Atlas Private Wealth Advisors
RED BANK NJ · SEC CIK 0001814234
$4.25亿2026Q1 申报市值
132持仓数
48.4%前十大占比 · 第一大 7.7%
8 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$193.11万
SPTM 加仓+$167.75万
SPY 加仓+$145.61万
BLACKROCK MUNIHL 加仓+$144.13万
SGOV 加仓+$133.43万
2026Q1 卖出最多 按季末市值估算
RDVI 减仓-$199.60万
KNG 减仓-$149.30万
QYLD 减仓-$125.78万
DIA 减仓-$90.32万
MDT 清仓-$77.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -8,089 | -100.0% | -$77.70万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -2,083 | -100.0% | -$31.03万 | 清仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,562 | -100.0% | -$30.69万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,493 | -100.0% | -$23.11万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -4,215 | -100.0% | -$23.01万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,152 | -100.0% | -$22.04万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -1,929 | -100.0% | -$21.25万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,497 | -100.0% | -$21.11万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -3,471 | -100.0% | -$20.40万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.61万 | 0.02% | 18,849 | -2,494 | -11.7% | -$1.27万 | 减仓 |
| — | VINCE HLDG CORP | $12.60万 | 0.03% | 52,300 | 3,300 | 6.7% | $7,953 | 加仓 |
| AOA | ISHARES TR | $20.40万 | 0.05% | 2,306 | 2,306 | — | $20.40万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.77万 | 0.05% | 11,280 | 194 | 1.7% | $3,744 | 加仓 |
| MRK | MERCK & CO INC | $21.79万 | 0.05% | 1,811 | -266 | -12.8% | -$3.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $22.10万 | 0.05% | 403 | 403 | — | $22.10万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.21万 | 0.05% | 1,144 | -465 | -28.9% | -$9.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.46万 | 0.05% | 1,104 | -25 | -2.2% | -$5,086 | 减仓 |
| TTE | TOTALENERGIES SE | $22.90万 | 0.05% | 2,517 | 2,517 | — | $22.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.15万 | 0.05% | 274 | -17 | -5.8% | -$1.44万 | 减仓 |
| IJR | ISHARES TR | $23.46万 | 0.06% | 1,887 | 3 | 0.2% | $373 | 加仓 |
| SPYI | NEOS ETF TRUST | $23.89万 | 0.06% | 4,839 | 659 | 15.8% | $3.25万 | 加仓 |
| EFV | ISHARES TR | $23.99万 | 0.06% | 3,227 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $24.20万 | 0.06% | 16,185 | -9,025 | -35.8% | -$13.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.35万 | 0.06% | 1,005 | 6 | 0.6% | $1,454 | 加仓 |
| CIEN | CIENA CORP | $25.23万 | 0.06% | 650 | 650 | — | $25.23万 | 新建仓 |
| PEP | PEPSICO INC | $26.38万 | 0.06% | 1,699 | -95 | -5.3% | -$1.48万 | 减仓 |
| ARTY | ISHARES TR | $26.50万 | 0.06% | 5,696 | -4,512 | -44.2% | -$20.99万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $26.97万 | 0.06% | 8,754 | 8,754 | — | $26.97万 | 新建仓 |
| HYG | ISHARES TR | $27.33万 | 0.06% | 3,435 | 15 | 0.4% | $1,193 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.35万 | 0.06% | 1,169 | 75 | 6.9% | $1.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.53万 | 0.06% | 5,485 | -2,055 | -27.3% | -$10.32万 | 减仓 |
| NFLX | NETFLIX INC. | $27.74万 | 0.07% | 2,885 | 135 | 4.9% | $1.30万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $28.54万 | 0.07% | 571 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.67万 | 0.07% | 1,734 | -588 | -25.3% | -$9.72万 | 减仓 |
| LOW | LOWES COS INC | $28.92万 | 0.07% | 1,224 | 312 | 34.2% | $7.37万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $28.94万 | 0.07% | 3,823 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $28.96万 | 0.07% | 16,317 | 16,317 | — | $28.96万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $29.00万 | 0.07% | 858 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.40万 | 0.07% | 2,366 | -537 | -18.5% | -$6.67万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $29.67万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $29.77万 | 0.07% | 5,640 | 9 | 0.2% | $475 | 加仓 |
| MCD | MCDONALDS CORP | $31.37万 | 0.07% | 1,009 | -163 | -13.9% | -$5.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.53万 | 0.08% | 2,252 | -498 | -18.1% | -$7.19万 | 减仓 |
| IYK | ISHARES TR | $32.58万 | 0.08% | 4,653 | -750 | -13.9% | -$5.25万 | 减仓 |
| IDV | ISHARES TR | $34.05万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.79万 | 0.08% | 1,184 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $35.98万 | 0.08% | 337 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.38万 | 0.10% | 1,335 | -61 | -4.4% | -$1.84万 | 减仓 |
| ABBV | ABBVIE INC | $40.78万 | 0.10% | 1,875 | -83 | -4.2% | -$1.80万 | 减仓 |
| VGT | VANGUARD WORLD FD | $41.42万 | 0.10% | 594 | 25 | 4.4% | $1.74万 | 加仓 |
| IWM | ISHARES TR | $41.80万 | 0.10% | 1,685 | -14 | -0.8% | -$3,473 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $42.33万 | 0.10% | 2,919 | 215 | 8.0% | $3.12万 | 加仓 |
| O | REALTY INCOME CORP | $42.67万 | 0.10% | 6,974 | 6,974 | — | $42.67万 | 新建仓 |
| COWZ | PACER FDS TR | $43.13万 | 0.10% | 6,894 | 91 | 1.3% | $5,693 | 加仓 |
| HD | HOME DEPOT INC | $43.41万 | 0.10% | 1,320 | -360 | -21.4% | -$11.84万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $43.42万 | 0.10% | 2,734 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $44.00万 | 0.10% | 13,028 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.01万 | 0.11% | 981 | 45 | 4.8% | $2.16万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.36万 | 0.11% | 12,327 | 1,426 | 13.1% | $5.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.91万 | 0.12% | 2,364 | -515 | -17.9% | -$10.66万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $49.14万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $50.02万 | 0.12% | 6,965 | 978 | 16.3% | $7.02万 | 加仓 |
| INTC | INTEL CORP | $53.67万 | 0.13% | 12,162 | -50 | -0.4% | -$2,206 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.57万 | 0.14% | 1,703 | 23 | 1.4% | $7,775 | 加仓 |
| IXUS | ISHARES TR | $58.40万 | 0.14% | 6,740 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.34万 | 0.14% | 14,184 | 940 | 7.1% | $4.00万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $62.15万 | 0.15% | 9,102 | -248 | -2.7% | -$1.69万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.79万 | 0.15% | 12,921 | -4,860 | -27.3% | -$23.99万 | 减仓 |
| USMV | ISHARES TR | $68.58万 | 0.16% | 7,394 | -4,041 | -35.3% | -$37.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.13万 | 0.17% | 2,384 | -34 | -1.4% | -$1.00万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $70.29万 | 0.17% | 13,705 | 4,405 | 47.4% | $22.59万 | 加仓 |
| PSK | SPDR SERIES TRUST | $72.79万 | 0.17% | 23,604 | -14,783 | -38.5% | -$45.59万 | 减仓 |
| — | SPDR INDEX SHS FDS | $74.13万 | 0.17% | 5,179 | 163 | 3.2% | $2.33万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $75.74万 | 0.18% | 14,910 | -3,104 | -17.2% | -$15.77万 | 减仓 |
| AVGO | BROADCOM INC | $76.20万 | 0.18% | 2,462 | -14 | -0.6% | -$4,333 | 减仓 |
| AMGN | AMGEN INC | $81.88万 | 0.19% | 2,327 | -56 | -2.3% | -$1.97万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $85.28万 | 0.20% | 2,046 | 5 | 0.2% | $2,084 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $86.66万 | 0.20% | 15,290 | 15,290 | — | $86.66万 | 新建仓 |
| DGRW | WISDOMTREE TR | $87.74万 | 0.21% | 9,988 | 22 | 0.2% | $1,933 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $88.31万 | 0.21% | 886 | -148 | -14.3% | -$14.75万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $94.45万 | 0.22% | 8,802 | 700 | 8.6% | $7.51万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $95.18万 | 0.22% | 35,055 | 39 | 0.1% | $1,059 | 加仓 |
| DVY | ISHARES TR | $102.45万 | 0.24% | 6,766 | -53 | -0.8% | -$8,025 | 减仓 |
| META | META PLATFORMS INC | $102.71万 | 0.24% | 1,795 | -62 | -3.3% | -$3.55万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $106.81万 | 0.25% | 17,672 | -133 | -0.7% | -$8,038 | 减仓 |
| IVV | ISHARES TR | $109.10万 | 0.26% | 1,670 | 702 | 72.5% | $45.86万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $110.87万 | 0.26% | 21,985 | 11,309 | 105.9% | $57.03万 | 加仓 |
| — | EXXON MOBIL CORP | $110.95万 | 0.26% | 6,539 | 3,083 | 89.2% | $52.31万 | 加仓 |
| GOOGL | ALPHABET INC | $112.73万 | 0.27% | 3,920 | -125 | -3.1% | -$3.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.55万 | 0.27% | 4,645 | -269 | -5.5% | -$6.58万 | 减仓 |
| NLR | VANECK ETF TRUST | $114.89万 | 0.27% | 8,626 | 476 | 5.8% | $6.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $120.45万 | 0.28% | 6,906 | -343 | -4.7% | -$5.98万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $137.16万 | 0.32% | 40,378 | -321 | -0.8% | -$1.09万 | 减仓 |
| ARKK | ARK ETF TR | $139.01万 | 0.33% | 20,567 | 1,327 | 6.9% | $8.97万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $140.61万 | 0.33% | 149,906 | 64,373 | 75.3% | $60.38万 | 加仓 |
| PFF | ISHARES TR | $151.35万 | 0.36% | 49,917 | -1,500 | -2.9% | -$4.55万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $155.20万 | 0.37% | 11,678 | 480 | 4.3% | $6.38万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $156.83万 | 0.37% | 12,351 | -5,639 | -31.3% | -$71.60万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $169.04万 | 0.40% | 33,367 | 4,484 | 15.5% | $22.72万 | 加仓 |