Atlas Private Wealth Advisors
RED BANK NJ · SEC CIK 0001814234
$4.57亿2026Q2 申报市值
139持仓数
50.1%前十大占比 · 第一大 8.3%
11 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMGN 加仓+$434.61万
SPTM 加仓+$176.76万
SPDW 加仓+$149.83万
BLACKROCK MUNIHL 加仓+$112.64万
SPYM 加仓+$106.87万
2026Q2 卖出最多 按季末市值估算
SPHY 减仓-$714.92万
JAAA 减仓-$675.21万
SGOV 减仓-$574.84万
RDVI 减仓-$295.00万
IEF 减仓-$286.51万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,885 | -100.0% | -$27.74万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,699 | -100.0% | -$26.38万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -16,185 | -100.0% | -$24.20万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,517 | -100.0% | -$22.90万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,811 | -100.0% | -$21.79万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.57万 | 0.02% | 19,169 | 320 | 1.7% | $1,597 | 加仓 |
| SPAB | SPDR SERIES TRUST | $20.91万 | 0.05% | 8,192 | 8,192 | — | $20.91万 | 新建仓 |
| AOA | ISHARES TR | $21.16万 | 0.05% | 2,168 | -138 | -6.0% | -$1.35万 | 减仓 |
| — | VINCE HLDG CORP | $21.45万 | 0.05% | 30,000 | -22,300 | -42.6% | -$15.94万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.52万 | 0.05% | 556 | -37 | -6.2% | -$1.43万 | 重新持有 |
| IBB | ISHARES TR | $21.68万 | 0.05% | 1,140 | 1,140 | — | $21.68万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.92万 | 0.05% | 11,466 | 186 | 1.6% | $3,556 | 加仓 |
| VOO | VANGUARD INDEX FDS | $22.02万 | 0.05% | 321 | 321 | — | $22.02万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $22.36万 | 0.05% | 1,000 | 1,000 | — | $22.36万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.05万 | 0.05% | 5,445 | -40 | -0.7% | -$1,694 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.38万 | 0.05% | 1,826 | 1,826 | — | $23.38万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.40万 | 0.05% | 563 | 563 | — | $23.40万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.74万 | 0.05% | 4,103 | 4,103 | — | $24.74万 | 新建仓 |
| EFV | ISHARES TR | $25.16万 | 0.06% | 3,287 | 60 | 1.9% | $4,593 | 加仓 |
| MCD | MCDONALDS CORP | $25.86万 | 0.06% | 957 | -52 | -5.2% | -$1.40万 | 减仓 |
| SNDK | SANDISK CORP | $26.15万 | 0.06% | 115 | 115 | — | $26.15万 | 新建仓 |
| WMT | WALMART INC | $26.31万 | 0.06% | 2,323 | -43 | -1.8% | -$4,870 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.37万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $26.47万 | 0.06% | 3,310 | -125 | -3.6% | -$9,995 | 减仓 |
| LOW | LOWES COS INC | $26.72万 | 0.06% | 1,212 | -12 | -1.0% | -$2,646 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $27.35万 | 0.06% | 1,512 | -222 | -12.8% | -$4.02万 | 减仓 |
| AIQ | GLOBAL X FDS | $27.40万 | 0.06% | 4,177 | 4,177 | — | $27.40万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.51万 | 0.06% | 272 | -2 | -0.7% | -$2,023 | 减仓 |
| IJR | ISHARES TR | $28.05万 | 0.06% | 1,892 | 5 | 0.3% | $741 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.41万 | 0.06% | 1,010 | 5 | 0.5% | $1,407 | 加仓 |
| MA | MASTERCARD INCORPORATED | $28.61万 | 0.06% | 557 | -14 | -2.5% | -$7,190 | 减仓 |
| IYK | ISHARES TR | $28.72万 | 0.06% | 3,952 | -701 | -15.1% | -$5.09万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.99万 | 0.06% | 403 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.38万 | 0.06% | 2,004 | -248 | -11.0% | -$3.64万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.94万 | 0.07% | 1,169 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $31.65万 | 0.07% | 5,859 | 219 | 3.9% | $1.18万 | 加仓 |
| SOXX | ISHARES TR | $31.67万 | 0.07% | 494 | 494 | — | $31.67万 | 新建仓 |
| CIEN | CIENA CORP | $31.89万 | 0.07% | 650 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $33.14万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $33.17万 | 0.07% | 3,872 | 49 | 1.3% | $4,197 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.10万 | 0.07% | 1,144 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $36.21万 | 0.08% | 10,704 | 1,950 | 22.3% | $6.60万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $36.66万 | 0.08% | 20,505 | 4,188 | 25.7% | $7.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.31万 | 0.08% | 2,251 | -113 | -4.8% | -$1.87万 | 减仓 |
| SPYI | NEOS ETF TRUST | $37.76万 | 0.08% | 7,112 | 2,273 | 47.0% | $12.07万 | 加仓 |
| — | EXXON MOBIL CORP | $39.20万 | 0.09% | 2,867 | -3,672 | -56.2% | -$50.21万 | 减仓 |
| HD | HOME DEPOT INC | $39.88万 | 0.09% | 1,131 | -189 | -14.3% | -$6.66万 | 减仓 |
| FICO | FAIR ISAAC CORP | $40.26万 | 0.09% | 337 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $40.64万 | 0.09% | 1,185 | 1 | 0.1% | $343 | 加仓 |
| ABBV | ABBVIE INC | $42.47万 | 0.09% | 1,688 | -187 | -10.0% | -$4.70万 | 减仓 |
| COWZ | PACER FDS TR | $42.95万 | 0.09% | 6,906 | 12 | 0.2% | $746 | 加仓 |
| ARTY | ISHARES TR | $43.38万 | 0.09% | 5,696 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $45.16万 | 0.10% | 1,335 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $47.42万 | 0.10% | 15,532 | -8,072 | -34.2% | -$24.64万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $47.59万 | 0.10% | 13,028 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $49.16万 | 0.11% | 9,484 | 9,484 | — | $49.16万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $49.70万 | 0.11% | 10,214 | -4,696 | -31.5% | -$22.85万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $50.20万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $50.70万 | 0.11% | 1,687 | 2 | 0.1% | $601 | 加仓 |
| O | REALTY INCOME CORP | $50.89万 | 0.11% | 8,214 | 1,240 | 17.8% | $7.68万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $53.07万 | 0.12% | 3,119 | 200 | 6.9% | $3.40万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.01万 | 0.12% | 16,225 | 3,898 | 31.6% | $12.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $54.25万 | 0.12% | 10,120 | -2,801 | -21.7% | -$15.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $55.90万 | 0.12% | 4,677 | -75 | -1.6% | -$8,965 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.70万 | 0.12% | 976 | -128 | -11.6% | -$7.44万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $57.03万 | 0.12% | 7,100 | 135 | 1.9% | $1.08万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $60.39万 | 0.13% | 2,929 | 195 | 7.1% | $4.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.60万 | 0.14% | 1,271 | 290 | 29.6% | $14.51万 | 加仓 |
| IXUS | ISHARES TR | $64.33万 | 0.14% | 6,740 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $67.11万 | 0.15% | 8,278 | -824 | -9.1% | -$6.68万 | 减仓 |
| USMV | ISHARES TR | $70.01万 | 0.15% | 7,258 | -136 | -1.8% | -$1.31万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $71.82万 | 0.16% | 14,574 | 390 | 2.7% | $1.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.98万 | 0.17% | 2,382 | -2 | -0.1% | -$655 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $79.18万 | 0.17% | 14,019 | -1,271 | -8.3% | -$7.18万 | 减仓 |
| — | SPDR INDEX SHS FDS | $79.69万 | 0.17% | 5,246 | 67 | 1.3% | $1.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.78万 | 0.18% | 864 | -22 | -2.5% | -$2.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.52万 | 0.18% | 1,707 | 4 | 0.2% | $1,910 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.84万 | 0.19% | 1,727 | -319 | -15.6% | -$15.67万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $86.92万 | 0.19% | 14,755 | 1,050 | 7.7% | $6.19万 | 加仓 |
| DGRW | WISDOMTREE TR | $92.16万 | 0.20% | 9,639 | -349 | -3.5% | -$3.34万 | 减仓 |
| NLR | VANECK ETF TRUST | $96.33万 | 0.21% | 8,306 | -320 | -3.7% | -$3.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $99.12万 | 0.22% | 859 | 1 | 0.1% | $1,154 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $101.36万 | 0.22% | 36,899 | 1,844 | 5.3% | $5.07万 | 加仓 |
| META | META PLATFORMS INC | $101.58万 | 0.22% | 1,803 | 8 | 0.4% | $4,507 | 加仓 |
| DVY | ISHARES TR | $103.92万 | 0.23% | 6,649 | -117 | -1.7% | -$1.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $104.04万 | 0.23% | 4,097 | -548 | -11.8% | -$13.92万 | 减仓 |
| AVGO | BROADCOM INC | $105.83万 | 0.23% | 2,802 | 340 | 13.8% | $12.84万 | 加仓 |
| IVV | ISHARES TR | $127.76万 | 0.28% | 1,706 | 36 | 2.2% | $2.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $131.58万 | 0.29% | 6,576 | -330 | -4.8% | -$6.60万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $131.76万 | 0.29% | 17,364 | -308 | -1.7% | -$2.34万 | 减仓 |
| GOOGL | ALPHABET INC | $140.10万 | 0.31% | 3,920 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $142.59万 | 0.31% | 8,622 | -180 | -2.0% | -$2.98万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $150.95万 | 0.33% | 40,975 | 597 | 1.5% | $2.20万 | 加仓 |
| PFF | ISHARES TR | $152.20万 | 0.33% | 49,917 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $152.94万 | 0.33% | 10,953 | -1,209 | -9.9% | -$16.88万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $161.07万 | 0.35% | 10,092 | -2,259 | -18.3% | -$36.05万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $161.11万 | 0.35% | 31,365 | -2,002 | -6.0% | -$10.28万 | 减仓 |
| ARKK | ARK ETF TR | $165.56万 | 0.36% | 20,485 | -82 | -0.4% | -$6,627 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $167.21万 | 0.37% | 33,089 | 11,104 | 50.5% | $56.11万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $176.65万 | 0.39% | 34,988 | -133,733 | -79.3% | -$675.21万 | 减仓 |