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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $29.77万 | 0.07% | 5,640 | 9 | 0.2% | $475 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $29.67万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.40万 | 0.07% | 2,366 | -537 | -18.5% | -$6.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.00万 | 0.07% | 858 | 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 |
| SPGM | SPDR INDEX SHS FDS | $28.94万 | 0.07% | 3,823 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $28.92万 | 0.07% | 1,224 | 312 | 34.2% | $7.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.67万 | 0.07% | 1,734 | -588 | -25.3% | -$9.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.54万 | 0.07% | 571 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.74万 | 0.07% | 2,885 | 135 | 4.9% | $1.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.53万 | 0.06% | 5,485 | -2,055 | -27.3% | -$10.32万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.35万 | 0.06% | 1,169 | 75 | 6.9% | $1.75万 | 加仓 |
| HYG | ISHARES TR | $27.33万 | 0.06% | 3,435 | 15 | 0.4% | $1,193 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $26.97万 | 0.06% | 8,754 | 8,754 | — | $26.97万 | 新建仓 |
| ARTY | ISHARES TR | $26.50万 | 0.06% | 5,696 | -4,512 | -44.2% | -$20.99万 | 减仓 |
| PEP | PEPSICO INC | $26.38万 | 0.06% | 1,699 | -95 | -5.3% | -$1.48万 | 减仓 |
| CIEN | CIENA CORP | $25.23万 | 0.06% | 650 | 650 | — | $25.23万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.35万 | 0.06% | 1,005 | 6 | 0.6% | $1,454 | 加仓 |
| RYLD | GLOBAL X FDS | $24.20万 | 0.06% | 16,185 | -9,025 | -35.8% | -$13.49万 | 减仓 |
| EFV | ISHARES TR | $23.99万 | 0.06% | 3,227 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $23.89万 | 0.06% | 4,839 | 659 | 15.8% | $3.25万 | 加仓 |
| IJR | ISHARES TR | $23.46万 | 0.06% | 1,887 | 3 | 0.2% | $373 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.15万 | 0.05% | 274 | -17 | -5.8% | -$1.44万 | 减仓 |
| TTE | TOTALENERGIES SE | $22.90万 | 0.05% | 2,517 | 2,517 | — | $22.90万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.46万 | 0.05% | 1,104 | -25 | -2.2% | -$5,086 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.21万 | 0.05% | 1,144 | -465 | -28.9% | -$9.03万 | 减仓 |
| PWR | QUANTA SVCS INC | $22.10万 | 0.05% | 403 | 403 | — | $22.10万 | 新建仓 |
| MRK | MERCK & CO INC | $21.79万 | 0.05% | 1,811 | -266 | -12.8% | -$3.20万 | 减仓 |
| ET | ENERGY TRANSFER L P | $21.77万 | 0.05% | 11,280 | 194 | 1.7% | $3,744 | 加仓 |
| AOA | ISHARES TR | $20.40万 | 0.05% | 2,306 | 2,306 | — | $20.40万 | 新建仓 |
| — | VINCE HLDG CORP | $12.60万 | 0.03% | 52,300 | 3,300 | 6.7% | $7,953 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.61万 | 0.02% | 18,849 | -2,494 | -11.7% | -$1.27万 | 减仓 |
| 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 |