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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $37.31万 | 0.08% | 2,251 | -113 | -4.8% | -$1.87万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $36.66万 | 0.08% | 20,505 | 4,188 | 25.7% | $7.49万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $36.21万 | 0.08% | 10,704 | 1,950 | 22.3% | $6.60万 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.10万 | 0.07% | 1,144 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $33.17万 | 0.07% | 3,872 | 49 | 1.3% | $4,197 | 加仓 |
| IDV | ISHARES TR | $33.14万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $31.89万 | 0.07% | 650 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $31.67万 | 0.07% | 494 | 494 | — | $31.67万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $31.65万 | 0.07% | 5,859 | 219 | 3.9% | $1.18万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.94万 | 0.07% | 1,169 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.38万 | 0.06% | 2,004 | -248 | -11.0% | -$3.64万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.99万 | 0.06% | 403 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $28.72万 | 0.06% | 3,952 | -701 | -15.1% | -$5.09万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.61万 | 0.06% | 557 | -14 | -2.5% | -$7,190 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.41万 | 0.06% | 1,010 | 5 | 0.5% | $1,407 | 加仓 |
| IJR | ISHARES TR | $28.05万 | 0.06% | 1,892 | 5 | 0.3% | $741 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.51万 | 0.06% | 272 | -2 | -0.7% | -$2,023 | 减仓 |
| AIQ | GLOBAL X FDS | $27.40万 | 0.06% | 4,177 | 4,177 | — | $27.40万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $27.35万 | 0.06% | 1,512 | -222 | -12.8% | -$4.02万 | 减仓 |
| LOW | LOWES COS INC | $26.72万 | 0.06% | 1,212 | -12 | -1.0% | -$2,646 | 减仓 |
| HYG | ISHARES TR | $26.47万 | 0.06% | 3,310 | -125 | -3.6% | -$9,995 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.37万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.31万 | 0.06% | 2,323 | -43 | -1.8% | -$4,870 | 减仓 |
| SNDK | SANDISK CORP | $26.15万 | 0.06% | 115 | 115 | — | $26.15万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.86万 | 0.06% | 957 | -52 | -5.2% | -$1.40万 | 减仓 |
| EFV | ISHARES TR | $25.16万 | 0.06% | 3,287 | 60 | 1.9% | $4,593 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.74万 | 0.05% | 4,103 | 4,103 | — | $24.74万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.40万 | 0.05% | 563 | 563 | — | $23.40万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.38万 | 0.05% | 1,826 | 1,826 | — | $23.38万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.05万 | 0.05% | 5,445 | -40 | -0.7% | -$1,694 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $22.36万 | 0.05% | 1,000 | 1,000 | — | $22.36万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.02万 | 0.05% | 321 | 321 | — | $22.02万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.92万 | 0.05% | 11,466 | 186 | 1.6% | $3,556 | 加仓 |
| IBB | ISHARES TR | $21.68万 | 0.05% | 1,140 | 1,140 | — | $21.68万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.52万 | 0.05% | 556 | -37 | -6.2% | -$1.43万 | 重新持有 |
| — | VINCE HLDG CORP | $21.45万 | 0.05% | 30,000 | -22,300 | -42.6% | -$15.94万 | 减仓 |
| AOA | ISHARES TR | $21.16万 | 0.05% | 2,168 | -138 | -6.0% | -$1.35万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $20.91万 | 0.05% | 8,192 | 8,192 | — | $20.91万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.57万 | 0.02% | 19,169 | 320 | 1.7% | $1,597 | 加仓 |
| 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 |