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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $3,258.50万 | 7.67% | 550,238 | -216 | -0.0% | -$1.28万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,695.66万 | 6.35% | 590,506 | -2,435 | -0.4% | -$11.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,350.43万 | 5.53% | 36,142 | 2,239 | 6.6% | $145.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,206.20万 | 5.19% | 288,242 | 25,230 | 9.6% | $193.11万 | 加仓 |
| SGOV | ISHARES TR | $1,975.74万 | 4.65% | 196,279 | 13,256 | 7.2% | $133.43万 | 加仓 |
| IEF | ISHARES TR | $1,741.15万 | 4.10% | 182,434 | 4,568 | 2.6% | $43.60万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,690.55万 | 3.98% | 349,866 | -6,586 | -1.8% | -$31.82万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,669.86万 | 3.93% | 239,544 | 6,396 | 2.7% | $44.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,649.83万 | 3.88% | 28,584 | 1,638 | 6.1% | $94.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,318.49万 | 3.10% | 166,770 | 21,218 | 14.6% | $167.75万 | 加仓 |
| DGRO | ISHARES TR | $1,185.57万 | 2.79% | 168,934 | 4,076 | 2.5% | $28.61万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,174.60万 | 2.77% | 321,018 | 12,638 | 4.1% | $46.24万 | 加仓 |
| AAPL | APPLE INC | $1,081.19万 | 2.55% | 42,602 | -1,588 | -3.6% | -$40.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,066.72万 | 2.51% | 55,582 | -302 | -0.5% | -$5.80万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,050.69万 | 2.47% | 223,980 | 6,278 | 2.9% | $29.45万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $983.30万 | 2.31% | 384,854 | -78,123 | -16.9% | -$199.60万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $982.83万 | 2.31% | 421,456 | -3,067 | -0.7% | -$7.15万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $849.85万 | 2.00% | 168,721 | 484 | 0.3% | $2.44万 | 加仓 |
| AGG | ISHARES TR | $820.32万 | 1.93% | 82,635 | -4,865 | -5.6% | -$48.29万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $721.03万 | 1.70% | 148,024 | -30,650 | -17.2% | -$149.30万 | 减仓 |
| QYLD | GLOBAL X FDS | $713.13万 | 1.68% | 415,818 | -73,340 | -15.0% | -$125.78万 | 减仓 |
| — | SSGA ACTIVE TR | $468.95万 | 1.10% | 183,086 | 10,245 | 5.9% | $26.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $450.99万 | 1.06% | 116,054 | -544 | -0.5% | -$2.11万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $449.41万 | 1.06% | 18,913 | 1,367 | 7.8% | $32.48万 | 加仓 |
| TLT | ISHARES TR | $405.37万 | 0.95% | 46,760 | 2,456 | 5.5% | $21.29万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $396.92万 | 0.93% | 27,134 | 80 | 0.3% | $1.17万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $315.61万 | 0.74% | 6,814 | -1,950 | -22.3% | -$90.32万 | 减仓 |
| XT | ISHARES TR | $301.29万 | 0.71% | 44,210 | 5,760 | 15.0% | $39.25万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $294.37万 | 0.69% | 61,920 | -1,791 | -2.8% | -$8.51万 | 减仓 |
| HDV | ISHARES TR | $275.26万 | 0.65% | 20,282 | 1,160 | 6.1% | $15.74万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $255.88万 | 0.60% | 50,694 | -10,651 | -17.4% | -$53.76万 | 减仓 |
| GOOG | ALPHABET INC | $247.27万 | 0.58% | 8,620 | -14 | -0.2% | -$4,016 | 减仓 |
| MSFT | MICROSOFT CORP | $238.11万 | 0.56% | 6,432 | -434 | -6.3% | -$16.07万 | 减仓 |
| COWG | PACER FDS TR | $233.47万 | 0.55% | 69,200 | 11,021 | 18.9% | $37.18万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $227.86万 | 0.54% | 49,362 | 4,222 | 9.4% | $19.49万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $219.12万 | 0.52% | 42,887 | -2,268 | -5.0% | -$11.59万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $213.74万 | 0.50% | 76,337 | -7,398 | -8.8% | -$20.71万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $206.26万 | 0.49% | 42,989 | 5,430 | 14.5% | $26.05万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $203.72万 | 0.48% | 176,075 | 124,574 | 241.9% | $144.13万 | 加仓 |
| AMZN | AMAZON COM INC | $199.86万 | 0.47% | 9,596 | -278 | -2.8% | -$5.79万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $199.12万 | 0.47% | 75,796 | -8,128 | -9.7% | -$21.35万 | 减仓 |
| TSLA | TESLA INC | $186.62万 | 0.44% | 5,020 | -2,068 | -29.2% | -$76.88万 | 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 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $156.83万 | 0.37% | 12,351 | -5,639 | -31.3% | -$71.60万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $155.20万 | 0.37% | 11,678 | 480 | 4.3% | $6.38万 | 加仓 |
| PFF | ISHARES TR | $151.35万 | 0.36% | 49,917 | -1,500 | -2.9% | -$4.55万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $140.61万 | 0.33% | 149,906 | 64,373 | 75.3% | $60.38万 | 加仓 |
| ARKK | ARK ETF TR | $139.01万 | 0.33% | 20,567 | 1,327 | 6.9% | $8.97万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $137.16万 | 0.32% | 40,378 | -321 | -0.8% | -$1.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.45万 | 0.28% | 6,906 | -343 | -4.7% | -$5.98万 | 减仓 |
| NLR | VANECK ETF TRUST | $114.89万 | 0.27% | 8,626 | 476 | 5.8% | $6.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $113.55万 | 0.27% | 4,645 | -269 | -5.5% | -$6.58万 | 减仓 |
| GOOGL | ALPHABET INC | $112.73万 | 0.27% | 3,920 | -125 | -3.1% | -$3.59万 | 减仓 |
| — | EXXON MOBIL CORP | $110.95万 | 0.26% | 6,539 | 3,083 | 89.2% | $52.31万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $110.87万 | 0.26% | 21,985 | 11,309 | 105.9% | $57.03万 | 加仓 |
| IVV | ISHARES TR | $109.10万 | 0.26% | 1,670 | 702 | 72.5% | $45.86万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $106.81万 | 0.25% | 17,672 | -133 | -0.7% | -$8,038 | 减仓 |
| META | META PLATFORMS INC | $102.71万 | 0.24% | 1,795 | -62 | -3.3% | -$3.55万 | 减仓 |
| DVY | ISHARES TR | $102.45万 | 0.24% | 6,766 | -53 | -0.8% | -$8,025 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $95.18万 | 0.22% | 35,055 | 39 | 0.1% | $1,059 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $94.45万 | 0.22% | 8,802 | 700 | 8.6% | $7.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $88.31万 | 0.21% | 886 | -148 | -14.3% | -$14.75万 | 减仓 |
| DGRW | WISDOMTREE TR | $87.74万 | 0.21% | 9,988 | 22 | 0.2% | $1,933 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $86.66万 | 0.20% | 15,290 | 15,290 | — | $86.66万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $85.28万 | 0.20% | 2,046 | 5 | 0.2% | $2,084 | 加仓 |
| AMGN | AMGEN INC | $81.88万 | 0.19% | 2,327 | -56 | -2.3% | -$1.97万 | 减仓 |
| AVGO | BROADCOM INC | $76.20万 | 0.18% | 2,462 | -14 | -0.6% | -$4,333 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $75.74万 | 0.18% | 14,910 | -3,104 | -17.2% | -$15.77万 | 减仓 |
| — | SPDR INDEX SHS FDS | $74.13万 | 0.17% | 5,179 | 163 | 3.2% | $2.33万 | 加仓 |
| PSK | SPDR SERIES TRUST | $72.79万 | 0.17% | 23,604 | -14,783 | -38.5% | -$45.59万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $70.29万 | 0.17% | 13,705 | 4,405 | 47.4% | $22.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.13万 | 0.17% | 2,384 | -34 | -1.4% | -$1.00万 | 减仓 |
| USMV | ISHARES TR | $68.58万 | 0.16% | 7,394 | -4,041 | -35.3% | -$37.48万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.79万 | 0.15% | 12,921 | -4,860 | -27.3% | -$23.99万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $62.15万 | 0.15% | 9,102 | -248 | -2.7% | -$1.69万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.34万 | 0.14% | 14,184 | 940 | 7.1% | $4.00万 | 加仓 |
| IXUS | ISHARES TR | $58.40万 | 0.14% | 6,740 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.57万 | 0.14% | 1,703 | 23 | 1.4% | $7,775 | 加仓 |
| INTC | INTEL CORP | $53.67万 | 0.13% | 12,162 | -50 | -0.4% | -$2,206 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $50.02万 | 0.12% | 6,965 | 978 | 16.3% | $7.02万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $49.14万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.91万 | 0.12% | 2,364 | -515 | -17.9% | -$10.66万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.36万 | 0.11% | 12,327 | 1,426 | 13.1% | $5.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.01万 | 0.11% | 981 | 45 | 4.8% | $2.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $44.00万 | 0.10% | 13,028 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $43.42万 | 0.10% | 2,734 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $43.41万 | 0.10% | 1,320 | -360 | -21.4% | -$11.84万 | 减仓 |
| COWZ | PACER FDS TR | $43.13万 | 0.10% | 6,894 | 91 | 1.3% | $5,693 | 加仓 |
| O | REALTY INCOME CORP | $42.67万 | 0.10% | 6,974 | 6,974 | — | $42.67万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $42.33万 | 0.10% | 2,919 | 215 | 8.0% | $3.12万 | 加仓 |
| IWM | ISHARES TR | $41.80万 | 0.10% | 1,685 | -14 | -0.8% | -$3,473 | 减仓 |
| VGT | VANGUARD WORLD FD | $41.42万 | 0.10% | 594 | 25 | 4.4% | $1.74万 | 加仓 |
| ABBV | ABBVIE INC | $40.78万 | 0.10% | 1,875 | -83 | -4.2% | -$1.80万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.38万 | 0.10% | 1,335 | -61 | -4.4% | -$1.84万 | 减仓 |
| FICO | FAIR ISAAC CORP | $35.98万 | 0.08% | 337 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.79万 | 0.08% | 1,184 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $34.05万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $32.58万 | 0.08% | 4,653 | -750 | -13.9% | -$5.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.53万 | 0.08% | 2,252 | -498 | -18.1% | -$7.19万 | 减仓 |
| MCD | MCDONALDS CORP | $31.37万 | 0.07% | 1,009 | -163 | -13.9% | -$5.07万 | 减仓 |