Atlas Wealth LLC
CINCINNATI OH · SEC CIK 0001964106
$3.34亿2026Q1 申报市值
115持仓数
42.2%前十大占比 · 第一大 7.9%
6 / 2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
IDVO 新建仓+$447.84万
U.S. BANCORP PFD 加仓+$361.65万
VFLO 加仓+$267.95万
GVAL 加仓+$260.77万
SFLO 加仓+$110.51万
2026Q1 卖出最多 按季末市值估算
JAAA 减仓-$358.72万
PAAA 减仓-$223.05万
TUSI 减仓-$94.94万
BANK OF AMERICA 减仓-$91.73万
REGIONS FINANCIA 减仓-$89.11万
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 |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $598.62万 | 1.79% | 64,534 | -108 | -0.2% | -$1.00万 | 减仓 |
| — | GOLDMAN SACHS GROUP INC SHS D 1/1000 | $599.96万 | 1.80% | 314,776 | 3,854 | 1.2% | $7.35万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $619.61万 | 1.86% | 123,011 | -71,216 | -36.7% | -$358.72万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $734.53万 | 2.20% | 117,412 | -157 | -0.1% | -$9,822 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $741.49万 | 2.22% | 25,207 | -999 | -3.8% | -$29.39万 | 减仓 |
| — | SLM CORPORATION PFD SER B | $783.14万 | 2.35% | 106,767 | 7,045 | 7.1% | $51.68万 | 加仓 |
| — | CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L | $851.20万 | 2.55% | 529,025 | 57,179 | 12.1% | $92.00万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $915.61万 | 2.74% | 82,354 | 724 | 0.9% | $8.05万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $1,005.45万 | 3.01% | 133,331 | 11,604 | 9.5% | $87.51万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,020.69万 | 3.06% | 27,574 | -1,014 | -3.5% | -$37.53万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,082.43万 | 3.24% | 97,710 | -2,753 | -2.7% | -$30.50万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $1,176.55万 | 3.53% | 81,456 | -120 | -0.1% | -$1.73万 | 减仓 |
| — | BANK OF AMERICA CORPORATION PFD 1/1200SER2 | $1,227.48万 | 3.68% | 636,991 | 43,861 | 7.4% | $84.52万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $1,245.14万 | 3.73% | 43,406 | -1,429 | -3.2% | -$40.99万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | $1,788.48万 | 5.36% | 453,010 | 67,871 | 17.6% | $267.95万 | 加仓 |
| AAPL | APPLE INCORPORATED | $1,976.51万 | 5.92% | 77,880 | -2,203 | -2.8% | -$55.91万 | 减仓 |
| — | U.S. BANCORP PFD B | $2,628.00万 | 7.88% | 1,437,637 | 197,839 | 16.0% | $361.65万 | 加仓 |