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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORPORATION | $24.60万 | 0.07% | 407 | 0 | 0.0% | — | 重新持有 |
| VUG | VANGUARD GROWTH ETF | $23.81万 | 0.07% | 545 | -156 | -22.3% | -$6.81万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $23.74万 | 0.07% | 3,915 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $23.71万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $23.66万 | 0.07% | 1,747 | 1,747 | — | $23.66万 | 新建仓 |
| AMGN | AMGEN INCORPORATED | $22.66万 | 0.07% | 644 | 0 | 0.0% | — | 不变 |
| EDOW | FIRST TRUST DOW 30 EQUAL WEIGHT ETF | $21.99万 | 0.07% | 5,419 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $21.75万 | 0.07% | 1,192 | 0 | 0.0% | — | 不变 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $21.44万 | 0.06% | 8,528 | 575 | 7.2% | $1.45万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $20.86万 | 0.06% | 2,375 | -117 | -4.7% | -$1.03万 | 减仓 |
| TOUS | T ROWE PRICE ETF INTL EQUITY ETF | $20.77万 | 0.06% | 6,012 | 6,012 | — | $20.77万 | 新建仓 |
| HD | HOME DEPOT INCORPORATED | $20.72万 | 0.06% | 630 | 12 | 1.9% | $3,947 | 加仓 |
| COWG | PACER FDS TR US LARGE CAP CASH COWS | $20.39万 | 0.06% | 6,044 | 0 | 0.0% | — | 不变 |
| — | BLUE BIOFUELS INCORPORATED | $3,426 | 0.00% | 24,300 | 0 | 0.0% | — | 重新持有 |
| — | PROVECTUS BIOPHARMACEUTICALS INC | $999 | 0.00% | 19,620 | -7,000 | -26.3% | -$356 | 重新持有 |
| ADBE | ADOBE INCORPORATED | $0 | 0.00% | 0 | -684 | -100.0% | -$23.94万 | 清仓 |
| — | STRIVE INCORPORATED CLASS A COM | $0 | 0.00% | 0 | -131,819 | -100.0% | -$9.73万 | 清仓 |