ATLANTIC FAMILY WEALTH, LLC
CORAL GABLES FL · SEC CIK 0002012511
$1.56亿2026Q2 申报市值
64持仓数
85.4%前十大占比 · 第一大 25.2%
8 / 3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
VGT 加仓+$107.78万
PPA 加仓+$82.44万
VOO 新建仓+$56.98万
CDL 加仓+$46.90万
VFLO 加仓+$46.86万
2026Q2 卖出最多 按季末市值估算
CVX 减仓-$36.65万
XEL 清仓-$24.67万
EXXON MOBIL CORP 清仓-$22.60万
AMGN 清仓-$22.48万
NEOS ETF TRUST 减仓-$13.85万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -3,106 | -100.0% | -$24.67万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,332 | -100.0% | -$22.60万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -639 | -100.0% | -$22.48万 | 清仓 |
| UL | UNILEVER PLC | $20.28万 | 0.13% | 3,373 | 3,373 | — | $20.28万 | 新建仓 |
| IXUS | ISHARES TR | $20.44万 | 0.13% | 2,142 | 2,142 | — | $20.44万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $21.40万 | 0.14% | 8,442 | 8,442 | — | $21.40万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.58万 | 0.14% | 4,332 | -2,075 | -32.4% | -$10.34万 | 减仓 |
| AIZ | ASSURANT INC | $21.89万 | 0.14% | 815 | 815 | — | $21.89万 | 新建仓 |
| META | META PLATFORMS INC | $22.36万 | 0.14% | 397 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $22.60万 | 0.14% | 19,006 | 2,106 | 12.5% | $2.50万 | 加仓 |
| DVA | DAVITA INC | $23.78万 | 0.15% | 1,069 | 1,069 | — | $23.78万 | 新建仓 |
| MDT | MEDTRONIC PLC | $23.81万 | 0.15% | 3,044 | 3,044 | — | $23.81万 | 新建仓 |
| MSFT | MICROSOFT CORP | $23.99万 | 0.15% | 643 | -212 | -24.8% | -$7.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.21万 | 0.15% | 1,338 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.08万 | 0.16% | 1,981 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $25.70万 | 0.16% | 1,164 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.75万 | 0.16% | 3,258 | 88 | 2.8% | $6,955 | 加仓 |
| NOBL | PROSHARES TR | $26.08万 | 0.17% | 4,644 | -2,224 | -32.4% | -$12.49万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $26.60万 | 0.17% | 1,626 | 246 | 17.8% | $4.02万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $27.42万 | 0.18% | 5,395 | 5,395 | — | $27.42万 | 新建仓 |
| TSLA | TESLA INC | $27.42万 | 0.18% | 652 | -132 | -16.8% | -$5.55万 | 减仓 |
| NGG | NATIONAL GRID PLC | $27.50万 | 0.18% | 3,318 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $27.83万 | 0.18% | 2,383 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $29.09万 | 0.19% | 9,173 | -1,815 | -16.5% | -$5.76万 | 减仓 |
| TRP | TC ENERGY CORP | $29.39万 | 0.19% | 4,433 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.76万 | 0.20% | 2,272 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.10万 | 0.20% | 292 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.38万 | 0.20% | 7,411 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $31.97万 | 0.20% | 7,375 | 1,096 | 17.5% | $4.75万 | 加仓 |
| PFE | PFIZER INC | $32.47万 | 0.21% | 13,486 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $32.58万 | 0.21% | 2,405 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $34.87万 | 0.22% | 987 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $35.53万 | 0.23% | 4,569 | -1,715 | -27.3% | -$13.34万 | 减仓 |
| — | NEOS ETF TRUST | $35.61万 | 0.23% | 6,377 | -2,481 | -28.0% | -$13.85万 | 减仓 |
| SNY | SANOFI SA | $35.84万 | 0.23% | 8,402 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $36.69万 | 0.23% | 2,872 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $38.46万 | 0.25% | 3,911 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $39.04万 | 0.25% | 2,355 | -2,211 | -48.4% | -$36.65万 | 减仓 |
| FE | FIRSTENERGY CORP | $39.12万 | 0.25% | 8,229 | 1,561 | 23.4% | $7.42万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $39.19万 | 0.25% | 6,345 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.34万 | 0.26% | 1,643 | 269 | 19.6% | $6.77万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.27万 | 0.27% | 2,675 | -261 | -8.9% | -$4.12万 | 减仓 |
| ENB | ENBRIDGE INC | $43.07万 | 0.28% | 7,945 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $43.45万 | 0.28% | 7,193 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $44.07万 | 0.28% | 1,790 | 6 | 0.3% | $1,477 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.71万 | 0.32% | 675 | 122 | 22.1% | $8.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.21万 | 0.32% | 2,122 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $54.80万 | 0.35% | 7,230 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $56.98万 | 0.36% | 829 | 829 | — | $56.98万 | 新建仓 |
| GLD | SPDR GOLD TR | $57.03万 | 0.36% | 1,548 | 73 | 4.9% | $2.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.78万 | 0.42% | 880 | -3 | -0.3% | -$2,243 | 减仓 |
| AGG | ISHARES TR | $81.69万 | 0.52% | 8,253 | 133 | 1.6% | $1.32万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $87.19万 | 0.56% | 11,367 | -294 | -2.5% | -$2.25万 | 减仓 |
| AMZN | AMAZON COM INC | $87.21万 | 0.56% | 3,659 | 63 | 1.8% | $1.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $111.70万 | 0.71% | 5,587 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $132.05万 | 0.84% | 4,563 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.27万 | 1.01% | 3,163 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $161.91万 | 1.04% | 4,427 | -194 | -4.2% | -$7.10万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $181.56万 | 1.16% | 10,278 | 4,667 | 83.2% | $82.44万 | 加仓 |
| COWZ | PACER FDS TR | $263.61万 | 1.69% | 42,381 | 1,565 | 3.8% | $9.73万 | 加仓 |
| COWG | PACER FDS TR | $565.95万 | 3.62% | 140,972 | 2,520 | 1.8% | $10.12万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $669.82万 | 4.29% | 146,408 | 10,243 | 7.5% | $46.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $825.49万 | 5.28% | 69,066 | 9,018 | 15.0% | $107.78万 | 加仓 |
| IVW | ISHARES TR | $932.13万 | 5.96% | 67,776 | -92 | -0.1% | -$1.27万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $2,858.97万 | 18.29% | 384,423 | 3,178 | 0.8% | $23.63万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $2,955.69万 | 18.91% | 381,018 | 6,046 | 1.6% | $46.90万 | 加仓 |
| IVV | ISHARES TR | $3,938.45万 | 25.20% | 52,589 | 495 | 1.0% | $37.07万 | 加仓 |