ATLANTIC FAMILY WEALTH, LLC
CORAL GABLES FL · SEC CIK 0002012511
$1.38亿2026Q1 申报市值
59持仓数
85.0%前十大占比 · 第一大 24.6%
9 / 5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
VFLO 加仓+$89.40万
IVV 加仓+$63.62万
VGT 加仓+$48.98万
VYM 新建仓+$43.48万
PAYX 新建仓+$36.03万
2026Q1 卖出最多 按季末市值估算
CDC 减仓-$30.31万
JNJ 清仓-$24.36万
O 清仓-$24.05万
AMCOR PLC 清仓-$22.68万
EXXON MOBIL CORP 减仓-$22.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,402.84万 | 24.58% | 52,094 | 974 | 1.9% | $63.62万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $2,794.03万 | 20.18% | 374,972 | 577 | 0.2% | $4.30万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $2,723.20万 | 19.67% | 381,245 | -4,244 | -1.1% | -$30.31万 | 减仓 |
| IVW | ISHARES TR | $767.66万 | 5.55% | 67,868 | 1,867 | 2.8% | $21.12万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $537.58万 | 3.88% | 136,165 | 22,643 | 19.9% | $89.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $523.74万 | 3.78% | 7,506 | 702 | 10.3% | $48.98万 | 加仓 |
| COWG | PACER FDS TR | $467.12万 | 3.37% | 138,452 | 9,109 | 7.0% | $30.73万 | 加仓 |
| COWZ | PACER FDS TR | $255.35万 | 1.84% | 40,816 | 1,312 | 3.3% | $8.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.57万 | 1.09% | 3,163 | -6 | -0.2% | -$2,875 | 减仓 |
| VBK | VANGUARD INDEX FDS | $139.68万 | 1.01% | 4,621 | 313 | 7.3% | $9.46万 | 加仓 |
| AAPL | APPLE INC | $115.82万 | 0.84% | 4,563 | -217 | -4.5% | -$5.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $97.46万 | 0.70% | 5,587 | -363 | -6.1% | -$6.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.47万 | 0.68% | 4,566 | 269 | 6.3% | $5.57万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $92.97万 | 0.67% | 5,611 | 1,062 | 23.3% | $17.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $90.00万 | 0.65% | 11,661 | -1,843 | -13.6% | -$14.22万 | 减仓 |
| AGG | ISHARES TR | $80.61万 | 0.58% | 8,120 | -1,758 | -17.8% | -$17.45万 | 减仓 |
| AMZN | AMAZON COM INC | $74.90万 | 0.54% | 3,596 | 169 | 4.9% | $3.52万 | 加仓 |
| GLD | SPDR GOLD TR | $63.47万 | 0.46% | 1,475 | 575 | 63.9% | $24.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.48万 | 0.42% | 883 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $57.17万 | 0.41% | 6,284 | -59 | -0.9% | -$5,368 | 减仓 |
| DGRO | ISHARES TR | $50.74万 | 0.37% | 7,230 | -141 | -1.9% | -$9,895 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.64万 | 0.33% | 2,122 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $45.40万 | 0.33% | 8,858 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $43.48万 | 0.31% | 2,936 | 2,936 | — | $43.48万 | 新建仓 |
| ENB | ENBRIDGE INC | $43.01万 | 0.31% | 7,945 | -299 | -3.6% | -$1.62万 | 减仓 |
| SNY | SANOFI SA | $40.48万 | 0.29% | 8,402 | 2,111 | 33.6% | $10.17万 | 加仓 |
| PFE | PFIZER INC | $37.87万 | 0.27% | 13,486 | 250 | 1.9% | $7,020 | 加仓 |
| USB | US BANCORP | $37.41万 | 0.27% | 7,193 | -23 | -0.3% | -$1,196 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.20万 | 0.27% | 7,411 | 1,294 | 21.2% | $6.50万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $37.12万 | 0.27% | 1,784 | 19 | 1.1% | $3,954 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $37.10万 | 0.27% | 6,345 | 215 | 3.5% | $1.26万 | 加仓 |
| NOBL | PROSHARES TR | $36.40万 | 0.26% | 3,434 | -93 | -2.6% | -$9,859 | 减仓 |
| PAYX | PAYCHEX INC | $36.03万 | 0.26% | 3,911 | 3,911 | — | $36.03万 | 新建仓 |
| PEP | PEPSICO INC | $35.28万 | 0.25% | 2,272 | -12 | -0.5% | -$1,863 | 减仓 |
| CME | CME GROUP INC | $34.38万 | 0.25% | 1,164 | 1,164 | — | $34.38万 | 新建仓 |
| FE | FIRSTENERGY CORP | $33.78万 | 0.24% | 6,668 | 1,025 | 18.2% | $5.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.71万 | 0.24% | 10,988 | 10,988 | — | $33.71万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $33.00万 | 0.24% | 2,872 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.92万 | 0.23% | 553 | 553 | — | $31.92万 | 新建仓 |
| PLD | PROLOGIS INC. | $31.79万 | 0.23% | 2,405 | -227 | -8.6% | -$3.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $31.66万 | 0.23% | 855 | 425 | 98.8% | $15.74万 | 加仓 |
| ABBV | ABBVIE INC | $29.88万 | 0.22% | 1,374 | 34 | 2.5% | $7,395 | 加仓 |
| TFC | TRUIST FINL CORP | $29.45万 | 0.21% | 6,407 | 156 | 2.5% | $7,171 | 加仓 |
| TSLA | TESLA INC | $29.15万 | 0.21% | 784 | 216 | 38.0% | $8.03万 | 加仓 |
| GOOG | ALPHABET INC | $28.32万 | 0.20% | 987 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $28.07万 | 0.20% | 3,318 | -1,704 | -33.9% | -$14.42万 | 减仓 |
| TRP | TC ENERGY CORP | $27.75万 | 0.20% | 4,433 | 146 | 3.4% | $9,140 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $27.59万 | 0.20% | 2,383 | 2,383 | — | $27.59万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $26.75万 | 0.19% | 16,900 | 7,119 | 72.8% | $11.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.94万 | 0.19% | 1,981 | -2 | -0.1% | -$262 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.13万 | 0.18% | 3,170 | 160 | 5.3% | $1.27万 | 加仓 |
| AMCR | AMCOR PLC | $24.96万 | 0.18% | 6,279 | 6,279 | — | $24.96万 | 新建仓 |
| XEL | XCEL ENERGY INC | $24.67万 | 0.18% | 3,106 | -1,141 | -26.9% | -$9.06万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $23.82万 | 0.17% | 1,380 | 1,380 | — | $23.82万 | 新建仓 |
| META | META PLATFORMS INC | $22.71万 | 0.16% | 397 | 53 | 15.4% | $3.03万 | 加仓 |
| — | EXXON MOBIL CORP | $22.60万 | 0.16% | 1,332 | -1,315 | -49.7% | -$22.31万 | 减仓 |
| AMGN | AMGEN INC | $22.48万 | 0.16% | 639 | -265 | -29.3% | -$9.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $22.12万 | 0.16% | 1,338 | -181 | -11.9% | -$2.99万 | 减仓 |
| CAT | CATERPILLAR INC | $20.69万 | 0.15% | 292 | 292 | — | $20.69万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,177 | -100.0% | -$24.36万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -4,267 | -100.0% | -$24.05万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -5,438 | -100.0% | -$22.68万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,510 | -100.0% | -$22.12万 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -1,568 | -100.0% | -$20.35万 | 清仓 |