13F 机构持仓

Atlanta Consulting Group Advisors, LLC

ATLANTA GA · SEC CIK 0002019038

2026Q22026Q1 更早 9 个季度 🔒
$6.31亿2026Q2 申报市值
185持仓数
56.4%前十大占比 · 第一大 11.6%
45 / 5新建仓 / 清仓
申报市值走势$6.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IJR 11.6%
IVV 10.2%
RSP 7.4%
VOO 5.8%
IJH 5.6%
ARLP 4.5%
IEMG 3.7%
EAGL 2.9%
AVUV 2.4%
JPM 2.4%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$1,620.05万
WCMI 新建仓+$847.78万
EXXON MOBIL CORP 加仓+$815.25万
BRK/B 加仓+$568.64万
PG 加仓+$523.89万

2026Q2 卖出最多 按季末市值估算

CHDN 减仓-$314.44万
IEMG 减仓-$240.23万
GSY 清仓-$60.30万
EAGL 减仓-$35.26万
BND 清仓-$29.25万

2026Q2 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
TNGY TORTOISE CAPITAL SERIES TRUS $93.22万0.15%96,000 00.0% — 不变
GLW CORNING INC $94.00万0.15%3,680 30.1% $766 加仓
— TOPBUILD COR $94.31万0.15%2,660 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $94.86万0.15%23,592 3181.4% $1.28万 加仓
MDLZ MONDELEZ INTL INC $95.96万0.15%16,449 10,346169.5% $60.36万 加仓
— STERLING CAP FDS $97.47万0.15%39,021 39,021— $97.47万 新建仓
CMI CUMMINS INC $97.71万0.15%1,370 -72-5.0% -$5.14万 减仓
VZ VERIZON COMMUNICATIONS INC $99.71万0.16%23,551 2,94614.3% $12.47万 加仓
EMNT PIMCO ETF TR $100.82万0.16%10,190 10,190— $100.82万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $101.98万0.16%1,056 1,056— $101.98万 新建仓
PM PHILIP MORRIS INTL INC $102.42万0.16%5,616 5,616— $102.42万 新建仓
PEP PEPSICO INC $103.64万0.16%7,654 4,192121.1% $56.76万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $108.20万0.17%520 520— $108.20万 新建仓
UNH UNITEDHEALTH GROUP INC $110.27万0.17%2,653 943.7% $3.91万 加仓
TLH ISHARES TR $112.17万0.18%11,178 1,31513.3% $13.20万 加仓
HOMB HOME BANCSHARES INC $112.77万0.18%39,498 39,498— $112.77万 新建仓
AVDS AMERICAN CENTY ETF TR $116.65万0.18%15,499 1,43210.2% $10.78万 加仓
MCD MCDONALDS CORP $121.37万0.19%4,490 2,718153.4% $73.47万 加仓
MCO MOODYS CORP $124.64万0.20%2,752 2,088314.5% $94.57万 加仓
UPS UNITED PARCEL SVCS INC $125.13万0.20%11,640 -492-4.1% -$5.29万 减仓
LSGR NATIXIS ETF TRUST II $125.78万0.20%29,855 3,48113.2% $14.67万 加仓
DUK DUKE ENERGY CORP NEW $130.00万0.21%10,271 2,83738.2% $35.91万 加仓
LLY ELI LILLY & CO $132.30万0.21%1,103 38253.0% $45.82万 加仓
GEV GE VERNOVA INC $136.34万0.22%1,160 -23-1.9% -$2.70万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $138.39万0.22%39,974 3,85510.7% $13.35万 加仓
BRO BROWN & BROWN INC $139.69万0.22%21,775 21,775— $139.69万 新建仓
SCHW SCHWAB CHARLES CORP $144.21万0.23%15,629 15,629— $144.21万 新建仓
GE GE AEROSPACE $148.48万0.24%3,973 110.3% $4,111 加仓
WFC WELLS FARGO & CO $153.00万0.24%18,514 13,339257.8% $110.23万 加仓
TFC TRUIST FINL CORP $154.27万0.24%30,966 30,966— $154.27万 新建仓
CSX CSX CORP $165.08万0.26%34,732 2,7338.5% $12.99万 加仓
UNP UNION PAC CORP $165.95万0.26%6,101 -31-0.5% -$8,432 减仓
JAVA J P MORGAN EXCHANGE TRADED F $185.78万0.29%23,395 1,0904.9% $8.66万 加仓
VONV VANGUARD SCOTTSDALE FDS $186.41万0.30%17,535 3,06221.2% $32.55万 加仓
WMT WALMART INC $191.08万0.30%16,871 3382.0% $3.83万 加仓
VONG VANGUARD SCOTTSDALE FDS $196.15万0.31%15,347 6014.1% $7.68万 加仓
MAS MASCO CORP $201.68万0.32%24,785 00.0% — 不变
FEX FIRST TR EXCHANGE-TRADED ALP $210.50万0.33%15,049 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $215.22万0.34%2,882 -2-0.1% -$1,494 减仓
VSS VANGUARD INTL EQUITY INDEX F $216.07万0.34%14,004 00.0% — 不变
BAC BANK OF AMER CORP $216.87万0.34%38,061 3020.8% $1.72万 加仓
BSV VANGUARD BD INDEX FDS $229.14万0.36%29,411 1,3004.6% $10.13万 加仓
MPC MARATHON PETE CORP $231.02万0.37%9,036 1,26416.3% $32.32万 加仓
AVGO BROADCOM INC $232.09万0.37%6,144 -554-8.3% -$20.93万 减仓
CAT CATERPILLAR INC $243.01万0.39%2,282 291.3% $3.09万 加仓
GOOGL ALPHABET INC $245.23万0.39%6,862 6099.7% $21.76万 加仓
GLPI GAMING & LEISURE P $251.71万0.40%56,525 56,525— $251.71万 新建仓
CATH GLOBAL X FDS $254.07万0.40%28,617 28,617— $254.07万 新建仓
AGG ISHARES TR $274.68万0.44%27,751 600.2% $5,939 加仓
HBAN HUNTINGTON BANCSHARES INC $278.75万0.44%157,048 157,048— $278.75万 新建仓
AXP AMERICAN EXPRESS CO $284.48万0.45%8,410 4,831135.0% $163.42万 加仓
VCSH VANGUARD SCOTTSDALE FDS $291.86万0.46%36,930 1,4984.2% $11.84万 加仓
IBM INTERNATIONAL BUSINESS MACHS $293.05万0.46%10,421 8,669494.8% $243.78万 加仓
VO VANGUARD INDEX FDS $299.68万0.48%37,195 3,92311.8% $31.61万 加仓
XLRE SELECT SECTOR SPDR TR $320.24万0.51%72,733 6,86910.4% $30.24万 加仓
HYG ISHARES TR $323.87万0.51%40,500 6,35018.6% $50.78万 加仓
ABBV ABBVIE INC $328.52万0.52%13,055 9,850307.3% $247.87万 加仓
MMM 3M CO $328.97万0.52%20,318 20,318— $328.97万 新建仓
ISCG ISHARES TR $333.48万0.53%50,882 00.0% — 不变
AMZN AMAZON COM INC $334.30万0.53%14,026 3,31330.9% $78.96万 加仓
V VISA INC $338.76万0.54%9,874 2152.2% $7.38万 加仓
MKL MARKEL GROUP INC $341.39万0.54%1,748 1,160197.3% $226.55万 加仓
NVDA NVIDIA CORPORATION $348.72万0.55%17,428 7414.4% $14.83万 加仓
GS GOLDMAN SACHS GROUP INC $397.17万0.63%3,927 2,618200.0% $264.78万 加仓
CVX CHEVRON CORPORATION $429.95万0.68%25,938 5,57227.4% $92.36万 加仓
BX BLACKSTONE INC $445.25万0.71%37,839 12,82851.3% $150.95万 加仓
SPMD SPDR SERIES TRUST $475.14万0.75%70,329 10.0% $68 加仓
JNJ JOHNSON & JOHNSON $496.53万0.79%19,551 7,52262.5% $191.03万 加仓
MRK MERCK & CO INC $523.17万0.83%40,446 35,025646.1% $453.05万 加仓
AAPL APPLE INC $567.44万0.90%19,610 4122.1% $11.92万 加仓
IEFA ISHARES TR $600.50万0.95%62,176 5450.9% $5.26万 加仓
CHDN CHURCHILL DOWNS INC $636.20万1.01%70,973 -35,078-33.1% -$314.44万 减仓
KO COCA COLA CO $662.05万1.05%80,934 11,45116.5% $93.67万 加仓
AVEM AMERICAN CENTY ETF TR $698.42万1.11%72,383 20,15138.6% $194.44万 加仓
GOOG ALPHABET INC $715.78万1.13%20,258 8,55573.1% $302.27万 加仓
PG PROCTER & GAMBLE CO $752.16万1.19%51,293 35,726229.5% $523.89万 加仓
MSFT MICROSOFT CORP $819.83万1.30%21,978 9094.3% $33.91万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $847.78万1.34%433,206 433,206— $847.78万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,078.59万1.71%21,555 11,364111.5% $568.64万 加仓
— EXXON MOBIL CORP $1,169.61万1.85%85,548 59,629230.1% $815.25万 加仓
JPM JPMORGAN CHASE & CO $1,484.09万2.35%45,339 3740.8% $12.24万 加仓
AVUV AMERICAN CENTY ETF TR $1,497.86万2.37%120,060 29,14932.1% $363.66万 加仓
EAGL 2023 ETF SERIES TRUST $1,819.16万2.88%565,484 -10,962-1.9% -$35.26万 减仓
IEMG ISHARES INC $2,362.27万3.74%285,160 -28,999-9.2% -$240.23万 减仓
ARLP ALLIANCE RESOURCE PARTNERS L $2,826.26万4.48%1,178,592 -1,500-0.1% -$3.60万 减仓
IJH ISHARES TR $3,509.25万5.56%455,097 27,8286.5% $214.58万 加仓
VOO VANGUARD INDEX FDS $3,643.40万5.78%53,048 23,58880.1% $1,620.05万 加仓
RSP INVESCO EXCHANGE TRADED FD T $4,667.71万7.40%219,378 1400.1% $2.98万 加仓
IVV ISHARES TR $6,431.63万10.20%85,882 1,6962.0% $127.01万 加仓
IJR ISHARES TR $7,309.94万11.59%492,883 34,2047.5% $507.28万 加仓