Atlanta Consulting Group Advisors, LLC
ATLANTA GA · SEC CIK 0002019038
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $7,309.94万 | 11.59% | 492,883 | 34,204 | 7.5% | $507.28万 | 加仓 |
| IVV | ISHARES TR | $6,431.63万 | 10.20% | 85,882 | 1,696 | 2.0% | $127.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,667.71万 | 7.40% | 219,378 | 140 | 0.1% | $2.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,643.40万 | 5.78% | 53,048 | 23,588 | 80.1% | $1,620.05万 | 加仓 |
| IJH | ISHARES TR | $3,509.25万 | 5.56% | 455,097 | 27,828 | 6.5% | $214.58万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $2,826.26万 | 4.48% | 1,178,592 | -1,500 | -0.1% | -$3.60万 | 减仓 |
| IEMG | ISHARES INC | $2,362.27万 | 3.74% | 285,160 | -28,999 | -9.2% | -$240.23万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,819.16万 | 2.88% | 565,484 | -10,962 | -1.9% | -$35.26万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,497.86万 | 2.37% | 120,060 | 29,149 | 32.1% | $363.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,484.09万 | 2.35% | 45,339 | 374 | 0.8% | $12.24万 | 加仓 |
| — | EXXON MOBIL CORP | $1,169.61万 | 1.85% | 85,548 | 59,629 | 230.1% | $815.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,078.59万 | 1.71% | 21,555 | 11,364 | 111.5% | $568.64万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $847.78万 | 1.34% | 433,206 | 433,206 | — | $847.78万 | 新建仓 |
| MSFT | MICROSOFT CORP | $819.83万 | 1.30% | 21,978 | 909 | 4.3% | $33.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $752.16万 | 1.19% | 51,293 | 35,726 | 229.5% | $523.89万 | 加仓 |
| GOOG | ALPHABET INC | $715.78万 | 1.13% | 20,258 | 8,555 | 73.1% | $302.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $698.42万 | 1.11% | 72,383 | 20,151 | 38.6% | $194.44万 | 加仓 |
| KO | COCA COLA CO | $662.05万 | 1.05% | 80,934 | 11,451 | 16.5% | $93.67万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $636.20万 | 1.01% | 70,973 | -35,078 | -33.1% | -$314.44万 | 减仓 |
| IEFA | ISHARES TR | $600.50万 | 0.95% | 62,176 | 545 | 0.9% | $5.26万 | 加仓 |
| AAPL | APPLE INC | $567.44万 | 0.90% | 19,610 | 412 | 2.1% | $11.92万 | 加仓 |
| MRK | MERCK & CO INC | $523.17万 | 0.83% | 40,446 | 35,025 | 646.1% | $453.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $496.53万 | 0.79% | 19,551 | 7,522 | 62.5% | $191.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $475.14万 | 0.75% | 70,329 | 1 | 0.0% | $68 | 加仓 |
| BX | BLACKSTONE INC | $445.25万 | 0.71% | 37,839 | 12,828 | 51.3% | $150.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $429.95万 | 0.68% | 25,938 | 5,572 | 27.4% | $92.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $397.17万 | 0.63% | 3,927 | 2,618 | 200.0% | $264.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $348.72万 | 0.55% | 17,428 | 741 | 4.4% | $14.83万 | 加仓 |
| MKL | MARKEL GROUP INC | $341.39万 | 0.54% | 1,748 | 1,160 | 197.3% | $226.55万 | 加仓 |
| V | VISA INC | $338.76万 | 0.54% | 9,874 | 215 | 2.2% | $7.38万 | 加仓 |
| AMZN | AMAZON COM INC | $334.30万 | 0.53% | 14,026 | 3,313 | 30.9% | $78.96万 | 加仓 |
| ISCG | ISHARES TR | $333.48万 | 0.53% | 50,882 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $328.97万 | 0.52% | 20,318 | 20,318 | — | $328.97万 | 新建仓 |
| ABBV | ABBVIE INC | $328.52万 | 0.52% | 13,055 | 9,850 | 307.3% | $247.87万 | 加仓 |
| HYG | ISHARES TR | $323.87万 | 0.51% | 40,500 | 6,350 | 18.6% | $50.78万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $320.24万 | 0.51% | 72,733 | 6,869 | 10.4% | $30.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $299.68万 | 0.48% | 37,195 | 3,923 | 11.8% | $31.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $293.05万 | 0.46% | 10,421 | 8,669 | 494.8% | $243.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $291.86万 | 0.46% | 36,930 | 1,498 | 4.2% | $11.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $284.48万 | 0.45% | 8,410 | 4,831 | 135.0% | $163.42万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $278.75万 | 0.44% | 157,048 | 157,048 | — | $278.75万 | 新建仓 |
| AGG | ISHARES TR | $274.68万 | 0.44% | 27,751 | 60 | 0.2% | $5,939 | 加仓 |
| CATH | GLOBAL X FDS | $254.07万 | 0.40% | 28,617 | 28,617 | — | $254.07万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $251.71万 | 0.40% | 56,525 | 56,525 | — | $251.71万 | 新建仓 |
| GOOGL | ALPHABET INC | $245.23万 | 0.39% | 6,862 | 609 | 9.7% | $21.76万 | 加仓 |
| CAT | CATERPILLAR INC | $243.01万 | 0.39% | 2,282 | 29 | 1.3% | $3.09万 | 加仓 |
| AVGO | BROADCOM INC | $232.09万 | 0.37% | 6,144 | -554 | -8.3% | -$20.93万 | 减仓 |
| MPC | MARATHON PETE CORP | $231.02万 | 0.37% | 9,036 | 1,264 | 16.3% | $32.32万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $229.14万 | 0.36% | 29,411 | 1,300 | 4.6% | $10.13万 | 加仓 |
| BAC | BANK OF AMER CORP | $216.87万 | 0.34% | 38,061 | 302 | 0.8% | $1.72万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $216.07万 | 0.34% | 14,004 | 0 | 0.0% | — | 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 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $210.50万 | 0.33% | 15,049 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $201.68万 | 0.32% | 24,785 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $196.15万 | 0.31% | 15,347 | 601 | 4.1% | $7.68万 | 加仓 |
| WMT | WALMART INC | $191.08万 | 0.30% | 16,871 | 338 | 2.0% | $3.83万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $186.41万 | 0.30% | 17,535 | 3,062 | 21.2% | $32.55万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $185.78万 | 0.29% | 23,395 | 1,090 | 4.9% | $8.66万 | 加仓 |
| UNP | UNION PAC CORP | $165.95万 | 0.26% | 6,101 | -31 | -0.5% | -$8,432 | 减仓 |
| CSX | CSX CORP | $165.08万 | 0.26% | 34,732 | 2,733 | 8.5% | $12.99万 | 加仓 |
| TFC | TRUIST FINL CORP | $154.27万 | 0.24% | 30,966 | 30,966 | — | $154.27万 | 新建仓 |
| WFC | WELLS FARGO & CO | $153.00万 | 0.24% | 18,514 | 13,339 | 257.8% | $110.23万 | 加仓 |
| GE | GE AEROSPACE | $148.48万 | 0.24% | 3,973 | 11 | 0.3% | $4,111 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $144.21万 | 0.23% | 15,629 | 15,629 | — | $144.21万 | 新建仓 |
| BRO | BROWN & BROWN INC | $139.69万 | 0.22% | 21,775 | 21,775 | — | $139.69万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $138.39万 | 0.22% | 39,974 | 3,855 | 10.7% | $13.35万 | 加仓 |
| GEV | GE VERNOVA INC | $136.34万 | 0.22% | 1,160 | -23 | -1.9% | -$2.70万 | 减仓 |
| LLY | ELI LILLY & CO | $132.30万 | 0.21% | 1,103 | 382 | 53.0% | $45.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $130.00万 | 0.21% | 10,271 | 2,837 | 38.2% | $35.91万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $125.78万 | 0.20% | 29,855 | 3,481 | 13.2% | $14.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $125.13万 | 0.20% | 11,640 | -492 | -4.1% | -$5.29万 | 减仓 |
| MCO | MOODYS CORP | $124.64万 | 0.20% | 2,752 | 2,088 | 314.5% | $94.57万 | 加仓 |
| MCD | MCDONALDS CORP | $121.37万 | 0.19% | 4,490 | 2,718 | 153.4% | $73.47万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $116.65万 | 0.18% | 15,499 | 1,432 | 10.2% | $10.78万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $112.77万 | 0.18% | 39,498 | 39,498 | — | $112.77万 | 新建仓 |
| TLH | ISHARES TR | $112.17万 | 0.18% | 11,178 | 1,315 | 13.3% | $13.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $110.27万 | 0.17% | 2,653 | 94 | 3.7% | $3.91万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $108.20万 | 0.17% | 520 | 520 | — | $108.20万 | 新建仓 |
| PEP | PEPSICO INC | $103.64万 | 0.16% | 7,654 | 4,192 | 121.1% | $56.76万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $102.42万 | 0.16% | 5,616 | 5,616 | — | $102.42万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $101.98万 | 0.16% | 1,056 | 1,056 | — | $101.98万 | 新建仓 |
| EMNT | PIMCO ETF TR | $100.82万 | 0.16% | 10,190 | 10,190 | — | $100.82万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.71万 | 0.16% | 23,551 | 2,946 | 14.3% | $12.47万 | 加仓 |
| CMI | CUMMINS INC | $97.71万 | 0.15% | 1,370 | -72 | -5.0% | -$5.14万 | 减仓 |
| — | STERLING CAP FDS | $97.47万 | 0.15% | 39,021 | 39,021 | — | $97.47万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $95.96万 | 0.15% | 16,449 | 10,346 | 169.5% | $60.36万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $94.86万 | 0.15% | 23,592 | 318 | 1.4% | $1.28万 | 加仓 |
| — | TOPBUILD COR | $94.31万 | 0.15% | 2,660 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $94.00万 | 0.15% | 3,680 | 3 | 0.1% | $766 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $93.22万 | 0.15% | 96,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $86.68万 | 0.14% | 6,208 | 46 | 0.7% | $6,423 | 加仓 |
| ALL | ALLSTATE CORP | $85.35万 | 0.14% | 3,571 | -194 | -5.2% | -$4.64万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $85.26万 | 0.14% | 20,938 | 49 | 0.2% | $1,995 | 加仓 |
| HD | HOME DEPOT INC | $84.78万 | 0.13% | 2,404 | -129 | -5.1% | -$4.55万 | 减仓 |
| IDEV | ISHARES TR | $84.53万 | 0.13% | 9,497 | 966 | 11.3% | $8.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $84.44万 | 0.13% | 2,126 | -242 | -10.2% | -$9.61万 | 减仓 |
| MINT | PIMCO ETF TR | $82.69万 | 0.13% | 8,203 | 20 | 0.2% | $2,016 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $81.17万 | 0.13% | 22,081 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $79.74万 | 0.13% | 9,085 | 2,471 | 37.4% | $21.69万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $79.29万 | 0.13% | 42,931 | 0 | 0.0% | — | 不变 |