Atlanta Consulting Group Advisors, LLC
ATLANTA GA · SEC CIK 0002019038
$4.65亿2026Q1 申报市值
143持仓数
63.6%前十大占比 · 第一大 12.3%
7 / 23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
IEMG 加仓+$1,444.60万
IJH 加仓+$833.72万
IJR 加仓+$490.95万
AVEM 加仓+$393.42万
AGG 加仓+$229.22万
2026Q1 卖出最多 按季末市值估算
IWR 清仓-$112.19万
IWM 清仓-$103.93万
JPM 减仓-$102.52万
CAH 清仓-$69.38万
CIEN 清仓-$68.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $5,701.84万 | 12.25% | 458,679 | 39,494 | 9.4% | $490.95万 | 加仓 |
| IVV | ISHARES TR | $5,499.12万 | 11.82% | 84,186 | 1,918 | 2.3% | $125.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,207.61万 | 9.04% | 219,238 | 449 | 0.2% | $8.62万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $3,262.95万 | 7.01% | 1,180,092 | 18,852 | 1.6% | $52.13万 | 加仓 |
| IJH | ISHARES TR | $2,885.34万 | 6.20% | 427,269 | 123,459 | 40.6% | $833.72万 | 加仓 |
| IEMG | ISHARES INC | $2,191.26万 | 4.71% | 314,159 | 207,111 | 193.5% | $1,444.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,760.38万 | 3.78% | 29,460 | 763 | 2.7% | $45.59万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,753.55万 | 3.77% | 576,446 | 5,632 | 1.0% | $17.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,322.70万 | 2.84% | 44,965 | -3,485 | -7.2% | -$102.52万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,004.30万 | 2.16% | 90,911 | 1,086 | 1.2% | $12.00万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $952.66万 | 2.05% | 106,051 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $779.92万 | 1.68% | 21,069 | -1,559 | -6.9% | -$57.71万 | 减仓 |
| IEFA | ISHARES TR | $557.95万 | 1.20% | 61,631 | -5,850 | -8.7% | -$52.96万 | 减仓 |
| KO | COCA COLA CO | $532.09万 | 1.14% | 69,483 | -605 | -0.9% | -$4.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $488.35万 | 1.05% | 10,191 | -523 | -4.9% | -$25.06万 | 减仓 |
| AAPL | APPLE INC | $487.23万 | 1.05% | 19,198 | -969 | -4.8% | -$24.59万 | 减仓 |
| — | EXXON MOBIL CORP | $439.74万 | 0.95% | 25,919 | -12 | -0.0% | -$2,036 | 减仓 |
| CVX | CHEVRON CORPORATION | $421.37万 | 0.91% | 20,366 | -1,729 | -7.8% | -$35.77万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $420.89万 | 0.90% | 52,232 | 48,823 | 1,432.2% | $393.42万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $416.48万 | 0.90% | 70,328 | -10,045 | -12.5% | -$59.49万 | 减仓 |
| GOOG | ALPHABET INC | $335.71万 | 0.72% | 11,703 | 158 | 1.4% | $4.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $294.03万 | 0.63% | 12,029 | 424 | 3.7% | $10.36万 | 加仓 |
| V | VISA INC | $291.93万 | 0.63% | 9,659 | -1,539 | -13.7% | -$46.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $291.04万 | 0.63% | 16,687 | -3,495 | -17.3% | -$60.96万 | 减仓 |
| BX | BLACKSTONE INC | $287.60万 | 0.62% | 25,011 | -1,748 | -6.5% | -$20.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $280.87万 | 0.60% | 35,432 | 711 | 2.0% | $5.64万 | 加仓 |
| ISCG | ISHARES TR | $278.83万 | 0.60% | 50,882 | -7,523 | -12.9% | -$41.23万 | 减仓 |
| AGG | ISHARES TR | $274.89万 | 0.59% | 27,691 | 23,090 | 501.8% | $229.22万 | 加仓 |
| HYG | ISHARES TR | $271.70万 | 0.58% | 34,150 | -7,253 | -17.5% | -$57.70万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $268.92万 | 0.58% | 65,864 | 16,324 | 33.0% | $66.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $238.88万 | 0.51% | 8,318 | 2,034 | 32.4% | $58.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.85万 | 0.48% | 15,567 | -375 | -2.4% | -$5.42万 | 减仓 |
| AMZN | AMAZON COM INC | $223.12万 | 0.48% | 10,713 | -2,937 | -21.5% | -$61.17万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $220.42万 | 0.47% | 28,111 | 28,111 | — | $220.42万 | 新建仓 |
| AVGO | BROADCOM INC | $207.31万 | 0.45% | 6,698 | -1,907 | -22.2% | -$59.02万 | 减仓 |
| WMT | WALMART INC | $205.87万 | 0.44% | 16,533 | -2,655 | -13.8% | -$33.06万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $204.16万 | 0.44% | 14,004 | 71 | 0.5% | $1.04万 | 加仓 |
| MPC | MARATHON PETE CORP | $189.78万 | 0.41% | 7,772 | -133 | -1.7% | -$3.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $188.08万 | 0.40% | 2,884 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $184.08万 | 0.40% | 37,759 | 199 | 0.5% | $9,701 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $183.49万 | 0.39% | 15,049 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $179.81万 | 0.39% | 6,253 | -2,024 | -24.5% | -$58.20万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $161.75万 | 0.35% | 14,746 | 2,492 | 20.3% | $27.33万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $160.04万 | 0.34% | 22,305 | 207 | 0.9% | $1.49万 | 加仓 |
| CAT | CATERPILLAR INC | $159.62万 | 0.34% | 2,253 | -27 | -1.2% | -$1.91万 | 减仓 |
| MAS | MASCO CORP | $149.63万 | 0.32% | 24,785 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $148.77万 | 0.32% | 6,132 | 92 | 1.5% | $2.23万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $135.67万 | 0.29% | 14,473 | 1,136 | 8.5% | $10.65万 | 加仓 |
| CSX | CSX CORP | $131.36万 | 0.28% | 31,999 | 6 | 0.0% | $246 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $119.35万 | 0.26% | 12,132 | -172 | -1.4% | -$1.69万 | 减仓 |
| GE | GE AEROSPACE | $112.62万 | 0.24% | 3,962 | -1 | -0.0% | -$284 | 减仓 |
| MKL | MARKEL GROUP INC | $112.55万 | 0.24% | 588 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $110.74万 | 0.24% | 1,309 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $108.27万 | 0.23% | 3,579 | -11 | -0.3% | -$3,328 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $106.51万 | 0.23% | 36,119 | 6,294 | 21.1% | $18.56万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $103.89万 | 0.22% | 26,374 | 1,738 | 7.1% | $6.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $103.44万 | 0.22% | 20,605 | 2,488 | 13.7% | $12.49万 | 加仓 |
| GEV | GE VERNOVA INC | $103.32万 | 0.22% | 1,183 | 8 | 0.7% | $6,987 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $101.07万 | 0.22% | 14,067 | 1,648 | 13.3% | $11.84万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $100.13万 | 0.22% | 96,000 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $99.34万 | 0.21% | 9,863 | 1,016 | 11.5% | $10.23万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $97.33万 | 0.21% | 7,434 | -66 | -0.9% | -$8,641 | 减仓 |
| — | TOPBUILD COR | $93.45万 | 0.20% | 2,660 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.55万 | 0.18% | 22,081 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $83.30万 | 0.18% | 2,533 | -268 | -9.6% | -$8.81万 | 减仓 |
| MINT | PIMCO ETF TR | $82.30万 | 0.18% | 8,183 | 1 | 0.0% | $101 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $82.05万 | 0.18% | 20,889 | 51 | 0.2% | $2,003 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $81.10万 | 0.17% | 1,864 | -272 | -12.7% | -$11.84万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $78.81万 | 0.17% | 23,274 | 7,098 | 43.9% | $24.03万 | 加仓 |
| ALL | ALLSTATE CORP | $78.47万 | 0.17% | 3,765 | 3 | 0.1% | $625 | 加仓 |
| CMI | CUMMINS INC | $77.58万 | 0.17% | 1,442 | 136 | 10.4% | $7.32万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $76.92万 | 0.17% | 13,895 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $75.61万 | 0.16% | 15,735 | 15,735 | — | $75.61万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $75.34万 | 0.16% | 2,368 | 569 | 31.6% | $18.10万 | 加仓 |
| IDEV | ISHARES TR | $71.29万 | 0.15% | 8,531 | 3,283 | 62.6% | $27.44万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $71.27万 | 0.15% | 42,931 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $69.71万 | 0.15% | 3,205 | 580 | 22.1% | $12.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.24万 | 0.15% | 2,559 | 156 | 6.5% | $4.22万 | 加仓 |
| IVE | ISHARES TR | $66.87万 | 0.14% | 3,167 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $66.32万 | 0.14% | 721 | -86 | -10.7% | -$7.91万 | 减仓 |
| MRK | MERCK & CO INC | $65.67万 | 0.14% | 5,421 | 160 | 3.0% | $1.94万 | 加仓 |
| ETN | EATON CORP PLC | $63.92万 | 0.14% | 1,787 | -366 | -17.0% | -$13.09万 | 减仓 |
| CB | CHUBB LTD SWITZ | $63.25万 | 0.14% | 1,935 | 346 | 21.8% | $11.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $61.43万 | 0.13% | 6,614 | 489 | 8.0% | $4.54万 | 加仓 |
| PAVE | GLOBAL X FDS | $61.29万 | 0.13% | 12,063 | 3,348 | 38.4% | $17.01万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $60.30万 | 0.13% | 12,032 | 162 | 1.4% | $8,119 | 加仓 |
| MCD | MCDONALDS CORP | $55.07万 | 0.12% | 1,772 | -178 | -9.1% | -$5.53万 | 减仓 |
| PEP | PEPSICO INC | $53.76万 | 0.12% | 3,462 | -77 | -2.2% | -$1.20万 | 减仓 |
| CME | CME GROUP INC | $53.43万 | 0.11% | 1,809 | 487 | 36.8% | $14.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $50.62万 | 0.11% | 3,809 | 1,541 | 67.9% | $20.48万 | 加仓 |
| GLW | CORNING INC | $50.00万 | 0.11% | 3,677 | 44 | 1.2% | $5,983 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $48.98万 | 0.11% | 3,383 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.15万 | 0.10% | 8,724 | 213 | 2.5% | $1.15万 | 加仓 |
| CRM | SALESFORCE INC | $44.45万 | 0.10% | 2,381 | -57 | -2.3% | -$1.06万 | 减仓 |
| USHY | ISHARES TR | $44.24万 | 0.10% | 12,010 | 983 | 8.9% | $3.62万 | 加仓 |
| BOND | PIMCO ETF TR | $44.10万 | 0.09% | 4,779 | 783 | 19.6% | $7.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.47万 | 0.09% | 1,752 | -145 | -7.6% | -$3.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $41.20万 | 0.09% | 5,175 | -1,273 | -19.7% | -$10.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.93万 | 0.09% | 2,086 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $40.24万 | 0.09% | 7,559 | 9 | 0.1% | $479 | 加仓 |