Atlatl Advisers LLC
MADISON WI · SEC CIK 0002023168
$4.21亿2026Q2 申报市值
459持仓数
49.2%前十大占比 · 第一大 13.0%
328 / 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
QQQ 加仓+$5,423.81万
SPY 重新持有+$2,681.43万
SNDK 新建仓+$1,733.49万
MU 加仓+$1,142.52万
WDC 加仓+$803.00万
2026Q2 卖出最多 按季末市值估算
BNDX 重新持有-$402.53万
GLW 重新持有-$290.09万
GM 重新持有-$271.86万
IAGG 清仓-$228.25万
APP 重新持有-$185.84万
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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $89.34万 | 0.21% | 13,137 | -816 | -5.8% | -$5.55万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $89.48万 | 0.21% | 14,990 | -5,456 | -26.7% | -$32.57万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $96.66万 | 0.23% | 3,500 | 3,500 | — | $96.66万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $97.59万 | 0.23% | 2,762 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $101.04万 | 0.24% | 7,347 | -321 | -4.2% | -$4.41万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $121.54万 | 0.29% | 3,630 | 220 | 6.5% | $7.37万 | 加仓 |
| — | COINSHARES BITCOIN MINING ETF | $132.95万 | 0.32% | 21,079 | -4 | -0.0% | -$252 | 减仓 |
| QLD | PROSHARES ULTRA QQQ | $134.65万 | 0.32% | 13,916 | 78 | 0.6% | $7,547 | 加仓 |
| — | T-REX 2X LONG SNDK DAILY TARGET ETF | $135.76万 | 0.32% | 20,000 | 20,000 | — | $135.76万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $136.99万 | 0.33% | 1,166 | 1,166 | — | $136.99万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $140.09万 | 0.33% | 7,353 | 7,353 | — | $140.09万 | 新建仓 |
| TSLA | TESLA INC COM | $141.20万 | 0.34% | 3,357 | 500 | 17.5% | $21.03万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $144.32万 | 0.34% | 27,173 | 27,173 | — | $144.32万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $153.08万 | 0.36% | 13,121 | -130 | -1.0% | -$1.52万 | 减仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $154.18万 | 0.37% | 54,965 | 54,965 | — | $154.18万 | 新建仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $155.92万 | 0.37% | 31,004 | 31,004 | — | $155.92万 | 新建仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $155.95万 | 0.37% | 17,579 | -57 | -0.3% | -$5,057 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $156.18万 | 0.37% | 29,839 | -13,996 | -31.9% | -$73.26万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $156.92万 | 0.37% | 15,637 | 83 | 0.5% | $8,329 | 加仓 |
| MSFT | MICROSOFT CORP COM | $173.12万 | 0.41% | 4,641 | -267 | -5.4% | -$9.96万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $177.61万 | 0.42% | 4,970 | -61 | -1.2% | -$2.18万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $183.60万 | 0.44% | 9,912 | 9,912 | — | $183.60万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $222.31万 | 0.53% | 14,012 | 14,012 | — | $222.31万 | 新建仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $236.83万 | 0.56% | 53,789 | 53,789 | — | $236.83万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $249.08万 | 0.59% | 61,915 | 208 | 0.3% | $8,368 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $253.65万 | 0.60% | 12,677 | 78 | 0.6% | $1.56万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $257.73万 | 0.61% | 25,228 | 9,540 | 60.8% | $97.46万 | 加仓 |
| AMZN | AMAZON COM INC COM | $264.20万 | 0.63% | 11,085 | 166 | 1.5% | $3.96万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $268.48万 | 0.64% | 3,585 | 1,094 | 43.9% | $81.93万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $314.22万 | 0.75% | 36,478 | 36,478 | — | $314.22万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $354.32万 | 0.84% | 49,729 | -20,425 | -29.1% | -$145.53万 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $369.64万 | 0.88% | 96,689 | 952 | 1.0% | $3.64万 | 加仓 |
| MBB | ISHARES MBS ETF | $406.51万 | 0.97% | 43,008 | -220 | -0.5% | -$2.08万 | 减仓 |
| COHR | COHERENT CORP COM | $440.62万 | 1.05% | 11,170 | 11,170 | — | $440.62万 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $472.42万 | 1.12% | 29,245 | 29,245 | — | $472.42万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $484.72万 | 1.15% | 5,649 | 5,649 | — | $484.72万 | 新建仓 |
| AAPL | APPLE INC COM | $499.52万 | 1.19% | 17,263 | -1,907 | -9.9% | -$55.18万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $506.18万 | 1.20% | 14,276 | 14,276 | — | $506.18万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $546.70万 | 1.30% | 18,120 | 18,120 | — | $546.70万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $550.38万 | 1.31% | 122,008 | 122,008 | — | $550.38万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $561.59万 | 1.33% | 13,016 | 13,016 | — | $561.59万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $564.16万 | 1.34% | 247,655 | 622 | 0.3% | $1.42万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $587.49万 | 1.39% | 11,976 | 9,973 | 497.9% | $489.24万 | 加仓 |
| TER | TERADYNE INC COM | $590.19万 | 1.40% | 12,198 | 1,881 | 18.2% | $91.01万 | 重新持有 |
| GLW | CORNING INC COM | $596.40万 | 1.42% | 23,349 | -11,357 | -32.7% | -$290.09万 | 重新持有 |
| FIX | COMFORT SYS USA INC COM | $607.07万 | 1.44% | 3,063 | 1,304 | 74.1% | $258.45万 | 重新持有 |
| INTC | INTEL CORP COM | $653.29万 | 1.55% | 46,787 | -364 | -0.8% | -$5.08万 | 重新持有 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $657.45万 | 1.56% | 128,359 | 2,584 | 2.1% | $13.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $662.87万 | 1.57% | 19,438 | 19,438 | — | $662.87万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $677.09万 | 1.61% | 9,365 | 9,365 | — | $677.09万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $691.25万 | 1.64% | 23,205 | 23,205 | — | $691.25万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $702.43万 | 1.67% | 16,210 | 14,442 | 816.9% | $625.82万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $767.27万 | 1.82% | 7,951 | 32 | 0.4% | $3.09万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC COM | $782.95万 | 1.86% | 13,478 | 13,478 | — | $782.95万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $888.59万 | 2.11% | 13,912 | 12,572 | 938.2% | $803.00万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,148.88万 | 2.73% | 248,945 | -18,526 | -6.9% | -$85.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,278.95万 | 3.04% | 11,080 | 9,898 | 837.4% | $1,142.52万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,449.13万 | 3.44% | 21,099 | 9,804 | 86.8% | $673.36万 | 加仓 |
| SNDK | SANDISK CORP COM | $1,733.49万 | 4.12% | 7,624 | 7,624 | — | $1,733.49万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,806.86万 | 6.66% | 260,812 | 19 | 0.0% | $2,045 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,415.73万 | 10.49% | 59,131 | 35,907 | 154.6% | $2,681.43万 | 重新持有 |
| QQQ | INVESCO QQQ TRUST SERIES I | $5,468.36万 | 12.98% | 74,258 | 73,653 | 12,174.0% | $5,423.81万 | 加仓 |