13F 机构持仓

Atlas Legacy Advisors, LLC

LOS ANGELES CA · SEC CIK 0002054111

2026Q22026Q1 更早 9 个季度 🔒
$6.78亿2026Q2 申报市值
213持仓数
42.6%前十大占比 · 第一大 9.1%
27 / 12新建仓 / 清仓
申报市值走势$6.78亿2026Q2
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

IYW 9.1%
VOO 6.4%
IVV 5.9%
QQQM 4.0%
EEM 3.9%
RWL 3.8%
VGT 2.6%
AAPL 2.5%
IWR 2.4%
IEFA 1.8%

2026Q2 买入最多 按季末市值估算

AAPL 加仓+$347.74万
NVDA 加仓+$274.66万
GOOG 加仓+$244.71万
IYW 加仓+$202.10万
MSFT 加仓+$193.68万

2026Q2 卖出最多 按季末市值估算

VGT 减仓-$648.65万
QQQM 减仓-$243.74万
AMD 减仓-$57.19万
SPGI 清仓-$47.98万
HDV 减仓-$42.91万

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
— TESLA INC 看涨期权 $00.00%0 -1,500-100.0% -$55.76万 清仓
— SPDR GOLD TR 看涨期权 $00.00%0 -1,200-100.0% -$51.63万 清仓
SPGI S&P GLOBAL INC $00.00%0 -1,128-100.0% -$47.98万 清仓
— NVIDIA CORPORATION 看涨期权 $00.00%0 -2,500-100.0% -$43.60万 清仓
— APPLE INC 看涨期权 $00.00%0 -1,500-100.0% -$38.07万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -432-100.0% -$26.11万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,287-100.0% -$25.52万 清仓
CMS CMS ENERGY CORP $00.00%0 -2,794-100.0% -$21.66万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -3,569-100.0% -$21.65万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -430-100.0% -$21.08万 清仓
WIT WIPRO LTD $00.00%0 -21,341-100.0% -$4.52万 清仓
— GOPRO INC 看涨期权 $00.00%0 -10,000-100.0% -$7,700 清仓
— GOSSAMER BIO INC $1,9770.00%12,008 12,008— $1,977 新建仓
LYG LLOYDS BANKING GROUP PLC $8.10万0.01%14,074 14,074— $8.10万 新建仓
— LIXTE BIOTECHNOLOGY HLDGS IN $10.22万0.02%13,771 00.0% — 不变
— TALKSPACE INC $10.61万0.02%20,411 00.0% — 不变
SAN BANCO SANTANDER SA $18.13万0.03%13,492 13,492— $18.13万 新建仓
HON HONEYWELL INTL INC $20.64万0.03%922 -685-42.6% -$15.34万 减仓
MDLZ MONDELEZ INTL INC $20.86万0.03%3,607 3,607— $20.86万 新建仓
EXPE EXPEDIA GROUP INC $20.90万0.03%816 -13-1.6% -$3,330 重新持有
AOA ISHARES TR $20.93万0.03%2,144 -448-17.3% -$4.37万 减仓
VOT VANGUARD INDEX FDS $21.23万0.03%693 693— $21.23万 新建仓
SMMU PIMCO ETF TR $22.03万0.03%4,363 -574-11.6% -$2.90万 减仓
ECL ECOLAB INC $24.59万0.04%884 10713.8% $2.98万 加仓
SUB ISHARES TR $26.03万0.04%2,445 -40-1.6% -$4,259 减仓
DELL DELL TECHNOLOGIES INC $26.94万0.04%773 773— $26.94万 新建仓
CHD CHURCH & DWIGHT CO INC $26.99万0.04%2,810 62428.5% $5.99万 加仓
DAL DELTA AIR LINES INC $27.17万0.04%2,958 2,958— $27.17万 新建仓
NVS NOVARTIS AG $27.63万0.04%1,788 1,788— $27.63万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $27.81万0.04%8,354 4756.0% $1.58万 加仓
WDC WESTERN DIGITAL CORP $27.95万0.04%571 571— $27.95万 新建仓
IWF ISHARES TR $27.96万0.04%2,252 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $28.55万0.04%2,786 1084.0% $1.11万 加仓
ETN EATON CORP PLC $28.75万0.04%722 722— $28.75万 新建仓
DIS DISNEY WALT CO $28.76万0.04%2,872 29211.3% $2.92万 重新持有
SBUX STARBUCKS CORP $28.78万0.04%2,875 2,875— $28.78万 新建仓
ABT ABBOTT LABORATORIES $28.80万0.04%3,059 43616.6% $4.10万 加仓
— ADVANCED MICRO DEVICES INC 看涨期权 $29.05万0.04%500 500— $29.05万 新建仓
VGLT VANGUARD SCOTTSDALE FDS $29.59万0.04%5,363 -261-4.6% -$1.44万 减仓
— MARVELL TECHNOLOGY INC 看涨期权 $29.79万0.04%1,000 1,000— $29.79万 新建仓
TTE TOTALENERGIES SE $30.49万0.05%4,039 91529.3% $6.91万 加仓
SPLV INVESCO EXCH TRADED FD TR II $30.93万0.05%4,129 -82-1.9% -$6,142 减仓
NEE NEXTERA ENERGY INC $31.10万0.05%3,607 1,23652.1% $10.66万 加仓
IBM INTERNATIONAL BUSINESS MACHS $32.17万0.05%1,131 343.1% $9,671 重新持有
CL COLGATE PALMOLIVE CO $32.21万0.05%3,606 3,606— $32.21万 新建仓
EMB ISHARES TR $32.44万0.05%3,364 -91-2.6% -$8,776 减仓
— INVESCO EXCHANGE TRADED FD T $32.66万0.05%5,964 -387-6.1% -$2.12万 减仓
— SPACE EXPLORATION TECHN CORP 看涨期权 $34.17万0.05%2,000 2,000— $34.17万 新建仓
VLUE ISHARES TR $34.23万0.05%1,713 30021.2% $5.99万 加仓
STIP ISHARES TR $34.98万0.05%3,424 3,424— $34.98万 新建仓
EWY ISHARES INC $35.39万0.05%1,821 1,821— $35.39万 新建仓
C CITIGROUP INC $35.42万0.05%2,531 -225-8.2% -$3.15万 减仓
KLAC KLA CORP $35.61万0.05%988 988— $35.61万 新建仓
BA BOEING CO $35.65万0.05%1,570 52850.7% $11.99万 加仓
PM PHILIP MORRIS INTL INC $35.73万0.05%2,009 48832.1% $8.68万 加仓
DFAI DIMENSIONAL ETF TRUST $35.82万0.05%8,684 00.0% — 不变
MUNI PIMCO ETF TR $36.20万0.05%6,883 -306-4.3% -$1.61万 减仓
SHM SPDR SERIES TRUST $36.53万0.05%7,617 -106-1.4% -$5,084 减仓
CTAS CINTAS CORP $37.88万0.06%2,186 23211.9% $4.02万 加仓
KO COCA COLA CO $38.93万0.06%4,959 1,47342.3% $11.56万 加仓
RWR SPDR SERIES TRUST $39.22万0.06%3,472 -40-1.1% -$4,519 减仓
MUB ISHARES TR $40.13万0.06%3,729 -650-14.8% -$7.00万 减仓
BP BP PLC $40.35万0.06%10,927 3573.4% $1.32万 加仓
RDIV INVESCO EXCH TRADED FD TR II $41.05万0.06%7,077 -78-1.1% -$4,524 减仓
XMLV INVESCO EXCH TRADED FD TR II $41.42万0.06%6,244 65911.8% $4.37万 加仓
ITW ILLINOIS TOOL WKS INC $41.44万0.06%1,532 -46-2.9% -$1.24万 减仓
VZ VERIZON COMMUNICATIONS INC $41.67万0.06%10,040 2,39531.3% $9.94万 加仓
EMGF ISHARES INC $43.25万0.06%5,904 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $43.30万0.06%2,534 2,534— $43.30万 新建仓
PEP PEPSICO INC $43.42万0.06%3,103 77233.1% $10.80万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $44.18万0.07%3,226 -308-8.7% -$4.22万 减仓
WFC WELLS FARGO & CO $44.51万0.07%5,333 1,29832.2% $10.83万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $44.60万0.07%3,623 -229-5.9% -$2.82万 减仓
LRCX LAM RESEARCH CORP $45.47万0.07%1,242 1,242— $45.47万 新建仓
SHW SHERWIN WILLIAMS CO $45.58万0.07%1,323 16314.1% $5.62万 加仓
UNP UNION PAC CORP $46.38万0.07%1,751 21814.2% $5.77万 加仓
SNDK SANDISK CORP $47.07万0.07%207 207— $47.07万 新建仓
PANW PALO ALTO NETWORKS INC $47.79万0.07%1,463 1,463— $47.79万 新建仓
PAYX PAYCHEX INC $47.79万0.07%4,839 98025.4% $9.68万 加仓
SPGI S&P GLOBAL INC $48.75万0.07%1,197 1,197— $48.75万 新建仓
QCOM QUALCOMM INC $49.01万0.07%2,826 1,04758.9% $18.16万 加仓
ACWI ISHARES TR $49.08万0.07%3,127 100.3% $1,570 加仓
VTEB VANGUARD MUN BD FDS $49.81万0.07%9,847 -16-0.2% -$809 减仓
GEV GE VERNOVA INC $50.54万0.07%479 12936.9% $13.61万 加仓
— GOLDMAN SACHS GROUP INC 看涨期权 $50.57万0.07%500 00.0% — 不变
PG PROCTER & GAMBLE CO $50.81万0.07%3,464 561.6% $8,215 加仓
BRO BROWN & BROWN INC $53.15万0.08%8,235 1752.2% $1.13万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $54.01万0.08%24,232 1740.7% $3,878 加仓
EWJ ISHARES INC $54.18万0.08%5,809 -1,182-16.9% -$11.02万 减仓
XYL XYLEM INC $54.39万0.08%4,601 1473.3% $1.74万 加仓
NFLX NETFLIX INC. $55.07万0.08%7,276 4406.4% $3.33万 加仓
ASML ASML HLDG NV $55.11万0.08%289 10153.7% $19.26万 加仓
MRK MERCK & CO INC $56.72万0.08%4,578 1,08431.0% $13.43万 加仓
— MICRON TECHNOLOGY INC 看涨期权 $57.71万0.09%500 500— $57.71万 新建仓
GE GE AEROSPACE $58.56万0.09%1,633 47941.5% $17.18万 加仓
AMGN AMGEN INC $58.82万0.09%1,644 20414.2% $7.30万 加仓
LOW LOWES COS INC $60.13万0.09%2,624 29312.6% $6.71万 加仓
SPYD SPDR SERIES TRUST $60.65万0.09%12,713 00.0% — 不变
GLDM WORLD GOLD TR $60.68万0.09%7,640 7,640— $60.68万 新建仓
ABBV ABBVIE INC $62.28万0.09%2,607 91754.3% $21.91万 加仓