Atlas Legacy Advisors, LLC
LOS ANGELES CA · SEC CIK 0002054111
$5.50亿2026Q1 申报市值
195持仓数
42.3%前十大占比 · 第一大 7.9%
10 / 12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
EEM 加仓+$1,123.41万
VGT 加仓+$428.28万
SPY 加仓+$361.07万
RWL 加仓+$175.96万
QQQM 加仓+$135.32万
2026Q1 卖出最多 按季末市值估算
FVD 减仓-$325.00万
AAPL 减仓-$321.20万
GOOG 减仓-$308.63万
GUESS INC 清仓-$262.00万
VOO 减仓-$219.84万
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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $82.44万 | 0.15% | 2,402 | -211 | -8.1% | -$7.24万 | 减仓 |
| IYR | ISHARES TR | $82.10万 | 0.15% | 8,670 | -254 | -2.8% | -$2.41万 | 减仓 |
| TJX | TJX COS INC NEW | $78.56万 | 0.14% | 4,920 | -2,550 | -34.1% | -$40.71万 | 减仓 |
| RTX | RTX CORPORATION | $78.40万 | 0.14% | 4,068 | -254 | -5.9% | -$4.90万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $76.98万 | 0.14% | 2,547 | 184 | 7.8% | $5.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $75.62万 | 0.14% | 3,101 | -1,049 | -25.3% | -$25.58万 | 减仓 |
| LRGF | ISHARES TR | $70.45万 | 0.13% | 10,675 | 77 | 0.7% | $5,082 | 加仓 |
| SYK | STRYKER CORPORATION | $70.29万 | 0.13% | 2,139 | -376 | -15.0% | -$12.35万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $68.83万 | 0.13% | 1,486 | 743 | 100.0% | $34.41万 | 加仓 |
| BLK | BLACKROCK INC | $67.93万 | 0.12% | 706 | -61 | -8.0% | -$5.87万 | 减仓 |
| NFLX | NETFLIX INC. | $65.70万 | 0.12% | 6,836 | -854 | -11.1% | -$8.21万 | 减仓 |
| CAT | CATERPILLAR INC | $63.99万 | 0.12% | 899 | -149 | -14.2% | -$10.61万 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.98万 | 0.11% | 3,233 | -353 | -9.8% | -$6.88万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $60.58万 | 0.11% | 3,852 | 126 | 3.4% | $1.98万 | 加仓 |
| EWJ | ISHARES INC | $59.03万 | 0.11% | 6,991 | 6,991 | — | $59.03万 | 新建仓 |
| EMR | EMERSON ELEC CO | $58.82万 | 0.11% | 4,489 | 64 | 1.4% | $8,386 | 加仓 |
| SPYD | SPDR SERIES TRUST | $57.87万 | 0.11% | 12,713 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.43万 | 0.10% | 1,691 | -387 | -18.6% | -$13.14万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $57.42万 | 0.10% | 3,534 | 90 | 2.6% | $1.46万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $55.83万 | 0.10% | 4,678 | 0 | 0.0% | — | 不变 |
| — | TESLA INC 看涨期权 | $55.76万 | 0.10% | 1,500 | 1,500 | — | $55.76万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.64万 | 0.10% | 2,049 | -51 | -2.4% | -$1.38万 | 减仓 |
| LOW | LOWES COS INC | $55.06万 | 0.10% | 2,331 | -437 | -15.8% | -$10.32万 | 减仓 |
| CSCO | CISCO SYS INC | $53.82万 | 0.10% | 6,907 | -1,167 | -14.5% | -$9.09万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $53.75万 | 0.10% | 24,058 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $53.23万 | 0.10% | 4,454 | -56 | -1.2% | -$6,692 | 减仓 |
| BRO | BROWN & BROWN INC | $52.56万 | 0.10% | 8,060 | -90 | -1.1% | -$5,869 | 减仓 |
| — | SPDR GOLD TR 看涨期权 | $51.63万 | 0.09% | 1,200 | 1,200 | — | $51.63万 | 新建仓 |
| AMGN | AMGEN INC | $50.63万 | 0.09% | 1,440 | -213 | -12.9% | -$7.49万 | 减仓 |
| BP | BP PLC | $49.68万 | 0.09% | 10,570 | -51 | -0.5% | -$2,397 | 减仓 |
| PG | PROCTER & GAMBLE CO | $49.23万 | 0.09% | 3,408 | -271 | -7.4% | -$3.91万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $49.21万 | 0.09% | 9,863 | -272 | -2.7% | -$1.36万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.97万 | 0.09% | 2,410 | -61 | -2.5% | -$1.24万 | 减仓 |
| SPGI | S&P GLOBAL INC | $47.98万 | 0.09% | 1,128 | -325 | -22.4% | -$13.82万 | 减仓 |
| MUB | ISHARES TR | $46.48万 | 0.08% | 4,379 | 223 | 5.4% | $2.37万 | 加仓 |
| — | NVIDIA CORPORATION 看涨期权 | $43.60万 | 0.08% | 2,500 | 2,500 | — | $43.60万 | 新建仓 |
| ACWI | ISHARES TR | $43.13万 | 0.08% | 3,117 | 705 | 29.2% | $9.76万 | 加仓 |
| — | GOLDMAN SACHS GROUP INC 看涨期权 | $42.30万 | 0.08% | 500 | 500 | — | $42.30万 | 新建仓 |
| MRK | MERCK & CO INC | $42.00万 | 0.08% | 3,494 | -740 | -17.5% | -$8.89万 | 减仓 |
| BAC | BANK AMERICA CORP | $41.11万 | 0.07% | 8,421 | -1,805 | -17.7% | -$8.81万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.07万 | 0.07% | 1,578 | 51 | 3.3% | $1.33万 | 加仓 |
| V | VISA INC | $40.34万 | 0.07% | 1,331 | -548 | -29.2% | -$16.61万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $39.82万 | 0.07% | 7,155 | -36 | -0.5% | -$2,004 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $38.33万 | 0.07% | 7,645 | -1,789 | -19.0% | -$8.97万 | 减仓 |
| — | APPLE INC 看涨期权 | $38.07万 | 0.07% | 1,500 | 1,500 | — | $38.07万 | 新建仓 |
| MUNI | PIMCO ETF TR | $37.52万 | 0.07% | 7,189 | -62 | -0.9% | -$3,236 | 减仓 |
| UNP | UNION PAC CORP | $37.23万 | 0.07% | 1,533 | -60 | -3.8% | -$1.46万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $37.18万 | 0.07% | 1,160 | -67 | -5.5% | -$2.15万 | 减仓 |
| SHM | SPDR SERIES TRUST | $36.94万 | 0.07% | 7,723 | -625 | -7.5% | -$2.99万 | 减仓 |
| ABBV | ABBVIE INC | $36.71万 | 0.07% | 1,690 | -749 | -30.7% | -$16.27万 | 减仓 |
| — | HONEYWELL INTL INC | $36.30万 | 0.07% | 1,607 | -165 | -9.3% | -$3.73万 | 减仓 |
| PEP | PEPSICO INC | $36.19万 | 0.07% | 2,331 | -953 | -29.0% | -$14.80万 | 减仓 |
| EMGF | ISHARES INC | $35.68万 | 0.06% | 5,904 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $35.55万 | 0.06% | 3,859 | 129 | 3.5% | $1.19万 | 加仓 |
| RWR | SPDR SERIES TRUST | $35.46万 | 0.06% | 3,512 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $35.17万 | 0.06% | 5,585 | 5 | 0.1% | $315 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.88万 | 0.06% | 2,678 | 449 | 20.1% | $5.68万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $33.83万 | 0.06% | 8,684 | -126 | -1.4% | -$4,909 | 减仓 |
| CTAS | CINTAS CORP | $33.05万 | 0.06% | 1,954 | -207 | -9.6% | -$3.50万 | 减仓 |
| GE | GE AEROSPACE | $32.74万 | 0.06% | 1,154 | -183 | -13.7% | -$5.19万 | 减仓 |
| EMB | ISHARES TR | $32.45万 | 0.06% | 3,455 | -447 | -11.5% | -$4.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.20万 | 0.06% | 823 | -84 | -9.3% | -$3.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.12万 | 0.06% | 4,035 | -785 | -16.3% | -$6.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.84万 | 0.06% | 907 | -500 | -35.5% | -$17.55万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $31.58万 | 0.06% | 6,351 | -39 | -0.6% | -$1,939 | 减仓 |
| C | CITIGROUP INC | $31.30万 | 0.06% | 2,756 | 410 | 17.5% | $4.66万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $31.13万 | 0.06% | 5,624 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $30.80万 | 0.06% | 4,211 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.65万 | 0.06% | 350 | -86 | -19.7% | -$7.53万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.60万 | 0.06% | 7,879 | 3,430 | 77.1% | $13.32万 | 重新持有 |
| TTE | TOTALENERGIES SE | $28.42万 | 0.05% | 3,124 | 3,124 | — | $28.42万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.98万 | 0.05% | 815 | -309 | -27.5% | -$10.61万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $26.93万 | 0.05% | 2,623 | 220 | 9.2% | $2.26万 | 加仓 |
| KO | COCA COLA CO | $26.53万 | 0.05% | 3,486 | -1,116 | -24.3% | -$8.49万 | 减仓 |
| SUB | ISHARES TR | $26.47万 | 0.05% | 2,485 | -148 | -5.6% | -$1.58万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.11万 | 0.05% | 432 | -79 | -15.5% | -$4.77万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $25.52万 | 0.05% | 1,287 | -1,018 | -44.2% | -$20.19万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $25.16万 | 0.05% | 1,521 | -341 | -18.3% | -$5.64万 | 减仓 |
| ASML | ASML HLDG NV | $24.91万 | 0.05% | 188 | 188 | — | $24.91万 | 新建仓 |
| SMMU | PIMCO ETF TR | $24.91万 | 0.05% | 4,937 | -267 | -5.1% | -$1.35万 | 减仓 |
| IWF | ISHARES TR | $24.01万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.03万 | 0.04% | 1,779 | -1,838 | -50.8% | -$23.80万 | 减仓 |
| AOA | ISHARES TR | $22.94万 | 0.04% | 2,592 | 14 | 0.5% | $1,239 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.04万 | 0.04% | 2,371 | -1,120 | -32.1% | -$10.41万 | 重新持有 |
| CMS | CMS ENERGY CORP | $21.66万 | 0.04% | 2,794 | -750 | -21.2% | -$5.81万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.65万 | 0.04% | 3,569 | 3,569 | — | $21.65万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.08万 | 0.04% | 430 | -213 | -33.1% | -$10.44万 | 减仓 |
| BA | BOEING CO | $20.79万 | 0.04% | 1,042 | -447 | -30.0% | -$8.92万 | 减仓 |
| ECL | ECOLAB INC | $20.67万 | 0.04% | 777 | -11 | -1.4% | -$2,926 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $20.40万 | 0.04% | 2,186 | -572 | -20.7% | -$5.34万 | 重新持有 |
| VLUE | ISHARES TR | $20.09万 | 0.04% | 1,413 | 1,413 | — | $20.09万 | 新建仓 |
| — | TALKSPACE INC | $10.56万 | 0.02% | 20,411 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $4.52万 | 0.01% | 21,341 | 6,862 | 47.4% | $1.45万 | 加仓 |
| — | LIXTE BIOTECHNOLOGY HLDGS IN | $4.23万 | 0.01% | 13,771 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC 看涨期权 | $7,700 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GUESS INC | $0 | 0.00% | 0 | -156,418 | -100.0% | -$262.00万 | 清仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$68.10万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,272 | -100.0% | -$35.02万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |