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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $4,329.79万 | 7.88% | 238,125 | -159 | -0.1% | -$2.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,744.22万 | 6.81% | 62,660 | -3,679 | -5.5% | -$219.84万 | 减仓 |
| IVV | ISHARES TR | $3,348.57万 | 6.09% | 51,232 | -2,471 | -4.6% | -$161.51万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,314.13万 | 4.21% | 97,388 | 5,695 | 6.2% | $135.32万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,277.59万 | 4.14% | 198,206 | 15,313 | 8.4% | $175.96万 | 加仓 |
| EEM | ISHARES TR | $2,119.94万 | 3.86% | 373,089 | 197,709 | 112.7% | $1,123.41万 | 加仓 |
| IWR | ISHARES TR | $1,430.11万 | 2.60% | 147,016 | 3,349 | 2.3% | $32.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,307.37万 | 2.38% | 25,120 | 8,229 | 48.7% | $428.28万 | 加仓 |
| AAPL | APPLE INC | $1,241.03万 | 2.26% | 48,795 | -12,629 | -20.6% | -$321.20万 | 减仓 |
| IEFA | ISHARES TR | $1,127.73万 | 2.05% | 124,498 | -352 | -0.3% | -$3.19万 | 减仓 |
| CMF | ISHARES TR | $1,127.34万 | 2.05% | 198,262 | -14,785 | -6.9% | -$84.07万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,086.92万 | 1.98% | 39,913 | -116 | -0.3% | -$3.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,078.36万 | 1.96% | 72,813 | 2,063 | 2.9% | $30.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,012.25万 | 1.84% | 52,728 | 966 | 1.9% | $18.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $980.84万 | 1.78% | 15,082 | 5,552 | 58.3% | $361.07万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $848.31万 | 1.54% | 58,431 | 1,649 | 2.9% | $23.94万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $769.52万 | 1.40% | 164,321 | 14,537 | 9.7% | $68.08万 | 加仓 |
| IJH | ISHARES TR | $756.92万 | 1.38% | 112,087 | -1,054 | -0.9% | -$7.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $735.92万 | 1.34% | 19,813 | -4,655 | -19.0% | -$172.90万 | 减仓 |
| IJR | ISHARES TR | $716.15万 | 1.30% | 57,543 | 3,727 | 6.9% | $46.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $697.85万 | 1.27% | 137,888 | 16,431 | 13.5% | $83.16万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $685.46万 | 1.25% | 254,086 | 30,582 | 13.7% | $82.50万 | 加仓 |
| ESGU | ISHARES TR | $680.88万 | 1.24% | 48,044 | 901 | 1.9% | $12.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $676.62万 | 1.23% | 38,528 | -11,620 | -23.2% | -$204.07万 | 减仓 |
| GOOG | ALPHABET INC | $652.81万 | 1.19% | 22,660 | -10,713 | -32.1% | -$308.63万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $534.35万 | 0.97% | 47,595 | 388 | 0.8% | $4.36万 | 加仓 |
| EMXC | ISHARES INC | $503.32万 | 0.92% | 63,987 | 1,272 | 2.0% | $10.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $496.91万 | 0.90% | 15,490 | 1,507 | 10.8% | $48.34万 | 加仓 |
| AMZN | AMAZON COM INC | $480.47万 | 0.87% | 22,848 | -10,116 | -30.7% | -$212.73万 | 减仓 |
| IXUS | ISHARES TR | $480.03万 | 0.87% | 55,376 | 1,232 | 2.3% | $10.68万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $467.97万 | 0.85% | 177,937 | 18,319 | 11.5% | $48.18万 | 加仓 |
| EFA | ISHARES TR | $460.03万 | 0.84% | 47,281 | 5,670 | 13.6% | $55.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $434.15万 | 0.79% | 14,752 | -3,277 | -18.2% | -$96.44万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $406.46万 | 0.74% | 35,516 | 519 | 1.5% | $5.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $386.94万 | 0.70% | 50,163 | 1,624 | 3.3% | $12.53万 | 加仓 |
| TSLA | TESLA INC | $384.41万 | 0.70% | 10,331 | -1,613 | -13.5% | -$60.02万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $353.13万 | 0.64% | 52,887 | 1,268 | 2.5% | $8.47万 | 加仓 |
| VB | VANGUARD INDEX FDS | $348.54万 | 0.63% | 13,307 | -73 | -0.5% | -$1.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $322.17万 | 0.59% | 23,715 | 1,645 | 7.5% | $22.35万 | 加仓 |
| ALL | ALLSTATE CORP | $317.93万 | 0.58% | 15,333 | -5,338 | -25.8% | -$110.68万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $292.17万 | 0.53% | 72,664 | 2,488 | 3.5% | $10.00万 | 加仓 |
| GOOGL | ALPHABET INC | $282.03万 | 0.51% | 9,675 | -1,638 | -14.5% | -$47.75万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $277.64万 | 0.51% | 31,301 | 2 | 0.0% | $177 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $268.98万 | 0.49% | 63,252 | 14,989 | 31.1% | $63.74万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $268.98万 | 0.49% | 57,192 | -69,103 | -54.7% | -$325.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $258.99万 | 0.47% | 47,916 | 1,043 | 2.2% | $5.64万 | 加仓 |
| ACWX | ISHARES TR | $256.80万 | 0.47% | 37,506 | 10,713 | 40.0% | $73.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $238.35万 | 0.43% | 37,196 | -46 | -0.1% | -$2,948 | 减仓 |
| VUG | VANGUARD INDEX FDS | $233.38万 | 0.42% | 5,343 | 226 | 4.4% | $9.87万 | 加仓 |
| HDV | ISHARES TR | $218.33万 | 0.40% | 16,087 | -187 | -1.1% | -$2.54万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.39% | 3 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $192.00万 | 0.35% | 52,118 | 5,157 | 11.0% | $19.00万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $186.71万 | 0.34% | 63,305 | 2,645 | 4.4% | $7.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.09万 | 0.34% | 3,888 | -267 | -6.4% | -$12.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.22万 | 0.33% | 12,389 | -381 | -3.0% | -$5.57万 | 减仓 |
| META | META PLATFORMS INC | $175.91万 | 0.32% | 3,065 | -1,460 | -32.3% | -$83.80万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $173.62万 | 0.32% | 8,849 | -982 | -10.0% | -$19.27万 | 减仓 |
| IWN | ISHARES TR | $166.18万 | 0.30% | 8,753 | 119 | 1.4% | $2.26万 | 加仓 |
| AVGO | BROADCOM INC | $164.05万 | 0.30% | 5,185 | -2,169 | -29.5% | -$68.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $162.73万 | 0.30% | 1,633 | -208 | -11.3% | -$20.73万 | 减仓 |
| DVY | ISHARES TR | $151.21万 | 0.28% | 9,951 | 2,483 | 33.2% | $37.73万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $150.28万 | 0.27% | 30,292 | 593 | 2.0% | $2.94万 | 加仓 |
| COR | CENCORA INC | $144.28万 | 0.26% | 4,593 | -724 | -13.6% | -$22.74万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $140.54万 | 0.26% | 23,376 | -4,384 | -15.8% | -$26.36万 | 减仓 |
| GWW | WW GRAINGER INC | $140.50万 | 0.26% | 1,288 | -178 | -12.1% | -$19.42万 | 减仓 |
| USMV | ISHARES TR | $137.76万 | 0.25% | 14,854 | 680 | 4.8% | $6.31万 | 加仓 |
| HD | HOME DEPOT INC | $136.08万 | 0.25% | 4,138 | 828 | 25.0% | $27.23万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $132.36万 | 0.24% | 21,663 | 1,871 | 9.5% | $11.43万 | 加仓 |
| VO | VANGUARD INDEX FDS | $129.81万 | 0.24% | 4,520 | 282 | 6.7% | $8.10万 | 加仓 |
| INMD | INMODE LTD | $129.66万 | 0.24% | 94,749 | 23,054 | 32.2% | $31.55万 | 加仓 |
| WMT | WALMART INC | $128.90万 | 0.23% | 10,364 | -2,024 | -16.3% | -$25.17万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $127.89万 | 0.23% | 12,765 | -12,617 | -49.7% | -$126.41万 | 减仓 |
| MS | MORGAN STANLEY | $125.90万 | 0.23% | 7,647 | -8,747 | -53.4% | -$144.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $123.86万 | 0.23% | 2,146 | 114 | 5.6% | $6.58万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $120.37万 | 0.22% | 35,550 | 1,109 | 3.2% | $3.76万 | 加仓 |
| LIN | LINDE PLC | $117.89万 | 0.21% | 2,378 | -145 | -5.7% | -$7.19万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $117.88万 | 0.21% | 40,720 | -1,528 | -3.6% | -$4.42万 | 减仓 |
| ADI | ANALOG DEVICES INC | $117.76万 | 0.21% | 3,700 | -258 | -6.5% | -$8.21万 | 减仓 |
| IEMG | ISHARES INC | $110.60万 | 0.20% | 15,856 | 1,111 | 7.5% | $7.75万 | 加仓 |
| ARKK | ARK ETF TR | $108.09万 | 0.20% | 15,416 | 3,727 | 31.9% | $26.13万 | 加仓 |
| LLY | ELI LILLY & CO | $105.49万 | 0.19% | 1,145 | -401 | -25.9% | -$36.94万 | 减仓 |
| RY | ROYAL BK CDA | $104.62万 | 0.19% | 6,467 | 3,061 | 89.9% | $49.52万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $103.91万 | 0.19% | 9,373 | 1,194 | 14.6% | $13.24万 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC | $103.35万 | 0.19% | 93,443 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $102.56万 | 0.19% | 6,065 | -1,916 | -24.0% | -$32.40万 | 减仓 |
| ORCL | ORACLE CORP | $102.19万 | 0.19% | 6,938 | 2,260 | 48.3% | $33.29万 | 加仓 |
| AFL | AFLAC INC | $101.70万 | 0.19% | 9,269 | -1,419 | -13.3% | -$15.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $100.66万 | 0.18% | 4,657 | 312 | 7.2% | $6.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $100.25万 | 0.18% | 1,184 | -111 | -8.6% | -$9.40万 | 减仓 |
| SMLF | ISHARES TR | $99.04万 | 0.18% | 13,119 | 585 | 4.7% | $4.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.89万 | 0.18% | 4,811 | -934 | -16.3% | -$19.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $98.69万 | 0.18% | 1,975 | -811 | -29.1% | -$40.53万 | 减仓 |
| CB | CHUBB LTD SWITZ | $96.64万 | 0.18% | 2,965 | -551 | -15.7% | -$17.96万 | 减仓 |
| PSX | PHILLIPS 66 | $94.54万 | 0.17% | 5,190 | -314 | -5.7% | -$5.72万 | 减仓 |
| CVX | CHEVRON CORPORATION | $92.20万 | 0.17% | 4,459 | -558 | -11.1% | -$11.54万 | 减仓 |
| EEMV | ISHARES INC | $90.75万 | 0.17% | 14,019 | -204 | -1.4% | -$1.32万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $89.40万 | 0.16% | 37,451 | 33 | 0.1% | $788 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $89.34万 | 0.16% | 31,815 | 2,247 | 7.6% | $6.31万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $86.98万 | 0.16% | 12,444 | 297 | 2.4% | $2.08万 | 加仓 |
| MCD | MCDONALDS CORP | $83.86万 | 0.15% | 2,699 | -155 | -5.4% | -$4.82万 | 减仓 |