Atlas Legacy Advisors, LLC
LOS ANGELES CA · SEC CIK 0002054111
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $6,182.66万 | 9.13% | 246,172 | 8,047 | 3.4% | $202.10万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,366.70万 | 6.44% | 63,587 | 927 | 1.5% | $63.66万 | 加仓 |
| IVV | ISHARES TR | $3,988.53万 | 5.89% | 53,317 | 2,085 | 4.1% | $155.97万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,706.82万 | 4.00% | 89,343 | -8,045 | -8.3% | -$243.74万 | 减仓 |
| EEM | ISHARES TR | $2,650.94万 | 3.91% | 387,507 | 14,418 | 3.9% | $98.63万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,572.84万 | 3.80% | 201,381 | 3,175 | 1.6% | $40.56万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,767.07万 | 2.61% | 147,000 | -53,960 | -26.9% | -$648.65万 | 减仓 |
| AAPL | APPLE INC | $1,720.99万 | 2.54% | 61,151 | 12,356 | 25.3% | $347.74万 | 加仓 |
| IWR | ISHARES TR | $1,644.56万 | 2.43% | 149,304 | 2,288 | 1.6% | $25.20万 | 加仓 |
| IEFA | ISHARES TR | $1,238.14万 | 1.83% | 128,198 | 3,700 | 3.0% | $35.73万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,218.79万 | 1.80% | 40,787 | 874 | 2.2% | $26.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,164.44万 | 1.72% | 15,593 | 511 | 3.4% | $38.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,150.14万 | 1.70% | 72,780 | -33 | -0.0% | -$5,215 | 减仓 |
| CMF | ISHARES TR | $1,142.59万 | 1.69% | 198,228 | -34 | -0.0% | -$1,960 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,134.83万 | 1.67% | 53,336 | 608 | 1.2% | $12.94万 | 加仓 |
| GOOG | ALPHABET INC | $1,027.92万 | 1.52% | 29,740 | 7,080 | 31.2% | $244.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,022.41万 | 1.51% | 52,680 | 14,152 | 36.7% | $274.66万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,007.94万 | 1.49% | 59,242 | 811 | 1.4% | $13.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $967.82万 | 1.43% | 24,770 | 4,957 | 25.0% | $193.68万 | 加仓 |
| IJH | ISHARES TR | $875.97万 | 1.29% | 113,600 | 1,513 | 1.3% | $11.67万 | 加仓 |
| IJR | ISHARES TR | $872.99万 | 1.29% | 58,894 | 1,351 | 2.3% | $20.03万 | 加仓 |
| ESGU | ISHARES TR | $825.31万 | 1.22% | 50,505 | 2,461 | 5.1% | $40.22万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $794.92万 | 1.17% | 169,600 | 5,279 | 3.2% | $24.74万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $746.95万 | 1.10% | 268,027 | 13,941 | 5.5% | $38.85万 | 加仓 |
| AMZN | AMAZON COM INC | $716.53万 | 1.06% | 30,310 | 7,462 | 32.7% | $176.40万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $716.25万 | 1.06% | 141,635 | 3,747 | 2.7% | $18.95万 | 加仓 |
| EMXC | ISHARES INC | $654.30万 | 0.97% | 63,959 | -28 | -0.0% | -$2,864 | 减仓 |
| ESGV | VANGUARD WORLD FD | $632.42万 | 0.93% | 47,899 | 304 | 0.6% | $4.01万 | 加仓 |
| EFA | ISHARES TR | $604.96万 | 0.89% | 58,268 | 10,987 | 23.2% | $114.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $594.08万 | 0.88% | 18,422 | 3,670 | 24.9% | $118.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $569.67万 | 0.84% | 15,406 | -84 | -0.5% | -$3.11万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $540.62万 | 0.80% | 28,572 | 4,857 | 20.5% | $91.90万 | 加仓 |
| IXUS | ISHARES TR | $532.26万 | 0.79% | 55,769 | 393 | 0.7% | $3.75万 | 加仓 |
| TSLA | TESLA INC | $497.58万 | 0.73% | 11,836 | 1,505 | 14.6% | $63.27万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $482.65万 | 0.71% | 37,075 | 1,559 | 4.4% | $20.30万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $472.52万 | 0.70% | 180,147 | 2,210 | 1.2% | $5.80万 | 加仓 |
| ALL | ALLSTATE CORP | $455.75万 | 0.67% | 20,050 | 4,717 | 30.8% | $107.22万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $448.65万 | 0.66% | 95,121 | 22,457 | 30.9% | $105.92万 | 加仓 |
| GOOGL | ALPHABET INC | $441.15万 | 0.65% | 12,658 | 2,983 | 30.8% | $103.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $430.98万 | 0.64% | 50,413 | 250 | 0.5% | $2.14万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $426.75万 | 0.63% | 54,691 | 1,804 | 3.4% | $14.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $401.60万 | 0.59% | 13,249 | -58 | -0.4% | -$1.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $301.88万 | 0.45% | 31,306 | 5 | 0.0% | $482 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $298.48万 | 0.44% | 60,674 | -2,578 | -4.1% | -$12.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $295.75万 | 0.44% | 49,548 | 1,632 | 3.4% | $9.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $282.54万 | 0.42% | 39,655 | 2,459 | 6.6% | $17.52万 | 加仓 |
| AVGO | BROADCOM INC | $276.77万 | 0.41% | 7,644 | 2,459 | 47.4% | $89.03万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $274.31万 | 0.40% | 56,935 | -257 | -0.4% | -$1.24万 | 减仓 |
| MS | MORGAN STANLEY | $267.06万 | 0.39% | 13,807 | 6,160 | 80.6% | $119.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $265.80万 | 0.39% | 30,857 | -1,201 | -3.7% | -$10.35万 | 减仓 |
| ACWX | ISHARES TR | $263.17万 | 0.39% | 34,577 | -2,929 | -7.8% | -$22.29万 | 减仓 |
| META | META PLATFORMS INC | $251.68万 | 0.37% | 4,367 | 1,302 | 42.5% | $75.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $251.35万 | 0.37% | 5,044 | 1,156 | 29.7% | $57.61万 | 加仓 |
| DVY | ISHARES TR | $233.45万 | 0.34% | 14,936 | 4,985 | 50.1% | $77.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.33% | 3 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $218.43万 | 0.32% | 63,093 | -212 | -0.3% | -$7,339 | 减仓 |
| VTV | VANGUARD INDEX FDS | $198.77万 | 0.29% | 9,121 | 272 | 3.1% | $5.93万 | 加仓 |
| IWN | ISHARES TR | $196.85万 | 0.29% | 8,899 | 146 | 1.7% | $3.23万 | 加仓 |
| USHY | ISHARES TR | $196.62万 | 0.29% | 53,111 | 993 | 1.9% | $3.68万 | 加仓 |
| GWW | WW GRAINGER INC | $194.67万 | 0.29% | 1,477 | 189 | 14.7% | $24.91万 | 加仓 |
| ARKK | ARK ETF TR | $182.57万 | 0.27% | 22,590 | 7,174 | 46.5% | $57.98万 | 加仓 |
| LLY | ELI LILLY & CO | $182.43万 | 0.27% | 1,579 | 434 | 37.9% | $50.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $180.23万 | 0.27% | 1,917 | 284 | 17.4% | $26.70万 | 加仓 |
| INMD | INMODE LTD | $179.45万 | 0.26% | 122,749 | 28,000 | 29.6% | $40.93万 | 加仓 |
| HDV | ISHARES TR | $177.56万 | 0.26% | 64,780 | -15,655 | -19.5% | -$42.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $175.40万 | 0.26% | 3,628 | -1,183 | -24.6% | -$57.19万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $164.87万 | 0.24% | 24,054 | 678 | 2.9% | $4.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $159.80万 | 0.24% | 2,170 | 24 | 1.1% | $1.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $159.48万 | 0.24% | 13,243 | 854 | 6.9% | $10.28万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $158.18万 | 0.23% | 31,114 | 822 | 2.7% | $4.18万 | 加仓 |
| ADI | ANALOG DEVICES INC | $157.95万 | 0.23% | 4,062 | 362 | 9.8% | $14.08万 | 加仓 |
| COR | CENCORA INC | $151.99万 | 0.22% | 5,208 | 615 | 13.4% | $17.95万 | 加仓 |
| HD | HOME DEPOT INC | $151.69万 | 0.22% | 4,289 | 151 | 3.6% | $5.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $149.68万 | 0.22% | 2,883 | 908 | 46.0% | $47.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $148.17万 | 0.22% | 1,685 | 778 | 85.8% | $68.41万 | 加仓 |
| USMV | ISHARES TR | $147.13万 | 0.22% | 15,253 | 399 | 2.7% | $3.85万 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC | $143.15万 | 0.21% | 93,443 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $142.74万 | 0.21% | 12,496 | 2,132 | 20.6% | $24.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $142.29万 | 0.21% | 17,661 | -419 | -2.3% | -$3.38万 | 减仓 |
| LIN | LINDE PLC | $137.14万 | 0.20% | 2,688 | 310 | 13.0% | $15.82万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $134.86万 | 0.20% | 25,392 | 3,729 | 17.2% | $19.80万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.58万 | 0.20% | 1,342 | 158 | 13.3% | $15.85万 | 加仓 |
| RY | ROYAL BK CDA | $134.28万 | 0.20% | 6,501 | 34 | 0.5% | $7,023 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.31万 | 0.19% | 5,507 | 850 | 18.3% | $20.11万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $127.17万 | 0.19% | 34,974 | -576 | -1.6% | -$2.09万 | 减仓 |
| IEMG | ISHARES INC | $124.96万 | 0.18% | 15,085 | -771 | -4.9% | -$6.39万 | 减仓 |
| AFL | AFLAC INC | $123.82万 | 0.18% | 10,660 | 1,391 | 15.0% | $16.16万 | 加仓 |
| SMLF | ISHARES TR | $121.19万 | 0.18% | 13,596 | 477 | 3.6% | $4.25万 | 加仓 |
| CB | CHUBB LIMITED | $116.30万 | 0.17% | 3,479 | 514 | 17.3% | $17.18万 | 加仓 |
| ORCL | ORACLE CORP | $114.72万 | 0.17% | 7,704 | 766 | 11.0% | $11.41万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $112.90万 | 0.17% | 11,272 | -1,493 | -11.7% | -$14.95万 | 减仓 |
| — | EXXON MOBIL CORP | $108.08万 | 0.16% | 8,005 | 1,940 | 32.0% | $26.19万 | 加仓 |
| CAT | CATERPILLAR INC | $107.30万 | 0.16% | 1,096 | 197 | 21.9% | $19.29万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $107.24万 | 0.16% | 40,225 | -495 | -1.2% | -$1.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $106.63万 | 0.16% | 2,660 | 611 | 29.8% | $24.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $106.62万 | 0.16% | 4,361 | 1,260 | 40.6% | $30.80万 | 加仓 |
| TXN | TEXAS INSTRS INC | $105.28万 | 0.16% | 3,683 | 450 | 13.9% | $12.86万 | 加仓 |
| EEMV | ISHARES INC | $104.76万 | 0.15% | 13,916 | -103 | -0.7% | -$7,754 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $100.41万 | 0.15% | 9,373 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $100.08万 | 0.15% | 6,556 | 1,636 | 33.3% | $24.97万 | 加仓 |