ATLas Financial Planning LLC
ALPHARETTA GA · SEC CIK 0002110886
$1.12亿2026Q1 申报市值
69持仓数
56.0%前十大占比 · 第一大 7.5%
6 / 0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
BND 加仓+$124.07万
AAPL 加仓+$89.54万
AVUV 加仓+$86.98万
AVLV 加仓+$67.72万
VCIT 加仓+$64.77万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$18.00万
VGT 减仓-$15.28万
AGG 减仓-$10.62万
NVDA 减仓-$7.80万
VTI 减仓-$7.73万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | $20.06万 | 0.18% | 800 | -300 | -27.3% | -$7.52万 | 减仓 |
| APH | AMPHENOL CORP | $20.22万 | 0.18% | 1,600 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $20.38万 | 0.18% | 2,922 | 2,922 | — | $20.38万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.74万 | 0.19% | 482 | 482 | — | $20.74万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.54万 | 0.19% | 749 | 5 | 0.7% | $1,438 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.44万 | 0.20% | 7,716 | 2 | 0.0% | $58 | 加仓 |
| BAC | BANK AMERICA CORP | $22.64万 | 0.20% | 4,645 | -767 | -14.2% | -$3.74万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.22万 | 0.21% | 4,850 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.35万 | 0.22% | 986 | 986 | — | $24.35万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.47万 | 0.22% | 1,442 | 1,442 | — | $24.47万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $24.49万 | 0.22% | 1,404 | -447 | -24.1% | -$7.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.99万 | 0.23% | 905 | -65 | -6.7% | -$1.87万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.18万 | 0.23% | 10,430 | 17 | 0.2% | $427 | 加仓 |
| STIP | ISHARES TR | $26.26万 | 0.24% | 2,539 | -172 | -6.3% | -$1.78万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.87万 | 0.24% | 10,855 | 50 | 0.5% | $1,237 | 加仓 |
| META | META PLATFORMS INC | $26.95万 | 0.24% | 471 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $28.96万 | 0.26% | 9,439 | -5,867 | -38.3% | -$18.00万 | 减仓 |
| QUS | SPDR SERIES TRUST | $30.05万 | 0.27% | 1,751 | -38 | -2.1% | -$6,522 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.93万 | 0.30% | 472 | -219 | -31.7% | -$15.28万 | 减仓 |
| IXUS | ISHARES TR | $34.27万 | 0.31% | 3,956 | -194 | -4.7% | -$1.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.88万 | 0.33% | 9,490 | 20 | 0.2% | $777 | 加仓 |
| DGRW | WISDOMTREE TR | $42.16万 | 0.38% | 4,800 | 0 | 0.0% | — | 不变 |
| — | LATTICE STRATEGIES TR | $42.21万 | 0.38% | 8,739 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $42.32万 | 0.38% | 4,900 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $42.39万 | 0.38% | 1,289 | 1,289 | — | $42.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $42.53万 | 0.38% | 2,042 | 211 | 11.5% | $4.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.54万 | 0.38% | 6,638 | 189 | 2.9% | $1.21万 | 加仓 |
| TIP | ISHARES TR | $43.99万 | 0.39% | 3,986 | 1,927 | 93.6% | $21.27万 | 加仓 |
| IVV | ISHARES TR | $44.88万 | 0.40% | 687 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $46.32万 | 0.42% | 6,155 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $48.88万 | 0.44% | 1,704 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $50.48万 | 0.45% | 11,189 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $54.08万 | 0.49% | 7,172 | 3,029 | 73.1% | $22.84万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $56.21万 | 0.50% | 13,532 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $57.01万 | 0.51% | 572 | 572 | — | $57.01万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $60.21万 | 0.54% | 16,829 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $60.50万 | 0.54% | 12,927 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $61.04万 | 0.55% | 15,667 | 1 | 0.0% | $39 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $64.38万 | 0.58% | 25,110 | 16 | 0.1% | $410 | 加仓 |
| MSFT | MICROSOFT CORP | $67.78万 | 0.61% | 1,831 | -8 | -0.4% | -$2,961 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $69.41万 | 0.62% | 5,018 | 174 | 3.6% | $2.41万 | 加仓 |
| ITOT | ISHARES TR | $86.17万 | 0.77% | 6,050 | -131 | -2.1% | -$1.87万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $86.42万 | 0.78% | 21,912 | 3,108 | 16.5% | $12.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $97.10万 | 0.87% | 1,625 | 20 | 1.2% | $1.20万 | 加仓 |
| ITA | ISHARES TR | $100.41万 | 0.90% | 4,590 | 40 | 0.9% | $8,750 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $104.92万 | 0.94% | 19,412 | -17 | -0.1% | -$919 | 减仓 |
| SO | SOUTHERN CO | $107.94万 | 0.97% | 11,183 | 566 | 5.3% | $5.46万 | 加仓 |
| IWB | ISHARES TR | $114.02万 | 1.02% | 3,198 | -94 | -2.9% | -$3.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.22万 | 1.06% | 2,467 | 500 | 25.4% | $23.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $119.10万 | 1.07% | 4,547 | 14 | 0.3% | $3,667 | 加仓 |
| VXUS | VANGUARD STAR FDS | $157.41万 | 1.41% | 20,414 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $168.53万 | 1.51% | 48,096 | 9,169 | 23.6% | $32.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $174.71万 | 1.57% | 22,282 | 5,253 | 30.8% | $41.19万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $243.11万 | 2.18% | 47,941 | 393 | 0.8% | $1.99万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $271.62万 | 2.44% | 56,528 | 2,067 | 3.8% | $9.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $289.13万 | 2.59% | 9,013 | -241 | -2.6% | -$7.73万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $317.08万 | 2.84% | 68,395 | 9,399 | 15.9% | $43.57万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $324.93万 | 2.91% | 122,106 | 5,867 | 5.0% | $15.61万 | 加仓 |
| VV | VANGUARD INDEX FDS | $442.31万 | 3.97% | 14,800 | 180 | 1.2% | $5.38万 | 加仓 |
| BOXX | EA SERIES TRUST | $517.40万 | 4.64% | 44,492 | 731 | 1.7% | $8.50万 | 加仓 |
| AAPL | APPLE INC | $519.23万 | 4.66% | 20,459 | 3,528 | 20.8% | $89.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $574.06万 | 5.15% | 77,955 | 16,848 | 27.6% | $124.07万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $578.42万 | 5.19% | 69,900 | 7,827 | 12.6% | $64.77万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $600.64万 | 5.39% | 100,141 | 3,990 | 4.1% | $23.93万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $625.97万 | 5.61% | 118,599 | 7,033 | 6.3% | $37.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $627.17万 | 5.62% | 56,773 | 7,874 | 16.1% | $86.98万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $658.65万 | 5.91% | 88,019 | 4,738 | 5.7% | $35.45万 | 加仓 |
| AGG | ISHARES TR | $707.86万 | 6.35% | 71,306 | -1,070 | -1.5% | -$10.62万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $838.29万 | 7.52% | 103,993 | 8,401 | 8.8% | $67.72万 | 加仓 |