ATLas Financial Planning LLC
ALPHARETTA GA · SEC CIK 0002110886
$1.23亿2026Q2 申报市值
69持仓数
55.8%前十大占比 · 第一大 8.2%
3 / 3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
AVIG 加仓+$90.55万
AVUV 加仓+$64.69万
BOXX 加仓+$63.58万
AVLV 加仓+$57.77万
VCIT 加仓+$45.47万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$32.32万
EXXON MOBIL CORP 清仓-$24.47万
VLO 清仓-$24.35万
GLD 清仓-$20.74万
IWB 减仓-$12.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $1,006.29万 | 8.16% | 110,327 | 6,334 | 6.1% | $57.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $772.99万 | 6.27% | 61,958 | 5,185 | 9.1% | $64.69万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $719.87万 | 5.84% | 92,983 | 4,964 | 5.6% | $38.43万 | 加仓 |
| AGG | ISHARES TR | $703.79万 | 5.71% | 71,104 | -202 | -0.3% | -$2.00万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $678.72万 | 5.50% | 103,464 | 3,323 | 3.3% | $21.80万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $661.09万 | 5.36% | 122,378 | 3,779 | 3.2% | $20.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $623.20万 | 5.05% | 75,402 | 5,502 | 7.9% | $45.47万 | 加仓 |
| BOXX | EA SERIES TRUST | $584.54万 | 4.74% | 49,922 | 5,430 | 12.2% | $63.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $575.22万 | 4.66% | 78,357 | 402 | 0.5% | $2.95万 | 加仓 |
| AAPL | APPLE INC | $559.68万 | 4.54% | 19,342 | -1,117 | -5.5% | -$32.32万 | 减仓 |
| VV | VANGUARD INDEX FDS | $532.49万 | 4.32% | 15,483 | 683 | 4.6% | $23.49万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $342.56万 | 2.78% | 129,270 | 7,164 | 5.9% | $18.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $331.14万 | 2.68% | 8,949 | -64 | -0.7% | -$2.37万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $326.07万 | 2.64% | 67,147 | -1,248 | -1.8% | -$6.06万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $280.52万 | 2.27% | 57,922 | 1,394 | 2.5% | $6.75万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $247.75万 | 2.01% | 48,788 | 847 | 1.8% | $4.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $197.65万 | 1.60% | 50,953 | 2,857 | 5.9% | $11.08万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $174.52万 | 1.41% | 20,414 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $165.76万 | 1.34% | 21,276 | -1,006 | -4.5% | -$7.84万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $146.59万 | 1.19% | 35,399 | 21,867 | 161.6% | $90.55万 | 加仓 |
| VB | VANGUARD INDEX FDS | $136.62万 | 1.11% | 4,507 | -40 | -0.9% | -$1.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.45万 | 1.00% | 2,467 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $118.75万 | 0.96% | 2,900 | -298 | -9.3% | -$12.20万 | 减仓 |
| ITA | ISHARES TR | $116.46万 | 0.94% | 4,804 | 214 | 4.7% | $5.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $114.03万 | 0.92% | 19,104 | -308 | -1.6% | -$1.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $111.61万 | 0.90% | 1,625 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $106.77万 | 0.87% | 11,156 | -27 | -0.2% | -$2,584 | 减仓 |
| ITOT | ISHARES TR | $99.38万 | 0.81% | 6,050 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $99.38万 | 0.81% | 24,764 | 2,852 | 13.0% | $11.45万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $82.70万 | 0.67% | 5,269 | 251 | 5.0% | $3.94万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $82.01万 | 0.66% | 17,611 | 4,684 | 36.2% | $21.81万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $75.69万 | 0.61% | 9,571 | 2,399 | 33.4% | $18.97万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $71.80万 | 0.58% | 16,829 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $71.57万 | 0.58% | 24,318 | -792 | -3.2% | -$2.33万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $64.65万 | 0.52% | 15,672 | 5 | 0.0% | $206 | 加仓 |
| MSFT | MICROSOFT CORP | $57.71万 | 0.47% | 1,547 | -284 | -15.5% | -$10.59万 | 减仓 |
| GOOG | ALPHABET INC | $57.13万 | 0.46% | 1,617 | -87 | -5.1% | -$3.07万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $55.25万 | 0.45% | 10,689 | -500 | -4.5% | -$2.58万 | 减仓 |
| IVV | ISHARES TR | $51.45万 | 0.42% | 687 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $48.09万 | 0.39% | 514 | -58 | -10.1% | -$5.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.42万 | 0.38% | 6,515 | -123 | -1.9% | -$8,763 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $46.03万 | 0.37% | 10,376 | 886 | 9.3% | $3.93万 | 加仓 |
| DGRW | WISDOMTREE TR | $45.90万 | 0.37% | 4,800 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $45.88万 | 0.37% | 1,925 | -117 | -5.7% | -$2.79万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $45.87万 | 0.37% | 6,155 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $45.69万 | 0.37% | 4,900 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $45.13万 | 0.37% | 3,776 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $44.54万 | 0.36% | 4,070 | 84 | 2.1% | $9,192 | 加仓 |
| HD | HOME DEPOT INC | $43.70万 | 0.35% | 1,239 | -50 | -3.9% | -$1.76万 | 减仓 |
| — | LATTICE STRATEGIES TR | $43.08万 | 0.35% | 7,701 | -1,038 | -11.9% | -$5.81万 | 减仓 |
| IXUS | ISHARES TR | $37.76万 | 0.31% | 3,956 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $35.44万 | 0.29% | 3,469 | 930 | 36.6% | $9.50万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.25万 | 0.25% | 10,445 | 15 | 0.1% | $434 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.07万 | 0.24% | 10,855 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $29.94万 | 0.24% | 9,441 | 2 | 0.0% | $63 | 加仓 |
| QUS | SPDR SERIES TRUST | $29.88万 | 0.24% | 1,599 | -152 | -8.7% | -$2.84万 | 减仓 |
| VO | VANGUARD INDEX FDS | $29.17万 | 0.24% | 3,620 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $28.21万 | 0.23% | 1,600 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.77万 | 0.22% | 749 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $26.47万 | 0.21% | 4,645 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.29万 | 0.21% | 1,314 | -90 | -6.4% | -$1.80万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.28万 | 0.20% | 6,720 | -996 | -12.9% | -$3.60万 | 减仓 |
| IEMG | ISHARES INC | $24.21万 | 0.20% | 2,922 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $23.16万 | 0.19% | 4,850 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.09万 | 0.19% | 410 | -61 | -13.0% | -$3.44万 | 减仓 |
| TRGP | TARGA RES CORP | $21.45万 | 0.17% | 800 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $20.33万 | 0.16% | 6,538 | 6,538 | — | $20.33万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.33万 | 0.16% | 5,056 | 5,056 | — | $20.33万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $20.15万 | 0.16% | 2,152 | 2,152 | — | $20.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,442 | -100.0% | -$24.47万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -986 | -100.0% | -$24.35万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -482 | -100.0% | -$20.74万 | 清仓 |