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ATTICUS WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ATTICUS WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001800234

持仓数

181

前50大市值合计

$301.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$85.0M

130,667

28.2%

IWF ISHARES TR

RUS 1000 GRW ETF

$21.7M

50,876

7.2%

CSHI NEOS ETF TRUST

NEOS ENH INC 1-3

$16.8M

336,587

5.6%

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

$16.0M

474,703

5.3%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$14.6M

258,012

4.8%

AAPL APPLE INC

COM

$12.5M

49,283

4.2%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$9.9M

135,924

3.3%

OEF ISHARES TR

S&P 100 ETF

$9.2M

28,844

3.0%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$7.1M

69,079

2.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.0M

10,428

2.0%

GLD SPDR GOLD TR

GOLD SHS

$5.9M

13,602

1.9%

MSFT MICROSOFT CORP

COM

$5.5M

14,840

1.8%

KO COCA COLA CO

COM

$5.3M

70,282

1.8%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$4.6M

30,844

1.5%

PMAY INNOVATOR ETFS TRUST

US EQTY PWR BUF

$3.6M

90,861

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$3.6M

12,521

1.2%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$3.6M

26,924

1.2%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$3.5M

11,774

1.2%

NVDA NVIDIA CORPORATION

COM

$3.3M

18,880

1.1%

IJR ISHARES TR

CORE S&P SCP ETF

$3.2M

25,731

1.1%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$3.2M

32,367

1.1%

COST COSTCO WHOLESALE CORPORATION

COM

$3.1M

3,073

1.0%

AMZN AMAZON COM INC

COM

$2.9M

13,889

1.0%

AVGO BROADCOM INC

COM

$2.8M

9,169

0.9%

EFA ISHARES TR

MSCI EAFE ETF

$2.8M

29,025

0.9%

PMAR INNOVATOR ETFS TRUST

US EQTY PWR BUF

$2.8M

62,633

0.9%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.3M

10,468

0.7%

PNOV INNOVATOR ETFS TRUST

US EQTY PWR BUF

$2.2M

55,028

0.7%

JPM JPMORGAN CHASE & CO

COM

$2.2M

7,413

0.7%

VGT VANGUARD WORLD FD

INF TECH ETF

$2.1M

3,063

0.7%

TPR TAPESTRY INC

COM

$2.1M

14,873

0.7%

SHV ISHARES TR

TRUST ISHARE 0-1

$2.0M

18,052

0.7%

TSLA TESLA INC

COM

$2.0M

5,334

0.7%

PDEC INNOVATOR ETFS TRUST

US EQTY PWR BUF

$2.0M

46,048

0.6%

NEE NEXTERA ENERGY INC

COM

$2.0M

21,035

0.6%

EMXC ISHARES INC

MSCI EMRG CHN

$1.9M

24,607

0.6%

EEM ISHARES TR

MSCI EMG MKT ETF

$1.9M

33,503

0.6%

HD HOME DEPOT INC

COM

$1.8M

5,492

0.6%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$1.7M

20,255

0.6%

IJH ISHARES TR

CORE S&P MCP ETF

$1.7M

24,943

0.6%

GOOG ALPHABET INC

CAP STK CL C

$1.7M

5,755

0.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$1.6M

8,458

0.5%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.5M

10,509

0.5%

LLY ELI LILLY & CO

COM

$1.5M

1,655

0.5%

IWM ISHARES TR

RUSSELL 2000 ETF

$1.5M

5,998

0.5%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$1.5M

13,505

0.5%

V VISA INC

COM CL A

$1.5M

4,829

0.5%

AMAT APPLIED MATLS INC

COM

$1.4M

4,162

0.5%

PFEB INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.4M

34,421

0.5%

QTUM ETF SER SOLUTIONS

DEFIANCE QUANTUM

$1.4M

12,744

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

55%前 6 大占比

SPY28.2%IWF7.2%CSHI5.6%HTRB5.3%SPYV4.8%AAPL4.2%