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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
$301.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 36
增持 80
减持 30
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$4.3M
87,121
-5%
增持
IWD
ISHARES TR
+$1.7M
12,502
+441%
增持
AAPL
APPLE INC
+$1.6M
63,635
+19%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QQQ
INVESCO QQQ TR
+$1.6M
16,157
+50%
增持
IGSB
ISHARES TR
+$1.5M
270,711
+16%
增持
IWF
ISHARES TR
+$1.3M
6,479
+338%
增持
TSLA
TESLA INC
+$1.2M
1,574
+226%
建仓
IEFA
ISHARES TR
+$1.2M
16,775
建仓
BIL
SPDR SER TR
+$1.1M
12,544
增持
SPYV
SPDR SER TR
+$1.1M
27,166
+6558%
增持
GOOG
ALPHABET INC
+$1.0M
578
+182%
增持
AMZN
AMAZON COM INC
+$998.0K
1,192
+38%
增持
HD
HOME DEPOT INC
-$807.0K
7,098
+0%
建仓
IEMG
ISHARES INC
+$749.0K
13,474
减持
MGK
VANGUARD WORLD FD
-$741.0K
762
-78%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$675.0K
10,897
+285%
增持
COST
COSTCO WHSL CORP NEW
+$630.0K
3,117
+52%
增持
VYM
VANGUARD WHITEHALL FDS
+$601.0K
40,713
+15%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$595.0K
403,126
-0%
建仓
BND
VANGUARD BD INDEX FDS
+$586.0K
7,372
增持
KO
COCA COLA CO
+$549.0K
113,700
+4%
减持
QUAL
ISHARES TR
-$542.0K
876
-81%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$530.0K
7,902
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$524.0K
10,460
减持
TTD
THE TRADE DESK INC
-$519.0K
15,132
-12%
增持
V
VISA INC
+$505.0K
4,136
+118%
减持
DE
DEERE & CO
-$472.0K
101
-93%
建仓
AXP
AMERICAN EXPRESS CO
+$468.0K
2,500
增持
AMT
AMERICAN TOWER CORP NEW
+$461.0K
2,604
+296%
建仓
MKL
MARKEL CORP
+$443.0K
300
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$433.0K
3,454
+31%
增持
BSV
VANGUARD BD INDEX FDS
-$426.0K
145,675
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$424.0K
42,649
+3%
增持
VTV
VANGUARD INDEX FDS
+$396.0K
3,027
+770%
减持
ROK
ROCKWELL AUTOMATION INC
-$378.0K
5
-100%
减持
PLD
PROLOGIS INC.
-$376.0K
236
-90%
增持
VDE
VANGUARD WORLD FDS
+$373.0K
5,228
+117%
增持
IWM
ISHARES TR
-$372.0K
27,291
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$365.0K
26,034
-14%
增持
ABBV
ABBVIE INC
+$343.0K
4,663
+53%
增持
XLY
SELECT SECTOR SPDR TR
-$333.0K
29,444
+4%
减持
VOX
VANGUARD WORLD FDS
-$328.0K
55
-98%
清仓
NEM
NEWMONT CORP
-$320.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$317.0K
8,699
+21%
增持
VUG
VANGUARD INDEX FDS
+$301.0K
1,166
+990%
减持
XLC
SELECT SECTOR SPDR TR
-$297.0K
32,816
-0%
增持
SBUX
STARBUCKS CORP
+$293.0K
3,478
+1674%
减持
DDOG
DATADOG INC
-$284.0K
3,575
-23%
增持
XLRE
SELECT SECTOR SPDR TR
+$280.0K
20,508
+49%
减持
LOW
LOWES COS INC
-$280.0K
1,478
-34%
增持
SCHA
SCHWAB STRATEGIC TR
+$275.0K
5,808
+580700%
增持
EFA
ISHARES TR
-$272.0K
79,670
+2%
增持
MPT
MEDICAL PPTYS TRUST INC
+$270.0K
131,156
+24%
增持
XLE
SELECT SECTOR SPDR TR
+$265.0K
8,278
+25%
增持
INTC
INTEL CORP
+$264.0K
11,688
+91%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$252.0K
18,300
增持
GOVT
ISHARES TR
+$243.0K
11,199
+733%
增持
IWP
ISHARES TR
-$228.0K
15,603
+0%
减持
DIS
DISNEY WALT CO
-$221.0K
8,266
-6%
建仓
—
ATLAS CORP
+$220.0K
15,000
增持
NFLX
NETFLIX INC
+$216.0K
1,002
+277%
增持
O
REALTY INCOME CORP
+$214.0K
41,338
+12%
减持
IVW
ISHARES TR
-$209.0K
23,109
-2%
建仓
SHM
SPDR SER TR
+$206.0K
4,345
减持
VGT
VANGUARD WORLD FDS
-$204.0K
4,832
-0%
减持
PYPL
PAYPAL HLDGS INC
-$201.0K
958
-45%
增持
GOOGL
ALPHABET INC
+$200.0K
908
+13%
增持
MSFT
MICROSOFT CORP
+$199.0K
19,795
+13%
增持
QCOM
QUALCOMM INC
+$197.0K
1,690
+411%
增持
OEF
ISHARES TR
+$190.0K
40,955
+7%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$188.0K
1,035
+218%
建仓
BKNG
BOOKING HOLDINGS INC
+$188.0K
80
建仓
—
PACWEST BANCORP DEL
+$187.0K
4,334
减持
AMD
ADVANCED MICRO DEVICES INC
-$187.0K
961
-53%
清仓
COKE
COCA COLA CONS INC
-$186.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$185.0K
2,181
+195%
增持
VEEV
VEEVA SYS INC
+$183.0K
3,721
+56%
增持
ITOT
ISHARES TR
+$179.0K
2,880
+174%
增持
NEE
NEXTERA ENERGY INC
-$178.0K
21,379
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$178.0K
44,112
+6%
增持
FCX
FREEPORT-MCMORAN INC
+$175.0K
5,775
+116%
增持
CVX
CHEVRON CORP NEW
+$171.0K
3,759
+0%
建仓
USHY
ISHARES TR
+$168.0K
4,334
增持
PAYX
PAYCHEX INC
+$166.0K
1,746
+229%
建仓
XMYDX
BLACKROCK MUNIYIELD FD INC
+$166.0K
13,135
建仓
ENB
ENBRIDGE INC
+$161.0K
3,500
建仓
WD
WALKER & DUNLOP INC
+$155.0K
1,200
增持
HYG
ISHARES TR
+$150.0K
34,725
+12%
增持
VOT
VANGUARD INDEX FDS
-$150.0K
4,927
+1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$147.0K
2,817
建仓
—
MASIMO CORP
+$146.0K
1,000
增持
RVTY
PERKINELMER INC
+$144.0K
2,250
+81%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$144.0K
976
-6%
增持
IJH
ISHARES TR
-$143.0K
29,269
+4%
增持
T
AT&T INC
+$142.0K
11,071
+127%
增持
—
EXXON MOBIL CORP
+$142.0K
3,768
+36%
增持
SYY
SYSCO CORP
+$141.0K
2,200
+340%
减持
SQ
BLOCK INC
-$139.0K
382
-68%
建仓
WMB
WILLIAMS COS INC
+$137.0K
4,115
增持
GD
GENERAL DYNAMICS CORP
+$133.0K
1,492
+37%
建仓
ETSY
ETSY INC
+$133.0K
1,071
增持
USMV
ISHARES TR
+$130.0K
15,884
+17%
增持
CVS
CVS HEALTH CORP
+$129.0K
1,603
+396%
增持
WFC
WELLS FARGO CO NEW
+$125.0K
4,660
+122%
减持
ABT
ABBOTT LABS
-$122.0K
3,204
-10%
增持
XLU
SELECT SECTOR SPDR TR
+$121.0K
18,496
+5%
增持
NOC
NORTHROP GRUMMAN CORP
+$116.0K
1,317
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$114.0K
620
-14%
增持
ALL
ALLSTATE CORP
+$104.0K
4,013
+4%
建仓
HYD
VANECK ETF TRUST
+$104.0K
1,815
建仓
SLB
SCHLUMBERGER LTD
+$103.0K
2,500
增持
GM
GENERAL MTRS CO
+$100.0K
3,297
+343%
建仓
—
EBIX INC
+$99.0K
3,000
增持
SHY
ISHARES TR
+$97.0K
6,171
+27%
增持
BAC
BK OF AMERICA CORP
+$95.0K
11,811
+34%
建仓
—
PARAMOUNT GLOBAL
+$95.0K
2,500
建仓
TNA
DIREXION SHS ETF TR
+$94.0K
1,500
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$94.0K
6,179
+56%
清仓
IXP
ISHARES TR
-$93.0K
0
-100%
增持
VAW
VANGUARD WORLD FDS
+$92.0K
1,380
+55%
建仓
CWI
SPDR INDEX SHS FDS
+$91.0K
3,306
减持
ORCL
ORACLE CORP
-$89.0K
459
-69%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$89.0K
16,998
+3%
增持
PFE
PFIZER INC
+$89.0K
5,676
+63%
减持
—
ACCENTURE PLC IRELAND
-$87.0K
691
-10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$86.0K
70
-77%
建仓
KMI
KINDER MORGAN INC DEL
+$85.0K
4,500
建仓
DTE
DTE ENERGY CO
+$84.0K
635
增持
VBR
VANGUARD INDEX FDS
+$80.0K
2,875
+21%
建仓
CLNE
CLEAN ENERGY FUELS CORP
+$79.0K
10,000
增持
VZ
VERIZON COMMUNICATIONS INC
+$78.0K
4,959
+48%
建仓
Z
ZILLOW GROUP INC
+$74.0K
1,500
减持
ECL
ECOLAB INC
-$73.0K
954
-7%
减持
QLTA
ISHARES TR
-$72.0K
383
-77%
建仓
—
ENVIVA INC
+$69.0K
868
增持
AMAT
APPLIED MATLS INC
-$67.0K
3,219
+3%
增持
MRK
MERCK & CO INC
+$67.0K
11,762
+0%
减持
WMT
WALMART INC
-$66.0K
1,559
-24%
建仓
IUSV
ISHARES TR
+$65.0K
863
增持
VXF
VANGUARD INDEX FDS
-$63.0K
3,734
+0%
增持
EEM
ISHARES TR
-$62.0K
30,188
+3%
清仓
XME
SPDR SER TR
-$61.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$61.0K
21,509
-2%
增持
VV
VANGUARD INDEX FDS
-$59.0K
18,196
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$58.0K
76,405
+4%
建仓
IPGP
IPG PHOTONICS CORP
+$55.0K
500
减持
MCD
MCDONALDS CORP
-$55.0K
1,397
-6%
建仓
USIG
ISHARES TR
+$54.0K
986
建仓
VOO
VANGUARD INDEX FDS
+$54.0K
130
增持
VYMI
VANGUARD WHITEHALL FDS
+$54.0K
7,830
+11%
