小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 10
增持 64
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$11.8M
107,611
+107511%
减持
BSV
VANGUARD BD INDEX FDS
-$10.2M
15,325
-89%
增持
SPY
SPDR S&P 500 ETF TR
-$5.2M
90,455
+4%
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。
建仓
FPE
FIRST TR EXCH TRADED FD III
+$3.0M
176,268
减持
QQQ
INVESCO QQQ TR
-$2.8M
10,943
-32%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.4M
245,682
-39%
增持
AAPL
APPLE INC
-$2.2M
64,910
+2%
增持
SPYV
SPDR SER TR
+$2.1M
88,652
+226%
减持
OEF
ISHARES TR
-$2.1M
37,223
-9%
增持
IGSB
ISHARES TR
+$1.9M
314,536
+16%
增持
AMZN
AMAZON COM INC
-$1.4M
23,257
+1851%
增持
XLY
SELECT SECTOR SPDR TR
-$1.3M
29,941
+2%
减持
IWM
ISHARES TR
-$1.3M
25,272
-7%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$1.3M
19,906
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$1.0M
45,430
+7%
减持
BIL
SPDR SER TR
-$962.0K
2,025
-84%
减持
HYG
ISHARES TR
-$883.0K
26,813
-23%
增持
EFA
ISHARES TR
-$840.0K
80,389
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$833.0K
15,835
-39%
减持
XLU
SELECT SECTOR SPDR TR
-$788.0K
8,394
-55%
增持
MSFT
MICROSOFT CORP
-$775.0K
20,746
+5%
增持
MPT
MEDICAL PPTYS TRUST INC
-$765.0K
131,483
+0%
减持
TTD
THE TRADE DESK INC
-$720.0K
7,831
-48%
增持
IJH
ISHARES TR
-$661.0K
31,793
+9%
增持
VV
VANGUARD INDEX FDS
-$656.0K
18,209
+0%
减持
IEFA
ISHARES TR
-$636.0K
9,003
-46%
增持
VBR
VANGUARD INDEX FDS
+$614.0K
7,476
+160%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$613.0K
4,058
-63%
减持
IWF
ISHARES TR
-$590.0K
5,527
-15%
减持
HD
HOME DEPOT INC
-$581.0K
5,630
-21%
减持
IWD
ISHARES TR
-$580.0K
10,311
-18%
减持
BND
VANGUARD BD INDEX FDS
-$567.0K
259
-96%
减持
DIS
DISNEY WALT CO
-$565.0K
6,028
-27%
增持
TSLA
TESLA INC
-$547.0K
1,706
+8%
清仓
DDOG
DATADOG INC
-$542.0K
0
-100%
减持
IEMG
ISHARES INC
-$526.0K
4,539
-66%
减持
IVW
ISHARES TR
-$524.0K
20,563
-11%
减持
VYM
VANGUARD WHITEHALL FDS
-$491.0K
40,105
-1%
减持
XLC
SELECT SECTOR SPDR TR
-$487.0K
32,611
-1%
增持
GOOGL
ALPHABET INC
-$486.0K
936
+3%
减持
VGT
VANGUARD WORLD FDS
-$486.0K
4,674
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$444.0K
7,245
-55%
减持
TLT
ISHARES TR
-$408.0K
334
-90%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$403.0K
2,522
-76%
减持
VIGI
VANGUARD WHITEHALL FDS
-$393.0K
1,133
-81%
增持
O
REALTY INCOME CORP
+$364.0K
47,305
+14%
增持
XLF
SELECT SECTOR SPDR TR
-$345.0K
82,127
+7%
减持
IWP
ISHARES TR
-$342.0K
15,473
-1%
减持
VOT
VANGUARD INDEX FDS
-$307.0K
4,510
-8%
增持
JNJ
JOHNSON & JOHNSON
+$305.0K
10,407
+20%
增持
VOE
VANGUARD INDEX FDS
+$296.0K
5,803
+90%
增持
GOOG
ALPHABET INC
-$253.0K
622
+8%
减持
NVDA
NVIDIA CORPORATION
-$250.0K
1,892
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$245.0K
3,282
+2729%
增持
XLV
SELECT SECTOR SPDR TR
-$241.0K
45,245
+3%
增持
COST
COSTCO WHSL CORP NEW
-$228.0K
3,269
+5%
减持
NFLX
NETFLIX INC
-$219.0K
900
-10%
减持
SCHA
SCHWAB STRATEGIC TR
-$217.0K
1,480
-75%
减持
TFC
TRUIST FINL CORP
-$216.0K
21,163
-2%
减持
XLRE
SELECT SECTOR SPDR TR
-$216.0K
18,968
-8%
增持
ELV
ELEVANCE HEALTH INC
+$214.0K
732
+158%
清仓
SHM
SPDR SER TR
-$206.0K
0
-100%
增持
PEP
PEPSICO INC
+$201.0K
3,087
+65%
减持
GOVT
ISHARES TR
-$194.0K
3,571
-68%
减持
MA
MASTERCARD INCORPORATED
-$194.0K
1,851
-15%
减持
INTC
INTEL CORP
-$191.0K
10,362
-11%
增持
MCD
MCDONALDS CORP
+$184.0K
2,142
+53%
减持
SCHW
SCHWAB CHARLES CORP
-$181.0K
7,522
-3%
建仓
—
PROSHARES TR
+$177.0K
3,000
清仓
IBDR
ISHARES TR
-$173.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$171.0K
18,015
+6%
建仓
COKE
COCA COLA CONS INC
+$169.0K
300
增持
FBRT
FRANKLIN BSP RLTY TR INC
+$166.0K
14,070
+729%
减持
CRM
SALESFORCE INC
-$146.0K
2,354
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$145.0K
6,204
-21%
增持
META
META PLATFORMS INC
-$144.0K
2,652
+3%
减持
TGT
TARGET CORP
-$139.0K
939
-27%
增持
WMT
WALMART INC
+$139.0K
3,053
+96%
减持
PFF
ISHARES TR
-$136.0K
17,380
-10%
增持
NEE
NEXTERA ENERGY INC
-$134.0K
21,644
+1%
增持
VXF
VANGUARD INDEX FDS
-$129.0K
3,738
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$126.0K
10,504
-17%
减持
USHY
ISHARES TR
-$126.0K
1,204
-72%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$125.0K
0
-100%
增持
PFE
PFIZER INC
+$124.0K
7,968
+40%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$123.0K
2,885
+32%
建仓
EQT
EQT CORP
+$119.0K
3,446
增持
CTVA
CORTEVA INC
+$117.0K
2,181
+14440%
减持
BIV
VANGUARD BD INDEX FDS
-$116.0K
4,549
-21%
增持
USMV
ISHARES TR
-$113.0K
15,935
+0%
增持
EEM
ISHARES TR
+$113.0K
36,812
+22%
增持
KO
COCA COLA CO
+$112.0K
113,836
+0%
减持
VEEV
VEEVA SYS INC
-$111.0K
3,432
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$111.0K
612
+54%
减持
V
VISA INC
-$106.0K
4,120
-0%
增持
XLI
SELECT SECTOR SPDR TR
-$105.0K
16,946
+10%
清仓
HYD
VANECK ETF TRUST
-$104.0K
0
-100%
增持
FTNT
FORTINET INC
-$104.0K
8,475
+396%
增持
PG
PROCTER AND GAMBLE CO
+$104.0K
8,680
+16%
减持
LOW
LOWES COS INC
-$103.0K
1,125
-24%
减持
IWS
ISHARES TR
-$103.0K
5,051
-2%
增持
LLY
LILLY ELI & CO
+$102.0K
1,991
+5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$101.0K
936
-4%
减持
AVGO
BROADCOM INC
-$95.0K
509
-6%
清仓
CWI
SPDR INDEX SHS FDS
-$91.0K
0
-100%
减持
MRK
MERCK & CO INC
+$91.0K
11,587
-1%
减持
WFC
WELLS FARGO CO NEW
-$85.0K
3,610
-23%
减持
JPM
JPMORGAN CHASE & CO
-$83.0K
3,372
-1%
建仓
DLTR
DOLLAR TREE INC
+$81.0K
522
增持
ORCL
ORACLE CORP
+$80.0K
1,696
+269%
减持
TNA
DIREXION SHS ETF TR
-$78.0K
500
-67%
减持
ALL
ALLSTATE CORP
-$78.0K
3,770
-6%
增持
CAT
CATERPILLAR INC
+$77.0K
477
+1303%
增持
GD
GENERAL DYNAMICS CORP
+$76.0K
1,969
+32%
增持
VHT
VANGUARD WORLD FDS
+$76.0K
885
+71%
增持
AMAT
APPLIED MATLS INC
-$75.0K
3,834
+19%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$74.0K
1,474
-48%
增持
SNY
SANOFI
+$74.0K
1,641
+987%
增持
COP
CONOCOPHILLIPS
+$74.0K
980
+600%
增持
DG
DOLLAR GEN CORP NEW
+$73.0K
302
+5940%
增持
QCOM
QUALCOMM INC
+$72.0K
2,580
+53%
减持
DBX
DROPBOX INC
-$72.0K
410
-88%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$72.0K
5,511
-11%
增持
NSC
NORFOLK SOUTHN CORP
+$72.0K
377
+654%
减持
MGK
VANGUARD WORLD FD
-$71.0K
593
-22%
减持
CVX
CHEVRON CORP NEW
-$68.0K
3,755
-0%
增持
MCO
MOODYS CORP
+$68.0K
257
+3571%
减持
PYPL
PAYPAL HLDGS INC
-$66.0K
647
-32%
增持
TMUS
T-MOBILE US INC
+$64.0K
521
+1009%
增持
—
LABORATORY CORP AMER HLDGS
+$63.0K
328
+531%
增持
PGR
PROGRESSIVE CORP
+$62.0K
580
+1315%
建仓
—
WORLD WRESTLING ENTMT INC
+$61.0K
977
减持
CMCSA
COMCAST CORP NEW
-$61.0K
2,160
-31%
减持
IUSV
ISHARES TR
-$60.0K
75
-91%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$60.0K
782
+1807%
建仓
PWR
QUANTA SVCS INC
+$59.0K
468
减持
AMD
ADVANCED MICRO DEVICES INC
-$58.0K
609
-37%
增持
VTV
VANGUARD INDEX FDS
+$57.0K
3,819
+26%
减持
BA
BOEING CO
-$57.0K
231
-50%
建仓
—
CDK GLOBAL INC
+$57.0K
1,039
减持
—
MEDTRONIC PLC
-$56.0K
1,355
-16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$55.0K
410
+204%
增持
MS
MORGAN STANLEY
+$54.0K
866
+532%
增持
ETSY
ETSY INC
-$54.0K
1,076
+0%
减持
BIO
BIO RAD LABS INC
-$53.0K
12
-89%
减持
—
BLACKROCK INC
-$53.0K
258
-6%
减持
USIG
ISHARES TR
-$51.0K
63
-94%
增持
VDE
VANGUARD WORLD FDS
+$50.0K
6,129
+17%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$49.0K
481