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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 51
减持 81
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$9.7M
137,827
+5%
增持
IWF
ISHARES TR
+$7.6M
24,638
+1037%
减持
SPYG
SPDR SER TR
-$5.5M
67,197
-58%
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
CSHI
NEOS ETF TRUST
+$3.1M
590,845
+12%
增持
SPYV
SPDR SER TR
+$1.9M
382,803
+4%
减持
AAPL
APPLE INC
-$1.8M
49,277
-8%
增持
IJH
ISHARES TR
+$950.8K
123,647
+422%
减持
XLK
SELECT SECTOR SPDR TR
-$870.8K
18,603
-25%
增持
OEF
ISHARES TR
+$869.1K
35,857
+0%
增持
IWM
ISHARES TR
+$808.0K
34,848
+7%
减持
USFR
WISDOMTREE TR
-$804.4K
3,386
-83%
减持
MSFT
MICROSOFT CORP
+$676.1K
16,507
-1%
增持
NVDA
NVIDIA CORPORATION
+$635.6K
1,216
+30%
增持
SHV
ISHARES TR
+$627.6K
87,389
+7%
建仓
SPIB
SPDR SER TR
+$599.1K
18,328
增持
EMXC
ISHARES INC
+$552.3K
34,060
+34%
减持
AXP
AMERICAN EXPRESS CO
-$464.3K
100
-96%
增持
AMZN
AMAZON COM INC
+$410.6K
13,887
+1%
减持
EFA
ISHARES TR
-$371.3K
25,586
-20%
增持
COST
COSTCO WHSL CORP NEW
+$353.5K
3,363
+5%
减持
XLC
SELECT SECTOR SPDR TR
-$308.3K
1,893
-70%
减持
LLY
ELI LILLY & CO
+$295.0K
1,658
-3%
增持
QUAL
ISHARES TR
+$283.8K
6,344
+23%
清仓
—
INNOVATOR ETFS TR
-$275.6K
0
-100%
增持
META
META PLATFORMS INC
+$263.8K
1,182
+35%
减持
TSLA
TESLA INC
-$255.9K
2,393
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$252.9K
17,088
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$249.9K
28,618
-1%
减持
VV
VANGUARD INDEX FDS
+$234.3K
13,772
-2%
清仓
MQY
BLACKROCK MUNIYILD QULT FD I
-$223.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$213.5K
3,138
+29%
减持
KO
COCA COLA CO
+$210.4K
109,228
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$209.6K
74,580
+5%
减持
QQQ
INVESCO QQQ TR
+$197.2K
9,520
-3%
减持
NVO
NOVO-NORDISK A S
-$185.0K
1,887
-54%
减持
AVGO
BROADCOM INC
-$165.7K
300
-41%
增持
PMAR
INNOVATOR ETFS TRUST
+$162.1K
67,205
+4%
减持
VOT
VANGUARD INDEX FDS
-$157.1K
403
-65%
减持
GLD
SPDR GOLD TR
+$156.0K
13,453
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$148.0K
1,951
+128%
增持
XLE
SELECT SECTOR SPDR TR
+$144.0K
2,584
+117%
增持
XBIL
RBB FD INC
+$141.9K
4,915
+135%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$141.6K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$139.1K
77
-96%
增持
XLF
SELECT SECTOR SPDR TR
+$132.7K
15,817
+11%
减持
ADBE
ADOBE INC
-$131.8K
830
-10%
减持
PEP
PEPSICO INC
-$125.4K
1,845
-30%
增持
PAPR
INNOVATOR ETFS TRUST
+$124.3K
20,013
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$113.7K
603
+72%
减持
XLY
SELECT SECTOR SPDR TR
-$108.5K
11,277
-8%
清仓
ESGV
VANGUARD WORLD FD
-$106.1K
0
-100%
增持
PSA
PUBLIC STORAGE
+$106.0K
372
+6100%
增持
MA
MASTERCARD INCORPORATED
+$105.5K
1,734
+1%
增持
V
VISA INC
+$104.9K
3,930
+3%
减持
TTD
THE TRADE DESK INC
-$101.6K
5,057
-33%
增持
EEM
ISHARES TR
+$99.0K
33,935
+5%
减持
HD
HOME DEPOT INC
+$98.1K
3,449
-2%
增持
INTU
INTUIT
+$96.7K
556
+31%
增持
TSCO
TRACTOR SUPPLY CO
+$96.4K
451
+351%
减持
AMAT
APPLIED MATLS INC
+$93.6K
3,401
-9%
减持
VOE
VANGUARD INDEX FDS
-$91.6K
2,239
-26%
增持
UBER
UBER TECHNOLOGIES INC
+$91.3K
1,450
+338%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$86.1K
1,502
-34%
减持
IWP
ISHARES TR
+$81.6K
10,770
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$80.1K
2,816
-38%
减持
CHGG
CHEGG INC
-$79.2K
210
-97%
减持
VTV
VANGUARD INDEX FDS
+$75.8K
5,714
-0%
增持
CVX
CHEVRON CORP NEW
+$75.0K
4,397
+6%
减持
VDE
VANGUARD WORLD FD
+$72.8K
7,250
-4%
减持
ABBV
ABBVIE INC
+$71.4K
3,988
-6%
增持
PFEB
INNOVATOR ETFS TRUST
+$71.2K
25,949
+4%
减持
TNYA
TENAYA THERAPEUTICS INC
+$70.9K
56,512
-18%
减持
—
EXXON MOBIL CORP
-$68.4K
2,864
-29%
减持
JNJ
JOHNSON & JOHNSON
-$67.9K
7,695
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$65.5K
1,144
+30%
减持
PAUG
INNOVATOR ETFS TRUST
+$65.0K
34,000
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$64.6K
237
+166%
减持
USMV
ISHARES TR
-$64.5K
260
-76%
减持
XLRE
SELECT SECTOR SPDR TR
-$62.9K
11,447
-11%
减持
XLV
SELECT SECTOR SPDR TR
+$61.3K
12,349
-4%
减持
GOOGL
ALPHABET INC
-$60.8K
15,008
-10%
增持
SDY
SPDR SER TR
+$60.0K
8,992
+0%
减持
PG
PROCTER AND GAMBLE CO
-$58.2K
5,922
-15%
减持
BAC
BANK AMERICA CORP
-$58.1K
2,181
-48%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$55.2K
500
增持
RTX
RTX CORPORATION
+$54.5K
1,557
+35%
建仓
AJAN
INNOVATOR ETFS TRUST
+$50.6K
2,034
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$49.7K
1,319
-33%
减持
PFE
PFIZER INC
-$48.8K
1,344
-55%
减持
NEE
NEXTERA ENERGY INC
+$48.4K
18,413
-1%
减持
NFLX
NETFLIX INC
+$48.3K
842
-11%
减持
APD
AIR PRODS & CHEMS INC
-$48.0K
1,285
-2%
减持
ABNB
AIRBNB INC
-$47.1K
298
-58%
减持
DUOL
DUOLINGO INC
-$46.5K
2
-99%
减持
MCO
MOODYS CORP
-$46.5K
145
-45%
减持
TMUS
T-MOBILE US INC
-$46.5K
548
-35%
增持
—
ARISTA NETWORKS INC
+$46.1K
280
+88%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$45.3K
471
-22%
减持
VTEB
VANGUARD MUN BD FDS
-$44.6K
163
-84%
增持
INDA
ISHARES TR
+$43.3K
3,003
+31%
增持
VXF
VANGUARD INDEX FDS
+$43.2K
3,827
+0%
建仓
BIIB
BIOGEN INC
+$43.1K
200
减持
—
LINDE PLC
+$43.1K
834
-0%
清仓
—
MOLECULIN BIOTECH INC
-$42.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$41.6K
938
+0%
建仓
QQQI
NEOS ETF TRUST
+$40.9K
801
减持
WDAY
WORKDAY INC
-$40.0K
75
-66%
增持
EPI
WISDOMTREE TR
+$40.0K
3,355
+30%
减持
GOOG
ALPHABET INC
+$37.3K
5,191
-3%
增持
INQQ
EXCHANGE TRADED CONCEPTS TRU
+$36.7K
9,115
+33%
减持
DDOG
DATADOG INC
-$36.1K
81
-79%
减持
ORCL
ORACLE CORP
-$36.1K
1,854
-27%
减持
MRK
MERCK & CO INC
+$36.0K
4,237
-12%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$35.0K
118
+973%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$33.8K
454
-62%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$33.3K
527
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$33.1K
4,384
-14%
减持
PCAR
PACCAR INC
-$33.0K
696
-43%
减持
PKST
PEAKSTONE REALTY TRUST
-$32.5K
2,642
-30%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$32.4K
2,690
+0%
减持
IVW
ISHARES TR
+$32.1K
12,517
-8%
减持
IWD
ISHARES TR
+$31.0K
3,856
-3%
减持
TFC
TRUIST FINL CORP
+$28.7K
15,784
-1%
减持
VGT
VANGUARD WORLD FD
+$28.4K
3,763
-6%
增持
XYL
XYLEM INC
+$28.1K
1,570
+3%
减持
IVE
ISHARES TR
-$27.3K
551
-26%
建仓
VRT
VERTIV HOLDINGS CO
+$27.1K
332
减持
AMD
ADVANCED MICRO DEVICES INC
-$26.2K
321
-44%
增持
ITOT
ISHARES TR
+$25.4K
2,392
+1%
清仓
TZA
DIREXION SHS ETF TR
-$24.9K
0
-100%
减持
HUM
HUMANA INC
-$24.9K
30
-61%
减持
O
REALTY INCOME CORP
-$24.6K
4,017
-5%
建仓
—
DEUTSCHE BANK A G
+$23.7K
1,500
建仓
CPAY
CORPAY INC
+$23.4K
76
增持
FPE
FIRST TR EXCH TRADED FD III
+$23.3K
29,804
+2%
减持
PYPL
PAYPAL HLDGS INC
-$22.7K
35
-91%
减持
ZTS
ZOETIS INC
-$22.6K
663
-3%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$21.5K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$21.0K
725
-1%
减持
ABT
ABBOTT LABS
-$20.5K
2,717
-9%
增持
WMT
WALMART INC
-$20.4K
6,300
+149%
建仓
—
MOLECULIN BIOTECH INC
+$19.7K
3,334
减持
FLNC
FLUENCE ENERGY INC
-$19.6K
1,013
-35%
减持
HUT
HUT 8 CORP
-$19.6K
301
-82%
增持
SHY
ISHARES TR
+$19.3K
549
+76%
建仓
SHOP
SHOPIFY INC
+$19.3K
250
增持
SYY
SYSCO CORP
+$19.0K
1,000
+18%
减持
MDLZ
MONDELEZ INTL INC
-$18.6K
780
-23%
减持
VPU
VANGUARD WORLD FD
-$17.6K
973
-15%
减持
WEC
WEC ENERGY GROUP INC
-$17.3K
220
-48%
