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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 36
减持 98
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
CSHI
NEOS ETF TRUST
+$4.3M
677,537
+15%
减持
KO
COCA COLA CO
-$1.9M
74,890
-31%
减持
AAPL
APPLE INC
+$1.6M
47,842
-3%
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
IWF
ISHARES TR
+$1.6M
27,190
+10%
减持
SPYG
SPDR SER TR
-$1.4M
43,863
-35%
增持
SHV
ISHARES TR
+$1.1M
97,078
+11%
减持
PAUG
INNOVATOR ETFS TRUST
-$941.7K
7,155
-79%
减持
SPY
SPDR S&P 500 ETF TR
-$896.2K
130,835
-5%
增持
PMAY
INNOVATOR ETFS TRUST
+$610.1K
113,569
+13%
减持
IJH
ISHARES TR
-$596.2K
118,151
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$545.1K
85,351
+14%
减持
SDY
SPDR SER TR
-$524.3K
5,156
-43%
减持
XLY
SELECT SECTOR SPDR TR
-$506.6K
8,592
-24%
增持
NVDA
NVIDIA CORPORATION
+$480.7K
12,782
+951%
增持
GLD
SPDR GOLD TR
+$478.0K
15,095
+12%
增持
COST
COSTCO WHSL CORP NEW
+$459.3K
3,439
+2%
增持
SPYV
SPDR SER TR
-$365.3K
385,990
+1%
减持
MCD
MCDONALDS CORP
-$335.8K
2,470
-28%
减持
GOOGL
ALPHABET INC
+$299.1K
14,078
-6%
减持
XLV
SELECT SECTOR SPDR TR
-$285.7K
10,557
-15%
减持
JNJ
JOHNSON & JOHNSON
-$273.9K
6,454
-16%
减持
EFA
ISHARES TR
-$238.6K
23,040
-10%
减持
IWP
ISHARES TR
-$213.4K
9,206
-15%
减持
XLF
SELECT SECTOR SPDR TR
-$210.5K
11,085
-30%
减持
QQQ
INVESCO QQQ TR
+$207.2K
9,255
-3%
减持
TNYA
TENAYA THERAPEUTICS INC
-$200.8K
30,563
-46%
增持
IWM
ISHARES TR
-$196.0K
35,154
+1%
增持
EMXC
ISHARES INC
+$194.8K
36,413
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$185.9K
1,641
-39%
减持
MA
MASTERCARD INCORPORATED
-$183.0K
1,478
-15%
增持
GOOG
ALPHABET INC
+$180.9K
5,295
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$168.1K
3,767
+99%
减持
XLI
SELECT SECTOR SPDR TR
-$165.3K
660
-66%
减持
LLY
ELI LILLY & CO
+$156.3K
1,598
-4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$155.9K
20,753
-30%
减持
IVW
ISHARES TR
-$149.3K
9,808
-22%
减持
XLE
SELECT SECTOR SPDR TR
-$146.3K
1,072
-59%
减持
HD
HOME DEPOT INC
-$142.4K
3,430
-1%
减持
IGSB
ISHARES TR
-$141.6K
3,981
-41%
减持
VBR
VANGUARD INDEX FDS
-$134.3K
2,629
-18%
减持
VYM
VANGUARD WHITEHALL FDS
-$133.9K
28,065
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$128.7K
262
-44%
减持
VV
VANGUARD INDEX FDS
+$126.6K
13,735
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$125.8K
931
-38%
减持
NEE
NEXTERA ENERGY INC
+$124.8K
18,380
-0%
减持
IWD
ISHARES TR
-$110.0K
3,328
-14%
建仓
SPYI
NEOS ETF TRUST
+$101.9K
2,031
减持
XBIL
RBB FD INC
-$100.5K
2,911
-41%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.2K
1,266
-55%
建仓
EWJ
ISHARES INC
+$99.6K
1,460
减持
PG
PROCTER AND GAMBLE CO
-$99.1K
5,225
-12%
减持
FCX
FREEPORT-MCMORAN INC
-$98.4K
800
-73%
增持
QQQI
NEOS ETF TRUST
+$97.1K
2,673
+234%
减持
WMT
WALMART INC
-$97.0K
4,166
-34%
减持
PEP
PEPSICO INC
-$96.7K
1,371
-26%
减持
V
VISA INC
-$96.4K
3,812
-3%
增持
TTD
THE TRADE DESK INC
+$92.9K
5,477
+8%
建仓
PCEF
INVESCO EXCH TRADED FD TR II
+$90.0K
4,784
增持
UNH
UNITEDHEALTH GROUP INC
+$90.0K
763
+27%
增持
PANW
PALO ALTO NETWORKS INC
+$89.6K
1,223
+7%
减持
ABBV
ABBVIE INC
-$89.1K
3,714
-7%
减持
ARM
ARM HOLDINGS PLC
-$85.1K
50
-93%
减持
MSFT
MICROSOFT CORP
+$84.4K
15,727
-5%
减持
IVE
ISHARES TR
-$84.0K
104
-81%
增持
XLU
SELECT SECTOR SPDR TR
+$78.3K
2,987
+57%
减持
VOE
VANGUARD INDEX FDS
-$77.9K
1,802
-20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$77.7K
16,668
-2%
减持
BIL
SPDR SER TR
-$76.9K
1,954
-30%
减持
USFR
WISDOMTREE TR
-$70.3K
1,988
-41%
减持
FTNT
FORTINET INC
-$70.2K
8,140
-1%
增持
PSA
PUBLIC STORAGE OPER CO
+$70.1K
618
+66%
减持
IWS
ISHARES TR
-$68.5K
3,040
-13%
减持
SPIB
SPDR SER TR
-$66.5K
16,358
-11%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$66.3K
3,599
-18%
减持
ULTA
ULTA BEAUTY INC
-$65.8K
3
-98%
增持
—
ARISTA NETWORKS INC
+$65.7K
419
+50%
减持
VTV
VANGUARD INDEX FDS
-$61.0K
5,421
-5%
增持
XYL
XYLEM INC
+$61.0K
1,946
+24%
清仓
—
LABORATORY CORP AMER HLDGS
-$60.5K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$57.6K
675
-11%
增持
VRT
VERTIV HOLDINGS CO
+$57.4K
976
+194%
减持
OEF
ISHARES TR
+$56.4K
33,779
-6%
建仓
LH
LABCORP HOLDINGS INC
+$56.2K
276
增持
ADBE
ADOBE INC
+$55.6K
854
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$54.8K
3,379
+8%
减持
MRK
MERCK & CO INC
-$51.6K
4,099
-3%
减持
QUAL
ISHARES TR
-$49.9K
5,813
-8%
增持
ISRG
INTUITIVE SURGICAL INC
+$48.7K
322
+36%
减持
HON
HONEYWELL INTL INC
-$48.4K
968
-22%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$48.0K
224
+90%
减持
TMUS
T-MOBILE US INC
-$47.4K
239
-56%
减持
AMT
AMERICAN TOWER CORP NEW
-$46.4K
730
-23%
减持
TSLA
TESLA INC
-$45.7K
1,895
-21%
增持
TSCO
TRACTOR SUPPLY CO
+$45.2K
604
+34%
减持
ABNB
AIRBNB INC
-$44.5K
31
-90%
减持
TXN
TEXAS INSTRS INC
-$44.2K
355
-45%
减持
SHY
ISHARES TR
-$44.2K
9
-98%
清仓
VFH
VANGUARD WORLD FD
-$43.7K
0
-100%
减持
VDE
VANGUARD WORLD FD
-$43.4K
7,144
-1%
清仓
CME
CME GROUP INC
-$43.1K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$42.6K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$42.6K
1,023
-73%
清仓
—
ETF SER SOLUTIONS
-$42.2K
0
-100%
减持
DIS
DISNEY WALT CO
-$42.0K
1,798
-0%
减持
EEM
ISHARES TR
+$41.6K
33,710
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$41.2K
332
-56%
减持
VGT
VANGUARD WORLD FD
-$41.0K
3,351
-11%
建仓
SAP
SAP SE
+$40.3K
200
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$37.4K
475
+46%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$33.9K
775
+5%
建仓
OTTR
OTTER TAIL CORP
+$32.6K
372
减持
PM
PHILIP MORRIS INTL INC
-$32.2K
453
-47%
减持
FSK
FS KKR CAP CORP
-$31.7K
2,792
-39%
减持
ESGU
ISHARES TR
-$31.3K
2,126
-14%
减持
NFLX
NETFLIX INC
+$31.2K
804
-5%
减持
ABT
ABBOTT LABS
-$31.1K
2,673
-2%
减持
AMZN
AMAZON COM INC
+$30.9K
13,122
-6%
减持
VOT
VANGUARD INDEX FDS
-$30.4K
281
-30%
减持
T
AT&T INC
-$28.7K
8,468
-22%
减持
MGM
MGM RESORTS INTERNATIONAL
-$28.3K
377
-61%
减持
INTU
INTUIT
-$27.9K
508
-9%
减持
VB
VANGUARD INDEX FDS
-$27.3K
377
-21%
减持
—
LINDE PLC
-$25.7K
824
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$25.5K
17,239
-7%
减持
NVO
NOVO-NORDISK A S
+$25.3K
1,875
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$24.7K
913
+50%
减持
PFE
PFIZER INC
-$24.7K
451
-66%
减持
PKST
PEAKSTONE REALTY TRUST
-$24.4K
1,716
-35%
减持
DUK
DUKE ENERGY CORP NEW
-$23.7K
721
-27%
减持
QYLD
GLOBAL X FDS
-$23.7K
1,104
-54%
减持
AVGO
BROADCOM INC
+$23.6K
263
-12%
减持
IEFA
ISHARES TR
-$22.8K
178
-63%
减持
VHT
VANGUARD WORLD FD
-$22.3K
444
-14%
增持
EPI
WISDOMTREE TR
+$22.3K
3,488
+4%
增持
O
REALTY INCOME CORP
+$21.7K
4,525
+13%
减持
—
NXP SEMICONDUCTORS N V
-$21.6K
185
-36%
减持
VPU
VANGUARD WORLD FD
-$21.2K
795
-18%
增持
INDA
ISHARES TR
+$21.2K
3,157
+5%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$21.1K
23,538
-5%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$21.1K
2,964
+196%
减持
KMB
KIMBERLY-CLARK CORP
-$20.8K
790
-21%
建仓
LNT
ALLIANT ENERGY CORP
+$20.7K
407
增持
ADI
ANALOG DEVICES INC
+$19.8K
527
+4%
减持
MPT
MEDICAL PPTYS TRUST INC
-$19.7K
15,329
-16%
减持
AMAT
APPLIED MATLS INC
+$19.5K
3,054
-10%
清仓
SHOP
SHOPIFY INC
-$19.3K
0
-100%
清仓
KBR
KBR INC
-$19.1K
0
-100%
清仓
VIS
VANGUARD WORLD FD
-$18.3K
0
-100%
增持
INQQ
EXCHANGE TRADED CONCEPTS TRU
+$18.1K
9,766
+7%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$17.6K
1,432
