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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 56
减持 72
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AGG
ISHARES TR
+$14.5M
150,153
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$6.2M
186,006
-48%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
133,664
+1%
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。
减持
KO
COCA COLA CO
-$968.7K
74,790
-4%
增持
IWF
ISHARES TR
+$949.3K
28,851
+2%
减持
AAPL
APPLE INC
+$799.1K
47,542
-0%
减持
SPYV
SPDR SER TR
-$737.3K
395,792
-0%
增持
OEF
ISHARES TR
+$415.2K
33,441
+0%
减持
AMZN
AMAZON COM INC
+$409.1K
13,086
-1%
减持
JNJ
JOHNSON & JOHNSON
-$332.2K
4,200
-28%
减持
GOOGL
ALPHABET INC
+$328.8K
14,227
-0%
增持
NEE
NEXTERA ENERGY INC
-$270.7K
21,205
+0%
减持
PJUL
INNOVATOR ETFS TRUST
-$270.1K
19,190
-27%
增持
SPYG
SPDR SER TR
+$264.8K
42,043
+2%
减持
SPIB
SPDR SER TR
-$237.9K
32,796
-16%
增持
IJH
ISHARES TR
+$219.8K
125,310
+3%
减持
MCD
MCDONALDS CORP
-$214.1K
2,375
-20%
增持
NVDA
NVIDIA CORPORATION
+$212.1K
16,262
+0%
减持
PMAY
INNOVATOR ETFS TRUST
-$211.9K
105,569
-7%
建仓
ANET
ARISTA NETWORKS INC
+$210.7K
1,906
减持
FPE
FIRST TR EXCH TRADED FD III
-$203.7K
3,863
-74%
减持
LLY
ELI LILLY & CO
-$202.7K
1,590
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$190.3K
8,131
-0%
增持
V
VISA INC
+$183.1K
3,818
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$176.6K
10,570
-0%
清仓
—
ARISTA NETWORKS INC
-$176.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$171.8K
9,029
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$170.3K
30,010
+5%
减持
SHV
ISHARES TR
-$167.6K
20,674
-6%
增持
EMXC
ISHARES INC
-$160.1K
37,920
+2%
增持
IWM
ISHARES TR
+$146.1K
36,236
+2%
减持
NFLX
NETFLIX INC
+$143.3K
795
-0%
减持
NVO
NOVO-NORDISK A S
-$140.7K
946
-49%
增持
MSFT
MICROSOFT CORP
-$137.1K
15,792
+0%
增持
EFA
ISHARES TR
-$133.3K
24,363
+3%
减持
FTNT
FORTINET INC
+$129.8K
8,055
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$129.2K
3,702
+3%
减持
AVGO
BROADCOM INC
+$126.9K
2,305
-2%
建仓
BLK
BLACKROCK INC
+$123.0K
120
增持
XBIL
RBB FD INC
+$122.4K
9,498
+35%
增持
TTD
THE TRADE DESK INC
+$120.0K
5,508
+15%
增持
EEM
ISHARES TR
-$117.4K
35,069
+2%
增持
GOOG
ALPHABET INC
+$114.4K
4,901
+0%
清仓
—
BLACKROCK INC
-$113.9K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$104.6K
3,322
-1%
增持
PNOV
INNOVATOR ETFS TRUST
+$102.9K
56,358
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$98.7K
9,771
-16%
减持
VDE
VANGUARD WORLD FD
-$95.3K
6,577
-10%
清仓
—
LAM RESEARCH CORP
-$94.6K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$93.3K
240
-31%
增持
ET
ENERGY TRANSFER L P
+$87.9K
5,323
+420%
减持
COST
COSTCO WHSL CORP NEW
+$86.0K
3,457
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$84.4K
751
-5%
建仓
LRCX
LAM RESEARCH CORP
+$83.9K
1,162
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$83.7K
9,409
-52%
减持
AMT
AMERICAN TOWER CORP NEW
-$81.4K
478
-34%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$79.6K
16,921
-1%
减持
HD
HOME DEPOT INC
-$78.2K
3,284
-2%
减持
XYL
XYLEM INC
-$76.1K
1,875
-14%
增持
ABBV
ABBVIE INC
-$74.0K
3,777
+0%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$70.6K
2,795
减持
O
REALTY INCOME CORP
-$69.0K
4,103
-10%
减持
PEP
PEPSICO INC
-$68.3K
913
-25%
增持
MA
MASTERCARD INCORPORATED
+$67.3K
1,438
+3%
减持
VV
VANGUARD INDEX FDS
-$65.5K
13,080
-4%
增持
VRT
VERTIV HOLDINGS CO
+$64.1K
1,442
+44%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$61.3K
120
-40%
减持
VTI
VANGUARD INDEX FDS
-$60.5K
14
-94%
减持
MRK
MERCK & CO INC
-$57.3K
4,037
-0%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$54.2K
1,723
+19%
建仓
ROCK
GIBRALTAR INDS INC
+$53.0K
900
减持
IVW
ISHARES TR
+$53.0K
9,591
-0%
减持
PFF
ISHARES TR
-$52.4K
9,180
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$51.3K
452
-34%
减持
AGGY
WISDOMTREE TR
-$50.2K
6,553
-12%
减持
ADBE
ADOBE INC
-$49.9K
597
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$49.4K
140
+833%
减持
IWP
ISHARES TR
+$48.3K
8,352
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$46.4K
3,169
-11%
减持
XLK
SELECT SECTOR SPDR TR
+$45.7K
16,378
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$44.1K
703
-41%
减持
VZ
VERIZON COMMUNICATIONS INC
-$40.7K
3,271
-14%
减持
XLRE
SELECT SECTOR SPDR TR
-$40.5K
9,511
-1%
减持
MPT
MEDICAL PPTYS TRUST INC
-$39.6K
9,905
-26%
增持
PANW
PALO ALTO NETWORKS INC
+$39.0K
2,630
+105%
增持
QUAL
ISHARES TR
+$38.8K
6,177
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$38.8K
897
+15%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$37.4K
347
+20%
增持
ISRG
INTUITIVE SURGICAL INC
+$36.9K
403
+14%
清仓
SCHD
SCHWAB STRATEGIC TR
-$36.4K
0
-100%
建仓
GARP
ISHARES TR
+$35.9K
639
增持
VXF
VANGUARD INDEX FDS
+$34.8K
3,862
+1%
减持
IWD
ISHARES TR
-$34.5K
3,003
-3%
清仓
VEEV
VEEVA SYS INC
-$31.5K
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$29.1K
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$28.3K
5,426
+0%
增持
INTU
INTUIT
+$28.1K
562
+7%
增持
PG
PROCTER AND GAMBLE CO
-$27.7K
5,081
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$27.1K
4,352
-2%
清仓
PFO
FLAHERTY & CRUMRINE PFD INCO
-$25.8K
0
-100%
增持
PSA
PUBLIC STORAGE OPER CO
-$25.8K
816
+10%
建仓
BH
BIGLARI HLDGS INC
+$25.4K
100
增持
META
META PLATFORMS INC
+$25.2K
1,370
+1%
减持
WMT
WALMART INC
+$24.0K
3,945
-4%
减持
—
CBAK ENERGY TECHNOLOGY INC
-$24.0K
47,650
-13%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$22.8K
3,673
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$22.5K
1,645
+23%
减持
STRL
STERLING INFRASTRUCTURE INC
-$22.0K
300
-40%
建仓
XTL
SPDR SER TR
+$21.4K
200
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.1K
3,812
+23%
减持
VIGI
VANGUARD WHITEHALL FDS
-$20.1K
562
-24%
建仓
GRNY
TIDAL ETF TR
+$20.0K
1,000
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$19.6K
2,700
+1%
增持
ENPH
ENPHASE ENERGY INC
-$19.1K
489
+5%
减持
MCO
MOODYS CORP
-$19.1K
75
-35%
减持
XLP
SELECT SECTOR SPDR TR
-$17.8K
641
-22%
增持
PM
PHILIP MORRIS INTL INC
+$17.7K
594
+34%
减持
VPU
VANGUARD WORLD FD
-$17.3K
725
-7%
增持
SO
SOUTHERN CO
+$16.6K
750
+50%
减持
FLNC
FLUENCE ENERGY INC
-$16.4K
413
-59%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$16.4K
24,069
+1%
增持
EPI
WISDOMTREE TR
-$16.3K
3,561
+1%
减持
WDAY
WORKDAY INC
-$15.9K
1
-98%
增持
INDA
ISHARES TR
-$15.8K
3,216
+2%
减持
VHT
VANGUARD WORLD FD
-$15.8K
433
-3%
减持
CMCSA
COMCAST CORP NEW
-$14.7K
1,801
-9%
建仓
ITA
ISHARES TR
+$14.5K
100
增持
AMD
ADVANCED MICRO DEVICES INC
-$14.5K
349
+1%
减持
VOE
VANGUARD INDEX FDS
-$14.3K
1,320
-3%
清仓
—
BROOKFIELD RENEWABLE CORP
-$13.5K
0
-100%
减持
ITOT
ISHARES TR
-$11.9K
2,486
-6%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$11.5K
414
减持
PAPR
INNOVATOR ETFS TRUST
+$10.7K
19,888
-1%
建仓
ENB
ENBRIDGE INC
+$10.6K
250
增持
—
GOLDEN OCEAN GROUP LTD
-$10.3K
2,592
+3%
减持
CAT
CATERPILLAR INC
-$10.2K
306
-1%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$10.1K
4,046
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$9.9K
5,385
+218%
减持
VOO
VANGUARD INDEX FDS
-$9.5K
902
-4%
增持
IWS
ISHARES TR
-$9.4K
3,767
+0%
减持
IVV
ISHARES TR
-$9.4K
134
-12%
增持
TNYA
TENAYA THERAPEUTICS INC
+$9.3K
47,762
+56%
减持
WFC
WELLS FARGO CO NEW
-$9.1K
1,050
-28%
增持
—
DISCOVER FINL SVCS
+$8.6K
258
+0%
增持
APD
AIR PRODS & CHEMS INC
-$8.5K
1,145
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$8.5K
777
+0%
清仓
QS
QUANTUMSCAPE CORP
-$7.8K
0
-100%
增持
VAW
VANGUARD WORLD FD
-$7.8K
355
+1%
减持
DIS
DISNEY WALT CO
+$7.6K
1,609
-10%
减持
PKST
PEAKSTONE REALTY TRUST
-$7.3K
1,454
-15%
