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Atlas Private Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Atlas Private Wealth Advisors

报告期 2026-03-31 · CIK 0001814234

持仓数

132

前50大市值合计

$383.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPMD SPDR SERIES TRUST

STATE STREET SPD

$32.6M

550,238

8.5%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$27.0M

590,506

7.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$23.5M

36,142

6.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$22.1M

288,242

5.8%

SGOV ISHARES TR

0-3 MNTH TREASRY

$19.8M

196,279

5.2%

IEF ISHARES TR

7-10 YR TRSY BD

$17.4M

182,434

4.5%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$16.9M

349,866

4.4%

PWV INVESCO EXCHANGE TRADED FD T

LARGE CAP VALUE

$16.7M

239,544

4.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$16.5M

28,584

4.3%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$13.2M

166,770

3.4%

DGRO ISHARES TR

CORE DIV GRWTH

$11.9M

168,934

3.1%

CWI SPDR INDEX SHS FDS

STATE STREET SPD

$11.7M

321,018

3.1%

AAPL APPLE INC

COM

$10.8M

42,602

2.8%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$10.7M

55,582

2.8%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$10.5M

223,980

2.7%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$9.8M

384,854

2.6%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$9.8M

421,456

2.6%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$8.5M

168,721

2.2%

AGG ISHARES TR

CORE US AGGBD ET

$8.2M

82,635

2.1%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$7.2M

148,024

1.9%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$7.1M

415,818

1.9%

OBND SSGA ACTIVE TR

STATE STREET LOO

$4.7M

183,086

1.2%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$4.5M

116,054

1.2%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$4.5M

18,913

1.2%

TLT ISHARES TR

20 YR TR BD ETF

$4.1M

46,760

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$4.0M

27,134

1.0%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$3.2M

6,814

0.8%

XT ISHARES TR

FUTURE EXPONENTI

$3.0M

44,210

0.8%

FMHI FIRST TR EXCH TRADED FD III

MUNI HI INCM ETF

$2.9M

61,920

0.8%

HDV ISHARES TR

CORE HIGH DV ETF

$2.8M

20,282

0.7%

YEAR AB ACTIVE ETFS INC

ULTRA SHORT INCM

$2.6M

50,694

0.7%

GOOG ALPHABET INC

CAP STK CL C

$2.5M

8,620

0.6%

MSFT MICROSOFT CORP

COM

$2.4M

6,432

0.6%

COWG PACER FDS TR

US LRG CP CASH

$2.3M

69,200

0.6%

ROBT FIRST TR EXCHANGE TRADED FD

NASDQ ARTFCIAL

$2.3M

49,362

0.6%

PFM INVESCO EXCHANGE TRADED FD T

DIVID ACHIEVEV

$2.2M

42,887

0.6%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$2.1M

76,337

0.6%

HIMU BLACKROCK ETF TRUST II

ISHARES HIGH YIE

$2.1M

42,989

0.5%

MUJ BLACKROCK MUNIHLDGS NJ QLTY

COM

$2.0M

176,075

0.5%

AMZN AMAZON COM INC

COM

$2.0M

9,596

0.5%

BUFZ FIRST TR EXCHNG TRADED FD VI

FT VEST LAD

$2.0M

75,796

0.5%

TSLA TESLA INC

COM

$1.9M

5,020

0.5%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$1.7M

33,367

0.4%

QQEW FIRST TR EXCHANGE-TRADED FD

NASDAQ-100 SEL

$1.6M

12,351

0.4%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.6M

11,678

0.4%

PFF ISHARES TR

PFD AND INCM SEC

$1.5M

49,917

0.4%

NCA NUVEEN CALIFORNIA MUNI VLU F

COM STK

$1.4M

149,906

0.4%

ARKK ARK ETF TR

INNOVATION ETF

$1.4M

20,567

0.4%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.4M

40,378

0.4%

NVDA NVIDIA CORPORATION

COM

$1.2M

6,906

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

SPMD8.5%SPDW7.0%SPY6.1%SPYM5.8%SGOV5.2%IEF4.5%