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Atlas Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Atlas Wealth LLC
报告期 2026-03-31 · CIK 0001964106
持仓数
115
前50大市值合计
$299.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 91 项
建仓 14
增持 29
减持 33
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$11.1M
25,533
-71%
增持
VFLO
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
+$8.7M
240,171
+2478%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$4.2M
76,691
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。
+87%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$4.1M
112,817
+107%
减持
AAPL
APPLE INCORPORATED
+$3.6M
81,729
-1%
建仓
FLXR
TCW FLEXIBLE INCOME ETF
+$3.2M
79,487
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$2.9M
45,589
-1%
增持
TUSI
TOUCHSTONE ULTRA SHORT INCOME ETF
+$2.6M
133,591
+328%
增持
—
REGIONS FINANCIAL CORPORATION DEP SH PFD SER E
+$1.9M
302,164
+40%
增持
—
SLM CORPORATION PFD SER B
+$1.7M
93,857
+27%
建仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
+$1.5M
36,345
建仓
EVMO
MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF
+$1.5M
29,146
减持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$1.4M
99,259
-0%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF
+$1.4M
38,149
增持
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
+$1.3M
121,829
+32%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$1.3M
219,416
+13%
建仓
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$1.2M
26,636
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$1.0M
58,179
+52%
增持
—
CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L
+$1.0M
479,564
+8%
减持
—
U.S. BANCORP PFD B
-$921.4K
1,055,001
-1%
清仓
UBER
UBER TECHNOLOGIES INCORPORATED
-$921.3K
0
-100%
增持
TMSL
T ROWE PRICE ETF SMALL MID CAP ETF
+$874.7K
72,410
+43%
增持
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
+$861.9K
46,939
+52%
清仓
WFC
WELLS FARGO COMPANY NEW
-$857.5K
0
-100%
增持
DINT
DAVIS SELECT INTERNATIONAL ETF
+$836.3K
86,321
+41%
减持
PG
PROCTER AND GAMBLE COMPANY
-$676.4K
81,638
-0%
减持
MSFT
MICROSOFT CORPORATION
+$666.1K
29,044
-1%
清仓
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$616.2K
0
-100%
清仓
DEUS
XTRACKERS RUSSELL US MULTIFACTOR ETF
-$572.5K
0
-100%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$528.6K
63,088
+8%
清仓
RBLX
ROBLOX CORPORATION CLASS A
-$503.3K
0
-100%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+$490.3K
128,328
+13%
增持
TBUX
T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF
+$474.0K
20,004
+90%
清仓
TWLO
TWILIO INCORPORATED CLASS A
-$468.9K
0
-100%
建仓
JIRE
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED
+$463.7K
6,305
增持
RFMZ
RIVERNORTH FLEXIBLE MUNI INCME
+$431.2K
267,306
+11%
减持
AMZN
AMAZON COM INCORPORATED
-$424.7K
22,881
-7%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$395.0K
26,593
-3%
建仓
UNH
UNITEDHEALTH GROUP INCORPORATED
+$383.3K
1,110
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$349.8K
35,892
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$331.5K
16,860
-4%
清仓
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$327.9K
0
-100%
清仓
—
FT CONFLUENCE BDC & SPECIALTY FINANCE INCOME ETF
-$311.4K
0
-100%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$293.5K
4,361
+0%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$259.3K
0
-100%
建仓
SFLO
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
+$252.6K
8,678
清仓
FANG
DIAMONDBACK ENERGY INCORPORATED
-$252.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$241.1K
12,325
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$238.9K
4,091
-1%
清仓
KRP
KIMBELL RTY PARTNERS LP UNIT
-$237.2K
0
-100%
建仓
FBDC
FIRST TRUST CONFLUENCE BDC & SPECIALTY FIN INCOME ETF
+$235.2K
11,907
增持
—
BANK OF AMERICA CORPORATION PFD 1/1200SER2
+$223.3K
581,212
+1%
建仓
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$221.7K
2,492
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$221.6K
679
建仓
GLD
SPDR GOLD SHARES
+$218.6K
615
清仓
OKE
ONEOK INCORPORATED NEW
-$217.8K
0
-100%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$213.6K
69,795
+3%
减持
TSLA
TESLA INCORPORATED
+$208.4K
1,570
-4%
建仓
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
+$205.3K
9,494
建仓
LMT
LOCKHEED MARTIN CORPORATION
+$203.2K
407
减持
COWZ
PACER US CASH COWS 100 ETF
-$200.5K
85,045
-6%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
+$197.9K
71,458
-1%
增持
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$189.7K
59,642
+0%
清仓
PR
PERMIAN RESOURCES CORPORATION CLASS A COM
-$181.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$178.8K
1,332
-23%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
+$169.6K
9,709
-0%
增持
—
MORGAN STANLEY 4.250 DP PFD O
+$151.7K
33,265
+26%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORPORATION CLASS A
-$151.4K
0
-100%
增持
GE
GE AEROSPACE COM NEW
+$145.2K
2,731
+1%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INCORPORATED
-$137.5K
0
-100%
减持
ORCL
ORACLE CORPORATION
+$137.0K
2,885
-6%
减持
—
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000
-$130.9K
332,220
-0%
减持
MCD
MCDONALDS CORPORATION
-$129.1K
751
-37%
增持
AVSC
AVANTIS US SMALL CAP EQUITY ETF
+$97.5K
21,441
+0%
减持
—
MORGAN STANLEY PFD A 1/1000
-$87.7K
190,525
-1%
减持
VTV
VANGUARD VALUE ETF
-$85.4K
1,566
-26%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$79.4K
31,131
-1%
增持
—
NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A
+$72.6K
76,961
+4%
增持
—
GOLDMAN SACHS GROUP INC SHS D 1/1000
+$68.9K
232,738
+2%
减持
AGQI
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF
+$68.6K
162,312
-1%
减持
VUG
VANGUARD GROWTH ETF
-$62.2K
701
-24%
减持
—
BANK OF AMERICA CORPORATION PFD1/1200 SR1
-$58.2K
185,982
-1%
增持
PAAA
PGIM AAA CLO ETF
+$53.2K
111,786
+0%
减持
PSCF
INVESCO S&P SMALLCAP FINANCIALS ETF
-$37.6K
9,057
-10%
减持
SYF
SYNCHRONY FINANCIAL
+$31.5K
13,261
-1%
减持
GEV
GE VERNOVA INCORPORATED
+$28.5K
559
-10%
减持
META
META PLATFORMS INCORPORATED CLASS A
+$27.6K
3,006
-1%
增持
—
THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C
+$17.4K
11,863
+9%
减持
PEP
PEPSICO INCORPORATED
+$15.6K
4,266
-1%
减持
HD
HOME DEPOT INCORPORATED
+$14.6K
618
-2%
减持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.1K
5,036
-5%
