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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 87 项
建仓 10
增持 33
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VFLO
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
+$6.2M
385,139
+60%
建仓
—
BANK OF AMERICA CORP PFD
+$3.4M
178,414
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$3.0M
44,835
-2%
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
COWZ
PACER US CASH COWS 100 ETF
+$2.2M
117,569
+38%
建仓
GVAL
CAMBRIA GLOBAL VALUE ETF
+$1.9M
59,596
增持
—
U.S. BANCORP PFD B
+$1.5M
1,239,798
+18%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$1.3M
194,227
-11%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$1.3M
18,605
-27%
减持
MSFT
MICROSOFT CORPORATION
-$1.2M
28,588
-2%
清仓
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$1.2M
0
-100%
增持
TMSL
T ROWE PRICE ETF SMALL MID CAP ETF
+$1.2M
103,991
+44%
增持
—
GOLDMAN SACHS GROUP INC SHS D 1/1000
+$1.2M
310,922
+34%
减持
—
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000
-$1.2M
302,609
-9%
减持
AAPL
APPLE INCORPORATED
+$960.7K
80,083
-2%
增持
—
BANK OF AMERICA CORPORATION PFD 1/1200SER2
-$930.8K
593,130
+2%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$911.3K
38,593
+24%
减持
PG
PROCTER AND GAMBLE COMPANY
-$853.0K
81,576
-0%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$788.3K
81,630
+6%
减持
—
MORGAN STANLEY PFD A 1/1000
-$779.4K
170,972
-10%
减持
—
BANK OF AMERICA CORPORATION PFD1/1200 SR1
-$760.0K
165,712
-11%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$716.4K
121,727
+8%
增持
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
+$564.4K
134,938
+11%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+$517.3K
146,134
+14%
减持
—
CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L
-$503.3K
471,846
-2%
增持
RFMZ
RIVERNORTH FLEXIBLE MUNI INCME
+$499.4K
314,990
+18%
增持
—
REGIONS FINANCIAL CORPORATION DEP SH PFD SER E
+$491.0K
353,402
+17%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$454.3K
2,656
-12%
增持
TBUX
T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF
+$423.7K
28,500
+42%
增持
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
+$408.4K
46,781
+29%
增持
TUSI
TOUCHSTONE ULTRA SHORT INCOME ETF
+$400.1K
149,513
+12%
减持
PAAA
PGIM AAA CLO ETF
-$396.4K
104,577
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$379.4K
4,079
-0%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$335.9K
39,586
+10%
增持
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
+$332.4K
25,054
+164%
建仓
COST
COSTCO WHOLESALE CORPORATION NEW
+$317.3K
368
增持
DINT
DAVIS SELECT INTERNATIONAL ETF
+$310.0K
95,623
+11%
减持
ORCL
ORACLE CORPORATION
-$304.0K
2,603
-10%
建仓
TSEC
TOUCHSTONE SECURITIZED INCOME ETF
+$286.5K
10,947
减持
NVDA
NVIDIA CORPORATION
-$284.3K
10,806
-12%
清仓
IVV
ISHARES TR CORE S&P500 ETF
-$283.1K
0
-100%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$281.2K
100,463
+1%
减持
EVMO
MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF
-$249.3K
24,125
-17%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$241.9K
4,160
-5%
建仓
ADBE
ADOBE INCORPORATED
+$239.4K
684
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$237.3K
61,063
+5%
清仓
FBDC
FIRST TRUST CONFLUENCE BDC & SPECIALTY FIN INCOME ETF
-$235.2K
0
-100%
清仓
MCD
MCDONALDS CORPORATION
-$228.2K
0
-100%
清仓
SJM
SMUCKER J M COMPANY COM NEW
-$225.8K
0
-100%
增持
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
+$224.1K
49,403
+5%
减持
AGQI
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF
-$215.2K
144,461
-11%
建仓
COWG
PACER FDS TR US LARGE CAP CASH COWS
+$212.8K
6,044
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$211.2K
3,915
建仓
AMGN
AMGEN INCORPORATED
+$210.8K
644
减持
IBM
INTERNATIONAL BUSINESS MACHINES
+$209.6K
16,768
-1%
清仓
LMT
LOCKHEED MARTIN CORPORATION
-$203.2K
0
-100%
减持
AMZN
AMAZON COM INCORPORATED
+$202.5K
22,643
-1%
建仓
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$201.9K
7,953
增持
JIRE
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED
+$187.0K
8,690
+38%
增持
AVSC
AVANTIS US SMALL CAP EQUITY ETF
+$161.9K
23,654
+10%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
-$154.2K
9,475
-2%
增持
FLXR
TCW FLEXIBLE INCOME ETF
+$132.1K
83,224
+5%
减持
T
AT&T INCORPORATED
-$127.2K
15,476
-15%
清仓
GNW
GENWORTH FINL INCORPORATED COM SHS
-$118.5K
0
-100%
减持
GE
GE AEROSPACE COM NEW
-$117.4K
2,286
-16%
增持
—
SLM CORPORATION PFD SER B
+$101.7K
99,722
+6%
建仓
—
STRIVE INCORPORATED CLASS A COM
+$97.3K
131,819
增持
SFLO
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
+$96.2K
11,831
+36%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$75.9K
71,228
+2%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$72.6K
64,642
+2%
减持
SYF
SYNCHRONY FINANCIAL
+$65.3K
12,076
-9%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$55.9K
26,206
-1%
减持
—
MORGAN STANLEY 4.250 DP PFD O
-$36.9K
32,679
-2%
减持
TSLA
TESLA INCORPORATED
-$36.7K
1,471
-6%
减持
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$35.3K
59,462
-0%
增持
GEV
GE VERNOVA INCORPORATED
+$34.0K
578
+3%
减持
WSBC
WESBANCO INCORPORATED
+$34.0K
26,920
-0%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
+$33.9K
71,272
-0%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF
-$32.5K
37,832
-1%
增持
—
THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C
+$26.3K
13,777
+16%
减持
JNJ
JOHNSON & JOHNSON
+$24.2K
1,986
-5%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$19.9K
3,515
+1%
增持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$19.0K
2,253
+5%
减持
PEP
PEPSICO INCORPORATED
+$11.0K
4,251
-0%
减持
COF
CAPITAL ONE FINL CORPORATION
-$9.1K
1,192
-15%
减持
DFNL
DAVIS SELECT FINANCIAL ETF
+$4.9K
16,847
-6%
清仓
BIOF
BLUE BIOFUELS INCORPORATED
-$4.5K
0
-100%
清仓
PVCT
PROVECTUS BIOPHARMACEUTICALS I
-$2.4K
0
-100%
