小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 88 项
建仓 9
增持 36
减持 41
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
IDVO
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF
+$4.5M
110,659
增持
—
U.S. BANCORP PFD B
+$4.1M
1,437,637
+16%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$3.6M
123,011
-37%
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
MSFT
MICROSOFT CORPORATION
-$3.6M
27,574
-4%
增持
VFLO
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
+$2.7M
453,010
+18%
增持
GVAL
CAMBRIA GLOBAL VALUE ETF
+$2.7M
138,212
+132%
减持
PAAA
PGIM AAA CLO ETF
-$2.2M
60,996
-42%
减持
AAPL
APPLE INCORPORATED
-$2.0M
77,880
-3%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$1.6M
43,406
-3%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$1.6M
133,331
+10%
增持
—
BANK OF AMERICA CORPORATION PFD 1/1200SER2
+$1.3M
636,991
+7%
减持
—
REGIONS FINANCIAL CORPORATION DEP SH PFD SER E
-$1.2M
298,735
-15%
增持
SFLO
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
+$1.1M
48,632
+311%
增持
TMSL
T ROWE PRICE ETF SMALL MID CAP ETF
+$1.1M
130,764
+26%
减持
JPM
JPMORGAN CHASE & COMPANY
-$1.0M
25,207
-4%
减持
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
-$980.6K
117,358
-13%
减持
TUSI
TOUCHSTONE ULTRA SHORT INCOME ETF
-$951.6K
112,018
-25%
减持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$946.8K
97,710
-3%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$940.6K
28,417
+279%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$940.0K
16,613
-1%
增持
AVSC
AVANTIS US SMALL CAP EQUITY ETF
+$908.2K
36,880
+56%
减持
FLXR
TCW FLEXIBLE INCOME ETF
-$900.0K
61,005
-27%
减持
—
BANK OF AMERICA CORP PFD
-$872.7K
131,395
-26%
减持
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
-$626.8K
31,618
-32%
增持
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
+$624.0K
59,713
+21%
增持
—
CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L
+$613.3K
529,025
+12%
增持
—
SLM CORPORATION PFD SER B
+$564.6K
106,767
+7%
减持
AMZN
AMAZON COM INCORPORATED
-$563.1K
22,391
-1%
增持
—
BANK OF AMERICA CORPORATION PFD1/1200 SR1
+$473.8K
186,483
+13%
减持
—
MORGAN STANLEY PFD A 1/1000
-$467.1K
149,640
-12%
建仓
TDI
Touchstone Dynamic International ETF
+$457.5K
11,093
增持
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
+$434.5K
44,800
+79%
减持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
-$371.4K
4,053
-1%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$328.2K
16,860
-9%
建仓
FCSH
FEDERATED HERMES SHORT DURATION CORPORATE ETF
+$312.1K
12,845
增持
TSEC
TOUCHSTONE SECURITIZED INCOME ETF
+$297.9K
22,661
+107%
建仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$283.2K
4,518
增持
RFMZ
RIVERNORTH FLEXIBLE MUNI INCME
+$274.7K
336,953
+7%
减持
COWZ
PACER US CASH COWS 100 ETF
+$271.2K
117,412
-0%
减持
QCOM
QUALCOMM INCORPORATED
-$270.8K
6,272
-1%
减持
TBUX
T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF
-$258.7K
23,358
-18%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$255.9K
2,617
-1%
建仓
LMT
LOCKHEED MARTIN CORPORATION
+$246.0K
407
减持
GLW
CORNING INCORPORATED
+$245.7K
5,077
-0%
清仓
ADBE
ADOBE INCORPORATED
-$239.4K
0
-100%
建仓
CBRE
CBRE GROUP INCORPORATED CLASS A
+$236.6K
1,747
增持
T
AT&T INCORPORATED
+$216.7K
20,734
+34%
建仓
TOUS
T ROWE PRICE ETF INTL EQUITY ETF
+$207.7K
6,012
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$201.4K
64,085
+5%
增持
DINT
DAVIS SELECT INTERNATIONAL ETF
+$196.2K
108,543
+14%
减持
—
MORGAN STANLEY 4.250 DP PFD O
-$144.0K
25,187
-23%
增持
GEV
GE VERNOVA INCORPORATED
+$139.0K
592
+2%
增持
JHSC
JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
+$136.7K
103,926
+1%
减持
ORCL
ORACLE CORPORATION
-$131.2K
2,557
-2%
增持
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$129.9K
59,944
+1%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$127.8K
72,463
+2%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$126.8K
4,087
-2%
减持
TSLA
TESLA INCORPORATED
-$125.8K
1,441
-2%
增持
NVDA
NVIDIA CORPORATION
-$124.1K
10,844
+0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$119.1K
438
+19%
减持
VUG
VANGUARD GROWTH ETF
-$103.9K
545
-22%
增持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$102.6K
5,687
+10%
减持
EVMO
MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF
-$100.2K
22,332
-7%
清仓
—
STRIVE INCORPORATED CLASS A COM
-$97.3K
0
-100%
增持
—
THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C
+$96.3K
19,448
+41%
减持
GE
GE AEROSPACE COM NEW
-$93.2K
2,153
-6%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF
-$85.9K
36,760
-3%
减持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
-$85.7K
39,021
-1%
增持
SMOT
VANECK ETF TRUST MORNINGSTAR SMID MOAT ETF
+$85.5K
14,129
+24%
减持
—
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000
-$84.0K
301,227
-0%
减持
AXP
AMERICAN EXPRESS COMPANY
-$82.7K
869
-7%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
-$79.9K
146,954
+1%
减持
PG
PROCTER & GAMBLE COMPANY
+$74.8K
81,456
-0%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$70.0K
4,009
+14%
增持
—
GOLDMAN SACHS GROUP INC SHS D 1/1000
-$47.8K
314,776
+1%
减持
—
NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A
-$47.6K
76,796
-0%
减持
VTV
VANGUARD VALUE ETF
-$41.7K
1,312
-16%
增持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$40.5K
2,291
+2%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$31.5K
82,354
+1%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$27.7K
10,085
-1%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
-$14.2K
2,375
-5%
增持
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$12.5K
8,528
+7%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$7.1K
41,404
+7%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$6.0K
64,534
-0%
增持
HD
HOME DEPOT INCORPORATED
-$5.5K
630
+2%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
+$3.8K
70,562
-1%
建仓
BIOF
BLUE BIOFUELS INCORPORATED
+$3.4K
24,300
建仓
PVCT
PROVECTUS BIOPHARMACEUTICALS INC
+$999
19,620
