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Atlanta Consulting Group Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Atlanta Consulting Group Advisors, LLC
报告期 2026-03-31 · CIK 0002019038
持仓数
143
前50大市值合计
$415.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 110 项
建仓 19
增持 61
减持 24
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.7M
29,028
+81%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.9M
218,466
-14%
增持
IJR
ISHARES TR
+$4.9M
410,440
+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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
10,631
+671%
建仓
SPMD
SPDR SERIES TRUST
+$4.6M
79,911
增持
IVV
ISHARES TR
+$4.2M
79,104
+1%
建仓
ISCG
ISHARES TR
+$3.0M
56,149
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$2.8M
34,820
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
47,478
+1%
增持
IJH
ISHARES TR
+$1.2M
290,228
+2%
增持
AAPL
APPLE INC
+$1.1M
18,637
+4%
增持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$979.8K
1,161,240
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$917.5K
92,242
+2%
增持
EAGL
2023 ETF SERIES TRUST
+$678.5K
576,689
+0%
增持
IEFA
ISHARES TR
+$666.9K
57,111
+10%
增持
IEMG
ISHARES INC
+$650.0K
99,626
+1%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$590.1K
19,923
增持
JNJ
JOHNSON & JOHNSON
+$540.3K
11,797
+9%
增持
GOOGL
ALPHABET INC
+$527.6K
6,214
+11%
增持
XLRE
SELECT SECTOR SPDR TR
+$524.6K
53,966
+28%
增持
MSFT
MICROSOFT CORP
+$495.8K
21,019
+1%
增持
LSGR
NATIXIS ETF TRUST II
+$402.2K
17,856
+91%
减持
CHDN
CHURCHILL DOWNS INC
-$374.2K
47,379
-4%
减持
BX
BLACKSTONE INC
+$364.7K
26,497
-5%
减持
NVDA
NVIDIA CORPORATION
+$361.1K
15,940
-4%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$329.0K
10,435
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$317.4K
19,728
+24%
增持
KO
COCA COLA CO
-$307.1K
69,553
+0%
清仓
—
ENSTAR GROUP LIMITED
-$302.7K
0
-100%
建仓
GLW
CORNING INC
+$298.0K
3,633
建仓
AVDS
AMERICAN CENTY ETF TR
+$295.3K
4,371
建仓
BND
VANGUARD BD INDEX FDS
+$287.4K
3,865
建仓
ORCL
ORACLE CORP
+$284.6K
1,012
增持
ADI
ANALOG DEVICES INC
+$259.1K
2,840
+54%
清仓
PPL
PPL CORP
-$246.0K
0
-100%
清仓
T
AT&T INC
-$229.3K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$225.1K
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$219.9K
2,807
清仓
SYBT
STOCK YDS BANCORP INC
-$216.4K
0
-100%
建仓
CADE
CADENCE BANK
+$216.0K
5,712
建仓
BOND
PIMCO ETF TR
+$213.3K
2,285
建仓
XEL
XCEL ENERGY INC
+$212.4K
2,614
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$210.8K
1,764
建仓
BLK
BLACKROCK INC
+$207.5K
178
建仓
SPAB
SPDR SERIES TRUST
+$205.3K
7,942
建仓
INTC
INTEL CORP
+$204.1K
6,085
建仓
—
TRANE TECHNOLOGIES PLC
+$203.8K
483
增持
WMT
WALMART INC
+$203.2K
18,935
+6%
建仓
PNC
PNC FINL SVCS GROUP INC
+$201.6K
1,003
增持
MSI
MOTOROLA SOLUTIONS INC
+$191.2K
2,136
+14%
减持
VO
VANGUARD INDEX FDS
-$190.8K
6,759
-13%
减持
MPC
MARATHON PETE CORP
+$184.8K
7,905
-2%
增持
CMI
CUMMINS INC
+$180.4K
1,605
+6%
增持
ABBV
ABBVIE INC
+$180.4K
3,318
+5%
减持
CAT
CATERPILLAR INC
+$177.6K
2,280
-3%
增持
HD
HOME DEPOT INC
+$156.8K
2,784
+5%
减持
PG
PROCTER AND GAMBLE CO
-$145.3K
17,177
-2%
增持
—
EATON CORP PLC
+$143.8K
2,480
+13%
增持
GEV
GE VERNOVA INC
+$138.5K
1,177
+6%
增持
V
VISA INC
-$134.8K
10,301
+0%
增持
—
EXXON MOBIL CORP
+$134.1K
25,059
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$130.2K
2,737
-26%
减持
CVX
CHEVRON CORP NEW
+$129.5K
20,155
-4%
增持
META
META PLATFORMS INC
+$121.7K
632
+36%
增持
UNH
UNITEDHEALTH GROUP INC
+$117.5K
2,786
+3%
清仓
VKQ
INVESCO MUNICIPAL TRUST
-$109.8K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$103.0K
1,138
+0%
减持
NFLX
NETFLIX INC
-$100.2K
352
-10%
减持
MSTR
STRATEGY INC
-$85.7K
675
-10%
增持
ALL
ALLSTATE CORP
+$81.9K
3,762
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$72.9K
2,884
-4%
增持
CRM
SALESFORCE INC
-$72.7K
2,441
+2%
增持
—
MEDTRONIC PLC
+$68.2K
2,926
+21%
增持
UNP
UNION PAC CORP
+$65.7K
5,947
+2%
增持
O
REALTY INCOME CORP
+$64.8K
6,245
+14%
减持
UTG
REAVES UTIL INCOME FD
-$64.1K
20,785
-15%
增持
NEE
NEXTERA ENERGY INC
+$58.2K
6,840
+4%
增持
AXP
AMERICAN EXPRESS CO
+$56.7K
3,357
+1%
增持
CME
CME GROUP INC
+$50.6K
2,104
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.1K
17,171
-7%
减持
AVGO
BROADCOM INC
+$45.1K
7,080
-15%
增持
APD
AIR PRODS & CHEMS INC
+$44.8K
1,087
+22%
增持
—
CHUBB LIMITED
+$44.8K
1,589
+14%
增持
DUK
DUKE ENERGY CORP NEW
+$43.0K
7,324
+0%
增持
MCD
MCDONALDS CORP
+$37.7K
1,999
+3%
减持
GE
GE AEROSPACE
+$35.4K
3,779
-12%
增持
CMCSA
COMCAST CORP NEW
-$32.5K
15,499
+6%
减持
CSX
CSX CORP
-$31.7K
37,369
-10%
增持
AMZN
AMAZON COM INC
+$29.9K
9,823
+1%
增持
PEP
PEPSICO INC
+$28.0K
3,301
+0%
增持
HYG
ISHARES TR
+$23.2K
39,409
+0%
增持
IDEV
ISHARES TR
+$22.6K
4,594
+1%
增持
FIS
FIDELITY NATL INFORMATION SV
-$21.2K
3,945
+14%
增持
DTE
DTE ENERGY CO
+$16.8K
1,830
+0%
减持
MRK
MERCK & CO INC
+$15.5K
5,247
-2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$15.4K
2,874
+8%
减持
NKE
NIKE INC
-$15.3K
7,310
-1%
增持
TLH
ISHARES TR
+$15.2K
9,946
+0%
增持
USB
US BANCORP DEL
+$14.9K
4,441
+1%
增持
USHY
ISHARES TR
+$11.9K
10,474
+2%
增持
LLY
ELI LILLY & CO
-$11.4K
738
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$8.9K
2,326
-5%
增持
AGG
ISHARES TR
+$6.1K
4,207
+0%
减持
SO
SOUTHERN CO
-$5.3K
2,249
-5%
增持
SHW
SHERWIN WILLIAMS CO
+$4.4K
940
+1%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$3.1K
13,111
-2%
减持
EDV
VANGUARD WORLD FD
-$2.4K
4,862
-2%
增持
MINT
PIMCO ETF TR
+$1.8K
6,892
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$991
1,774
+0%
增持
DRI
DARDEN RESTAURANTS INC
-$6
2,037
+15%
