Atlas Financial Advisors, Inc. 13F 持仓 · 最近申报 2024年Q4
Atlas Financial Advisors 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 6,405.68 万美元。前几大持仓：SPY（23.15%）、HYG（17.93%）、QQQ（10.41%）。本季前 25 大持仓中：新建仓 9 只、增持 8 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $14.8M | 23.15% | 25,299 | 减持 |
| 2 | HYG | ISHARES TR | $11.5M | 17.93% | 146,053 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $6.7M | 10.41% | 13,045 | 减持 |
| 4 | ZROZ | PIMCO ETF TR | $6.5M | 10.21% | 95,284 | 减持 |
| 5 | COWZ | PACER FDS TR | $3.4M | 5.32% | 60,342 | 增持 |
| 6 | BBBL | BONDBLOXX ETF TRUST | $2.2M | 3.36% | 45,017 | 新建仓 |
| 7 | TLT | ISHARES TR | $2.0M | 3.19% | 23,398 | 减持 |
| 8 | FLTR | VANECK ETF TRUST | $1.5M | 2.30% | 57,811 | 减持 |
| 9 | BBBI | BONDBLOXX ETF TRUST | $1.4M | 2.17% | 27,725 | 新建仓 |
| 10 | HYSA | BONDBLOXX ETF TRUST | $989,331 | 1.54% | 66,176 | 新建仓 |
| 11 | SCHP | SCHWAB STRATEGIC TR | $867,836 | 1.35% | 33,598 | 新建仓 |
| 12 | BBBS | BONDBLOXX ETF TRUST | $819,458 | 1.28% | 16,222 | 新建仓 |
| 13 | TMF | DIREXION SHS ETF TR | $694,039 | 1.08% | 17,364 | 持平 |
| 14 | XAR | SPDR SER TR | $688,982 | 1.08% | 4,155 | 增持 |
| 15 | GLD | SPDR GOLD TR | $681,838 | 1.06% | 2,816 | 减持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $677,882 | 1.06% | 24,323 | 增持 |
| 17 | VBR | VANGUARD INDEX FDS | $675,794 | 1.05% | 3,410 | 新建仓 |
| 18 | XSMO | INVESCO EXCHANGE TRADED FD T | $663,149 | 1.04% | 10,031 | 新建仓 |
| 19 | CORN | TEUCRIUM COMMODITY TR | $621,906 | 0.97% | 33,133 | 新建仓 |
| 20 | GBIL | GOLDMAN SACHS ETF TR | $569,944 | 0.89% | 5,704 | 增持 |
| 21 | SCHD | SCHWAB STRATEGIC TR | $522,877 | 0.82% | 19,139 | 增持 |
| 22 | IPKW | INVESCO EXCH TRADED FD TR II | $515,873 | 0.81% | 12,991 | 新建仓 |
| 23 | MSFT | MICROSOFT CORP | $446,790 | 0.70% | 1,060 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $416,568 | 0.65% | 3,102 | 增持 |
| 25 | VHT | VANGUARD WORLD FD | $380,535 | 0.59% | 1,500 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR