Atlas Private Wealth Advisors 13F 持仓 · 2026年Q2
Atlas Private Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 139 只证券，申报市值合计 4.57 亿美元。前几大持仓：SPMD（8.28%）、SPDW（6.84%）、SPY（6.10%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | $37.8M | 8.28% | 559,902 | 增持 |
| 2 | SPDW | SPDR INDEX SHS FDS | $31.3M | 6.84% | 620,241 | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.9M | 6.10% | 37,332 | 增持 |
| 4 | SPYM | SPDR SERIES TRUST | $26.4M | 5.78% | 300,403 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $21.1M | 4.62% | 28,670 | 增持 |
| 6 | SPSM | SPDR SERIES TRUST | $20.3M | 4.44% | 351,572 | 增持 |
| 7 | PWV | INVESCO EXCHANGE TRADED FD T | $18.7M | 4.10% | 246,888 | 增持 |
| 8 | SPTM | SPDR SERIES TRUST | $16.9M | 3.70% | 186,239 | 增持 |
| 9 | IEF | ISHARES TR | $14.4M | 3.15% | 152,138 | 减持 |
| 10 | CWI | SPDR INDEX SHS FDS | $14.0M | 3.07% | 345,135 | 增持 |
| 11 | SGOV | ISHARES TR | $14.0M | 3.07% | 139,178 | 减持 |
| 12 | DGRO | ISHARES TR | $13.3M | 2.91% | 175,430 | 增持 |
| 13 | SPEM | SPDR INDEX SHS FDS | $12.3M | 2.68% | 236,625 | 增持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 2.65% | 56,827 | 增持 |
| 15 | AAPL | APPLE INC | $11.9M | 2.61% | 41,170 | 减持 |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | $8.4M | 1.83% | 284,512 | 减持 |
| 17 | AGG | ISHARES TR | $7.7M | 1.68% | 77,621 | 减持 |
| 18 | QYLD | GLOBAL X FDS | $6.6M | 1.45% | 360,005 | 减持 |
| 19 | KNG | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.28% | 116,194 | 减持 |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $5.8M | 1.28% | 19,270 | 增持 |
| 21 | AMGN | AMGEN INC | $5.2M | 1.14% | 14,329 | 增持 |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 1.12% | 115,418 | 减持 |
| 23 | OBND | SSGA ACTIVE TR | $5.0M | 1.09% | 193,193 | 增持 |
| 24 | XT | ISHARES TR | $4.3M | 0.93% | 51,659 | 增持 |
| 25 | TLT | ISHARES TR | $4.1M | 0.91% | 47,846 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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