Atlas Wealth LLC 13F 持仓 · 2026年Q2
Atlas Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 178 只证券，申报市值合计 7.01 亿美元。前几大持仓：STEW（8.96%）、CET（4.60%）、USBPRH（3.87%）。本季前 25 大持仓中：新建仓 14 只、增持 4 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STEW | SRH TOTAL RETURN FUND INCORPORATED | $62.9M | 8.96% | 3.5M | 新建仓 |
| 2 | CET | CENTRAL SECS CORPORATION | $32.3M | 4.60% | 615,562 | 新建仓 |
| 3 | USBPRH | U.S. BANCORP PFD B NON-CUMULATIVE 3.5 | $27.2M | 3.87% | 1.5M | 增持 |
| 4 | AAPL | APPLE INCORPORATED | $22.1M | 3.15% | 76,479 | 减持 |
| 5 | VFLO | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | $21.2M | 3.02% | 463,243 | 增持 |
| 6 | SDHY | PGIM SHORT DUR HIG YLD OPP FD | $18.5M | 2.63% | 1.1M | 新建仓 |
| 7 | NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | $18.2M | 2.60% | 1.1M | 新建仓 |
| 8 | MEGI | NYLI CBRE GBL INFR MEGTRNDS TR | $17.4M | 2.48% | 1.1M | 新建仓 |
| 9 | TBLD | THORNBURG INCM BUILDER OPP TR | $15.7M | 2.24% | 710,893 | 新建仓 |
| 10 | NPCT | NUVEEN CORE PLUS IMPACT FUND COM BEN INT | $15.6M | 2.22% | 1.5M | 新建仓 |
| 11 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $15.0M | 2.14% | 42,475 | 减持 |
| 12 | FINS | ANGEL OAK FINL STRATEGIES INCM COM BEN INT | $14.1M | 2.01% | 1.1M | 新建仓 |
| 13 | GUG | GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK | $13.6M | 1.93% | 848,495 | 新建仓 |
| 14 | BXSY | BEXIL INVESTMENT TRUST COM NEW | $12.9M | 1.83% | 751,470 | 新建仓 |
| 15 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $12.0M | 1.71% | 151,606 | 增持 |
| 16 | AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $11.9M | 1.70% | 89,657 | 减持 |
| 17 | PG | PROCTER & GAMBLE COMPANY | $11.9M | 1.70% | 81,136 | 减持 |
| 18 | BMLPRH | BANK OF AMERICA CORPORATION PFD 1/1200SER2 NON-CUMULATIVE 3 | $11.3M | 1.62% | 613,012 | 减持 |
| 19 | AVUS | AVANTIS U.S. EQUITY ETF | $11.0M | 1.57% | 86,195 | 增持 |
| 20 | GAM | GENERAL AMERN INVS COMPANY INCORPORATED | $10.9M | 1.55% | 170,497 | 新建仓 |
| 21 | BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $10.6M | 1.51% | 939,961 | 新建仓 |
| 22 | MSFT | MICROSOFT CORPORATION | $10.0M | 1.42% | 26,697 | 减持 |
| 23 | GGZ | GABELLI GLOBAL SMALL & MID CAP | $8.5M | 1.22% | 523,754 | 新建仓 |
| 24 | FTHY | FIRST TR HIGH YIELD OPPRT 2027 | $8.3M | 1.18% | 602,530 | 新建仓 |
| 25 | JPM | JPMORGAN CHASE & COMPANY | $8.2M | 1.17% | 24,980 | 减持 |
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