Atlas Wealth Partners, LLC 13F 持仓 · 2026年Q2
Atlas Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 64 只证券,申报市值合计 9,155.44 万美元。前几大持仓:TPL(19.04%)、FBTC(12.07%)、INFL(7.41%)。本季前 25 大持仓中:增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $17.4M | 19.04% | 39,840 | 减持 |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $11.1M | 12.07% | 216,461 | 增持 |
| 3 | INFL | LISTED FDS TR | $6.8M | 7.41% | 136,034 | 增持 |
| 4 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.4M | 6.94% | 139,612 | 减持 |
| 5 | FNV | FRANCO NEV CORP | $4.9M | 5.38% | 23,613 | 减持 |
| 6 | LB | LANDBRIDGE COMPANY LLC | $3.0M | 3.33% | 38,420 | 增持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $2.9M | 3.19% | 92,103 | 减持 |
| 8 | WPM | WHEATON PRECIOUS METALS CORP | $2.4M | 2.62% | 21,396 | 增持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 2.50% | 67,754 | 减持 |
| 10 | COWZ | PACER FDS TR | $2.2M | 2.45% | 36,006 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $2.1M | 2.33% | 5,724 | 减持 |
| 12 | BCDF | LISTED FDS TR | $2.1M | 2.27% | 69,736 | 增持 |
| 13 | PBT | PERMIAN BASIN RTY TR | $2.1M | 2.25% | 82,241 | 增持 |
| 14 | RGLD | ROYAL GOLD INC | $1.6M | 1.77% | 8,140 | 减持 |
| 15 | HE | HAWAIIAN ELEC INDS INC MTN B | $1.6M | 1.72% | 116,117 | 增持 |
| 16 | MIAX | MIAMI INTL HLDGS INC | $1.4M | 1.56% | 38,530 | 增持 |
| 17 | AAPL | APPLE INC | $1.2M | 1.28% | 4,047 | 减持 |
| 18 | UTES | ETFIS SER TR I | $1.0M | 1.14% | 12,752 | 减持 |
| 19 | SCHV | SCHWAB STRATEGIC TR | $1.0M | 1.11% | 29,175 | 减持 |
| 20 | CRS | CARPENTER TECHNOLOGY CORP | $938,214 | 1.02% | 1,521 | 增持 |
| 21 | AMZN | AMAZON COM INC | $871,848 | 0.95% | 3,658 | 减持 |
| 22 | ISRG | INTUITIVE SURGICAL INC | $755,592 | 0.83% | 1,900 | 持平 |
| 23 | SO | SOUTHERN CO | $746,729 | 0.82% | 7,802 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $654,989 | 0.72% | 2,579 | 减持 |
| 25 | PFFA | ETFIS SER TR I | $625,328 | 0.68% | 30,400 | 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