13FBOX
Atlas Legacy Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Atlas Legacy Advisors, LLC

No.3537 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.78亿
环比变动 Q1 2026
+$1.28亿+23.3%
持仓股票数
213
新买入
29
加仓
137
减仓
38
清仓
11
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·U.S. TECHNOLOGY ETFIYW
9.13%7.88%$6,182.7万24.6万股$4,329.8万23.8万股+8,047股+3.38%加仓
V先锋领航指数基金VOO
6.44%6.81%$4,366.7万6.4万股$3,744.2万6.3万股+927股+1.48%加仓
IiShares安硕信托IVV
5.89%6.09%$3,988.5万5.3万股$3,348.6万5.1万股+2,085股+4.07%加仓
I景顺·NASDAQ 100 ETFQQQM
4%4.21%$2,706.8万8.9万股$2,314.1万9.7万股-8,045股-8.26%减仓
IiShares安硕信托EEM
3.91%3.86%$2,650.9万38.8万股$2,119.9万37.3万股+1.4万股+3.86%加仓
I景顺·S&PRWL
3.8%4.14%$2,572.8万20.1万股$2,277.6万19.8万股+3,175股+1.60%加仓
V先锋领航全球基金VGT
2.61%2.38%$1,767.1万14.7万股$1,307.4万2.5万股+12.2万股+485.19%加仓
苹果AAPL
2.54%2.26%$1,721.0万6.1万股$1,241.0万4.9万股+1.2万股+25.32%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
2.43%2.6%$1,644.6万14.9万股$1,430.1万14.7万股+2,288股+1.56%加仓
IiShares安硕信托IEFA
1.83%2.05%$1,238.1万12.8万股$1,127.7万12.4万股+3,700股+2.97%加仓
V先锋领航·HEALTHVHT
1.8%1.98%$1,218.8万4.1万股$1,086.9万4.0万股+874股+2.19%加仓
SSPDR标普500 ETFSPY
1.72%1.78%$1,164.4万1.6万股$980.8万1.5万股+511股+3.39%加仓
V先锋领航白厅基金VYM
1.7%1.96%$1,150.1万7.3万股$1,078.4万7.3万股-33股-0.05%减仓
IiShares安硕信托CMF
1.69%2.05%$1,142.6万19.8万股$1,127.3万19.8万股-34股-0.02%减仓
I景顺交易所交易基金信托RSP
1.67%1.84%$1,134.8万5.3万股$1,012.2万5.3万股+608股+1.15%加仓
AAlphabet Inc Class CGOOG
1.52%1.19%$1,027.9万3.0万股$652.8万2.3万股+7,080股+31.24%加仓
英伟达NVDA
1.51%1.23%$1,022.4万5.3万股$676.6万3.9万股+1.4万股+36.73%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.49%1.54%$1,007.9万5.9万股$848.3万5.8万股+811股+1.39%加仓
微软MSFT
1.43%1.34%$967.8万2.5万股$735.9万2.0万股+4,957股+25.02%加仓
IiShares安硕·COREIJH
1.29%1.38%$876.0万11.4万股$756.9万11.2万股+1,513股+1.35%加仓
IiShares安硕·COREIJR
1.29%1.3%$873.0万5.9万股$716.2万5.8万股+1,351股+2.35%加仓
IiShares安硕信托ITOT
1.22%1.24%$825.3万5.1万股$680.9万4.8万股+2,461股+5.12%加仓
I景顺·TOTAL RETURN BOND ETFGTO
1.17%1.4%$794.9万17.0万股$769.5万16.4万股+5,279股+3.21%加仓
I景顺·RAFI EMERGING MARKETS ETFPXH
1.1%1.25%$747.0万26.8万股$685.5万25.4万股+1.4万股+5.49%加仓
亚马逊AMZN
1.06%0.87%$716.5万3.0万股$480.5万2.3万股+7,462股+32.66%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.06%1.27%$716.2万14.2万股$697.9万13.8万股+3,747股+2.72%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.97%0.92%$654.3万6.4万股$503.3万6.4万股-28股-0.04%减仓
V先锋领航全球基金ESGV
0.93%0.97%$632.4万4.8万股$534.3万4.8万股+304股+0.64%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.89%0.84%$605.0万5.8万股$460.0万4.7万股+1.1万股+23.24%加仓
摩根大通JPM
0.88%0.79%$594.1万1.8万股$434.1万1.5万股+3,670股+24.88%加仓
G通用动力VTI
0.84%0.9%$569.7万1.5万股$496.9万1.5万股-84股-0.54%减仓
SSPDR行业精选信托XLK
0.8%0.59%$540.6万2.9万股$322.2万2.4万股+4,857股+20.48%加仓
IiShares安硕信托IXUS
0.79%0.87%$532.3万5.6万股$480.0万5.5万股+393股+0.71%加仓
特斯拉TSLA
0.73%0.7%$497.6万1.2万股$384.4万1.0万股+1,505股+14.57%加仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
0.71%0.74%$482.6万3.7万股$406.5万3.6万股+1,559股+4.39%加仓
SSPDR道富系列信托SPTL
0.7%0.85%$472.5万18.0万股$468.0万17.8万股+2,210股+1.24%加仓
好事达ALL
0.67%0.58%$455.8万2.0万股$317.9万1.5万股+4,717股+30.76%加仓
C资本集团成长ETFCGGR
0.66%0.53%$448.6万9.5万股$292.2万7.3万股+2.2万股+30.91%加仓
谷歌AGOOGL
0.65%0.51%$441.2万1.3万股$282.0万9,675股+2,983股+30.83%加仓
V先锋领航STAR基金VXUS
0.64%0.7%$431.0万5.0万股$386.9万5.0万股+250股+0.50%加仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
0.63%0.64%$426.8万5.5万股$353.1万5.3万股+1,804股+3.41%加仓
V先锋领航指数基金VB
0.59%0.63%$401.6万1.3万股$348.5万1.3万股-58股-0.44%减仓
V先锋领航指数基金VNQ
0.45%0.51%$301.9万3.1万股$277.6万3.1万股+5股+0.02%加仓
C资本集团股息价值CCBG
0.44%0.49%$298.5万6.1万股$269.0万6.3万股-2,578股-4.08%减仓
V先锋领航·FSTEVWO
0.44%0.47%$295.8万5.0万股$259.0万4.8万股+1,632股+3.41%加仓
V先锋领航·FTSEVEA
0.42%0.43%$282.5万4.0万股$238.4万3.7万股+2,459股+6.61%加仓
博通AVGO
0.41%0.3%$276.8万7,644股$164.1万5,185股+2,459股+47.43%加仓
F第一信托·USTFVD
0.4%0.49%$274.3万5.7万股$269.0万5.7万股-257股-0.45%减仓
摩根士丹利MS
0.39%0.23%$267.1万1.4万股$125.9万7,647股+6,160股+80.55%加仓
V先锋领航指数基金VUG
0.39%0.42%$265.8万3.1万股$233.4万5,343股+2.6万股+477.52%加仓

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