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ATLas Financial Planning LLC · 13F 持仓分析
期权收益计算器 机构排行

ATLas Financial Planning LLC

No.8758 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.23亿
环比变动 Q1 2026
+$1,184.4万+10.6%
持仓股票数
69
新买入
3
加仓
27
减仓
22
清仓
3
持股不变
17
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
A美国世纪ETF信托AVLV
8.16%7.52%$1,006.3万11.0万股$838.3万10.4万股+6,334股+6.09%加仓
AAvantis·U SAVUV
6.27%5.62%$773.0万6.2万股$627.2万5.7万股+5,185股+9.13%加仓
IiShares安硕信托EFV
5.84%5.91%$719.9万9.3万股$658.6万8.8万股+4,964股+5.64%加仓
IiShares安硕信托AGG
5.71%6.35%$703.8万7.1万股$707.9万7.1万股-202股-0.28%减仓
A美国世纪ETF信托DSPY
5.5%5.39%$678.7万10.3万股$600.6万10.0万股+3,323股+3.32%加仓
DDimensional维度ETF信托DFIV
5.36%5.61%$661.1万12.2万股$626.0万11.9万股+3,779股+3.19%加仓
V先锋领航斯科茨代尔基金VCIT
5.05%5.19%$623.2万7.5万股$578.4万7.0万股+5,502股+7.87%加仓
EEA SERIES TRUSTBOXX
4.74%4.64%$584.5万5.0万股$517.4万4.4万股+5,430股+12.20%加仓
V先锋领航·TOTALBND
4.66%5.15%$575.2万7.8万股$574.1万7.8万股+402股+0.52%加仓
苹果AAPL
4.54%4.66%$559.7万1.9万股$519.2万2.0万股-1,117股-5.46%减仓
V先锋领航指数基金VV
4.32%3.97%$532.5万1.5万股$442.3万1.5万股+683股+4.61%加仓
S嘉信·USSCHP
2.78%2.91%$342.6万12.9万股$324.9万12.2万股+7,164股+5.87%加仓
G通用动力VTI
2.68%2.59%$331.1万8,949股$289.1万9,013股-64股-0.71%减仓
S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC
2.64%2.84%$326.1万6.7万股$317.1万6.8万股-1,248股-1.82%减仓
V先锋领航·TOTALBNDX
2.27%2.44%$280.5万5.8万股$271.6万5.7万股+1,394股+2.47%加仓
DDimensional维度ETF信托DUSB
2.01%2.18%$247.7万4.9万股$243.1万4.8万股+847股+1.77%加仓
DDimensional维度ETF信托DFSV
1.6%1.51%$197.6万5.1万股$168.5万4.8万股+2,857股+5.94%加仓
V先锋领航STAR基金VXUS
1.41%1.41%$174.5万2.0万股$157.4万2.0万股00.00%持仓不变
V先锋领航债券指数基金BSV
1.34%1.57%$165.8万2.1万股$174.7万2.2万股-1,006股-4.51%减仓
AAVANTIS CORE FIXED INCOME ETFAVIG
1.19%0.5%$146.6万3.5万股$56.2万1.4万股+2.2万股+161.59%加仓
V先锋领航指数基金VB
1.11%1.07%$136.6万4,507股$119.1万4,547股-40股-0.88%减仓
伯克希尔哈撒韦BRK.B
1%1.06%$123.4万2,467股$118.2万2,467股00.00%持仓不变
IiShares安硕·RUSSELLIWB
0.96%1.02%$118.7万2,900股$114.0万3,198股-298股-9.32%减仓
IiShares安硕信托ITA
0.94%0.9%$116.5万4,804股$100.4万4,590股+214股+4.66%加仓
V先锋领航·FSTEVWO
0.92%0.94%$114.0万1.9万股$104.9万1.9万股-308股-1.59%减仓
V先锋领航指数基金VOO
0.9%0.87%$111.6万1,625股$97.1万1,625股00.00%持仓不变
南方电力SO
0.87%0.97%$106.8万1.1万股$107.9万1.1万股-27股-0.24%减仓
IiShares安硕信托ITOT
0.81%0.77%$99.4万6,050股$86.2万6,050股00.00%持仓不变
DDimensional维度ETF信托DISV
0.81%0.78%$99.4万2.5万股$86.4万2.2万股+2,852股+13.02%加仓
V先锋领航国际股票指数基金VT
0.67%0.62%$82.7万5,269股$69.4万5,018股+251股+5.00%加仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
0.66%0.54%$82.0万1.8万股$60.5万1.3万股+4,684股+36.23%加仓
CCAMBRIA ETF TRTRTY
0.61%0.49%$75.7万9,571股$54.1万7,172股+2,399股+33.45%加仓
DDimensional维度ETF信托DFEV
0.58%0.54%$71.8万1.7万股$60.2万1.7万股00.00%持仓不变
S嘉信·USSCHX
0.58%0.58%$71.6万2.4万股$64.4万2.5万股-792股-3.15%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.52%0.55%$64.6万1.6万股$61.0万1.6万股+5股+0.03%加仓
微软MSFT
0.47%0.61%$57.7万1,547股$67.8万1,831股-284股-15.51%减仓
AAlphabet Inc Class CGOOG
0.46%0.44%$57.1万1,617股$48.9万1,704股-87股-5.11%减仓
DDimensional维度ETF信托DFAU
0.45%0.45%$55.3万1.1万股$50.5万1.1万股-500股-4.47%减仓
IiShares安硕信托IVV
0.42%0.4%$51.4万687股$44.9万687股00.00%持仓不变
好市多COST
0.39%0.51%$48.1万514股$57.0万572股-58股-10.14%减仓
V先锋领航·FTSEVEA
0.38%0.38%$46.4万6,515股$42.5万6,638股-123股-1.85%减仓
DDimensional维度ETF信托DFAC
0.37%0.33%$46.0万1.0万股$36.9万9,490股+886股+9.34%加仓
WWisdomTree信托DGRW
0.37%0.38%$45.9万4,800股$42.2万4,800股00.00%持仓不变
亚马逊AMZN
0.37%0.38%$45.9万1,925股$42.5万2,042股-117股-5.73%减仓
AMERICAN INTL COM NEWAIG
0.37%0.42%$45.9万6,155股$46.3万6,155股00.00%持仓不变
WWisdomTree信托DTD
0.37%0.38%$45.7万4,900股$42.3万4,900股00.00%持仓不变
V先锋领航全球基金VGT
0.37%0.3%$45.1万3,776股$32.9万472股+3,304股+700.00%加仓
IiShares安硕信托TIP
0.36%0.39%$44.5万4,070股$44.0万3,986股+84股+2.11%加仓
家得宝HD
0.35%0.38%$43.7万1,239股$42.4万1,289股-50股-3.88%减仓
LLATTICE STRATEGIES TRROSC
0.35%0.38%$43.1万7,701股$42.2万8,739股-1,038股-11.88%减仓

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