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

ATX Financial Planning, LLC

No.8575 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.31亿
环比变动 Q1 2026
-$38.5万-0.3%
持仓股票数
81
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
81
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
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
7.92%7.9%$1,039.4万31.2万股$1,039.4万31.2万股00.00%持仓不变
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
7.9%7.88%$1,036.9万31.0万股$1,036.9万31.0万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
6.18%6.16%$810.7万13.6万股$810.7万13.6万股00.00%持仓不变
NNORTHERN LIGHTS FD TRSFLR
5.56%5.54%$729.7万20.6万股$729.7万20.6万股00.00%持仓不变
I景顺·NASDAQ 100 ETFQQQM
4.85%4.84%$637.1万2.7万股$637.1万2.7万股00.00%持仓不变
S道富SPYM
4.45%4.44%$584.0万7.6万股$584.0万7.6万股00.00%持仓不变
IiShares安硕信托IVV
4.08%4.07%$536.1万8,207股$536.1万8,207股00.00%持仓不变
IInnovator ETF信托BFRZ
3.86%3.85%$507.2万19.2万股$507.2万19.2万股00.00%持仓不变
IiShares安硕·AAA CLO ACTIVE ETFCLOA
3.62%3.61%$475.1万9.2万股$475.1万9.2万股00.00%持仓不变
PPUTNAM ETF TRUSTPVAL
3.03%3.02%$397.2万8.6万股$397.2万8.6万股00.00%持仓不变
IINNOVATOR ETFS TRUST UNCAPPED ACCLRTDXUSP
3%2.99%$393.5万8.9万股$393.5万8.9万股00.00%持仓不变
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.81%2.8%$369.0万2.5万股$369.0万2.5万股00.00%持仓不变
IiShares黄金信托IAU
2.23%2.23%$292.9万3.3万股$292.9万3.3万股00.00%持仓不变
IiShares安硕信托DGRO
1.62%1.62%$213.2万3.0万股$213.2万3.0万股00.00%持仓不变
IiShares安硕·FALLEN ANGELS USD BOND ETFFALN
1.57%1.56%$205.7万7.7万股$205.7万7.7万股00.00%持仓不变
G通用动力VTI
1.56%1.56%$205.1万6,394股$205.1万6,394股00.00%持仓不变
I景顺交易所交易基金IISPMO
1.37%1.36%$179.3万1.6万股$179.3万1.6万股00.00%持仓不变
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
1.28%1.28%$168.2万5.6万股$168.2万5.6万股00.00%持仓不变
英伟达NVDA
1.28%1.27%$167.5万9,606股$167.5万9,606股00.00%持仓不变
PPROSHARES ULTRAPRO QQQTQQQ
1.24%1.24%$162.8万3.9万股$162.8万3.9万股00.00%持仓不变
DDBX ETF信托DBEF
1.23%1.23%$161.7万3.3万股$161.7万3.3万股00.00%持仓不变
S嘉信策略信托SCCR
1.21%1.21%$159.4万6.2万股$159.4万6.2万股00.00%持仓不变
IiShares安硕信托TOPT
1.2%1.2%$157.3万5.5万股$157.3万5.5万股00.00%持仓不变
苹果AAPL
1.15%1.15%$151.4万5,964股$151.4万5,964股00.00%持仓不变
SSPDR行业精选信托XLU
1.15%1.15%$150.8万3.3万股$150.8万3.3万股00.00%持仓不变
VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS
1.13%0.56%$148.3万1.7万股$73.1万1.7万股00.00%持仓不变
IINVESCO ACTIVELY MANAGED EXCQBIG
1.07%1.06%$140.0万4.1万股$140.0万4.1万股00.00%持仓不变
IiShares安硕信托ICSH
0.98%0.98%$128.4万2.5万股$128.4万2.5万股00.00%持仓不变
V先锋领航·FTSEVEA
0.98%0.97%$128.0万2.0万股$128.0万2.0万股00.00%持仓不变
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
0.97%0.97%$127.5万4.3万股$127.5万4.3万股00.00%持仓不变
AVANTIS INTLNGG
0.95%0.94%$124.3万1.5万股$124.3万1.5万股00.00%持仓不变
IISHARES TRDMAX
0.88%0.88%$115.6万4.4万股$115.6万4.4万股00.00%持仓不变
雅培ABT
0.84%0.84%$109.9万1.1万股$109.9万1.1万股00.00%持仓不变
微软MSFT
0.81%0.8%$105.8万2,857股$105.8万2,857股00.00%持仓不变
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.76%0.76%$100.2万3,049股$100.2万3,049股00.00%持仓不变
V先锋领航指数基金VOO
0.72%0.72%$94.7万1,640股$94.7万1,640股00.00%持仓不变
APOLLO GLOBAL MGMT COMAPO
0.67%0.67%$88.0万7,894股$88.0万7,894股00.00%持仓不变
黑石集团BX
0.65%0.65%$85.0万7,390股$85.0万7,390股00.00%持仓不变
博通AVGO
0.63%0.63%$82.8万2,675股$82.8万2,675股00.00%持仓不变
GGRAYSCALE ETHEREUM MINI STAKING ETFETH
0.6%0.6%$78.4万3.9万股$78.4万3.9万股00.00%持仓不变
WWisdomTree信托DGRW
0.57%0.57%$75.3万8,569股$75.3万8,569股00.00%持仓不变
I景顺交易所交易基金IIIPKW
0.56%0.56%$73.3万1.3万股$73.3万1.3万股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.55%0.55%$71.8万1股$71.8万1股00.00%持仓不变
VVanEck Russia ETFBBH
0.51%0.51%$67.2万6,951股$67.2万6,951股00.00%持仓不变
KKKR & COMKKR
0.49%0.49%$64.3万6,948股$64.3万6,948股00.00%持仓不变
SSPDR SER TR S&PXSD
0.47%0.47%$62.3万1,911股$62.3万1,911股00.00%持仓不变
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYUJAN
0.42%0.42%$54.9万1.3万股$54.9万1.3万股00.00%持仓不变
CCALAMOS ETF TRCBTL
0.41%0.41%$53.7万3.0万股$53.7万3.0万股00.00%持仓不变
I景顺·S&PSPHQ
0.38%0.38%$50.2万6,681股$50.2万6,681股00.00%持仓不变
IISHARES NASDAQ TOP 30 STOCKS ETFQTOP
0.37%0.37%$48.3万1.6万股$48.3万1.6万股00.00%持仓不变

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