Atlas Financial Advisors, Inc.
CIK 1924030 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $64.1M
- 持仓
- 40
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 8616（共 9443） · 前 91.2%
- 前十大持仓权重
- 79.57%
- 前二十五大持仓权重
- 94.01%
- 持仓高于 1%
- 18
- 有效持仓数量
- 8.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 40
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
1.9%
Retail
1.7%
Real Estate
0.6%
Energy
0.3%
Financial Services
0.2%
其他/未映射
95.3%
完整投资组合 40 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $14826945 | 23.15% | 25299 | 上涨 ×1 | |||
| HYG | $11487068 | 17.93% | 146053 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $6668740 | 10.41% | 13045 | 上涨 ×1 | |||
| ZROZ | $6538388 | 10.21% | 95284 | 上涨 ×1 | |||
| COWZ | $3408120 | 5.32% | 60342 | 上涨 ×1 | |||
| BBBL | $2152524 | 3.36% | 45017 | 上涨 ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $2043347 | 3.19% | 23398 | 上涨 ×1 | |||
| FLTR | $1471303 | 2.30% | 57811 | 上涨 ×1 | |||
| BBBI | $1387417 | 2.17% | 27725 | 上涨 ×1 | |||
| HYSA | $989331 | 1.54% | 66176 | 上涨 ×1 | |||
| SCHP | $867836 | 1.35% | 33598 | 上涨 ×1 | |||
| BBBS | $819458 | 1.28% | 16222 | 上涨 ×1 | |||
| TMF | $694039 | 1.08% | 17364 | 上涨 ×1 | |||
| XAR | $688982 | 1.08% | 4155 | 上涨 ×1 | |||
| GLD | $681838 | 1.06% | 2816 | 上涨 ×1 | |||
| SCHG | $677882 | 1.06% | 24323 | 上涨 ×1 | |||
| VBR | $675794 | 1.05% | 3410 | 上涨 ×1 | |||
| XSMO | $663149 | 1.04% | 10031 | 上涨 ×1 | |||
| CORN | $621906 | 0.97% | 33133 | 上涨 ×1 | |||
| GBIL | $569944 | 0.89% | 5704 | 上涨 ×1 | |||
| SCHD | $522877 | 0.82% | 19139 | 上涨 ×1 | |||
| IPKW Invesco International BuyBack Achievers ETF | $515873 | 0.81% | 12991 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $446790 | 0.70% | 1060 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $416568 | 0.65% | 3102 | 上涨 ×1 | |||
| VHT | $380535 | 0.59% | 1500 | 上涨 ×1 | |||
| O Realty Income Corporation Common Stock | $360357 | 0.56% | 6747 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $360150 | 0.56% | 1438 | 上涨 ×1 | |||
| XEMD | $359113 | 0.56% | 8617 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $342065 | 0.53% | 1386 | 上涨 ×1 | |||
| TAXX | $332027 | 0.52% | 6592 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $288717 | 0.45% | 1316 | 上涨 ×1 | |||
| XSD | $265345 | 0.41% | 1068 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $263886 | 0.41% | 288 | 上涨 ×1 | |||
| COM | $252331 | 0.39% | 8910 | 上涨 ×1 | |||
| VO | $229001 | 0.36% | 867 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $205387 | 0.32% | 528 | 上涨 ×1 | |||
| AUSF | $203099 | 0.32% | 4836 | 上涨 ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $202989 | 0.32% | 4108 | 上涨 ×1 | |||
| WU Western Union Company (The) Common Stock | $129225 | 0.20% | 12191 | 上涨 ×1 | |||
| LAAC | $46476 | 0.07% | 17739 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPY | $14826945 | 25299 | 23.15% |
| HYG | $11487068 | 146053 | 17.93% |
| QQQ | $6668740 | 13045 | 10.41% |
| ZROZ | $6538388 | 95284 | 10.21% |
| COWZ | $3408120 | 60342 | 5.32% |
| BBBL | $2152524 | 45017 | 3.36% |
| TLT | $2043347 | 23398 | 3.19% |
| FLTR | $1471303 | 57811 | 2.30% |
| BBBI | $1387417 | 27725 | 2.17% |
| HYSA | $989331 | 66176 | 1.54% |
| SCHP | $867836 | 33598 | 1.35% |
| BBBS | $819458 | 16222 | 1.28% |
| TMF | $694039 | 17364 | 1.08% |
| XAR | $688982 | 4155 | 1.08% |
| GLD | $681838 | 2816 | 1.06% |