ATLas Financial Planning LLC
CIK 2110886 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $123.3M
- 持仓
- 69
- 截至
- 2026年6月30日
按 13F 价值排名第 7965（共 9443） · 前 84.3%
投资组合价值同比（季度）：+10.6% 13F不披露现金
- 前十大持仓权重
- 55.82%
- 前二十五大持仓权重
- 83.02%
- 持仓高于 1%
- 22
- 有效持仓数量
- 25.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.55% 估计买入 $6682293 · 卖出 $1825843
- 新仓位
- 3
- 增加
- 27
- 减少
- 22
- 已结清
- 3
本页内容
行业细分
Technology
5.2%
Retail
1.1%
Utilities
0.9%
Communication Services
0.9%
Financials
0.6%
Industrials
0.4%
Energy
0.2%
其他/未映射
90.8%
完整投资组合 69 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AVLV | $10062937 | 8.16% | 110327 | $1680061 | 上涨 ×2 | ||
| AVUV | $7729880 | 6.27% | 61958 | $1458167 | 上涨 ×2 | ||
| AVIV | $7198715 | 5.84% | 92983 | $612255 | 上涨 ×2 | ||
| AGG | $7037893 | 5.71% | 71104 | $-40696 | 下跌 ×2 | ||
| AVES | $6787206 | 5.50% | 103464 | $780771 | 上涨 ×2 | ||
| DFIV | $6610860 | 5.36% | 122378 | $351205 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $6231976 | 5.05% | 75402 | $447762 | 上涨 ×2 | ||
| BOXX | $5845367 | 4.74% | 49922 | $671392 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $5752187 | 4.66% | 78357 | $11581 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $5596801 | 4.54% | 19342 | $404511 | 下跌 ×1 | ||
| VV | $5324879 | 4.32% | 15483 | $901819 | 上涨 ×2 | ||
| SCHP | $3425650 | 2.78% | 129270 | $176398 | 上涨 ×2 | ||
| VTI | $3311392 | 2.68% | 8949 | $420042 | 下跌 ×2 | ||
| FNDC | $3260658 | 2.64% | 67147 | $89866 | 下跌 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $2805151 | 2.27% | 57922 | $88974 | 上涨 ×2 | ||
| DUSB | $2477455 | 2.01% | 48788 | $46367 | 上涨 ×2 | ||
| DFSV | $1976467 | 1.60% | 50953 | $291183 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $1745193 | 1.41% | 20414 | $171069 | |||
| BSV | $1657613 | 1.34% | 21276 | $-89519 | 下跌 ×1 | ||
| AVIG | $1465873 | 1.19% | 35399 | $903754 | 上涨 ×1 | ||
| VB | $1366249 | 1.11% | 4507 | $175241 | 下跌 ×1 | ||
| BRKB | $1234462 | 1.00% | 2467 | $52276 | |||
| IWB | $1187454 | 0.96% | 2900 | $47297 | 下跌 ×2 | ||
| ITA ITA | $1164586 | 0.94% | 4804 | $160523 | 上涨 ×2 | ||
| VWO | $1140318 | 0.92% | 19104 | $91099 | 下跌 ×2 | ||
| VOO | $1116066 | 0.90% | 1625 | $145047 | |||
| SO Southern Company (The) Common Stock | $1067709 | 0.87% | 11156 | $-11712 | 下跌 ×1 | ||
| ITOT | $993834 | 0.81% | 6050 | $132132 | |||
| DISV | $993779 | 0.81% | 24764 | $129570 | 上涨 ×2 | ||
| VT | $826970 | 0.67% | 5269 | $132878 | 上涨 ×2 | ||
| AVSF | $820111 | 0.66% | 17611 | $215127 | 上涨 ×1 | ||
| SYLD | $756941 | 0.61% | 9571 | $216100 | 上涨 ×2 | ||
| DFEV | $718045 | 0.58% | 16829 | $115903 | |||
| SCHX | $715673 | 0.58% | 24318 | $71859 | 下跌 ×1 | ||
| DFAI | $646451 | 0.52% | 15672 | $36061 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $577062 | 0.47% | 1547 | $-100719 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $571335 | 0.46% | 1617 | $82526 | 下跌 ×1 | ||
| DFAU | $552514 | 0.45% | 10689 | $47666 | 下跌 ×1 | ||
| IVV | $514487 | 0.42% | 687 | $65732 | |||
| COST Costco Wholesale Corporation - Common Stock | $480943 | 0.39% | 514 | $-89124 | 下跌 ×1 | ||
| VEA | $464162 | 0.38% | 6515 | $38806 | 下跌 ×1 | ||
| DFAC | $460269 | 0.37% | 10376 | $91485 | 上涨 ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $458976 | 0.37% | 4800 | $37344 | |||
| AMZN Amazon.com, Inc. - Common Stock | $458805 | 0.37% | 1925 | $33518 | 下跌 ×1 | ||
| AIG American International Group, Inc. New Common Stock | $458732 | 0.37% | 6155 | $-4432 | |||
| DTD | $456909 | 0.37% | 4900 | $33745 | |||
| VGT | $451308 | 0.37% | 3776 | $121984 | 上涨 ×1 | ||
| TIP | $445380 | 0.36% | 4070 | $5485 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $436971 | 0.35% | 1239 | $13032 | 下跌 ×1 | ||
| ROSC | $430802 | 0.35% | 7701 | $8679 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $377561 | 0.31% | 3956 | $34813 | |||
| STIP | $354393 | 0.29% | 3469 | $91784 | 上涨 ×1 | ||
| SCHB | $302484 | 0.25% | 10445 | $40701 | 上涨 ×2 | ||
| SCHF | $300684 | 0.24% | 10855 | $32023 | |||
| SCHD | $299363 | 0.24% | 9441 | $9774 | 上涨 ×1 | ||
| QUS | $298792 | 0.24% | 1599 | $-1750 | 下跌 ×2 | ||
| VO | $291663 | 0.24% | 3620 | $31765 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $282112 | 0.23% | 1600 | $79952 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $267681 | 0.22% | 749 | $52294 | |||
| BAC Bank of America Corporation Common Stock | $264666 | 0.21% | 4645 | $38239 | |||
| NVDA NVIDIA Corporation - Common Stock | $262922 | 0.21% | 1314 | $18054 | 下跌 ×2 | ||
| SCHA | $242806 | 0.20% | 6720 | $18423 | 下跌 ×1 | ||
| IEMG | $242058 | 0.20% | 2922 | $38248 | |||
| DFSD | $231588 | 0.19% | 4850 | $-630 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $230949 | 0.19% | 410 | $-38524 | 下跌 ×1 | ||
| TRGP Targa Resources, Inc. Common Stock | $214512 | 0.17% | 800 | $13928 | |||
| FNDX | $203332 | 0.16% | 6538 | 上涨 ×1 | |||
| DFAE | $203310 | 0.16% | 5056 | 上涨 ×1 | |||
| DAL Delta Air Lines, Inc. Common Stock | $201529 | 0.16% | 2152 | 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 |
|---|---|---|---|
| FNDX | $203332 | 6538 | 0.16% |
| DFAE | $203310 | 5056 | 0.16% |
| DAL | $201529 | 2152 | 0.16% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。