Atticus Wealth Management, LLC
- SEC CIK
- 0001800234
- 最新申報
- 2026/7/15
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/10 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 678
- 較 2025 年第 1 季 +165
- 總值
- $3.70 億
- 較 2025 年第 1 季 +$6,392 萬 (+20.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 148,517 | $9,176 萬 | 24.8% | +8,719+6.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 54,260 | $2,304 萬 | 6.2% | +6,850+14.4% | 加碼 | – |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 336,056 | $1,671 萬 | 4.5% | −39,375−10.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 272,487 | $1,426 萬 | 3.9% | +2,479+0.9% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 352,805 | $1,195 萬 | 3.2% | +12,651+3.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 50,141 | $1,029 萬 | 2.8% | +3,413+7.3% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 31,194 | $949.4 萬 | 2.6% | +699+2.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 126,623 | $922.1 萬 | 2.5% | +21,925+20.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,895 | $790.7 萬 | 2.1% | +934+6.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 73,104 | $718.2 萬 | 1.9% | +7,230+11.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,793 | $540.2 萬 | 1.5% | +764+8.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 70,241 | $497.0 萬 | 1.3% | −1,449−2.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,830 | $452.1 萬 | 1.2% | −882−5.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,887 | $411.7 萬 | 1.1% | +1,122+3.8% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 108,604 | $410.4 萬 | 1.1% | +4,470+4.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15,206 | $385.1 萬 | 1.0% | −210−1.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 39,169 | $373.4 萬 | 1.0% | −1,201−3.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,598 | $356.2 萬 | 1.0% | +41+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,268 | $350.0 萬 | 0.9% | −95−0.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,077 | $349.5 萬 | 0.9% | −26−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 14,422 | $316.4 萬 | 0.9% | +1,831+14.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,605 | $309.7 萬 | 0.8% | +3,329+20.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,970 | $283.8 萬 | 0.8% | +2,936+12.7% | 加碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 65,615 | $277.1 萬 | 0.7% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 14,132 | $249.1 萬 | 0.7% | −39−0.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 56,358 | $222.7 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,338 | $221.4 萬 | 0.6% | +128+4.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 23,892 | $213.6 萬 | 0.6% | +1,265+5.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 18,016 | $198.9 萬 | 0.5% | +53+0.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 31,701 | $196.6 萬 | 0.5% | −6,319−16.6% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 47,728 | $191.0 萬 | 0.5% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 6,873 | $189.5 萬 | 0.5% | +4,040+142.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,453 | $187.1 萬 | 0.5% | +2,551+65.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,498 | $183.4 萬 | 0.5% | −1,776−17.3% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 28,794 | $181.8 萬 | 0.5% | +188+0.7% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 35,225 | $169.9 萬 | 0.5% | +760+2.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,497 | $164.9 萬 | 0.4% | +1,211+36.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 23,698 | $164.5 萬 | 0.4% | +3,598+17.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,534 | $163.7 萬 | 0.4% | +288+4.0% | 加碼 | – |
| VVisa Inc. | Stock | 4,556 | $161.8 萬 | 0.4% | +803+21.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,860 | $137.3 萬 | 0.4% | +436+30.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,707 | $133.1 萬 | 0.4% | +58+3.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 34,596 | $131.5 萬 | 0.4% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 899 | $120.4 萬 | 0.3% | −28−3.0% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,638 | $116.4 萬 | 0.3% | +179+2.1% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,267 | $115.2 萬 | 0.3% | +3,731+242.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 32,973 | $110.7 萬 | 0.3% | −2,004−5.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,893 | $109.8 萬 | 0.3% | +1,966+39.9% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 19,382 | $107.9 萬 | 0.3% | +2,172+12.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,577 | $105.1 萬 | 0.3% | +7+0.1% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 22,683 | $99.1 萬 | 0.3% | +3,047+15.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,729 | $98.2 萬 | 0.3% | +826+91.5% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,737 | $96.2 萬 | 0.3% | −487−5.3% | 減碼 | – |
| MAMastercard Inc | Stock | 1,651 | $92.8 萬 | 0.3% | +253+18.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,131 | $91.0 萬 | 0.2% | +955+22.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,114 | $90.4 萬 | 0.2% | −46−0.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,436 | $86.7 萬 | 0.2% | +76+0.4% | 加碼 | – |
| TPRTapestry, Inc. | COM | 9,687 | $85.1 萬 | 0.2% | +9,687 | 新進 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 19,190 | $84.1 萬 | 0.2% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 7,955 | $84.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,540 | $82.5 萬 | 0.2% | +2,950+185.5% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,752 | $80.4 萬 | 0.2% | +64+2.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 21,778 | $78.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,886 | $74.9 萬 | 0.2% | +11+0.3% | 加碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 19,888 | $74.2 萬 | 0.2% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,727 | $73.5 萬 | 0.2% | +4,375+100.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,916 | $71.7 萬 | 0.2% | +894+29.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,185 | $70.4 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,698 | $68.6 萬 | 0.2% | −42−1.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,159 | $68.6 萬 | 0.2% | +431+24.9% | 加碼 | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 13,407 | $67.2 萬 | 0.2% | +326+2.5% | 加碼 | – |
| TFCTruist Financial Corp | COM | 15,634 | $67.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,342 | $64.6 萬 | 0.2% | −1,173−8.7% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,154 | $64.5 萬 | 0.2% | +223+7.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,972 | $64.4 萬 | 0.2% | +2,933+96.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,428 | $63.4 萬 | 0.2% | +56+1.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 15,838 | $63.0 萬 | 0.2% | +6,929+77.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 7,179 | $61.8 萬 | 0.2% | +7,179 | 新進 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 13,348 | $58.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,002 | $58.7 萬 | 0.2% | +2,057+52.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,122 | $58.1 萬 | 0.2% | +3,272+384.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 735 | $57.9 萬 | 0.2% | +33+4.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,030 | $56.0 萬 | 0.2% | +505+96.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,612 | $55.2 萬 | 0.1% | −208−5.4% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,797 | $54.7 萬 | 0.1% | +1,021+10.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,718 | $52.8 萬 | 0.1% | −50−1.8% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,049 | $52.4 萬 | 0.1% | +29+2.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,334 | $50.9 萬 | 0.1% | +6,729+1,112.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,767 | $49.8 萬 | 0.1% | +65+1.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,140 | $48.6 萬 | 0.1% | +2,097+51.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,464 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 3,511 | $47.8 萬 | 0.1% | +860+32.4% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 2,720 | $47.1 萬 | 0.1% | +2,720 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,340 | $45.5 萬 | 0.1% | +2,259+209.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,370 | $44.9 萬 | 0.1% | +107+8.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 621 | $44.0 萬 | 0.1% | +241+63.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,711 | $43.8 萬 | 0.1% | +6,386+482.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,278 | $43.8 萬 | 0.1% | +5,278 | 新進 | – |
| ADBEAdobe Inc. | Stock | 1,098 | $42.5 萬 | 0.1% | +124+12.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,781 | $42.4 萬 | 0.1% | +1,260+241.8% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TTDTrade Desk, Inc. | Stock | – | $3.60 萬 |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,071 | $8.45 萬 | <0.1% | – |
| Vanguard Materials ETF92204A801 | ETF | 357 | $6.74 萬 | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 516 | $4.92 萬 | <0.1% | – |
| DFSDiscover Financial Services | COM | 259 | $4.42 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25460E232 | DAILY SM CP BEAR | 2,000 | $3.41 萬 | <0.1% | – |
| KBRKBR, Inc. | COM | 650 | $3.24 萬 | <0.1% | 歷史 |
| EFTEaton Vance Floating-Rate Income Trust | COM | 2,160 | $2.71 萬 | <0.1% | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 300 | $1.76 萬 | <0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 250 | $1.11 萬 | <0.1% | 歷史 |
| GDOWestern Asset Global Corporate Opportunity Fund Inc. | COM | 840 | $9,728 | <0.1% | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 700 | $4,844 | <0.1% | 歷史 |
| Subversive Congressional Democrats Trading ETF886364199 | ETF | 56 | $2,015 | <0.1% | – |
| FLNCFluence Energy, Inc. | COM CL A | 413 | $2,004 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 2,760 | $1,670 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 46 | $1,548 | <0.1% | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 12 | $129 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 0 | $1 | <0.1% | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 0 | $1 | <0.1% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 0 | $1 | <0.1% | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 0 | $1 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 0 | $1 | <0.1% | – |
| Nuveen CR Strategies Income67073D110 | RIGHT 04/29/2025 | 1,799 | $0 | 0.0% | – |