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Atticus Wealth Management, LLC

SEC CIK
0001800234
最新申報
2026/7/15

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/7 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
197
較 2025 年第 2 季 −481
總值
$3.96 億
較 2025 年第 2 季 +$2,589 萬 (+7.0%)
申報日
2025/11/7
SEC
Atticus Wealth Management, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SPYSPDR S&P 500 ETF TrustETF140,927$9,388 萬23.7%−7,590−5.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF49,018$2,296 萬5.8%−5,242−9.7%減碼–
Neos ETF Trust78433H501NEOS ENH INC 1-3378,154$1,880 萬4.7%+42,098+12.5%加碼–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF450,133$1,544 萬3.9%+97,328+27.6%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF262,067$1,450 萬3.7%−10,420−3.8%減碼–
AAPLApple Inc.Stock51,206$1,304 萬3.3%+1,065+2.1%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL138,989$1,021 萬2.6%+12,366+9.8%加碼–
iShares S&P 100 ETF464287101ETF29,747$990.1 萬2.5%−1,447−4.6%減碼–
MSFTMicrosoft CorpStock16,501$854.7 萬2.2%+606+3.8%加碼歷史
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY72,866$764.8 萬1.9%−238−0.3%減碼–
Invesco QQQ Trust Series I46090E103ETF10,071$604.7 萬1.5%+278+2.8%加碼–
GLDSPDR Gold TrustETF14,904$529.8 萬1.3%+74+0.5%加碼歷史
KOCoca Cola CoStock70,241$465.8 萬1.2%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF31,179$439.5 萬1.1%+292+0.9%加碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF108,604$422.4 萬1.1%00.0%不變–
State Street Technology Select Sector SPDR ETF81369Y803ETF14,664$413.3 萬1.0%−542−3.6%減碼–
NVDANVIDIA CorpStock21,908$408.8 萬1.0%+2,303+11.7%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF17,323$373.8 萬0.9%+246+1.4%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF11,916$366.8 萬0.9%−352−2.9%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF32,954$344.4 萬0.9%−6,215−15.9%減碼–
GOOGLAlphabet Inc.Stock14,094$342.6 萬0.9%−38−0.3%減碼歷史
COSTCostco Wholesale CorpStock3,591$332.4 萬0.8%−7−0.2%減碼歷史
AMZNAmazon Com IncStock15,073$331.0 萬0.8%+651+4.5%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF26,702$317.3 萬0.8%+732+2.8%加碼–
AVGOBroadcom Inc.Stock9,532$314.5 萬0.8%+2,659+38.7%加碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF65,615$288.1 萬0.7%00.0%不變–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF25,404$280.7 萬0.7%+7,388+41.0%加碼–
Vanguard Information Technology ETF92204A702ETF3,331$248.7 萬0.6%−7−0.2%減碼–
JPMJPMorgan Chase & CoStock7,829$247.0 萬0.6%+1,376+21.3%加碼歷史
TSLATesla, Inc.Stock5,327$236.9 萬0.6%+3,168+146.7%加碼歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF55,028$225.9 萬0.6%−1,330−2.4%減碼–
iShares MSCI Eafe ETF464287465ETF22,612$211.1 萬0.5%−1,280−5.4%減碼–
HDHome Depot, Inc.Stock5,108$207.0 萬0.5%+611+13.6%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF47,728$200.6 萬0.5%00.0%不變–
METAMeta Platforms, Inc.Stock2,577$189.3 萬0.5%+717+38.5%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF28,420$185.5 萬0.5%−3,281−10.3%減碼–
iShares Inc46434G764MSCI EMRG CHN27,190$183.6 萬0.5%−1,604−5.6%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF7,522$180.3 萬0.5%−12−0.2%減碼–
iShares Russell 2000 ETF464287655ETF7,424$179.6 萬0.5%−1,074−12.6%減碼–
PLTRPalantir Technologies Inc.Stock9,840$179.5 萬0.5%+6,500+194.6%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF33,281$177.7 萬0.4%−1,944−5.5%減碼–
VVisa Inc.Stock5,030$171.7 萬0.4%+474+10.4%加碼歷史
TPRTapestry, Inc.COM14,820$167.8 萬0.4%+5,133+53.0%加碼歷史
NEENextera Energy IncStock22,168$167.3 萬0.4%−1,530−6.5%減碼歷史
ORCLOracle CorpStock5,745$161.6 萬0.4%+478+9.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,891$149.7 萬0.4%+3,351+73.8%加碼–
GOOGAlphabet Inc.Stock5,985$145.8 萬0.4%+854+16.6%加碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF34,596$137.3 萬0.3%00.0%不變–
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH13,971$131.0 萬0.3%+6,792+94.6%加碼–
LLYEli Lilly & CoStock1,676$127.9 萬0.3%−31−1.8%減碼歷史
PGProcter & Gamble CoStock8,100$124.5 萬0.3%+1,207+17.5%加碼歷史
NFLXNetflix IncStock989$118.6 萬0.3%+90+10.0%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,410$117.0 萬0.3%−228−2.6%減碼–
Global X FDS37954Y632ARTIFICIAL ETF22,972$113.5 萬0.3%+289+1.3%加碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF33,045$112.0 萬0.3%+72+0.2%加碼–
Vanguard S&P 500 ETF922908363ETF1,768$108.3 萬0.3%+39+2.3%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF7,509$106.9 萬0.3%−68−0.9%減碼–
iShares MSCI India ETF46429B598ETF20,502$106.7 萬0.3%+1,120+5.8%加碼–
iShares S&P 500 Growth ETF464287309ETF8,726$105.3 萬0.3%−11−0.1%減碼–
MAMastercard IncStock1,796$102.2 萬0.3%+145+8.8%加碼歷史
MSMorgan StanleyStock6,049$96.2 萬0.2%+1,927+46.7%加碼歷史
Vanguard Morningstar Value ETF922908744ETF5,114$95.4 萬0.2%00.0%不變–
PEGPublic Service Enterprise Group IncCOM11,209$93.5 萬0.2%+2,482+28.4%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF20,507$90.2 萬0.2%+71+0.3%加碼–
AMATApplied Materials IncStock4,404$90.2 萬0.2%+488+12.5%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF19,190$87.5 萬0.2%00.0%不變–
ABBVAbbVie Inc.Stock3,722$86.2 萬0.2%+24+0.6%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF3,911$81.9 萬0.2%+25+0.6%加碼–
Innovator ETFs Trust45782C565US EQTY ULTRA BU21,778$81.6 萬0.2%00.0%不變–
MCDMcDonalds CorpStock2,615$79.5 萬0.2%−137−5.0%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF19,888$76.3 萬0.2%00.0%不變–
WMTWalmart Inc.Stock7,287$75.1 萬0.2%+1,285+21.4%加碼歷史
CSCOCisco Systems, Inc.Stock10,874$74.4 萬0.2%+3,540+48.3%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV5,185$72.6 萬0.2%00.0%不變–
GSGoldman Sachs Group IncStock906$72.1 萬0.2%+285+45.9%加碼歷史
ORIOld Republic International CorpCOM16,858$71.6 萬0.2%+6,258+59.0%加碼歷史
ARESAres Management CorpCL A COM STK4,474$71.5 萬0.2%+1,754+64.5%加碼歷史
TFCTruist Financial CorpCOM15,634$71.5 萬0.2%00.0%不變歷史
CVXChevron CorpStock4,564$70.9 萬0.2%+136+3.1%加碼歷史
ADIAnalog Devices IncStock2,878$70.7 萬0.2%+1,097+61.6%加碼歷史
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF7,500$69.0 萬0.2%+7,315+3,954.1%加碼–
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM10,612$68.4 萬0.2%+4,580+75.9%加碼–
NOCNorthrop Grumman CorpStock1,121$68.3 萬0.2%+72+6.9%加碼歷史
XOMExxonMobil Holdings CorpCOM5,999$67.6 萬0.2%+27+0.5%加碼歷史
FTNTFortinet, Inc.Stock7,955$66.9 萬0.2%00.0%不變歷史
PANWPalo Alto Networks IncStock3,221$65.6 萬0.2%+67+2.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,466$65.6 萬0.2%+436+42.3%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF15,838$65.2 萬0.2%00.0%不變–
VZVerizon Communications IncStock14,740$64.8 萬0.2%+5,292+56.0%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF11,883$64.0 萬0.2%−459−3.7%減碼–
MDTMedtronic plcStock6,545$62.3 萬0.2%+2,250+52.4%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF10,683$61.4 萬0.2%+4,768+80.6%加碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF13,348$61.1 萬0.2%00.0%不變–
iShares Core S&P 500 ETF464287200ETF907$60.7 萬0.2%+335+58.6%加碼–
Defiance Quantum ETF26922A420ETF5,771$60.5 萬0.2%+5,771新進–
ABTAbbott LaboratoriesStock4,515$60.5 萬0.2%+1,004+28.6%加碼歷史
CMICummins IncStock1,431$60.4 萬0.2%+61+4.5%加碼歷史
GEVGE Vernova Inc.Stock974$59.9 萬0.2%+386+65.6%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM9,893$56.5 萬0.1%+2,182+28.3%加碼–
ORealty Income CorpREIT9,188$55.9 萬0.1%+3,310+56.3%加碼歷史

2025 年第 2 季之後清倉(483 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 483 檔。

Atticus Wealth Management, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
TTDTrade Desk, Inc.Stock4,463$32.1 萬0.1%歷史
UNHUnitedHealth Group IncStock731$22.8 萬0.1%歷史
DHRDanaher CorpStock1,002$19.8 萬0.1%歷史
MELIMercadolibre IncCOM74$19.3 萬0.1%歷史
DISWalt Disney CoStock1,496$18.6 萬0.1%歷史
AMGNAmgen IncStock655$18.3 萬<0.1%歷史
BDXBecton Dickinson & CoStock1,050$18.1 萬<0.1%歷史
CTVACorteva, Inc.Stock2,385$17.8 萬<0.1%歷史
PWRQuanta Services, Inc.COM468$17.7 萬<0.1%歷史
ECLEcolab Inc.Stock642$17.3 萬<0.1%歷史
SPGIS&P Global Inc.Stock326$17.2 萬<0.1%歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,583$17.2 萬<0.1%–
EMREmerson Electric CoStock1,281$17.1 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF888$16.8 萬<0.1%–
TXNTexas Instruments IncStock787$16.3 萬<0.1%歷史
Schwab U.S. Large-Cap ETF808524201ETF6,608$16.1 萬<0.1%–
Innovator ETFs Trust45782C532US EQTY ULTRA B4,415$16.1 萬<0.1%–
LHLabcorp Holdings Inc.Stock605$15.9 萬<0.1%歷史
FISVFiserv IncStock920$15.9 萬<0.1%歷史
Vanguard Utilities ETF92204A876ETF883$15.6 萬<0.1%–
ACNAccenture plcStock506$15.1 萬<0.1%歷史
BXBlackstone Inc.COM1,006$15.0 萬<0.1%歷史
TAT&T Inc.Stock5,166$15.0 萬<0.1%歷史
iShares Russell 2000 Growth ETF464287648ETF514$14.7 萬<0.1%–
PGRProgressive CorpStock549$14.7 萬<0.1%歷史
DVNDevon Energy CorpStock4,561$14.5 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS2,746$14.5 萬<0.1%–
EQTEQT CorpStock2,455$14.3 萬<0.1%歷史
KDKyndryl Holdings, Inc.Stock3,337$14.0 萬<0.1%歷史
MMM3M CoStock907$13.8 萬<0.1%歷史
TJXTJX Companies IncStock1,085$13.4 萬<0.1%歷史
BROBrown & Brown, Inc.Stock1,176$13.0 萬<0.1%歷史
iShares Tr46432F388MSCI USA VALUE1,115$12.6 萬<0.1%–
BLKBlackRock, Inc.Stock120$12.6 萬<0.1%歷史
CLHClean Harbors IncCOM532$12.3 萬<0.1%歷史
SCHWSchwab Charles CorpStock1,340$12.2 萬<0.1%歷史
CATCaterpillar IncStock310$12.0 萬<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF425$11.9 萬<0.1%–
LRCXLam Research CorpStock1,215$11.8 萬<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF713$11.2 萬<0.1%–
iShares Inc46434G822MSCI JAPAN ETF1,492$11.2 萬<0.1%–
PEPPepsiCo IncStock839$11.1 萬<0.1%歷史
SPDR Series Trust78468R747ST STR MSCI GEN886$11.1 萬<0.1%–
GWWW.W. Grainger, Inc.Stock104$10.8 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF435$10.8 萬<0.1%–
Neos ETF Trust78433H303NEOS S&P 500 HI2,124$10.7 萬<0.1%–
KMBKimberly Clark CorpStock781$10.1 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN5,472$9.92 萬<0.1%歷史
FHNFirst Horizon CorpCOM4,621$9.80 萬<0.1%歷史
BACBank of America CorpStock2,069$9.79 萬<0.1%歷史
PMPhilip Morris International Inc.Stock537$9.78 萬<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF655$9.67 萬<0.1%–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,345$9.57 萬<0.1%歷史
APHAmphenol CorpCL A966$9.54 萬<0.1%歷史
ELVElevance Health, Inc.Stock240$9.35 萬<0.1%歷史
IAUiShares Gold TrustETF1,500$9.35 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI4,784$9.35 萬<0.1%–
NSCNorfolk Southern CorpStock365$9.34 萬<0.1%歷史
GBTCGrayscale Bitcoin Trust ETFETF1,098$9.31 萬<0.1%歷史
Invesco Nasdaq 100 ETF46138G649ETF401$9.11 萬<0.1%–
ADPAutomatic Data Processing IncStock293$9.04 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST889$8.95 萬<0.1%–
FSLRFirst Solar, Inc.Stock534$8.84 萬<0.1%歷史
WFCWells Fargo & CompanyStock1,094$8.77 萬<0.1%歷史
Vanguard Consumer Staples ETF92204A207ETF400$8.76 萬<0.1%–
iShares Tr464288513IBOXX HI YD ETF1,084$8.74 萬<0.1%–
MOAltria Group, Inc.Stock1,475$8.65 萬<0.1%歷史
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF2,447$8.59 萬<0.1%–
AMTAmerican Tower CorpREIT389$8.59 萬<0.1%歷史
ZTSZoetis Inc.Stock548$8.55 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF920$8.44 萬<0.1%–
USOUnited States Oil Fund, LPUNITS1,154$8.44 萬<0.1%歷史
DTEDte Energy CoCOM635$8.41 萬<0.1%歷史
AFLAflac IncStock790$8.33 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock205$8.33 萬<0.1%歷史
FDSFactset Research Systems IncStock180$8.05 萬<0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF586$7.80 萬<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF272$7.73 萬<0.1%–
FDUSFidus Investment CorpCOM3,816$7.71 萬<0.1%歷史
PAYXPaychex IncStock520$7.56 萬<0.1%歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM2,790$7.49 萬<0.1%歷史
TMUST-Mobile US, Inc.Stock307$7.31 萬<0.1%歷史
Innovator ETFs Trust45782C375US EQT ULTRA BF1,940$7.30 萬<0.1%–
Innovator ETFs Trust45784N700EQUITY DEFIN 1YR2,795$7.27 萬<0.1%–
SYKStryker CorpStock182$7.20 萬<0.1%歷史
MDLZMondelez International, Inc.Stock1,050$7.08 萬<0.1%歷史
CICigna GroupStock214$7.07 萬<0.1%歷史
SOSouthern CoStock750$6.89 萬<0.1%歷史
STESTERIS plcSHS USD285$6.85 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF566$6.74 萬<0.1%–
PCARPaccar IncCOM698$6.64 萬<0.1%歷史
BABoeing CoStock313$6.56 萬<0.1%歷史
NVONovo Nordisk A SADR946$6.53 萬<0.1%歷史
INTCIntel CorpStock2,891$6.48 萬<0.1%歷史
STLDSteel Dynamics IncCOM500$6.40 萬<0.1%歷史
CBRECbre Group, Inc.CL A455$6.38 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock143$6.37 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock781$6.36 萬<0.1%歷史
JKHYJack Henry & Associates IncStock350$6.31 萬<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF756$6.25 萬<0.1%–