Atticus Wealth Management, LLC
- SEC CIK
- 0001800234
- 最新申報
- 2026/7/15
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/15 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 177
- 較 2026 年第 1 季 −4
- 總值
- $4.20 億
- 較 2026 年第 1 季 +$5,121 萬 (+13.9%)
| 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 | 127,732 | $9,539 萬 | 22.7% | −2,935−2.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 204,824 | $2,543 萬 | 6.1% | +1,320+0.6% | 加碼依 4 比 1 拆股換算 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 644,710 | $2,487 萬 | 5.9% | +626,597+3,459.4% | 加碼 | – |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 432,170 | $2,153 萬 | 5.1% | +95,583+28.4% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 507,709 | $1,713 萬 | 4.1% | +33,006+7.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 48,843 | $1,413 萬 | 3.4% | −440−0.9% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 27,944 | $1,022 萬 | 2.4% | −900−3.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 70,473 | $795.5 萬 | 1.9% | +1,394+2.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,799 | $795.2 萬 | 1.9% | +371+3.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 70,278 | $571.1 萬 | 1.4% | −40.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,907 | $556.1 萬 | 1.3% | +67+0.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,292 | $500.9 萬 | 1.2% | −632−2.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 13,216 | $486.9 萬 | 1.2% | −386−2.8% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,501 | $482.0 萬 | 1.1% | −343−1.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 77,884 | $473.5 萬 | 1.1% | −180,128−69.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,062 | $431.1 萬 | 1.0% | −459−3.7% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 11,729 | $403.4 萬 | 1.0% | −45−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 31,866 | $379.2 萬 | 0.9% | −501−1.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 17,881 | $357.8 萬 | 0.9% | −999−5.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,889 | $354.3 萬 | 0.8% | −1,842−7.2% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 84,473 | $348.9 萬 | 0.8% | −6,388−7.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,085 | $343.2 萬 | 0.8% | −84−0.9% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 30,619 | $337.9 萬 | 0.8% | +12,567+69.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,466 | $320.9 萬 | 0.8% | −423−3.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 29,860 | $310.2 萬 | 0.7% | +835+2.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 4,159 | $300.7 萬 | 0.7% | −3−0.1% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 24,673 | $294.9 萬 | 0.7% | +169+0.7% | 加碼依 8 比 1 拆股換算 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 59,533 | $284.4 萬 | 0.7% | −3,100−4.9% | 減碼 | – |
| Defiance Quantum ETF26922A420 | ETF | 16,845 | $278.6 萬 | 0.7% | +4,101+32.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,971 | $277.9 萬 | 0.7% | −102−3.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,496 | $248.4 萬 | 0.6% | +28+0.3% | 加碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 54,628 | $242.3 萬 | 0.6% | −400−0.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,354 | $240.7 萬 | 0.6% | −59−0.8% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,811 | $238.1 萬 | 0.6% | +1,308+3.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,350 | $225.0 萬 | 0.5% | +16+0.3% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 21,747 | $222.5 萬 | 0.5% | −2,860−11.6% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 19,733 | $220.1 萬 | 0.5% | +5,343+37.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 6,114 | $216.0 萬 | 0.5% | +359+6.2% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 14,718 | $215.4 萬 | 0.5% | −155−1.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 45,848 | $210.4 萬 | 0.5% | −200−0.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 17,856 | $208.3 萬 | 0.5% | +7,347+69.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,674 | $200.2 萬 | 0.5% | +711+36.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,664 | $199.6 萬 | 0.5% | +9+0.5% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 24,737 | $190.7 萬 | 0.5% | −206−0.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,330 | $188.0 萬 | 0.4% | −162−2.9% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,120 | $185.4 萬 | 0.4% | +5,246+600.2% | 加碼 | – |
| NEENextera Energy Inc | Stock | 20,645 | $181.2 萬 | 0.4% | −390−1.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,989 | $179.9 萬 | 0.4% | −9−0.2% | 減碼 | – |
| VVisa Inc. | Stock | 4,892 | $167.8 萬 | 0.4% | +63+1.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,612 | $147.9 萬 | 0.4% | −893−6.6% | 減碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 34,296 | $147.7 萬 | 0.4% | −125−0.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 7,031 | $147.0 萬 | 0.3% | +997+16.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,605 | $146.7 萬 | 0.3% | +283+12.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,902 | $130.6 萬 | 0.3% | +73+4.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,125 | $128.9 萬 | 0.3% | −614−7.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,182 | $126.8 萬 | 0.3% | +353+19.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,446 | $122.7 萬 | 0.3% | −86−0.8% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 7,955 | $122.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 24,178 | $119.4 萬 | 0.3% | +3,076+14.6% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 18,022 | $118.2 萬 | 0.3% | −3,675−16.9% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 966 | $113.4 萬 | 0.3% | −5−0.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,814 | $111.8 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,417 | $108.6 萬 | 0.3% | −69−0.9% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 13,784 | $108.5 萬 | 0.3% | +2,001+17.0% | 加碼 | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 28,466 | $108.4 萬 | 0.3% | +14,164+99.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,791 | $107.2 萬 | 0.3% | −195−2.4% | 減碼 | – |
| CMICummins Inc | Stock | 1,431 | $102.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,732 | $98.9 萬 | 0.2% | +76+0.4% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,929 | $96.7 萬 | 0.2% | +5+0.1% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 2,829 | $94.7 萬 | 0.2% | −16−0.6% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 11,643 | $94.5 萬 | 0.2% | +507+4.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,395 | $93.8 萬 | 0.2% | −1,142−15.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 450 | $89.5 萬 | 0.2% | +23+5.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 21,778 | $87.5 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 2,536 | $86.5 萬 | 0.2% | −181−6.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,645 | $84.5 萬 | 0.2% | +44+2.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,183 | $80.1 萬 | 0.2% | −32−1.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,799 | $79.6 萬 | 0.2% | −9−0.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,388 | $79.0 萬 | 0.2% | +593+12.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,185 | $78.9 萬 | 0.2% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 15,634 | $77.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,756 | $74.0 萬 | 0.2% | +56+1.0% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 18,010 | $72.5 萬 | 0.2% | +622+3.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 12,654 | $71.5 萬 | 0.2% | +318+2.6% | 加碼 | – |
| ORIOld Republic International Corp | COM | 17,452 | $71.4 萬 | 0.2% | +210+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 7,109 | $70.1 萬 | 0.2% | −13,146−64.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,698 | $68.5 萬 | 0.2% | +53+2.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,829 | $66.0 萬 | 0.2% | +46+0.8% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 4,203 | $65.6 萬 | 0.2% | −254−5.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,304 | $64.8 萬 | 0.2% | +1,327+135.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,841 | $63.1 萬 | 0.2% | −788−8.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 14,559 | $62.9 萬 | 0.1% | −1,279−8.1% | 減碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 14,488 | $61.1 萬 | 0.1% | −2,152−12.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,380 | $57.8 萬 | 0.1% | −79−3.2% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,122 | $57.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,498 | $57.1 萬 | 0.1% | −1,449−9.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,467 | $56.8 萬 | 0.1% | −1,166−9.2% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 2,166 | $55.4 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,271 | $55.3 萬 | 0.1% | −32−1.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 18,677 | $55.0 萬 | 0.1% | +2,651+16.5% | 加碼 | – |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 6,033 | $102.4 萬 | 0.3% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $71.8 萬 | 0.2% | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 5,834 | $41.9 萬 | 0.1% | – |
| WECWec Energy Group, Inc. | Stock | 2,350 | $27.2 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,653 | $26.3 萬 | 0.1% | – |
| BSXBoston Scientific Corp | Stock | 4,086 | $25.6 萬 | 0.1% | 歷史 |
| CMECME Group Inc. | COM | 845 | $25.0 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,332 | $24.9 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,371 | $24.8 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 987 | $23.6 萬 | 0.1% | 歷史 |
| Ea Series Trust02072L581 | STRIVE 1000 DIV | 6,563 | $23.3 萬 | 0.1% | – |
| TSCOTractor Supply Co | COM | 4,500 | $20.4 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,284 | $20.2 萬 | 0.1% | 歷史 |