Atria Investments, Inc
Charlotte NC · SEC CIK 0001535865
$99.81亿2026Q2 申报市值
2,111持仓数
15.4%前十大占比 · 第一大 3.2%
219 / 179新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1.33亿
SPY 加仓+$3,875.20万
QINT 新建仓+$3,191.56万
VOO 加仓+$3,044.42万
VTI 加仓+$2,766.83万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$8,650.98万
BIL 减仓-$5,282.32万
AGG 减仓-$4,046.54万
MINT 减仓-$3,676.10万
QUAL 减仓-$3,143.09万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.17亿 | 3.18% | 423,685 | 176,989 | 71.7% | $1.33亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.07亿 | 2.08% | 301,842 | 44,327 | 17.2% | $3,044.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.94亿 | 1.94% | 967,697 | 1,959 | 0.2% | $39.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 1.31% | 349,531 | -29,427 | -7.8% | -$1,097.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.27亿 | 1.27% | 170,306 | 51,893 | 43.8% | $3,875.20万 | 加仓 |
| AAPL | APPLE INC | $1.20亿 | 1.20% | 413,130 | -10,466 | -2.5% | -$302.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.19亿 | 1.19% | 1,382,122 | 250,348 | 22.1% | $2,156.50万 | 加仓 |
| GLD | SPDR GOLD TR | $1.17亿 | 1.17% | 316,251 | 48,054 | 17.9% | $1,770.21万 | 加仓 |
| GOOGL | ALPHABET INC | $1.02亿 | 1.03% | 286,496 | -2,318 | -0.8% | -$82.84万 | 减仓 |
| AMZN | AMAZON COM INC | $1.01亿 | 1.01% | 422,002 | -21,538 | -4.9% | -$513.34万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $9,273.41万 | 0.93% | 1,572,298 | 76,996 | 5.1% | $454.12万 | 加仓 |
| AVGO | BROADCOM INC | $8,991.87万 | 0.90% | 238,038 | -7,814 | -3.2% | -$295.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $8,979.03万 | 0.90% | 242,650 | 74,771 | 44.5% | $2,766.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $8,891.32万 | 0.89% | 407,990 | 26,459 | 6.9% | $576.62万 | 加仓 |
| GOOG | ALPHABET INC | $8,432.12万 | 0.84% | 238,647 | 14,703 | 6.6% | $519.50万 | 加仓 |
| IVW | ISHARES TR | $8,299.60万 | 0.83% | 603,475 | 19,239 | 3.3% | $264.59万 | 加仓 |
| IEMG | ISHARES INC | $8,262.27万 | 0.83% | 997,377 | -278,897 | -21.9% | -$2,310.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,113.68万 | 0.81% | 1,138,763 | 98,134 | 9.4% | $699.20万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7,577.75万 | 0.76% | 1,114,211 | 62,272 | 5.9% | $423.51万 | 加仓 |
| QLTY | GMO ETF TRUST | $7,088.50万 | 0.71% | 1,703,146 | 254,529 | 17.6% | $1,059.35万 | 加仓 |
| META | META PLATFORMS INC | $6,893.97万 | 0.69% | 122,388 | -7,573 | -5.8% | -$426.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,858.88万 | 0.69% | 209,540 | 845 | 0.4% | $27.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,398.75万 | 0.64% | 133,986 | 5,392 | 4.2% | $257.51万 | 加仓 |
| IUSB | ISHARES TR | $6,373.70万 | 0.64% | 1,381,084 | 308,465 | 28.8% | $1,423.57万 | 加仓 |
| BIL | SPDR SERIES TRUST | $6,229.42万 | 0.62% | 679,771 | -576,421 | -45.9% | -$5,282.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,964.00万 | 0.60% | 234,831 | -7,883 | -3.2% | -$200.20万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,956.41万 | 0.60% | 114,022 | -954 | -0.8% | -$49.84万 | 减仓 |
| IVE | ISHARES TR | $5,864.84万 | 0.59% | 258,295 | -51,303 | -16.6% | -$1,164.89万 | 减仓 |
| EFA | ISHARES TR | $5,049.48万 | 0.51% | 486,087 | -111,470 | -18.7% | -$1,157.95万 | 减仓 |
| V | VISA INC | $5,036.91万 | 0.50% | 146,810 | 10 | 0.0% | $3,431 | 加仓 |
| MINT | PIMCO ETF TR | $4,921.59万 | 0.49% | 488,205 | -364,656 | -42.8% | -$3,676.10万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $4,904.98万 | 0.49% | 1,046,955 | 55,203 | 5.6% | $258.63万 | 加仓 |
| MTUM | ISHARES TR | $4,831.98万 | 0.48% | 140,944 | -5,336 | -3.6% | -$182.93万 | 减仓 |
| TSLA | TESLA INC | $4,815.84万 | 0.48% | 114,499 | -4,079 | -3.4% | -$171.56万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,779.65万 | 0.48% | 249,265 | 51,438 | 26.0% | $986.32万 | 加仓 |
| IEFA | ISHARES TR | $4,743.95万 | 0.48% | 491,194 | -65,168 | -11.7% | -$629.39万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $4,531.29万 | 0.45% | 452,406 | 92,323 | 25.6% | $924.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,419.65万 | 0.44% | 231,978 | 34,050 | 17.2% | $648.72万 | 加仓 |
| LLY | ELI LILLY & CO | $4,092.54万 | 0.41% | 34,121 | -3,268 | -8.7% | -$391.97万 | 减仓 |
| EFG | ISHARES TR | $3,948.18万 | 0.40% | 317,327 | 30,735 | 10.7% | $382.40万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $3,946.40万 | 0.40% | 746,717 | -11,826 | -1.6% | -$62.50万 | 减仓 |
| ABBV | ABBVIE INC | $3,883.22万 | 0.39% | 154,317 | 2,030 | 1.3% | $51.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,869.62万 | 0.39% | 233,447 | -6,787 | -2.8% | -$112.50万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,835.40万 | 0.38% | 727,504 | -161,996 | -18.2% | -$854.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,801.70万 | 0.38% | 32,935 | 3,892 | 13.4% | $449.26万 | 加仓 |
| LQD | ISHARES TR | $3,662.06万 | 0.37% | 335,754 | 17,976 | 5.7% | $196.06万 | 加仓 |
| CSCO | CISCO SYS INC | $3,461.75万 | 0.35% | 294,717 | -6,324 | -2.1% | -$74.28万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,388.57万 | 0.34% | 567,695 | 74,802 | 15.2% | $446.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,195.14万 | 0.32% | 176,615 | -13,369 | -7.0% | -$241.86万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $3,191.56万 | 0.32% | 459,685 | 459,685 | — | $3,191.56万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $3,169.16万 | 0.32% | 458,767 | 104,795 | 29.6% | $723.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,166.82万 | 0.32% | 1,143,257 | 191,056 | 20.1% | $529.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,152.25万 | 0.32% | 43,600 | 3,117 | 7.7% | $225.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,024.00万 | 0.30% | 69,785 | 5,274 | 8.2% | $228.54万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,996.92万 | 0.30% | 818,831 | 657,417 | 407.3% | $2,406.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,985.87万 | 0.30% | 71,840 | 10,887 | 17.9% | $452.49万 | 加仓 |
| EEM | ISHARES TR | $2,910.14万 | 0.29% | 425,396 | 296,205 | 229.3% | $2,026.34万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $2,876.54万 | 0.29% | 571,082 | 67,461 | 13.4% | $339.80万 | 加仓 |
| — | EXXON MOBIL CORP | $2,844.25万 | 0.28% | 208,034 | -33,544 | -13.9% | -$458.61万 | 减仓 |
| ORCL | ORACLE CORP | $2,748.80万 | 0.28% | 187,567 | -13,431 | -6.7% | -$196.83万 | 减仓 |
| ASML | ASML HLDG NV | $2,686.24万 | 0.27% | 13,503 | 803 | 6.3% | $159.75万 | 加仓 |
| IWF | ISHARES TR | $2,664.48万 | 0.27% | 214,584 | 45,860 | 27.2% | $569.44万 | 加仓 |
| WMT | WALMART INC | $2,634.21万 | 0.26% | 232,581 | -14,642 | -5.9% | -$165.84万 | 减仓 |
| GOVT | ISHARES TR | $2,589.94万 | 0.26% | 1,136,935 | 74,083 | 7.0% | $168.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,562.78万 | 0.26% | 105,469 | 7,880 | 8.1% | $191.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,552.30万 | 0.26% | 347,678 | 35,113 | 11.2% | $257.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,544.73万 | 0.25% | 69,585 | -1,829 | -2.6% | -$66.89万 | 减仓 |
| DGRO | ISHARES TR | $2,529.15万 | 0.25% | 333,705 | 75,828 | 29.4% | $574.70万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,471.41万 | 0.25% | 823,528 | 119,257 | 16.9% | $357.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,465.48万 | 0.25% | 509,082 | 11,838 | 2.4% | $57.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,451.22万 | 0.25% | 196,475 | -6,284 | -3.1% | -$78.40万 | 减仓 |
| MRK | MERCK & CO INC | $2,445.27万 | 0.24% | 190,293 | -4,124 | -2.1% | -$52.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,431.73万 | 0.24% | 41,861 | 5,146 | 14.0% | $298.93万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,415.83万 | 0.24% | 70,246 | 69,243 | 6,903.6% | $2,381.33万 | 加仓 |
| EFV | ISHARES TR | $2,405.63万 | 0.24% | 314,256 | -380,945 | -54.8% | -$2,916.13万 | 减仓 |
| KO | COCA COLA CO | $2,402.78万 | 0.24% | 295,654 | -19,768 | -6.3% | -$160.65万 | 减仓 |
| IUSG | ISHARES TR | $2,400.06万 | 0.24% | 127,601 | 5,028 | 4.1% | $94.57万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,330.73万 | 0.23% | 58,683 | -362 | -0.6% | -$14.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,289.20万 | 0.23% | 45,748 | -4,047 | -8.1% | -$202.51万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,288.35万 | 0.23% | 383,115 | 24,592 | 6.9% | $146.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,272.78万 | 0.23% | 44,252 | -9,823 | -18.2% | -$504.51万 | 减仓 |
| IYW | ISHARES TR | $2,271.22万 | 0.23% | 90,046 | 13,758 | 18.0% | $347.02万 | 加仓 |
| NFLX | NETFLIX INC. | $2,270.79万 | 0.23% | 318,037 | -28,071 | -8.1% | -$200.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,263.85万 | 0.23% | 74,685 | 11,148 | 17.5% | $337.92万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $2,240.93万 | 0.22% | 705,138 | 115,538 | 19.6% | $367.18万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,171.21万 | 0.22% | 503,643 | -270,775 | -35.0% | -$1,167.31万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,092.03万 | 0.21% | 367,152 | -6,647 | -1.8% | -$37.87万 | 减仓 |
| CAT | CATERPILLAR INC | $2,085.32万 | 0.21% | 19,582 | 2,908 | 17.4% | $309.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,084.03万 | 0.21% | 69,917 | 5,003 | 7.7% | $149.13万 | 加仓 |
| ISCG | ISHARES TR | $2,073.54万 | 0.21% | 316,378 | -7,682 | -2.4% | -$50.35万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,067.40万 | 0.21% | 409,467 | 22,441 | 5.8% | $113.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,055.00万 | 0.21% | 171,937 | -5,031 | -2.8% | -$60.13万 | 减仓 |
| GEV | GE VERNOVA INC | $2,038.34万 | 0.20% | 17,350 | 16 | 0.1% | $1.88万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,028.90万 | 0.20% | 504,576 | 504,576 | — | $2,028.90万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $2,026.21万 | 0.20% | 397,686 | 4,897 | 1.2% | $24.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,990.77万 | 0.20% | 226,533 | 12,277 | 5.7% | $107.89万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,988.59万 | 0.20% | 395,897 | 189,831 | 92.1% | $953.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,958.12万 | 0.20% | 236,946 | -18,627 | -7.3% | -$153.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,944.25万 | 0.19% | 132,587 | -5,901 | -4.3% | -$86.53万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,928.19万 | 0.19% | 247,490 | -89,838 | -26.6% | -$699.93万 | 减仓 |