13F 机构持仓

Atria Investments, Inc

Charlotte NC · SEC CIK 0001535865

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$99.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.2%
VOO 2.1%
NVDA 1.9%
MSFT 1.3%
SPY 1.3%
AAPL 1.2%
VUG 1.2%
GLD 1.2%
GOOGL 1.0%
AMZN 1.0%

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
QQQ INVESCO QQQ TR $00.00%0 -149,884-100.0% -$8,650.98万 清仓
RTX RTX CORPORATION $00.00%0 -77,419-100.0% -$1,493.42万 清仓
COR CENCORA INC $00.00%0 -31,476-100.0% -$988.79万 清仓
— TWO RDS SHARED TR $00.00%0 -907,271-100.0% -$845.16万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -154,518-100.0% -$768.26万 清仓
FPE FIRST TR EXCH TRADED FD III $00.00%0 -428,082-100.0% -$759.85万 清仓
FMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -155,667-100.0% -$754.83万 清仓
PWR QUANTA SVCS INC $00.00%0 -13,428-100.0% -$737.24万 清仓
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -145,836-100.0% -$733.99万 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -138,863-100.0% -$649.88万 清仓
IDMO INVESCO EXCH TRADED FD TR II $00.00%0 -104,179-100.0% -$571.32万 清仓
IBDU ISHARES TR $00.00%0 -224,513-100.0% -$522.22万 清仓
TGT TARGET CORP $00.00%0 -39,570-100.0% -$479.59万 清仓
— MANAGED PORTFOLIO SERIES $00.00%0 -113,760-100.0% -$460.16万 清仓
— NORTHERN LTS FD TR IV $00.00%0 -98,221-100.0% -$435.65万 清仓
FTCS FIRST TR EXCHANGE-TRADED FD $00.00%0 -46,881-100.0% -$434.87万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -14,617-100.0% -$426.36万 清仓
EELV INVESCO EXCH TRADED FD TR II $00.00%0 -136,494-100.0% -$383.28万 清仓
USMF WISDOMTREE TR $00.00%0 -76,698-100.0% -$378.74万 清仓
— COTERRA ENERGY INC $00.00%0 -77,643-100.0% -$272.84万 清仓
FIW FIRST TR EXCHANGE-TRADED FD $00.00%0 -26,168-100.0% -$269.87万 清仓
GLDM WORLD GOLD TR $00.00%0 -23,625-100.0% -$218.98万 清仓
BCS BARCLAYS PLC $00.00%0 -98,109-100.0% -$207.60万 清仓
WWJD NORTHERN LTS FD TR IV $00.00%0 -53,828-100.0% -$201.26万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -103,524-100.0% -$192.21万 清仓
NXT NEXTPOWER INC $00.00%0 -15,673-100.0% -$188.94万 清仓
EEMV ISHARES INC $00.00%0 -27,983-100.0% -$181.14万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,314-100.0% -$171.17万 清仓
BSJR INVESCO EXCH TRD SLF IDX FD $00.00%0 -66,608-100.0% -$148.97万 清仓
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -67,741-100.0% -$146.90万 清仓
VRSN VERISIGN INC $00.00%0 -5,725-100.0% -$142.18万 清仓
HEDG SERIES PORTFOLIOS TR $00.00%0 -44,724-100.0% -$129.61万 清仓
BMO BANK MONTREAL MEDIUM $00.00%0 -9,545-100.0% -$129.18万 清仓
CCL CARNIVAL CORP $00.00%0 -48,187-100.0% -$124.71万 清仓
ASHR DBX ETF TR $00.00%0 -38,048-100.0% -$124.19万 清仓
GL GLOBE LIFE INC $00.00%0 -8,872-100.0% -$123.47万 清仓
EEMA ISHARES INC $00.00%0 -12,823-100.0% -$122.76万 清仓
AMH AMERICAN HOMES 4 RENT $00.00%0 -43,966-100.0% -$122.75万 清仓
CNX CNX RES CORP $00.00%0 -31,056-100.0% -$119.72万 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,797-100.0% -$116.41万 清仓
— SSGA ACTIVE TR $00.00%0 -26,612-100.0% -$113.26万 清仓
FMB FIRST TR EXCH TRADED FD III $00.00%0 -21,869-100.0% -$110.79万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -7,676-100.0% -$109.79万 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -13,117-100.0% -$105.04万 清仓
SPTS SPDR SERIES TRUST $00.00%0 -35,697-100.0% -$104.16万 清仓
BUXX EA SERIES TRUST $00.00%0 -51,240-100.0% -$103.74万 清仓
FTNT FORTINET INC $00.00%0 -11,740-100.0% -$95.94万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -3,994-100.0% -$91.35万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -79,876-100.0% -$86.43万 清仓
FMF FIRST TR EXCHANGE-TRADED FD $00.00%0 -15,790-100.0% -$79.93万 清仓
HTRB HARTFORD FDS EXCHANGE TRADED $00.00%0 -22,697-100.0% -$76.58万 清仓
— TRI POINTE HOMES INC $00.00%0 -15,894-100.0% -$74.27万 清仓
— VOLATILITY SHS TR $00.00%0 -96,604-100.0% -$73.23万 清仓
COMT ISHARES U S ETF TR $00.00%0 -21,040-100.0% -$71.14万 清仓
IYC ISHARES TR $00.00%0 -7,281-100.0% -$70.57万 清仓
— ISHARES TR $00.00%0 -25,968-100.0% -$70.44万 清仓
HUBS HUBSPOT INC $00.00%0 -2,743-100.0% -$66.96万 清仓
CHE CHEMED CORP NEW $00.00%0 -1,688-100.0% -$63.76万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -5,294-100.0% -$63.55万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -8,968-100.0% -$63.23万 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -8,971-100.0% -$59.32万 清仓
HMY HARMONY GOLD MNG LTD $00.00%0 -36,095-100.0% -$55.48万 清仓
SPXC SPX TECHNOLOGIES INC $00.00%0 -2,704-100.0% -$54.06万 清仓
MAIN MAIN STR CAP CORP $00.00%0 -10,088-100.0% -$53.43万 清仓
OMFL INVESCO EXCH TRD SLF IDX FD $00.00%0 -8,744-100.0% -$52.57万 清仓
SHDG ADVISOR MANAGED PORTFOLIOS $00.00%0 -16,454-100.0% -$50.53万 清仓
MMIT NEW YORK LIFE INVTS ACTIVE E $00.00%0 -20,546-100.0% -$49.53万 清仓
VNET VNET GROUP INC $00.00%0 -58,964-100.0% -$49.47万 清仓
— CENTESSA PHARMACEUTICALS PLC $00.00%0 -12,332-100.0% -$48.98万 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 -19,859-100.0% -$48.20万 清仓
ALNT ALLIENT INC $00.00%0 -8,003-100.0% -$47.29万 清仓
FUTU FUTU HLDGS LTD $00.00%0 -3,334-100.0% -$45.60万 清仓
G GENPACT LIMITED $00.00%0 -12,184-100.0% -$45.38万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -12,453-100.0% -$44.46万 清仓
CALX CALIX INC $00.00%0 -8,945-100.0% -$43.82万 清仓
KEP KOREA ELEC PWR CORP $00.00%0 -30,161-100.0% -$42.98万 清仓
XP XP INC $00.00%0 -22,495-100.0% -$42.83万 清仓
GTO INVESCO ACTIVELY MANAGED EXC $00.00%0 -9,108-100.0% -$42.65万 清仓
IYE ISHARES TR $00.00%0 -6,525-100.0% -$42.26万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -10,520-100.0% -$40.91万 清仓
AEO AMERICAN EAGLE OUTFITTERS IN $00.00%0 -23,922-100.0% -$39.95万 清仓
RGLD ROYAL GOLD INC $00.00%0 -1,543-100.0% -$39.27万 清仓
EDV VANGUARD WORLD FD $00.00%0 -6,010-100.0% -$39.03万 清仓
— TOPBUILD COR $00.00%0 -1,111-100.0% -$39.03万 清仓
QQH NORTHERN LTS FD TR III $00.00%0 -5,442-100.0% -$38.00万 清仓
TILE INTERFACE INC $00.00%0 -15,220-100.0% -$37.93万 清仓
HMC HONDA MOTOR CO LTD $00.00%0 -15,404-100.0% -$37.45万 清仓
GIL GILDAN ACTIVEWEAR INC $00.00%0 -6,443-100.0% -$35.86万 清仓
FAAR FIRST TR EXCHANGE TRAD FD VI $00.00%0 -10,473-100.0% -$35.34万 清仓
AMRC AMERESCO INC $00.00%0 -13,756-100.0% -$35.08万 清仓
LGH NORTHERN LTS FD TR III $00.00%0 -6,120-100.0% -$34.86万 清仓
SSB SOUTHSTATE BK CORP $00.00%0 -3,747-100.0% -$34.67万 清仓
IT GARTNER INC $00.00%0 -2,178-100.0% -$34.49万 清仓
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 -13,903-100.0% -$34.44万 清仓
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,818-100.0% -$34.13万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -7,915-100.0% -$34.00万 清仓
MUNI PIMCO ETF TR $00.00%0 -6,443-100.0% -$33.63万 清仓
GCT GIGACLOUD TECHNOLOGY INC $00.00%0 -7,324-100.0% -$33.24万 清仓
EVUS ISHARES TR $00.00%0 -10,300-100.0% -$32.79万 清仓
DOCU DOCUSIGN INC $00.00%0 -6,691-100.0% -$31.72万 清仓