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
LYB LYONDELLBASELL INDUSTRIES NV $86.98万0.01%16,520 3,40025.9% $17.90万 加仓
DXCM DEXCOM INC $87.03万0.01%12,923 -5,250-28.9% -$35.36万 减仓
ADC AGREE RLTY CORP $87.36万0.01%11,535 -5,376-31.8% -$40.72万 减仓
INVX INNOVEX INTERNATIONAL INC $87.44万0.01%35,258 5591.6% $1.39万 加仓
ORA ORMAT TECHNOLOGIES INC $87.46万0.01%8,031 6,084312.5% $66.26万 重新持有
JXN JACKSON FINANCIAL INC $87.50万0.01%8,545 -443-4.9% -$4.54万 减仓
TDTT FLEXSHARES TR $87.66万0.01%36,664 5,78418.7% $13.83万 加仓
HTO H2O AMERICA $87.87万0.01%14,459 -2,024-12.3% -$12.30万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $88.17万0.01%424 5715.5% $11.85万 加仓
AKAM AKAMAI TECHNOLOGIES INC $88.33万0.01%7,472 2773.8% $3.27万 加仓
RAAX VANECK ETF TRUST $88.38万0.01%22,280 22,280— $88.38万 新建仓
HBAN HUNTINGTON BANCSHARES INC $88.52万0.01%49,928 -85,184-63.0% -$151.03万 减仓
DSI ISHARES TR $88.57万0.01%6,220 -1,298-17.3% -$18.48万 减仓
ITUB ITAU UNIBANCO HLDG S A $88.58万0.01%108,418 -6,200-5.4% -$5.07万 减仓
BNDC FLEXSHARES TR $88.61万0.01%40,108 2060.5% $4,551 加仓
BLDR BUILDERS FIRSTSOURCE INC $89.54万0.01%10,006 91310.0% $8.17万 加仓
CVNA CARVANA CO $89.70万0.01%13,628 6,69896.7% $44.09万 加仓
UFPT UFP TECHNOLOGIES INC $89.85万0.01%3,389 49817.2% $13.20万 加仓
CRVL CORVEL CORP $89.90万0.01%14,380 -259-1.8% -$1.62万 减仓
CUZ COUSINS PPTYS INC $90.38万0.01%30,147 1,8146.4% $5.44万 加仓
KLIC KULICKE & SOFFA INDS INC $90.60万0.01%6,773 6,773— $90.60万 新建仓
IRT INDEPENDENCE RLTY TR INC $90.92万0.01%54,473 -910-1.6% -$1.52万 减仓
FDVV FIDELITY COVINGTON TRUST $91.31万0.01%15,145 -18,199-54.6% -$109.72万 减仓
HYBL SSGA ACTIVE TR $91.33万0.01%32,676 -2,712-7.7% -$7.58万 减仓
PNR PENTAIR PLC $91.64万0.01%11,954 -5,701-32.3% -$43.70万 减仓
ENFR ALPS ETF TR $91.74万0.01%24,080 1,8708.4% $7.12万 加仓
DVA DAVITA INC $91.84万0.01%4,128 1,78976.5% $39.80万 加仓
USTB VICTORY PORTFOLIOS II $92.47万0.01%18,268 -8,675-32.2% -$43.91万 减仓
JMTG J P MORGAN EXCHANGE TRADED F $92.69万0.01%18,289 790.4% $4,004 加仓
MTN VAIL RESORTS INC $92.90万0.01%6,823 2634.0% $3.58万 加仓
TSPA T ROWE PRICE EXCHANGE-TRADED $93.09万0.01%19,586 -2,534-11.5% -$12.04万 减仓
IX ORIX CORP $93.54万0.01%24,589 -1,436-5.5% -$5.46万 减仓
IJJ ISHARES TR $93.71万0.01%6,343 6,343— $93.71万 新建仓
EMN EASTMAN CHEM CO $93.72万0.01%13,992 -961-6.4% -$6.44万 减仓
KBE SPDR SERIES TRUST $94.07万0.01%13,790 2,77925.2% $18.96万 加仓
BAP CREDICORP LTD $94.15万0.01%2,417 281.2% $1.09万 加仓
LCTU BLACKROCK ETF TRUST $94.16万0.01%11,747 -3,435-22.6% -$27.53万 减仓
P EVERPURE INC $94.19万0.01%11,955 8307.5% $6.54万 加仓
BUFB INNOVATOR ETFS TRUST $94.19万0.01%23,962 12,275105.0% $48.25万 加仓
VLTO VERALTO CORP $94.55万0.01%10,662 -5,947-35.8% -$52.74万 减仓
EPS WISDOMTREE TR $94.86万0.01%12,194 5524.7% $4.29万 加仓
WERN WERNER ENTERPRISES INC $94.86万0.01%21,753 8,34562.2% $36.39万 加仓
PUK PRUDENTIAL PLC $95.00万0.01%35,433 4,22213.5% $11.32万 加仓
SNDR SCHNEIDER NATIONAL INC $95.24万0.01%26,072 1,3735.6% $5.02万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $95.33万0.01%18,038 2,47515.9% $13.08万 加仓
AIPO TIDAL TRUST II $95.59万0.01%28,612 28,612— $95.59万 新建仓
MMSI MERIT MED SYS INC $95.66万0.01%13,796 2,95527.3% $20.49万 加仓
— BITWISE 10 CRYPTO INDEX ETF $95.70万0.01%25,465 1,9478.3% $7.32万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $95.72万0.01%20,051 2,15712.1% $10.30万 加仓
BEN FRANKLIN RESOURCES INC $95.77万0.01%28,785 -8,215-22.2% -$27.33万 减仓
EPD ENTERPRISE PRODS PARTNERS L $95.89万0.01%26,085 110.0% $404 加仓
WKC WORLD KINECT CORPORATION $95.92万0.01%29,121 5,09721.2% $16.79万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $96.08万0.01%12,498 -8,162-39.5% -$62.75万 减仓
EAT BRINKER INTL INC $96.20万0.01%5,726 4829.2% $8.10万 加仓
TYL TYLER TECHNOLOGIES INC $96.42万0.01%3,297 -828-20.1% -$24.22万 减仓
TTEK TETRA TECH INC NEW $96.50万0.01%33,401 -534-1.6% -$1.54万 减仓
IGSB ISHARES TR $96.66万0.01%18,442 -14,225-43.5% -$74.55万 减仓
FICO FAIR ISAAC CORP $96.66万0.01%809 -177-18.0% -$21.15万 减仓
— FIRST TR EXCHNG TRADED FD VI $96.78万0.01%28,706 -1,108-3.7% -$3.74万 减仓
IAI ISHARES TR $96.92万0.01%5,528 460.8% $8,065 加仓
MCHI ISHARES TR $96.95万0.01%19,001 6,41451.0% $32.73万 加仓
FEGE RBB FUND TRUST $97.13万0.01%19,854 19,854— $97.13万 新建仓
EWBC EAST WEST BANCORP INC $97.21万0.01%7,530 1,03115.9% $13.31万 加仓
VIK VIKING HOLDINGS LTD $97.29万0.01%9,295 1,20514.9% $12.61万 加仓
KGC KINROSS GOLD CORP $97.32万0.01%41,203 -12,435-23.2% -$29.37万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $97.67万0.01%3,737 -979-20.8% -$25.59万 减仓
— FIRST TR EXCHANGE-TRADED FD $97.96万0.01%18,007 18,007— $97.96万 新建仓
APTV APTIV PLC $97.97万0.01%15,962 2,81421.4% $17.27万 加仓
IGIB ISHARES TR $98.04万0.01%18,440 -460-2.4% -$2.45万 减仓
TRS TRIMAS CORP $98.15万0.01%21,797 -373-1.7% -$1.68万 减仓
CBT CABOT CORP $98.24万0.01%10,817 3,47547.3% $31.56万 加仓
NTAP NETAPP INC $98.28万0.01%6,350 2774.6% $4.29万 加仓
EMHY ISHARES INC $98.67万0.01%24,265 -12,237-33.5% -$49.76万 减仓
TW TRADEWEB MKTS INC $98.95万0.01%9,929 2973.1% $2.96万 加仓
BXP BXP INC $99.31万0.01%14,977 -464-3.0% -$3.08万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $100.13万0.01%26,007 3,82117.2% $14.71万 加仓
UGI UGI CORP NEW $100.13万0.01%28,990 4,74319.6% $16.38万 加仓
PRK PARK NATL CORP $100.36万0.01%5,484 320.6% $5,856 加仓
ARES ARES MANAGEMENT CORPORATION $100.39万0.01%9,019 -5,777-39.0% -$64.30万 减仓
BWXT BWX TECHNOLOGIES INC $100.51万0.01%5,164 4068.5% $7.90万 加仓
IDV ISHARES TR $100.64万0.01%24,292 -196-0.8% -$8,120 减仓
MEDP MEDPACE HLDGS INC $100.99万0.01%1,907 -3,740-66.2% -$198.07万 减仓
INGR INGREDION INC $101.13万0.01%10,678 4,24165.9% $40.17万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $101.14万0.01%7,385 -8,392-53.2% -$114.93万 减仓
IMCG ISHARES TR $101.19万0.01%10,294 10,294— $101.19万 新建仓
ED CONSOLIDATED EDISON INC $101.41万0.01%9,167 -2,476-21.3% -$27.39万 减仓
EGP EASTGROUP PPTYS INC $101.73万0.01%5,023 -1,380-21.6% -$27.95万 减仓
WTRG ESSENTIAL UTILS INC $102.31万0.01%26,706 -8,492-24.1% -$32.53万 减仓
AROW ARROW FINL CORP $102.47万0.01%24,999 -612-2.4% -$2.51万 减仓
JUCY ETF SER SOLUTIONS $102.61万0.01%46,681 1,5673.5% $3.44万 加仓
OLED UNIVERSAL DISPLAY CORP $102.75万0.01%11,867 -5,633-32.2% -$48.78万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $103.21万0.01%18,506 5,37040.9% $29.95万 加仓
FRDM EA SERIES TRUST $103.47万0.01%14,193 -3,153-18.2% -$22.99万 减仓
CSW CSW INDUSTRIALS INC $103.55万0.01%3,721 521.4% $1.45万 加仓
DOL WISDOMTREE TR $103.64万0.01%13,937 -11,105-44.3% -$82.58万 减仓
ING ING GROEP N.V. $103.86万0.01%33,098 5,22118.7% $16.38万 加仓
FLTR VANECK ETF TRUST $103.91万0.01%40,575 1,2403.2% $3.18万 加仓
CPRT COPART INC $103.96万0.01%36,878 -34,747-48.5% -$97.95万 减仓
NOBL PROSHARES TR $103.98万0.01%18,515 1,87511.3% $10.53万 加仓
NU NU HLDGS LTD $104.06万0.01%77,886 -21,659-21.8% -$28.94万 减仓