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
CGDG CAPITAL GROUP DIVIDEND GROWE $104.17万0.01%27,770 8,84746.8% $33.19万 加仓
NEAR ISHARES U S ETF TR $104.23万0.01%20,574 3,50520.5% $17.76万 加仓
IMO IMPERIAL OIL LTD $104.42万0.01%9,321 -69-0.7% -$7,730 减仓
WPM WHEATON PRECIOUS METALS CORP $104.54万0.01%9,307 -234-2.5% -$2.63万 减仓
ACIW ACI WORLDWIDE INC $104.82万0.01%20,844 -1,148-5.2% -$5.77万 减仓
JLL JONES LANG LASALLE INC $105.09万0.01%3,391 1795.6% $5.55万 加仓
SMTC SEMTECH CORP $105.15万0.01%6,497 -1,134-14.9% -$18.35万 减仓
DINO HF SINCLAIR CORP $106.10万0.01%15,233 -502-3.2% -$3.50万 减仓
MHK MOHAWK INDS INC $106.27万0.01%8,759 2,80047.0% $33.97万 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $106.36万0.01%24,123 -1,860-7.2% -$8.20万 减仓
CF CF INDUSTRIES HOLD $106.44万0.01%9,831 2,54634.9% $27.56万 加仓
BAX BAXTER INTL INC $106.62万0.01%50,012 6,61715.2% $14.11万 加仓
— TIDAL TRUST I $106.65万0.01%36,772 3040.8% $8,817 加仓
RWJ INVESCO EXCH TRADED FD TR II $107.27万0.01%18,028 -343-1.9% -$2.04万 减仓
BRC BRADY CORP $107.72万0.01%11,764 2,06721.3% $18.93万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $108.49万0.01%52,500 -82,105-61.0% -$169.67万 减仓
BSCZ INVESCO EXCH TRD SLF IDX FD $108.52万0.01%53,015 -82,361-60.8% -$168.59万 减仓
IGF ISHARES TR $108.54万0.01%16,297 -39,364-70.7% -$262.16万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $108.54万0.01%51,551 -80,395-60.9% -$169.27万 减仓
RLI RLI CORP $108.65万0.01%18,393 -3,817-17.2% -$22.55万 减仓
BSCW INVESCO EXCH TRD SLF IDX FD $108.73万0.01%53,013 -82,554-60.9% -$169.32万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $108.77万0.01%4,514 1,35042.7% $32.53万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $108.80万0.01%66,402 -102,932-60.8% -$168.65万 减仓
UHAL/B U HAUL HOLDING COMPANY $108.86万0.01%18,867 -50-0.3% -$2,885 减仓
LRGF ISHARES TR $109.24万0.01%14,444 4,31042.5% $32.60万 加仓
VOOV VANGUARD ADMIRAL FDS INC $109.40万0.01%4,991 3,075160.5% $67.40万 加仓
DEFR ETF SER SOLUTIONS $109.60万0.01%40,977 1,6834.3% $4.50万 加仓
BJUL INNOVATOR ETFS TRUST $109.60万0.01%20,181 -1,254-5.9% -$6.81万 减仓
NOVT NOVANTA INC $109.67万0.01%6,760 1,56430.1% $25.37万 加仓
BOCT INNOVATOR ETFS TRUST $109.79万0.01%20,706 -1,263-5.7% -$6.70万 减仓
BJAN INNOVATOR ETFS TRUST $110.00万0.01%18,685 -1,148-5.8% -$6.76万 减仓
YUMC YUM CHINA HLDGS INC $110.06万0.01%26,929 -2,931-9.8% -$11.98万 减仓
WPC WP CAREY INC $110.30万0.01%15,426 1,78313.1% $12.75万 加仓
CLX CLOROX CO DEL $110.60万0.01%11,589 2,52327.8% $24.08万 加仓
CNEQ THE ALGER ETF TRUST $110.71万0.01%26,826 -183-0.7% -$7,552 减仓
— RBB FD INC $110.78万0.01%24,506 2,1619.7% $9.77万 加仓
VGLT VANGUARD SCOTTSDALE FDS $111.45万0.01%20,198 20,198— $111.45万 新建仓
FHB FIRST HAWAIIAN INC $111.46万0.01%38,042 -1,446-3.7% -$4.24万 减仓
PPA INVESCO EXCHANGE TRADED FD T $111.68万0.01%6,322 -96-1.5% -$1.70万 减仓
JCPI J P MORGAN EXCHANGE TRADED F $112.06万0.01%23,419 23,419— $112.06万 新建仓
STZ CONSTELLATION BRANDS INC $112.19万0.01%8,066 4325.7% $6.01万 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $112.40万0.01%16,747 -2,248-11.8% -$15.09万 减仓
ELS EQUITY LIFESTYLE PROPERTIES $112.56万0.01%17,465 -1,706-8.9% -$11.00万 减仓
XLP SELECT SECTOR SPDR TR $112.58万0.01%13,552 -49,434-78.5% -$410.65万 减仓
AVDE AMERICAN CENTY ETF TR $112.68万0.01%12,632 4904.0% $4.37万 加仓
CYTK CYTOKINETICS INC $112.98万0.01%13,262 2822.2% $2.40万 加仓
OSK OSHKOSH CORP $113.44万0.01%7,391 -384-4.9% -$5.89万 减仓
CPB THE CAMPBELLS COMPANY $113.56万0.01%50,994 50,994— $113.56万 新建仓
WCN WASTE CONNECTIONS INC $113.60万0.01%6,815 -268-3.8% -$4.47万 减仓
GBCI GLACIER BANCORP INC NEW $113.70万0.01%22,043 -861-3.8% -$4.44万 减仓
BAPR INNOVATOR ETFS TRUST $113.93万0.01%21,392 -1,300-5.7% -$6.92万 减仓
IDA IDACORP INC $114.00万0.01%7,535 -2,893-27.7% -$43.77万 减仓
IBN ICICI BANK LIMITED $114.15万0.01%39,321 2200.6% $6,387 加仓
MFG MIZUHO FINANCIAL GROUP INC $114.73万0.01%119,764 25,38526.9% $24.32万 加仓
BBY BEST BUY INC $114.89万0.01%15,142 -848-5.3% -$6.43万 减仓
HLI HOULIHAN LOKEY INC $115.31万0.01%8,597 -6,825-44.3% -$91.54万 减仓
CLSE TRUST FOR PROFESSIONAL MANAG $115.36万0.01%33,795 13,79669.0% $47.09万 加仓
GGG GRACO INC $115.57万0.01%15,285 -817-5.1% -$6.18万 减仓
ALGN ALIGN TECHNOLOGY INC $115.65万0.01%6,857 -1,391-16.9% -$23.46万 减仓
— FIRST TR EXCHNG TRADED FD VI $115.80万0.01%33,927 -1,238-3.5% -$4.23万 减仓
FSIG FIRST TR EXCHANGE-TRADED FD $116.70万0.01%61,891 1,5342.5% $2.89万 加仓
WEX WEX INC $116.75万0.01%8,275 2,52844.0% $35.67万 加仓
TTAN SERVICETITAN INC $116.78万0.01%16,516 -12,167-42.4% -$86.03万 减仓
NOV NOV INC $116.83万0.01%62,984 -1,974-3.0% -$3.66万 减仓
CNQ CANADIAN NAT RES LTD MED TER $117.46万0.01%29,736 9,09644.1% $35.93万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $117.78万0.01%13,681 3,44833.7% $29.68万 加仓
MOD MODINE MFG CO $117.84万0.01%4,413 -439-9.0% -$11.72万 减仓
CMC COMMERCIAL METALS CO $117.90万0.01%18,789 -1,502-7.4% -$9.43万 减仓
F FORD MTR CO $118.07万0.01%84,943 -9,433-10.0% -$13.11万 减仓
MELI MERCADOLIBRE INC $118.31万0.01%697 -250-26.4% -$42.43万 减仓
FEOE RBB FUND TRUST $118.81万0.01%22,249 2121.0% $1.13万 加仓
AOS SMITH A O CORP $119.23万0.01%19,010 3672.0% $2.30万 加仓
VCRB VANGUARD MALVERN FDS $119.41万0.01%15,462 1,3859.8% $10.70万 加仓
SPIB SPDR SERIES TRUST $119.49万0.01%35,710 -2,860-7.4% -$9.57万 减仓
VLY VALLEY NATL BANCORP $119.66万0.01%81,680 1,2441.5% $1.82万 加仓
ADM ARCHER DANIELS MIDLAND CO $120.12万0.01%15,723 4,71142.8% $35.99万 加仓
AAON AAON INC $120.17万0.01%9,472 5155.7% $6.53万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $120.19万0.01%35,350 -11,910-25.2% -$40.49万 减仓
EWU ISHARES TR $120.37万0.01%26,088 26,088— $120.37万 新建仓
SBS COMPANHIA DE SANEAMENTO BASI $120.41万0.01%208,317 -2,413-1.1% -$1.39万 减仓
RY ROYAL BK CDA $120.42万0.01%5,818 -118-2.0% -$2.44万 减仓
DLN WISDOMTREE TR $120.52万0.01%12,512 460.4% $4,431 加仓
FNV FRANCO NEV CORP $120.86万0.01%5,798 3426.3% $7.13万 加仓
TTMI TTM TECHNOLOGIES INC $120.91万0.01%6,465 -138-2.1% -$2.58万 减仓
SPHD INVESCO EXCH TRADED FD TR II $121.11万0.01%23,821 6,94641.2% $35.31万 重新持有
HDB HDFC BANK LTD $121.83万0.01%47,164 -21,539-31.4% -$55.64万 减仓
TXT TEXTRON INC $121.88万0.01%13,287 -1,392-9.5% -$12.77万 减仓
WAT WATERS CORP $121.89万0.01%3,250 -455-12.3% -$17.06万 减仓
CNP CENTERPOINT ENERGY INC $122.15万0.01%27,737 8,19241.9% $36.08万 加仓
CHD CHURCH & DWIGHT CO INC $122.19万0.01%12,613 -3,002-19.2% -$29.08万 减仓
IMKTA INGLES MKTS INC $122.31万0.01%13,808 3,16229.7% $28.01万 加仓
FLS FLOWSERVE CORP $123.26万0.01%16,621 9,995150.8% $74.12万 加仓
IBP INSTALLED BLDG PRODS INC $123.71万0.01%5,382 -1,578-22.7% -$36.27万 减仓
IQDF FLEXSHARES TR $123.91万0.01%35,854 470.1% $1,624 加仓
FJP FIRST TR EXCH TRD ALPHDX FD $124.56万0.01%16,319 1831.1% $1.40万 加仓
EVRG EVERGY INC $124.79万0.01%14,438 3,33930.1% $28.86万 加仓
BALL BALL CORP $124.82万0.01%20,003 1,83810.1% $11.47万 加仓
KDP KEURIG DR PEPPER INC $124.95万0.01%38,176 10,43537.6% $34.15万 加仓
BOOT BOOT BARN HLDGS INC $125.19万0.01%7,621 2,25842.1% $37.09万 加仓
WMS ADVANCED DRAIN SYS INC DEL $125.25万0.01%7,979 941.2% $1.48万 加仓