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
NTES NETEASE COM INC $152.67万0.02%11,914 2001.7% $2.56万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $152.81万0.02%4,365 -2,551-36.9% -$89.30万 减仓
IHG INTERCONTINENTAL HOTELS GROU $153.36万0.02%8,859 -157-1.7% -$2.72万 减仓
NOK NOKIA CORP $153.85万0.02%115,855 88,688326.5% $117.78万 加仓
VPL VANGUARD INTL EQUITY INDEX F $153.90万0.02%13,302 4153.2% $4.80万 加仓
JMBS JANUS DETROIT STR TR $153.92万0.02%34,213 -752-2.2% -$3.38万 减仓
MIDD MIDDLEBY CORP $154.16万0.02%8,962 3,42561.9% $58.91万 加仓
AER AERCAP HOLDINGS NV $154.79万0.02%10,618 2122.0% $3.09万 加仓
VEEV VEEVA SYS INC $155.00万0.02%8,734 5807.1% $10.29万 加仓
GPC GENUINE PARTS CO $155.34万0.02%13,167 1,0849.0% $12.79万 加仓
VONE VANGUARD SCOTTSDALE FDS $155.66万0.02%4,595 -423-8.4% -$14.33万 减仓
FBK FB FINL CORP $155.83万0.02%28,154 -12,945-31.5% -$71.65万 减仓
OTIS OTIS WORLDWIDE CORP $155.84万0.02%21,765 -980-4.3% -$7.02万 减仓
SUB ISHARES TR $155.88万0.02%14,641 -11,200-43.3% -$119.25万 减仓
SPHY SPDR SERIES TRUST $156.48万0.02%66,756 41,763167.1% $97.89万 加仓
VSS VANGUARD INTL EQUITY INDEX F $156.87万0.02%10,167 8,032376.2% $123.93万 加仓
NVT NVENT ELEC PLC $156.92万0.02%9,252 -5,900-38.9% -$100.07万 减仓
ILCG ISHARES TR $159.31万0.02%13,614 5,55869.0% $65.04万 加仓
JSTC TIDAL TRUST I $159.71万0.02%69,806 -3,797-5.2% -$8.69万 减仓
NI NISOURCE INC $159.75万0.02%33,596 -2,893-7.9% -$13.76万 减仓
— ISHARES TR $160.12万0.02%64,309 64,309— $160.12万 新建仓
ARM ARM HOLDINGS PLC $160.80万0.02%4,535 3,038202.9% $107.72万 加仓
— INNOVATOR ETFS TRUST $160.81万0.02%59,494 23,95067.4% $64.74万 加仓
KB KB FINL GROUP INC $161.39万0.02%15,377 1,48010.6% $15.53万 加仓
CPAY CORPAY INC $161.46万0.02%4,845 2,29590.0% $76.48万 加仓
WWD WOODWARD INC $161.83万0.02%3,804 79926.6% $33.99万 加仓
VCR VANGUARD WORLD FD $161.98万0.02%4,084 -283-6.5% -$11.22万 减仓
ROAD CONSTRUCTION PARTNERS INC $162.79万0.02%13,706 850.6% $1.01万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $162.80万0.02%33,457 -1,798-5.1% -$8.75万 减仓
UAL UNITED AIRLS HLDGS INC $162.83万0.02%11,974 -8,609-41.8% -$117.07万 减仓
TECK TECK RESOURCES LTD $163.23万0.02%27,452 -2,576-8.6% -$15.32万 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $163.39万0.02%20,625 1,5998.4% $12.67万 加仓
STT STATE STR CORP $163.53万0.02%9,642 -381-3.8% -$6.46万 减仓
CACC CREDIT ACCEP CORP MICH $165.49万0.02%2,599 66534.4% $42.34万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $165.93万0.02%20,138 8,56374.0% $70.56万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $166.06万0.02%18,482 4,72134.3% $42.42万 加仓
— ADVISORS INNER CIRCLE FD II $166.51万0.02%60,018 -10,077-14.4% -$27.96万 减仓
FLGV FRANKLIN TEMPLETON ETF TR $166.65万0.02%82,175 5,8597.7% $11.88万 加仓
HLN HALEON PLC $166.94万0.02%178,931 12,3237.4% $11.50万 加仓
IXJ ISHARES TR $167.16万0.02%16,991 13,076334.0% $128.64万 加仓
DTM DT MIDSTREAM INC $167.26万0.02%11,398 -4,303-27.4% -$63.14万 减仓
TSN TYSON FOODS INC $168.04万0.02%29,352 6,93330.9% $39.69万 加仓
RONB BARON ETF TR $168.18万0.02%68,928 68,928— $168.18万 新建仓
BANF BANCFIRST CORP $168.32万0.02%15,147 -196-1.3% -$2.18万 减仓
RRX REGAL REXNORD CORPORATION $168.48万0.02%7,073 -167-2.3% -$3.98万 减仓
VTR VENTAS INC $168.66万0.02%18,994 8,22776.4% $73.05万 加仓
GPIQ GOLDMAN SACHS ETF TR $169.82万0.02%28,633 28,633— $169.82万 新建仓
LALT FIRST TR EXCHNG TRADED FD VI $170.60万0.02%70,993 70,993— $170.60万 新建仓
FDS FACTSET RESH SYS INC $170.64万0.02%7,417 -706-8.7% -$16.24万 减仓
SW SMURFIT WESTROCK PLC $170.84万0.02%36,931 3,54010.6% $16.38万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $171.05万0.02%13,015 -2,281-14.9% -$29.98万 减仓
HAL HALLIBURTON CO $171.22万0.02%50,433 14,05638.6% $47.72万 加仓
WTFC WINTRUST FINL CORP $171.91万0.02%10,696 2582.5% $4.15万 加仓
GSLC GOLDMAN SACHS ETF TR $172.79万0.02%12,178 7,348152.1% $104.26万 加仓
NWG NATWEST GROUP PLC $173.18万0.02%98,232 -28,367-22.4% -$50.01万 减仓
CSGP COSTAR GROUP INC $173.26万0.02%61,179 -20,642-25.2% -$58.46万 减仓
FRT FEDERAL RLTY INVT TR NEW $173.47万0.02%14,053 8,169138.8% $100.84万 加仓
BWA BORGWARNER INC $173.52万0.02%26,133 6,73234.7% $44.70万 加仓
UBSI UNITED BANKSHARES INC WEST V $173.53万0.02%37,864 -1,558-4.0% -$7.14万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $173.69万0.02%6,948 -728-9.5% -$18.20万 减仓
PSA PUBLIC STORAGE $173.69万0.02%5,457 2324.4% $7.38万 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $174.10万0.02%38,586 1,3863.7% $6.25万 加仓
MKSI MKS INC. $174.27万0.02%3,918 79525.5% $35.36万 加仓
IJK ISHARES TR $174.86万0.02%14,882 6,92287.0% $81.33万 加仓
BRO BROWN & BROWN INC $174.97万0.02%27,275 6652.5% $4.27万 加仓
HXL HEXCEL CORP NEW $175.86万0.02%17,575 2,89719.7% $28.99万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $176.06万0.02%6,474 2,07647.2% $56.46万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $176.40万0.02%24,405 24,405— $176.40万 新建仓
BABA ALIBABA GROUP HLDG LTD $176.52万0.02%18,391 -19,659-51.7% -$188.69万 减仓
RYAAY RYANAIR HOLDINGS PLC $176.59万0.02%27,273 -6,335-18.8% -$41.02万 减仓
NVR NVR INC $177.15万0.02%260 239.7% $15.67万 加仓
FV FIRST TR EXCHANGE TRADED FD $177.28万0.02%23,363 -2,037-8.0% -$15.46万 减仓
STAG STAG INDUSTRIAL INC $177.33万0.02%46,592 2,3195.2% $8.83万 加仓
IBTJ ISHARES TR $177.54万0.02%82,003 -6,502-7.3% -$14.08万 减仓
XBI SPDR SERIES TRUST $178.42万0.02%11,275 3,03536.8% $48.03万 加仓
BPOP POPULAR INC $178.73万0.02%10,886 -1,874-14.7% -$30.77万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $179.35万0.02%50,895 4,71910.2% $16.63万 加仓
CNC CENTENE CORP DEL $179.64万0.02%27,986 5,89426.7% $37.83万 加仓
FREL FIDELITY COVINGTON TRUST $180.03万0.02%61,443 13,46228.1% $39.44万 加仓
— TORTOISE CAPITAL SERIES TRUS $180.11万0.02%32,208 -2,568-7.4% -$14.36万 减仓
PAVE GLOBAL X FDS $180.34万0.02%30,607 13,46678.6% $79.34万 加仓
TKO TKO GROUP HOLDINGS INC $180.42万0.02%8,962 2,79945.4% $56.35万 加仓
ATO ATMOS ENERGY CORP $180.76万0.02%10,493 -9,703-48.0% -$167.16万 减仓
XLRE SELECT SECTOR SPDR TR $181.24万0.02%41,163 2,1715.6% $9.56万 加仓
BE BLOOM ENERGY CORP $181.83万0.02%6,007 6,007— $181.83万 新建仓
HYG ISHARES TR $182.58万0.02%22,832 -10,775-32.1% -$86.17万 减仓
INTU INTUIT $182.59万0.02%6,996 -10,855-60.8% -$283.31万 减仓
PHM PULTE GROUP INC $182.80万0.02%13,322 7275.8% $9.98万 加仓
ROK ROCKWELL AUTOMATION INC $182.87万0.02%3,694 952.6% $4.70万 加仓
COO COOPER COS INC $183.26万0.02%25,556 -7,996-23.8% -$57.34万 减仓
CP CANADIAN PACIFIC KANSAS CITY $183.75万0.02%21,206 6213.0% $5.38万 加仓
EES WISDOMTREE TR $183.79万0.02%27,111 -17,084-38.7% -$115.81万 减仓
QHY WISDOMTREE TR $183.79万0.02%40,121 -13,424-25.1% -$61.50万 减仓
A AGILENT TECHNOLOGIES INC $184.74万0.02%13,908 1,0227.9% $13.58万 加仓
HII HUNTINGTON INGALLS INDS INC $185.06万0.02%6,612 -5,141-43.7% -$143.89万 减仓
COHR COHERENT CORP $185.35万0.02%4,699 -1,242-20.9% -$48.99万 减仓
CMS CMS ENERGY CORP $185.83万0.02%24,292 2,32010.6% $17.75万 加仓
XYL XYLEM INC $185.97万0.02%15,732 -3,440-17.9% -$40.67万 减仓
HSBC HSBC HLDGS PLC $186.87万0.02%19,652 -7,224-26.9% -$68.69万 减仓
WAB WABTEC $187.07万0.02%6,939 1,73433.3% $46.75万 加仓