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
VXF VANGUARD INDEX FDS $187.12万0.02%7,600 941.3% $2.31万 加仓
NTR NUTRIEN LTD $187.75万0.02%29,825 -3,156-9.6% -$19.87万 减仓
DOC HEALTHPEAK PROPERTIES INC $188.02万0.02%87,860 4,6145.5% $9.87万 加仓
RWL INVESCO EXCH TRADED FD TR II $188.05万0.02%14,719 1811.2% $2.31万 加仓
PJUL INNOVATOR ETFS TRUST $188.50万0.02%38,619 -1,224-3.1% -$5.97万 减仓
DEO DIAGEO PLC $188.80万0.02%23,489 9214.1% $7.40万 加仓
Q QNITY ELECTRONICS INC $188.89万0.02%11,566 -3,684-24.2% -$60.16万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $189.31万0.02%22,950 2,24410.8% $18.51万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $189.95万0.02%42,109 -3,192-7.0% -$14.40万 减仓
VST VISTRA CORP $190.27万0.02%11,995 -462-3.7% -$7.33万 减仓
AVY AVERY DENNISON CORP $190.65万0.02%11,743 6125.5% $9.94万 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $190.79万0.02%5,016 51211.4% $19.47万 加仓
ISPY PROSHARES TR $191.44万0.02%39,727 3,59610.0% $17.33万 加仓
AVT AVNET INC $191.45万0.02%21,555 -5,150-19.3% -$45.74万 减仓
STRL STERLING INFRASTRUCTURE INC $191.54万0.02%2,282 -1,904-45.5% -$159.81万 减仓
HOOD ROBINHOOD MKTS INC $191.76万0.02%19,122 7,58765.8% $76.08万 加仓
HCA HCA HEALTHCARE INC $192.18万0.02%4,929 -319-6.1% -$12.44万 减仓
LYV LIVE NATION ENTERTAINMENT IN $192.50万0.02%10,513 1,93622.6% $35.45万 加仓
GBND GOLDMAN SACHS ETF TR $193.82万0.02%38,335 38,335— $193.82万 新建仓
PAPR INNOVATOR ETFS TRUST $193.98万0.02%45,967 -1,418-3.0% -$5.98万 减仓
SDY SPDR SERIES TRUST $194.46万0.02%12,778 -107-0.8% -$1.63万 减仓
WDAY WORKDAY INC $194.75万0.02%15,908 -239-1.5% -$2.93万 减仓
RKLB ROCKET LAB CORP $194.83万0.02%19,167 9,777104.1% $99.38万 加仓
EXP EAGLE MATLS INC $194.88万0.02%8,661 3834.6% $8.62万 加仓
UNF UNIFIRST CORP MASS $195.52万0.02%7,393 -432-5.5% -$11.42万 减仓
BKCH GLOBAL X FDS $195.69万0.02%26,144 2,3439.8% $17.54万 加仓
SCHZ SCHWAB STRATEGIC TR $195.83万0.02%84,666 73,940689.4% $171.02万 加仓
POCT INNOVATOR ETFS TRUST $195.96万0.02%42,223 610.1% $2,831 加仓
DD DUPONT DE NEMOURS INC $195.97万0.02%14,448 -31,477-68.5% -$426.95万 减仓
PJAN INNOVATOR ETFS TRUST $196.64万0.02%39,734 -1,291-3.1% -$6.39万 减仓
— MANAGED PORTFOLIO SER $196.85万0.02%79,891 11,10416.1% $27.36万 加仓
STLD STEEL DYNAMICS INC $197.76万0.02%8,619 1,05413.9% $24.18万 加仓
XME SPDR SERIES TRUST $198.50万0.02%18,564 1,1326.5% $12.10万 加仓
JKHY HENRY JACK & ASSOC INC $198.58万0.02%14,417 -10,018-41.0% -$137.99万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $198.63万0.02%24,474 -783-3.1% -$6.35万 减仓
VGSH VANGUARD SCOTTSDALE FDS $199.40万0.02%34,261 -12,561-26.8% -$73.10万 减仓
SAIA SAIA INC $200.29万0.02%4,756 -1,325-21.8% -$55.80万 减仓
ROIV ROIVANT SCIENCES LTD $200.30万0.02%56,598 -7,484-11.7% -$26.49万 减仓
WY WEYERHAEUSER CO $200.82万0.02%83,885 4,4495.6% $10.65万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $200.97万0.02%6,676 -3,198-32.4% -$96.27万 减仓
FNDE SCHWAB STRATEGIC TR $201.07万0.02%50,672 27,644120.0% $109.69万 加仓
KIM KIMCO REALTY CORP $201.38万0.02%79,440 5,1196.9% $12.98万 加仓
AYI ACUITY INC $201.48万0.02%5,349 54311.3% $20.45万 加仓
EXC EXELON CORP $201.58万0.02%43,240 5,04713.2% $23.53万 加仓
ARKQ ARK ETF TR $202.32万0.02%15,302 2,20216.8% $29.11万 加仓
TROW PRICE T ROWE GROUP INC $202.49万0.02%17,810 6,95664.1% $79.08万 加仓
USFR WISDOMTREE TR $202.84万0.02%40,286 9,97732.9% $50.23万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $202.97万0.02%45,255 11,35533.5% $50.93万 加仓
CLS CELESTICA INC $203.16万0.02%5,569 1,58739.9% $57.89万 加仓
LII LENNOX INTL INC $204.88万0.02%3,576 -1,697-32.2% -$97.23万 减仓
CL COLGATE PALMOLIVE CO $206.11万0.02%22,481 -6,453-22.3% -$59.16万 减仓
VSAT VIASAT INC $206.14万0.02%22,953 18,124375.3% $162.77万 加仓
JBND J P MORGAN EXCHANGE TRADED F $206.64万0.02%38,624 -27,398-41.5% -$146.58万 减仓
PKG PACKAGING CORP AMER $208.05万0.02%8,731 -1,264-12.6% -$30.12万 减仓
CTAS CINTAS CORP $208.44万0.02%12,255 -2,898-19.1% -$49.29万 减仓
RUSHA RUSH ENTERPRISES INC $209.10万0.02%28,650 -1,247-4.2% -$9.10万 减仓
ALB ALBEMARLE CORP $210.22万0.02%15,568 -260-1.6% -$3.51万 减仓
CEG CONSTELLATION ENERGY CORP $210.82万0.02%8,488 1,59423.1% $39.59万 加仓
QSR RESTAURANT BRANDS INTL INC $210.99万0.02%29,098 2,88511.0% $20.92万 加仓
ES EVERSOURCE ENERGY $211.07万0.02%29,206 -10,418-26.3% -$75.29万 减仓
BALT INNOVATOR ETFS TRUST $211.22万0.02%61,635 -26-0.0% -$891 减仓
LYG LLOYDS BANKING GROUP PLC $211.45万0.02%362,695 -27,459-7.0% -$16.01万 减仓
DLS WISDOMTREE TR $211.52万0.02%25,245 6152.5% $5.15万 加仓
— AVALONBAY CMNTYS INC $213.44万0.02%11,311 -708-5.9% -$13.36万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $213.48万0.02%12,667 1,72815.8% $29.12万 加仓
TWLO TWILIO INC $214.11万0.02%10,377 3,78257.3% $78.03万 加仓
DLR DIGITAL RLTY TR INC $214.23万0.02%11,930 5044.4% $9.05万 加仓
PZA INVESCO EXCH TRADED FD TR II $214.27万0.02%91,101 5530.6% $1.30万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $214.48万0.02%8,147 -276-3.3% -$7.27万 减仓
VRSK VERISK ANALYTICS INC $214.99万0.02%11,975 1,37313.0% $24.65万 加仓
ILMN ILLUMINA INC $215.89万0.02%12,278 -3,248-20.9% -$57.11万 减仓
NLR VANECK ETF TRUST $216.14万0.02%18,636 4,86035.3% $56.37万 加仓
BJ BJS WHSL CLUB HLDGS INC $216.38万0.02%24,809 -3,473-12.3% -$30.29万 减仓
IWO ISHARES TR $216.58万0.02%5,498 1,67543.8% $65.98万 加仓
RGA REINSURANCE GROUP AMER INC $216.94万0.02%10,202 -50-0.5% -$1.06万 减仓
GVA GRANITE CONSTR INC $216.96万0.02%13,725 1,27910.3% $20.22万 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $217.02万0.02%18,969 5,94645.7% $68.03万 加仓
SHYG ISHARES TR $217.31万0.02%51,241 10,28525.1% $43.62万 加仓
USDU WISDOMTREE TR $218.11万0.02%81,535 54,769204.6% $146.51万 加仓
LAMR LAMAR ADVERTISING CO $218.29万0.02%13,995 -2,297-14.1% -$35.83万 减仓
SE SEA LTD $218.73万0.02%22,825 1,2956.0% $12.41万 加仓
CFG CITIZENS FINL GROUP INC $220.20万0.02%31,425 3,09810.9% $21.71万 加仓
O REALTY INCOME CORP $220.20万0.02%35,539 -9,161-20.5% -$56.76万 减仓
CWB SPDR SERIES TRUST $221.31万0.02%20,526 -713-3.4% -$7.69万 减仓
BN BROOKFIELD CORP $222.01万0.02%52,128 5,94212.9% $25.31万 加仓
GOLF ACUSHNET HLDGS CORP $222.34万0.02%18,758 -10,876-36.7% -$128.91万 减仓
LUV SOUTHWEST AIRLS CO $222.70万0.02%43,311 1,9924.8% $10.24万 加仓
IYT ISHARES TR $223.42万0.02%25,754 25,754— $223.42万 新建仓
GATX GATX CORP $223.43万0.02%12,610 -223-1.7% -$3.95万 减仓
— INNOVATOR ETFS TRUST $224.40万0.02%55,108 -3,162-5.4% -$12.88万 减仓
IWN ISHARES TR $224.45万0.02%10,147 6,768200.3% $149.71万 加仓
ROST ROSS STORES INC $224.97万0.02%10,570 -2,173-17.1% -$46.25万 减仓
PAAA PGIM ETF TR $225.16万0.02%43,916 3,2508.0% $16.66万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $226.66万0.02%10,465 -1,246-10.6% -$26.99万 减仓
MGM MGM RESORTS INTERNATIONAL $227.22万0.02%47,526 -2,674-5.3% -$12.78万 减仓
J JACOBS SOLUTIONS INC $227.86万0.02%18,084 3,93827.8% $49.62万 加仓
AEIS ADVANCED ENERGY INDS $227.91万0.02%6,112 -1,897-23.7% -$70.74万 减仓
UMBF UMB FINL CORP $229.00万0.02%16,041 6854.5% $9.78万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $229.36万0.02%83,923 59,534244.1% $162.71万 加仓
MOAT VANECK ETF TRUST $229.38万0.02%22,064 1,9959.9% $20.74万 加仓