Atria Investments, Inc
Charlotte NC · SEC CIK 0001535865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CDW | CDW CORP | $287.94万 | 0.03% | 20,474 | 3,969 | 24.0% | $55.82万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $289.00万 | 0.03% | 9,870 | 552 | 5.9% | $16.16万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $289.39万 | 0.03% | 57,067 | 21,558 | 60.7% | $109.32万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $289.87万 | 0.03% | 100,823 | 2,613 | 2.7% | $7.51万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $291.09万 | 0.03% | 38,484 | 5,690 | 17.4% | $43.04万 | 加仓 |
| EIX | EDISON INTL | $291.22万 | 0.03% | 39,116 | 19,040 | 94.8% | $141.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $291.82万 | 0.03% | 3,851 | -377 | -8.9% | -$28.57万 | 减仓 |
| VDC | VANGUARD WORLD FD | $291.88万 | 0.03% | 12,944 | -1,184 | -8.4% | -$26.70万 | 减仓 |
| ADBE | ADOBE INC | $293.02万 | 0.03% | 14,292 | -3,146 | -18.0% | -$64.50万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $293.80万 | 0.03% | 17,268 | 986 | 6.1% | $16.78万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $294.08万 | 0.03% | 10,503 | 1,468 | 16.2% | $41.10万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $295.22万 | 0.03% | 80,928 | 24,486 | 43.4% | $89.32万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $295.43万 | 0.03% | 69,793 | 10,135 | 17.0% | $42.90万 | 加仓 |
| MAC | MACERICH CO | $295.54万 | 0.03% | 117,323 | -2,524 | -2.1% | -$6.36万 | 减仓 |
| SAP | SAP SE | $295.55万 | 0.03% | 19,178 | -2,070 | -9.7% | -$31.90万 | 减仓 |
| ZTS | ZOETIS INC | $296.46万 | 0.03% | 41,255 | -21,020 | -33.8% | -$151.05万 | 减仓 |
| FLOT | ISHARES TR | $296.79万 | 0.03% | 58,137 | -106,142 | -64.6% | -$541.85万 | 减仓 |
| NEM | NEWMONT CORP | $297.51万 | 0.03% | 31,854 | -15,903 | -33.3% | -$148.53万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $298.18万 | 0.03% | 31,494 | -385 | -1.2% | -$3.65万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $298.67万 | 0.03% | 119,181 | 4,752 | 4.2% | $11.91万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $299.10万 | 0.03% | 6,632 | -2,066 | -23.8% | -$93.17万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $299.43万 | 0.03% | 71,901 | 564 | 0.8% | $2.35万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $300.20万 | 0.03% | 29,632 | 2,793 | 10.4% | $28.30万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $300.34万 | 0.03% | 17,578 | 17,578 | — | $300.34万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $300.35万 | 0.03% | 180,443 | -68,500 | -27.5% | -$114.02万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $301.08万 | 0.03% | 153,494 | -44,827 | -22.6% | -$87.93万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $301.82万 | 0.03% | 59,379 | 43,798 | 281.1% | $222.62万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $302.60万 | 0.03% | 49,631 | 588 | 1.2% | $3.59万 | 加仓 |
| USFD | US FOODS HLDG CORP | $302.91万 | 0.03% | 29,624 | 3,184 | 12.0% | $32.56万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $303.23万 | 0.03% | 27,624 | 1,208 | 4.6% | $13.26万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $303.34万 | 0.03% | 92,004 | 42,806 | 87.0% | $141.13万 | 加仓 |
| JBL | JABIL INC | $304.92万 | 0.03% | 7,910 | 1,254 | 18.8% | $48.34万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $305.03万 | 0.03% | 164,216 | -55,332 | -25.2% | -$102.78万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $305.70万 | 0.03% | 6,658 | -2,144 | -24.4% | -$98.44万 | 减仓 |
| APA | APA CORPORATION | $306.54万 | 0.03% | 94,116 | 16,413 | 21.1% | $53.46万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $308.50万 | 0.03% | 102,153 | -64,240 | -38.6% | -$194.01万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $308.88万 | 0.03% | 11,554 | 6,149 | 113.8% | $164.38万 | 加仓 |
| DAL | DELTA AIR LINES INC | $309.58万 | 0.03% | 33,054 | 1,475 | 4.7% | $13.81万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $309.76万 | 0.03% | 3,897 | -693 | -15.1% | -$55.08万 | 减仓 |
| SYSB | ISHARES TR | $309.97万 | 0.03% | 34,939 | -331 | -0.9% | -$2.94万 | 减仓 |
| ULS | UL SOLUTIONS INC | $310.25万 | 0.03% | 30,458 | -4,728 | -13.4% | -$48.16万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $315.50万 | 0.03% | 56,158 | 50,519 | 895.9% | $283.82万 | 加仓 |
| SDCI | USCF ETF TR | $315.89万 | 0.03% | 119,474 | 3,097 | 2.7% | $8.19万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $316.33万 | 0.03% | 2,375 | 286 | 13.7% | $38.09万 | 加仓 |
| IGM | ISHARES TR | $316.45万 | 0.03% | 19,346 | -1,422 | -6.8% | -$23.26万 | 减仓 |
| VAW | VANGUARD WORLD FD | $317.43万 | 0.03% | 13,874 | -1,224 | -8.1% | -$28.00万 | 减仓 |
| HEI/A | HEICO CORP NEW | $317.53万 | 0.03% | 12,312 | 1,043 | 9.3% | $26.90万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $317.61万 | 0.03% | 64,450 | 3,518 | 5.8% | $17.34万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $322.04万 | 0.03% | 7,020 | -1,309 | -15.7% | -$60.05万 | 减仓 |
| PSX | PHILLIPS 66 | $322.23万 | 0.03% | 19,061 | 648 | 3.5% | $10.95万 | 加仓 |
| DXJ | WISDOMTREE TR | $322.93万 | 0.03% | 18,610 | 3,160 | 20.5% | $54.83万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $323.08万 | 0.03% | 20,000 | -3,724 | -15.7% | -$60.16万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $323.84万 | 0.03% | 24,612 | -71 | -0.3% | -$9,342 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $324.02万 | 0.03% | 74,298 | -847 | -1.1% | -$3.69万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $324.12万 | 0.03% | 105,888 | -15,215 | -12.6% | -$46.57万 | 减仓 |
| SON | SONOCO PRODS CO | $326.42万 | 0.03% | 57,928 | 25,215 | 77.1% | $142.09万 | 加仓 |
| PPL | PPL CORP | $327.49万 | 0.03% | 90,094 | -13,695 | -13.2% | -$49.78万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $328.55万 | 0.03% | 52,950 | 40,829 | 336.8% | $253.34万 | 加仓 |
| SYY | SYSCO CORP | $328.55万 | 0.03% | 39,310 | 178 | 0.5% | $1.49万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $329.46万 | 0.03% | 161,780 | -41,978 | -20.6% | -$85.49万 | 减仓 |
| TRGP | TARGA RES CORP | $329.72万 | 0.03% | 12,297 | 2,768 | 29.0% | $74.22万 | 加仓 |
| CCJ | CAMECO CORP | $331.10万 | 0.03% | 32,506 | 7,588 | 30.5% | $77.29万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $331.65万 | 0.03% | 9,238 | 2,368 | 34.5% | $85.01万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $331.89万 | 0.03% | 43,503 | 442 | 1.0% | $3.37万 | 加仓 |
| IBB | ISHARES TR | $333.11万 | 0.03% | 17,514 | 833 | 5.0% | $15.84万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $333.63万 | 0.03% | 128,615 | -98,705 | -43.4% | -$256.04万 | 减仓 |
| TRP | TC ENERGY CORP | $334.41万 | 0.03% | 50,446 | 6,703 | 15.3% | $44.43万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $334.60万 | 0.03% | 31,002 | -4,960 | -13.8% | -$53.53万 | 减仓 |
| AMCR | AMCOR PLC | $334.78万 | 0.03% | 77,228 | -7,993 | -9.4% | -$34.65万 | 减仓 |
| MKL | MARKEL GROUP INC | $335.79万 | 0.03% | 1,719 | 118 | 7.4% | $23.05万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $338.04万 | 0.03% | 84,489 | 1,891 | 2.3% | $7.57万 | 加仓 |
| SHY | ISHARES TR | $339.31万 | 0.03% | 41,324 | 14,067 | 51.6% | $115.50万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $339.96万 | 0.03% | 93,420 | 85,229 | 1,040.5% | $310.15万 | 加仓 |
| SHLD | GLOBAL X FDS | $341.98万 | 0.03% | 57,274 | 7,350 | 14.7% | $43.89万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $342.82万 | 0.03% | 14,343 | 1,544 | 12.1% | $36.90万 | 加仓 |
| SEIC | SEI INVTS CO | $343.55万 | 0.03% | 39,169 | -288 | -0.7% | -$2.53万 | 减仓 |
| MET | METLIFE INC | $344.35万 | 0.03% | 40,698 | 1,413 | 3.6% | $11.96万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $345.65万 | 0.03% | 27,044 | 13,158 | 94.8% | $168.17万 | 加仓 |
| TPR | TAPESTRY INC | $348.69万 | 0.03% | 23,821 | 5,722 | 31.6% | $83.76万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $348.75万 | 0.03% | 78,406 | 4,454 | 6.0% | $19.81万 | 加仓 |
| VLUE | ISHARES TR | $349.01万 | 0.03% | 17,467 | -1,032 | -5.6% | -$20.62万 | 减仓 |
| MCO | MOODYS CORP | $349.03万 | 0.03% | 7,706 | -1,189 | -13.4% | -$53.85万 | 减仓 |
| LKQ | LKQ CORP | $350.60万 | 0.04% | 133,156 | -65,847 | -33.1% | -$173.38万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $351.15万 | 0.04% | 168,379 | 16,276 | 10.7% | $33.94万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $352.15万 | 0.04% | 36,380 | -1,201 | -3.2% | -$11.63万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $353.17万 | 0.04% | 12,538 | -1,822 | -12.7% | -$51.32万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $356.83万 | 0.04% | 82,181 | -899 | -1.1% | -$3.90万 | 减仓 |
| ATI | ATI INC | $358.17万 | 0.04% | 18,172 | 4,229 | 30.3% | $83.35万 | 加仓 |
| MSCI | MSCI INC | $359.86万 | 0.04% | 6,426 | -1,282 | -16.6% | -$71.79万 | 减仓 |
| IQDG | WISDOMTREE TR | $360.37万 | 0.04% | 83,652 | -320 | -0.4% | -$1.38万 | 减仓 |
| FTI | TECHNIPFMC PLC | $360.70万 | 0.04% | 54,404 | -974 | -1.8% | -$6.46万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $361.01万 | 0.04% | 64,043 | 1,289 | 2.1% | $7.27万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $361.98万 | 0.04% | 141,842 | 19,570 | 16.0% | $49.94万 | 加仓 |
| SANM | SANMINA CORP | $363.27万 | 0.04% | 14,354 | -1,941 | -11.9% | -$49.12万 | 减仓 |
| PFF | ISHARES TR | $364.16万 | 0.04% | 119,435 | 37,730 | 46.2% | $115.04万 | 加仓 |
| AME | AMETEK INC | $364.36万 | 0.04% | 15,060 | 90 | 0.6% | $2.18万 | 加仓 |
| NTRA | NATERA INC | $364.86万 | 0.04% | 13,441 | -541 | -3.9% | -$14.69万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $365.27万 | 0.04% | 15,391 | -1,938 | -11.2% | -$45.99万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $365.85万 | 0.04% | 75,933 | -13,944 | -15.5% | -$67.18万 | 减仓 |
| — | CAMBRIA ETF TR | $367.15万 | 0.04% | 140,804 | 5,197 | 3.8% | $13.55万 | 加仓 |