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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | $367.16万 | 0.04% | 50,414 | 3,873 | 8.3% | $28.21万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $370.43万 | 0.04% | 167,088 | 2,522 | 1.5% | $5.59万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $372.71万 | 0.04% | 96,581 | 11,326 | 13.3% | $43.71万 | 加仓 |
| BX | BLACKSTONE INC | $374.06万 | 0.04% | 31,789 | 10,880 | 52.0% | $128.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $374.37万 | 0.04% | 7,348 | -1,188 | -13.9% | -$60.53万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.04% | 5 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $375.14万 | 0.04% | 143,021 | -26,168 | -15.5% | -$68.64万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $375.54万 | 0.04% | 18,214 | 212 | 1.2% | $4.37万 | 加仓 |
| RBA | RB GLOBAL INC | $379.99万 | 0.04% | 32,632 | -2,188 | -6.3% | -$25.48万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $380.38万 | 0.04% | 168,012 | 168,012 | — | $380.38万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $380.56万 | 0.04% | 11,053 | -7,017 | -38.8% | -$241.60万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $380.94万 | 0.04% | 56,386 | 636 | 1.1% | $4.30万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $381.58万 | 0.04% | 13,817 | -7,827 | -36.2% | -$216.16万 | 减仓 |
| RBC | RBC BEARINGS INC | $381.86万 | 0.04% | 5,929 | -250 | -4.0% | -$16.10万 | 减仓 |
| APP | APPLOVIN CORP | $381.92万 | 0.04% | 7,413 | -1,043 | -12.3% | -$53.74万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $382.24万 | 0.04% | 73,029 | -106,298 | -59.3% | -$556.37万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $382.28万 | 0.04% | 20,297 | -1,058 | -5.0% | -$19.93万 | 减仓 |
| IWP | ISHARES TR | $383.77万 | 0.04% | 26,212 | 11,422 | 77.2% | $167.23万 | 加仓 |
| NDSN | NORDSON CORP | $384.95万 | 0.04% | 12,760 | -1,086 | -7.8% | -$32.76万 | 减仓 |
| NET | CLOUDFLARE INC | $385.98万 | 0.04% | 15,736 | 3,022 | 23.8% | $74.12万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $386.93万 | 0.04% | 83,861 | 2,014 | 2.5% | $9.29万 | 加仓 |
| ENTG | ENTEGRIS INC | $388.46万 | 0.04% | 21,598 | -2,474 | -10.3% | -$44.50万 | 减仓 |
| SONY | SONY GROUP CORP | $394.28万 | 0.04% | 196,549 | -35,001 | -15.1% | -$70.21万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $395.22万 | 0.04% | 106,810 | 27,978 | 35.5% | $103.52万 | 加仓 |
| IDXX | IDEXX LABS INC | $395.42万 | 0.04% | 7,511 | -2,532 | -25.2% | -$133.30万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $397.25万 | 0.04% | 124,183 | 5,710 | 4.8% | $18.27万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $397.30万 | 0.04% | 12,629 | -568 | -4.3% | -$17.87万 | 减仓 |
| HSY | HERSHEY CO | $398.39万 | 0.04% | 22,707 | 4,693 | 26.1% | $82.34万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $398.88万 | 0.04% | 33,715 | 9,969 | 42.0% | $117.94万 | 加仓 |
| DDOG | DATADOG INC | $399.54万 | 0.04% | 15,346 | -2,458 | -13.8% | -$64.00万 | 减仓 |
| VIS | VANGUARD WORLD FD | $399.57万 | 0.04% | 11,087 | 284 | 2.6% | $10.24万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $400.67万 | 0.04% | 80,488 | 27,452 | 51.8% | $136.66万 | 加仓 |
| BILS | SPDR SERIES TRUST | $401.52万 | 0.04% | 40,402 | -1,213 | -2.9% | -$12.05万 | 减仓 |
| MGC | VANGUARD WORLD FD | $406.63万 | 0.04% | 14,861 | 198 | 1.4% | $5.42万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $407.29万 | 0.04% | 12,169 | -5,611 | -31.6% | -$187.80万 | 减仓 |
| CBRE | CBRE GROUP INC | $407.44万 | 0.04% | 30,250 | 1,380 | 4.8% | $18.59万 | 加仓 |
| LONZ | PIMCO ETF TR | $407.55万 | 0.04% | 82,650 | -82,033 | -49.8% | -$404.50万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $408.01万 | 0.04% | 44,738 | 3,939 | 9.7% | $35.92万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $409.10万 | 0.04% | 52,181 | -17,411 | -25.0% | -$136.50万 | 减仓 |
| IGV | ISHARES TR | $409.59万 | 0.04% | 45,209 | 20,939 | 86.3% | $189.71万 | 加仓 |
| HQY | HEALTHEQUITY INC | $410.28万 | 0.04% | 45,425 | 7,822 | 20.8% | $70.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $411.51万 | 0.04% | 17,391 | 11,373 | 189.0% | $269.11万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $413.99万 | 0.04% | 223,175 | 1,080 | 0.5% | $2.00万 | 加仓 |
| YUM | YUM BRANDS INC | $416.10万 | 0.04% | 26,029 | -885 | -3.3% | -$14.15万 | 减仓 |
| SHEL | SHELL PLC | $416.54万 | 0.04% | 53,719 | -5,151 | -8.7% | -$39.94万 | 减仓 |
| HGER | HARBOR ETF TRUST | $418.23万 | 0.04% | 142,546 | 11,822 | 9.0% | $34.69万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $421.72万 | 0.04% | 4,915 | 3,076 | 167.3% | $263.93万 | 加仓 |
| BC | BRUNSWICK CORP | $422.72万 | 0.04% | 50,180 | -4,237 | -7.8% | -$35.69万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $424.29万 | 0.04% | 44,000 | 5,717 | 14.9% | $55.13万 | 加仓 |
| AZO | AUTOZONE INC | $424.80万 | 0.04% | 1,329 | -108 | -7.5% | -$34.52万 | 减仓 |
| — | WISDOMTREE TR | $424.90万 | 0.04% | 96,208 | -28,527 | -22.9% | -$125.99万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $425.30万 | 0.04% | 45,020 | -74 | -0.2% | -$6,991 | 减仓 |
| NRG | NRG ENERGY INC | $427.79万 | 0.04% | 29,289 | -2,753 | -8.6% | -$40.21万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $429.57万 | 0.04% | 37,393 | -4,005 | -9.7% | -$46.01万 | 减仓 |
| ICVT | ISHARES TR | $429.91万 | 0.04% | 35,314 | 26,304 | 291.9% | $320.22万 | 加仓 |
| VHT | VANGUARD WORLD FD | $430.61万 | 0.04% | 14,401 | -815 | -5.4% | -$24.37万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $430.65万 | 0.04% | 74,675 | -1,545 | -2.0% | -$8.91万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $432.18万 | 0.04% | 19,324 | -1,653 | -7.9% | -$36.97万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $432.71万 | 0.04% | 21,004 | 5,095 | 32.0% | $104.96万 | 加仓 |
| SHV | ISHARES TR | $433.82万 | 0.04% | 39,313 | -26,627 | -40.4% | -$293.83万 | 减仓 |
| — | UNIFIED SER TR | $434.53万 | 0.04% | 120,899 | 12,981 | 12.0% | $46.66万 | 加仓 |
| EOG | EOG RES INC | $434.60万 | 0.04% | 33,501 | -24 | -0.1% | -$3,113 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $436.26万 | 0.04% | 146,790 | -444 | -0.3% | -$1.32万 | 减仓 |
| ROE | EA SERIES TRUST | $436.80万 | 0.04% | 102,464 | -2,391 | -2.3% | -$10.19万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $439.61万 | 0.04% | 40,893 | 1,309 | 3.3% | $14.07万 | 加仓 |
| IYJ | ISHARES TR | $441.19万 | 0.04% | 26,474 | 2,454 | 10.2% | $40.90万 | 加仓 |
| IQV | IQVIA HLDGS INC | $441.23万 | 0.04% | 22,836 | -1,823 | -7.4% | -$35.22万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $441.37万 | 0.04% | 7,653 | -578 | -7.0% | -$33.34万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $442.86万 | 0.04% | 88,590 | 23,920 | 37.0% | $119.58万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $443.00万 | 0.04% | 178,556 | 5,767 | 3.3% | $14.31万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $443.19万 | 0.04% | 36,000 | -8,066 | -18.3% | -$99.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $444.20万 | 0.04% | 106,446 | 43,637 | 69.5% | $182.10万 | 加仓 |
| XEL | XCEL ENERGY INC | $445.15万 | 0.04% | 55,435 | -6,477 | -10.5% | -$52.01万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $448.60万 | 0.04% | 173,741 | -48,969 | -22.0% | -$126.44万 | 减仓 |
| SNY | SANOFI SA | $450.73万 | 0.05% | 105,655 | -40,415 | -27.7% | -$172.41万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $451.73万 | 0.05% | 14,748 | 3,417 | 30.2% | $104.66万 | 加仓 |
| MOG/A | MOOG INC | $452.95万 | 0.05% | 10,687 | 1,784 | 20.0% | $75.61万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $453.63万 | 0.05% | 16,142 | 2,077 | 14.8% | $58.37万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $455.06万 | 0.05% | 164,937 | 126,646 | 330.7% | $349.42万 | 加仓 |
| CTVA | CORTEVA INC | $456.52万 | 0.05% | 53,904 | -716 | -1.3% | -$6.06万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $456.84万 | 0.05% | 79,284 | -17,994 | -18.5% | -$103.68万 | 减仓 |
| TMUS | T-MOBILE US INC | $457.85万 | 0.05% | 27,297 | 15,483 | 131.1% | $259.70万 | 加仓 |
| DHI | D R HORTON INC | $459.29万 | 0.05% | 28,198 | -5,811 | -17.1% | -$94.65万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $459.99万 | 0.05% | 49,951 | -630 | -1.2% | -$5.80万 | 减仓 |
| SNPS | SYNOPSYS INC | $466.05万 | 0.05% | 10,448 | -3,547 | -25.3% | -$158.22万 | 减仓 |
| ITOT | ISHARES TR | $467.81万 | 0.05% | 28,478 | 25,281 | 790.8% | $415.30万 | 加仓 |
| ABNB | AIRBNB INC | $468.94万 | 0.05% | 32,770 | -6,587 | -16.7% | -$94.26万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $469.68万 | 0.05% | 236,138 | -26,987 | -10.3% | -$53.68万 | 减仓 |
| SLB | SLB LIMITED | $472.25万 | 0.05% | 101,581 | -21,797 | -17.7% | -$101.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $474.42万 | 0.05% | 129,739 | 129,739 | — | $474.42万 | 新建仓 |
| D | DOMINION ENERGY INC | $474.54万 | 0.05% | 69,489 | 207 | 0.3% | $1.41万 | 加仓 |
| CI | THE CIGNA GROUP | $474.98万 | 0.05% | 17,229 | -1,145 | -6.2% | -$31.57万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $477.00万 | 0.05% | 104,514 | 50,205 | 92.4% | $229.14万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $477.05万 | 0.05% | 20,780 | 3,751 | 22.0% | $86.11万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $478.88万 | 0.05% | 104,353 | 49,843 | 91.4% | $228.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $480.75万 | 0.05% | 12,809 | 399 | 3.2% | $14.98万 | 加仓 |
| WRB | BERKLEY W R CORP | $484.64万 | 0.05% | 68,714 | -7,237 | -9.5% | -$51.04万 | 减仓 |
| TFC | TRUIST FINL CORP | $487.07万 | 0.05% | 97,766 | -27,804 | -22.1% | -$138.52万 | 减仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $487.44万 | 0.05% | 227,776 | 10,491 | 4.8% | $22.45万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $490.15万 | 0.05% | 65,137 | 6,852 | 11.8% | $51.56万 | 加仓 |