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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $743.30万 | 0.07% | 47,035 | -1,111 | -2.3% | -$17.56万 | 减仓 |
| IGRO | ISHARES TR | $747.41万 | 0.07% | 85,001 | 5,275 | 6.6% | $46.38万 | 加仓 |
| TTE | TOTALENERGIES SE | $749.83万 | 0.08% | 96,429 | -10,092 | -9.5% | -$78.48万 | 减仓 |
| WMB | WILLIAMS COS INC | $750.54万 | 0.08% | 100,961 | -9,519 | -8.6% | -$70.76万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $753.52万 | 0.08% | 96,766 | -1,214 | -1.2% | -$9.45万 | 减仓 |
| CLOI | VANECK ETF TRUST | $754.38万 | 0.08% | 142,469 | 113,660 | 394.5% | $601.83万 | 加仓 |
| CRH | CRH PLC | $755.81万 | 0.08% | 70,637 | 3,437 | 5.1% | $36.78万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $757.36万 | 0.08% | 35,595 | 13,643 | 62.1% | $290.29万 | 加仓 |
| CRM | SALESFORCE INC | $759.24万 | 0.08% | 48,464 | -6,433 | -11.7% | -$100.78万 | 减仓 |
| FLEX | FLEX LTD | $761.97万 | 0.08% | 47,015 | -6,422 | -12.0% | -$104.08万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $762.11万 | 0.08% | 177,069 | 177,069 | — | $762.11万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $763.99万 | 0.08% | 210,697 | 1,872 | 0.9% | $6.79万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $764.42万 | 0.08% | 204,064 | 33,081 | 19.3% | $123.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $765.54万 | 0.08% | 84,367 | -18,639 | -18.1% | -$169.13万 | 减仓 |
| SPGI | S&P GLOBAL INC | $765.72万 | 0.08% | 18,802 | 1,752 | 10.3% | $71.35万 | 加仓 |
| ACWI | ISHARES TR | $766.93万 | 0.08% | 48,858 | 6,230 | 14.6% | $97.79万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $771.13万 | 0.08% | 139,976 | -14,140 | -9.2% | -$77.90万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $771.58万 | 0.08% | 196,605 | -43,496 | -18.1% | -$170.70万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $774.03万 | 0.08% | 126,931 | -15,701 | -11.0% | -$95.74万 | 减仓 |
| ADSK | AUTODESK INC | $782.06万 | 0.08% | 40,225 | 2,671 | 7.1% | $51.93万 | 加仓 |
| CVS | CVS HEALTH CORP | $783.10万 | 0.08% | 75,699 | -1,271 | -1.7% | -$13.15万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $783.19万 | 0.08% | 26,714 | -89 | -0.3% | -$2.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $783.50万 | 0.08% | 26,302 | -9,201 | -25.9% | -$274.09万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $785.02万 | 0.08% | 156,534 | 45,209 | 40.6% | $226.72万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $791.38万 | 0.08% | 26,121 | -5,303 | -16.9% | -$160.66万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $792.94万 | 0.08% | 74,016 | -8,540 | -10.3% | -$91.49万 | 减仓 |
| EME | EMCOR GROUP INC | $808.88万 | 0.08% | 9,747 | 781 | 8.7% | $64.81万 | 加仓 |
| PFE | PFIZER INC | $811.03万 | 0.08% | 336,804 | -11,617 | -3.3% | -$27.97万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $811.33万 | 0.08% | 89,364 | 8,471 | 10.5% | $76.91万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $812.98万 | 0.08% | 140,448 | 116,954 | 497.8% | $676.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $813.76万 | 0.08% | 37,251 | -1,011 | -2.6% | -$22.09万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $822.11万 | 0.08% | 19,796 | -1,480 | -7.0% | -$61.46万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $825.51万 | 0.08% | 203,404 | 7,343 | 3.7% | $29.80万 | 加仓 |
| ARW | ARROW ELECTRS INC | $826.11万 | 0.08% | 38,710 | -54,645 | -58.5% | -$1,166.18万 | 减仓 |
| TIP | ISHARES TR | $828.62万 | 0.08% | 75,722 | 68,268 | 915.9% | $747.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $832.17万 | 0.08% | 318,109 | 318,109 | — | $832.17万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $832.79万 | 0.08% | 178,176 | 178,176 | — | $832.79万 | 新建仓 |
| MCK | MCKESSON CORP | $833.06万 | 0.08% | 11,025 | -3,063 | -21.7% | -$231.44万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $838.61万 | 0.08% | 116,376 | -29,079 | -20.0% | -$209.54万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $843.71万 | 0.08% | 318,381 | 260,088 | 446.2% | $689.23万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $845.84万 | 0.08% | 195,435 | 3,033 | 1.6% | $13.13万 | 加仓 |
| AGG | ISHARES TR | $847.85万 | 0.08% | 85,658 | -408,822 | -82.7% | -$4,046.54万 | 减仓 |
| EMR | EMERSON ELEC CO | $851.14万 | 0.09% | 59,458 | 3,568 | 6.4% | $51.08万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $852.74万 | 0.09% | 8,837 | 2,108 | 31.3% | $203.41万 | 加仓 |
| IEUR | ISHARES TR | $853.01万 | 0.09% | 113,477 | 24,871 | 28.1% | $186.96万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $854.54万 | 0.09% | 130,864 | 33,196 | 34.0% | $216.77万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $865.72万 | 0.09% | 72,756 | 2,330 | 3.3% | $27.72万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $868.23万 | 0.09% | 120,319 | -2,576 | -2.1% | -$18.59万 | 减仓 |
| AGGY | WISDOMTREE TR | $870.27万 | 0.09% | 200,155 | -63,331 | -24.0% | -$275.36万 | 减仓 |
| SNDK | SANDISK CORP | $873.57万 | 0.09% | 3,842 | 1,279 | 49.9% | $290.81万 | 加仓 |
| HEGD | LISTED FDS TR | $882.63万 | 0.09% | 331,070 | 10,156 | 3.2% | $27.08万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $887.89万 | 0.09% | 113,424 | 15,098 | 15.4% | $118.19万 | 加仓 |
| CME | CME GROUP INC | $891.93万 | 0.09% | 40,390 | -1,736 | -4.1% | -$38.34万 | 减仓 |
| T | AT&T INC | $896.07万 | 0.09% | 432,884 | -53,799 | -11.1% | -$111.36万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $896.30万 | 0.09% | 113,413 | 44,067 | 63.5% | $348.26万 | 加仓 |
| TLT | ISHARES TR | $896.65万 | 0.09% | 103,755 | -11,872 | -10.3% | -$102.60万 | 减仓 |
| — | HORIZON FDS | $899.52万 | 0.09% | 956,431 | 956,431 | — | $899.52万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $901.50万 | 0.09% | 50,578 | 3,553 | 7.6% | $63.33万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $903.79万 | 0.09% | 146,338 | 6,493 | 4.6% | $40.10万 | 加仓 |
| IBDS | ISHARES TR | $906.21万 | 0.09% | 374,157 | 39,703 | 11.9% | $96.16万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $907.65万 | 0.09% | 49,001 | 36,100 | 279.8% | $668.69万 | 加仓 |
| PALC | PACER FDS TR | $912.57万 | 0.09% | 152,729 | 19,785 | 14.9% | $118.22万 | 加仓 |
| IBDR | ISHARES TR | $915.06万 | 0.09% | 377,655 | 39,371 | 11.6% | $95.40万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $915.43万 | 0.09% | 182,030 | 182,030 | — | $915.43万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $921.29万 | 0.09% | 146,492 | 54,894 | 59.9% | $345.23万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $928.04万 | 0.09% | 55,681 | -12,316 | -18.1% | -$205.27万 | 减仓 |
| MO | ALTRIA GROUP INC | $929.84万 | 0.09% | 129,234 | -416 | -0.3% | -$2.99万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $934.88万 | 0.09% | 159,427 | -54,214 | -25.4% | -$317.91万 | 减仓 |
| ETR | ENTERGY CORP NEW | $942.85万 | 0.09% | 82,087 | 7,660 | 10.3% | $87.98万 | 加仓 |
| NVS | NOVARTIS AG | $944.16万 | 0.09% | 60,245 | -2,211 | -3.5% | -$34.65万 | 减仓 |
| IBDT | ISHARES TR | $945.40万 | 0.09% | 374,417 | 41,680 | 12.5% | $105.24万 | 加仓 |
| IAU | ISHARES GOLD TR | $945.54万 | 0.09% | 125,220 | -6,161 | -4.7% | -$46.52万 | 减仓 |
| IXUS | ISHARES TR | $948.15万 | 0.09% | 99,345 | -1,935 | -1.9% | -$18.47万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $953.45万 | 0.10% | 138,321 | 8 | 0.0% | $551 | 加仓 |
| LOW | LOWES COS INC | $955.46万 | 0.10% | 43,333 | -12 | -0.0% | -$2,646 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $959.89万 | 0.10% | 60,500 | 634 | 1.1% | $10.06万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $960.06万 | 0.10% | 81,860 | 6,249 | 8.3% | $73.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $962.91万 | 0.10% | 76,216 | -9,460 | -11.0% | -$119.52万 | 减仓 |
| SGOV | ISHARES TR | $978.65万 | 0.10% | 97,214 | 6,509 | 7.2% | $65.53万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $982.82万 | 0.10% | 43,886 | -2,166 | -4.7% | -$48.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $983.73万 | 0.10% | 24,737 | -4,900 | -16.5% | -$194.86万 | 减仓 |
| DE | DEERE & CO | $986.79万 | 0.10% | 15,556 | -2,411 | -13.4% | -$152.94万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $988.54万 | 0.10% | 58,191 | 5,024 | 9.4% | $85.35万 | 加仓 |
| IWD | ISHARES TR | $994.64万 | 0.10% | 41,028 | 10,831 | 35.9% | $262.58万 | 加仓 |
| ACWX | ISHARES TR | $996.56万 | 0.10% | 130,936 | 58,351 | 80.4% | $444.11万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $1,000.61万 | 0.10% | 178,044 | 178,044 | — | $1,000.61万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,002.01万 | 0.10% | 63,842 | 41,751 | 189.0% | $655.29万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,040.91万 | 0.10% | 241,287 | 500 | 0.2% | $2.16万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,051.46万 | 0.11% | 229,827 | 489 | 0.2% | $2.24万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,056.81万 | 0.11% | 52,677 | 4,041 | 8.3% | $81.07万 | 加仓 |
| CMI | CUMMINS INC | $1,060.26万 | 0.11% | 14,866 | 884 | 6.3% | $63.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,061.55万 | 0.11% | 131,755 | 87,507 | 197.8% | $705.05万 | 加仓 |
| GM | GENERAL MTRS CO | $1,066.58万 | 0.11% | 138,373 | -4,895 | -3.4% | -$37.73万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $1,070.96万 | 0.11% | 347,151 | 151,683 | 77.6% | $467.94万 | 加仓 |
| SO | SOUTHERN CO | $1,085.97万 | 0.11% | 113,465 | 9,098 | 8.7% | $87.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,088.52万 | 0.11% | 11,636 | -607 | -5.0% | -$56.78万 | 减仓 |
| THO | THOR INDS INC | $1,090.35万 | 0.11% | 145,071 | 3,270 | 2.3% | $24.58万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,102.97万 | 0.11% | 94,457 | 6,867 | 7.8% | $80.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,103.18万 | 0.11% | 107,953 | -26,301 | -19.6% | -$268.77万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,106.57万 | 0.11% | 17,325 | 1,938 | 12.6% | $123.78万 | 加仓 |