Atria Investments, Inc
Charlotte NC · SEC CIK 0001535865
$89.37亿2026Q1 申报市值
2,028持仓数
13.8%前十大占比 · 第一大 1.9%
150 / 119新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 加仓+$9,842.88万
MINT 加仓+$8,461.45万
VGIT 加仓+$7,232.00万
QLTY 加仓+$4,569.18万
VOO 加仓+$4,217.20万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$4,732.49万
FIXD 减仓-$1,905.08万
SHYG 减仓-$1,767.98万
VEA 减仓-$1,291.46万
BSJQ 清仓-$1,162.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| OGE | OGE ENERGY CORP | $23.44万 | 0.00% | 4,887 | -623 | -11.3% | -$2.99万 | 减仓 |
| AVA | AVISTA CORP | $23.59万 | 0.00% | 5,876 | -1,398 | -19.2% | -$5.61万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $23.65万 | 0.00% | 5,541 | -685 | -11.0% | -$2.92万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $23.66万 | 0.00% | 3,721 | 314 | 9.2% | $2.00万 | 重新持有 |
| PPLI | IAC INC | $23.79万 | 0.00% | 5,942 | 37 | 0.6% | $1,481 | 加仓 |
| GEO | GEO GROUP INC | $23.89万 | 0.00% | 14,212 | 14,212 | — | $23.89万 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD II | $24.02万 | 0.00% | 8,479 | -7,968 | -48.4% | -$22.57万 | 减仓 |
| WD | WALKER & DUNLOP INC | $24.05万 | 0.00% | 5,420 | -400 | -6.9% | -$1.78万 | 减仓 |
| CSV | CARRIAGE SVCS INC | $24.15万 | 0.00% | 5,289 | 293 | 5.9% | $1.34万 | 加仓 |
| ICUI | ICU MED INC | $24.16万 | 0.00% | 1,871 | 23 | 1.2% | $2,970 | 加仓 |
| HYTR | NORTHERN LTS FD TR III | $24.26万 | 0.00% | 11,395 | 11,395 | — | $24.26万 | 新建仓 |
| VCYT | VERACYTE INC | $24.29万 | 0.00% | 7,540 | 1,081 | 16.7% | $3.48万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $24.33万 | 0.00% | 1,751 | -1,981 | -53.1% | -$27.53万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $24.37万 | 0.00% | 6,627 | 6,627 | — | $24.37万 | 新建仓 |
| WK | WORKIVA INC | $24.45万 | 0.00% | 4,100 | -320 | -7.2% | -$1.91万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $24.51万 | 0.00% | 7,285 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC | $24.55万 | 0.00% | 32,352 | 10,679 | 49.3% | $8.11万 | 加仓 |
| CTS | CTS CORP | $24.56万 | 0.00% | 5,142 | 5,142 | — | $24.56万 | 新建仓 |
| IFRA | ISHARES TR | $24.62万 | 0.00% | 4,304 | 360 | 9.1% | $2.06万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $24.64万 | 0.00% | 4,601 | 4,601 | — | $24.64万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $24.67万 | 0.00% | 7,414 | -2,596 | -25.9% | -$8.64万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $24.76万 | 0.00% | 2,925 | 2,925 | — | $24.76万 | 新建仓 |
| NEU | NEWMARKET CORP | $24.80万 | 0.00% | 387 | -4 | -1.0% | -$2,564 | 减仓 |
| CALY | CALLAWAY GOLF CO | $24.82万 | 0.00% | 17,882 | 294 | 1.7% | $4,081 | 加仓 |
| SN | SHARKNINJA INC | $24.85万 | 0.00% | 2,347 | 2,347 | — | $24.85万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $24.90万 | 0.00% | 1,508 | -475 | -24.0% | -$7.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $24.91万 | 0.00% | 10,726 | 625 | 6.2% | $1.45万 | 加仓 |
| L | LOEWS CORP | $25.00万 | 0.00% | 2,342 | 361 | 18.2% | $3.85万 | 加仓 |
| TBIL | RBB FD INC | $25.07万 | 0.00% | 5,029 | -594 | -10.6% | -$2.96万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $25.09万 | 0.00% | 1,691 | 107 | 6.8% | $1.59万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.10万 | 0.00% | 5,993 | 5,993 | — | $25.10万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $25.14万 | 0.00% | 8,758 | 219 | 2.6% | $6,287 | 重新持有 |
| CATH | GLOBAL X FDS | $25.20万 | 0.00% | 3,225 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $25.24万 | 0.00% | 10,057 | 10,057 | — | $25.24万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $25.28万 | 0.00% | 7,317 | 7,317 | — | $25.28万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $25.29万 | 0.00% | 9,381 | 734 | 8.5% | $1.98万 | 加仓 |
| GIB | CGI INC | $25.42万 | 0.00% | 3,477 | -604 | -14.8% | -$4.42万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $25.53万 | 0.00% | 9,411 | -17,908 | -65.6% | -$48.58万 | 减仓 |
| PWRD | TCW ETF TRUST | $25.54万 | 0.00% | 2,612 | 11 | 0.4% | $1,075 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $25.56万 | 0.00% | 1,228 | -407 | -24.9% | -$8.47万 | 减仓 |
| SLQD | ISHARES TR | $25.61万 | 0.00% | 5,073 | -27,205 | -84.3% | -$137.36万 | 减仓 |
| KMX | CARMAX INC | $25.62万 | 0.00% | 6,162 | -27,625 | -81.8% | -$114.86万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $25.62万 | 0.00% | 7,601 | 1,817 | 31.4% | $6.13万 | 加仓 |
| FROG | JFROG LTD | $25.65万 | 0.00% | 5,465 | 5,465 | — | $25.65万 | 新建仓 |
| VIRT | VIRTU FINL INC | $25.65万 | 0.00% | 5,832 | -7,390 | -55.9% | -$32.50万 | 减仓 |
| NTRS | NORTHERN TR CORP | $25.69万 | 0.00% | 1,841 | -376 | -17.0% | -$5.25万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $25.75万 | 0.00% | 45,977 | -5,636 | -10.9% | -$3.16万 | 减仓 |
| TNET | TRINET GROUP INC | $25.79万 | 0.00% | 7,079 | 3,559 | 101.1% | $12.97万 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $25.81万 | 0.00% | 1,478 | -2,097 | -58.7% | -$36.62万 | 减仓 |
| AZTA | AZENTA INC | $25.82万 | 0.00% | 12,218 | 3,329 | 37.5% | $7.03万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.90万 | 0.00% | 7,263 | 4 | 0.1% | $143 | 加仓 |
| QLC | FLEXSHARES TR | $26.00万 | 0.00% | 3,327 | 58 | 1.8% | $4,533 | 加仓 |
| — | PACER FDS TR | $26.02万 | 0.00% | 5,930 | -5,668 | -48.9% | -$24.87万 | 减仓 |
| — | PACER FDS TR | $26.04万 | 0.00% | 5,440 | -40 | -0.7% | -$1,914 | 减仓 |
| DGRS | WISDOMTREE TR | $26.05万 | 0.00% | 4,918 | -298 | -5.7% | -$1.58万 | 减仓 |
| CMDY | ISHARES U S ETF TR | $26.19万 | 0.00% | 4,407 | -73 | -1.6% | -$4,338 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $26.19万 | 0.00% | 2,808 | -60 | -2.1% | -$5,596 | 减仓 |
| KHC | KRAFT HEINZ CO | $26.20万 | 0.00% | 11,652 | -2,237 | -16.1% | -$5.03万 | 减仓 |
| FLXR | TCW ETF TRUST | $26.26万 | 0.00% | 6,688 | 48 | 0.7% | $1,885 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $26.35万 | 0.00% | 2,941 | -303 | -9.3% | -$2.71万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $26.36万 | 0.00% | 14,232 | 3,712 | 35.3% | $6.87万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $26.38万 | 0.00% | 3,979 | 198 | 5.2% | $1.31万 | 重新持有 |
| GFL | GFL ENVIRONMENTAL INC | $26.44万 | 0.00% | 6,338 | -1,212 | -16.1% | -$5.06万 | 减仓 |
| OKTA | OKTA INC | $26.47万 | 0.00% | 3,363 | 26 | 0.8% | $2,046 | 加仓 |
| EQNR | EQUINOR ASA | $26.51万 | 0.00% | 6,282 | 6,282 | — | $26.51万 | 新建仓 |
| QGEN | QIAGEN NV | $26.54万 | 0.00% | 6,629 | 6,629 | — | $26.54万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $26.56万 | 0.00% | 7,348 | -53,925 | -88.0% | -$194.94万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $26.57万 | 0.00% | 18,514 | 6,410 | 53.0% | $9.20万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $26.84万 | 0.00% | 10,533 | 950 | 9.9% | $2.42万 | 重新持有 |
| MOS | MOSAIC CO | $26.85万 | 0.00% | 10,531 | -22,879 | -68.5% | -$58.34万 | 重新持有 |
| HAE | HAEMONETICS CORP MASS | $26.88万 | 0.00% | 4,770 | 4,770 | — | $26.88万 | 新建仓 |
| NYF | ISHARES TR | $26.98万 | 0.00% | 5,079 | -236 | -4.4% | -$1.25万 | 减仓 |
| TU | TELUS CORPORATION | $26.99万 | 0.00% | 21,039 | -3,219 | -13.3% | -$4.13万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $27.03万 | 0.00% | 6,987 | 6,987 | — | $27.03万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $27.09万 | 0.00% | 5,813 | 5,813 | — | $27.09万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $27.12万 | 0.00% | 8,191 | 8,191 | — | $27.12万 | 新建仓 |
| HEEM | ISHARES INC | $27.17万 | 0.00% | 7,358 | -530 | -6.7% | -$1.96万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $27.17万 | 0.00% | 6,714 | 6,714 | — | $27.17万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $27.19万 | 0.00% | 5,582 | 370 | 7.1% | $1.80万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $27.34万 | 0.00% | 2,959 | -191 | -6.1% | -$1.76万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $27.45万 | 0.00% | 12,771 | 198 | 1.6% | $4,255 | 加仓 |
| CACI | CACI INTL INC | $27.47万 | 0.00% | 505 | -684 | -57.5% | -$37.20万 | 减仓 |
| NEOG | NEOGEN CORP | $27.51万 | 0.00% | 29,612 | -2,535 | -7.9% | -$2.36万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $27.56万 | 0.00% | 7,381 | -264 | -3.5% | -$9,856 | 减仓 |
| GVAL | CAMBRIA ETF TR | $27.66万 | 0.00% | 8,340 | 8,340 | — | $27.66万 | 新建仓 |
| FTDR | FRONTDOOR INC | $27.68万 | 0.00% | 5,237 | 683 | 15.0% | $3.61万 | 加仓 |
| KEY | KEYCORP | $27.73万 | 0.00% | 13,832 | -409 | -2.9% | -$8,200 | 减仓 |
| AROC | ARCHROCK INC | $27.75万 | 0.00% | 7,974 | -22,095 | -73.5% | -$76.89万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $27.78万 | 0.00% | 6,722 | 179 | 2.7% | $7,396 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $27.78万 | 0.00% | 12,434 | 12,434 | — | $27.78万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $27.81万 | 0.00% | 14,897 | 1,848 | 14.2% | $3.45万 | 加仓 |
| LGN | LEGENCE CORP | $27.94万 | 0.00% | 4,948 | 4,948 | — | $27.94万 | 新建仓 |
| ATR | APTARGROUP INC | $28.05万 | 0.00% | 2,226 | 14 | 0.6% | $1,764 | 加仓 |
| — | YALLA GROUP LTD | $28.08万 | 0.00% | 45,072 | 15,190 | 50.8% | $9.46万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $28.19万 | 0.00% | 3,507 | 584 | 20.0% | $4.69万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $28.28万 | 0.00% | 10,771 | 10,771 | — | $28.28万 | 新建仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $28.29万 | 0.00% | 5,580 | -6,407 | -53.4% | -$32.49万 | 减仓 |
| ITRI | ITRON INC | $28.32万 | 0.00% | 3,160 | -135 | -4.1% | -$1.21万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $28.39万 | 0.00% | 11,595 | 11,595 | — | $28.39万 | 新建仓 |
| DMXF | ISHARES TR | $28.42万 | 0.00% | 3,767 | 3,767 | — | $28.42万 | 新建仓 |