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
RRC RANGE RES CORP $37.77万0.00%10,157 10,157— $37.77万 新建仓
— AMPLIFY ETF TR $37.80万0.00%4,689 4,689— $37.80万 新建仓
SUNC SUNOCOCORP LLC $37.81万0.00%5,588 5,588— $37.81万 新建仓
EXEL EXELIXIS INC $37.93万0.00%6,971 -756-9.8% -$4.11万 减仓
— AMERICAN OUTDOOR BRANDS INC $37.97万0.00%32,346 10,38047.3% $12.19万 加仓
PWRD TCW ETF TRUST $38.08万0.00%3,097 48518.6% $5.96万 加仓
SBCF SEACOAST BKG CORP FLA $38.21万0.00%11,491 -531-4.4% -$1.77万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $38.21万0.00%8,541 8,541— $38.21万 新建仓
PSLV SPROTT ASSET MANAGEMENT LP $38.23万0.00%20,257 -6,518-24.3% -$12.30万 减仓
IBMO ISHARES TR $38.23万0.00%14,911 00.0% — 不变
IBMP ISHARES TR $38.25万0.00%15,049 00.0% — 不变
OTEX OPEN TEXT CORP $38.59万0.00%17,423 4,46234.4% $9.88万 加仓
FOXA FOX CORP $38.62万0.00%7,405 -3,275-30.7% -$17.08万 减仓
CART MAPLEBEAR INC $38.63万0.00%8,158 2,86154.0% $13.55万 重新持有
GBTC GRAYSCALE BITCOIN TRUST ETF $38.66万0.00%8,492 1,64524.0% $7.49万 加仓
VONV VANGUARD SCOTTSDALE FDS $38.71万0.00%3,641 -7,620-67.7% -$81.01万 重新持有
— WISDOMTREE TR $38.72万0.00%9,478 -3,191-25.2% -$13.03万 减仓
— FIRST TR EXCHNG TRADED FD VI $38.72万0.00%11,794 -479-3.9% -$1.57万 减仓
EMHC SPDR SERIES TRUST $38.73万0.00%15,225 1,94914.7% $4.96万 加仓
LW LAMB WESTON HLDGS INC $38.78万0.00%8,981 1,97428.2% $8.52万 加仓
— FIRST TR EXCHNG TRADED FD VI $38.80万0.00%11,548 -410-3.4% -$1.38万 减仓
FHN FIRST HORIZON CORPORATION $38.89万0.00%15,170 -83,193-84.6% -$213.30万 减仓
BDC BELDEN INC $38.92万0.00%3,245 -54-1.6% -$6,476 减仓
FPEI FIRST TR EXCH TRADED FD III $38.92万0.00%20,176 2,16312.0% $4.17万 加仓
FTDR FRONTDOOR INC $39.04万0.00%5,031 -206-3.9% -$1.60万 减仓
TPIF TIMOTHY PLAN $39.11万0.00%10,482 10,482— $39.11万 新建仓
DNOV FIRST TR EXCHNG TRADED FD VI $39.16万0.00%7,626 -145-1.9% -$7,446 减仓
WLK WESTLAKE CORPORATION $39.16万0.00%5,365 1,57941.7% $11.53万 加仓
CMPS COMPASS PATHWAYS PLC $39.24万0.00%27,732 27,732— $39.24万 新建仓
MORN MORNINGSTAR INC $39.30万0.00%2,519 38017.8% $5.93万 加仓
MRNA MODERNA INC $39.31万0.00%5,614 5,614— $39.31万 新建仓
KOF COCA-COLA FEMSA SAB DE CV $39.49万0.00%3,716 -723-16.3% -$7.68万 减仓
EDGF ADVISORS INNER CIRCLE FD II $39.53万0.00%16,041 -1,876-10.5% -$4.62万 减仓
ZD ZIFF DAVIS INC $39.69万0.00%7,578 -94-1.2% -$4,923 减仓
LDOS LEIDOS HOLDINGS INC $39.74万0.00%3,860 -3,303-46.1% -$34.01万 减仓
NVMI NOVA LTD $39.80万0.00%733 -417-36.3% -$22.64万 减仓
EWJ ISHARES INC $39.80万0.00%4,267 -996-18.9% -$9.29万 减仓
CNH CNH INDL N V $39.82万0.00%35,457 2,7188.3% $3.05万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $39.93万0.00%20,403 2,41113.4% $4.72万 加仓
CERY SPDR SERIES TRUST $39.97万0.00%11,957 7776.9% $2.60万 加仓
RDDT REDDIT INC $39.99万0.00%2,304 77851.0% $13.50万 加仓
IAPR INNOVATOR ETFS TRUST $40.03万0.00%12,054 2211.9% $7,339 加仓
WFRD WEATHERFORD INTL PLC $40.05万0.00%4,915 2,457100.0% $20.02万 加仓
PRVA PRIVIA HEALTH GROUP INC $40.06万0.00%15,568 340.2% $875 加仓
BSMS INVESCO EXCH TRD SLF IDX FD $40.08万0.00%17,101 1220.7% $2,860 加仓
ZM ZOOM COMMUNICATIONS INC $40.26万0.00%4,665 1,15833.0% $9.99万 加仓
FIVE FIVE BELOW INC $40.40万0.00%2,247 -463-17.1% -$8.33万 减仓
VCYT VERACYTE INC $40.69万0.00%6,928 -612-8.1% -$3.59万 减仓
RPV INVESCO EXCHANGE TRADED FD T $40.69万0.00%3,575 -2,482-41.0% -$28.25万 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $40.71万0.00%9,503 9,503— $40.71万 新建仓
TLTD FLEXSHARES TR $40.93万0.00%4,173 1,85780.2% $18.21万 加仓
XAR SPDR SERIES TRUST $40.95万0.00%1,443 20.1% $568 加仓
MWA MUELLER WTR PRODS INC $40.96万0.00%15,859 5,34150.8% $13.80万 加仓
AOR ISHARES TR $41.00万0.00%5,899 5,899— $41.00万 新建仓
GWX SPDR INDEX SHS FDS $41.01万0.00%9,372 99311.9% $4.35万 加仓
PRAA PRA GROUP INC $41.15万0.00%21,669 820.4% $1,557 加仓
SIG SIGNET JEWELERS LIMITED $41.15万0.00%4,774 551.2% $4,741 加仓
— COHEN & STEERS ETF TRUST $41.20万0.00%12,338 2,93631.2% $9.80万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $41.20万0.00%9,207 1,69422.5% $7.58万 加仓
BDVL BLACKROCK ETF TRUST $41.23万0.00%15,869 15,869— $41.23万 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $41.24万0.00%18,442 -744-3.9% -$1.66万 减仓
TAFI AB ACTIVE ETFS INC $41.25万0.00%16,354 3822.4% $9,634 加仓
IAGG ISHARES TR $41.27万0.00%8,157 -212,185-96.3% -$1,073.64万 减仓
BF/B BROWN FORMAN CORP $41.30万0.00%15,496 3,63130.6% $9.68万 加仓
FR FIRST INDL RLTY TR INC $41.37万0.00%6,748 1,77635.7% $10.89万 加仓
STN STANTEC INC $41.50万0.00%6,022 -5,322-46.9% -$36.67万 减仓
TOTL SSGA ACTIVE ETF TR $41.53万0.00%10,521 1,97923.2% $7.81万 加仓
MLI MUELLER INDS INC $41.53万0.00%3,379 70926.6% $8.71万 加仓
FLGB FRANKLIN TEMPLETON ETF TR $41.56万0.00%11,778 -4,478-27.5% -$15.80万 减仓
— PACER FDS TR $41.66万0.00%12,696 2031.6% $6,662 加仓
TPLC TIMOTHY PLAN $41.75万0.00%8,292 210.3% $1,057 加仓
AAOI APPLIED OPTOELECTRONICS INC $41.78万0.00%2,820 -564-16.7% -$8.36万 减仓
TD TORONTO DOMINION BK ONT $41.99万0.00%3,458 -4,437-56.2% -$53.88万 减仓
FFIV F5 INC $42.01万0.00%1,010 -382-27.4% -$15.89万 减仓
OVV OVINTIV INC $42.04万0.00%7,984 2453.2% $1.29万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $42.18万0.00%16,111 5,34049.6% $13.98万 加仓
INVH INVITATION HOMES INC $42.24万0.00%13,982 -1,410-9.2% -$4.26万 减仓
EAGG ISHARES TR $42.25万0.00%8,911 -3,857-30.2% -$18.29万 减仓
VVV VALVOLINE INC $42.26万0.00%10,687 2,21326.1% $8.75万 加仓
GPN GLOBAL PMTS INC $42.56万0.00%5,866 58811.1% $4.27万 加仓
— GABELLI ETFS TRUST $42.58万0.00%7,595 7,595— $42.58万 新建仓
— FUNDX INVT TR $42.66万0.00%8,623 3344.0% $1.65万 加仓
EFAV ISHARES TR $42.74万0.00%4,873 1964.2% $1.72万 加仓
AGOX STARBOARD INVT TR $42.79万0.00%12,345 -181-1.4% -$6,273 减仓
RKT ROCKET COS INC $42.92万0.00%27,250 -5,732-17.4% -$9.03万 减仓
RING ISHARES INC $43.09万0.00%6,670 1,53729.9% $9.93万 加仓
MTRN MATERION CORP $43.10万0.00%1,449 -140-8.8% -$4.16万 减仓
GEO GEO GROUP INC $43.14万0.00%14,600 3882.7% $1.15万 加仓
WT WISDOMTREE INC $43.17万0.00%25,485 5,76929.3% $9.77万 加仓
AMG AFFILIATED MANAGERS GROUP $43.20万0.00%1,277 19417.9% $6.56万 加仓
GSHD GOOSEHEAD INS INC $43.34万0.00%8,935 -739-7.6% -$3.58万 减仓
ALHC ALIGNMENT HEALTHCARE INC $43.34万0.00%18,204 18,204— $43.34万 新建仓
DVYE ISHARES INC $43.53万0.00%13,505 13,505— $43.53万 新建仓
BGC BGC GROUP INC $43.56万0.00%40,752 40,752— $43.56万 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $43.71万0.00%39,201 39,201— $43.71万 新建仓
BEPC BROOKFIELD RENEWABLE CORP $43.75万0.00%11,786 -1,019-8.0% -$3.78万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $43.95万0.00%11,347 -424-3.6% -$1.64万 减仓
GKOS GLAUKOS CORP $44.28万0.00%3,168 1826.1% $2.54万 加仓
RLY SSGA ACTIVE ETF TR $44.68万0.00%12,946 5,59876.2% $19.32万 加仓
TIGO MILLICOM INTL CELLULAR S A $44.73万0.00%4,928 -4,938-50.1% -$44.82万 减仓