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
KMT KENNAMETAL INC $52.33万0.01%14,929 -7,888-34.6% -$27.65万 减仓
SIL GLOBAL X FDS $52.56万0.01%6,785 1,53029.1% $11.85万 加仓
USXF ISHARES TR $52.56万0.01%7,568 -1,801-19.2% -$12.51万 减仓
— TIDAL TRUST I $52.66万0.01%30,043 -1,214-3.9% -$2.13万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $52.67万0.01%19,172 2,95118.2% $8.11万 加仓
BFH BREAD FINANCIAL HOLDINGS INC $52.88万0.01%4,880 -176-3.5% -$1.91万 减仓
MTH MERITAGE HOMES CORP $52.99万0.01%6,320 -51-0.8% -$4,276 减仓
CIM CHIMERA INVT CORP $53.12万0.01%39,820 -1,391-3.4% -$1.86万 减仓
ILF ISHARES TR $53.37万0.01%15,813 -320-2.0% -$1.08万 减仓
ALGM ALLEGRO MICROSYSTEMS INC $53.57万0.01%7,695 7,695— $53.57万 新建仓
LIVN LIVANOVA PLC $53.60万0.01%6,518 79313.9% $6.52万 加仓
EMBJ EMBRAER S.A. $54.14万0.01%8,486 -13,593-61.6% -$86.72万 减仓
CAKE CHEESECAKE FACTORY INC $54.15万0.01%6,807 1161.7% $9,227 加仓
COCO VITA COCO CO INC $54.54万0.01%8,246 4,185103.1% $27.68万 重新持有
EHC ENCOMPASS HEALTH CORP $54.55万0.01%5,396 -391-6.8% -$3.95万 减仓
EQT EQT CORP $54.66万0.01%10,280 -5,393-34.4% -$28.67万 减仓
UTI UNIVERSAL TECHNICAL INST INC $54.77万0.01%12,805 9017.6% $3.85万 加仓
SN SHARKNINJA INC $54.79万0.01%3,598 1,25153.3% $19.05万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $54.94万0.01%34,598 -358,053-91.2% -$568.58万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $55.05万0.01%21,872 3,62519.9% $9.12万 加仓
BP BP PLC $55.10万0.01%14,912 -4,397-22.8% -$16.25万 减仓
INDB INDEPENDENT BK CORP MASS $55.13万0.01%6,585 2784.4% $2.33万 加仓
RYAN RYAN SPECIALTY HOLDINGS INC $55.13万0.01%14,599 -1,603-9.9% -$6.05万 减仓
VIV TELEFONICA BRASIL SA $55.23万0.01%41,970 5,47315.0% $7.20万 加仓
ABG ASBURY AUTOMOTIVE GROUP INC $55.36万0.01%2,753 -571-17.2% -$11.48万 减仓
APAM ARTISAN PARTNERS ASSET MGMT $55.40万0.01%16,045 -1,453-8.3% -$5.02万 减仓
MIR MIRION TECHNOLOGIES INC $55.44万0.01%30,922 18,937158.0% $33.95万 加仓
YORW YORK WTR CO $55.66万0.01%18,160 7,56671.4% $23.19万 加仓
CWST CASELLA WASTE SYS INC $55.74万0.01%5,748 2965.4% $2.87万 加仓
— INNOVATOR ETFS TRUST $55.77万0.01%26,471 26,471— $55.77万 新建仓
APPF APPFOLIO INC $56.17万0.01%3,503 -902-20.5% -$14.46万 减仓
RVMD REVOLUTION MEDICINES INC $56.33万0.01%3,008 3,008— $56.33万 新建仓
PSO PEARSON PLC $56.42万0.01%35,504 -2,722-7.1% -$4.33万 减仓
SCIO FIRST TR EXCHANGE-TRADED FD $56.50万0.01%27,333 5,27323.9% $10.90万 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $56.55万0.01%8,108 -1,037-11.3% -$7.23万 减仓
GTX GARRETT MOTION INC $56.59万0.01%15,618 -12,874-45.2% -$46.64万 减仓
SRLN SSGA ACTIVE ETF TR $56.71万0.01%14,075 1,38810.9% $5.59万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $56.72万0.01%3,708 -495-11.8% -$7.57万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $56.76万0.01%26,888 11,14770.8% $23.53万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $56.82万0.01%21,982 3,08016.3% $7.96万 加仓
PEB PEBBLEBROOK HOTEL TR $57.11万0.01%29,422 -2,338-7.4% -$4.54万 减仓
LUMN LUMEN TECHNOLOGIES INC $57.16万0.01%74,432 6,3869.4% $4.90万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $57.40万0.01%11,871 11,871— $57.40万 新建仓
SKYY FIRST TR EXCHANGE-TRADED FD $57.55万0.01%4,277 -4,112-49.0% -$55.33万 减仓
DAN DANA INC $57.87万0.01%21,267 -792-3.6% -$2.16万 减仓
PTEN PATTERSON-UTI ENERGY INC $58.00万0.01%63,180 7,36213.2% $6.76万 加仓
LTH LIFE TIME GROUP HOLDINGS INC $58.01万0.01%14,204 1,74114.0% $7.11万 加仓
HLNE HAMILTON LANE INC $58.12万0.01%7,373 -9,724-56.9% -$76.66万 减仓
CROX CROCS INC $58.14万0.01%4,819 952.0% $1.15万 加仓
SNN SMITH & NEPHEW PLC $58.15万0.01%20,185 7,23555.9% $20.84万 加仓
XFIV BONDBLOXX ETF TRUST $58.19万0.01%11,953 11,953— $58.19万 新建仓
RDY DR REDDYS LABS LTD $58.62万0.01%40,452 -3,471-7.9% -$5.03万 减仓
HYMB SPDR SERIES TRUST $58.62万0.01%23,042 23,042— $58.62万 新建仓
CX CEMEX SA EURO MTN BE 144A $58.62万0.01%48,851 2,5695.6% $3.08万 加仓
BKH BLACK HILLS CORP $58.63万0.01%7,880 -8,504-51.9% -$63.27万 减仓
— INNOVATOR ETFS TRUST $58.66万0.01%15,435 15,435— $58.66万 新建仓
ANGO ANGIODYNAMICS INC $58.82万0.01%45,208 -624-1.4% -$8,118 减仓
QQQI NEOS ETF TRUST $58.86万0.01%10,365 6666.9% $3.78万 加仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $59.16万0.01%17,638 6,37956.7% $21.40万 加仓
L LOEWS CORP $59.36万0.01%5,243 2,901123.9% $32.84万 加仓
ESLT ELBIT SYS LTD $59.56万0.01%785 -143-15.4% -$10.85万 减仓
IDYA IDEAYA BIOSCIENCES INC $59.61万0.01%15,993 1,1737.9% $4.37万 加仓
MDGL MADRIGAL PHARMACEUTICALS INC $59.66万0.01%1,111 848.2% $4.51万 加仓
HCSG HEALTHCARE SVCS GROUP INC $59.66万0.01%24,291 -1,090-4.3% -$2.68万 减仓
MXL MAXLINEAR INC $59.79万0.01%4,670 4,670— $59.79万 新建仓
HST HOST HOTELS & RESORTS INC $59.94万0.01%25,282 25,282— $59.94万 新建仓
LOPE GRAND CANYON ED INC $60.05万0.01%4,196 -492-10.5% -$7.04万 减仓
PCAR PACCAR INC $60.24万0.01%5,015 1,23232.6% $14.80万 加仓
— KRANESHARES TRUST $60.27万0.01%21,901 3,69420.3% $10.17万 加仓
— INNOVATOR ETFS TRUST $60.33万0.01%30,054 -6,617-18.0% -$13.28万 减仓
IVZ INVESCO LTD $60.38万0.01%22,879 8,09454.7% $21.36万 加仓
IEX IDEX CORP $60.46万0.01%2,664 58428.1% $13.25万 加仓
CWT CALIFORNIA WTR SVC GROUP $60.47万0.01%12,429 -650-5.0% -$3.16万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $60.51万0.01%5,367 2,11465.0% $23.83万 加仓
AVNT AVIENT CORPORATION $60.56万0.01%16,385 -224-1.3% -$8,279 减仓
ESE ESCO TECHNOLOGIES INC $60.63万0.01%1,732 -209-10.8% -$7.32万 减仓
QXO QXO INC $60.64万0.01%35,092 1,9515.9% $3.37万 加仓
— QORVO INC $60.64万0.01%6,502 1602.5% $1.49万 加仓
— BITWISE ETHEREUM ETF $60.77万0.01%53,878 -5,030-8.5% -$5.67万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $60.79万0.01%1,122 -10-0.9% -$5,418 减仓
— ELECTRONIC ARTS INC $60.80万0.01%2,965 -797-21.2% -$16.34万 减仓
— FIDELITY GREENWOOD STREET TR $60.87万0.01%21,069 11,658123.9% $33.68万 加仓
POWI POWER INTEGRATIONS INC $60.95万0.01%7,276 7,276— $60.95万 新建仓
GLPI GAMING & LEISURE P $61.01万0.01%13,702 2,33720.6% $10.41万 加仓
PJT PJT PARTNERS INC $61.04万0.01%4,044 1704.4% $2.57万 加仓
ENS ENERSYS $61.10万0.01%2,613 70637.0% $16.51万 加仓
CRUS CIRRUS LOGIC INC $61.15万0.01%4,117 -279-6.3% -$4.14万 重新持有
APG API GROUP CORP $61.26万0.01%14,465 2121.5% $8,978 加仓
SGOL ETFS GOLD TR $61.29万0.01%16,033 -6,105-27.6% -$23.34万 减仓
MUSA MURPHY USA INC $61.33万0.01%1,138 27832.3% $14.98万 加仓
JAJL INNOVATOR ETFS TRUST $61.42万0.01%20,534 20,534— $61.42万 新建仓
ENSG ENSIGN GROUP INC $61.68万0.01%3,848 -6,586-63.1% -$105.57万 减仓
BCPC BALCHEM CORP $61.75万0.01%3,655 69223.4% $11.69万 加仓
SCHH SCHWAB STRATEGIC TR $61.79万0.01%26,094 13,323104.3% $31.55万 加仓
EXPO EXPONENT INC $62.16万0.01%10,579 -7,920-42.8% -$46.54万 减仓
— FIDELITY COVINGTON TRUST $62.28万0.01%11,402 -7,038-38.2% -$38.44万 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $62.40万0.01%15,182 -757-4.7% -$3.11万 减仓
— FIRST TR EXCHNG TRADED FD VI $62.49万0.01%14,072 8,079134.8% $35.87万 加仓
TOST TOAST INC $62.56万0.01%22,487 270.1% $751 加仓
RMBS RAMBUS INC DEL $62.77万0.01%4,729 -2,212-31.9% -$29.36万 减仓