13F 机构持仓

Atria Investments, Inc

Charlotte NC · SEC CIK 0001535865

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 1.9%
IVV 1.8%
VOO 1.7%
MSFT 1.6%
GLD 1.3%
BIL 1.3%
AAPL 1.2%
AMZN 1.0%
VGIT 1.0%
IEMG 1.0%

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
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -497,895-100.0% -$1,162.09万 清仓
AZN ASTRAZENECA PLC $00.00%0 -62,772-100.0% -$1,154.14万 清仓
EMB ISHARES TR $00.00%0 -101,447-100.0% -$976.73万 清仓
LONZ PIMCO ETF TR $00.00%0 —— — 申报中断
FAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -130,639-100.0% -$691.73万 清仓
FJUL FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
GDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -164,866-100.0% -$623.52万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -63,047-100.0% -$601.53万 清仓
— VIRTUS ETF TR II $00.00%0 -222,318-100.0% -$519.00万 清仓
JMOM J P MORGAN EXCHANGE TRADED F $00.00%0 -41,504-100.0% -$282.85万 清仓
FTHI FIRST TR EXCHANGE TRADED FD $00.00%0 -100,990-100.0% -$238.54万 清仓
— AMCOR PLC $00.00%0 -54,868-100.0% -$228.80万 清仓
CAOS EA SERIES TRUST $00.00%0 -22,433-100.0% -$201.40万 清仓
BSEP INNOVATOR ETFS TRUST $00.00%0 -39,844-100.0% -$196.23万 清仓
XRT SPDR SERIES TRUST $00.00%0 -20,880-100.0% -$178.09万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -33,416-100.0% -$162.67万 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 -46,360-100.0% -$149.79万 清仓
IHAK ISHARES TR $00.00%0 -29,048-100.0% -$139.78万 清仓
USHY ISHARES TR $00.00%0 —— — 申报中断
SOFI SOFI TECHNOLOGIES INC $00.00%0 -46,454-100.0% -$121.62万 清仓
— SEALED AIR CORP NEW $00.00%0 -29,045-100.0% -$120.33万 清仓
IYR ISHARES TR $00.00%0 -12,111-100.0% -$113.71万 清仓
RBLX ROBLOX CORP $00.00%0 -13,514-100.0% -$109.50万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
IWV ISHARES TR $00.00%0 —— — 申报中断
— INNOVATOR ETFS TRUST $00.00%0 -25,773-100.0% -$98.60万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -30,801-100.0% -$98.47万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -29,177-100.0% -$97.90万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -25,271-100.0% -$97.72万 清仓
AIQ GLOBAL X FDS $00.00%0 -19,132-100.0% -$97.31万 清仓
XHLF BONDBLOXX ETF TRUST $00.00%0 -18,717-100.0% -$94.05万 清仓
ACM AECOM $00.00%0 -8,999-100.0% -$85.79万 清仓
ZECP ZACKS TRUST $00.00%0 -24,477-100.0% -$85.08万 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
CGW INVESCO EXCH TRADED FD TR II $00.00%0 -12,823-100.0% -$80.80万 清仓
IWC ISHARES TR $00.00%0 -4,392-100.0% -$69.26万 清仓
— DBX ETF TR $00.00%0 -27,717-100.0% -$68.02万 清仓
RL RALPH LAUREN CORP $00.00%0 —— — 申报中断
U UNITY SOFTWARE INC $00.00%0 —— — 申报中断
CPNG COUPANG INC $00.00%0 -23,541-100.0% -$55.53万 清仓
BOX BOX INC $00.00%0 —— — 申报中断
AFRM AFFIRM HLDGS INC $00.00%0 —— — 申报中断
AAL AMERICAN AIRLS GROUP INC $00.00%0 -34,335-100.0% -$52.64万 清仓
CRUS CIRRUS LOGIC INC $00.00%0 —— — 申报中断
— EA SERIES TRUST $00.00%0 —— — 申报中断
USIG ISHARES TR $00.00%0 —— — 申报中断
TEAM ATLASSIAN CORPORATION $00.00%0 —— — 申报中断
FXO FIRST TR EXCHANGE TRADED FD $00.00%0 -8,321-100.0% -$50.22万 清仓
ESGV VANGUARD WORLD FD $00.00%0 —— — 申报中断
NATL NCR ATLEOS CORPORATION $00.00%0 -12,765-100.0% -$48.65万 清仓
— COMERICA INC $00.00%0 -5,530-100.0% -$48.07万 清仓
FDIS FIDELITY COVINGTON TRUST $00.00%0 -4,645-100.0% -$47.46万 清仓
TIGR UP FINTECH HLDG LTD $00.00%0 -48,634-100.0% -$46.49万 清仓
EG EVEREST GROUP LTD $00.00%0 —— — 申报中断
SIVR ABRDN SILVER ETF TRUST $00.00%0 —— — 申报中断
— QIAGEN NV $00.00%0 -9,652-100.0% -$43.41万 清仓
WING WINGSTOP INC $00.00%0 -1,801-100.0% -$42.94万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -8,032-100.0% -$40.91万 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
— PUTNAM ETF TRUST $00.00%0 -44,639-100.0% -$39.46万 清仓
— AIM ETF PRODUCTS TRUST $00.00%0 -12,999-100.0% -$38.62万 清仓
— REV GROUP INC $00.00%0 -6,265-100.0% -$38.10万 清仓
KNF KNIFE RIVER CORP $00.00%0 -5,341-100.0% -$37.57万 清仓
FORM FORMFACTOR INC $00.00%0 —— — 申报中断
— ZACKS TRUST $00.00%0 -14,058-100.0% -$37.29万 清仓
HYDB ISHARES TR $00.00%0 -7,795-100.0% -$36.91万 清仓
— BITWISE FUNDS TRUST $00.00%0 -5,127-100.0% -$36.27万 清仓
SMIZ ZACKS TRUST $00.00%0 -9,791-100.0% -$36.22万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 —— — 申报中断
TFLO ISHARES TR $00.00%0 -7,026-100.0% -$35.45万 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -5,549-100.0% -$34.39万 清仓
HUM HUMANA INC $00.00%0 —— — 申报中断
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -17,135-100.0% -$33.77万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -756-100.0% -$33.72万 清仓
AGYS AGILYSYS INC $00.00%0 —— — 申报中断
URTH ISHARES INC $00.00%0 —— — 申报中断
GNTX GENTEX CORP $00.00%0 -14,196-100.0% -$33.03万 清仓
— ONESTREAM INC $00.00%0 -17,949-100.0% -$32.99万 清仓
LNN LINDSAY CORP $00.00%0 -2,726-100.0% -$32.13万 清仓
— TELEFONICA S A $00.00%0 -78,952-100.0% -$31.98万 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -3,777-100.0% -$31.86万 清仓
NTNX NUTANIX INC $00.00%0 -5,991-100.0% -$30.97万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -9,430-100.0% -$30.62万 清仓
GRAL GRAIL INC $00.00%0 —— — 申报中断
— FIRST TR EXCHANGE TRADED FD $00.00%0 -4,956-100.0% -$30.07万 清仓
EXLS EXLSERVICE HOLDINGS INC $00.00%0 -6,773-100.0% -$28.74万 清仓
AORT ARTIVION INC $00.00%0 -6,157-100.0% -$28.08万 清仓
— ISHARES TR $00.00%0 -10,351-100.0% -$28.04万 清仓
TOWN TOWNEBANK PORTSMOUTH VA $00.00%0 -8,324-100.0% -$27.78万 清仓
EQH EQUITABLE HLDGS INC $00.00%0 -5,817-100.0% -$27.72万 清仓
DBX DROPBOX INC $00.00%0 -9,948-100.0% -$27.66万 清仓
PRMB PRIMO BRANDS CORPORATION $00.00%0 -16,850-100.0% -$27.55万 清仓
CBSH COMMERCE BANCSHARES INC $00.00%0 -5,236-100.0% -$27.40万 清仓
CNMD CONMED CORP $00.00%0 -6,698-100.0% -$27.20万 清仓
SMMD ISHARES TR $00.00%0 —— — 申报中断
PTLC PACER FDS TR $00.00%0 —— — 申报中断
— FRANKLIN CRYPTO INDEX ETF $00.00%0 -11,816-100.0% -$26.76万 清仓
DAVE DAVE INC $00.00%0 —— — 申报中断
TAXF AMERICAN CENTY ETF TR $00.00%0 -5,285-100.0% -$26.63万 清仓
M MACYS INC $00.00%0 -12,042-100.0% -$26.55万 清仓