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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.68亿 | 1.88% | 965,738 | -16,123 | -1.6% | -$281.19万 | 减仓 |
| IVV | ISHARES TR | $1.61亿 | 1.80% | 246,696 | -4,685 | -1.9% | -$306.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.54亿 | 1.72% | 257,515 | 70,575 | 37.8% | $4,217.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.40亿 | 1.57% | 378,958 | -29,439 | -7.2% | -$1,089.74万 | 减仓 |
| GLD | SPDR GOLD TR | $1.15亿 | 1.29% | 268,197 | 54,105 | 25.3% | $2,328.08万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.15亿 | 1.29% | 1,256,192 | 1,074,082 | 589.8% | $9,842.88万 | 加仓 |
| AAPL | APPLE INC | $1.08亿 | 1.20% | 423,596 | 21,185 | 5.3% | $537.65万 | 加仓 |
| AMZN | AMAZON COM INC | $9,237.60万 | 1.03% | 443,540 | -52,576 | -10.6% | -$1,095.00万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,904.52万 | 1.00% | 1,495,302 | 1,214,442 | 432.4% | $7,232.00万 | 加仓 |
| IEMG | ISHARES INC | $8,902.01万 | 1.00% | 1,276,274 | -128,396 | -9.1% | -$895.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,650.98万 | 0.97% | 149,884 | -1,763 | -1.2% | -$101.76万 | 减仓 |
| MINT | PIMCO ETF TR | $8,577.22万 | 0.96% | 852,861 | 841,349 | 7,308.5% | $8,461.45万 | 加仓 |
| GOOGL | ALPHABET INC | $8,305.14万 | 0.93% | 288,814 | 1,286 | 0.4% | $36.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8,239.11万 | 0.92% | 188,629 | 33,359 | 21.5% | $1,457.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,700.90万 | 0.86% | 118,413 | -17,543 | -12.9% | -$1,140.90万 | 减仓 |
| AVGO | BROADCOM INC | $7,609.38万 | 0.85% | 245,852 | -21,040 | -7.9% | -$651.21万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $7,485.65万 | 0.84% | 381,531 | -6,068 | -1.6% | -$119.05万 | 减仓 |
| META | META PLATFORMS INC | $7,435.44万 | 0.83% | 129,961 | 1,624 | 1.3% | $92.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,668.35万 | 0.75% | 1,040,629 | -201,539 | -16.2% | -$1,291.46万 | 减仓 |
| IVW | ISHARES TR | $6,608.30万 | 0.74% | 584,236 | 69,792 | 13.6% | $789.42万 | 加仓 |
| IVE | ISHARES TR | $6,537.16万 | 0.73% | 309,598 | -14,484 | -4.5% | -$305.83万 | 减仓 |
| GOOG | ALPHABET INC | $6,424.06万 | 0.72% | 223,944 | 6,468 | 3.0% | $185.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,138.97万 | 0.69% | 208,695 | -6,351 | -3.0% | -$186.82万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $6,120.18万 | 0.68% | 1,051,939 | -130,288 | -11.0% | -$758.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,932.90万 | 0.66% | 242,714 | -4,111 | -1.7% | -$100.49万 | 减仓 |
| EFA | ISHARES TR | $5,804.07万 | 0.65% | 597,557 | 152,089 | 34.1% | $1,477.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,385.74万 | 0.60% | 167,879 | 60,056 | 55.7% | $1,926.66万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,325.56万 | 0.60% | 114,976 | -226 | -0.2% | -$10.47万 | 减仓 |
| QLTY | GMO ETF TRUST | $5,241.10万 | 0.59% | 1,448,617 | 1,262,902 | 680.0% | $4,569.18万 | 加仓 |
| EFV | ISHARES TR | $5,168.82万 | 0.58% | 695,201 | -12,781 | -1.8% | -$95.03万 | 减仓 |
| IEFA | ISHARES TR | $5,036.75万 | 0.56% | 556,362 | -21,191 | -3.7% | -$191.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,970.43万 | 0.56% | 240,234 | 16,213 | 7.2% | $335.45万 | 加仓 |
| IUSB | ISHARES TR | $4,954.43万 | 0.55% | 1,072,619 | 30,827 | 3.0% | $142.39万 | 加仓 |
| AGG | ISHARES TR | $4,908.70万 | 0.55% | 494,480 | 163,226 | 49.3% | $1,620.35万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $4,622.56万 | 0.52% | 991,752 | 87,013 | 9.6% | $405.57万 | 加仓 |
| V | VISA INC | $4,436.88万 | 0.50% | 146,800 | -16,314 | -10.0% | -$493.07万 | 减仓 |
| TSLA | TESLA INC | $4,408.15万 | 0.49% | 118,578 | 5,030 | 4.4% | $186.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,345.84万 | 0.49% | 128,594 | -10,718 | -7.7% | -$362.21万 | 减仓 |
| — | EXXON MOBIL CORP | $4,098.60万 | 0.46% | 241,578 | -28,859 | -10.7% | -$489.62万 | 减仓 |
| QUAL | ISHARES TR | $3,790.02万 | 0.42% | 197,593 | 26,956 | 15.8% | $517.04万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $3,607.67万 | 0.40% | 360,083 | 137,529 | 61.8% | $1,377.90万 | 加仓 |
| MTUM | ISHARES TR | $3,510.58万 | 0.39% | 146,280 | 11,527 | 8.6% | $276.64万 | 加仓 |
| LQD | ISHARES TR | $3,463.46万 | 0.39% | 317,778 | 119,795 | 60.5% | $1,305.65万 | 加仓 |
| LLY | ELI LILLY & CO | $3,438.91万 | 0.38% | 37,389 | -3,431 | -8.4% | -$315.57万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $3,392.21万 | 0.38% | 758,543 | 372,797 | 96.6% | $1,667.15万 | 加仓 |
| NFLX | NETFLIX INC. | $3,327.83万 | 0.37% | 346,108 | -23,881 | -6.5% | -$229.62万 | 减仓 |
| ABBV | ABBVIE INC | $3,312.09万 | 0.37% | 152,287 | -16,380 | -9.7% | -$356.25万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3,236.05万 | 0.36% | 197,827 | 169,236 | 591.9% | $2,768.36万 | 加仓 |
| EFG | ISHARES TR | $3,191.77万 | 0.36% | 286,592 | 256,440 | 850.5% | $2,855.97万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,141.20万 | 0.35% | 189,984 | 6,602 | 3.6% | $109.16万 | 加仓 |
| WMT | WALMART INC | $3,072.48万 | 0.34% | 247,223 | -51,483 | -17.2% | -$639.83万 | 减仓 |
| ORCL | ORACLE CORP | $2,956.89万 | 0.33% | 200,998 | -31,754 | -13.6% | -$467.13万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,930.90万 | 0.33% | 889,500 | 90,290 | 11.3% | $297.51万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,804.94万 | 0.31% | 774,418 | 68,712 | 9.7% | $248.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,701.91万 | 0.30% | 54,075 | -16,358 | -23.2% | -$817.34万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,664.09万 | 0.30% | 492,893 | -117,011 | -19.2% | -$632.44万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,644.99万 | 0.30% | 337,328 | 11,500 | 3.5% | $90.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,630.46万 | 0.29% | 197,928 | 40,234 | 25.5% | $534.71万 | 加仓 |
| OAIM | UNIFIED SER TR | $2,567.94万 | 0.29% | 596,405 | -6,587 | -1.1% | -$28.36万 | 减仓 |
| GOVT | ISHARES TR | $2,434.99万 | 0.27% | 1,062,852 | 623,262 | 141.8% | $1,427.89万 | 加仓 |
| KO | COCA COLA CO | $2,398.79万 | 0.27% | 315,422 | 37,683 | 13.6% | $286.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,389.26万 | 0.27% | 497,244 | 47,537 | 10.6% | $228.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,386.19万 | 0.27% | 49,795 | 3,758 | 8.2% | $180.08万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $2,366.66万 | 0.26% | 353,972 | 308,379 | 676.4% | $2,061.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,356.70万 | 0.26% | 952,201 | 594,346 | 166.1% | $1,471.01万 | 加仓 |
| MRK | MERCK & CO INC | $2,338.64万 | 0.26% | 194,417 | 13,429 | 7.4% | $161.54万 | 加仓 |
| CSCO | CISCO SYS INC | $2,335.77万 | 0.26% | 301,041 | -6,568 | -2.1% | -$50.96万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,301.73万 | 0.26% | 312,565 | 33,629 | 12.1% | $247.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,239.88万 | 0.25% | 202,759 | -24,608 | -10.8% | -$271.84万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,158.47万 | 0.24% | 71,414 | 4,318 | 6.4% | $130.51万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,143.25万 | 0.24% | 358,523 | 25,150 | 7.5% | $150.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,120.11万 | 0.24% | 97,589 | -14,231 | -12.7% | -$309.17万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,117.74万 | 0.24% | 704,271 | 65,638 | 10.3% | $197.37万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $2,067.87万 | 0.23% | 503,621 | 503,621 | — | $2,067.87万 | 新建仓 |
| WFC | WELLS FARGO & CO | $2,034.61万 | 0.23% | 255,573 | -23,587 | -8.4% | -$187.78万 | 减仓 |
| C | CITIGROUP INC | $2,007.81万 | 0.22% | 177,040 | -3,210 | -1.8% | -$36.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,000.32万 | 0.22% | 138,488 | 6,523 | 4.9% | $94.22万 | 加仓 |
| HD | HOME DEPOT INC | $1,955.91万 | 0.22% | 59,470 | 1,611 | 2.8% | $52.98万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,949.45万 | 0.22% | 387,026 | -15,852 | -3.9% | -$79.85万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $1,929.17万 | 0.22% | 589,600 | 589,600 | — | $1,929.17万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $1,912.07万 | 0.21% | 418,854 | 22,202 | 5.6% | $101.35万 | 加仓 |
| MCD | MCDONALDS CORP | $1,904.09万 | 0.21% | 61,266 | -115 | -0.2% | -$3.57万 | 减仓 |
| IUSG | ISHARES TR | $1,901.23万 | 0.21% | 122,573 | 3,919 | 3.3% | $60.79万 | 加仓 |
| TJX | TJX COS INC NEW | $1,898.91万 | 0.21% | 118,905 | -10,701 | -8.3% | -$170.89万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,878.45万 | 0.21% | 59,045 | -340 | -0.6% | -$10.82万 | 减仓 |
| TLH | ISHARES TR | $1,874.33万 | 0.21% | 186,094 | -20,680 | -10.0% | -$208.29万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,838.84万 | 0.21% | 209,339 | -77,077 | -26.9% | -$677.05万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,822.54万 | 0.20% | 392,789 | 164,503 | 72.1% | $763.29万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,822.27万 | 0.20% | 373,799 | -25,901 | -6.5% | -$126.27万 | 减仓 |
| DGRO | ISHARES TR | $1,809.78万 | 0.20% | 257,877 | -18,696 | -6.8% | -$131.21万 | 减仓 |
| BOND | PIMCO ETF TR | $1,803.83万 | 0.20% | 195,474 | 187,726 | 2,422.9% | $1,732.34万 | 加仓 |
| IWF | ISHARES TR | $1,798.61万 | 0.20% | 42,181 | -14,844 | -26.0% | -$632.95万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,782.25万 | 0.20% | 19,908 | -1,357 | -6.4% | -$121.48万 | 减仓 |
| IEF | ISHARES TR | $1,778.10万 | 0.20% | 186,306 | 89,932 | 93.3% | $858.31万 | 加仓 |
| ISCG | ISHARES TR | $1,775.85万 | 0.20% | 324,060 | 18,953 | 6.2% | $103.86万 | 加仓 |
| MBB | ISHARES TR | $1,740.59万 | 0.19% | 183,317 | 9,288 | 5.3% | $88.19万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,734.20万 | 0.19% | 368,352 | 129,774 | 54.4% | $610.98万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,707.67万 | 0.19% | 129,369 | 7,340 | 6.0% | $96.89万 | 加仓 |
| ASML | ASML HLDG NV | $1,677.48万 | 0.19% | 12,700 | 1,474 | 13.1% | $194.69万 | 加仓 |
| AMGN | AMGEN INC | $1,674.20万 | 0.19% | 47,583 | -4,741 | -9.1% | -$166.81万 | 减仓 |