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
KAI KADANT INC $148.82万0.01%4,736 -463-8.9% -$14.55万 减仓
ADME ETF SER SOLUTIONS $148.16万0.01%26,626 4701.8% $2.62万 加仓
JBTM JBT MAREL CORPORATION $148.07万0.01%10,212 1,73320.4% $25.13万 加仓
CFR CULLEN FROST BANKERS INC $148.01万0.01%9,579 -373-3.7% -$5.76万 减仓
EPC EDGEWELL PERSONAL CARE CO $147.55万0.01%54,932 12,69530.1% $34.10万 加仓
LGND LIGAND PHARMACEUTICALS INC $147.52万0.01%4,667 2545.8% $8.03万 加仓
CRL CHARLES RIV LABS INTL INC $147.14万0.01%6,488 2,26753.7% $51.41万 加仓
HALO HALOZYME THERAPEUTICS INC $147.05万0.01%18,788 9115.1% $7.13万 加仓
ARKW ARK ETF TR $146.32万0.01%10,101 -756-7.0% -$10.95万 减仓
MMIN NEW YORK LIFE INVTS ACTIVE E $145.88万0.01%60,255 60,255— $145.88万 新建仓
FNF FIDELITY NATL FINL INC $145.62万0.01%30,877 9683.2% $4.57万 加仓
TKR TIMKEN CO $145.20万0.01%9,992 1,39116.2% $20.21万 加仓
GSG ISHARES S&P GSCI COMMODITY- $145.20万0.01%50,770 50,770— $145.20万 新建仓
CCL CARNIVAL CORP LTD $145.18万0.01%50,814 50,814— $145.18万 新建仓
MDU MDU RES GROUP INC $145.09万0.01%68,406 21,16244.8% $44.88万 加仓
— DBX ETF TR $144.93万0.01%32,619 -332-1.0% -$1.48万 减仓
UCTT ULTRA CLEAN HLDGS INC $144.91万0.01%10,163 1,01411.1% $14.46万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $144.64万0.01%15,730 15,730— $144.64万 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC $144.21万0.01%61,156 3,3455.8% $7.89万 加仓
SCCO SOUTHERN COPPER CORP $144.16万0.01%8,273 130.2% $2,265 加仓
FHLC FIDELITY COVINGTON TRUST $143.76万0.01%18,610 12,731216.6% $98.35万 加仓
BG BUNGE GLOBAL SA $143.33万0.01%13,429 7,033110.0% $75.06万 加仓
ASND ASCENDIS PHARMA A/S $142.54万0.01%5,344 5,344— $142.54万 新建仓
EWY ISHARES INC $142.50万0.01%7,058 4,444170.0% $89.72万 加仓
SWK STANLEY BLACK & DECKER INC $142.47万0.01%15,137 2,17716.8% $20.49万 加仓
MKC MCCORMICK & CO INC $142.36万0.01%28,234 -5,095-15.3% -$25.69万 减仓
PFXF VANECK ETF TRUST $142.17万0.01%79,689 1,0551.3% $1.88万 加仓
IR INGERSOLL RAND INC $142.04万0.01%17,324 -1,188-6.4% -$9.74万 减仓
OSCV ETF SER SOLUTIONS $141.95万0.01%33,645 1,2283.8% $5.18万 加仓
B BARRICK MNG CORP $140.95万0.01%38,376 3,92411.4% $14.41万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $140.73万0.01%56,135 56,135— $140.73万 新建仓
ON ON SEMICONDUCTOR CORP $140.68万0.01%14,881 1,0707.7% $10.12万 加仓
PFGC PERFORMANCE FOOD GROUP CO $140.49万0.01%12,567 850.7% $9,502 加仓
VIGI VANGUARD WHITEHALL FDS $140.35万0.01%15,030 8,970148.0% $83.76万 加仓
GRMN GARMIN LTD $140.01万0.01%5,894 55610.4% $13.21万 加仓
BCD ABRDN ETFS $139.94万0.01%40,979 -4,849-10.6% -$16.56万 减仓
SF STIFEL FINL CORP $139.85万0.01%20,044 -1,789-8.2% -$12.48万 减仓
AROC ARCHROCK INC $139.76万0.01%34,330 26,356330.5% $107.30万 加仓
DOX AMDOCS LTD $139.31万0.01%27,565 6,07028.2% $30.68万 加仓
AVMV AMERICAN CENTY ETF TR $139.23万0.01%17,288 17,288— $139.23万 新建仓
STM STMICROELECTRONICS N V $138.99万0.01%18,559 11,242153.6% $84.19万 加仓
SMG SCOTTS MIRACLE-GRO CO $138.61万0.01%20,351 3,07517.8% $20.94万 加仓
SKM SK TELECOM CO LTD $138.49万0.01%43,063 11,05534.5% $35.55万 加仓
CHH CHOICE HOTELS INTL INC $138.01万0.01%12,516 -2,928-19.0% -$32.29万 减仓
— TAYLOR MORRISON HOME CORP $137.75万0.01%19,201 -2,408-11.1% -$17.27万 减仓
RELX RELX PLC $137.65万0.01%43,463 -3,805-8.0% -$12.05万 减仓
DGII DIGI INTL INC $137.62万0.01%18,362 -348-1.9% -$2.61万 减仓
DCI DONALDSON INC $137.51万0.01%15,318 1,1598.2% $10.40万 加仓
MTB M & T BK CORP $136.69万0.01%5,743 -84-1.4% -$2.00万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $136.51万0.01%48,875 -6,957-12.5% -$19.43万 减仓
IVOO VANGUARD ADMIRAL FDS INC $136.41万0.01%10,461 -34-0.3% -$4,434 减仓
FWONK LIBERTY MEDIA CORP DEL $136.18万0.01%14,314 6584.8% $6.26万 加仓
SCHA SCHWAB STRATEGIC TR $135.81万0.01%37,589 5351.4% $1.93万 加仓
BSX BOSTON SCIENTIFIC CORP $135.60万0.01%31,772 -30,879-49.3% -$131.79万 减仓
FCN FTI CONSULTING INC $135.38万0.01%9,085 -928-9.3% -$13.83万 减仓
VSH VISHAY INTERTECHNOLOGY INC $135.21万0.01%25,141 -588-2.3% -$3.16万 减仓
DOCN DIGITALOCEAN HLDGS INC $134.97万0.01%8,595 5,943224.1% $93.32万 加仓
NUE NUCOR CORP $134.52万0.01%6,039 3,144108.6% $70.03万 加仓
IDGT ISHARES TR $134.52万0.01%11,234 11,234— $134.52万 新建仓
MUR MURPHY OIL CORP $134.36万0.01%41,265 -2,432-5.6% -$7.92万 减仓
— TEVA PHARMACEUTICAL INDS LTD $134.17万0.01%39,602 6,65020.2% $22.53万 加仓
MRTN MARTEN TRANS LTD $133.60万0.01%77,005 77,005— $133.60万 新建仓
FIIG FIRST TR EXCHANGE-TRADED FD $133.44万0.01%64,430 5,5029.3% $11.39万 加仓
ARGX ARGENX SE $133.32万0.01%1,437 -564-28.2% -$52.33万 减仓
MC MOELIS & CO $133.05万0.01%20,338 -2,006-9.0% -$13.12万 减仓
IWR ISHARES TR $132.78万0.01%12,036 5,14574.7% $56.76万 加仓
RNR RENAISSANCERE HLDGS LTD $132.67万0.01%4,187 -687-14.1% -$21.77万 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $132.42万0.01%23,211 -121-0.5% -$6,903 减仓
WCC WESCO INTL INC $131.98万0.01%3,821 -735-16.1% -$25.39万 减仓
SJM SMUCKER J M CO $131.90万0.01%11,724 3,81248.2% $42.89万 加仓
INSM INSMED INC $131.89万0.01%12,370 -9,475-43.4% -$101.02万 减仓
SOLV SOLVENTUM CORP $131.48万0.01%17,042 -476-2.7% -$3.67万 减仓
HIG HARTFORD INSURANCE GROUP INC $131.20万0.01%9,901 -3,919-28.4% -$51.93万 减仓
EWW ISHARES INC $130.84万0.01%17,383 17,383— $130.84万 新建仓
MDB MONGODB INC $130.78万0.01%3,893 49614.6% $16.66万 加仓
USHY ISHARES TR $130.24万0.01%35,181 -396-1.1% -$1.47万 重新持有
NXST NEXSTAR MEDIA GROUP INC $130.20万0.01%7,291 961.3% $1.71万 加仓
SIMO SILICON MOTION TECHNOLOGY CO $129.45万0.01%3,884 -452-10.4% -$15.06万 减仓
ROP ROPER TECHNOLOGIES INC $129.34万0.01%3,822 3189.1% $10.76万 加仓
VMI VALMONT INDS INC $128.85万0.01%2,231 38721.0% $22.35万 加仓
JBHT HUNT J B TRANS SVCS INC $128.80万0.01%4,450 89525.2% $25.90万 加仓
FISV FISERV INC $128.63万0.01%26,225 -1,301-4.7% -$6.38万 减仓
SAMT ADVISORS INNER CIRCLE FD III $128.52万0.01%26,923 13,859106.1% $66.16万 加仓
— THOR FINL TECHNOLOGIES TR $127.24万0.01%50,164 50,164— $127.24万 新建仓
POR PORTLAND GEN ELEC CO $126.50万0.01%24,407 2,1749.8% $11.27万 加仓
VNO VORNADO RLTY TR $126.25万0.01%32,126 -606-1.9% -$2.38万 减仓
WAL WESTERN ALLIANCE BANCORP $126.20万0.01%15,353 -267-1.7% -$2.19万 减仓
RPM RPM INTL INC $126.19万0.01%11,353 -222-1.9% -$2.47万 减仓
KRG KITE REALTY GROUP TRUST $125.81万0.01%44,330 -2,608-5.6% -$7.40万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $125.29万0.01%24,542 7,85947.1% $40.12万 加仓
WMS ADVANCED DRAIN SYS INC DEL $125.25万0.01%7,979 941.2% $1.48万 加仓
BOOT BOOT BARN HLDGS INC $125.19万0.01%7,621 2,25842.1% $37.09万 加仓
KDP KEURIG DR PEPPER INC $124.95万0.01%38,176 10,43537.6% $34.15万 加仓
BALL BALL CORP $124.82万0.01%20,003 1,83810.1% $11.47万 加仓
EVRG EVERGY INC $124.79万0.01%14,438 3,33930.1% $28.86万 加仓
FJP FIRST TR EXCH TRD ALPHDX FD $124.56万0.01%16,319 1831.1% $1.40万 加仓
IQDF FLEXSHARES TR $123.91万0.01%35,854 470.1% $1,624 加仓
IBP INSTALLED BLDG PRODS INC $123.71万0.01%5,382 -1,578-22.7% -$36.27万 减仓
FLS FLOWSERVE CORP $123.26万0.01%16,621 9,995150.8% $74.12万 加仓
IMKTA INGLES MKTS INC $122.31万0.01%13,808 3,16229.7% $28.01万 加仓