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 |
|---|---|---|---|---|---|---|---|---|
| BAPR | INNOVATOR ETFS TRUST | $111.15万 | 0.01% | 22,692 | 22,692 | — | $111.15万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $110.79万 | 0.01% | 21,869 | -4,062 | -15.7% | -$20.58万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $110.67万 | 0.01% | 15,620 | 838 | 5.7% | $5.94万 | 加仓 |
| WAT | WATERS CORP | $110.33万 | 0.01% | 3,705 | 1,726 | 87.2% | $51.40万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $109.79万 | 0.01% | 7,676 | -17 | -0.2% | -$2,432 | 减仓 |
| DT | DYNATRACE INC | $109.56万 | 0.01% | 29,628 | 254 | 0.9% | $9,393 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $108.93万 | 0.01% | 14,077 | -117 | -0.8% | -$9,053 | 减仓 |
| F | FORD MTR CO | $108.91万 | 0.01% | 94,376 | -13,582 | -12.6% | -$15.67万 | 减仓 |
| AFL | AFLAC INC | $108.70万 | 0.01% | 9,908 | -5,127 | -34.1% | -$56.25万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $108.42万 | 0.01% | 8,479 | 485 | 6.1% | $6.20万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $108.13万 | 0.01% | 7,885 | -540 | -6.4% | -$7.41万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $107.86万 | 0.01% | 45,301 | 746 | 1.7% | $1.78万 | 加仓 |
| IDCC | INTERDIGITAL INC | $107.79万 | 0.01% | 3,569 | 1,100 | 44.6% | $33.22万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $107.75万 | 0.01% | 37,054 | 2,168 | 6.2% | $6.30万 | 加仓 |
| WWD | WOODWARD INC | $107.55万 | 0.01% | 3,005 | -347 | -10.4% | -$12.42万 | 减仓 |
| BALL | BALL CORP | $107.37万 | 0.01% | 18,165 | 8,950 | 97.1% | $52.90万 | 重新持有 |
| JNK | SPDR SERIES TRUST | $107.24万 | 0.01% | 11,203 | 200 | 1.8% | $1.91万 | 加仓 |
| RMD | RESMED INC | $107.11万 | 0.01% | 4,772 | 3,228 | 209.1% | $72.45万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $106.93万 | 0.01% | 3,804 | -151 | -3.8% | -$4.24万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $106.92万 | 0.01% | 12,482 | 1,026 | 9.0% | $8.79万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $106.50万 | 0.01% | 21,435 | 21,435 | — | $106.50万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $106.48万 | 0.01% | 15,182 | -231 | -1.5% | -$1.62万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $106.35万 | 0.01% | 6,418 | 435 | 7.3% | $7.21万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $105.77万 | 0.01% | 19,833 | 19,833 | — | $105.77万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $105.69万 | 0.01% | 13,120 | -3,996 | -23.3% | -$32.19万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $105.42万 | 0.01% | 21,969 | 21,969 | — | $105.42万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $105.41万 | 0.01% | 25,983 | 14,101 | 118.7% | $57.21万 | 加仓 |
| BWA | BORGWARNER INC | $105.27万 | 0.01% | 19,401 | -5,939 | -23.4% | -$32.23万 | 减仓 |
| FICO | FAIR ISAAC CORP | $105.26万 | 0.01% | 986 | -375 | -27.6% | -$40.03万 | 减仓 |
| XBI | SPDR SERIES TRUST | $105.24万 | 0.01% | 8,240 | 1,039 | 14.4% | $13.27万 | 加仓 |
| MOD | MODINE MFG CO | $105.15万 | 0.01% | 4,852 | -2,571 | -34.6% | -$55.72万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $105.06万 | 0.01% | 17,276 | 4,089 | 31.0% | $24.87万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $105.04万 | 0.01% | 13,117 | 1,832 | 16.2% | $14.67万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $104.91万 | 0.01% | 23,518 | 13,369 | 131.7% | $59.64万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $104.52万 | 0.01% | 39,294 | 243 | 0.6% | $6,463 | 加仓 |
| KVUE | KENVUE INC | $104.50万 | 0.01% | 60,612 | 1,044 | 1.8% | $1.80万 | 加仓 |
| IDV | ISHARES TR | $104.22万 | 0.01% | 24,488 | -2,032 | -7.7% | -$8.65万 | 减仓 |
| AES | AES CORP | $104.19万 | 0.01% | 73,943 | -35,877 | -32.7% | -$50.55万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $104.16万 | 0.01% | 35,697 | -50,524 | -58.6% | -$147.43万 | 减仓 |
| BUXX | EA SERIES TRUST | $103.74万 | 0.01% | 51,240 | 26,428 | 106.5% | $53.50万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $103.01万 | 0.01% | 12,142 | -13,739 | -53.1% | -$116.56万 | 减仓 |
| BBY | BEST BUY INC | $102.65万 | 0.01% | 15,990 | 555 | 3.6% | $3.56万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $102.31万 | 0.01% | 22,904 | -483 | -2.1% | -$2.16万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $102.21万 | 0.01% | 33,935 | -8,439 | -19.9% | -$25.42万 | 减仓 |
| — | ELEVATION SERIES TRUST | $101.56万 | 0.01% | 37,880 | 295 | 0.8% | $7,909 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $101.52万 | 0.01% | 10,143 | 5,742 | 130.5% | $57.47万 | 加仓 |
| IBN | ICICI BANK LIMITED | $101.27万 | 0.01% | 39,101 | -3,292 | -7.8% | -$8.53万 | 减仓 |
| IGIB | ISHARES TR | $100.59万 | 0.01% | 18,900 | 338 | 1.8% | $1.80万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $100.58万 | 0.01% | 20,640 | 871 | 4.4% | $4.24万 | 加仓 |
| ESGU | ISHARES TR | $100.43万 | 0.01% | 7,102 | 510 | 7.7% | $7.21万 | 加仓 |
| — | TIDAL TRUST I | $100.25万 | 0.01% | 36,468 | 3,201 | 9.6% | $8.80万 | 加仓 |
| FLTR | VANECK ETF TRUST | $100.23万 | 0.01% | 39,335 | 13,942 | 54.9% | $35.52万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $100.02万 | 0.01% | 4,504 | 589 | 15.0% | $13.08万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $99.93万 | 0.01% | 45,114 | -606 | -1.3% | -$1.34万 | 减仓 |
| EQT | EQT CORP | $99.74万 | 0.01% | 15,673 | 7 | 0.0% | $445 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $99.66万 | 0.01% | 16,324 | 1,633 | 11.1% | $9.97万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $99.25万 | 0.01% | 32,952 | 13,932 | 73.2% | $41.96万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $99.10万 | 0.01% | 38,291 | 2,946 | 8.3% | $7.62万 | 加仓 |
| SGOL | ETFS GOLD TR | $98.78万 | 0.01% | 22,138 | -24,149 | -52.2% | -$107.75万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $98.78万 | 0.01% | 80,436 | -5,654 | -6.6% | -$6.94万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $98.66万 | 0.01% | 26,074 | 1,237 | 5.0% | $4.68万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $98.52万 | 0.01% | 35,388 | 2,369 | 7.2% | $6.60万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $98.48万 | 0.01% | 16,683 | 2,461 | 17.3% | $14.53万 | 加仓 |
| DINO | HF SINCLAIR CORP | $98.17万 | 0.01% | 15,735 | -1,477 | -8.6% | -$9.21万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $98.15万 | 0.01% | 20,388 | -3,509 | -14.7% | -$16.89万 | 减仓 |
| STN | STANTEC INC | $98.01万 | 0.01% | 11,344 | 84 | 0.7% | $7,258 | 加仓 |
| MDU | MDU RES GROUP INC | $97.89万 | 0.01% | 47,244 | -19,876 | -29.6% | -$41.18万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $97.84万 | 0.01% | 10,854 | -2,201 | -16.9% | -$19.84万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $97.73万 | 0.01% | 3,212 | 21 | 0.7% | $6,390 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $97.40万 | 0.01% | 29,814 | -1,174 | -3.8% | -$3.84万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $97.30万 | 0.01% | 39,488 | -3,199 | -7.5% | -$7.88万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $97.30万 | 0.01% | 4,758 | -1,540 | -24.5% | -$31.49万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $97.29万 | 0.01% | 15,730 | -5,171 | -24.7% | -$31.98万 | 减仓 |
| EPAM | EPAM SYS INC | $96.93万 | 0.01% | 7,159 | 2,570 | 56.0% | $34.80万 | 加仓 |
| HTO | H2O AMERICA | $96.71万 | 0.01% | 16,483 | -497 | -2.9% | -$2.92万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $96.05万 | 0.01% | 114,618 | -2,408 | -2.1% | -$2.02万 | 减仓 |
| RY | ROYAL BK CDA | $96.04万 | 0.01% | 5,936 | 483 | 8.9% | $7.81万 | 加仓 |
| FTNT | FORTINET INC | $95.94万 | 0.01% | 11,740 | 2,483 | 26.8% | $20.29万 | 加仓 |
| IMKTA | INGLES MKTS INC | $95.70万 | 0.01% | 10,646 | 1,200 | 12.7% | $10.79万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $95.60万 | 0.01% | 3,669 | 291 | 8.6% | $7.58万 | 加仓 |
| NUBD | NUSHARES ETF TR | $95.35万 | 0.01% | 42,932 | 27 | 0.1% | $600 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $95.03万 | 0.01% | 8,988 | -1,119 | -11.1% | -$11.83万 | 减仓 |
| FRDM | EA SERIES TRUST | $94.80万 | 0.01% | 17,346 | 2,312 | 15.4% | $12.64万 | 加仓 |
| EVR | EVERCORE INC | $94.68万 | 0.01% | 3,172 | 26 | 0.8% | $7,761 | 加仓 |
| CF | CF INDUSTRIES HOLD | $94.59万 | 0.01% | 7,285 | -5,229 | -41.8% | -$67.89万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $94.43万 | 0.01% | 13,196 | -7,842 | -37.3% | -$56.12万 | 减仓 |
| CLX | CLOROX CO DEL | $93.96万 | 0.01% | 9,066 | -2,755 | -23.3% | -$28.55万 | 减仓 |
| SKM | SK TELECOM CO LTD | $93.75万 | 0.01% | 32,008 | 5,926 | 22.7% | $17.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $93.69万 | 0.01% | 35,544 | 35,544 | — | $93.69万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $92.87万 | 0.01% | 18,210 | 3,407 | 23.0% | $17.38万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $92.74万 | 0.01% | 18,371 | -1,582 | -7.9% | -$7.99万 | 减仓 |
| WPC | WP CAREY INC | $92.72万 | 0.01% | 13,643 | -136 | -1.0% | -$9,243 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $92.63万 | 0.01% | 18,748 | -67 | -0.4% | -$3,310 | 减仓 |
| VNT | VONTIER CORPORATION | $92.58万 | 0.01% | 26,100 | 6,536 | 33.4% | $23.18万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $92.53万 | 0.01% | 10,233 | 2,259 | 28.3% | $20.43万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $92.40万 | 0.01% | 4,483 | 1,107 | 32.8% | $22.82万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $92.23万 | 0.01% | 4,544 | 377 | 9.0% | $7.65万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $92.10万 | 0.01% | 12,960 | -6,935 | -34.9% | -$49.28万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $91.82万 | 0.01% | 2,162 | -2,640 | -55.0% | -$112.12万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $91.76万 | 0.01% | 16,099 | 2,755 | 20.6% | $15.70万 | 加仓 |