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
SKYY FIRST TR EXCHANGE-TRADED FD $91.74万0.01%8,389 -7,536-47.3% -$82.41万 减仓
ICVT ISHARES TR $91.71万0.01%9,010 -8,513-48.6% -$86.65万 减仓
KNSL KINSALE CAP GROUP INC $91.38万0.01%2,675 25710.6% $8.78万 加仓
ASND ASCENDIS PHARMA A/S $91.35万0.01%3,994 2576.9% $5.88万 加仓
APTV APTIV PLC $91.30万0.01%13,148 2,76726.7% $19.21万 加仓
NICE NICE LTD $91.22万0.01%8,273 3,76583.5% $41.51万 加仓
SNX TD SYNNEX CORPORATION $91.18万0.01%5,405 -444-7.6% -$7.49万 减仓
DSI ISHARES TR $91.11万0.01%7,518 -195-2.5% -$2.36万 减仓
EVRG EVERGY INC $90.92万0.01%11,099 1,10311.0% $9.04万 加仓
BP BP PLC $90.75万0.01%19,309 -5,448-22.0% -$25.61万 减仓
— FIDELITY COVINGTON TRUST $90.65万0.01%18,440 -165,664-90.0% -$814.41万 减仓
CWCO CONSOLIDATED WATER CO INC $90.59万0.01%27,352 -3,525-11.4% -$11.67万 减仓
TSPA T ROWE PRICE ETF INC $90.47万0.01%22,120 -180,191-89.1% -$737.00万 减仓
FCFS FIRSTCASH HOLDINGS INC $90.19万0.01%4,797 -2,705-36.1% -$50.86万 减仓
ACIW ACI WORLDWIDE INC $90.19万0.01%21,992 5,68134.8% $23.30万 加仓
DGII DIGI INTL INC $90.18万0.01%18,710 -1,617-8.0% -$7.79万 减仓
EPC EDGEWELL PERSONAL CARE CO $90.13万0.01%42,237 11,10635.7% $23.70万 加仓
IAI ISHARES TR $90.00万0.01%5,482 -215-3.8% -$3.53万 减仓
RACE FERRARI N V $89.49万0.01%2,644 -1,579-37.4% -$53.44万 减仓
PRK PARK NATL CORP $89.11万0.01%5,452 -467-7.9% -$7.63万 减仓
GFI GOLD FIELDS LTD $88.97万0.01%19,598 5763.0% $2.62万 加仓
BNDC FLEXSHARES TR $88.74万0.01%39,902 17,94881.8% $39.91万 加仓
PUK PRUDENTIAL PLC $88.73万0.01%31,211 -7,172-18.7% -$20.39万 减仓
IQLT ISHARES TR $88.48万0.01%19,139 -125,575-86.8% -$580.54万 减仓
— BITWISE ETHEREUM ETF $88.36万0.01%58,908 26,45581.5% $39.68万 加仓
UGI UGI CORP NEW $88.31万0.01%24,247 -1,389-5.4% -$5.06万 减仓
NOBL PROSHARES TR $88.20万0.01%8,320 -3,424-29.2% -$36.30万 减仓
LGND LIGAND PHARMACEUTICALS INC $88.11万0.01%4,413 44711.3% $8.92万 加仓
FNDE SCHWAB STRATEGIC TR $88.10万0.01%23,028 6,89342.7% $26.37万 加仓
VTR VENTAS INC $88.05万0.01%10,767 -2,132-16.5% -$17.44万 减仓
IWM ISHARES TR $88.05万0.01%3,550 -22,633-86.4% -$561.35万 减仓
CRC CALIFORNIA RES CORP $88.01万0.01%12,715 1,65615.0% $11.46万 加仓
WEX WEX INC $87.95万0.01%5,747 681.2% $1.04万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $87.68万0.01%22,186 1,1245.3% $4.44万 加仓
BEN FRANKLIN RESOURCES INC $87.39万0.01%37,000 -6,823-15.6% -$16.12万 减仓
PAVE GLOBAL X FDS $87.09万0.01%17,141 -21,290-55.4% -$108.17万 减仓
NEAR ISHARES U S ETF TR $86.77万0.01%17,069 -721-4.1% -$3.67万 减仓
TKR TIMKEN CO $86.50万0.01%8,601 -1,518-15.0% -$15.27万 减仓
— KENNEDY-WILSON HOLDINGS INC $86.43万0.01%79,876 -8,820-9.9% -$9.54万 减仓
OEF ISHARES TR $86.34万0.01%2,714 -148,765-98.2% -$4,732.49万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $86.26万0.01%13,761 5,20360.8% $32.61万 加仓
AROW ARROW FINL CORP $85.98万0.01%25,611 -2,726-9.6% -$9.15万 减仓
IYK ISHARES TR $85.76万0.01%12,246 2,70128.3% $18.92万 加仓
GLNG GOLAR LNG LTD $85.62万0.01%15,823 -1,558-9.0% -$8.43万 减仓
CYTK CYTOKINETICS INC $85.55万0.01%12,980 -1,390-9.7% -$9.16万 减仓
ON ON SEMICONDUCTOR CORP $85.52万0.01%13,811 1,95516.5% $12.11万 加仓
PBA PEMBINA PIPELINE CORP $85.36万0.01%19,070 -5,995-23.9% -$26.83万 减仓
PBH PRESTIGE CONSMR HEALTHCARE I $85.32万0.01%14,395 -780-5.1% -$4.62万 减仓
VNO VORNADO RLTY TR $85.07万0.01%32,732 -1,689-4.9% -$4.39万 减仓
ENFR ALPS ETF TR $84.86万0.01%22,210 22,210— $84.86万 新建仓
RTO RENTOKIL INITIAL PLC $84.85万0.01%26,954 17,106173.7% $53.85万 加仓
INVX INNOVEX INTERNATIONAL INC $84.63万0.01%34,699 -6,006-14.8% -$14.65万 减仓
— FIRST TR EXCHNG TRADED FD VI $84.52万0.01%24,642 8173.4% $2.80万 加仓
UHAL/B U HAUL HOLDING COMPANY $84.50万0.01%18,917 6573.6% $2.93万 加仓
CNP CENTERPOINT ENERGY INC $84.36万0.01%19,545 -15,396-44.1% -$66.45万 减仓
SPMB SPDR SERIES TRUST $84.22万0.01%37,614 5321.4% $1.19万 加仓
MTN VAIL RESORTS INC $84.18万0.01%6,560 72912.5% $9.36万 加仓
CNEQ THE ALGER ETF TRUST $84.05万0.01%27,009 -68,064-71.6% -$211.81万 减仓
FIS FIDELITY NATL INFORMATION SV $83.73万0.01%17,849 -15,448-46.4% -$72.47万 减仓
BKLN INVESCO EXCH TRADED FD TR II $83.51万0.01%40,917 -187-0.5% -$3,817 减仓
CIG CIA ENERGETICA DE MINAS GERA $83.24万0.01%348,303 56,30719.3% $13.46万 加仓
MDB MONGODB INC $83.15万0.01%3,397 1,853120.0% $45.36万 加仓
LMAT LEMAITRE VASCULAR INC $83.10万0.01%7,612 2,45947.7% $26.84万 加仓
TWLO TWILIO INC $82.98万0.01%6,595 2,69068.9% $33.85万 加仓
AKAM AKAMAI TECHNOLOGIES INC $82.63万0.01%7,195 701.0% $8,040 加仓
INFY INFOSYS LTD $82.59万0.01%61,136 8,81816.9% $11.91万 加仓
IRT INDEPENDENCE RLTY TR INC $82.47万0.01%55,383 -3,349-5.7% -$4.99万 减仓
KMT KENNAMETAL INC $82.44万0.01%22,817 -8,542-27.2% -$30.86万 减仓
ICLR ICON PLC $82.40万0.01%7,446 1,19119.0% $13.18万 加仓
TIP ISHARES TR $82.26万0.01%7,454 -2,836-27.6% -$31.30万 减仓
EVSM MORGAN STANLEY ETF TRUST $82.07万0.01%16,352 -76,643-82.4% -$384.68万 减仓
SSNC SS&C TECH HLDGS $81.90万0.01%12,121 -1,485-10.9% -$10.03万 减仓
CACC CREDIT ACCEP CORP MICH $81.90万0.01%1,934 33020.6% $13.97万 加仓
FTLS FIRST TR EXCH TRADED FD III $81.59万0.01%11,596 -1,346-10.4% -$9.47万 减仓
ABEV AMBEV SA $81.54万0.01%279,237 86,36344.8% $25.22万 加仓
BG BUNGE GLOBAL SA $81.35万0.01%6,396 2564.2% $3.26万 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $81.34万0.01%18,676 -96-0.5% -$4,181 减仓
AWI ARMSTRONG WORLD INDS INC NEW $81.21万0.01%4,928 -1,952-28.4% -$32.17万 减仓
BAP CREDICORP LTD $81.03万0.01%2,389 1074.7% $3.63万 加仓
BAR GRANITESHARES GOLD TR $80.89万0.01%17,535 -305-1.7% -$1.41万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $80.65万0.01%37,200 -12,975-25.9% -$28.13万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $80.30万0.01%11,575 -2,300-16.6% -$15.96万 减仓
BXP BXP INC $80.14万0.01%15,441 4,33739.1% $22.51万 加仓
IJK ISHARES TR $80.09万0.01%7,960 -8,229-50.8% -$82.80万 减仓
ADM ARCHER DANIELS MIDLAND CO $80.05万0.01%11,012 1,54216.3% $11.21万 加仓
CRVL CORVEL CORP $80.00万0.01%14,639 2,82523.9% $15.44万 加仓
HOOD ROBINHOOD MKTS INC $79.94万0.01%11,535 -22,900-66.5% -$158.70万 减仓
FMF FIRST TR EXCHANGE-TRADED FD $79.93万0.01%15,790 -361-2.2% -$1.83万 减仓
CASH PATHWARD FINANCIAL INC $79.72万0.01%8,934 5,798184.9% $51.74万 重新持有
LOPE GRAND CANYON ED INC $79.71万0.01%4,688 86222.5% $14.66万 加仓
— INNOVATOR ETFS TRUST $79.69万0.01%38,534 -257-0.7% -$5,315 减仓
TRS TRIMAS CORP $79.68万0.01%22,170 -2,225-9.1% -$8.00万 减仓
UHS UNIVERSAL HLTH SVCS INC $79.36万0.01%4,434 1,10233.1% $19.72万 加仓
EPS WISDOMTREE TR $79.30万0.01%11,642 -258-2.2% -$1.76万 减仓
SHG SHINHAN FINANCIAL GROUP CO L $78.99万0.01%12,881 -168-1.3% -$1.03万 减仓
OGS ONE GAS INC $78.82万0.01%9,152 -3,087-25.2% -$26.59万 减仓
ESLT ELBIT SYS LTD $78.80万0.01%928 44190.6% $37.44万 加仓
BRC BRADY CORP $78.78万0.01%9,697 2,57936.2% $20.95万 加仓
BOOT BOOT BARN HLDGS INC $78.49万0.01%5,363 77516.9% $11.34万 加仓
— RBB FD INC $78.18万0.01%22,345 22,345— $78.18万 新建仓