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
LCII LCI INDS $85.33万0.01%8,059 -1,557-16.2% -$16.49万 减仓
STE STERIS PLC $85.10万0.01%4,041 -1,874-31.7% -$39.47万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $85.05万0.01%18,155 -521-2.8% -$2.44万 减仓
DJP BARCLAYS BANK PLC $84.94万0.01%19,433 -955-4.7% -$4.17万 减仓
CNI CANADIAN NATL RY CO $84.73万0.01%7,106 4,116137.7% $49.08万 加仓
SYF SYNCHRONY FINANCIAL $84.64万0.01%11,130 2682.5% $2.04万 加仓
BIO BIO RAD LABS INC $84.32万0.01%2,872 -1,162-28.8% -$34.12万 减仓
PTLC PACER FDS TR $84.01万0.01%14,420 9,535195.2% $55.55万 重新持有
JEPQ J P MORGAN EXCHANGE TRADED F $84.00万0.01%13,667 1,1469.2% $7.04万 加仓
IWS ISHARES TR $83.86万0.01%5,095 -157-3.0% -$2.58万 减仓
GMAB GENMAB A/S $83.62万0.01%30,440 -14,976-33.0% -$41.14万 减仓
IQLT ISHARES TR $83.55万0.01%16,863 -2,276-11.9% -$11.28万 减仓
PHG KONINKLIJKE PHILIPS N V $83.09万0.01%30,559 6,83428.8% $18.58万 加仓
IYK ISHARES TR $83.01万0.01%11,424 -822-6.7% -$5.97万 减仓
HELO J P MORGAN EXCHANGE TRADED F $82.92万0.01%12,269 3793.2% $2.56万 加仓
KVUE KENVUE INC $82.80万0.01%43,328 -17,284-28.5% -$33.03万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $82.73万0.01%8,267 1,11215.5% $11.13万 加仓
LULU LULULEMON ATHLETICA INC $82.68万0.01%7,241 6,047506.4% $69.05万 重新持有
FROG JFROG LTD $82.62万0.01%9,091 3,62666.3% $32.95万 加仓
ESGU ISHARES TR $82.45万0.01%5,038 -2,064-29.1% -$33.78万 减仓
FXH FIRST TR EXCHANGE-TRADED FD $82.39万0.01%6,731 1,28523.6% $15.73万 加仓
OZK BANK OZK LITTLE ROCK ARK $82.21万0.01%15,783 8515.7% $4.43万 加仓
CVLT COMMVAULT SYS INC $82.10万0.01%5,793 91118.7% $12.91万 加仓
ABEV AMBEV SA $82.10万0.01%261,463 -17,774-6.4% -$5.58万 减仓
AWI ARMSTRONG WORLD INDS INC NEW $82.01万0.01%5,112 1843.7% $2.95万 加仓
WSBC WESBANCO INC $81.83万0.01%20,967 -1,183-5.3% -$4.62万 减仓
DIVI FRANKLIN TEMPLETON ETF TR $81.82万0.01%19,152 10,970134.1% $46.86万 加仓
TFI SPDR SERIES TRUST $81.73万0.01%17,844 10,208133.7% $46.75万 加仓
ALAB ASTERA LABS INC $81.27万0.01%1,682 -1,122-40.0% -$54.21万 减仓
NICE NICE LTD $81.08万0.01%8,925 6527.9% $5.92万 加仓
PBH PRESTIGE CONSMR HEALTHCARE I $80.82万0.01%17,098 2,70318.8% $12.78万 加仓
PBA PEMBINA PIPELINE CORP $80.50万0.01%17,405 -1,665-8.7% -$7.70万 减仓
BKLN INVESCO EXCH TRADED FD TR II $80.17万0.01%39,356 -1,561-3.8% -$3.18万 减仓
CYD CHINA YUCHAI INTL LTD $80.03万0.01%16,880 1,0656.7% $5.05万 加仓
SPTI SPDR SERIES TRUST $79.82万0.01%28,117 2,65210.4% $7.53万 加仓
RTO RENTOKIL INITIAL PLC $79.70万0.01%27,858 9043.4% $2.59万 加仓
— FIRST TR EXCHNG TRADED FD VI $79.59万0.01%30,747 1,0413.5% $2.69万 加仓
BIBL NORTHERN LTS FD TR IV $79.48万0.01%13,732 13,732— $79.48万 新建仓
CBOE CBOE GLOBAL MKTS INC $79.37万0.01%3,271 -533-14.0% -$12.93万 减仓
DSGX DESCARTES SYS GROUP INC $79.36万0.01%11,462 -1,734-13.1% -$12.01万 减仓
CGBL CAPITAL GROUP CORE BALANCED $79.33万0.01%20,899 3,70021.5% $14.05万 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $79.20万0.01%10,587 1,57917.5% $11.81万 加仓
IPGP IPG PHOTONICS CORP $79.16万0.01%6,747 4927.9% $5.77万 加仓
OC OWENS CORNING NEW $79.11万0.01%4,977 -1,355-21.4% -$21.54万 减仓
— ELEVATION SERIES TRUST $79.02万0.01%26,593 -11,287-29.8% -$33.54万 减仓
AFRM AFFIRM HLDGS INC $79.02万0.01%9,690 2,60236.7% $21.22万 重新持有
PII POLARIS INC $78.89万0.01%11,527 11,527— $78.89万 新建仓
GHM GRAHAM CORP $78.80万0.01%6,366 93717.3% $11.60万 加仓
RIOT RIOT PLATFORMS INC $78.74万0.01%28,758 5,75525.0% $15.76万 加仓
JNK SPDR SERIES TRUST $78.23万0.01%8,118 -3,085-27.5% -$29.73万 减仓
SPMB SPDR SERIES TRUST $78.22万0.01%35,062 -2,552-6.8% -$5.69万 减仓
DT DYNATRACE INC $78.12万0.01%17,792 -11,836-39.9% -$51.97万 减仓
TAP MOLSON COORS BEVERAGE CO $77.88万0.01%19,990 6,09643.9% $23.75万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $77.62万0.01%4,863 -281-5.5% -$4.48万 减仓
BMI BADGER METER INC $77.52万0.01%5,224 2,06365.3% $30.61万 加仓
PIZ INVESCO EXCH TRADED FD TR II $77.49万0.01%13,862 7,770127.5% $43.43万 加仓
CAG CONAGRA BRANDS INC $77.48万0.01%57,563 45,919394.4% $61.81万 加仓
GLNG GOLAR LNG LTD $77.30万0.01%15,510 -313-2.0% -$1.56万 减仓
PZZA PAPA JOHNS INTL INC $77.27万0.01%21,013 9,58183.8% $35.23万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $77.20万0.01%3,554 -317-8.2% -$6.89万 减仓
BIIB BIOGEN INC $77.20万0.01%3,573 1,13646.6% $24.55万 加仓
MTD METTLER TOLEDO INTERNATIONAL $76.78万0.01%601 -355-37.1% -$45.35万 减仓
RACE FERRARI N V $76.76万0.01%2,062 -582-22.0% -$21.67万 减仓
— COLLABORATIVE INVESTMNT SER $76.74万0.01%19,403 2551.3% $1.01万 加仓
TLN TALEN ENERGY CORP $76.70万0.01%1,996 -227-10.2% -$8.72万 减仓
LPX LOUISIANA PAC CORP $76.53万0.01%9,729 2,61136.7% $20.54万 加仓
TSCO TRACTOR SUPPLY CO $76.37万0.01%24,161 -31,879-56.9% -$100.77万 减仓
ICSH ISHARES TR $76.35万0.01%15,095 8,586131.9% $43.43万 加仓
AMLP ALPS ETF TR $76.22万0.01%14,700 10,728270.1% $55.63万 加仓
UPSD ETF SER SOLUTIONS $76.20万0.01%27,021 1,0924.2% $3.08万 加仓
NUBD NUSHARES ETF TR $76.19万0.01%34,419 -8,513-19.8% -$18.84万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $76.01万0.01%10,724 -10,371-49.2% -$73.51万 减仓
FSS FEDERAL SIGNAL CORP $75.77万0.01%5,897 1152.0% $1.48万 加仓
HAS HASBRO INC $75.63万0.01%9,157 1,16414.6% $9.61万 加仓
PKW INVESCO EXCHANGE TRADED FD T $75.56万0.01%5,334 78317.2% $11.09万 加仓
PRM PERIMETER SOLUTIONS INC $75.49万0.01%21,174 6,43043.6% $22.92万 加仓
NTGR NETGEAR INC $75.46万0.01%32,315 1,0853.5% $2.53万 加仓
ABCB AMERIS BANCORP $75.20万0.01%8,331 1712.1% $1.54万 加仓
SBAC SBA COMMUNICATIONS CORP $74.83万0.01%4,240 2175.4% $3.83万 加仓
ABVX ABIVAX SA $74.73万0.01%5,608 -384-6.4% -$5.12万 减仓
— GATES INDL CORP PLC $74.71万0.01%26,709 8,00142.8% $22.38万 加仓
CIG CIA ENERGETICA DE MINAS GERA $74.42万0.01%354,382 6,0791.7% $1.28万 加仓
AGCO AGCO CORP $74.24万0.01%6,202 -72-1.1% -$8,618 减仓
MAA MID-AMER APT CMNTYS INC $74.20万0.01%5,340 1,33233.2% $18.51万 加仓
TGTX TG THERAPEUTICS INC $73.97万0.01%13,464 1,1419.3% $6.27万 加仓
COPX GLOBAL X FDS $73.88万0.01%9,599 -6,053-38.7% -$46.59万 减仓
IIIV I3 VERTICALS INC $73.82万0.01%34,560 -37,475-52.0% -$80.05万 减仓
KNSL KINSALE CAP GROUP INC $73.65万0.01%2,233 -442-16.5% -$14.58万 减仓
IDCC INTERDIGITAL INC $73.43万0.01%2,594 -975-27.3% -$27.60万 减仓
CAE CAE INC $73.32万0.01%29,256 6,21227.0% $15.57万 加仓
OGS ONE GAS INC $73.30万0.01%9,510 3583.9% $2.76万 加仓
HYGV FLEXSHARES TR $73.29万0.01%18,205 910.5% $3,664 加仓
AMRZ AMRIZE LTD $73.23万0.01%13,739 4,07342.1% $21.71万 加仓
— FIRST TR EXCHNG TRADED FD VI $73.13万0.01%20,840 -3,802-15.4% -$13.34万 减仓
DBA INVESCO DB MULTI-SECTOR COMM $72.91万0.01%27,338 1,4925.8% $3.98万 加仓
UFPI UFP INDUSTRIES INC $72.69万0.01%8,011 -5,999-42.8% -$54.44万 减仓
— ATKORE INC $72.60万0.01%9,547 510.5% $3,878 加仓
IEZ ISHARES TR $72.49万0.01%26,947 26,947— $72.49万 新建仓
WTM WHITE MTNS INS GROUP LTD $72.39万0.01%349 12354.4% $25.51万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $72.33万0.01%17,795 1,0586.3% $4.30万 加仓