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
WSM WILLIAMS SONOMA INC $72.32万0.01%3,103 602.0% $1.40万 加仓
— PACER FDS TR $72.18万0.01%37,652 1,2963.6% $2.48万 加仓
SHG SHINHAN FINANCIAL GROUP CO L $72.16万0.01%11,409 -1,472-11.4% -$9.31万 减仓
DPZ DOMINOS PIZZA INC $71.87万0.01%2,428 92161.1% $27.26万 加仓
FLBL FRANKLIN TEMPLETON ETF TR $71.84万0.01%31,343 2530.8% $5,799 加仓
GRFS GRIFOLS S A $71.74万0.01%101,326 35,16753.2% $24.90万 加仓
IDU ISHARES TR $71.69万0.01%6,255 -5,157-45.2% -$59.10万 减仓
TOL TOLL BROTHERS INC $71.59万0.01%4,345 831.9% $1.37万 加仓
EBC EASTERN BANKSHARES INC $71.41万0.01%32,107 -454-1.4% -$1.01万 减仓
AFL AFLAC INC $71.23万0.01%6,075 -3,833-38.7% -$44.94万 减仓
— INNOVATOR ETFS TRUST $71.02万0.01%32,282 -6,252-16.2% -$13.75万 减仓
CSL CARLISLE COS INC $70.91万0.01%1,955 -332-14.5% -$12.04万 减仓
EVSM MORGAN STANLEY ETF TRUST $70.46万0.01%14,005 -2,347-14.4% -$11.81万 减仓
ALRM ALARM COM HLDGS INC $70.32万0.01%15,051 1,1388.2% $5.32万 加仓
SBRA SABRA HEALTH CARE REIT INC $70.27万0.01%36,019 -430-1.2% -$8,389 减仓
ALH ALLIANCE LAUNDRY HLDGS INC $69.99万0.01%26,392 1,0774.3% $2.86万 加仓
GIGL GOLDMAN SACHS ETF TR $69.97万0.01%13,830 13,830— $69.97万 新建仓
PYPL PAYPAL HLDGS INC $69.90万0.01%16,188 -24,592-60.3% -$106.19万 减仓
— WARNER BROS DISCOVERY INC $69.90万0.01%26,218 2,61611.1% $6.97万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $69.90万0.01%21,849 11,274106.6% $36.07万 加仓
VOYA VOYA FINANCIAL INC $69.80万0.01%7,710 1,76929.8% $16.01万 加仓
THC TENET HEALTHCARE CORP $69.76万0.01%3,729 -8,135-68.6% -$152.19万 减仓
EXR EXTRA SPACE STORAGE INC $69.55万0.01%4,787 -49-1.0% -$7,120 减仓
FTSD FRANKLIN ETF TR $69.49万0.01%7,678 -34-0.4% -$3,077 减仓
ACLS AXCELIS TECHNOLOGIES INC $69.45万0.01%3,666 -240-6.1% -$4.55万 减仓
PKE PARK AEROSPACE CORP $69.41万0.01%18,190 1,3207.8% $5.04万 加仓
LMAT LEMAITRE VASCULAR INC $69.38万0.01%7,230 -382-5.0% -$3.67万 减仓
LVHD LEGG MASON ETF INVT $69.29万0.01%15,747 7,61793.7% $33.52万 加仓
FIS FIDELITY NATL INFORMATION SV $69.25万0.01%17,811 -38-0.2% -$1,477 减仓
ORN ORION GROUP HLDGS INC $69.19万0.01%41,134 9,41129.7% $15.83万 加仓
— FLEXSHARES TR $69.12万0.01%33,517 -182-0.5% -$3,753 减仓
TMP TOMPKINS FINL CORP $68.89万0.01%7,289 -137-1.8% -$1.29万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $68.87万0.01%42,964 28,732201.9% $46.06万 加仓
— FIRST TR EXCHANGE TRADED FD $68.85万0.01%15,720 -1,187-7.0% -$5.20万 减仓
VSEC VSE CORP $68.78万0.01%3,010 86940.6% $19.86万 加仓
SKY CHAMPION HOMES INC $68.78万0.01%7,805 2863.8% $2.52万 加仓
UNM UNUM GROUP $68.49万0.01%7,661 72510.5% $6.48万 加仓
SAIC SCIENCE APPLICATIONS INTL CO $68.44万0.01%6,198 1,86943.2% $20.64万 加仓
H HYATT HOTELS CORP $68.41万0.01%3,529 50116.5% $9.71万 加仓
CGSM CAPITAL GRP FIXED INCM ETF T $68.36万0.01%25,910 25,910— $68.36万 新建仓
TECH BIO-TECHNE CORP $68.33万0.01%9,671 -404-4.0% -$2.85万 减仓
HROW HARROW INC $68.32万0.01%16,087 -1,542-8.7% -$6.55万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $68.19万0.01%7,697 2,85258.9% $25.27万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $68.14万0.01%7,478 7,478— $68.14万 新建仓
UDR UDR INC $68.11万0.01%17,062 -1,083-6.0% -$4.32万 减仓
LFUS LITTELFUSE INC $68.05万0.01%1,494 -319-17.6% -$14.53万 减仓
FND FLOOR & DECOR HLDGS INC $68.02万0.01%11,459 1060.9% $6,292 加仓
ROKU ROKU INC $68.02万0.01%4,924 81319.8% $11.23万 加仓
SPYI NEOS ETF TRUST $67.98万0.01%12,805 3,29734.7% $17.50万 加仓
— WEBSTER FINL CORP $67.95万0.01%8,892 4,683111.3% $35.79万 加仓
IOT SAMSARA INC $67.93万0.01%20,948 2,97916.6% $9.66万 加仓
— INNOVATOR ETFS TRUST $67.75万0.01%16,870 16,870— $67.75万 新建仓
— INNOVATOR ETFS TRUST $67.67万0.01%30,064 -5,953-16.5% -$13.40万 减仓
FELG FIDELITY COVINGTON TRUST $67.52万0.01%15,434 -2,779-15.3% -$12.16万 减仓
HWKN HAWKINS INC $67.51万0.01%4,751 1252.7% $1.78万 加仓
AWR AMER STATES WTR CO $67.40万0.01%8,157 -284-3.4% -$2.35万 减仓
GMED GLOBUS MED INC $67.29万0.01%8,517 6077.7% $4.80万 加仓
CRC CALIFORNIA RES CORP $67.23万0.01%12,715 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $67.11万0.01%10,485 -6,249-37.3% -$40.00万 减仓
— INNOVATOR ETFS TRUST $66.98万0.01%29,757 -5,982-16.7% -$13.47万 减仓
QLC FLEXSHARES TR $66.76万0.01%7,429 4,102123.3% $36.86万 加仓
DKS DICKS SPORTING GOODS INC $66.75万0.01%2,943 -363-11.0% -$8.23万 减仓
SWIM LATHAM GROUP INC $66.66万0.01%103,028 14,69916.6% $9.51万 加仓
DECK DECKERS OUTDOOR CORP $66.59万0.01%6,707 -3,436-33.9% -$34.12万 减仓
YLD PRINCIPAL EXCHANGE TRADED FD $66.54万0.01%34,876 4,58815.1% $8.75万 加仓
PCG PG&E CORP $65.86万0.01%39,159 6,17218.7% $10.38万 加仓
ARLO ARLO TECHNOLOGIES INC $65.80万0.01%48,813 16,40850.6% $22.12万 加仓
WTTR SELECT WATER SOLUTIONS INC $65.78万0.01%32,923 -17,533-34.7% -$35.03万 减仓
FTXO FIRST TR EXCHANGE TRADED FD $65.72万0.01%15,902 -76-0.5% -$3,141 减仓
GFI GOLD FIELDS LTD $65.49万0.01%19,498 -100-0.5% -$3,359 减仓
BSOL BITWISE SOLANA STAKING ETF $65.45万0.01%65,389 65,389— $65.45万 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $65.33万0.01%14,567 2,05016.4% $9.19万 加仓
FSTR FOSTER L B CO $65.09万0.01%14,409 2,93125.5% $13.24万 加仓
BSY BENTLEY SYS INC $64.90万0.01%21,714 -25,938-54.4% -$77.53万 减仓
BOH BANK HAWAII CORP $64.88万0.01%7,961 240.3% $1,956 加仓
AIN ALBANY INTL CORP $64.78万0.01%8,695 1,92428.4% $14.33万 加仓
SXI STANDEX INTL CORP $64.60万0.01%1,806 19612.2% $7.01万 加仓
AA ALCOA CORP $64.38万0.01%12,347 3,96147.2% $20.65万 加仓
LTPZ PIMCO ETF TR $64.10万0.01%12,656 12,656— $64.10万 新建仓
UMC UNITED MICROELECTRONICS CORP $64.07万0.01%23,545 2,78813.4% $7.59万 加仓
CXT CRANE NXT CO $64.06万0.01%12,522 2,07119.8% $10.60万 加仓
CGNX COGNEX CORP $64.00万0.01%8,837 -573-6.1% -$4.15万 减仓
CNM CORE & MAIN INC $63.55万0.01%13,171 5714.5% $2.76万 加仓
FUL FULLER H B CO $63.34万0.01%10,866 2,22325.7% $12.96万 加仓
SFBS SERVISFIRST BANCSHARES INC $63.30万0.01%7,297 -257-3.4% -$2.23万 减仓
FTRE FORTREA HLDGS INC $63.10万0.01%36,266 4,61714.6% $8.03万 加仓
BVN COMPANIA DE MINAS BUENAVENTU $63.10万0.01%21,543 3111.5% $9,109 加仓
CASH PATHWARD FINANCIAL INC $63.04万0.01%7,240 -1,694-19.0% -$14.75万 减仓
— FRANKLIN TEMPLETON ETF TR $62.93万0.01%10,472 -1,006-8.8% -$6.05万 减仓
CSRE COHEN & STEERS ETF TRUST $62.85万0.01%22,145 22,145— $62.85万 新建仓
RMBS RAMBUS INC DEL $62.77万0.01%4,729 -2,212-31.9% -$29.36万 减仓
TOST TOAST INC $62.56万0.01%22,487 270.1% $751 加仓
— FIRST TR EXCHNG TRADED FD VI $62.49万0.01%14,072 8,079134.8% $35.87万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $62.40万0.01%15,182 -757-4.7% -$3.11万 减仓
— FIDELITY COVINGTON TRUST $62.28万0.01%11,402 -7,038-38.2% -$38.44万 减仓
EXPO EXPONENT INC $62.16万0.01%10,579 -7,920-42.8% -$46.54万 减仓
SCHH SCHWAB STRATEGIC TR $61.79万0.01%26,094 13,323104.3% $31.55万 加仓
BCPC BALCHEM CORP $61.75万0.01%3,655 69223.4% $11.69万 加仓
ENSG ENSIGN GROUP INC $61.68万0.01%3,848 -6,586-63.1% -$105.57万 减仓
JAJL INNOVATOR ETFS TRUST $61.42万0.01%20,534 20,534— $61.42万 新建仓