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 |
|---|---|---|---|---|---|---|---|---|
| G | GENPACT LIMITED | $45.38万 | 0.01% | 12,184 | -4,790 | -28.2% | -$17.84万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $45.23万 | 0.01% | 18,247 | 2,578 | 16.5% | $6.39万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $45.04万 | 0.01% | 11,779 | 568 | 5.1% | $2.17万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $45.03万 | 0.01% | 9,950 | -2,654 | -21.1% | -$12.01万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $44.89万 | 0.01% | 12,064 | 3,719 | 44.6% | $13.84万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $44.81万 | 0.01% | 20,772 | 2,878 | 16.1% | $6.21万 | 加仓 |
| BIIB | BIOGEN INC | $44.68万 | 0.00% | 2,437 | -766 | -23.9% | -$14.04万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $44.46万 | 0.00% | 12,453 | 1,620 | 15.0% | $5.78万 | 加仓 |
| EWJ | ISHARES INC | $44.44万 | 0.00% | 5,263 | -661 | -11.2% | -$5.58万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $44.32万 | 0.00% | 17,917 | 9,032 | 101.7% | $22.34万 | 加仓 |
| HEI | HEICO CORP NEW | $44.28万 | 0.00% | 1,615 | 343 | 27.0% | $9.40万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $44.23万 | 0.00% | 3,786 | -286 | -7.0% | -$3.34万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $44.15万 | 0.00% | 21,135 | 21,135 | — | $44.15万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $44.04万 | 0.00% | 16,221 | -6,139 | -27.5% | -$16.67万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $44.01万 | 0.00% | 6,205 | -635 | -9.3% | -$4.50万 | 减仓 |
| CALX | CALIX INC | $43.82万 | 0.00% | 8,945 | 2,018 | 29.1% | $9.89万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $43.72万 | 0.00% | 11,127 | 11,127 | — | $43.72万 | 新建仓 |
| PCAR | PACCAR INC | $43.69万 | 0.00% | 3,783 | -975 | -20.5% | -$11.26万 | 减仓 |
| CVNA | CARVANA CO | $43.57万 | 0.00% | 1,386 | -4,092 | -74.7% | -$128.64万 | 减仓 |
| H | HYATT HOTELS CORP | $43.55万 | 0.00% | 3,028 | 274 | 9.9% | $3.94万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $43.30万 | 0.00% | 4,439 | -195 | -4.2% | -$1.90万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $43.29万 | 0.00% | 13,225 | -1,593 | -10.8% | -$5.21万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $43.28万 | 0.00% | 19,445 | -2,557 | -11.6% | -$5.69万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $43.26万 | 0.00% | 5,452 | 1,616 | 42.1% | $12.82万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.21万 | 0.00% | 8,187 | -53,509 | -86.7% | -$282.43万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $42.98万 | 0.00% | 30,161 | 2,143 | 7.6% | $3.05万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $42.97万 | 0.00% | 11,904 | 2,690 | 29.2% | $9.71万 | 重新持有 |
| GHM | GRAHAM CORP | $42.85万 | 0.00% | 5,429 | -2,164 | -28.5% | -$17.08万 | 减仓 |
| XP | XP INC | $42.83万 | 0.00% | 22,495 | -11,817 | -34.4% | -$22.50万 | 减仓 |
| EFAV | ISHARES TR | $42.73万 | 0.00% | 4,677 | -638 | -12.0% | -$5.83万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $42.70万 | 0.00% | 3,513 | -8,184 | -70.0% | -$99.48万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $42.65万 | 0.00% | 9,108 | -33 | -0.4% | -$1,545 | 减仓 |
| IJT | ISHARES TR | $42.62万 | 0.00% | 2,945 | -58 | -1.9% | -$8,394 | 减仓 |
| MUSA | MURPHY USA INC | $42.48万 | 0.00% | 860 | 341 | 65.7% | $16.84万 | 加仓 |
| CXT | CRANE NXT CO | $42.42万 | 0.00% | 10,451 | 1,959 | 23.1% | $7.95万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $42.41万 | 0.00% | 2,751 | 89 | 3.3% | $1.37万 | 加仓 |
| — | GATES INDL CORP PLC | $42.30万 | 0.00% | 18,708 | -17,635 | -48.5% | -$39.87万 | 减仓 |
| IYE | ISHARES TR | $42.26万 | 0.00% | 6,525 | -1,540 | -19.1% | -$9.97万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $42.22万 | 0.00% | 3,846 | -327 | -7.8% | -$3.59万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $42.21万 | 0.00% | 11,667 | 11,667 | — | $42.21万 | 新建仓 |
| TRU | TRANSUNION | $42.16万 | 0.00% | 6,093 | -390 | -6.0% | -$2.70万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $42.13万 | 0.00% | 11,867 | -172 | -1.4% | -$6,106 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $41.97万 | 0.00% | 11,687 | 2,215 | 23.4% | $7.95万 | 加仓 |
| — | WISDOMTREE TR | $41.96万 | 0.00% | 12,669 | 554 | 4.6% | $1.84万 | 加仓 |
| KBH | KB HOME | $41.94万 | 0.00% | 8,104 | -1,030 | -11.3% | -$5.33万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $41.93万 | 0.00% | 150,821 | -47,900 | -24.1% | -$13.32万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $41.86万 | 0.00% | 7,076 | -12,061 | -63.0% | -$71.34万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $41.37万 | 0.00% | 5,879 | 6 | 0.1% | $422 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.28万 | 0.00% | 4,398 | -4,177 | -48.7% | -$39.21万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $41.28万 | 0.00% | 5,921 | 54 | 0.9% | $3,764 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $41.27万 | 0.00% | 9,674 | 1,758 | 22.2% | $7.50万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $41.16万 | 0.00% | 12,950 | -6,903 | -34.8% | -$21.94万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $41.09万 | 0.00% | 4,329 | 1,106 | 34.3% | $10.50万 | 加仓 |
| SXI | STANDEX INTL CORP | $41.03万 | 0.00% | 1,610 | 527 | 48.7% | $13.43万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $41.01万 | 0.00% | 9,664 | 1,668 | 20.9% | $7.08万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $40.94万 | 0.00% | 12,323 | 5,026 | 68.9% | $16.70万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.91万 | 0.00% | 10,520 | 10,520 | — | $40.91万 | 新建仓 |
| RSST | TIDAL TRUST II | $40.79万 | 0.00% | 14,424 | -3,287 | -18.6% | -$9.30万 | 减仓 |
| DES | WISDOMTREE TR | $40.64万 | 0.00% | 11,309 | -3,711 | -24.7% | -$13.34万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $40.59万 | 0.00% | 5,941 | -2,291 | -27.8% | -$15.65万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $40.58万 | 0.00% | 19,186 | -682 | -3.4% | -$1.44万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $40.56万 | 0.00% | 10,385 | 3,503 | 50.9% | $13.68万 | 加仓 |
| RING | ISHARES INC | $40.54万 | 0.00% | 5,133 | 5,133 | — | $40.54万 | 新建仓 |
| INCY | INCYTE CORP | $40.42万 | 0.00% | 4,295 | -1,647 | -27.7% | -$15.50万 | 减仓 |
| FFIV | F5 INC | $40.27万 | 0.00% | 1,392 | 354 | 34.1% | $10.24万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $40.22万 | 0.00% | 15,972 | -369,984 | -95.9% | -$931.65万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $40.16万 | 0.00% | 34,617 | 12,797 | 58.6% | $14.84万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $40.11万 | 0.00% | 31,760 | -4,797 | -13.1% | -$6.06万 | 减仓 |
| — | PACER FDS TR | $39.99万 | 0.00% | 12,493 | -2,863 | -18.6% | -$9.17万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $39.95万 | 0.00% | 23,922 | -2,245 | -8.6% | -$3.75万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $39.94万 | 0.00% | 4,719 | -320 | -6.4% | -$2.71万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $39.86万 | 0.00% | 14,807 | -151 | -1.0% | -$4,065 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $39.72万 | 0.00% | 16,979 | 16,979 | — | $39.72万 | 新建仓 |
| VSEC | VSE CORP | $39.48万 | 0.00% | 2,141 | 606 | 39.5% | $11.18万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $39.43万 | 0.00% | 13,408 | -388 | -2.8% | -$1.14万 | 减仓 |
| IEX | IDEX CORP | $39.42万 | 0.00% | 2,080 | 42 | 2.1% | $7,960 | 加仓 |
| MTH | MERITAGE HOMES CORP | $39.40万 | 0.00% | 6,371 | -2,205 | -25.7% | -$13.64万 | 减仓 |
| CERY | SPDR SERIES TRUST | $39.40万 | 0.00% | 11,180 | 2,602 | 30.3% | $9.17万 | 加仓 |
| IESC | IES HOLDINGS INC | $39.36万 | 0.00% | 826 | -30 | -3.5% | -$1.43万 | 减仓 |
| RGLD | ROYAL GOLD INC | $39.27万 | 0.00% | 1,543 | -495 | -24.3% | -$12.60万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $39.25万 | 0.00% | 4,177 | -243 | -5.5% | -$2.28万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $39.25万 | 0.00% | 5,227 | -428 | -7.6% | -$3.21万 | 减仓 |
| CROX | CROCS INC | $39.22万 | 0.00% | 4,724 | -593 | -11.2% | -$4.92万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $39.22万 | 0.00% | 6,806 | 1,303 | 23.7% | $7.51万 | 加仓 |
| AVO | MISSION PRODUCE INC | $39.18万 | 0.00% | 28,471 | -2,522 | -8.1% | -$3.47万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $39.10万 | 0.00% | 7,978 | -2,592 | -24.5% | -$12.70万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $39.05万 | 0.00% | 1,916 | -1,578 | -45.2% | -$32.16万 | 减仓 |
| EDV | VANGUARD WORLD FD | $39.03万 | 0.00% | 6,010 | -7,198 | -54.5% | -$46.75万 | 减仓 |
| — | TOPBUILD COR | $39.03万 | 0.00% | 1,111 | 595 | 115.3% | $20.90万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $38.99万 | 0.00% | 4,203 | 219 | 5.5% | $2.03万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $38.97万 | 0.00% | 9,145 | -30 | -0.3% | -$1,278 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.90万 | 0.00% | 11,958 | -462 | -3.7% | -$1.50万 | 减仓 |
| ROKU | ROKU INC | $38.90万 | 0.00% | 4,111 | 414 | 11.2% | $3.92万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $38.87万 | 0.00% | 11,468 | 1,240 | 12.1% | $4.20万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $38.86万 | 0.00% | 2,123 | 478 | 29.1% | $8.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.85万 | 0.00% | 12,273 | -497 | -3.9% | -$1.57万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $38.78万 | 0.00% | 14,402 | 1,341 | 10.3% | $3.61万 | 加仓 |
| IHDG | WISDOMTREE TR | $38.45万 | 0.00% | 7,986 | -2,840 | -26.2% | -$13.67万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $38.45万 | 0.00% | 8,572 | -7,121 | -45.4% | -$31.94万 | 减仓 |
| TPLC | TIMOTHY PLAN | $38.41万 | 0.00% | 8,271 | -21 | -0.3% | -$975 | 减仓 |