Atria Investments, Inc
Charlotte NC · SEC CIK 0001535865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMG | AFFILIATED MANAGERS GROUP | $43.20万 | 0.00% | 1,277 | 194 | 17.9% | $6.56万 | 加仓 |
| WT | WISDOMTREE INC | $43.17万 | 0.00% | 25,485 | 5,769 | 29.3% | $9.77万 | 加仓 |
| GEO | GEO GROUP INC | $43.14万 | 0.00% | 14,600 | 388 | 2.7% | $1.15万 | 加仓 |
| MTRN | MATERION CORP | $43.10万 | 0.00% | 1,449 | -140 | -8.8% | -$4.16万 | 减仓 |
| RING | ISHARES INC | $43.09万 | 0.00% | 6,670 | 1,537 | 29.9% | $9.93万 | 加仓 |
| RKT | ROCKET COS INC | $42.92万 | 0.00% | 27,250 | -5,732 | -17.4% | -$9.03万 | 减仓 |
| AGOX | STARBOARD INVT TR | $42.79万 | 0.00% | 12,345 | -181 | -1.4% | -$6,273 | 减仓 |
| EFAV | ISHARES TR | $42.74万 | 0.00% | 4,873 | 196 | 4.2% | $1.72万 | 加仓 |
| — | FUNDX INVT TR | $42.66万 | 0.00% | 8,623 | 334 | 4.0% | $1.65万 | 加仓 |
| — | GABELLI ETFS TRUST | $42.58万 | 0.00% | 7,595 | 7,595 | — | $42.58万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $42.56万 | 0.00% | 5,866 | 588 | 11.1% | $4.27万 | 加仓 |
| VVV | VALVOLINE INC | $42.26万 | 0.00% | 10,687 | 2,213 | 26.1% | $8.75万 | 加仓 |
| EAGG | ISHARES TR | $42.25万 | 0.00% | 8,911 | -3,857 | -30.2% | -$18.29万 | 减仓 |
| INVH | INVITATION HOMES INC | $42.24万 | 0.00% | 13,982 | -1,410 | -9.2% | -$4.26万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $42.18万 | 0.00% | 16,111 | 5,340 | 49.6% | $13.98万 | 加仓 |
| OVV | OVINTIV INC | $42.04万 | 0.00% | 7,984 | 245 | 3.2% | $1.29万 | 加仓 |
| FFIV | F5 INC | $42.01万 | 0.00% | 1,010 | -382 | -27.4% | -$15.89万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $41.99万 | 0.00% | 3,458 | -4,437 | -56.2% | -$53.88万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $41.78万 | 0.00% | 2,820 | -564 | -16.7% | -$8.36万 | 减仓 |
| TPLC | TIMOTHY PLAN | $41.75万 | 0.00% | 8,292 | 21 | 0.3% | $1,057 | 加仓 |
| — | PACER FDS TR | $41.66万 | 0.00% | 12,696 | 203 | 1.6% | $6,662 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $41.56万 | 0.00% | 11,778 | -4,478 | -27.5% | -$15.80万 | 减仓 |
| MLI | MUELLER INDS INC | $41.53万 | 0.00% | 3,379 | 709 | 26.6% | $8.71万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $41.53万 | 0.00% | 10,521 | 1,979 | 23.2% | $7.81万 | 加仓 |
| STN | STANTEC INC | $41.50万 | 0.00% | 6,022 | -5,322 | -46.9% | -$36.67万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $41.37万 | 0.00% | 6,748 | 1,776 | 35.7% | $10.89万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $41.30万 | 0.00% | 15,496 | 3,631 | 30.6% | $9.68万 | 加仓 |
| IAGG | ISHARES TR | $41.27万 | 0.00% | 8,157 | -212,185 | -96.3% | -$1,073.64万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $41.25万 | 0.00% | 16,354 | 382 | 2.4% | $9,634 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $41.24万 | 0.00% | 18,442 | -744 | -3.9% | -$1.66万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $41.23万 | 0.00% | 15,869 | 15,869 | — | $41.23万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.20万 | 0.00% | 9,207 | 1,694 | 22.5% | $7.58万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $41.20万 | 0.00% | 12,338 | 2,936 | 31.2% | $9.80万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $41.15万 | 0.00% | 4,774 | 55 | 1.2% | $4,741 | 加仓 |
| PRAA | PRA GROUP INC | $41.15万 | 0.00% | 21,669 | 82 | 0.4% | $1,557 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $41.01万 | 0.00% | 9,372 | 993 | 11.9% | $4.35万 | 加仓 |
| AOR | ISHARES TR | $41.00万 | 0.00% | 5,899 | 5,899 | — | $41.00万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $40.96万 | 0.00% | 15,859 | 5,341 | 50.8% | $13.80万 | 加仓 |
| XAR | SPDR SERIES TRUST | $40.95万 | 0.00% | 1,443 | 2 | 0.1% | $568 | 加仓 |
| TLTD | FLEXSHARES TR | $40.93万 | 0.00% | 4,173 | 1,857 | 80.2% | $18.21万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $40.71万 | 0.00% | 9,503 | 9,503 | — | $40.71万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $40.69万 | 0.00% | 3,575 | -2,482 | -41.0% | -$28.25万 | 减仓 |
| VCYT | VERACYTE INC | $40.69万 | 0.00% | 6,928 | -612 | -8.1% | -$3.59万 | 减仓 |
| FIVE | FIVE BELOW INC | $40.40万 | 0.00% | 2,247 | -463 | -17.1% | -$8.33万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $40.26万 | 0.00% | 4,665 | 1,158 | 33.0% | $9.99万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $40.08万 | 0.00% | 17,101 | 122 | 0.7% | $2,860 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $40.06万 | 0.00% | 15,568 | 34 | 0.2% | $875 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $40.05万 | 0.00% | 4,915 | 2,457 | 100.0% | $20.02万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $40.03万 | 0.00% | 12,054 | 221 | 1.9% | $7,339 | 加仓 |
| RDDT | REDDIT INC | $39.99万 | 0.00% | 2,304 | 778 | 51.0% | $13.50万 | 加仓 |
| CERY | SPDR SERIES TRUST | $39.97万 | 0.00% | 11,957 | 777 | 6.9% | $2.60万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $39.93万 | 0.00% | 20,403 | 2,411 | 13.4% | $4.72万 | 加仓 |
| CNH | CNH INDL N V | $39.82万 | 0.00% | 35,457 | 2,718 | 8.3% | $3.05万 | 加仓 |
| EWJ | ISHARES INC | $39.80万 | 0.00% | 4,267 | -996 | -18.9% | -$9.29万 | 减仓 |
| NVMI | NOVA LTD | $39.80万 | 0.00% | 733 | -417 | -36.3% | -$22.64万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $39.74万 | 0.00% | 3,860 | -3,303 | -46.1% | -$34.01万 | 减仓 |
| ZD | ZIFF DAVIS INC | $39.69万 | 0.00% | 7,578 | -94 | -1.2% | -$4,923 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $39.53万 | 0.00% | 16,041 | -1,876 | -10.5% | -$4.62万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $39.49万 | 0.00% | 3,716 | -723 | -16.3% | -$7.68万 | 减仓 |
| MRNA | MODERNA INC | $39.31万 | 0.00% | 5,614 | 5,614 | — | $39.31万 | 新建仓 |
| MORN | MORNINGSTAR INC | $39.30万 | 0.00% | 2,519 | 380 | 17.8% | $5.93万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $39.24万 | 0.00% | 27,732 | 27,732 | — | $39.24万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $39.16万 | 0.00% | 5,365 | 1,579 | 41.7% | $11.53万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $39.16万 | 0.00% | 7,626 | -145 | -1.9% | -$7,446 | 减仓 |
| TPIF | TIMOTHY PLAN | $39.11万 | 0.00% | 10,482 | 10,482 | — | $39.11万 | 新建仓 |
| FTDR | FRONTDOOR INC | $39.04万 | 0.00% | 5,031 | -206 | -3.9% | -$1.60万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $38.92万 | 0.00% | 20,176 | 2,163 | 12.0% | $4.17万 | 加仓 |
| BDC | BELDEN INC | $38.92万 | 0.00% | 3,245 | -54 | -1.6% | -$6,476 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $38.89万 | 0.00% | 15,170 | -83,193 | -84.6% | -$213.30万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.80万 | 0.00% | 11,548 | -410 | -3.4% | -$1.38万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $38.78万 | 0.00% | 8,981 | 1,974 | 28.2% | $8.52万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $38.73万 | 0.00% | 15,225 | 1,949 | 14.7% | $4.96万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.72万 | 0.00% | 11,794 | -479 | -3.9% | -$1.57万 | 减仓 |
| — | WISDOMTREE TR | $38.72万 | 0.00% | 9,478 | -3,191 | -25.2% | -$13.03万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.71万 | 0.00% | 3,641 | -7,620 | -67.7% | -$81.01万 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $38.66万 | 0.00% | 8,492 | 1,645 | 24.0% | $7.49万 | 加仓 |
| CART | MAPLEBEAR INC | $38.63万 | 0.00% | 8,158 | 2,861 | 54.0% | $13.55万 | 重新持有 |
| FOXA | FOX CORP | $38.62万 | 0.00% | 7,405 | -3,275 | -30.7% | -$17.08万 | 减仓 |
| OTEX | OPEN TEXT CORP | $38.59万 | 0.00% | 17,423 | 4,462 | 34.4% | $9.88万 | 加仓 |
| IBMP | ISHARES TR | $38.25万 | 0.00% | 15,049 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $38.23万 | 0.00% | 14,911 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $38.23万 | 0.00% | 20,257 | -6,518 | -24.3% | -$12.30万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $38.21万 | 0.00% | 11,491 | -531 | -4.4% | -$1.77万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $38.21万 | 0.00% | 8,541 | 8,541 | — | $38.21万 | 新建仓 |
| PWRD | TCW ETF TRUST | $38.08万 | 0.00% | 3,097 | 485 | 18.6% | $5.96万 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $37.97万 | 0.00% | 32,346 | 10,380 | 47.3% | $12.19万 | 加仓 |
| EXEL | EXELIXIS INC | $37.93万 | 0.00% | 6,971 | -756 | -9.8% | -$4.11万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $37.81万 | 0.00% | 5,588 | 5,588 | — | $37.81万 | 新建仓 |
| — | AMPLIFY ETF TR | $37.80万 | 0.00% | 4,689 | 4,689 | — | $37.80万 | 新建仓 |
| RRC | RANGE RES CORP | $37.77万 | 0.00% | 10,157 | 10,157 | — | $37.77万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $37.72万 | 0.00% | 7,899 | -9,438 | -54.4% | -$45.07万 | 减仓 |
| TNET | TRINET GROUP INC | $37.66万 | 0.00% | 7,610 | 531 | 7.5% | $2.63万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $37.64万 | 0.00% | 2,978 | -172 | -5.5% | -$2.17万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $37.63万 | 0.00% | 2,994 | -519 | -14.8% | -$6.52万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $37.63万 | 0.00% | 1,308 | 1,308 | — | $37.63万 | 新建仓 |
| EVR | EVERCORE INC | $37.52万 | 0.00% | 1,099 | -2,073 | -65.4% | -$70.77万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $37.44万 | 0.00% | 4,177 | 1,641 | 64.7% | $14.71万 | 加仓 |
| NEU | NEWMARKET CORP | $37.35万 | 0.00% | 472 | 85 | 22.0% | $6.73万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $37.31万 | 0.00% | 9,108 | 9,108 | — | $37.31万 | 新建仓 |
| HL | HECLA MINING COMPANY | $37.29万 | 0.00% | 24,168 | -2,634 | -9.8% | -$4.06万 | 减仓 |