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
BDN BRANDYWINE RLTY TR $32.69万0.00%120,633 -1,030-0.8% -$2,791 减仓
DIVI FRANKLIN TEMPLETON ETF TR $32.57万0.00%8,182 -794-8.8% -$3.16万 减仓
BURL BURLINGTON STORES INC $32.57万0.00%1,001 -116-10.4% -$3.77万 减仓
CAVA CAVA GROUP INC $32.55万0.00%4,024 4,024— $32.55万 新建仓
KRE SPDR SERIES TRUST $32.50万0.00%4,988 4,988— $32.50万 新建仓
HODL VANECK BITCOIN ETF $32.48万0.00%16,954 7,33976.3% $14.06万 加仓
HG HAMILTON INSURANCE GROUP LTD $32.43万0.00%10,873 2,70133.1% $8.06万 加仓
HCC WARRIOR MET COAL INC $32.31万0.00%3,469 -359-9.4% -$3.34万 减仓
YORW YORK WTR CO $32.26万0.00%10,594 2552.5% $7,765 加仓
ALAI THE ALGER ETF TRUST $32.24万0.00%9,759 -18,702-65.7% -$61.79万 减仓
— FRANKLIN TEMPLETON DIGITAL H $32.24万0.00%8,227 3,54375.6% $13.89万 加仓
ZD ZIFF DAVIS INC $32.19万0.00%7,672 -364-4.5% -$1.53万 减仓
EWY ISHARES INC $32.15万0.00%2,614 2,614— $32.15万 新建仓
GKOS GLAUKOS CORP $32.15万0.00%2,986 -562-15.8% -$6.05万 减仓
OSIS OSI SYSTEMS INC $32.05万0.00%1,207 17216.6% $4.57万 加仓
CHRD CHORD ENERGY CORPORATION $32.02万0.00%2,252 -98-4.2% -$1.39万 减仓
FSTR FOSTER L B CO $32.02万0.00%11,478 -981-7.9% -$2.74万 减仓
MSA MSA SAFETY INC $31.99万0.00%1,951 56540.8% $9.26万 加仓
PRVA PRIVIA HEALTH GROUP INC $31.95万0.00%15,534 -4,287-21.6% -$8.82万 减仓
GUNR FLEXSHARES TR $31.94万0.00%5,790 5,790— $31.94万 新建仓
FLCO FRANKLIN TEMPLETON ETF TR $31.93万0.00%14,905 3,18627.2% $6.82万 加仓
NYT NEW YORK TIMES CO MTN BE $31.89万0.00%3,808 41412.2% $3.47万 加仓
KT KT CORP $31.73万0.00%14,791 2,71222.5% $5.82万 加仓
DOCU DOCUSIGN INC $31.72万0.00%6,691 -554-7.6% -$2.63万 减仓
VCEL VERICEL CORP $31.68万0.00%9,847 2,52734.5% $8.13万 加仓
ONC BEONE MEDICINES LTD $31.48万0.00%1,060 -6-0.6% -$1,782 减仓
BF/B BROWN FORMAN CORP $31.37万0.00%11,865 1,57915.4% $4.17万 加仓
PIPR PIPER SANDLER COMPANIES $31.29万0.00%4,088 2,946258.0% $22.55万 加仓
VEON VEON LTD $31.26万0.00%6,751 71411.8% $3.31万 加仓
PSMT PRICESMART INC $31.24万0.00%2,075 -122-5.6% -$1.84万 减仓
VLRS CONTROLADORA VUELA COMP DE A $31.21万0.00%43,110 43,110— $31.21万 新建仓
TFIN TRIUMPH FINANCIAL INC $31.20万0.00%5,230 -646-11.0% -$3.85万 减仓
FFIN FIRST FINL BANKSHARES INC $31.16万0.00%10,582 -2,208-17.3% -$6.50万 减仓
VSS VANGUARD INTL EQUITY INDEX F $31.13万0.00%2,135 -8,017-79.0% -$116.88万 减仓
ONON ON HLDG AG $31.06万0.00%9,129 1,39218.0% $4.74万 加仓
BENJ HORIZON FDS $30.95万0.00%5,913 861.5% $4,501 加仓
AMKR AMKOR TECHNOLOGY INC $30.91万0.00%6,865 3515.4% $1.58万 加仓
HPQ HP INC $30.91万0.00%16,088 -466-2.8% -$8,952 减仓
MYRG MYR GROUP INC $30.83万0.00%1,092 1,092— $30.83万 新建仓
AINP ALLSPRING EXCHANGE TRADED FU $30.79万0.00%12,386 8167.1% $2.03万 加仓
AU ANGLOGOLD ASHANTI PLC $30.78万0.00%3,162 -266-7.8% -$2.59万 减仓
ALAB ASTERA LABS INC $30.73万0.00%2,804 -117-4.0% -$1.28万 减仓
CNI CANADIAN NATL RY CO $30.73万0.00%2,990 -3,713-55.4% -$38.16万 减仓
UTMD UTAH MED PRODS INC $30.57万0.00%4,932 70.1% $434 加仓
IBCA ISHARES TR $30.55万0.00%11,916 -248-2.0% -$6,359 减仓
FLNC FLUENCE ENERGY INC $30.54万0.00%22,196 -1,694-7.1% -$2.33万 减仓
SITM SITIME CORP $30.46万0.00%882 -185-17.3% -$6.39万 减仓
AVDV AMERICAN CENTY ETF TR $30.38万0.00%3,042 -14,568-82.7% -$145.48万 减仓
SR SPIRE INC $30.31万0.00%3,348 -1,061-24.1% -$9.61万 减仓
— DIGITALBRIDGE GROUP INC $30.30万0.00%19,653 -1,620-7.6% -$2.50万 减仓
HURN HURON CONSULTING GROUP INC $30.22万0.00%2,370 1215.4% $1.54万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $30.17万0.00%17,992 17,992— $30.17万 新建仓
PIZ INVESCO EXCH TRADED FD TR II $30.17万0.00%6,092 6,092— $30.17万 新建仓
FHI FEDERATED HERMES INC $30.16万0.00%5,319 500.9% $2,835 加仓
PB PROSPERITY BANCSHARES INC $30.10万0.00%4,481 -2,997-40.1% -$20.13万 减仓
FSTA FIDELITY COVINGTON TRUST $30.08万0.00%5,748 1312.3% $6,855 加仓
VV VANGUARD INDEX FDS $29.97万0.00%1,003 -625-38.4% -$18.68万 减仓
AMG AFFILIATED MANAGERS GROUP $29.95万0.00%1,083 -192-15.1% -$5.31万 减仓
ONTO ONTO INNOVATION INC $29.92万0.00%1,459 1,459— $29.92万 新建仓
BNS BANK NOVA SCOTIA B C $29.86万0.00%4,308 1,01430.8% $7.03万 加仓
VTWO VANGUARD SCOTTSDALE FDS $29.82万0.00%2,977 2,977— $29.82万 新建仓
FTRE FORTREA HLDGS INC $29.81万0.00%31,649 8,78138.4% $8.27万 加仓
DBC INVESCO DB COMMDY INDX TRCK $29.69万0.00%10,254 -62,948-86.0% -$182.23万 减仓
LW LAMB WESTON HLDGS INC $29.61万0.00%7,007 2,15744.5% $9.12万 重新持有
MLI MUELLER INDS INC $29.58万0.00%2,670 -102-3.7% -$1.13万 减仓
MTG MGIC INVT CORP WIS $29.48万0.00%11,230 -4,472-28.5% -$11.74万 减仓
BLOK AMPLIFY ETF TR $29.45万0.00%5,913 4708.6% $2.34万 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $29.44万0.00%15,741 -5,415-25.6% -$10.13万 减仓
IMAX IMAX CORP $29.43万0.00%7,744 7,744— $29.43万 新建仓
FELE FRANKLIN ELEC INC $29.40万0.00%3,190 -1,449-31.2% -$13.36万 减仓
MRP MILLROSE PPTYS INC $29.31万0.00%10,467 -833-7.4% -$2.33万 减仓
CGSD CAPITAL GRP FIXED INCM ETF T $29.26万0.00%11,346 11,346— $29.26万 新建仓
— WEBSTER FINL CORP $29.22万0.00%4,209 -16,006-79.2% -$111.12万 减仓
— WISDOMTREE TR $29.21万0.00%5,439 -1,146-17.4% -$6.16万 减仓
NANR SPDR INDEX SHS FDS $29.17万0.00%3,473 -6,607-65.5% -$55.50万 减仓
ESGD ISHARES TR $29.05万0.00%3,038 702.4% $6,693 加仓
RISR TIDAL TRUST I $29.01万0.00%8,010 75910.5% $2.75万 加仓
TCOM TRIP COM GROUP LTD $28.98万0.00%5,821 1,68540.7% $8.39万 加仓
MWA MUELLER WTR PRODS INC $28.91万0.00%10,518 770.7% $2,117 加仓
FWRG FIRST WATCH RESTAURANT GROUP $28.88万0.00%27,561 9,04048.8% $9.47万 加仓
OTEX OPEN TEXT CORP $28.83万0.00%12,961 3,31034.3% $7.36万 加仓
SCI SERVICE CORP INTL $28.81万0.00%3,492 42513.9% $3.51万 加仓
FR FIRST INDL RLTY TR INC $28.76万0.00%4,972 4279.4% $2.47万 加仓
WT WISDOMTREE INC $28.71万0.00%19,716 2,21212.6% $3.22万 加仓
POST POST HLDGS INC $28.69万0.00%2,902 69031.2% $6.82万 加仓
AAOI APPLIED OPTOELECTRONICS INC $28.63万0.00%3,384 3,384— $28.63万 新建仓
DUSA DAVIS FUNDAMENTAL ETF TR $28.61万0.00%5,639 -140-2.4% -$7,104 减仓
VVV VALVOLINE INC $28.54万0.00%8,474 -1,124-11.7% -$3.79万 减仓
ARTNA ARTESIAN RES CORP $28.47万0.00%8,937 99612.5% $3.17万 加仓
RIOT RIOT PLATFORMS INC $28.43万0.00%23,003 9,34068.4% $11.54万 加仓
DMXF ISHARES TR $28.42万0.00%3,767 3,767— $28.42万 新建仓
— NORTHERN LIGHTS FD TR $28.39万0.00%11,595 11,595— $28.39万 新建仓
ITRI ITRON INC $28.32万0.00%3,160 -135-4.1% -$1.21万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $28.29万0.00%5,580 -6,407-53.4% -$32.49万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $28.28万0.00%10,771 10,771— $28.28万 新建仓
ZM ZOOM COMMUNICATIONS INC $28.19万0.00%3,507 58420.0% $4.69万 加仓
— YALLA GROUP LTD $28.08万0.00%45,072 15,19050.8% $9.46万 加仓
ATR APTARGROUP INC $28.05万0.00%2,226 140.6% $1,764 加仓
LGN LEGENCE CORP $27.94万0.00%4,948 4,948— $27.94万 新建仓
BBWI BATH & BODY WORKS INC $27.81万0.00%14,897 1,84814.2% $3.45万 加仓