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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $1,664.16万 | 0.19% | 63,537 | -1,815 | -2.8% | -$47.54万 | 减仓 |
| DIS | DISNEY WALT CO | $1,662.73万 | 0.19% | 172,518 | 11,773 | 7.3% | $113.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,649.33万 | 0.18% | 60,953 | 2,538 | 4.3% | $68.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,639.91万 | 0.18% | 214,256 | 15,855 | 8.0% | $121.35万 | 加仓 |
| PEP | PEPSICO INC | $1,629.79万 | 0.18% | 104,952 | 5,107 | 5.1% | $79.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,608.76万 | 0.18% | 66,371 | -6,902 | -9.4% | -$167.30万 | 减仓 |
| DDWM | WISDOMTREE TR | $1,606.90万 | 0.18% | 364,294 | -26,063 | -6.7% | -$114.96万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,600.30万 | 0.18% | 549,367 | -43,614 | -7.4% | -$127.05万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,595.51万 | 0.18% | 169,771 | -7,525 | -4.2% | -$70.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,589.61万 | 0.18% | 18,790 | -1,595 | -7.8% | -$134.93万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,570.69万 | 0.18% | 312,887 | 8,138 | 2.7% | $40.85万 | 加仓 |
| OACP | UNIFIED SER TR | $1,569.31万 | 0.18% | 690,717 | 60,987 | 9.7% | $138.56万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,560.04万 | 0.17% | 193,529 | 20,082 | 11.6% | $161.88万 | 加仓 |
| LIN | LINDE PLC | $1,551.12万 | 0.17% | 31,288 | 4,205 | 15.5% | $208.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,543.44万 | 0.17% | 22,121 | 537 | 2.5% | $37.47万 | 加仓 |
| SHOP | SHOPIFY INC | $1,518.41万 | 0.17% | 128,006 | -33,382 | -20.7% | -$395.98万 | 减仓 |
| GEV | GE VERNOVA INC | $1,513.05万 | 0.17% | 17,334 | 4,555 | 35.6% | $397.60万 | 加仓 |
| BA | BOEING CO | $1,503.73万 | 0.17% | 75,553 | 333 | 0.4% | $6.63万 | 加仓 |
| RTX | RTX CORPORATION | $1,493.42万 | 0.17% | 77,419 | 2,041 | 2.7% | $39.37万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1,491.25万 | 0.17% | 992,842 | 106,696 | 12.0% | $160.26万 | 加仓 |
| FDX | FEDEX CORP | $1,489.19万 | 0.17% | 41,810 | -8,332 | -16.6% | -$296.77万 | 减仓 |
| ETN | EATON CORP PLC | $1,471.90万 | 0.16% | 41,153 | -7,190 | -14.9% | -$257.16万 | 减仓 |
| PLD | PROLOGIS INC. | $1,470.15万 | 0.16% | 111,224 | -7,463 | -6.3% | -$98.65万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,469.03万 | 0.16% | 48,566 | 390 | 0.8% | $11.80万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,449.68万 | 0.16% | 142,489 | -26,282 | -15.6% | -$267.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,437.54万 | 0.16% | 154,773 | -18,049 | -10.4% | -$167.64万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,428.92万 | 0.16% | 43,841 | 1,394 | 3.3% | $45.43万 | 加仓 |
| T | AT&T INC | $1,410.89万 | 0.16% | 486,683 | 10,843 | 2.3% | $31.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,399.78万 | 0.16% | 28,478 | -3,943 | -12.2% | -$193.81万 | 减仓 |
| BLK | BLACKROCK INC | $1,390.58万 | 0.16% | 14,459 | -822 | -5.4% | -$79.06万 | 减仓 |
| IYW | ISHARES TR | $1,384.01万 | 0.15% | 76,288 | 17,047 | 28.8% | $309.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,383.66万 | 0.15% | 40,483 | -8,186 | -16.8% | -$279.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,378.34万 | 0.15% | 64,511 | 10,996 | 20.5% | $234.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,366.24万 | 0.15% | 29,637 | -6,302 | -17.5% | -$290.52万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,364.93万 | 0.15% | 520,965 | 242,290 | 86.9% | $634.80万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,346.63万 | 0.15% | 64,714 | -797 | -1.2% | -$16.58万 | 减仓 |
| ARW | ARROW ELECTRS INC | $1,338.80万 | 0.15% | 93,355 | 13,263 | 16.6% | $190.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,324.75万 | 0.15% | 216,250 | 9,260 | 4.5% | $56.73万 | 加仓 |
| APH | AMPHENOL CORP | $1,297.06万 | 0.15% | 102,656 | -12,302 | -10.7% | -$155.44万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,287.20万 | 0.14% | 108,506 | 4,517 | 4.3% | $53.59万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,279.13万 | 0.14% | 64,858 | 64,858 | — | $1,279.13万 | 新建仓 |
| DTD | WISDOMTREE TR | $1,273.02万 | 0.14% | 147,408 | 74,085 | 101.0% | $639.80万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,266.38万 | 0.14% | 30,388 | -4,108 | -11.9% | -$171.20万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,262.95万 | 0.14% | 163,637 | 6,112 | 3.9% | $47.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,260.25万 | 0.14% | 64,914 | 8,264 | 14.6% | $160.44万 | 加仓 |
| LEN | LENNAR CORP | $1,256.92万 | 0.14% | 144,740 | 36,517 | 33.7% | $317.11万 | 加仓 |
| CME | CME GROUP INC | $1,244.18万 | 0.14% | 42,126 | 3,510 | 9.1% | $103.67万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,235.40万 | 0.14% | 35,994 | -1,922 | -5.1% | -$65.97万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,220.93万 | 0.14% | 27,342 | -919 | -3.3% | -$41.04万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,220.21万 | 0.14% | 29,930 | 21,597 | 259.2% | $880.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,219.91万 | 0.14% | 12,243 | -2,751 | -18.3% | -$274.11万 | 减仓 |
| MS | MORGAN STANLEY | $1,219.55万 | 0.14% | 74,105 | 2,368 | 3.3% | $38.97万 | 加仓 |
| MCK | MCKESSON CORP | $1,219.09万 | 0.14% | 14,088 | 1,517 | 12.1% | $131.27万 | 加仓 |
| IUSV | ISHARES TR | $1,212.18万 | 0.14% | 118,551 | -50,759 | -30.0% | -$519.01万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,209.91万 | 0.14% | 139,632 | 13,421 | 10.6% | $116.29万 | 加仓 |
| UNP | UNION PAC CORP | $1,207.88万 | 0.14% | 49,785 | 2,724 | 5.8% | $66.09万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,202.78万 | 0.13% | 134,254 | -12,347 | -8.4% | -$110.62万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,194.07万 | 0.13% | 85,676 | -2,287 | -2.6% | -$31.87万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,192.48万 | 0.13% | 241,539 | -18,289 | -7.0% | -$90.29万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,191.54万 | 0.13% | 164,441 | -7,350 | -4.3% | -$53.26万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,190.23万 | 0.13% | 174,316 | -14,737 | -7.8% | -$100.62万 | 减仓 |
| CAT | CATERPILLAR INC | $1,181.25万 | 0.13% | 16,674 | 185 | 1.1% | $13.11万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,179.41万 | 0.13% | 67,997 | -4,594 | -6.3% | -$79.68万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,177.19万 | 0.13% | 152,663 | -4,675 | -3.0% | -$36.05万 | 减仓 |
| LDUR | PIMCO ETF TR | $1,172.45万 | 0.13% | 122,359 | 67,005 | 121.0% | $642.04万 | 加仓 |
| — | HONEYWELL INTL INC | $1,163.61万 | 0.13% | 51,480 | 1,508 | 3.0% | $34.09万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,159.45万 | 0.13% | 30,241 | 9,157 | 43.4% | $351.08万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,158.25万 | 0.13% | 131,381 | -97,200 | -42.5% | -$856.92万 | 减仓 |
| AGGY | WISDOMTREE TR | $1,144.85万 | 0.13% | 263,486 | 1,719 | 0.7% | $7.47万 | 加仓 |
| QCOM | QUALCOMM INC | $1,142.84万 | 0.13% | 88,744 | -12,936 | -12.7% | -$166.59万 | 减仓 |
| THO | THOR INDS INC | $1,132.85万 | 0.13% | 141,801 | 26,999 | 23.5% | $215.69万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,128.77万 | 0.13% | 247,428 | 17,379 | 7.6% | $79.28万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,122.58万 | 0.13% | 239,101 | 7,400 | 3.2% | $34.74万 | 加仓 |
| IAGG | ISHARES TR | $1,102.59万 | 0.12% | 220,342 | 28,231 | 14.7% | $141.27万 | 加仓 |
| HDV | ISHARES TR | $1,099.53万 | 0.12% | 81,015 | -7,559 | -8.5% | -$102.59万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,094.08万 | 0.12% | 116,095 | 7,042 | 6.5% | $66.36万 | 加仓 |
| GM | GENERAL MTRS CO | $1,067.35万 | 0.12% | 143,268 | -3,226 | -2.2% | -$24.03万 | 减仓 |
| ESN | NORTHERN LTS FD TR II | $1,065.97万 | 0.12% | 608,606 | 123,537 | 25.5% | $216.37万 | 加仓 |
| MUB | ISHARES TR | $1,065.32万 | 0.12% | 100,360 | 1,235 | 1.2% | $13.11万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,065.09万 | 0.12% | 141,823 | -12,239 | -7.9% | -$91.92万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,057.56万 | 0.12% | 103,006 | -40,436 | -28.2% | -$415.16万 | 减仓 |
| KLAC | KLA CORP | $1,045.19万 | 0.12% | 7,098 | -198 | -2.7% | -$29.16万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $1,043.85万 | 0.12% | 213,641 | 87,319 | 69.1% | $426.64万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,041.37万 | 0.12% | 71,190 | -3,181 | -4.3% | -$46.53万 | 减仓 |
| OALC | UNIFIED SER TR | $1,038.02万 | 0.12% | 302,883 | 43,567 | 16.8% | $149.31万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1,037.87万 | 0.12% | 263,286 | 36,174 | 15.9% | $142.60万 | 加仓 |
| QGRW | WISDOMTREE TR | $1,031.49万 | 0.12% | 193,055 | -2,904 | -1.5% | -$15.52万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,029.30万 | 0.12% | 206,066 | 151,411 | 277.0% | $756.30万 | 加仓 |
| CRM | SALESFORCE INC | $1,024.76万 | 0.11% | 54,897 | -11,582 | -17.4% | -$216.20万 | 减仓 |
| LOW | LOWES COS INC | $1,024.15万 | 0.11% | 43,345 | -1,009 | -2.3% | -$23.84万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,014.31万 | 0.11% | 353,294 | 81,575 | 30.0% | $234.20万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,014.03万 | 0.11% | 87,590 | 12,313 | 16.4% | $142.55万 | 加仓 |
| DE | DEERE & CO | $1,012.10万 | 0.11% | 17,967 | 896 | 5.2% | $50.47万 | 加仓 |
| MGA | MAGNA INTL INC | $1,010.82万 | 0.11% | 181,118 | -26,996 | -13.0% | -$150.66万 | 减仓 |
| WELL | WELLTOWER INC | $1,007.83万 | 0.11% | 50,975 | -2,221 | -4.2% | -$43.91万 | 减仓 |
| SO | SOUTHERN CO | $1,007.35万 | 0.11% | 104,367 | 10,055 | 10.7% | $97.05万 | 加仓 |
| TLT | ISHARES TR | $1,002.37万 | 0.11% | 115,627 | -19,040 | -14.1% | -$165.06万 | 减仓 |
| USB | US BANCORP | $994.74万 | 0.11% | 191,259 | 786 | 0.4% | $4.09万 | 加仓 |
| ITA | ISHARES TR | $992.71万 | 0.11% | 45,381 | -47,375 | -51.1% | -$1,036.33万 | 减仓 |
| COR | CENCORA INC | $988.79万 | 0.11% | 31,476 | -12,303 | -28.1% | -$386.49万 | 减仓 |