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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $1,924.01万 | 0.19% | 381,823 | -37,031 | -8.8% | -$186.60万 | 减仓 |
| HD | HOME DEPOT INC | $1,922.21万 | 0.19% | 54,503 | -4,967 | -8.4% | -$175.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,921.37万 | 0.19% | 18,998 | 208 | 1.1% | $21.04万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,917.21万 | 0.19% | 19,601 | -307 | -1.5% | -$30.03万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,911.11万 | 0.19% | 407,138 | 38,786 | 10.5% | $182.06万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,893.87万 | 0.19% | 356,593 | 140,343 | 64.9% | $745.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,889.27万 | 0.19% | 28,805 | -1,436 | -4.7% | -$94.18万 | 减仓 |
| MBB | ISHARES TR | $1,836.44万 | 0.18% | 194,292 | 10,975 | 6.0% | $103.74万 | 加仓 |
| BOND | PIMCO ETF TR | $1,831.91万 | 0.18% | 198,667 | 3,193 | 1.6% | $29.44万 | 加仓 |
| APH | AMPHENOL CORP | $1,799.71万 | 0.18% | 102,071 | -585 | -0.6% | -$10.31万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $1,790.57万 | 0.18% | 677,733 | 492,959 | 266.8% | $1,302.40万 | 加仓 |
| C | CITIGROUP INC | $1,787.65万 | 0.18% | 127,726 | -49,314 | -27.9% | -$690.20万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,753.70万 | 0.18% | 518,232 | -31,135 | -5.7% | -$105.36万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1,749.14万 | 0.18% | 424,651 | 161,365 | 61.3% | $664.66万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,747.46万 | 0.18% | 182,751 | -26,588 | -12.7% | -$254.23万 | 减仓 |
| GLW | CORNING INC | $1,746.59万 | 0.17% | 68,378 | 9,022 | 15.2% | $230.45万 | 加仓 |
| MCD | MCDONALDS CORP | $1,731.29万 | 0.17% | 64,048 | 2,782 | 4.5% | $75.20万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,720.96万 | 0.17% | 146,677 | 4,188 | 2.9% | $49.14万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,711.07万 | 0.17% | 187,597 | -5,932 | -3.1% | -$54.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,699.57万 | 0.17% | 49,838 | 15,417 | 44.8% | $525.75万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,653.06万 | 0.17% | 200,080 | 20,500 | 11.4% | $169.37万 | 加仓 |
| KLAC | KLA CORP | $1,652.37万 | 0.17% | 54,767 | -16,213 | -22.8% | -$489.16万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,635.76万 | 0.16% | 48,360 | -206 | -0.4% | -$6.97万 | 减仓 |
| BA | BOEING CO | $1,634.21万 | 0.16% | 75,494 | -59 | -0.1% | -$1.28万 | 减仓 |
| DIS | DISNEY WALT CO | $1,632.13万 | 0.16% | 169,572 | -2,946 | -1.7% | -$28.36万 | 减仓 |
| LIN | LINDE PLC | $1,628.88万 | 0.16% | 31,389 | 101 | 0.3% | $5.24万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,611.82万 | 0.16% | 167,688 | 3,247 | 2.0% | $31.21万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,609.14万 | 0.16% | 65,354 | 640 | 1.0% | $15.76万 | 加仓 |
| CB | CHUBB LIMITED | $1,602.44万 | 0.16% | 47,028 | 3,187 | 7.3% | $108.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,598.12万 | 0.16% | 56,830 | -9,541 | -14.4% | -$268.30万 | 减仓 |
| TLH | ISHARES TR | $1,593.74万 | 0.16% | 158,818 | -27,276 | -14.7% | -$273.71万 | 减仓 |
| AMGN | AMGEN INC | $1,583.32万 | 0.16% | 43,724 | -3,859 | -8.1% | -$139.74万 | 减仓 |
| IWM | ISHARES TR | $1,580.96万 | 0.16% | 52,620 | 49,070 | 1,382.3% | $1,474.30万 | 加仓 |
| MS | MORGAN STANLEY | $1,578.73万 | 0.16% | 75,523 | 1,418 | 1.9% | $29.64万 | 加仓 |
| TJX | TJX COS INC NEW | $1,556.26万 | 0.16% | 102,723 | -16,182 | -13.6% | -$245.16万 | 减仓 |
| OACP | UNIFIED SER TR | $1,528.47万 | 0.15% | 672,890 | -17,827 | -2.6% | -$40.49万 | 减仓 |
| PLD | PROLOGIS INC. | $1,515.68万 | 0.15% | 111,883 | 659 | 0.6% | $8.93万 | 加仓 |
| DDWM | WISDOMTREE TR | $1,506.99万 | 0.15% | 326,330 | -37,964 | -10.4% | -$175.32万 | 减仓 |
| IEF | ISHARES TR | $1,502.63万 | 0.15% | 158,890 | -27,416 | -14.7% | -$259.27万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,502.36万 | 0.15% | 30,245 | 2,903 | 10.6% | $144.20万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $1,499.76万 | 0.15% | 250,168 | 155,657 | 164.7% | $933.16万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,490.51万 | 0.15% | 103,071 | -5,435 | -5.0% | -$78.60万 | 减仓 |
| IUSV | ISHARES TR | $1,482.49万 | 0.15% | 134,589 | 16,038 | 13.5% | $176.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,475.73万 | 0.15% | 348,542 | 35,655 | 11.4% | $150.96万 | 加仓 |
| GE | GE AEROSPACE | $1,473.50万 | 0.15% | 39,427 | 6,792 | 20.8% | $253.84万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,444.69万 | 0.14% | 544,755 | 23,790 | 4.6% | $63.09万 | 加仓 |
| OAIM | UNIFIED SER TR | $1,439.36万 | 0.14% | 300,933 | -295,472 | -49.5% | -$1,413.24万 | 减仓 |
| ETN | EATON CORP PLC | $1,430.99万 | 0.14% | 33,582 | -7,571 | -18.4% | -$322.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,430.11万 | 0.14% | 162,938 | 8,165 | 5.3% | $71.66万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,429.74万 | 0.14% | 176,381 | 2,065 | 1.2% | $16.74万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,428.06万 | 0.14% | 266,380 | 24,841 | 10.3% | $133.17万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,413.45万 | 0.14% | 153,187 | -16,584 | -9.8% | -$153.02万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,402.43万 | 0.14% | 134,901 | 5,532 | 4.3% | $57.51万 | 加仓 |
| INTC | INTEL CORP | $1,400.42万 | 0.14% | 100,295 | -9,980 | -9.1% | -$139.35万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,395.25万 | 0.14% | 163,207 | 10,544 | 6.9% | $90.14万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,394.92万 | 0.14% | 32,330 | 3,106 | 10.6% | $134.01万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,386.67万 | 0.14% | 27,658 | -820 | -2.9% | -$41.11万 | 减仓 |
| SETM | SPROTT FDS TR | $1,386.04万 | 0.14% | 444,813 | 444,813 | — | $1,386.04万 | 新建仓 |
| UNP | UNION PAC CORP | $1,372.06万 | 0.14% | 50,443 | 658 | 1.3% | $17.90万 | 加仓 |
| LEN | LENNAR CORP | $1,370.96万 | 0.14% | 151,504 | 6,764 | 4.7% | $61.21万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,356.65万 | 0.14% | 161,989 | 20,166 | 14.2% | $168.89万 | 加仓 |
| WELL | WELLTOWER INC | $1,351.67万 | 0.14% | 59,553 | 8,578 | 16.8% | $194.69万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $1,339.97万 | 0.13% | 477,706 | 477,706 | — | $1,339.97万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1,327.13万 | 0.13% | 69,989 | 5,131 | 7.9% | $97.29万 | 加仓 |
| PEP | PEPSICO INC | $1,312.50万 | 0.13% | 96,935 | -8,017 | -7.6% | -$108.55万 | 减仓 |
| ESN | NORTHERN LTS FD TR II | $1,304.67万 | 0.13% | 656,158 | 47,552 | 7.8% | $94.55万 | 加仓 |
| HDV | ISHARES TR | $1,304.30万 | 0.13% | 475,848 | 70,773 | 17.5% | $193.99万 | 加仓 |
| FDX | FEDEX CORP | $1,294.73万 | 0.13% | 41,348 | -462 | -1.1% | -$14.47万 | 减仓 |
| BLK | BLACKROCK INC | $1,284.16万 | 0.13% | 13,355 | -1,104 | -7.6% | -$106.16万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,279.17万 | 0.13% | 193,726 | 671 | 0.3% | $4.43万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,272.08万 | 0.13% | 25,900 | -4,488 | -14.8% | -$220.43万 | 减仓 |
| SHOP | SHOPIFY INC | $1,267.60万 | 0.13% | 111,018 | -16,988 | -13.3% | -$193.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,265.99万 | 0.13% | 153,751 | 153,751 | — | $1,265.99万 | 新建仓 |
| MUB | ISHARES TR | $1,251.93万 | 0.13% | 116,329 | 15,969 | 15.9% | $171.86万 | 加仓 |
| OALC | UNIFIED SER TR | $1,249.11万 | 0.13% | 304,411 | 1,528 | 0.5% | $6.27万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,224.45万 | 0.12% | 156,519 | 16,887 | 12.1% | $132.11万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,221.28万 | 0.12% | 34,476 | -1,518 | -4.2% | -$53.77万 | 减仓 |
| IJH | ISHARES TR | $1,210.57万 | 0.12% | 156,993 | 10,847 | 7.4% | $83.64万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,202.80万 | 0.12% | 264,410 | 16,982 | 6.9% | $77.25万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,193.38万 | 0.12% | 30,858 | 13,186 | 74.6% | $509.95万 | 加仓 |
| QUAL | ISHARES TR | $1,192.72万 | 0.12% | 54,355 | -143,238 | -72.5% | -$3,143.09万 | 减仓 |
| MGA | MAGNA INTL INC | $1,181.16万 | 0.12% | 179,890 | -1,228 | -0.7% | -$8.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,179.78万 | 0.12% | 153,817 | -9,820 | -6.0% | -$75.32万 | 减仓 |
| USB | US BANCORP | $1,171.30万 | 0.12% | 193,924 | 2,665 | 1.4% | $16.10万 | 加仓 |
| QCOM | QUALCOMM INC | $1,168.78万 | 0.12% | 63,249 | -25,495 | -28.7% | -$471.12万 | 减仓 |
| ITA | ISHARES TR | $1,166.55万 | 0.12% | 48,121 | 2,740 | 6.0% | $66.42万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,160.88万 | 0.12% | 247,999 | 8,898 | 3.7% | $41.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,140.51万 | 0.11% | 83,365 | 13,201 | 18.8% | $180.60万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,129.91万 | 0.11% | 115,062 | -1,033 | -0.9% | -$10.14万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,119.36万 | 0.11% | 846,397 | -146,445 | -14.8% | -$193.67万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,106.57万 | 0.11% | 17,325 | 1,938 | 12.6% | $123.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,103.18万 | 0.11% | 107,953 | -26,301 | -19.6% | -$268.77万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,102.97万 | 0.11% | 94,457 | 6,867 | 7.8% | $80.19万 | 加仓 |
| THO | THOR INDS INC | $1,090.35万 | 0.11% | 145,071 | 3,270 | 2.3% | $24.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,088.52万 | 0.11% | 11,636 | -607 | -5.0% | -$56.78万 | 减仓 |
| SO | SOUTHERN CO | $1,085.97万 | 0.11% | 113,465 | 9,098 | 8.7% | $87.08万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $1,070.96万 | 0.11% | 347,151 | 151,683 | 77.6% | $467.94万 | 加仓 |
| GM | GENERAL MTRS CO | $1,066.58万 | 0.11% | 138,373 | -4,895 | -3.4% | -$37.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,061.55万 | 0.11% | 131,755 | 87,507 | 197.8% | $705.05万 | 加仓 |
| CMI | CUMMINS INC | $1,060.26万 | 0.11% | 14,866 | 884 | 6.3% | $63.05万 | 加仓 |