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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $986.92万 | 0.11% | 146,146 | -5,362 | -3.5% | -$36.21万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $981.18万 | 0.11% | 29,043 | 4,923 | 20.4% | $166.32万 | 加仓 |
| PFE | PFIZER INC | $978.37万 | 0.11% | 348,421 | -8,366 | -2.3% | -$23.49万 | 减仓 |
| TTE | TOTALENERGIES SE | $969.12万 | 0.11% | 106,521 | 4,630 | 4.5% | $42.12万 | 加仓 |
| NVS | NOVARTIS AG | $954.02万 | 0.11% | 62,456 | 4,190 | 7.2% | $64.00万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $951.32万 | 0.11% | 138,313 | -568 | -0.4% | -$3.91万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $949.42万 | 0.11% | 240,787 | 1,133 | 0.5% | $4.47万 | 加仓 |
| NOW | SERVICENOW INC | $937.74万 | 0.10% | 89,693 | -17,690 | -16.5% | -$184.95万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $935.68万 | 0.10% | 46,052 | -12,723 | -21.6% | -$258.51万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $931.25万 | 0.10% | 179,327 | -60,770 | -25.3% | -$315.58万 | 减仓 |
| GE | GE AEROSPACE | $926.09万 | 0.10% | 32,635 | 1,514 | 4.9% | $42.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $923.33万 | 0.10% | 21,276 | 9,306 | 77.7% | $403.86万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $919.72万 | 0.10% | 70,164 | -10,504 | -13.0% | -$137.69万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $915.21万 | 0.10% | 82,556 | -5,410 | -6.2% | -$59.97万 | 减仓 |
| SGOV | ISHARES TR | $913.04万 | 0.10% | 90,705 | 19,523 | 27.4% | $196.52万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $907.02万 | 0.10% | 13,295 | -1,937 | -12.7% | -$132.15万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $905.43万 | 0.10% | 229,338 | 34,736 | 17.8% | $137.14万 | 加仓 |
| ADSK | AUTODESK INC | $899.05万 | 0.10% | 37,554 | -808 | -2.1% | -$19.34万 | 减仓 |
| IJR | ISHARES TR | $898.15万 | 0.10% | 72,251 | -8,322 | -10.3% | -$103.45万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $887.26万 | 0.10% | 48,636 | 106 | 0.2% | $1.93万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $885.50万 | 0.10% | 11,461 | 29 | 0.3% | $2.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $883.99万 | 0.10% | 122,895 | -23,655 | -16.1% | -$170.15万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $879.89万 | 0.10% | 173,857 | 36,941 | 27.0% | $186.96万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $878.40万 | 0.10% | 145,455 | -11,837 | -7.5% | -$71.48万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $877.69万 | 0.10% | 59,866 | -36 | -0.1% | -$5,278 | 减仓 |
| IXUS | ISHARES TR | $877.49万 | 0.10% | 101,280 | -4,200 | -4.0% | -$36.39万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $861.14万 | 0.10% | 157,863 | -11,461 | -6.8% | -$62.52万 | 减仓 |
| CLH | CLEAN HARBORS INC | $857.47万 | 0.10% | 29,905 | -23 | -0.1% | -$6,595 | 减仓 |
| MO | ALTRIA GROUP INC | $855.56万 | 0.10% | 129,650 | 3,460 | 2.7% | $22.83万 | 加仓 |
| — | TWO RDS SHARED TR | $845.16万 | 0.09% | 907,271 | 907,271 | — | $845.16万 | 新建仓 |
| IBDT | ISHARES TR | $842.82万 | 0.09% | 332,737 | 14,558 | 4.6% | $36.88万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $839.08万 | 0.09% | 42,316 | -8,992 | -17.5% | -$178.30万 | 减仓 |
| FLOT | ISHARES TR | $837.00万 | 0.09% | 164,279 | 127,636 | 348.3% | $650.30万 | 加仓 |
| ETR | ENTERGY CORP NEW | $836.26万 | 0.09% | 74,427 | 1,389 | 1.9% | $15.61万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $824.01万 | 0.09% | 75,611 | 17,722 | 30.6% | $193.13万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $821.18万 | 0.09% | 39,287 | 2,051 | 5.5% | $42.87万 | 加仓 |
| IBDR | ISHARES TR | $820.00万 | 0.09% | 338,284 | 11,714 | 3.6% | $28.39万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $817.67万 | 0.09% | 139,845 | 34,331 | 32.5% | $200.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $812.49万 | 0.09% | 42,853 | -56 | -0.1% | -$1.06万 | 减仓 |
| IBDS | ISHARES TR | $810.72万 | 0.09% | 334,454 | 12,059 | 3.7% | $29.23万 | 加仓 |
| GLW | CORNING INC | $807.06万 | 0.09% | 59,356 | -19,758 | -25.0% | -$268.65万 | 减仓 |
| VLO | VALERO ENERGY CORP | $806.75万 | 0.09% | 32,651 | 8,623 | 35.9% | $213.06万 | 加仓 |
| WMB | WILLIAMS COS INC | $804.07万 | 0.09% | 110,480 | -18,415 | -14.3% | -$134.02万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $800.36万 | 0.09% | 149,891 | 3,515 | 2.4% | $18.77万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $796.60万 | 0.09% | 142,632 | 30,421 | 27.1% | $169.90万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $794.83万 | 0.09% | 196,061 | 6,318 | 3.3% | $25.61万 | 加仓 |
| HEGD | LISTED FDS TR | $792.66万 | 0.09% | 320,914 | 17,564 | 5.8% | $43.38万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $791.79万 | 0.09% | 1,881 | 23 | 1.2% | $9.68万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $778.61万 | 0.09% | 26,803 | 81 | 0.3% | $2.35万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $776.90万 | 0.09% | 154,116 | 33,717 | 28.0% | $169.97万 | 重新持有 |
| INTU | INTUIT | $771.83万 | 0.09% | 17,851 | -7,417 | -29.4% | -$320.69万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $768.26万 | 0.09% | 154,518 | 3,456 | 2.3% | $17.18万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $760.60万 | 0.09% | 159,523 | 2,751 | 1.8% | $13.12万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $759.85万 | 0.09% | 428,082 | -32,581 | -7.1% | -$57.83万 | 减仓 |
| PGR | PROGRESSIVE CORP | $758.50万 | 0.08% | 38,262 | 2,594 | 7.3% | $51.42万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $754.83万 | 0.08% | 155,667 | 155,667 | — | $754.83万 | 新建仓 |
| CMI | CUMMINS INC | $752.27万 | 0.08% | 13,982 | -2,499 | -15.2% | -$134.45万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $749.98万 | 0.08% | 192,402 | -2,922 | -1.5% | -$11.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $746.90万 | 0.08% | 36,715 | -2,202 | -5.7% | -$44.80万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $746.70万 | 0.08% | 31,424 | -37,332 | -54.3% | -$887.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $743.02万 | 0.08% | 56,745 | -3,754 | -6.2% | -$49.16万 | 减仓 |
| PWR | QUANTA SVCS INC | $737.24万 | 0.08% | 13,428 | -1,318 | -8.9% | -$72.36万 | 减仓 |
| ZTS | ZOETIS INC | $736.15万 | 0.08% | 62,275 | -2,243 | -3.5% | -$26.51万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $733.99万 | 0.08% | 145,836 | 2,713 | 1.9% | $13.65万 | 加仓 |
| EEM | ISHARES TR | $733.67万 | 0.08% | 129,191 | 99,153 | 330.1% | $563.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $732.27万 | 0.08% | 55,890 | 5,060 | 10.0% | $66.30万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $729.68万 | 0.08% | 42,280 | 17,447 | 70.3% | $301.10万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $728.83万 | 0.08% | 621,339 | 68,575 | 12.4% | $80.44万 | 加仓 |
| SHV | ISHARES TR | $727.91万 | 0.08% | 65,940 | 31,614 | 92.1% | $348.99万 | 加仓 |
| SPGI | S&P GLOBAL INC | $725.22万 | 0.08% | 17,050 | -2,330 | -12.0% | -$99.11万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $722.85万 | 0.08% | 36,546 | -151 | -0.4% | -$2.99万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $715.02万 | 0.08% | 240,101 | -22,809 | -8.7% | -$67.93万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $713.98万 | 0.08% | 155,585 | -45,854 | -22.8% | -$210.42万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $713.05万 | 0.08% | 48,146 | -1,064 | -2.2% | -$15.76万 | 减仓 |
| CRH | CRH PLC | $706.41万 | 0.08% | 67,200 | 3,617 | 5.7% | $38.02万 | 加仓 |
| MPC | MARATHON PETE CORP | $703.90万 | 0.08% | 28,827 | -4,785 | -14.2% | -$116.84万 | 减仓 |
| SNY | SANOFI SA | $703.76万 | 0.08% | 146,070 | 13,354 | 10.1% | $64.34万 | 加仓 |
| VDE | VANGUARD WORLD FD | $701.95万 | 0.08% | 40,566 | -5,329 | -11.6% | -$92.21万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $693.08万 | 0.08% | 44,066 | 7,291 | 19.8% | $114.67万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $689.54万 | 0.08% | 70,426 | -35,171 | -33.3% | -$344.36万 | 减仓 |
| WM | WASTE MGMT INC DEL | $689.42万 | 0.08% | 30,002 | 1,472 | 5.2% | $33.83万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $689.41万 | 0.08% | 171,538 | 30,183 | 21.4% | $121.31万 | 加仓 |
| PALC | PACER FDS TR | $688.78万 | 0.08% | 132,944 | 17,793 | 15.5% | $92.19万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $688.08万 | 0.08% | 208,825 | 32,113 | 18.2% | $105.81万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $686.96万 | 0.08% | 227,320 | 51,355 | 29.2% | $155.19万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $686.76万 | 0.08% | 11,351 | -942 | -7.7% | -$56.99万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $680.07万 | 0.08% | 392,651 | 321,026 | 448.2% | $556.02万 | 加仓 |
| FAST | FASTENAL CO | $679.22万 | 0.08% | 146,385 | -823 | -0.6% | -$3.82万 | 减仓 |
| IGRO | ISHARES TR | $667.86万 | 0.07% | 79,726 | 79,726 | — | $667.86万 | 新建仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $665.08万 | 0.07% | 98,326 | 24,520 | 33.2% | $165.85万 | 加仓 |
| EME | EMCOR GROUP INC | $661.96万 | 0.07% | 8,966 | 344 | 4.0% | $25.40万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $661.06万 | 0.07% | 31,284 | 4,753 | 17.9% | $100.43万 | 加仓 |
| CIEN | CIENA CORP | $656.03万 | 0.07% | 16,898 | -12,978 | -43.4% | -$503.84万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $654.17万 | 0.07% | 213,225 | -188,868 | -47.0% | -$579.45万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $652.78万 | 0.07% | 53,167 | 2,575 | 5.1% | $31.62万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $652.60万 | 0.07% | 113,219 | 25,620 | 29.2% | $147.67万 | 加仓 |
| XSOE | WISDOMTREE TR | $650.07万 | 0.07% | 162,113 | -2,094 | -1.3% | -$8.40万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $649.88万 | 0.07% | 138,863 | 138,863 | — | $649.88万 | 新建仓 |
| DON | WISDOMTREE TR | $648.98万 | 0.07% | 123,521 | -1,260 | -1.0% | -$6.62万 | 减仓 |
| IWD | ISHARES TR | $645.22万 | 0.07% | 30,197 | -15,759 | -34.3% | -$336.72万 | 减仓 |