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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $695.02万 | 0.07% | 31,183 | 1,181 | 3.9% | $26.32万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $691.66万 | 0.07% | 25,726 | 2,283 | 9.7% | $61.38万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $689.21万 | 0.07% | 146,019 | -25,519 | -14.9% | -$120.45万 | 减仓 |
| CSX | CSX CORP | $685.70万 | 0.07% | 144,267 | -8,035 | -5.3% | -$38.19万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $681.04万 | 0.07% | 67,449 | 4,162 | 6.6% | $42.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $679.85万 | 0.07% | 214,396 | 1,171 | 0.5% | $3.71万 | 加仓 |
| NOW | SERVICENOW INC | $677.11万 | 0.07% | 68,202 | -21,491 | -24.0% | -$213.36万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $673.87万 | 0.07% | 13,231 | -64 | -0.5% | -$3.26万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $670.79万 | 0.07% | 138,909 | 3,747 | 2.8% | $18.09万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $669.57万 | 0.07% | 608,702 | -12,637 | -2.0% | -$13.90万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $668.93万 | 0.07% | 33,853 | 481 | 1.4% | $9.50万 | 加仓 |
| SYK | STRYKER CORPORATION | $667.03万 | 0.07% | 21,186 | 2,692 | 14.6% | $84.76万 | 加仓 |
| MGV | VANGUARD WORLD FD | $665.76万 | 0.07% | 40,732 | 784 | 2.0% | $12.81万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $661.13万 | 0.07% | 10,603 | -858 | -7.5% | -$53.50万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $655.92万 | 0.07% | 65,020 | 2,865 | 4.6% | $28.90万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $654.17万 | 0.07% | 9,301 | 5,102 | 121.5% | $358.84万 | 加仓 |
| DG | DOLLAR GEN CORP | $652.78万 | 0.07% | 56,709 | 5,263 | 10.2% | $60.58万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $648.84万 | 0.07% | 36,912 | 366 | 1.0% | $6.43万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $645.71万 | 0.06% | 74,186 | -18,479 | -19.9% | -$160.84万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $645.62万 | 0.06% | 220,574 | 50,300 | 29.5% | $147.23万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $638.29万 | 0.06% | 19,315 | -1,850 | -8.7% | -$61.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $636.20万 | 0.06% | 109,993 | -3,226 | -2.8% | -$18.66万 | 减仓 |
| ECL | ECOLAB INC | $635.19万 | 0.06% | 22,798 | 834 | 3.8% | $23.24万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $634.28万 | 0.06% | 258,363 | -94,931 | -26.9% | -$233.06万 | 减仓 |
| MGK | VANGUARD WORLD FD | $633.91万 | 0.06% | 72,109 | 13,569 | 23.2% | $119.28万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $633.70万 | 0.06% | 173,474 | 6,336 | 3.8% | $23.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $631.28万 | 0.06% | 124,833 | -49,024 | -28.2% | -$247.91万 | 减仓 |
| VDE | VANGUARD WORLD FD | $630.85万 | 0.06% | 42,020 | 1,454 | 3.6% | $21.83万 | 加仓 |
| IBDV | ISHARES TR | $629.05万 | 0.06% | 288,553 | 38,779 | 15.5% | $84.54万 | 加仓 |
| MPC | MARATHON PETE CORP | $627.11万 | 0.06% | 24,528 | -4,299 | -14.9% | -$109.91万 | 减仓 |
| FIX | COMFORT SYS USA INC | $619.90万 | 0.06% | 3,128 | -1,011 | -24.4% | -$200.36万 | 减仓 |
| VPU | VANGUARD WORLD FD | $617.47万 | 0.06% | 31,547 | 8,906 | 39.3% | $174.32万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $613.12万 | 0.06% | 37,619 | 681 | 1.8% | $11.10万 | 加仓 |
| SOXX | ISHARES TR | $611.53万 | 0.06% | 9,544 | -1,353 | -12.4% | -$86.69万 | 减仓 |
| EBAY | EBAY INC. | $610.62万 | 0.06% | 54,642 | -9,784 | -15.2% | -$109.34万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $609.85万 | 0.06% | 73,787 | -1,609 | -2.1% | -$13.30万 | 减仓 |
| DTD | WISDOMTREE TR | $605.95万 | 0.06% | 64,983 | -82,425 | -55.9% | -$768.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $605.49万 | 0.06% | 37,017 | -5,263 | -12.4% | -$86.09万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $604.80万 | 0.06% | 118,102 | 14,491 | 14.0% | $74.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $603.52万 | 0.06% | 51,729 | -19,461 | -27.3% | -$227.05万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $603.31万 | 0.06% | 18,019 | 2,964 | 19.7% | $99.24万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $598.66万 | 0.06% | 7,845 | 1,325 | 20.3% | $101.11万 | 加仓 |
| KEX | KIRBY CORP | $590.08万 | 0.06% | 43,398 | -1,272 | -2.8% | -$17.30万 | 减仓 |
| FAST | FASTENAL CO | $577.06万 | 0.06% | 120,146 | -26,239 | -17.9% | -$126.03万 | 减仓 |
| USMV | ISHARES TR | $574.26万 | 0.06% | 59,534 | -3,544 | -5.6% | -$34.19万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $573.77万 | 0.06% | 28,459 | -10,828 | -27.6% | -$218.31万 | 减仓 |
| IDEV | ISHARES TR | $571.69万 | 0.06% | 64,228 | -450 | -0.7% | -$4.01万 | 减仓 |
| DHR | DANAHER CORP DEL | $571.53万 | 0.06% | 30,005 | -12,848 | -30.0% | -$244.73万 | 减仓 |
| RIO | RIO TINTO PLC | $571.40万 | 0.06% | 60,192 | -2,488 | -4.0% | -$23.62万 | 减仓 |
| PAYX | PAYCHEX INC | $571.03万 | 0.06% | 58,073 | -6,731 | -10.4% | -$66.19万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $570.50万 | 0.06% | 93,174 | -64,689 | -41.0% | -$396.09万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $568.44万 | 0.06% | 19,562 | 1,984 | 11.3% | $57.65万 | 加仓 |
| HON | HONEYWELL INTL INC | $567.59万 | 0.06% | 25,350 | -26,130 | -50.8% | -$585.05万 | 减仓 |
| VLO | VALERO ENERGY CORP | $567.55万 | 0.06% | 21,792 | -10,859 | -33.3% | -$282.81万 | 减仓 |
| UL | UNILEVER PLC | $564.07万 | 0.06% | 93,823 | -5,563 | -5.6% | -$33.44万 | 减仓 |
| DON | WISDOMTREE TR | $561.88万 | 0.06% | 99,412 | -24,109 | -19.5% | -$136.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $560.44万 | 0.06% | 25,350 | 25,350 | — | $560.44万 | 新建仓 |
| ENB | ENBRIDGE INC | $558.95万 | 0.06% | 103,109 | 160 | 0.2% | $8,674 | 加仓 |
| URI | UNITED RENTALS INC | $558.60万 | 0.06% | 4,931 | -336 | -6.4% | -$38.06万 | 减仓 |
| NGG | NATIONAL GRID PLC | $557.26万 | 0.06% | 67,245 | 4,031 | 6.4% | $33.40万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $556.77万 | 0.06% | 36,791 | 3,551 | 10.7% | $53.74万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $556.40万 | 0.06% | 59,425 | -3,393 | -5.4% | -$31.77万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $551.90万 | 0.06% | 187,531 | 8,219 | 4.6% | $24.19万 | 加仓 |
| IMTM | ISHARES TR | $551.28万 | 0.06% | 103,372 | 1,100 | 1.1% | $5.87万 | 加仓 |
| GVI | ISHARES TR | $551.16万 | 0.06% | 51,950 | -3,622 | -6.5% | -$38.43万 | 减仓 |
| POOL | POOL CORP | $548.85万 | 0.05% | 25,540 | 9,319 | 57.5% | $200.26万 | 加仓 |
| XSOE | WISDOMTREE TR | $541.50万 | 0.05% | 110,106 | -52,007 | -32.1% | -$255.77万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $538.00万 | 0.05% | 40,375 | -3,309 | -7.6% | -$44.09万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $537.41万 | 0.05% | 145,877 | 145,877 | — | $537.41万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $537.06万 | 0.05% | 158,566 | -4,811 | -2.9% | -$16.29万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $534.81万 | 0.05% | 94,690 | 28,318 | 42.7% | $159.94万 | 加仓 |
| GWW | WW GRAINGER INC | $532.34万 | 0.05% | 3,913 | 359 | 10.1% | $48.84万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $532.00万 | 0.05% | 121,324 | -1,866 | -1.5% | -$8.18万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $531.89万 | 0.05% | 72,514 | -13,744 | -15.9% | -$100.81万 | 减仓 |
| EMXC | ISHARES INC | $528.63万 | 0.05% | 51,675 | -733 | -1.4% | -$7.50万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $524.61万 | 0.05% | 119,151 | -6,650 | -5.3% | -$29.28万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $524.22万 | 0.05% | 130,306 | 11,079 | 9.3% | $44.57万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $522.57万 | 0.05% | 19,321 | 1,608 | 9.1% | $43.49万 | 加仓 |
| LDUR | PIMCO ETF TR | $522.12万 | 0.05% | 54,610 | -67,749 | -55.4% | -$647.75万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $520.95万 | 0.05% | 8,445 | 350 | 4.3% | $21.59万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $520.63万 | 0.05% | 246,045 | 173,278 | 238.1% | $366.66万 | 加仓 |
| MMM | 3M CO | $519.51万 | 0.05% | 32,086 | -6,917 | -17.7% | -$111.99万 | 减仓 |
| — | UNIFIED SER TR | $518.33万 | 0.05% | 103,903 | 10,454 | 11.2% | $52.15万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $512.28万 | 0.05% | 24,042 | 11,044 | 85.0% | $235.32万 | 加仓 |
| FE | FIRSTENERGY CORP | $509.32万 | 0.05% | 107,135 | 11,590 | 12.1% | $55.10万 | 加仓 |
| VOX | VANGUARD WORLD FD | $508.52万 | 0.05% | 27,644 | 7,356 | 36.3% | $135.32万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $496.91万 | 0.05% | 126,537 | -1,432 | -1.1% | -$5.62万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $496.84万 | 0.05% | 40,919 | 37,942 | 1,274.5% | $460.69万 | 加仓 |
| IEI | ISHARES TR | $492.18万 | 0.05% | 41,905 | -3,521 | -7.8% | -$41.35万 | 减仓 |
| LMUB | ISHARES TR | $490.34万 | 0.05% | 95,732 | 8,591 | 9.9% | $44.00万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $490.15万 | 0.05% | 65,137 | 6,852 | 11.8% | $51.56万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $487.44万 | 0.05% | 227,776 | 10,491 | 4.8% | $22.45万 | 加仓 |
| TFC | TRUIST FINL CORP | $487.07万 | 0.05% | 97,766 | -27,804 | -22.1% | -$138.52万 | 减仓 |
| WRB | BERKLEY W R CORP | $484.64万 | 0.05% | 68,714 | -7,237 | -9.5% | -$51.04万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $480.75万 | 0.05% | 12,809 | 399 | 3.2% | $14.98万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $478.88万 | 0.05% | 104,353 | 49,843 | 91.4% | $228.73万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $477.05万 | 0.05% | 20,780 | 3,751 | 22.0% | $86.11万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $477.00万 | 0.05% | 104,514 | 50,205 | 92.4% | $229.14万 | 加仓 |
| CI | THE CIGNA GROUP | $474.98万 | 0.05% | 17,229 | -1,145 | -6.2% | -$31.57万 | 减仓 |
| D | DOMINION ENERGY INC | $474.54万 | 0.05% | 69,489 | 207 | 0.3% | $1.41万 | 加仓 |