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 |
|---|---|---|---|---|---|---|---|---|
| NDAQ | NASDAQ INC | $453.47万 | 0.05% | 53,418 | -8,405 | -13.6% | -$71.35万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $451.99万 | 0.05% | 127,969 | 3,746 | 3.0% | $13.23万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $451.74万 | 0.05% | 123,190 | 82,238 | 200.8% | $301.57万 | 加仓 |
| VPU | VANGUARD WORLD FD | $448.61万 | 0.05% | 22,641 | -642 | -2.8% | -$12.72万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $446.52万 | 0.05% | 263,125 | -5,115 | -1.9% | -$8.68万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $446.50万 | 0.05% | 11,753 | -3,494 | -22.9% | -$132.74万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $444.97万 | 0.05% | 169,189 | 32,326 | 23.6% | $85.02万 | 加仓 |
| SLV | ISHARES SILVER TR | $444.40万 | 0.05% | 65,219 | 33,986 | 108.8% | $231.58万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $435.65万 | 0.05% | 98,221 | -5,157 | -5.0% | -$22.87万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $435.50万 | 0.05% | 58,285 | 139 | 0.2% | $1.04万 | 加仓 |
| LMUB | ISHARES TR | $435.10万 | 0.05% | 87,141 | 87,141 | — | $435.10万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $434.87万 | 0.05% | 46,881 | -236 | -0.5% | -$2.19万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $434.62万 | 0.05% | 166,393 | 34,639 | 26.3% | $90.48万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $431.98万 | 0.05% | 14,360 | -1,947 | -11.9% | -$58.57万 | 减仓 |
| MGK | VANGUARD WORLD FD | $430.21万 | 0.05% | 11,708 | 997 | 9.3% | $36.63万 | 加仓 |
| NKE | NIKE INC | $429.94万 | 0.05% | 81,397 | 13,676 | 20.2% | $72.24万 | 加仓 |
| D | DOMINION ENERGY INC | $428.30万 | 0.05% | 69,282 | 1,540 | 2.3% | $9.52万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $426.82万 | 0.05% | 8,802 | 1,327 | 17.8% | $64.35万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $426.36万 | 0.05% | 14,617 | -4,639 | -24.1% | -$135.31万 | 减仓 |
| AON | AON PLC | $425.59万 | 0.05% | 13,185 | -796 | -5.7% | -$25.69万 | 减仓 |
| ADBE | ADOBE INC | $423.88万 | 0.05% | 17,438 | -7,787 | -30.9% | -$189.29万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $422.69万 | 0.05% | 89,877 | -1,718 | -1.9% | -$8.08万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $421.30万 | 0.05% | 21,952 | -5,815 | -20.9% | -$111.60万 | 减仓 |
| IQV | IQVIA HLDGS INC | $420.53万 | 0.05% | 24,659 | -2,821 | -10.3% | -$48.11万 | 减仓 |
| YUM | YUM BRANDS INC | $418.46万 | 0.05% | 26,914 | 90 | 0.3% | $1.40万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $416.21万 | 0.05% | 15,387 | 2,759 | 21.8% | $74.63万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $416.21万 | 0.05% | 248,943 | 9,140 | 3.8% | $15.28万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $416.13万 | 0.05% | 203,758 | 18,682 | 10.1% | $38.15万 | 加仓 |
| MSCI | MSCI INC | $415.46万 | 0.05% | 7,708 | -3,263 | -29.7% | -$175.88万 | 减仓 |
| VHT | VANGUARD WORLD FD | $414.38万 | 0.05% | 15,216 | -441 | -2.8% | -$12.01万 | 减仓 |
| BILS | SPDR SERIES TRUST | $413.82万 | 0.05% | 41,615 | 14,718 | 54.7% | $146.36万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $413.63万 | 0.05% | 63,636 | 8,421 | 15.3% | $54.74万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $412.26万 | 0.05% | 147,234 | -5,654 | -3.7% | -$15.83万 | 减仓 |
| EMXC | ISHARES INC | $412.24万 | 0.05% | 52,408 | 29,199 | 125.8% | $229.68万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $409.68万 | 0.05% | 219,548 | 4,967 | 2.3% | $9.27万 | 加仓 |
| HGER | HARBOR ETF TRUST | $405.38万 | 0.05% | 130,724 | 105,631 | 421.0% | $327.56万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $404.23万 | 0.05% | 17,329 | 2,164 | 14.3% | $50.48万 | 加仓 |
| PPL | PPL CORP | $396.47万 | 0.04% | 103,789 | 2,153 | 2.1% | $8.22万 | 加仓 |
| BC | BRUNSWICK CORP | $395.94万 | 0.04% | 54,417 | -700 | -1.3% | -$5.09万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $395.55万 | 0.04% | 222,095 | -222,464 | -50.0% | -$396.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $393.13万 | 0.04% | 62,651 | -12,009 | -16.1% | -$75.36万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $391.27万 | 0.04% | 20,977 | -681 | -3.1% | -$12.70万 | 减仓 |
| CBRE | CBRE GROUP INC | $391.07万 | 0.04% | 28,870 | 1,322 | 4.8% | $17.91万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $389.43万 | 0.04% | 39,584 | -6,850 | -14.8% | -$67.39万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $389.21万 | 0.04% | 198,321 | 16,850 | 9.3% | $33.07万 | 加仓 |
| MCO | MOODYS CORP | $388.02万 | 0.04% | 8,895 | 420 | 5.0% | $18.32万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $387.74万 | 0.04% | 41,398 | 1,082 | 2.7% | $10.13万 | 加仓 |
| GWW | WW GRAINGER INC | $387.65万 | 0.04% | 3,554 | -169 | -4.5% | -$18.43万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $386.18万 | 0.04% | 24,435 | -6,162 | -20.1% | -$97.39万 | 减仓 |
| IAUM | ISHARES GOLD TR | $385.73万 | 0.04% | 82,598 | 2,942 | 3.7% | $13.74万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $384.07万 | 0.04% | 85,255 | -12,437 | -12.7% | -$56.03万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $384.02万 | 0.04% | 17,780 | -4,210 | -19.1% | -$90.93万 | 减仓 |
| URI | UNITED RENTALS INC | $383.77万 | 0.04% | 5,267 | 376 | 7.7% | $27.40万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $383.28万 | 0.04% | 136,494 | 25,810 | 23.3% | $72.47万 | 加仓 |
| FTI | TECHNIPFMC PLC | $382.83万 | 0.04% | 55,378 | 4,005 | 7.8% | $27.69万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $378.75万 | 0.04% | 13,197 | -4,403 | -25.0% | -$126.36万 | 减仓 |
| USMF | WISDOMTREE TR | $378.74万 | 0.04% | 76,698 | 20 | 0.0% | $988 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $377.24万 | 0.04% | 15,055 | 8,951 | 146.6% | $224.29万 | 加仓 |
| — | UNIFIED SER TR | $376.75万 | 0.04% | 93,449 | -5,830 | -5.9% | -$23.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $376.19万 | 0.04% | 66,372 | -16,914 | -20.3% | -$95.87万 | 减仓 |
| HSY | HERSHEY CO | $374.50万 | 0.04% | 18,014 | 676 | 3.9% | $14.05万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $373.06万 | 0.04% | 20,196 | -2,898 | -12.5% | -$53.53万 | 减仓 |
| IGF | ISHARES TR | $372.93万 | 0.04% | 55,661 | -8,243 | -12.9% | -$55.23万 | 减仓 |
| ROE | EA SERIES TRUST | $371.50万 | 0.04% | 104,855 | -3,585 | -3.3% | -$12.70万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $371.24万 | 0.04% | 190,086 | 15,847 | 9.1% | $30.95万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $370.12万 | 0.04% | 8,329 | -995 | -10.7% | -$44.22万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $368.82万 | 0.04% | 17,029 | -845 | -4.7% | -$18.30万 | 减仓 |
| NDSN | NORDSON CORP | $368.38万 | 0.04% | 13,846 | 673 | 5.1% | $17.91万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $368.30万 | 0.04% | 76,220 | -3,559 | -4.5% | -$17.20万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $365.13万 | 0.04% | 121,103 | 1,702 | 1.4% | $5.13万 | 加仓 |
| VOX | VANGUARD WORLD FD | $364.87万 | 0.04% | 20,288 | -11,374 | -35.9% | -$204.55万 | 减仓 |
| SAP | SAP SE | $363.79万 | 0.04% | 21,248 | -1,290 | -5.7% | -$22.09万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $363.17万 | 0.04% | 12,799 | -11,270 | -46.8% | -$319.79万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $361.02万 | 0.04% | 45,094 | 45,094 | — | $361.02万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $360.38万 | 0.04% | 27,521 | 147 | 0.5% | $1.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.04% | 5 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $358.93万 | 0.04% | 13,182 | 848 | 6.9% | $23.09万 | 加仓 |
| SOXX | ISHARES TR | $358.14万 | 0.04% | 10,897 | -670 | -5.8% | -$22.02万 | 减仓 |
| INSM | INSMED INC | $357.21万 | 0.04% | 21,845 | 1,460 | 7.2% | $23.87万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $355.00万 | 0.04% | 66,022 | -950 | -1.4% | -$5.11万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $354.87万 | 0.04% | 118,473 | 18,825 | 18.9% | $56.39万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $354.65万 | 0.04% | 21,355 | 3,614 | 20.4% | $60.02万 | 加仓 |
| IYJ | ISHARES TR | $354.40万 | 0.04% | 24,020 | 4,186 | 21.1% | $61.76万 | 加仓 |
| SHLD | GLOBAL X FDS | $353.66万 | 0.04% | 49,924 | 29,881 | 149.1% | $211.68万 | 加仓 |
| COWZ | PACER FDS TR | $352.52万 | 0.04% | 56,349 | -4,512 | -7.4% | -$28.23万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $351.65万 | 0.04% | 35,503 | 3,103 | 9.6% | $30.73万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $351.31万 | 0.04% | 35,962 | -705 | -1.9% | -$6.89万 | 减仓 |
| OMC | OMNICOM GROUP INC | $350.50万 | 0.04% | 46,541 | -50 | -0.1% | -$3,765 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $349.80万 | 0.04% | 53,437 | -5,517 | -9.4% | -$36.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $347.28万 | 0.04% | 164,566 | -6,489 | -3.8% | -$13.69万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $347.06万 | 0.04% | 37,581 | -3,461 | -8.4% | -$31.96万 | 减仓 |
| MGC | VANGUARD WORLD FD | $346.55万 | 0.04% | 14,663 | 3,168 | 27.6% | $74.87万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $344.84万 | 0.04% | 12,410 | -7,290 | -37.0% | -$202.57万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $343.43万 | 0.04% | 81,847 | -1,371 | -1.6% | -$5.75万 | 减仓 |
| VAW | VANGUARD WORLD FD | $340.22万 | 0.04% | 15,098 | -620 | -3.9% | -$13.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $339.57万 | 0.04% | 38,283 | 12,767 | 50.0% | $113.24万 | 加仓 |
| AMCR | AMCOR PLC | $338.75万 | 0.04% | 85,221 | 85,221 | — | $338.75万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $337.30万 | 0.04% | 10,803 | -359 | -3.2% | -$11.21万 | 减仓 |
| IQDG | WISDOMTREE TR | $337.06万 | 0.04% | 83,972 | -6,027 | -6.7% | -$24.19万 | 减仓 |
| APP | APPLOVIN CORP | $336.55万 | 0.04% | 8,456 | -2,196 | -20.6% | -$87.40万 | 减仓 |