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 |
|---|---|---|---|---|---|---|---|---|
| — | CAMBRIA ETF TR | $336.29万 | 0.04% | 135,607 | -26,317 | -16.3% | -$65.26万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $335.92万 | 0.04% | 24,683 | 2,712 | 12.3% | $36.91万 | 加仓 |
| RBC | RBC BEARINGS INC | $335.59万 | 0.04% | 6,179 | 330 | 5.6% | $17.92万 | 加仓 |
| PSX | PHILLIPS 66 | $335.45万 | 0.04% | 18,413 | 709 | 4.0% | $12.92万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $334.10万 | 0.04% | 4,590 | -1,454 | -24.1% | -$105.83万 | 减仓 |
| RBA | RB GLOBAL INC | $333.75万 | 0.04% | 34,820 | 384 | 1.1% | $3.68万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $333.23万 | 0.04% | 86,733 | -25,938 | -23.0% | -$99.65万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $330.15万 | 0.04% | 55,750 | -836 | -1.5% | -$4.95万 | 减仓 |
| CSGP | COSTAR GROUP INC | $330.06万 | 0.04% | 81,821 | 41,024 | 100.6% | $165.49万 | 加仓 |
| APA | APA CORPORATION | $329.77万 | 0.04% | 77,703 | 3,197 | 4.3% | $13.57万 | 加仓 |
| EFX | EQUIFAX INC | $328.92万 | 0.04% | 18,266 | 2,941 | 19.2% | $52.96万 | 加仓 |
| POOL | POOL CORP | $328.20万 | 0.04% | 16,221 | 6,624 | 69.0% | $134.02万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $327.56万 | 0.04% | 75,145 | -437,043 | -85.3% | -$1,905.08万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $326.70万 | 0.04% | 9,874 | 3,701 | 60.0% | $122.45万 | 加仓 |
| ALLE | ALLEGION PLC | $326.65万 | 0.04% | 22,482 | -296 | -1.3% | -$4.30万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $325.42万 | 0.04% | 64,670 | -958 | -1.5% | -$4.82万 | 减仓 |
| — | UNIFIED SER TR | $321.60万 | 0.04% | 107,918 | 4,847 | 4.7% | $14.44万 | 加仓 |
| AME | AMETEK INC | $320.90万 | 0.04% | 14,970 | 5,344 | 55.5% | $114.56万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $320.48万 | 0.04% | 83,080 | 17,123 | 26.0% | $66.05万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $319.05万 | 0.04% | 8,095 | 589 | 7.8% | $23.21万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $318.81万 | 0.04% | 152,103 | 8,861 | 6.2% | $18.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $317.67万 | 0.04% | 11,062 | -10,410 | -48.5% | -$298.94万 | 减仓 |
| VDC | VANGUARD WORLD FD | $317.30万 | 0.04% | 14,128 | -531 | -3.6% | -$11.93万 | 减仓 |
| SDCI | USCF ETF TR | $317.01万 | 0.04% | 116,377 | 116,377 | — | $317.01万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $314.25万 | 0.04% | 37,603 | -682 | -1.8% | -$5.70万 | 减仓 |
| SYSB | ISHARES TR | $313.91万 | 0.04% | 35,270 | 7,490 | 27.0% | $66.66万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $313.26万 | 0.04% | 122,272 | 29,162 | 31.3% | $74.71万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $311.87万 | 0.03% | 15,909 | 5,625 | 54.7% | $110.27万 | 加仓 |
| SEIC | SEI INVTS CO | $309.62万 | 0.03% | 39,457 | -91 | -0.2% | -$7,141 | 减仓 |
| CCI | CROWN CASTLE INC | $309.11万 | 0.03% | 38,016 | 552 | 1.5% | $4.49万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $309.01万 | 0.03% | 43,061 | -605 | -1.4% | -$4.34万 | 减仓 |
| OKE | ONEOK INC NEW | $307.50万 | 0.03% | 34,019 | -6,346 | -15.7% | -$57.36万 | 减仓 |
| MKL | MARKEL GROUP INC | $306.51万 | 0.03% | 1,601 | -12 | -0.7% | -$2.30万 | 减仓 |
| VICI | VICI PPTYS INC | $306.18万 | 0.03% | 112,073 | 25,185 | 29.0% | $68.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $305.56万 | 0.03% | 22,091 | 7,975 | 56.5% | $110.31万 | 加仓 |
| ULS | UL SOLUTIONS INC | $301.58万 | 0.03% | 35,186 | 4,848 | 16.0% | $41.55万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $299.81万 | 0.03% | 37,429 | 37,429 | — | $299.81万 | 新建仓 |
| WSO | WATSCO INC | $296.12万 | 0.03% | 8,140 | 613 | 8.1% | $22.30万 | 加仓 |
| FN | FABRINET | $295.02万 | 0.03% | 5,657 | 2,142 | 60.9% | $111.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $294.42万 | 0.03% | 74,379 | 8,626 | 13.1% | $34.15万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $291.61万 | 0.03% | 11,331 | -4,322 | -27.6% | -$111.23万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $291.55万 | 0.03% | 62,754 | 9,914 | 18.8% | $46.06万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $287.98万 | 0.03% | 4,228 | -21 | -0.5% | -$1.43万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $285.89万 | 0.03% | 18,002 | 7,179 | 66.3% | $114.01万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $284.69万 | 0.03% | 12,998 | 973 | 8.1% | $21.31万 | 加仓 |
| ALB | ALBEMARLE CORP | $284.16万 | 0.03% | 15,828 | 8,843 | 126.6% | $158.76万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $284.12万 | 0.03% | 73,952 | 25,128 | 51.5% | $96.54万 | 加仓 |
| ENTG | ENTEGRIS INC | $282.22万 | 0.03% | 24,072 | 4,505 | 23.0% | $52.82万 | 加仓 |
| IBB | ISHARES TR | $281.66万 | 0.03% | 16,681 | 808 | 5.1% | $13.64万 | 加仓 |
| NTRA | NATERA INC | $279.63万 | 0.03% | 13,982 | 402 | 3.0% | $8.04万 | 加仓 |
| SYY | SYSCO CORP | $279.13万 | 0.03% | 39,132 | 1,384 | 3.7% | $9.87万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $279.10万 | 0.03% | 135,567 | -4,730 | -3.4% | -$9.74万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $279.07万 | 0.03% | 131,946 | -4,608 | -3.4% | -$9.75万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $278.96万 | 0.03% | 62,213 | -7,519 | -10.8% | -$33.72万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $278.72万 | 0.03% | 169,334 | -6,221 | -3.5% | -$10.24万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $278.61万 | 0.03% | 134,605 | -4,834 | -3.5% | -$10.01万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $278.35万 | 0.03% | 28,282 | -1,605 | -5.4% | -$15.80万 | 减仓 |
| MET | METLIFE INC | $277.82万 | 0.03% | 39,285 | -1,856 | -4.5% | -$13.13万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $277.79万 | 0.03% | 135,376 | -3,880 | -2.8% | -$7.96万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $277.13万 | 0.03% | 31,879 | -11,647 | -26.8% | -$101.25万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $277.02万 | 0.03% | 29,634 | -1,144 | -3.7% | -$10.69万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $276.89万 | 0.03% | 14,065 | -589 | -4.0% | -$11.60万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $276.48万 | 0.03% | 19,096 | -1,427 | -7.0% | -$20.66万 | 减仓 |
| ROST | ROSS STORES INC | $276.05万 | 0.03% | 12,743 | -266 | -2.0% | -$5.76万 | 减仓 |
| SUB | ISHARES TR | $275.21万 | 0.03% | 25,841 | -1,210 | -4.5% | -$12.89万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $274.91万 | 0.03% | 28,640 | -2,012 | -6.6% | -$19.31万 | 减仓 |
| ES | EVERSOURCE ENERGY | $274.52万 | 0.03% | 39,624 | 232 | 0.6% | $1.61万 | 加仓 |
| INTF | ISHARES TR | $274.12万 | 0.03% | 70,359 | -6,645 | -8.6% | -$25.89万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $274.10万 | 0.03% | 46,822 | 26,608 | 131.6% | $155.76万 | 加仓 |
| TRP | TC ENERGY CORP | $273.83万 | 0.03% | 43,743 | -681 | -1.5% | -$4.26万 | 减仓 |
| O | REALTY INCOME CORP | $273.48万 | 0.03% | 44,700 | -7,799 | -14.9% | -$47.71万 | 减仓 |
| — | COTERRA ENERGY INC | $272.84万 | 0.03% | 77,643 | -42,843 | -35.6% | -$150.55万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $272.38万 | 0.03% | 48,141 | -1,855 | -3.7% | -$10.50万 | 减仓 |
| DY | DYCOM INDS INC | $271.53万 | 0.03% | 8,014 | -328 | -3.9% | -$11.11万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $271.45万 | 0.03% | 26,839 | 4,854 | 22.1% | $49.09万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $271.16万 | 0.03% | 5,647 | 234 | 4.3% | $11.24万 | 加仓 |
| CCJ | CAMECO CORP | $270.63万 | 0.03% | 24,918 | 10,930 | 78.1% | $118.71万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $269.87万 | 0.03% | 26,168 | 1,408 | 5.7% | $14.52万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $268.41万 | 0.03% | 98,210 | 2,931 | 3.1% | $8.01万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $268.39万 | 0.03% | 78,832 | 1,367 | 1.8% | $4.65万 | 加仓 |
| EPI | WISDOMTREE TR | $267.74万 | 0.03% | 65,622 | 3,574 | 5.8% | $14.58万 | 加仓 |
| HYG | ISHARES TR | $267.37万 | 0.03% | 33,607 | -209 | -0.6% | -$1.66万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $265.97万 | 0.03% | 23,724 | -93,923 | -79.8% | -$1,052.98万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $265.01万 | 0.03% | 32,887 | -11,808 | -26.4% | -$95.15万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $264.58万 | 0.03% | 23,746 | 2,675 | 12.7% | $29.80万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $264.17万 | 0.03% | 53,036 | -223,847 | -80.8% | -$1,114.98万 | 减仓 |
| GSK | GSK PLC | $264.04万 | 0.03% | 47,842 | -38,452 | -44.6% | -$212.22万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $263.61万 | 0.03% | 6,729 | -1,966 | -22.6% | -$77.02万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $263.60万 | 0.03% | 40,799 | 1,501 | 3.8% | $9.70万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $263.25万 | 0.03% | 78,511 | -2,175 | -2.7% | -$7.29万 | 减仓 |
| VLUE | ISHARES TR | $263.03万 | 0.03% | 18,499 | 8,690 | 88.6% | $123.56万 | 加仓 |
| NET | CLOUDFLARE INC | $262.34万 | 0.03% | 12,714 | 1,410 | 12.5% | $29.09万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $262.33万 | 0.03% | 49,043 | -15,364 | -23.9% | -$82.18万 | 减仓 |
| MOG/A | MOOG INC | $260.53万 | 0.03% | 8,903 | -1,823 | -17.0% | -$53.35万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $259.20万 | 0.03% | 60,932 | -17,086 | -21.9% | -$72.68万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $259.01万 | 0.03% | 4,199 | -5,446 | -56.5% | -$335.92万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $258.47万 | 0.03% | 8,009 | -831 | -9.4% | -$26.82万 | 减仓 |
| IBTG | ISHARES TR | $258.05万 | 0.03% | 112,612 | 3,183 | 2.9% | $7.29万 | 加仓 |
| IBTH | ISHARES TR | $257.29万 | 0.03% | 114,709 | 3,087 | 2.8% | $6.92万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $257.24万 | 0.03% | 71,337 | 8,003 | 12.6% | $28.86万 | 加仓 |