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 |
|---|---|---|---|---|---|---|---|---|
| IBTI | ISHARES TR | $256.74万 | 0.03% | 115,220 | 3,379 | 3.0% | $7.53万 | 加仓 |
| EES | WISDOMTREE TR | $256.55万 | 0.03% | 44,195 | -908 | -2.0% | -$5.27万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $256.35万 | 0.03% | 15,777 | -10,749 | -40.5% | -$174.65万 | 减仓 |
| CTAS | CINTAS CORP | $256.30万 | 0.03% | 15,153 | -3,731 | -19.8% | -$63.11万 | 减仓 |
| TPR | TAPESTRY INC | $255.39万 | 0.03% | 18,099 | 9,143 | 102.1% | $129.02万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $254.83万 | 0.03% | 26,416 | 12,073 | 84.2% | $116.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $254.55万 | 0.03% | 6,520 | -5,210 | -44.4% | -$203.40万 | 减仓 |
| IYF | ISHARES TR | $254.28万 | 0.03% | 21,612 | 5,113 | 31.0% | $60.16万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $253.86万 | 0.03% | 56,040 | -28,040 | -33.3% | -$127.02万 | 减仓 |
| SNOW | SNOWFLAKE INC | $251.46万 | 0.03% | 16,673 | 1,190 | 7.7% | $17.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $250.21万 | 0.03% | 50,152 | -25,777 | -33.9% | -$128.60万 | 减仓 |
| NTR | NUTRIEN LTD | $248.87万 | 0.03% | 32,981 | 2,943 | 9.8% | $22.21万 | 加仓 |
| ELCV | STRATEGY SHS | $248.65万 | 0.03% | 85,742 | -9,209 | -9.7% | -$26.71万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $248.35万 | 0.03% | 5,248 | 35 | 0.7% | $1.66万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $248.31万 | 0.03% | 119,535 | -5,676 | -4.5% | -$11.79万 | 减仓 |
| TMUS | T-MOBILE US INC | $248.13万 | 0.03% | 11,814 | -1,522 | -11.4% | -$31.97万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $247.85万 | 0.03% | 114,429 | -1,491 | -1.3% | -$3.23万 | 减仓 |
| PFF | ISHARES TR | $247.73万 | 0.03% | 81,705 | 343 | 0.4% | $1.04万 | 加仓 |
| TTC | TORO CO | $247.72万 | 0.03% | 26,511 | 2,200 | 9.0% | $20.56万 | 加仓 |
| SNEX | STONEX GROUP INC | $246.79万 | 0.03% | 30,600 | 10,101 | 49.3% | $81.46万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $246.60万 | 0.03% | 28,934 | 2,701 | 10.3% | $23.02万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $246.30万 | 0.03% | 32,731 | -19,178 | -36.9% | -$144.31万 | 减仓 |
| IGM | ISHARES TR | $246.13万 | 0.03% | 20,768 | -707 | -3.3% | -$8.38万 | 减仓 |
| DXJ | WISDOMTREE TR | $245.01万 | 0.03% | 15,450 | 3,979 | 34.7% | $63.10万 | 加仓 |
| LII | LENNOX INTL INC | $244.74万 | 0.03% | 5,273 | 460 | 9.6% | $21.35万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $244.62万 | 0.03% | 102,225 | 58,652 | 134.6% | $140.35万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $244.24万 | 0.03% | 51,946 | 14,374 | 38.3% | $67.58万 | 加仓 |
| QHY | WISDOMTREE TR | $243.84万 | 0.03% | 53,545 | 457 | 0.9% | $2.08万 | 加仓 |
| USFD | US FOODS HLDG CORP | $243.80万 | 0.03% | 26,440 | -1,224 | -4.4% | -$11.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $242.77万 | 0.03% | 72,274 | 11,103 | 18.2% | $37.29万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $242.08万 | 0.03% | 2,089 | -141 | -6.3% | -$16.34万 | 减仓 |
| KKR | KKR & CO INC | $241.98万 | 0.03% | 26,160 | -4,597 | -14.9% | -$42.52万 | 减仓 |
| EQIX | EQUINIX INC | $241.63万 | 0.03% | 2,465 | -2,254 | -47.8% | -$220.95万 | 减仓 |
| SRE | SEMPRA | $241.14万 | 0.03% | 24,817 | -10,621 | -30.0% | -$103.20万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $241.07万 | 0.03% | 9,035 | 1,116 | 14.1% | $29.78万 | 加仓 |
| BX | BLACKSTONE INC | $240.44万 | 0.03% | 20,909 | -7,951 | -27.6% | -$91.43万 | 减仓 |
| — | ETFIS SER TR I | $240.20万 | 0.03% | 88,536 | 12,519 | 16.5% | $33.96万 | 加仓 |
| COO | COOPER COS INC | $239.90万 | 0.03% | 33,552 | -3,155 | -8.6% | -$22.56万 | 减仓 |
| HUBB | HUBBELL INC | $239.53万 | 0.03% | 4,881 | 175 | 3.7% | $8.59万 | 加仓 |
| IBTK | ISHARES TR | $239.53万 | 0.03% | 121,463 | 2,757 | 2.3% | $5.44万 | 加仓 |
| TRGP | TARGA RES CORP | $238.92万 | 0.03% | 9,529 | 1,622 | 20.5% | $40.67万 | 加仓 |
| AEE | AMEREN CORP | $238.58万 | 0.03% | 21,705 | 1,041 | 5.0% | $11.44万 | 加仓 |
| HEI/A | HEICO CORP NEW | $237.87万 | 0.03% | 11,269 | 1,129 | 11.1% | $23.83万 | 加仓 |
| CPRT | COPART INC | $237.79万 | 0.03% | 71,625 | -11,593 | -13.9% | -$38.49万 | 减仓 |
| SSD | SIMPSON MFG INC | $237.13万 | 0.03% | 13,817 | -617 | -4.3% | -$10.59万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $236.12万 | 0.03% | 16,282 | 7,477 | 84.9% | $108.43万 | 加仓 |
| IBDW | ISHARES TR | $234.78万 | 0.03% | 112,173 | 6,580 | 6.2% | $13.77万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $232.01万 | 0.03% | 54,309 | -50,349 | -48.1% | -$215.09万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $231.67万 | 0.03% | 54,510 | -53,041 | -49.3% | -$225.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $230.89万 | 0.03% | 62,809 | 62,809 | — | $230.89万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $229.23万 | 0.03% | 32,794 | 6,924 | 26.8% | $48.40万 | 加仓 |
| XYL | XYLEM INC | $229.10万 | 0.03% | 19,172 | 305 | 1.6% | $3.64万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $228.82万 | 0.03% | 11,711 | 40 | 0.3% | $7,816 | 加仓 |
| PRI | PRIMERICA INC | $226.77万 | 0.03% | 9,054 | -91 | -1.0% | -$2.28万 | 减仓 |
| ALC | ALCON AG | $226.54万 | 0.03% | 30,065 | -3,555 | -10.6% | -$26.79万 | 减仓 |
| MAC | MACERICH CO | $226.51万 | 0.03% | 119,847 | 3,641 | 3.1% | $6.88万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $225.81万 | 0.03% | 11,522 | -409 | -3.4% | -$8.02万 | 减仓 |
| SHY | ISHARES TR | $225.06万 | 0.03% | 27,257 | 5,228 | 23.7% | $43.17万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $224.58万 | 0.03% | 21,644 | 3,058 | 16.5% | $31.73万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $223.89万 | 0.03% | 11,864 | -1,222 | -9.3% | -$23.06万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $223.87万 | 0.03% | 98,363 | 655 | 0.7% | $1.49万 | 加仓 |
| ALL | ALLSTATE CORP | $223.45万 | 0.03% | 10,777 | 6,331 | 142.4% | $131.27万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $223.39万 | 0.02% | 14,197 | 96 | 0.7% | $1.51万 | 加仓 |
| KR | KROGER CO | $223.11万 | 0.02% | 30,833 | 17,914 | 138.7% | $129.63万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $221.84万 | 0.02% | 89,922 | -4,997 | -5.3% | -$12.33万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $221.70万 | 0.02% | 26,876 | 3,953 | 17.2% | $32.61万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $221.50万 | 0.02% | 15,422 | -4,228 | -21.5% | -$60.72万 | 减仓 |
| DTE | DTE ENERGY CO | $221.35万 | 0.02% | 15,138 | 1,557 | 11.5% | $22.77万 | 加仓 |
| BOXX | EA SERIES TRUST | $219.85万 | 0.02% | 18,905 | -14,829 | -44.0% | -$172.45万 | 减仓 |
| GATX | GATX CORP | $219.12万 | 0.02% | 12,833 | -1,185 | -8.5% | -$20.23万 | 减仓 |
| GLDM | WORLD GOLD TR | $218.98万 | 0.02% | 23,625 | -32,215 | -57.7% | -$298.60万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $218.50万 | 0.02% | 15,296 | -8,026 | -34.4% | -$114.65万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $216.09万 | 0.02% | 73,625 | 35,636 | 93.8% | $104.59万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $215.96万 | 0.02% | 54,702 | -1,771 | -3.1% | -$6.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $215.57万 | 0.02% | 58,270 | 5,535 | 10.5% | $20.48万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $215.01万 | 0.02% | 1,967 | -749 | -27.6% | -$81.87万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $214.83万 | 0.02% | 19,343 | 2,362 | 13.9% | $26.23万 | 加仓 |
| SNA | SNAP ON INC | $214.53万 | 0.02% | 5,906 | -950 | -13.9% | -$34.51万 | 减仓 |
| SAIA | SAIA INC | $213.61万 | 0.02% | 6,081 | -224 | -3.6% | -$7.87万 | 减仓 |
| FBK | FB FINL CORP | $213.47万 | 0.02% | 41,099 | 1,107 | 2.8% | $5.75万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $212.37万 | 0.02% | 31,641 | 766 | 2.5% | $5.14万 | 加仓 |
| PKG | PACKAGING CORP AMER | $212.11万 | 0.02% | 9,995 | 1,068 | 12.0% | $22.67万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $211.45万 | 0.02% | 135,112 | -33,828 | -20.0% | -$52.94万 | 减仓 |
| DTM | DT MIDSTREAM INC | $211.44万 | 0.02% | 15,701 | 687 | 4.6% | $9.25万 | 加仓 |
| SANM | SANMINA CORP | $211.25万 | 0.02% | 16,295 | -3,915 | -19.4% | -$50.75万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $210.34万 | 0.02% | 45,925 | 8,303 | 22.1% | $38.03万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $210.24万 | 0.02% | 10,434 | 380 | 3.8% | $7.66万 | 加仓 |
| DDOG | DATADOG INC | $210.18万 | 0.02% | 17,804 | 1,386 | 8.4% | $16.36万 | 加仓 |
| DAL | DELTA AIR LINES INC | $209.93万 | 0.02% | 31,579 | 16,348 | 107.3% | $108.68万 | 加仓 |
| WDAY | WORKDAY INC | $209.78万 | 0.02% | 16,147 | 1,625 | 11.2% | $21.11万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $209.31万 | 0.02% | 10,252 | -111 | -1.1% | -$2.27万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $208.65万 | 0.02% | 12,901 | -6,590 | -33.8% | -$106.58万 | 减仓 |
| PAAA | PGIM ETF TR | $208.13万 | 0.02% | 40,666 | 10,150 | 33.3% | $51.95万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $208.08万 | 0.02% | 90,548 | 51,631 | 132.7% | $118.65万 | 加仓 |
| BCS | BARCLAYS PLC | $207.60万 | 0.02% | 98,109 | 4,322 | 4.6% | $9.15万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $206.35万 | 0.02% | 16,292 | -591 | -3.5% | -$7.49万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $206.35万 | 0.02% | 61,661 | -8,947 | -12.7% | -$29.94万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $205.90万 | 0.02% | 11,426 | -538 | -4.5% | -$9.70万 | 减仓 |
| DOV | DOVER CORP | $205.34万 | 0.02% | 9,851 | 1,061 | 12.1% | $22.12万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $205.17万 | 0.02% | 56,442 | 48,129 | 579.0% | $174.95万 | 加仓 |