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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $281.54万 | 0.03% | 53,709 | 5,867 | 12.3% | $30.75万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $281.43万 | 0.03% | 22,004 | 2,661 | 13.8% | $34.03万 | 加仓 |
| WSO | WATSCO INC | $280.78万 | 0.03% | 6,738 | -1,402 | -17.2% | -$58.42万 | 减仓 |
| SSD | SIMPSON MFG INC | $280.69万 | 0.03% | 13,407 | -410 | -3.0% | -$8.58万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $279.42万 | 0.03% | 18,380 | -716 | -3.7% | -$10.89万 | 减仓 |
| — | DBX ETF TR | $277.64万 | 0.03% | 26,688 | 1,647 | 6.6% | $17.13万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $277.22万 | 0.03% | 57,076 | -6,560 | -10.3% | -$31.86万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $276.82万 | 0.03% | 66,995 | 51,839 | 342.0% | $214.20万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $276.57万 | 0.03% | 141,649 | -48,437 | -25.5% | -$94.57万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $276.23万 | 0.03% | 45,440 | -2,701 | -5.6% | -$16.42万 | 减仓 |
| AON | AON PLC | $275.11万 | 0.03% | 8,294 | -4,891 | -37.1% | -$162.23万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $274.99万 | 0.03% | 82,603 | -4,130 | -4.8% | -$13.75万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $274.77万 | 0.03% | 28,309 | -331 | -1.2% | -$3.21万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $274.20万 | 0.03% | 109,547 | 54,963 | 100.7% | $137.57万 | 加仓 |
| KKR | KKR & CO INC | $273.82万 | 0.03% | 29,834 | 3,674 | 14.0% | $33.72万 | 加仓 |
| FN | FABRINET | $270.59万 | 0.03% | 4,814 | -843 | -14.9% | -$47.38万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $270.33万 | 0.03% | 7,295 | 1,375 | 23.2% | $50.95万 | 加仓 |
| OKE | ONEOK INC NEW | $270.14万 | 0.03% | 31,072 | -2,947 | -8.7% | -$25.62万 | 减仓 |
| IBTG | ISHARES TR | $269.04万 | 0.03% | 117,535 | 4,923 | 4.4% | $11.27万 | 加仓 |
| ELCV | STRATEGY SHS | $268.51万 | 0.03% | 81,688 | -4,054 | -4.7% | -$13.33万 | 减仓 |
| VMC | VULCAN MATLS CO | $268.37万 | 0.03% | 9,097 | -4,085 | -31.0% | -$120.51万 | 减仓 |
| IBTH | ISHARES TR | $268.23万 | 0.03% | 119,908 | 5,199 | 4.5% | $11.63万 | 加仓 |
| DY | DYCOM INDS INC | $267.56万 | 0.03% | 5,292 | -2,722 | -34.0% | -$137.62万 | 减仓 |
| HUBB | HUBBELL INC | $267.32万 | 0.03% | 5,109 | 228 | 4.7% | $11.93万 | 加仓 |
| IBTI | ISHARES TR | $267.11万 | 0.03% | 120,644 | 5,424 | 4.7% | $12.01万 | 加仓 |
| VICI | VICI PPTYS INC | $266.69万 | 0.03% | 100,449 | -11,624 | -10.4% | -$30.86万 | 减仓 |
| SLV | ISHARES SILVER TR | $265.69万 | 0.03% | 49,690 | -15,529 | -23.8% | -$83.03万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $265.62万 | 0.03% | 12,532 | 1,010 | 8.8% | $21.41万 | 加仓 |
| IYF | ISHARES TR | $264.14万 | 0.03% | 20,715 | -897 | -4.2% | -$11.44万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $263.48万 | 0.03% | 107,060 | 4,835 | 4.7% | $11.90万 | 加仓 |
| IBDW | ISHARES TR | $262.32万 | 0.03% | 125,871 | 13,698 | 12.2% | $28.55万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $262.02万 | 0.03% | 38,968 | 15,890 | 68.9% | $106.85万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $261.98万 | 0.03% | 35,151 | 2,420 | 7.4% | $18.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $261.52万 | 0.03% | 21,016 | -21,300 | -50.3% | -$265.05万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $259.06万 | 0.03% | 17,731 | -9,790 | -35.6% | -$143.04万 | 减仓 |
| DTE | DTE ENERGY CO | $258.99万 | 0.03% | 16,997 | 1,859 | 12.3% | $28.33万 | 加仓 |
| VTRS | VIATRIS INC | $258.67万 | 0.03% | 162,893 | 16,670 | 11.4% | $26.47万 | 加仓 |
| COWZ | PACER FDS TR | $257.93万 | 0.03% | 41,468 | -14,881 | -26.4% | -$92.56万 | 减仓 |
| AEE | AMEREN CORP | $256.66万 | 0.03% | 22,705 | 1,000 | 4.6% | $11.30万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $256.48万 | 0.03% | 4,575 | 2,413 | 111.6% | $135.28万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $256.44万 | 0.03% | 6,551 | -141 | -2.1% | -$5.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $256.09万 | 0.03% | 71,413 | -861 | -1.2% | -$3.09万 | 减仓 |
| PRI | PRIMERICA INC | $255.06万 | 0.03% | 8,975 | -79 | -0.9% | -$2.25万 | 减仓 |
| SNOW | SNOWFLAKE INC | $254.33万 | 0.03% | 9,993 | -6,680 | -40.1% | -$170.01万 | 减仓 |
| VFH | VANGUARD WORLD FD | $254.18万 | 0.03% | 19,314 | 4,304 | 28.7% | $56.64万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $253.92万 | 0.03% | 54,213 | 2,267 | 4.4% | $10.62万 | 加仓 |
| ROL | ROLLINS INC | $253.76万 | 0.03% | 60,795 | -59,421 | -49.4% | -$248.02万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $253.60万 | 0.03% | 1,835 | -132 | -6.7% | -$18.24万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $252.33万 | 0.03% | 78,927 | 416 | 0.5% | $1.33万 | 加仓 |
| CCI | CROWN CASTLE INC | $251.79万 | 0.03% | 33,249 | -4,767 | -12.5% | -$36.10万 | 减仓 |
| KR | KROGER CO | $251.70万 | 0.03% | 45,326 | 14,493 | 47.0% | $80.48万 | 加仓 |
| TTC | TORO CO | $251.62万 | 0.03% | 25,828 | -683 | -2.6% | -$6.65万 | 减仓 |
| — | ETFIS SER TR I | $251.09万 | 0.03% | 90,893 | 2,357 | 2.7% | $6.51万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $250.97万 | 0.03% | 91,311 | 1,389 | 1.5% | $3.82万 | 加仓 |
| BOXX | EA SERIES TRUST | $250.83万 | 0.03% | 21,422 | 2,517 | 13.3% | $29.47万 | 加仓 |
| STIP | ISHARES TR | $250.38万 | 0.03% | 24,509 | 12,685 | 107.3% | $129.59万 | 加仓 |
| XYZ | BLOCK INC | $249.99万 | 0.03% | 32,894 | 858 | 2.7% | $6.52万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $249.06万 | 0.02% | 33,226 | 1,585 | 5.0% | $11.88万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $248.48万 | 0.02% | 8,701 | 627 | 7.8% | $17.91万 | 加仓 |
| HYLB | DBX ETF TR | $247.36万 | 0.02% | 67,733 | 27,217 | 67.2% | $99.40万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $247.25万 | 0.02% | 13,355 | -842 | -5.9% | -$15.59万 | 减仓 |
| NPO | ENPRO INC | $246.99万 | 0.02% | 6,553 | -227 | -3.3% | -$8.56万 | 减仓 |
| SRE | SEMPRA | $245.39万 | 0.02% | 26,468 | 1,651 | 6.7% | $15.31万 | 加仓 |
| IYM | ISHARES TR | $245.35万 | 0.02% | 13,666 | 13,666 | — | $245.35万 | 新建仓 |
| IBTK | ISHARES TR | $245.00万 | 0.02% | 125,385 | 3,922 | 3.2% | $7.66万 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $244.09万 | 0.02% | 99,630 | 3,127 | 3.2% | $7.66万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $243.94万 | 0.02% | 25,281 | -7,606 | -23.1% | -$73.39万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $242.79万 | 0.02% | 74,000 | 375 | 0.5% | $1.23万 | 加仓 |
| MTZ | MASTEC INC | $242.40万 | 0.02% | 5,826 | -231 | -3.8% | -$9.61万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $241.98万 | 0.02% | 46,733 | 15,833 | 51.2% | $81.98万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $241.33万 | 0.02% | 47,760 | -14,453 | -23.2% | -$73.03万 | 减仓 |
| PPG | PPG INDS INC | $239.88万 | 0.02% | 19,778 | 1,653 | 9.1% | $20.05万 | 加仓 |
| DOV | DOVER CORP | $239.68万 | 0.02% | 10,687 | 836 | 8.5% | $18.75万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $237.31万 | 0.02% | 22,018 | 2,945 | 15.4% | $31.74万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $237.15万 | 0.02% | 26,321 | -51,318 | -66.1% | -$462.37万 | 减仓 |
| STPZ | PIMCO ETF TR | $236.73万 | 0.02% | 44,382 | 44,382 | — | $236.73万 | 新建仓 |
| OEF | ISHARES TR | $236.61万 | 0.02% | 6,467 | 3,753 | 138.3% | $137.31万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $235.98万 | 0.02% | 57,615 | 2,913 | 5.3% | $11.93万 | 加仓 |
| UBS | UBS GROUP AG | $235.97万 | 0.02% | 47,613 | 12,930 | 37.3% | $64.08万 | 加仓 |
| SNA | SNAP ON INC | $235.11万 | 0.02% | 5,843 | -63 | -1.1% | -$2.54万 | 减仓 |
| MFC | MANULIFE FINL CORP | $234.74万 | 0.02% | 57,946 | 4,233 | 7.9% | $17.15万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $234.33万 | 0.02% | 46,259 | 34,856 | 305.7% | $176.56万 | 加仓 |
| EPI | WISDOMTREE TR | $233.84万 | 0.02% | 54,660 | -10,962 | -16.7% | -$46.90万 | 减仓 |
| EQIX | EQUINIX INC | $232.64万 | 0.02% | 2,232 | -233 | -9.5% | -$24.29万 | 减仓 |
| TER | TERADYNE INC | $231.52万 | 0.02% | 4,785 | 283 | 6.3% | $13.69万 | 加仓 |
| SAN | BANCO SANTANDER SA | $231.14万 | 0.02% | 167,496 | -4,867 | -2.8% | -$6.72万 | 减仓 |
| EFX | EQUIFAX INC | $230.01万 | 0.02% | 14,491 | -3,775 | -20.7% | -$59.92万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $229.75万 | 0.02% | 11,109 | 497 | 4.7% | $10.28万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $229.42万 | 0.02% | 7,225 | 1,699 | 30.7% | $53.95万 | 加仓 |
| SNEX | STONEX GROUP INC | $229.41万 | 0.02% | 19,360 | -11,240 | -36.7% | -$133.19万 | 减仓 |
| MOAT | VANECK ETF TRUST | $229.38万 | 0.02% | 22,064 | 1,995 | 9.9% | $20.74万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $229.36万 | 0.02% | 83,923 | 59,534 | 244.1% | $162.71万 | 加仓 |
| UMBF | UMB FINL CORP | $229.00万 | 0.02% | 16,041 | 685 | 4.5% | $9.78万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $227.91万 | 0.02% | 6,112 | -1,897 | -23.7% | -$70.74万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $227.86万 | 0.02% | 18,084 | 3,938 | 27.8% | $49.62万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $227.22万 | 0.02% | 47,526 | -2,674 | -5.3% | -$12.78万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $226.66万 | 0.02% | 10,465 | -1,246 | -10.6% | -$26.99万 | 减仓 |
| PAAA | PGIM ETF TR | $225.16万 | 0.02% | 43,916 | 3,250 | 8.0% | $16.66万 | 加仓 |
| ROST | ROSS STORES INC | $224.97万 | 0.02% | 10,570 | -2,173 | -17.1% | -$46.25万 | 减仓 |
| IWN | ISHARES TR | $224.45万 | 0.02% | 10,147 | 6,768 | 200.3% | $149.71万 | 加仓 |