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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $204.45万 | 0.02% | 25,257 | -1,320 | -5.0% | -$10.69万 | 减仓 |
| ATI | ATI INC | $202.81万 | 0.02% | 13,943 | -2,944 | -17.4% | -$42.82万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $201.26万 | 0.02% | 53,828 | -5,695 | -9.6% | -$21.29万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $201.16万 | 0.02% | 10,602 | -2,267 | -17.6% | -$43.01万 | 减仓 |
| DLS | WISDOMTREE TR | $200.73万 | 0.02% | 24,630 | -2,046 | -7.7% | -$16.67万 | 减仓 |
| CDW | CDW CORP | $199.74万 | 0.02% | 16,505 | 3,799 | 29.9% | $45.98万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $199.08万 | 0.02% | 59,658 | 21,984 | 58.4% | $73.36万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $197.65万 | 0.02% | 29,897 | 11,916 | 66.3% | $78.78万 | 加仓 |
| VTRS | VIATRIS INC | $197.55万 | 0.02% | 146,223 | -3,725 | -2.5% | -$5.03万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $196.87万 | 0.02% | 7,825 | -1,130 | -12.6% | -$28.43万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $196.33万 | 0.02% | 12,019 | 1,100 | 10.1% | $17.97万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $196.25万 | 0.02% | 390,154 | 64,258 | 19.7% | $32.32万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $195.29万 | 0.02% | 6,916 | 1,043 | 17.8% | $29.45万 | 加仓 |
| MTZ | MASTEC INC | $194.88万 | 0.02% | 6,057 | 1,893 | 45.5% | $60.91万 | 加仓 |
| SAN | BANCO SANTANDER SA | $194.43万 | 0.02% | 172,363 | 11,557 | 7.2% | $13.04万 | 加仓 |
| CWB | SPDR SERIES TRUST | $194.38万 | 0.02% | 21,239 | -2,099 | -9.0% | -$19.21万 | 减仓 |
| IGV | ISHARES TR | $194.28万 | 0.02% | 24,270 | -35,727 | -59.5% | -$285.99万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $194.26万 | 0.02% | 6,692 | -124 | -1.8% | -$3.60万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $194.26万 | 0.02% | 33,608 | 6,691 | 24.9% | $38.67万 | 加仓 |
| MOAT | VANECK ETF TRUST | $194.07万 | 0.02% | 20,069 | -2,628 | -11.6% | -$25.41万 | 减仓 |
| WY | WEYERHAEUSER CO | $194.06万 | 0.02% | 79,436 | 56,917 | 252.8% | $139.05万 | 加仓 |
| PPG | PPG INDS INC | $193.72万 | 0.02% | 18,125 | 2,398 | 15.2% | $25.63万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $193.72万 | 0.02% | 26,213 | 19,924 | 316.8% | $147.24万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $193.63万 | 0.02% | 5,920 | 2,357 | 66.2% | $77.09万 | 加仓 |
| IBTJ | ISHARES TR | $193.32万 | 0.02% | 88,505 | 1,988 | 2.3% | $4.34万 | 加仓 |
| XYZ | BLOCK INC | $192.79万 | 0.02% | 32,036 | 3,122 | 10.8% | $18.79万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $192.52万 | 0.02% | 6,894 | -3,723 | -35.1% | -$103.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $192.21万 | 0.02% | 103,524 | 103,524 | — | $192.21万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $192.21万 | 0.02% | 11,131 | 321 | 3.0% | $5.54万 | 加仓 |
| ILMN | ILLUMINA INC | $191.37万 | 0.02% | 15,526 | -2,478 | -13.8% | -$30.54万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $190.15万 | 0.02% | 20,660 | -882 | -4.1% | -$8.12万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $189.51万 | 0.02% | 20,583 | 1,491 | 7.8% | $13.73万 | 加仓 |
| IWP | ISHARES TR | $189.49万 | 0.02% | 14,790 | -10,297 | -41.0% | -$131.93万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $189.25万 | 0.02% | 41,025 | 1,002 | 2.5% | $4.62万 | 加仓 |
| NXT | NEXTPOWER INC | $188.94万 | 0.02% | 15,673 | 486 | 3.2% | $5.86万 | 加仓 |
| NWG | NATWEST GROUP PLC | $188.63万 | 0.02% | 126,599 | -11,382 | -8.2% | -$16.96万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $188.59万 | 0.02% | 47,385 | 1,720 | 3.8% | $6.85万 | 加仓 |
| XME | SPDR SERIES TRUST | $188.28万 | 0.02% | 17,432 | 17,432 | — | $188.28万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $188.04万 | 0.02% | 12,885 | 916 | 7.7% | $13.37万 | 加仓 |
| VST | VISTRA CORP | $187.27万 | 0.02% | 12,457 | -6,988 | -35.9% | -$105.05万 | 减仓 |
| EXC | EXELON CORP | $187.22万 | 0.02% | 38,193 | 5,594 | 17.2% | $27.42万 | 加仓 |
| BN | BROOKFIELD CORP | $186.91万 | 0.02% | 46,186 | -7,353 | -13.7% | -$29.76万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $186.88万 | 0.02% | 13,820 | 1,737 | 14.4% | $23.49万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $185.79万 | 0.02% | 50,200 | -4,260 | -7.8% | -$15.77万 | 减仓 |
| MFC | MANULIFE FINL CORP | $184.99万 | 0.02% | 53,713 | 210 | 0.4% | $7,232 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $184.54万 | 0.02% | 6,960 | -593 | -7.9% | -$15.72万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $184.45万 | 0.02% | 40,780 | -19,123 | -31.9% | -$86.49万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $184.19万 | 0.02% | 33,344 | 9,692 | 41.0% | $53.54万 | 加仓 |
| NLR | VANECK ETF TRUST | $183.48万 | 0.02% | 13,776 | 5,113 | 59.0% | $68.10万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $183.15万 | 0.02% | 39,843 | 1,055 | 2.7% | $4.85万 | 加仓 |
| TTAN | SERVICETITAN INC | $182.02万 | 0.02% | 28,683 | 8,400 | 41.4% | $53.31万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $182.01万 | 0.02% | 9,318 | 7,602 | 443.0% | $148.49万 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $182.01万 | 0.02% | 96,503 | 33,326 | 52.8% | $62.85万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $181.76万 | 0.02% | 42,162 | 1,101 | 2.7% | $4.75万 | 加仓 |
| VFH | VANGUARD WORLD FD | $181.34万 | 0.02% | 15,010 | -9,613 | -39.0% | -$116.14万 | 减仓 |
| EEMV | ISHARES INC | $181.14万 | 0.02% | 27,983 | -605 | -2.1% | -$3.92万 | 减仓 |
| MUR | MURPHY OIL CORP | $180.25万 | 0.02% | 43,697 | -470 | -1.1% | -$1.94万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $180.21万 | 0.02% | 35,509 | 9,923 | 38.8% | $50.36万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $180.05万 | 0.02% | 14,146 | -3,727 | -20.9% | -$47.44万 | 减仓 |
| NVT | NVENT ELEC PLC | $179.22万 | 0.02% | 15,152 | 2,995 | 24.6% | $35.43万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $179.10万 | 0.02% | 35,255 | 1,317 | 3.9% | $6.69万 | 加仓 |
| SE | SEA LTD | $178.29万 | 0.02% | 21,530 | -5,163 | -19.3% | -$42.75万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $177.51万 | 0.02% | 64,082 | 8,731 | 15.8% | $24.18万 | 加仓 |
| FCN | FTI CONSULTING INC | $177.00万 | 0.02% | 10,013 | -611 | -5.8% | -$10.80万 | 减仓 |
| SON | SONOCO PRODS CO | $176.95万 | 0.02% | 32,713 | -4,103 | -11.1% | -$22.19万 | 减仓 |
| JBL | JABIL INC | $176.81万 | 0.02% | 6,656 | -1,449 | -17.9% | -$38.49万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $176.27万 | 0.02% | 8,123 | 364 | 4.7% | $7.90万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $176.11万 | 0.02% | 8,423 | 727 | 9.4% | $15.20万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $175.96万 | 0.02% | 15,250 | 402 | 2.7% | $4.64万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $175.32万 | 0.02% | 22,745 | 5,630 | 32.9% | $43.40万 | 加仓 |
| BRO | BROWN & BROWN INC | $173.52万 | 0.02% | 26,610 | 6,404 | 31.7% | $41.76万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $173.35万 | 0.02% | 13,023 | -439 | -3.3% | -$5.84万 | 减仓 |
| SHYG | ISHARES TR | $173.28万 | 0.02% | 40,956 | -417,864 | -91.1% | -$1,767.98万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $173.25万 | 0.02% | 21,095 | 6,650 | 46.0% | $54.62万 | 加仓 |
| UMBF | UMB FINL CORP | $173.19万 | 0.02% | 15,356 | -1,446 | -8.6% | -$16.31万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $172.19万 | 0.02% | 6,870 | -374 | -5.2% | -$9.37万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $171.86万 | 0.02% | 19,073 | 11,567 | 154.1% | $104.23万 | 加仓 |
| IGSB | ISHARES TR | $171.70万 | 0.02% | 32,667 | 4,858 | 17.5% | $25.53万 | 加仓 |
| BPOP | POPULAR INC | $171.20万 | 0.02% | 12,760 | -1,302 | -9.3% | -$17.47万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $171.17万 | 0.02% | 7,314 | 862 | 13.4% | $20.17万 | 加仓 |
| HDB | HDFC BANK LTD | $170.93万 | 0.02% | 68,703 | -634 | -0.9% | -$1.58万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $170.48万 | 0.02% | 4,186 | 194 | 4.9% | $7.90万 | 加仓 |
| CMS | CMS ENERGY CORP | $170.46万 | 0.02% | 21,972 | 283 | 1.3% | $2.20万 | 加仓 |
| NI | NISOURCE INC | $170.26万 | 0.02% | 36,489 | 3,259 | 9.8% | $15.21万 | 加仓 |
| DOL | WISDOMTREE TR | $170.25万 | 0.02% | 25,042 | -18,652 | -42.7% | -$126.81万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $170.12万 | 0.02% | 10,612 | -111 | -1.0% | -$1.78万 | 减仓 |
| HLNE | HAMILTON LANE INC | $169.94万 | 0.02% | 17,097 | 6,428 | 60.2% | $63.89万 | 加仓 |
| NPO | ENPRO INC | $169.93万 | 0.02% | 6,780 | 68 | 1.0% | $1.70万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $169.88万 | 0.02% | 28,327 | -2,971 | -9.5% | -$17.82万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $169.76万 | 0.02% | 68,787 | 10,067 | 17.1% | $24.84万 | 加仓 |
| MKC | MCCORMICK & CO INC | $168.11万 | 0.02% | 33,329 | 6,680 | 25.1% | $33.69万 | 加仓 |
| DEO | DIAGEO PLC | $168.02万 | 0.02% | 22,568 | -17,217 | -43.3% | -$128.18万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $167.98万 | 0.02% | 8,074 | -8,666 | -51.8% | -$180.29万 | 减仓 |
| BSY | BENTLEY SYS INC | $167.35万 | 0.02% | 47,652 | -11,785 | -19.8% | -$41.39万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $167.06万 | 0.02% | 14,538 | -1,308 | -8.3% | -$15.03万 | 减仓 |
| KIM | KIMCO REALTY CORP | $167.00万 | 0.02% | 74,321 | 74,321 | — | $167.00万 | 新建仓 |
| HLN | HALEON PLC | $166.78万 | 0.02% | 166,608 | 28,924 | 21.0% | $28.95万 | 加仓 |
| BANF | BANCFIRST CORP | $166.47万 | 0.02% | 15,343 | 60 | 0.4% | $6,510 | 加仓 |
| TPHD | TIMOTHY PLAN | $165.64万 | 0.02% | 40,049 | -5,494 | -12.1% | -$22.72万 | 减仓 |
| AVT | AVNET INC | $164.56万 | 0.02% | 26,705 | -2,031 | -7.1% | -$12.52万 | 减仓 |