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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $164.24万 | 0.02% | 25,178 | 15 | 0.1% | $978 | 加仓 |
| BCD | ABRDN ETFS | $163.97万 | 0.02% | 45,828 | 45,828 | — | $163.97万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $163.74万 | 0.02% | 947 | -1,217 | -56.2% | -$210.42万 | 减仓 |
| KGC | KINROSS GOLD CORP | $163.70万 | 0.02% | 53,638 | 33,053 | 160.6% | $100.88万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $163.29万 | 0.02% | 39,422 | -663 | -1.7% | -$2.75万 | 减仓 |
| SNDK | SANDISK CORP | $162.84万 | 0.02% | 2,563 | -1,230 | -32.4% | -$78.15万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $161.92万 | 0.02% | 20,585 | -941 | -4.4% | -$7.40万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $161.42万 | 0.02% | 14,796 | -4,058 | -21.5% | -$44.27万 | 减仓 |
| SF | STIFEL FINL CORP | $161.39万 | 0.02% | 21,833 | -28 | -0.1% | -$2,070 | 减仓 |
| IIIV | I3 VERTICALS INC | $161.07万 | 0.02% | 72,035 | 198 | 0.3% | $4,427 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $160.41万 | 0.02% | 17,500 | 7,501 | 75.0% | $68.76万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $159.85万 | 0.02% | 15,444 | 5,056 | 48.7% | $52.33万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $159.65万 | 0.02% | 44,273 | -3,810 | -7.9% | -$13.74万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $159.20万 | 0.02% | 38,992 | -33,870 | -46.5% | -$138.29万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $157.97万 | 0.02% | 34,965 | -39,028 | -52.7% | -$176.33万 | 减仓 |
| EXP | EAGLE MATLS INC | $156.83万 | 0.02% | 8,278 | -63 | -0.8% | -$1.19万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $156.83万 | 0.02% | 20,706 | -12,447 | -37.5% | -$94.27万 | 减仓 |
| VCR | VANGUARD WORLD FD | $156.79万 | 0.02% | 4,367 | -3,765 | -46.3% | -$135.17万 | 减仓 |
| RELX | RELX PLC | $156.69万 | 0.02% | 47,268 | 8,837 | 23.0% | $29.29万 | 加仓 |
| ISPY | PROSHARES TR | $156.63万 | 0.02% | 36,131 | 8,305 | 29.8% | $36.00万 | 加仓 |
| NVR | NVR INC | $156.18万 | 0.02% | 237 | 15 | 6.8% | $9.88万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $155.91万 | 0.02% | 76,316 | -2,929 | -3.7% | -$5.98万 | 减仓 |
| TECK | TECK RESOURCES LTD | $155.39万 | 0.02% | 30,028 | -6,837 | -18.5% | -$35.38万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $155.24万 | 0.02% | 41,319 | -4,570 | -10.0% | -$17.17万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $155.12万 | 0.02% | 58,293 | -140,557 | -70.7% | -$374.02万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $154.48万 | 0.02% | 7,506 | 105 | 1.4% | $2.16万 | 加仓 |
| PNR | PENTAIR PLC | $153.79万 | 0.02% | 17,655 | -12,682 | -41.8% | -$110.47万 | 减仓 |
| FISV | FISERV INC | $153.60万 | 0.02% | 27,526 | 16,495 | 149.5% | $92.04万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $153.51万 | 0.02% | 25,400 | -177 | -0.7% | -$1.07万 | 减仓 |
| USFR | WISDOMTREE TR | $152.58万 | 0.02% | 30,309 | 215 | 0.7% | $1.08万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $152.32万 | 0.02% | 13,886 | -14,764 | -51.5% | -$161.95万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $152.05万 | 0.02% | 5,526 | -5,943 | -51.8% | -$163.53万 | 减仓 |
| KAI | KADANT INC | $152.00万 | 0.02% | 5,199 | 212 | 4.3% | $6.20万 | 加仓 |
| CLOI | VANECK ETF TRUST | $151.82万 | 0.02% | 28,809 | 1,401 | 5.1% | $7.38万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $151.60万 | 0.02% | 7,676 | 1,189 | 18.3% | $23.48万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $151.60万 | 0.02% | 23,078 | -160 | -0.7% | -$1.05万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $151.36万 | 0.02% | 13,621 | -17 | -0.1% | -$1,889 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $151.28万 | 0.02% | 47,260 | 826 | 1.8% | $2.64万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $150.68万 | 0.02% | 33,900 | 136 | 0.4% | $6,045 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $150.67万 | 0.02% | 20,999 | -3,459 | -14.1% | -$24.82万 | 减仓 |
| GVA | GRANITE CONSTR INC | $149.21万 | 0.02% | 12,446 | -968 | -7.2% | -$11.60万 | 减仓 |
| IDA | IDACORP INC | $149.09万 | 0.02% | 10,428 | 26 | 0.2% | $3,717 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $148.97万 | 0.02% | 66,608 | -68,706 | -50.8% | -$153.66万 | 减仓 |
| INFL | LISTED FDS TR | $148.78万 | 0.02% | 28,578 | 573 | 2.0% | $2.98万 | 加仓 |
| IR | INGERSOLL RAND INC | $148.32万 | 0.02% | 18,512 | 413 | 2.3% | $3.31万 | 加仓 |
| PHM | PULTE GROUP INC | $148.14万 | 0.02% | 12,595 | -1,463 | -10.4% | -$17.21万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $148.08万 | 0.02% | 5,018 | -583 | -10.4% | -$17.20万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $147.87万 | 0.02% | 70,095 | -6,854 | -8.9% | -$14.46万 | 减仓 |
| ARKQ | ARK ETF TR | $147.31万 | 0.02% | 13,100 | 13,100 | — | $147.31万 | 新建仓 |
| EIX | EDISON INTL | $146.91万 | 0.02% | 20,076 | -1,265 | -5.9% | -$9.26万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $146.90万 | 0.02% | 67,741 | -113,342 | -62.6% | -$245.78万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $146.87万 | 0.02% | 12,886 | 3,000 | 30.3% | $34.19万 | 加仓 |
| VLTO | VERALTO CORP | $146.86万 | 0.02% | 16,609 | -7,559 | -31.3% | -$66.84万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $146.67万 | 0.02% | 55,832 | -7,372 | -11.7% | -$19.37万 | 减仓 |
| HYLB | DBX ETF TR | $146.51万 | 0.02% | 40,516 | -85,787 | -67.9% | -$310.21万 | 减仓 |
| — | DBX ETF TR | $146.27万 | 0.02% | 32,951 | -15,502 | -32.0% | -$68.81万 | 减仓 |
| ARGX | ARGENX SE | $146.12万 | 0.02% | 2,001 | -453 | -18.5% | -$33.08万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $145.72万 | 0.02% | 15,615 | -9,053 | -36.7% | -$84.48万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $145.66万 | 0.02% | 29,860 | -571 | -1.9% | -$2.79万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $145.32万 | 0.02% | 72,767 | 20,927 | 40.4% | $41.79万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $145.02万 | 0.02% | 10,438 | -78 | -0.7% | -$1.08万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $144.95万 | 0.02% | 30,900 | -3,013 | -8.9% | -$14.13万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $144.86万 | 0.02% | 4,874 | 1,179 | 31.9% | $35.04万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $144.45万 | 0.02% | 49,198 | 22,973 | 87.6% | $67.45万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $144.11万 | 0.02% | 10,939 | 443 | 4.2% | $5.84万 | 加仓 |
| EMHY | ISHARES INC | $143.75万 | 0.02% | 36,502 | -79,321 | -68.5% | -$312.37万 | 减仓 |
| TSN | TYSON FOODS INC | $143.64万 | 0.02% | 22,419 | 2,511 | 12.6% | $16.09万 | 加仓 |
| JSTC | TIDAL TRUST I | $143.45万 | 0.02% | 73,603 | 1,579 | 2.2% | $3.08万 | 加仓 |
| VEEV | VEEVA SYS INC | $143.23万 | 0.02% | 8,154 | -6,362 | -43.8% | -$111.75万 | 减仓 |
| NU | NU HLDGS LTD | $143.05万 | 0.02% | 99,545 | 11,735 | 13.4% | $16.86万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $142.75万 | 0.02% | 10,406 | 3,907 | 60.1% | $53.60万 | 加仓 |
| VRSN | VERISIGN INC | $142.18万 | 0.02% | 5,725 | 33 | 0.6% | $8,195 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $142.12万 | 0.02% | 8,260 | -436 | -5.0% | -$7.50万 | 减仓 |
| HAL | HALLIBURTON CO | $141.83万 | 0.02% | 36,377 | -335 | -0.9% | -$1.31万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $141.74万 | 0.02% | 35,198 | 1,092 | 3.2% | $4.40万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $141.52万 | 0.02% | 5,225 | 1,153 | 28.3% | $31.23万 | 加仓 |
| COHR | COHERENT CORP | $141.52万 | 0.02% | 5,941 | -710 | -10.7% | -$16.91万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $141.40万 | 0.02% | 8,248 | 6,383 | 342.3% | $109.42万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $141.23万 | 0.02% | 4,125 | 30 | 0.7% | $1.03万 | 加仓 |
| IWB | ISHARES TR | $140.93万 | 0.02% | 3,953 | -4,050 | -50.6% | -$144.39万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $140.84万 | 0.02% | 46,176 | 21,320 | 85.8% | $65.03万 | 加仓 |
| B | BARRICK MNG CORP | $140.53万 | 0.02% | 34,452 | -3,583 | -9.4% | -$14.62万 | 减仓 |
| DOX | AMDOCS LTD | $140.28万 | 0.02% | 21,495 | 7,425 | 52.8% | $48.46万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $138.72万 | 0.02% | 29,909 | 2,834 | 10.5% | $13.14万 | 加仓 |
| KB | KB FINL GROUP INC | $138.59万 | 0.02% | 13,897 | 1,984 | 16.7% | $19.79万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $138.03万 | 0.02% | 19,026 | 4,136 | 27.8% | $30.01万 | 加仓 |
| PFXF | VANECK ETF TRUST | $137.92万 | 0.02% | 78,634 | -2,483 | -3.1% | -$4.36万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $137.09万 | 0.02% | 4,716 | 885 | 23.1% | $25.73万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $136.77万 | 0.02% | 83,246 | 5,526 | 7.1% | $9.08万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $136.43万 | 0.02% | 9,952 | 375 | 3.9% | $5.14万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $136.35万 | 0.02% | 54,584 | -313,238 | -85.2% | -$782.46万 | 减仓 |
| GGG | GRACO INC | $136.30万 | 0.02% | 16,102 | -472 | -2.8% | -$4.00万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $136.28万 | 0.02% | 26,943 | -4,554 | -14.5% | -$23.03万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $136.18万 | 0.02% | 7,565 | -303 | -3.9% | -$5.45万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $135.57万 | 0.02% | 7,240 | 116 | 1.6% | $2.17万 | 加仓 |
| UBS | UBS GROUP AG | $135.51万 | 0.02% | 34,683 | -6,402 | -15.6% | -$25.01万 | 减仓 |
| FNV | FRANCO NEV CORP | $134.79万 | 0.02% | 5,456 | 449 | 9.0% | $11.09万 | 加仓 |
| AYI | ACUITY INC | $134.68万 | 0.02% | 4,806 | 835 | 21.0% | $23.40万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $133.61万 | 0.01% | 27,306 | 9,797 | 56.0% | $47.94万 | 加仓 |
| TER | TERADYNE INC | $133.48万 | 0.01% | 4,502 | 1,096 | 32.2% | $32.50万 | 加仓 |