Atala Financial Inc
CALABASAS CA · SEC CIK 0002053756
$1.64亿2026Q2 申报市值
121持仓数
36.6%前十大占比 · 第一大 7.2%
6 / 5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
VEA 加仓+$112.33万
VTI 加仓+$77.49万
MRVL 新建仓+$32.98万
AXON 加仓+$25.62万
AMD 新建仓+$22.54万
2026Q2 卖出最多 按季末市值估算
MMM 重新持有-$221.82万
LIN 清仓-$34.87万
HONEYWELL INTERN 清仓-$26.40万
MCO 清仓-$25.05万
T 清仓-$22.27万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1,176.35万 | 7.17% | 32,917 | 103 | 0.3% | $3.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,070.34万 | 6.53% | 28,925 | 2,094 | 7.8% | $77.49万 | 加仓 |
| DE | DEERE & CO | $709.75万 | 4.33% | 11,189 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $507.34万 | 3.09% | 13,690 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $493.99万 | 3.01% | 24,688 | 219 | 0.9% | $4.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $470.75万 | 2.87% | 16,740 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $430.46万 | 2.63% | 391,683 | -13,924 | -3.4% | -$15.30万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $424.18万 | 2.59% | 356,455 | -2,378 | -0.7% | -$2.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $373.63万 | 2.28% | 10,016 | 240 | 2.5% | $8.95万 | 加仓 |
| AMZN | AMAZON COM INC | $346.55万 | 2.11% | 14,540 | 177 | 1.2% | $4.22万 | 加仓 |
| GOOG | GEHC2518C85 | $337.15万 | 2.06% | 9,542 | -60 | -0.6% | -$2.12万 | 减仓 |
| AAPL | APPLE INC | $326.17万 | 1.99% | 11,272 | 150 | 1.3% | $4.34万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $320.96万 | 1.96% | 25,726 | 1,445 | 6.0% | $18.03万 | 加仓 |
| RBLX | ROBLOX CORP | $318.97万 | 1.95% | 58,655 | 2,158 | 3.8% | $11.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $298.69万 | 1.82% | 5,328 | 457 | 9.4% | $25.62万 | 加仓 |
| WMT | WALMART INC | $291.51万 | 1.78% | 25,738 | -645 | -2.4% | -$7.31万 | 减仓 |
| NXT | NEXTRACKER INC | $286.38万 | 1.75% | 24,037 | -700 | -2.8% | -$8.34万 | 减仓 |
| ORCL | ORACLE CORPORATION | $283.03万 | 1.73% | 19,313 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $277.81万 | 1.69% | 18,337 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $263.60万 | 1.61% | 14,265 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA COMPANY | $243.09万 | 1.48% | 29,912 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A | $234.98万 | 1.43% | 20,580 | 364 | 1.8% | $4.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $229.35万 | 1.40% | 32,190 | 15,766 | 96.0% | $112.33万 | 加仓 |
| AVGO | BROADCOM INC | $197.75万 | 1.21% | 5,235 | -4 | -0.1% | -$1,511 | 减仓 |
| IWR | ISHARES TR | $193.17万 | 1.18% | 17,510 | -616 | -3.4% | -$6.80万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $191.72万 | 1.17% | 3,404 | 48 | 1.4% | $2.70万 | 加仓 |
| CRM | SALESFORCE INC | $182.54万 | 1.11% | 11,652 | 220 | 1.9% | $3.45万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $174.83万 | 1.07% | 13,650 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY | $173.44万 | 1.06% | 18,020 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & I | $161.77万 | 0.99% | 192,584 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHS INC | $153.82万 | 0.94% | 24,031 | -783 | -3.2% | -$5.01万 | 减仓 |
| HD | HOME DEPOT INC | $153.20万 | 0.93% | 4,344 | -30 | -0.7% | -$1.06万 | 减仓 |
| ADBE | ADOBE INC | $148.19万 | 0.90% | 7,228 | -173 | -2.3% | -$3.55万 | 减仓 |
| IWF | ISHARES TR | $147.76万 | 0.90% | 11,900 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $144.25万 | 0.88% | 3,383 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $140.14万 | 0.85% | 3,234 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $137.36万 | 0.84% | 1,190 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $128.45万 | 0.78% | 10,322 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIYIELD QUALITY | $125.26万 | 0.76% | 112,745 | 60 | 0.1% | $667 | 加仓 |
| CVX | CHEVRON CORP NEW | $124.90万 | 0.76% | 7,535 | -91 | -1.2% | -$1.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $122.79万 | 0.75% | 16,262 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $121.68万 | 0.74% | 2,893 | -26 | -0.9% | -$1.09万 | 减仓 |
| NBH | NEUBERGER BERMAN MUN FD INC | $113.15万 | 0.69% | 107,255 | 1,969 | 1.9% | $2.08万 | 加仓 |
| ONON | ON HOLDING AG | $111.13万 | 0.68% | 31,374 | -530 | -1.7% | -$1.88万 | 减仓 |
| COHR | COHERENT CORP | $107.26万 | 0.65% | 2,719 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $102.98万 | 0.63% | 3,146 | -2 | -0.1% | -$655 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $92.89万 | 0.57% | 993 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $90.40万 | 0.55% | 2,635 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $88.98万 | 0.54% | 1,166 | 118 | 11.3% | $9.01万 | 加仓 |
| RTX | RTX CORP | $88.62万 | 0.54% | 4,671 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD INDEX FDS | $86.11万 | 0.53% | 2,880 | 15 | 0.5% | $4,485 | 加仓 |
| MELI | MERCADOLIBRE INC | $83.34万 | 0.51% | 491 | 40 | 8.9% | $6.79万 | 加仓 |
| CAT | CATERPILLAR INC | $82.85万 | 0.51% | 778 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PAC LD CORP | $80.48万 | 0.49% | 1,839 | 133 | 7.8% | $5.82万 | 加仓 |
| FOXA | FOX CORP | $75.63万 | 0.46% | 14,500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INDEX FDS | $72.53万 | 0.44% | 6,069 | 253 | 4.4% | $3.02万 | 加仓 |
| TMUS | T-MOBILE US INC | $69.88万 | 0.43% | 4,166 | -257 | -5.8% | -$4.31万 | 减仓 |
| NAC | NUVEEN CA QUALTY MUN INCOME | $69.55万 | 0.42% | 57,385 | -6,000 | -9.5% | -$7.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $67.18万 | 0.41% | 1,970 | -27 | -1.4% | -$9,208 | 减仓 |
| MA | MASTERCARD INC CL A | $67.13万 | 0.41% | 1,307 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $65.55万 | 0.40% | 8,136 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $65.38万 | 0.40% | 15,141 | -2,586 | -14.6% | -$11.17万 | 减仓 |
| LLY | ELI LILLY & CO | $64.41万 | 0.39% | 537 | 4 | 0.8% | $4,798 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $63.50万 | 0.39% | 54,739 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $61.10万 | 0.37% | 7,394 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $59.97万 | 0.37% | 1,773 | 30 | 1.7% | $1.01万 | 加仓 |
| IWD | ISHARES TR | $58.77万 | 0.36% | 2,424 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $56.53万 | 0.34% | 4,135 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $55.32万 | 0.34% | 52,582 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $53.89万 | 0.33% | 2,122 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $48.77万 | 0.30% | 6,384 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $48.74万 | 0.30% | 5,488 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $48.44万 | 0.30% | 1,598 | -500 | -23.8% | -$15.16万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $47.52万 | 0.29% | 21,349 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $45.66万 | 0.28% | 403 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $44.00万 | 0.27% | 12,960 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $43.75万 | 0.27% | 7,592 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $43.39万 | 0.26% | 31,375 | -211 | -0.7% | -$2,918 | 减仓 |
| IOO | ISHARES TR | $42.59万 | 0.26% | 3,118 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $42.38万 | 0.26% | 419 | 4 | 1.0% | $4,045 | 加仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $42.16万 | 0.26% | 7,148 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $41.06万 | 0.25% | 4,603 | -646 | -12.3% | -$5.76万 | 减仓 |
| UNP | UNION PACIFIC CORP | $40.61万 | 0.25% | 1,493 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.06万 | 0.24% | 799 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.94万 | 0.24% | 3,400 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $39.33万 | 0.24% | 6,903 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $39.03万 | 0.24% | 8,409 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $37.96万 | 0.23% | 2,509 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $37.54万 | 0.23% | 2,682 | 20 | 0.8% | $2,799 | 加仓 |
| LII | LENNOX INTL INC | $37.04万 | 0.23% | 712 | -274 | -27.8% | -$14.25万 | 减仓 |
| NFLX | NETFLIX INC | $35.91万 | 0.22% | 5,029 | -966 | -16.1% | -$6.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.28万 | 0.21% | 1,573 | -19 | -1.2% | -$4,141 | 减仓 |
| BA | BOEING CO | $34.25万 | 0.21% | 1,582 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh | $33.02万 | 0.20% | 1,981 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $32.98万 | 0.20% | 1,107 | 1,107 | — | $32.98万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.55万 | 0.20% | 709 | 257 | 56.9% | $11.80万 | 加仓 |
| IUSV | ISHARES TR | $31.88万 | 0.19% | 2,894 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $31.07万 | 0.19% | 5,850 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $29.47万 | 0.18% | 1,597 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.95万 | 0.18% | 2,481 | 95 | 4.0% | $1.11万 | 加仓 |