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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC NEW | $0 | 0.00% | 0 | -708 | -100.0% | -$34.87万 | 清仓 |
| — | HONEYWELL INTERNATIONAL INC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$26.40万 | 清仓 |
| MCO | MOODY'S CORP | $0 | 0.00% | 0 | -576 | -100.0% | -$25.05万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,828 | -100.0% | -$22.27万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | -12,080 | -100.0% | -$14.92万 | 清仓 |
| — | AEYE INC | $1,395 | 0.00% | 969 | 969 | — | $1,395 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $6.31万 | 0.04% | 13,387 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $10.14万 | 0.06% | 10,871 | 0 | 0.0% | — | 不变 |
| MMU | WESTERN ASSET MANAGED MUNS F | $15.63万 | 0.10% | 15,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.07万 | 0.12% | 268 | 268 | — | $20.07万 | 新建仓 |
| EBAY | EBAY INC | $20.13万 | 0.12% | 1,801 | 1,801 | — | $20.13万 | 新建仓 |
| MCHI | ISHARES TR | $20.60万 | 0.13% | 4,038 | 4,038 | — | $20.60万 | 新建仓 |
| MMM | 3M CO | $21.19万 | 0.13% | 1,309 | -13,700 | -91.3% | -$221.82万 | 重新持有 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $21.20万 | 0.13% | 1,682 | -28 | -1.6% | -$3,529 | 重新持有 |
| OEF | ISHARES TR | $21.62万 | 0.13% | 591 | 0 | 0.0% | — | 重新持有 |
| PRU | PRUDENTIAL FINL INC | $22.45万 | 0.14% | 2,080 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $22.54万 | 0.14% | 388 | 388 | — | $22.54万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $23.39万 | 0.14% | 1,851 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F A | $23.90万 | 0.15% | 2,854 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $24.25万 | 0.15% | 1,660 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.74万 | 0.15% | 2,421 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.18万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORP | $25.36万 | 0.15% | 23,333 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $25.86万 | 0.16% | 3,340 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.96万 | 0.16% | 1,770 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $28.75万 | 0.18% | 918 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.95万 | 0.18% | 2,481 | 95 | 4.0% | $1.11万 | 加仓 |
| DASH | DOORDASH INC | $29.47万 | 0.18% | 1,597 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $31.07万 | 0.19% | 5,850 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $31.88万 | 0.19% | 2,894 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.55万 | 0.20% | 709 | 257 | 56.9% | $11.80万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.98万 | 0.20% | 1,107 | 1,107 | — | $32.98万 | 新建仓 |
| MRSH | Marsh | $33.02万 | 0.20% | 1,981 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.25万 | 0.21% | 1,582 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.28万 | 0.21% | 1,573 | -19 | -1.2% | -$4,141 | 减仓 |
| NFLX | NETFLIX INC | $35.91万 | 0.22% | 5,029 | -966 | -16.1% | -$6.90万 | 减仓 |
| LII | LENNOX INTL INC | $37.04万 | 0.23% | 712 | -274 | -27.8% | -$14.25万 | 减仓 |
| C | CITIGROUP INC | $37.54万 | 0.23% | 2,682 | 20 | 0.8% | $2,799 | 加仓 |
| IDA | IDACORP INC | $37.96万 | 0.23% | 2,509 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $39.03万 | 0.24% | 8,409 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $39.33万 | 0.24% | 6,903 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.94万 | 0.24% | 3,400 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.06万 | 0.24% | 799 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $40.61万 | 0.25% | 1,493 | 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 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $42.16万 | 0.26% | 7,148 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $42.38万 | 0.26% | 419 | 4 | 1.0% | $4,045 | 加仓 |
| IOO | ISHARES TR | $42.59万 | 0.26% | 3,118 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $43.39万 | 0.26% | 31,375 | -211 | -0.7% | -$2,918 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $43.75万 | 0.27% | 7,592 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $44.00万 | 0.27% | 12,960 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $45.66万 | 0.28% | 403 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $47.52万 | 0.29% | 21,349 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $48.44万 | 0.30% | 1,598 | -500 | -23.8% | -$15.16万 | 减仓 |
| AVT | AVNET INC | $48.74万 | 0.30% | 5,488 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $48.77万 | 0.30% | 6,384 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $53.89万 | 0.33% | 2,122 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $55.32万 | 0.34% | 52,582 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $56.53万 | 0.34% | 4,135 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $58.77万 | 0.36% | 2,424 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $59.97万 | 0.37% | 1,773 | 30 | 1.7% | $1.01万 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $61.10万 | 0.37% | 7,394 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $63.50万 | 0.39% | 54,739 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $64.41万 | 0.39% | 537 | 4 | 0.8% | $4,798 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $65.38万 | 0.40% | 15,141 | -2,586 | -14.6% | -$11.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $65.55万 | 0.40% | 8,136 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $67.13万 | 0.41% | 1,307 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS | $67.18万 | 0.41% | 1,970 | -27 | -1.4% | -$9,208 | 减仓 |
| NAC | NUVEEN CA QUALTY MUN INCOME | $69.55万 | 0.42% | 57,385 | -6,000 | -9.5% | -$7.27万 | 减仓 |
| TMUS | T-MOBILE US INC | $69.88万 | 0.43% | 4,166 | -257 | -5.8% | -$4.31万 | 减仓 |
| VGT | VANGUARD INDEX FDS | $72.53万 | 0.44% | 6,069 | 253 | 4.4% | $3.02万 | 加仓 |
| FOXA | FOX CORP | $75.63万 | 0.46% | 14,500 | 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 |
| CAT | CATERPILLAR INC | $82.85万 | 0.51% | 778 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $83.34万 | 0.51% | 491 | 40 | 8.9% | $6.79万 | 加仓 |
| VHT | VANGUARD INDEX FDS | $86.11万 | 0.53% | 2,880 | 15 | 0.5% | $4,485 | 加仓 |
| RTX | RTX CORP | $88.62万 | 0.54% | 4,671 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $88.98万 | 0.54% | 1,166 | 118 | 11.3% | $9.01万 | 加仓 |
| V | VISA INC CLASS A | $90.40万 | 0.55% | 2,635 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW COM | $92.89万 | 0.57% | 993 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $102.98万 | 0.63% | 3,146 | -2 | -0.1% | -$655 | 减仓 |
| COHR | COHERENT CORP | $107.26万 | 0.65% | 2,719 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING AG | $111.13万 | 0.68% | 31,374 | -530 | -1.7% | -$1.88万 | 减仓 |
| NBH | NEUBERGER BERMAN MUN FD INC | $113.15万 | 0.69% | 107,255 | 1,969 | 1.9% | $2.08万 | 加仓 |
| TSLA | TESLA INC | $121.68万 | 0.74% | 2,893 | -26 | -0.9% | -$1.09万 | 减仓 |
| IAU | ISHARES GOLD TR | $122.79万 | 0.75% | 16,262 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $124.90万 | 0.76% | 7,535 | -91 | -1.2% | -$1.51万 | 减仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $125.26万 | 0.76% | 112,745 | 60 | 0.1% | $667 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $128.45万 | 0.78% | 10,322 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $137.36万 | 0.84% | 1,190 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $140.14万 | 0.85% | 3,234 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $144.25万 | 0.88% | 3,383 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $147.76万 | 0.90% | 11,900 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $148.19万 | 0.90% | 7,228 | -173 | -2.3% | -$3.55万 | 减仓 |
| HD | HOME DEPOT INC | $153.20万 | 0.93% | 4,344 | -30 | -0.7% | -$1.06万 | 减仓 |
| GEHC | GE HEALTHCARE TECHS INC | $153.82万 | 0.94% | 24,031 | -783 | -3.2% | -$5.01万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $161.77万 | 0.99% | 192,584 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY | $173.44万 | 1.06% | 18,020 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $174.83万 | 1.07% | 13,650 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $182.54万 | 1.11% | 11,652 | 220 | 1.9% | $3.45万 | 加仓 |