Atala Financial Inc
CALABASAS CA · SEC CIK 0002053756
$1.49亿2026Q1 申报市值
117持仓数
35.5%前十大占比 · 第一大 6.5%
6 / 11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
MHD 加仓+$340.25万
MUC 加仓+$139.37万
BLACKROCK MUNIYI 新建仓+$119.90万
CVX 加仓+$96.25万
TPL 新建仓+$78.13万
2026Q1 卖出最多 按季末市值估算
BLACKROCK MUNIHO 清仓-$146.60万
BLACKROCK CALIF 清仓-$141.96万
BLACKROCK MUNIVE 清仓-$124.03万
BLACKROCK MUN IN 清仓-$108.04万
IBM 减仓-$100.88万
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 |
|---|---|---|---|---|---|---|---|---|
| WIW | WESTERN AST INFL LKD OPP & I | $163.10万 | 1.10% | 192,584 | 5,000 | 2.7% | $4.23万 | 加仓 |
| AVGO | BROADCOM INC | $163.24万 | 1.10% | 5,239 | 103 | 2.0% | $3.21万 | 加仓 |
| DIS | WALT DISNEY COMPANY | $175.01万 | 1.17% | 18,020 | 54 | 0.3% | $5,244 | 加仓 |
| IWR | ISHARES TR | $177.11万 | 1.19% | 18,126 | 86 | 0.5% | $8,403 | 加仓 |
| GEHC | GE HEALTHCARE TECHS INC | $177.50万 | 1.19% | 24,814 | 87 | 0.4% | $6,223 | 加仓 |
| ADBE | ADOBE INC | $178.39万 | 1.20% | 7,401 | -119 | -1.6% | -$2.87万 | 减仓 |
| QCOM | QUALCOMM INC | $184.34万 | 1.24% | 14,265 | -913 | -6.0% | -$11.80万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $193.75万 | 1.30% | 3,356 | 101 | 3.1% | $5.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $202.84万 | 1.36% | 10,322 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $209.97万 | 1.41% | 4,871 | 1,343 | 38.1% | $57.89万 | 加仓 |
| CRM | SALESFORCE INC | $212.61万 | 1.43% | 11,432 | 607 | 5.6% | $11.29万 | 加仓 |
| KO | COCA-COLA COMPANY | $227.32万 | 1.53% | 29,912 | 85 | 0.3% | $6,460 | 加仓 |
| SHOP | SHOPIFY INC CL A | $240.51万 | 1.61% | 20,216 | 317 | 1.6% | $3.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $269.63万 | 1.81% | 24,281 | 784 | 3.3% | $8.71万 | 加仓 |
| GOOG | GEHC2518C85 | $281.10万 | 1.89% | 9,602 | 629 | 7.0% | $18.41万 | 加仓 |
| AAPL | APPLE INC | $282.58万 | 1.90% | 11,122 | 126 | 1.1% | $3.20万 | 加仓 |
| ORCL | ORACLE CORPORATION | $282.61万 | 1.90% | 19,313 | 89 | 0.5% | $1.30万 | 加仓 |
| TJX | TJX COS INC NEW | $296.29万 | 1.99% | 18,337 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $302.48万 | 2.03% | 14,363 | 229 | 1.6% | $4.82万 | 加仓 |
| NXT | NEXTRACKER INC | $304.70万 | 2.05% | 24,737 | -3,219 | -11.5% | -$39.65万 | 减仓 |
| RBLX | ROBLOX CORP | $327.11万 | 2.20% | 56,497 | 4,863 | 9.4% | $28.16万 | 加仓 |
| WMT | WALMART INC | $327.76万 | 2.20% | 26,383 | 63 | 0.2% | $7,826 | 加仓 |
| MSFT | MICROSOFT CORP | $362.76万 | 2.44% | 9,776 | 231 | 2.4% | $8.57万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $408.71万 | 2.74% | 358,833 | 298,725 | 497.0% | $340.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $408.90万 | 2.75% | 16,740 | -4,130 | -19.8% | -$100.88万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $425.46万 | 2.86% | 405,607 | 132,871 | 48.7% | $139.37万 | 加仓 |
| NVDA | NVIDIA CORP | $430.48万 | 2.89% | 24,469 | 405 | 1.7% | $7.13万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $449.66万 | 3.02% | 13,690 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $634.04万 | 4.26% | 11,189 | 30 | 0.3% | $1.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $865.85万 | 5.81% | 26,831 | 1,777 | 7.1% | $57.34万 | 加仓 |
| GOOGL | ALPHABET INC | $967.45万 | 6.50% | 32,814 | 826 | 2.6% | $24.35万 | 加仓 |