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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CLASS A | $191.72万 | 1.17% | 3,404 | 48 | 1.4% | $2.70万 | 加仓 |
| IWR | ISHARES TR | $193.17万 | 1.18% | 17,510 | -616 | -3.4% | -$6.80万 | 减仓 |
| AVGO | BROADCOM INC | $197.75万 | 1.21% | 5,235 | -4 | -0.1% | -$1,511 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $229.35万 | 1.40% | 32,190 | 15,766 | 96.0% | $112.33万 | 加仓 |
| SHOP | SHOPIFY INC CL A | $234.98万 | 1.43% | 20,580 | 364 | 1.8% | $4.16万 | 加仓 |
| KO | COCA-COLA COMPANY | $243.09万 | 1.48% | 29,912 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $263.60万 | 1.61% | 14,265 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $277.81万 | 1.69% | 18,337 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $283.03万 | 1.73% | 19,313 | 0 | 0.0% | — | 不变 |
| NXT | NEXTRACKER INC | $286.38万 | 1.75% | 24,037 | -700 | -2.8% | -$8.34万 | 减仓 |
| WMT | WALMART INC | $291.51万 | 1.78% | 25,738 | -645 | -2.4% | -$7.31万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $298.69万 | 1.82% | 5,328 | 457 | 9.4% | $25.62万 | 加仓 |
| RBLX | ROBLOX CORP | $318.97万 | 1.95% | 58,655 | 2,158 | 3.8% | $11.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $320.96万 | 1.96% | 25,726 | 1,445 | 6.0% | $18.03万 | 加仓 |
| AAPL | APPLE INC | $326.17万 | 1.99% | 11,272 | 150 | 1.3% | $4.34万 | 加仓 |
| GOOG | GEHC2518C85 | $337.15万 | 2.06% | 9,542 | -60 | -0.6% | -$2.12万 | 减仓 |
| AMZN | AMAZON COM INC | $346.55万 | 2.11% | 14,540 | 177 | 1.2% | $4.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $373.63万 | 2.28% | 10,016 | 240 | 2.5% | $8.95万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $424.18万 | 2.59% | 356,455 | -2,378 | -0.7% | -$2.83万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $430.46万 | 2.63% | 391,683 | -13,924 | -3.4% | -$15.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $470.75万 | 2.87% | 16,740 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $493.99万 | 3.01% | 24,688 | 219 | 0.9% | $4.38万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $507.34万 | 3.09% | 13,690 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $709.75万 | 4.33% | 11,189 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,070.34万 | 6.53% | 28,925 | 2,094 | 7.8% | $77.49万 | 加仓 |
| GOOGL | ALPHABET INC | $1,176.35万 | 7.17% | 32,917 | 103 | 0.3% | $3.68万 | 加仓 |