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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $25.86万 | 0.17% | 1,851 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.60万 | 0.17% | 1,770 | -52 | -2.9% | -$7,520 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $25.31万 | 0.17% | 3,340 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORP | $25.09万 | 0.17% | 23,333 | -521 | -2.2% | -$5,603 | 减仓 |
| MCO | MOODY'S CORP | $25.05万 | 0.17% | 576 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $24.09万 | 0.16% | 1,597 | 27 | 1.7% | $4,073 | 加仓 |
| MO | ALTRIA GROUP INC | $22.86万 | 0.15% | 3,500 | 3,500 | — | $22.86万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC | $22.37万 | 0.15% | 1,660 | 1,660 | — | $22.37万 | 新建仓 |
| T | AT&T INC | $22.27万 | 0.15% | 7,828 | 141 | 1.8% | $4,012 | 重新持有 |
| SBUX | STARBUCKS CORP | $21.82万 | 0.15% | 2,421 | 46 | 1.9% | $4,146 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F A | $21.73万 | 0.15% | 2,854 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $21.61万 | 0.15% | 452 | -210 | -31.7% | -$10.04万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $20.49万 | 0.14% | 2,080 | 0 | 0.0% | — | 不变 |
| MMU | WESTERN ASSET MANAGED MUNS F | $15.42万 | 0.10% | 15,000 | 11,560 | 336.0% | $11.88万 | 重新持有 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $14.92万 | 0.10% | 12,080 | -8,000 | -39.8% | -$9.88万 | 减仓 |
| HLN | HALEON PLC | $10.87万 | 0.07% | 10,871 | 0 | 0.0% | — | 不变 |
| NRGV | ENERGY VAULT HOLDINGS INC | $4.61万 | 0.03% | 13,387 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIHOLDINGS QUALI | $0 | 0.00% | 0 | -146,161 | -100.0% | -$146.60万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -132,180 | -100.0% | -$141.96万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -114,734 | -100.0% | -$124.03万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -107,716 | -100.0% | -$108.04万 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -88,225 | -100.0% | -$96.52万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -59,480 | -100.0% | -$62.39万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,944 | -100.0% | -$36.07万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,850 | -100.0% | -$26.16万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,957 | -100.0% | -$24.52万 | 清仓 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYSTEMS INC CL A | $0 | 0.00% | 0 | -953 | -100.0% | -$21.27万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -616 | -100.0% | -$5.92万 | 清仓 |