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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $967.45万 | 6.50% | 32,814 | 826 | 2.6% | $24.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $865.85万 | 5.81% | 26,831 | 1,777 | 7.1% | $57.34万 | 加仓 |
| DE | DEERE & CO | $634.04万 | 4.26% | 11,189 | 30 | 0.3% | $1.70万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $449.66万 | 3.02% | 13,690 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $430.48万 | 2.89% | 24,469 | 405 | 1.7% | $7.13万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $425.46万 | 2.86% | 405,607 | 132,871 | 48.7% | $139.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $408.90万 | 2.75% | 16,740 | -4,130 | -19.8% | -$100.88万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $408.71万 | 2.74% | 358,833 | 298,725 | 497.0% | $340.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $362.76万 | 2.44% | 9,776 | 231 | 2.4% | $8.57万 | 加仓 |
| WMT | WALMART INC | $327.76万 | 2.20% | 26,383 | 63 | 0.2% | $7,826 | 加仓 |
| RBLX | ROBLOX CORP | $327.11万 | 2.20% | 56,497 | 4,863 | 9.4% | $28.16万 | 加仓 |
| NXT | NEXTRACKER INC | $304.70万 | 2.05% | 24,737 | -3,219 | -11.5% | -$39.65万 | 减仓 |
| AMZN | AMAZON COM INC | $302.48万 | 2.03% | 14,363 | 229 | 1.6% | $4.82万 | 加仓 |
| TJX | TJX COS INC NEW | $296.29万 | 1.99% | 18,337 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $282.61万 | 1.90% | 19,313 | 89 | 0.5% | $1.30万 | 加仓 |
| AAPL | APPLE INC | $282.58万 | 1.90% | 11,122 | 126 | 1.1% | $3.20万 | 加仓 |
| GOOG | GEHC2518C85 | $281.10万 | 1.89% | 9,602 | 629 | 7.0% | $18.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $269.63万 | 1.81% | 24,281 | 784 | 3.3% | $8.71万 | 加仓 |
| SHOP | SHOPIFY INC CL A | $240.51万 | 1.61% | 20,216 | 317 | 1.6% | $3.77万 | 加仓 |
| KO | COCA-COLA COMPANY | $227.32万 | 1.53% | 29,912 | 85 | 0.3% | $6,460 | 加仓 |
| CRM | SALESFORCE INC | $212.61万 | 1.43% | 11,432 | 607 | 5.6% | $11.29万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $209.97万 | 1.41% | 4,871 | 1,343 | 38.1% | $57.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $202.84万 | 1.36% | 10,322 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $193.75万 | 1.30% | 3,356 | 101 | 3.1% | $5.83万 | 加仓 |
| QCOM | QUALCOMM INC | $184.34万 | 1.24% | 14,265 | -913 | -6.0% | -$11.80万 | 减仓 |
| ADBE | ADOBE INC | $178.39万 | 1.20% | 7,401 | -119 | -1.6% | -$2.87万 | 减仓 |
| GEHC | GE HEALTHCARE TECHS INC | $177.50万 | 1.19% | 24,814 | 87 | 0.4% | $6,223 | 加仓 |
| IWR | ISHARES TR | $177.11万 | 1.19% | 18,126 | 86 | 0.5% | $8,403 | 加仓 |
| DIS | WALT DISNEY COMPANY | $175.01万 | 1.17% | 18,020 | 54 | 0.3% | $5,244 | 加仓 |
| AVGO | BROADCOM INC | $163.24万 | 1.10% | 5,239 | 103 | 2.0% | $3.21万 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $163.10万 | 1.10% | 192,584 | 5,000 | 2.7% | $4.23万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $152.88万 | 1.03% | 13,650 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $151.97万 | 1.02% | 7,626 | 4,830 | 172.7% | $96.25万 | 加仓 |
| IAU | ISHARES GOLD TR | $145.36万 | 0.98% | 16,262 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $145.04万 | 0.97% | 4,374 | -11 | -0.3% | -$3,648 | 减仓 |
| IWF | ISHARES TR | $127.96万 | 0.86% | 2,975 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $126.37万 | 0.85% | 3,383 | 64 | 1.9% | $2.39万 | 加仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $119.90万 | 0.80% | 112,685 | 112,685 | — | $119.90万 | 新建仓 |
| TSLA | TESLA INC | $110.04万 | 0.74% | 2,919 | 75 | 2.6% | $2.83万 | 加仓 |
| ONON | ON HOLDING AG | $109.39万 | 0.73% | 31,904 | 7,175 | 29.0% | $24.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $106.48万 | 0.71% | 16,424 | -1,441 | -8.1% | -$9.34万 | 减仓 |
| NBH | NEUBERGER BERMAN MUN FD INC | $106.18万 | 0.71% | 105,286 | 64 | 0.1% | $645 | 加仓 |
| COST | COSTCO WHSL CORP NEW COM | $99.26万 | 0.67% | 993 | 12 | 1.2% | $1.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $92.90万 | 0.62% | 3,148 | 60 | 1.9% | $1.77万 | 加仓 |
| RTX | RTX CORP | $91.41万 | 0.61% | 4,671 | 102 | 2.2% | $2.00万 | 加仓 |
| TMUS | T-MOBILE US INC | $89.91万 | 0.60% | 4,423 | -858 | -16.2% | -$17.44万 | 减仓 |
| FOXA | FOX CORP | $84.27万 | 0.57% | 14,500 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $79.14万 | 0.53% | 17,727 | -13,777 | -43.7% | -$61.51万 | 减仓 |
| V | VISA INC CLASS A | $78.78万 | 0.53% | 2,635 | 31 | 1.2% | $9,269 | 加仓 |
| VHT | VANGUARD INDEX FDS | $78.58万 | 0.53% | 2,865 | 55 | 2.0% | $1.51万 | 加仓 |
| TPL | TEXAS PAC LD CORP | $78.13万 | 0.52% | 1,706 | 1,706 | — | $78.13万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $77.58万 | 0.52% | 451 | -544 | -54.7% | -$93.57万 | 减仓 |
| NAC | NUVEEN CA QUALTY MUN INCOME | $73.87万 | 0.50% | 63,385 | -1,800 | -2.8% | -$2.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $71.95万 | 0.48% | 3,234 | 57 | 1.8% | $1.27万 | 加仓 |
| COHR | COHERENT CORP | $68.48万 | 0.46% | 2,719 | 50 | 1.9% | $1.26万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $67.06万 | 0.45% | 4,135 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $64.72万 | 0.43% | 1,307 | 20 | 1.6% | $9,903 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $60.98万 | 0.41% | 54,739 | 54,739 | — | $60.98万 | 新建仓 |
| WFC | WELLS FARGO & CO NEW | $59.51万 | 0.40% | 7,394 | -459 | -5.8% | -$3.69万 | 减仓 |
| VO | VANGUARD INDEX FDS | $58.89万 | 0.40% | 2,034 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $57.06万 | 0.38% | 5,995 | 85 | 1.4% | $8,090 | 加仓 |
| CAT | CATERPILLAR INC | $56.88万 | 0.38% | 778 | 13 | 1.7% | $9,505 | 加仓 |
| VB | VANGUARD INDEX FDS | $55.54万 | 0.37% | 2,098 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $53.11万 | 0.36% | 52,582 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $52.74万 | 0.35% | 1,743 | -289 | -14.2% | -$8.74万 | 减仓 |
| IWD | ISHARES TR | $52.18万 | 0.35% | 2,424 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $52.10万 | 0.35% | 2,122 | 32 | 1.5% | $7,856 | 加仓 |
| VGT | VANGUARD INDEX FDS | $51.05万 | 0.34% | 727 | 15 | 2.1% | $1.05万 | 加仓 |
| LLY | ELI LILLY & CO | $49.81万 | 0.33% | 533 | 9 | 1.7% | $8,410 | 加仓 |
| HAL | HALLIBURTON CO | $49.60万 | 0.33% | 12,960 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $46.68万 | 0.31% | 7,592 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $46.60万 | 0.31% | 21,349 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.38万 | 0.31% | 6,384 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $46.15万 | 0.31% | 986 | 17 | 1.8% | $7,957 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $45.26万 | 0.30% | 5,249 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $43.79万 | 0.29% | 31,586 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $43.39万 | 0.29% | 1,190 | 23 | 2.0% | $8,386 | 加仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $42.57万 | 0.29% | 7,148 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.28万 | 0.28% | 1,048 | 123 | 13.3% | $4.84万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.88万 | 0.27% | 799 | 14 | 1.8% | $6,988 | 加仓 |
| IOO | ISHARES TR | $37.87万 | 0.25% | 3,118 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $36.60万 | 0.25% | 1,493 | 26 | 1.8% | $6,374 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $36.35万 | 0.24% | 8,409 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $35.78万 | 0.24% | 415 | 7 | 1.7% | $6,035 | 加仓 |
| IDA | IDACORP INC | $35.72万 | 0.24% | 2,509 | 48 | 2.0% | $6,835 | 加仓 |
| LIN | LINDE PLC NEW | $34.87万 | 0.23% | 708 | 13 | 1.9% | $6,403 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.82万 | 0.23% | 2,386 | 36 | 1.5% | $5,254 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $34.67万 | 0.23% | 5,850 | 5,850 | — | $34.67万 | 新建仓 |
| AVT | AVNET INC | $34.41万 | 0.23% | 5,488 | 104 | 1.9% | $6,521 | 加仓 |
| MRSH | Marsh | $34.39万 | 0.23% | 1,981 | 700 | 54.6% | $12.15万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $33.90万 | 0.23% | 6,903 | 125 | 1.8% | $6,138 | 加仓 |
| FDX | FEDEX CORPORATION | $33.35万 | 0.22% | 918 | 18 | 2.0% | $6,539 | 加仓 |
| BA | BOEING CO | $32.99万 | 0.22% | 1,582 | 30 | 1.9% | $6,257 | 加仓 |
| PANW | PALO ALTO NETWORKS | $32.10万 | 0.22% | 1,997 | 21 | 1.1% | $3,375 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.23万 | 0.21% | 1,592 | 19 | 1.2% | $3,728 | 加仓 |
| C | CITIGROUP INC | $30.64万 | 0.21% | 2,662 | 47 | 1.8% | $5,411 | 加仓 |
| IUSV | ISHARES TR | $29.67万 | 0.20% | 2,894 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $29.54万 | 0.20% | 403 | 7 | 1.8% | $5,131 | 加仓 |
| CSCO | CISCO SYS INC | $26.75万 | 0.18% | 3,400 | 65 | 1.9% | $5,114 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $26.40万 | 0.18% | 1,154 | 22 | 1.9% | $5,033 | 加仓 |