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ATRIA INVESTMENTS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ATRIA INVESTMENTS LLC
报告期 2026-03-31 · CIK 0001535865
持仓数
2,028
前50大市值合计
$3.38B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 23
增持 58
减持 53
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$45.2M
344,684
+48%
建仓
OACP
UNIFIED SER TR
+$39.7M
1,589,547
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$38.9M
685,128
+2362%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BSV
VANGUARD BD INDEX FDS
+$28.7M
768,038
+100%
清仓
SPDW
SPDR INDEX SHS FDS
-$23.9M
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$21.2M
24,081
-65%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$19.9M
678,913
-28%
增持
SPY
SPDR S&P 500 ETF TR
+$18.2M
213,495
+30%
建仓
SCHF
SCHWAB STRATEGIC TR
+$18.0M
490,821
建仓
TPIF
TIMOTHY PLAN
+$18.0M
667,301
增持
META
META PLATFORMS INC
-$15.0M
152,334
+5%
减持
EFG
ISHARES TR
-$14.7M
195,653
-36%
增持
IGSB
ISHARES TR
+$14.5M
467,458
+160%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$14.4M
142,002
减持
HYG
ISHARES TR
-$13.2M
192,267
-42%
增持
EFA
ISHARES TR
+$12.4M
805,857
+35%
减持
ANGL
VANECK ETF TRUST
-$11.5M
75,697
-82%
清仓
AOK
ISHARES TR
-$11.1M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$11.0M
309,256
+388%
减持
HDEF
DBX ETF TR
-$9.9M
551,816
-44%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.8M
257,597
-25%
减持
LQD
ISHARES TR
-$9.5M
138,798
-30%
减持
JNK
SPDR SER TR
-$9.5M
12,848
-87%
增持
SHY
ISHARES TR
+$9.4M
239,453
+94%
增持
IEFA
ISHARES TR
+$9.2M
546,197
+42%
减持
CVX
CHEVRON CORP NEW
+$8.9M
212,136
-3%
减持
HD
HOME DEPOT INC
-$8.8M
59,757
-7%
减持
VUG
VANGUARD INDEX FDS
-$8.7M
207,450
-3%
清仓
IXG
ISHARES TR
-$8.7M
0
-100%
减持
—
STARBOARD INVT TR
-$8.4M
700,751
-52%
增持
ESGU
ISHARES TR
+$8.3M
810,856
+18%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$8.1M
75,994
+166%
增持
VTV
VANGUARD INDEX FDS
+$7.5M
506,837
+11%
减持
TLT
ISHARES TR
-$7.3M
84,851
-32%
建仓
LRGF
ISHARES TR
+$7.0M
157,075
增持
ABBV
ABBVIE INC
+$6.8M
158,618
+13%
增持
VCR
VANGUARD WORLD FDS
+$6.8M
44,511
+122%
减持
FALN
ISHARES TR
-$6.7M
294,936
-41%
增持
IVE
ISHARES TR
+$6.2M
71,111
+128%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$6.2M
1,128,147
+20%
增持
VDE
VANGUARD WORLD FDS
+$5.8M
130,032
+24%
增持
MSFT
MICROSOFT CORP
-$5.8M
375,429
+4%
减持
—
ACCENTURE PLC IRELAND
-$5.7M
57,669
-5%
减持
VBR
VANGUARD INDEX FDS
-$5.7M
31,251
-50%
减持
VOE
VANGUARD INDEX FDS
-$5.7M
15,614
-71%
减持
SBUX
STARBUCKS CORP
-$5.6M
104,214
-19%
增持
IWF
ISHARES TR
+$5.6M
54,600
+74%
增持
IVW
ISHARES TR
+$5.5M
324,599
+41%
增持
IUSB
ISHARES TR
+$5.5M
852,996
+23%
建仓
STIP
ISHARES TR
+$5.4M
51,184
建仓
FNDF
SCHWAB STRATEGIC TR
+$5.3M
163,486
减持
XLI
SELECT SECTOR SPDR TR
-$5.2M
31,647
-61%
增持
VIS
VANGUARD WORLD FDS
+$5.2M
59,663
+90%
增持
SPGI
S&P GLOBAL INC
+$5.2M
29,633
+101%
清仓
—
IHS MARKIT LTD
-$5.1M
0
-100%
清仓
IVOL
KRANESHARES TR
-$5.0M
0
-100%
增持
LOW
LOWES COS INC
-$5.0M
102,175
+3%
建仓
IGM
ISHARES TR
+$4.9M
12,620
增持
VTIP
VANGUARD MALVERN FDS
+$4.8M
120,749
+356%
建仓
SHYG
ISHARES TR
+$4.8M
108,846
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.8M
56,595
+11%
增持
IEMG
ISHARES INC
+$4.5M
226,899
+68%
清仓
—
CERNER CORP
-$4.5M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$4.4M
39,136
-3%
增持
BIL
SPDR SER TR
+$4.4M
61,673
+352%
建仓
LQDH
ISHARES U S ETF TR
+$4.3M
46,364
建仓
FREL
FIDELITY COVINGTON TRUST
+$4.3M
132,822
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$4.2M
52,253
+6%
减持
VLUE
ISHARES TR
-$4.2M
115,958
-22%
减持
VDC
VANGUARD WORLD FDS
-$4.2M
52,913
-27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.1M
574,498
+27%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.1M
143,406
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.0M
354,936
+31%
建仓
MGV
VANGUARD WORLD FD
+$4.0M
37,553
增持
TLH
ISHARES TR
+$4.0M
42,576
+267%
增持
V
VISA INC
+$3.9M
158,286
+10%
减持
ZTS
ZOETIS INC
-$3.9M
69,212
-0%
建仓
SHEL
SHELL PLC
+$3.8M
68,966
增持
SHV
ISHARES TR
+$3.7M
46,040
+272%
减持
—
EXXON MOBIL CORP
+$3.7M
185,946
-2%
增持
ACWX
ISHARES TR
+$3.7M
107,172
+212%
增持
OALC
UNIFIED SER TR
-$3.7M
2,442,676
+3%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$3.7M
125,435
+140%
增持
IGIB
ISHARES TR
+$3.6M
104,074
+199%
减持
BLV
VANGUARD BD INDEX FDS
-$3.6M
102,670
-19%
减持
CSCO
CISCO SYS INC
-$3.6M
408,112
-2%
建仓
—
ACTIVISION BLIZZARD INC
+$3.6M
44,751
减持
—
UNILEVER PLC
-$3.5M
63,926
-47%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$3.5M
199,151
减持
INTU
INTUIT
-$3.4M
18,562
-3%
减持
NKE
NIKE INC
-$3.4M
97,871
-2%
清仓
EFAV
ISHARES TR
-$3.4M
0
-100%
增持
GLD
SPDR GOLD TR
+$3.4M
67,527
+30%
减持
AMT
AMERICAN TOWER CORP NEW
-$3.3M
40,069
-13%
减持
IWM
ISHARES TR
-$3.3M
26,605
-33%
增持
AMAX
STARBOARD INVT TR
+$3.3M
1,449,412
+40%
减持
SPYG
SPDR SER TR
-$3.2M
33,995
-55%
增持
COMT
ISHARES U S ETF TR
+$3.2M
281,741
+8%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
105,693
+13%
减持
MSCI
MSCI INC
-$3.2M
3,889
-53%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.1M
140,580
+23%
减持
ARKK
ARK ETF TR
-$3.1M
35,583
-39%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$3.1M
0
-100%
建仓
COWZ
PACER FDS TR
+$3.1M
61,475
减持
IXN
ISHARES TR
-$3.0M
138,601
-19%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$3.0M
92,946
-4%
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$3.0M
31,661
清仓
PWS
PACER FDS TR
-$3.0M
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$2.9M
96,221
+56%
减持
PTBD
PACER FDS TR
-$2.9M
726,714
-5%
清仓
LDUR
PIMCO ETF TR
-$2.9M
0
-100%
增持
—
MEDTRONIC PLC
+$2.9M
119,145
+19%
增持
JPM
JPMORGAN CHASE & CO
-$2.9M
191,436
+5%
增持
IYE
ISHARES TR
+$2.9M
259,287
+1%
增持
QQQ
INVESCO QQQ TR
-$2.8M
138,843
+4%
清仓
—
ROYAL DUTCH SHELL PLC
-$2.8M
0
-100%
增持
ADSK
AUTODESK INC
-$2.8M
46,793
+3%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$2.8M
58,988
减持
—
JOHNSON CTLS INTL PLC
-$2.8M
29,467
-49%
清仓
HYS
PIMCO ETF TR
-$2.8M
0
-100%
减持
INTC
INTEL CORP
-$2.7M
131,635
-27%
增持
WMB
WILLIAMS COS INC
+$2.7M
132,564
+100%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
116,961
-1%
减持
GOOGL
ALPHABET INC
-$2.7M
16,163
-2%
增持
—
BLACKROCK INC
-$2.7M
17,720
+0%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$2.7M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.7M
28,950
-2%
减持
—
TRANE TECHNOLOGIES PLC
-$2.6M
33,978
-12%
清仓
XHB
SPDR SER TR
-$2.6M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
82,352
+10%
建仓
HNDL
STRATEGY SHS
+$2.6M
109,698
减持
AAPL
APPLE INC
-$2.6M
446,884
-2%
增持
—
PIONEER NAT RES CO
+$2.6M
23,852
+30%
减持
SONY
SONY GROUP CORPORATION
-$2.6M
51,798
-18%
减持
ANSS
ANSYS INC
-$2.6M
13,983
-20%
清仓
—
WORLD GOLD TR
-$2.6M
0
-100%
建仓
TPLC
TIMOTHY PLAN
+$2.6M
70,216
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.6M
48,510
+72%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.5M
94,739
-31%
增持
ICSH
ISHARES TR
+$2.5M
110,689
+84%
清仓
DSI
ISHARES TR
-$2.5M
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$2.5M
21,956
-25%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.4M
123,595
-3%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$2.4M
234,579
-17%
增持
XLV
SELECT SECTOR SPDR TR
+$2.4M
126,124
+19%
建仓
FLRN
SPDR SER TR
+$2.3M
76,934
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.3M
111,246
减持
COP
CONOCOPHILLIPS
+$2.3M
104,280
-7%
增持
ACWI
ISHARES TR
+$2.3M
52,498
+91%
建仓
INTF
ISHARES TR
+$2.3M
84,335
