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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 71
减持 43
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$28.7M
1,476,974
-21%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$18.8M
380,013
+493%
减持
SHY
ISHARES TR
-$17.1M
65,003
-76%
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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.2M
378,200
-46%
减持
AMZN
AMAZON COM INC
-$16.1M
375,051
-11%
建仓
PULS
PGIM ETF TR
+$16.0M
325,145
清仓
IBD
NORTHERN LTS FD TR IV
-$15.4M
0
-100%
减持
GOVT
ISHARES TR
-$12.7M
605,429
-48%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$12.5M
535,330
+104%
减持
EFA
ISHARES TR
-$12.0M
114,852
-67%
减持
SRLN
SSGA ACTIVE ETF TR
-$10.9M
40,966
-87%
增持
IVV
ISHARES TR
+$10.7M
351,199
+1%
增持
MBB
ISHARES TR
+$10.5M
196,087
+133%
建仓
SJNK
SPDR SER TR
+$10.2M
421,928
增持
AGG
ISHARES TR
+$10.0M
192,168
+114%
减持
LQDH
ISHARES U S ETF TR
-$9.6M
82,267
-57%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$9.6M
719,490
+30%
增持
HYG
ISHARES TR
+$8.9M
146,621
+455%
减持
TSLA
TESLA INC
-$7.9M
39,241
-18%
增持
MTUM
ISHARES TR
+$7.7M
65,925
+343%
增持
JPM
JPMORGAN CHASE & CO
+$7.5M
220,228
+5%
增持
IYW
ISHARES TR
+$7.5M
113,830
+719%
增持
IUSG
ISHARES TR
+$7.2M
170,579
+105%
增持
EFV
ISHARES TR
+$7.1M
604,881
+13%
减持
AAPL
APPLE INC
-$7.0M
413,319
-6%
增持
IUSB
ISHARES TR
+$7.0M
785,331
+24%
增持
MRK
MERCK & CO INC
+$7.0M
245,225
+4%
增持
V
VISA INC
+$7.0M
169,713
+7%
增持
BIL
SPDR SER TR
+$6.9M
397,390
+24%
减持
ESGU
ISHARES TR
-$6.9M
492,753
-20%
增持
MSFT
MICROSOFT CORP
+$6.7M
399,972
+4%
增持
TFLO
ISHARES TR
+$6.4M
154,393
+457%
清仓
—
STARBOARD INVT TR
-$6.2M
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$6.1M
0
-100%
增持
HDEF
DBX ETF TR
+$6.1M
1,643,214
+0%
减持
TIP
ISHARES TR
-$6.1M
40,432
-59%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$6.0M
1,088,634
-0%
减持
CVX
CHEVRON CORP NEW
+$6.0M
191,044
-3%
增持
IUSV
ISHARES TR
+$5.9M
103,871
+355%
减持
OAIM
UNIFIED SER TR
+$5.6M
1,945,107
-2%
清仓
AGOX
STARBOARD INVT TR
-$5.6M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$5.5M
156,763
+8%
增持
NKE
NIKE INC
+$5.4M
119,705
+16%
建仓
LQDI
ISHARES U S ETF TR
+$5.4M
213,571
减持
META
META PLATFORMS INC
-$5.3M
113,108
-19%
清仓
ITOT
ISHARES TR
-$5.3M
0
-100%
增持
ABBV
ABBVIE INC
+$5.2M
150,993
+6%
增持
COWZ
PACER FDS TR
+$5.1M
297,013
+41%
增持
MA
MASTERCARD INCORPORATED
+$5.0M
74,951
+1%
增持
NVDA
NVIDIA CORPORATION
+$4.9M
115,396
+17%
清仓
LRGF
ISHARES TR
-$4.9M
0
-100%
清仓
—
KRANESHARES TR
-$4.8M
0
-100%
减持
HDV
ISHARES TR
-$4.7M
24,775
-69%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.6M
116,363
-1%
增持
EEMV
ISHARES INC
+$4.6M
276,905
+40%
建仓
—
UNIFIED SER TR
+$4.6M
161,098
清仓
RINF
PROSHARES TR
-$4.5M
0
-100%
增持
ORCL
ORACLE CORP
+$4.4M
184,032
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.3M
76,314
+6%
增持
FALN
ISHARES TR
+$4.3M
425,554
+64%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.2M
33,376
+20%
增持
PFE
PFIZER INC
+$4.2M
284,799
+20%
增持
BA
BOEING CO
+$4.2M
54,834
+6%
减持
VTV
VANGUARD INDEX FDS
+$4.1M
352,859
-4%
减持
VV
VANGUARD INDEX FDS
-$4.1M
34,608
-44%
增持
HD
HOME DEPOT INC
+$4.1M
66,206
+9%
清仓
FNDF
SCHWAB STRATEGIC TR
-$4.1M
0
-100%
增持
FLOT
ISHARES TR
+$4.0M
134,419
+146%
增持
AVGO
BROADCOM INC
+$4.0M
34,439
+0%
增持
CSCO
CISCO SYS INC
+$4.0M
422,940
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.9M
45,687
+9%
建仓
QVOY
ULTIMUS MANAGERS TR
+$3.9M
155,856
建仓
JNK
SPDR SER TR
+$3.9M
42,934
减持
GOOG
ALPHABET INC
-$3.8M
208,163
-10%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
197,200
+4%
增持
SPYD
SPDR SER TR
+$3.7M
570,658
+7%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.7M
32,220
+25%
增持
ICSH
ISHARES TR
+$3.7M
159,176
+86%
增持
CAT
CATERPILLAR INC
+$3.7M
40,323
+10%
减持
VTIP
VANGUARD MALVERN FDS
-$3.6M
169,396
-29%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.5M
21,500
+23%
增持
FVC
FIRST TR EXCHANGE-TRADED FD
+$3.5M
416,763
+26%
增持
TPLC
TIMOTHY PLAN
+$3.5M
152,858
+180%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.5M
166,544
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$3.4M
0
-100%
减持
SHV
ISHARES TR
-$3.4M
375,589
-8%
增持
CI
CIGNA CORP NEW
+$3.3M
23,723
+43%
清仓
SCZ
ISHARES TR
-$3.2M
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$3.2M
40,637
-76%
建仓
EMB
ISHARES TR
+$3.1M
36,973
减持
STIP
ISHARES TR
-$3.0M
62,275
-34%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
0
-100%
减持
IEFA
ISHARES TR
-$3.0M
353,787
-25%
清仓
—
ATLASSIAN CORP PLC
-$3.0M
0
-100%
减持
CRM
SALESFORCE INC
-$2.9M
63,274
-20%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.9M
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$2.9M
0
-100%
增持
NFLX
NETFLIX INC
+$2.9M
43,665
+3%
增持
HON
HONEYWELL INTL INC
+$2.8M
59,072
+0%
增持
PM
PHILIP MORRIS INTL INC
+$2.8M
136,887
+3%
增持
NVO
NOVO-NORDISK A S
+$2.8M
78,198
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.8M
72,288
+16%
增持
APD
AIR PRODS & CHEMS INC
+$2.8M
33,399
+3%
减持
IEMG
ISHARES INC
-$2.7M
252,360
-25%
减持
IVE
ISHARES TR
-$2.7M
24,063
-50%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.7M
205,555
-39%
减持
QQQ
INVESCO QQQ TR
-$2.7M
127,969
-7%
增持
IWF
ISHARES TR
+$2.7M
98,226
+12%
减持
VB
VANGUARD INDEX FDS
-$2.6M
46,726
-29%
减持
PYPL
PAYPAL HLDGS INC
-$2.6M
88,631
-15%
减持
—
EXXON MOBIL CORP
+$2.6M
151,623
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
320,741
+21%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.5M
98,227
+9%
减持
VLUE
ISHARES TR
-$2.5M
17,802
-65%
增持
CMCSA
COMCAST CORP NEW
+$2.5M
398,038
+2%
增持
PEP
PEPSICO INC
+$2.5M
107,584
+4%
增持
THO
THOR INDS INC
+$2.5M
52,030
+150%
增持
XLV
SELECT SECTOR SPDR TR
+$2.4M
131,674
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$2.4M
102,521
-20%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
208,414
+6%
建仓
EUSB
ISHARES TR
+$2.4M
55,890
增持
KO
COCA COLA CO
+$2.3M
246,302
+4%
建仓
KHC
KRAFT HEINZ CO
+$2.3M
57,640
建仓
HYBB
ISHARES TR
+$2.3M
52,277
减持
D
DOMINION ENERGY INC
-$2.3M
92,518
-20%
减持
GILD
GILEAD SCIENCES INC
+$2.3M
113,748
-6%
建仓
MDYV
SPDR SER TR
+$2.3M
35,120
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.3M
228,341
+15%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
180,788
-10%
减持
SPTM
SPDR SER TR
-$2.3M
48,217
-53%
清仓
ESGE
ISHARES INC
-$2.2M
0
-100%
建仓
VHT
VANGUARD WORLD FDS
+$2.2M
9,006
建仓
VFH
VANGUARD WORLD FDS
+$2.2M
26,879
建仓
ISTB
ISHARES TR
+$2.2M
47,808
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$2.2M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$2.2M
61,905
+39%
清仓
SPTI
SPDR SER TR
-$2.2M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$2.2M
18,550
+39%
增持
LLY
LILLY ELI & CO
+$2.1M
44,415
+2%
增持
T
AT&T INC
+$2.1M
367,169
+21%
增持
OAEM
UNIFIED SER TR
+$2.1M
787,141
+1%
增持
MDLZ
MONDELEZ INTL INC
+$2.1M
160,141
+2%
建仓
IWV
ISHARES TR
+$2.0M
9,268
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.0M
325,040
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.0M
18,425
+25%
减持
LMT
LOCKHEED MARTIN CORP
+$2.0M
19,940
-0%
建仓
HYMB
SPDR SER TR
+$2.0M
40,513
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$2.0M
42,595
增持
—
TOTALENERGIES SE
+$2.0M
79,106
+26%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$2.0M
539,494
-17%
