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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 66
减持 39
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
HDEF
DBX ETF TR
-$35.8M
0
-100%
增持
OAIM
UNIFIED SER TR
+$30.8M
2,792,489
+44%
增持
QUAL
ISHARES TR
+$30.1M
260,207
+1228%
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。
建仓
SGOV
ISHARES TR
+$29.5M
293,597
增持
AAPL
APPLE INC
+$23.0M
464,984
+13%
清仓
SPYD
SPDR SER TR
-$22.6M
0
-100%
减持
ESGU
ISHARES TR
-$22.4M
214,001
-57%
增持
MSFT
MICROSOFT CORP
+$21.6M
407,775
+2%
减持
OALC
UNIFIED SER TR
-$21.5M
1,311,244
-47%
增持
AMZN
AMAZON COM INC
+$21.2M
510,197
+36%
建仓
SPDW
SPDR INDEX SHS FDS
+$20.6M
642,646
增持
IEF
ISHARES TR
+$19.1M
241,844
+372%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$18.0M
0
-100%
减持
IWF
ISHARES TR
-$17.7M
13,487
-86%
增持
VYMI
VANGUARD WHITEHALL FDS
+$17.5M
316,475
+801%
增持
NVDA
NVIDIA CORPORATION
+$17.4M
123,203
+7%
建仓
LVHI
LEGG MASON ETF INVT
+$16.7M
620,047
增持
IEMG
ISHARES INC
+$15.8M
566,100
+124%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$15.3M
0
-100%
减持
EEMV
ISHARES INC
-$13.0M
30,281
-89%
增持
META
META PLATFORMS INC
+$12.7M
124,374
+10%
增持
EFG
ISHARES TR
+$12.4M
318,761
+53%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$12.0M
119,409
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.1M
156,922
-59%
增持
TSLA
TESLA INC
+$11.0M
76,235
+94%
增持
QQQ
INVESCO QQQ TR
+$10.3M
138,383
+8%
增持
IUSB
ISHARES TR
+$10.2M
985,559
+25%
增持
VUG
VANGUARD INDEX FDS
+$10.0M
185,176
+9%
增持
USTB
VICTORY PORTFOLIOS II
+$9.7M
247,431
+400%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$9.6M
308,179
减持
HYG
ISHARES TR
-$9.5M
17,302
-88%
增持
CRM
SALESFORCE INC
+$9.3M
88,604
+40%
建仓
—
LINDE PLC
+$9.1M
25,624
减持
IVV
ISHARES TR
-$9.1M
306,121
-13%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.4M
116,769
+226%
增持
MGV
VANGUARD WORLD FD
+$8.2M
124,069
+196%
减持
FALN
ISHARES TR
-$7.4M
120,864
-72%
清仓
UNOV
INNOVATOR ETFS TR
-$7.3M
0
-100%
清仓
—
LINDE PLC
-$7.3M
0
-100%
增持
GOOG
ALPHABET INC
+$7.1M
245,445
+18%
减持
SHYG
ISHARES TR
-$7.1M
251,704
-41%
建仓
PSEP
INNOVATOR ETFS TR
+$7.0M
229,096
增持
GOOGL
ALPHABET INC
+$6.8M
316,800
+7%
增持
SHY
ISHARES TR
+$6.8M
147,120
+126%
减持
MTUM
ISHARES TR
-$6.6M
21,837
-67%
清仓
BUFT
FIRST TR EXCHNG TRADED FD VI
-$6.1M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.0M
480,118
+26%
减持
TPHD
TIMOTHY PLAN
-$6.0M
110,133
-64%
增持
VOO
VANGUARD INDEX FDS
+$5.9M
92,189
+13%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$5.9M
0
-100%
减持
IUSG
ISHARES TR
-$5.8M
90,805
-47%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$5.8M
254,832
-53%
减持
IWD
ISHARES TR
-$5.7M
9,537
-80%
增持
TLT
ISHARES TR
+$5.7M
198,178
+28%
增持
IYW
ISHARES TR
+$5.7M
152,395
+34%
减持
EFA
ISHARES TR
-$5.5M
28,915
-75%
建仓
MGC
VANGUARD WORLD FD
+$5.3M
36,679
减持
IJR
ISHARES TR
-$5.2M
73,017
-43%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$5.1M
173,629
增持
USMV
ISHARES TR
+$5.1M
197,062
+54%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
1,123,404
+3%
增持
PULS
PGIM ETF TR
+$4.9M
424,034
+30%
增持
ITA
ISHARES TR
+$4.8M
50,872
+455%
减持
FLOT
ISHARES TR
-$4.8M
38,481
-71%
增持
OAEM
UNIFIED SER TR
+$4.8M
866,126
+10%
增持
MGK
VANGUARD WORLD FD
+$4.7M
28,679
+339%
增持
XLRE
SELECT SECTOR SPDR TR
+$4.7M
166,921
+308%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$4.7M
126,806
-44%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.7M
198,716
+103%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.7M
186,916
+56%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.6M
80,989
+0%
减持
VTI
VANGUARD INDEX FDS
-$4.6M
87,344
-26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.6M
544,428
+22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.5M
112,309
+41%
清仓
BCI
ABRDN ETFS
-$4.4M
0
-100%
减持
IVW
ISHARES TR
-$4.3M
32,306
-70%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.2M
265,621
-37%
增持
NFLX
NETFLIX INC
+$4.2M
49,515
+13%
减持
DVY
ISHARES TR
-$4.2M
14,177
-71%
增持
MBB
ISHARES TR
+$4.1M
235,071
+20%
减持
EFV
ISHARES TR
-$4.0M
489,012
-19%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.0M
60,548
-59%
清仓
IWO
ISHARES TR
-$4.0M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$4.0M
185,774
-3%
清仓
JNK
SPDR SER TR
-$3.9M
0
-100%
减持
FREL
FIDELITY COVINGTON TRUST
-$3.9M
59,991
-72%
增持
JNJ
JOHNSON & JOHNSON
-$3.9M
199,819
+1%
建仓
SPTI
SPDR SER TR
+$3.8M
132,652
减持
BIL
SPDR SER TR
-$3.8M
354,544
-11%
清仓
XOP
SPDR SER TR
-$3.8M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$3.7M
64,944
+39%
减持
COP
CONOCOPHILLIPS
-$3.7M
107,576
-12%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.7M
126,915
+9%
减持
AGG
ISHARES TR
-$3.6M
150,541
-22%
减持
SJNK
SPDR SER TR
-$3.6M
268,355
-36%
建仓
HYS
PIMCO ETF TR
+$3.5M
38,222
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$3.5M
0
-100%
建仓
SPMD
SPDR SER TR
+$3.5M
78,640
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
160,562
-11%
减持
VBR
VANGUARD INDEX FDS
-$3.4M
42,825
-33%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.3M
25,194
增持
DIS
DISNEY WALT CO
+$3.3M
109,816
+24%
建仓
SHYL
DBX ETF TR
+$3.3M
75,768
增持
AVGO
BROADCOM INC
+$3.3M
35,103
+2%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$3.2M
0
-100%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.2M
62,774
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.1M
48,010
+5%
减持
GILD
GILEAD SCIENCES INC
-$3.1M
80,558
-29%
增持
EUSB
ISHARES TR
+$3.1M
125,341
+124%
增持
XLK
SELECT SECTOR SPDR TR
+$3.0M
104,657
+2%
清仓
SHM
SPDR SER TR
-$3.0M
0
-100%
建仓
PSFF
PACER FDS TR
+$3.0M
128,502
清仓
COMT
ISHARES U S ETF TR
-$2.9M
0
-100%
清仓
VDE
VANGUARD WORLD FDS
-$2.9M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$2.9M
36,043
+18%
增持
NOW
SERVICENOW INC
+$2.9M
22,590
+16%
减持
CVS
CVS HEALTH CORP
-$2.9M
106,507
-8%
增持
SHV
ISHARES TR
+$2.8M
399,403
+6%
增持
MCD
MCDONALDS CORP
+$2.8M
63,308
+12%
清仓
ICVT
ISHARES TR
-$2.8M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$2.8M
338,219
-4%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.8M
112,246
建仓
—
ARISTA NETWORKS INC
+$2.8M
16,564
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
51,654
+46%
增持
PLD
PROLOGIS INC.
+$2.8M
75,173
+28%
增持
PFE
PFIZER INC
-$2.7M
290,618
+2%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$2.7M
0
-100%
增持
ABNB
AIRBNB INC
+$2.7M
32,992
+105%
减持
USB
US BANCORP DEL
-$2.7M
240,456
-8%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$2.7M
143,619
增持
INTU
INTUIT
+$2.7M
20,660
+23%
增持
—
ASML HOLDING N V
+$2.6M
14,462
+10%
增持
—
ACCENTURE PLC IRELAND
+$2.6M
60,623
+10%
减持
LQDH
ISHARES U S ETF TR
-$2.6M
52,573
-36%
增持
FDX
FEDEX CORP
+$2.6M
44,118
+2%
增持
CSCO
CISCO SYS INC
+$2.6M
435,552
+3%
建仓
NTRL
FIRST TR EXCH TRADED FD III
+$2.6M
128,909
增持
SPTM
SPDR SER TR
+$2.6M
96,371
+100%
建仓
AGGY
WISDOMTREE TR
+$2.6M
58,733
减持
NEE
NEXTERA ENERGY INC
-$2.5M
121,670
-15%
减持
MRK
MERCK & CO INC
-$2.5M
232,035
-5%
建仓
CGMU
CAPITAL GROUP FIXED INCOME E
+$2.5M
93,747
增持
ORCL
ORACLE CORP
+$2.5M
188,493
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.5M
101,730
+2%
增持
TXN
TEXAS INSTRS INC
+$2.4M
105,019
+2%
清仓
PFFD
GLOBAL X FDS
-$2.4M
0
-100%
建仓
EMXC
ISHARES INC
+$2.4M
49,498
增持
WMT
WALMART INC
+$2.4M
109,356
+13%
清仓
IWN
ISHARES TR
-$2.4M
0
-100%
建仓
SMIG
ETF SER SOLUTIONS
+$2.4M
103,608
