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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 25
增持 66
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$69.3M
390,995
-70%
增持
IWM
ISHARES TR
+$40.3M
269,465
+586%
减持
SHV
ISHARES TR
-$34.8M
78,571
-80%
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
OAIM
UNIFIED SER TR
-$27.3M
2,398,506
-23%
增持
IVV
ISHARES TR
+$17.1M
377,573
+16%
增持
TPHD
TIMOTHY PLAN
+$15.9M
597,115
+693%
减持
AAPL
APPLE INC
-$14.7M
471,323
-4%
增持
TFLO
ISHARES TR
+$12.8M
431,674
+140%
增持
EFV
ISHARES TR
+$11.7M
724,974
+49%
减持
FALN
ISHARES TR
-$10.9M
50,791
-89%
减持
GOVT
ISHARES TR
-$10.7M
216,566
-68%
减持
FVC
FIRST TR EXCHANGE-TRADED FD
-$10.3M
124,273
-71%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$9.6M
556,269
增持
VUG
VANGUARD INDEX FDS
+$9.4M
180,754
+28%
增持
MSFT
MICROSOFT CORP
-$9.1M
413,671
+1%
建仓
VDE
VANGUARD WORLD FDS
+$8.9M
70,428
减持
QQQ
INVESCO QQQ TR
-$8.9M
132,070
-13%
增持
USPX
FRANKLIN TEMPLETON ETF TR
+$8.7M
306,231
+332%
减持
IYW
ISHARES TR
-$8.3M
89,797
-45%
增持
IVW
ISHARES TR
+$8.2M
174,908
+231%
清仓
AMAX
STARBOARD INVT TR
-$8.1M
0
-100%
增持
SGOV
ISHARES TR
+$8.0M
193,415
+70%
建仓
VV
VANGUARD INDEX FDS
+$7.8M
39,949
清仓
PAUG
INNOVATOR ETFS TR
-$7.4M
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$7.0M
122,794
+24%
增持
TIP
ISHARES TR
+$6.8M
90,693
+277%
建仓
VFH
VANGUARD WORLD FDS
+$6.7M
83,025
减持
QUAL
ISHARES TR
-$6.6M
253,950
-15%
减持
SPSB
SPDR SER TR
-$6.6M
88,504
-72%
减持
COWZ
PACER FDS TR
-$6.5M
131,106
-52%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$6.5M
71,213
增持
PULS
PGIM ETF TR
+$6.1M
231,712
+115%
减持
EFG
ISHARES TR
-$6.1M
302,750
-10%
建仓
VHT
VANGUARD WORLD FDS
+$5.9M
25,227
增持
VOX
VANGUARD WORLD FDS
+$5.9M
76,131
+287%
建仓
PTLC
PACER FDS TR
+$5.9M
147,726
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$5.6M
165,172
+379%
增持
LVHI
LEGG MASON ETF INVT
+$5.5M
520,729
+64%
增持
IJH
ISHARES TR
+$5.5M
46,222
+102%
清仓
CDC
VICTORY PORTFOLIOS II
-$5.3M
0
-100%
增持
SHY
ISHARES TR
+$5.2M
130,096
+97%
增持
VGT
VANGUARD WORLD FDS
+$5.1M
22,547
+136%
清仓
LQDI
ISHARES U S ETF TR
-$5.1M
0
-100%
减持
ESGU
ISHARES TR
-$5.1M
145,012
-25%
建仓
ICVT
ISHARES TR
+$5.1M
68,858
减持
TLH
ISHARES TR
-$5.1M
57,258
-41%
建仓
VPU
VANGUARD WORLD FDS
+$5.0M
39,498
增持
CWB
SPDR SER TR
+$5.0M
118,275
+173%
增持
AMGN
AMGEN INC
+$5.0M
51,181
+29%
增持
GOOGL
ALPHABET INC
+$4.9M
320,128
+4%
建仓
TPSC
TIMOTHY PLAN
+$4.9M
157,882
增持
CVX
CHEVRON CORP NEW
+$4.8M
202,353
+9%
增持
VIS
VANGUARD WORLD FDS
+$4.8M
33,689
+290%
清仓
LQDH
ISHARES U S ETF TR
-$4.8M
0
-100%
增持
VCR
VANGUARD WORLD FDS
+$4.8M
23,944
+302%
增持
GOOG
ALPHABET INC
+$4.6M
270,523
+5%
增持
VDC
VANGUARD WORLD FDS
+$4.6M
42,979
+159%
增持
VNQ
VANGUARD INDEX FDS
+$4.6M
77,397
+409%
增持
VAW
VANGUARD WORLD FDS
+$4.6M
38,233
+245%
建仓
AVUV
AMERICAN CENTY ETF TR
+$4.5M
57,799
减持
RTX
RTX CORPORATION
-$4.5M
82,351
-22%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$4.3M
272,576
+368%
增持
NVO
NOVO-NORDISK A S
+$4.3M
172,417
+146%
减持
IEMG
ISHARES INC
-$4.2M
553,616
-11%
建仓
SMH
VANECK ETF TRUST
+$4.0M
27,792
清仓
TPLC
TIMOTHY PLAN
-$4.0M
0
-100%
清仓
HYMB
SPDR SER TR
-$4.0M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.8M
561,413
+13%
清仓
GDMA
EA SERIES TRUST
-$3.8M
0
-100%
增持
BIL
SPDR SER TR
+$3.8M
384,165
+12%
增持
—
EXXON MOBIL CORP
+$3.7M
184,801
+10%
增持
IEFA
ISHARES TR
+$3.6M
369,671
+24%
增持
ABBV
ABBVIE INC
+$3.6M
158,232
+7%
建仓
—
LEGG MASON ETF INVT
+$3.6M
185,752
减持
MBB
ISHARES TR
-$3.6M
215,880
-11%
建仓
DBEF
DBX ETF TR
+$3.5M
101,093
建仓
TDTF
FLEXSHARES TR
+$3.4M
149,436
增持
COP
CONOCOPHILLIPS
+$3.4M
115,855
+15%
增持
NFLX
NETFLIX INC
-$3.4M
57,348
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.3M
83,271
+4%
减持
DG
DOLLAR GEN CORP NEW
-$3.3M
26,062
-27%
增持
LONZ
PIMCO ETF TR
+$3.3M
136,347
+89%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.3M
92,742
-6%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$3.3M
1,520,844
+12%
增持
OXY
OCCIDENTAL PETE CORP
+$3.2M
92,548
+96%
建仓
SPHY
SPDR SER TR
+$3.2M
141,362
减持
IUSG
ISHARES TR
-$3.1M
55,565
-35%
增持
JPM
JPMORGAN CHASE & CO
+$3.1M
270,852
+9%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
316,245
+11%
减持
BLV
VANGUARD BD INDEX FDS
-$3.0M
84,530
-27%
减持
FDX
FEDEX CORP
-$3.0M
34,359
-30%
减持
AVGO
BROADCOM INC
-$2.9M
29,644
-7%
增持
JAAA
JANUS DETROIT STR TR
+$2.9M
352,015
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
86,525
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.8M
41,270
+19%
增持
LLY
ELI LILLY & CO
+$2.8M
38,830
+1%
增持
META
META PLATFORMS INC
+$2.8M
127,683
+3%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$2.8M
121,508
+144%
清仓
ULST
SSGA ACTIVE ETF TR
-$2.7M
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$2.7M
59,095
+46%
减持
CCI
CROWN CASTLE INC
-$2.7M
78,301
-10%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.6M
110,812
+31%
增持
SHYG
ISHARES TR
+$2.6M
331,062
+25%
增持
IWF
ISHARES TR
+$2.5M
30,760
+50%
减持
NEE
NEXTERA ENERGY INC
-$2.5M
115,189
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.5M
321,366
-7%
增持
ADBE
ADOBE INC
+$2.5M
54,452
+5%
减持
TXN
TEXAS INSTRS INC
-$2.4M
88,130
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.4M
174,090
-21%
减持
BIV
VANGUARD BD INDEX FDS
-$2.3M
142,586
-15%
减持
NUE
NUCOR CORP
-$2.3M
14,251
-48%
清仓
BF/B
BROWN FORMAN CORP
-$2.2M
0
-100%
增持
IOO
ISHARES TR
+$2.2M
70,584
+83%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.2M
38,855
-2%
清仓
VICI
VICI PPTYS INC
-$2.2M
0
-100%
减持
NKE
NIKE INC
-$2.2M
126,602
-2%
增持
OACP
UNIFIED SER TR
-$2.2M
4,582,796
+2%
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.1M
51,804
减持
JNJ
JOHNSON & JOHNSON
-$2.1M
206,796
-0%
增持
TLT
ISHARES TR
-$2.1M
265,103
+7%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.1M
42,757
-46%
建仓
NEAR
ISHARES U S ETF TR
+$2.1M
41,905
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$2.0M
168,535
+59%
增持
MRK
MERCK & CO INC
-$2.0M
245,567
+4%
清仓
STPZ
PIMCO ETF TR
-$2.0M
0
-100%
减持
ABT
ABBOTT LABS
-$2.0M
130,657
-3%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.0M
13,651
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$2.0M
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$2.0M
15,752
-61%
清仓
MOAT
VANECK ETF TRUST
-$2.0M
0
-100%
增持
MCD
MCDONALDS CORP
-$1.9M
60,679
+1%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.9M
0
-100%
减持
MINT
PIMCO ETF TR
-$1.9M
11,116
-63%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.9M
210,206
+127%
减持
ICSH
ISHARES TR
-$1.9M
165,979
-18%
清仓
IWY
ISHARES TR
-$1.9M
0
-100%
增持
MUB
ISHARES TR
+$1.9M
71,384
+40%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
144,563
-10%
清仓
HYLB
DBX ETF TR
-$1.9M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
1,226,436
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
61,056
+34%
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
35,033
建仓
SPSM
SPDR SER TR
+$1.8M
48,993
清仓
—
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$1.8M
437,732
+3%
建仓
XONE
BONDBLOXX ETF TRUST
+$1.8M
36,239
减持
HCA
HCA HEALTHCARE INC
-$1.8M
9,315
-31%
建仓
VOT
VANGUARD INDEX FDS
+$1.8M
9,104
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.7M
10,848
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.7M
44,825
