小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 92
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$39.8M
105,761
-6%
建仓
DYNF
BLACKROCK ETF TRUST
+$35.4M
797,939
增持
VOO
VANGUARD INDEX FDS
+$30.7M
189,852
+37%
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
BIL
SPDR SER TR
-$28.6M
284,251
-52%
增持
MSFT
MICROSOFT CORP
+$21.7M
443,736
+1%
增持
AMZN
AMAZON COM INC
+$20.6M
616,798
+3%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$19.8M
0
-100%
增持
IVE
ISHARES TR
+$18.7M
133,546
+272%
增持
IUSB
ISHARES TR
+$18.0M
1,414,878
+40%
减持
OAEM
UNIFIED SER TR
-$16.6M
1,010,318
-37%
减持
META
META PLATFORMS INC
+$13.2M
123,429
-7%
减持
ESGU
ISHARES TR
-$12.7M
28,628
-81%
增持
LLY
ELI LILLY & CO
+$12.6M
47,850
+13%
增持
OALC
UNIFIED SER TR
+$12.6M
2,445,018
+12%
减持
TFLO
ISHARES TR
-$12.5M
189,701
-57%
增持
IVW
ISHARES TR
+$12.4M
369,995
+48%
减持
IVV
ISHARES TR
-$10.8M
349,626
-14%
减持
OEF
ISHARES TR
-$10.4M
4,816
-91%
增持
HEFA
ISHARES TR
+$10.2M
339,631
+538%
增持
OAIM
UNIFIED SER TR
+$10.1M
2,744,645
+7%
增持
DIS
DISNEY WALT CO
+$9.3M
154,530
+45%
减持
SPY
SPDR S&P 500 ETF TR
-$9.3M
140,237
-19%
建仓
PJAN
INNOVATOR ETFS TRUST
+$9.1M
231,996
增持
NFLX
NETFLIX INC
+$8.4M
54,682
+7%
增持
GBIL
GOLDMAN SACHS ETF TR
+$8.3M
162,249
+99%
清仓
BAUG
INNOVATOR ETFS TR
-$8.2M
0
-100%
增持
SHYG
ISHARES TR
+$8.2M
859,052
+28%
增持
MRK
MERCK & CO INC
+$8.1M
271,853
+7%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.1M
232,861
增持
VTV
VANGUARD INDEX FDS
+$8.0M
449,819
+3%
减持
TPHD
TIMOTHY PLAN
-$8.0M
366,258
-43%
增持
OACP
UNIFIED SER TR
+$7.8M
5,599,635
+8%
增持
AAPL
APPLE INC
-$7.7M
492,777
+3%
增持
VUG
VANGUARD INDEX FDS
+$7.6M
196,392
+2%
增持
EMXC
ISHARES INC
+$7.6M
260,508
+94%
增持
IEFA
ISHARES TR
+$7.2M
546,952
+15%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$7.1M
160,333
增持
—
EXXON MOBIL CORP
+$7.1M
217,020
+19%
减持
BIV
VANGUARD BD INDEX FDS
-$7.0M
196,051
-31%
增持
IUSV
ISHARES TR
+$6.9M
444,218
+13%
减持
EFV
ISHARES TR
-$6.9M
490,462
-24%
增持
ABBV
ABBVIE INC
+$6.8M
177,504
+8%
增持
SPYG
SPDR SER TR
+$6.7M
169,661
+93%
减持
JPM
JPMORGAN CHASE & CO
+$6.7M
268,340
-3%
增持
CRM
SALESFORCE INC
+$6.6M
104,966
+10%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$6.5M
1,587,497
+24%
增持
IGSB
ISHARES TR
+$6.4M
421,409
+42%
增持
V
VISA INC
+$6.3M
197,399
+5%
减持
LQD
ISHARES TR
-$6.3M
61,018
-48%
建仓
LDP
COHEN & STEERS LTD DURATION
+$6.3M
314,040
减持
ADBE
ADOBE INC
-$6.3M
53,846
-4%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$6.3M
196,065
建仓
BINC
BLACKROCK ETF TRUST II
+$6.2M
119,076
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
1,263,847
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.9M
87,507
+1%
增持
VTI
VANGUARD INDEX FDS
+$5.7M
126,943
+10%
增持
GOOGL
ALPHABET INC
+$5.7M
342,892
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
115,175
+18%
减持
IEMG
ISHARES INC
-$5.4M
646,332
-16%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.3M
278,125
+86%
增持
QCOM
QUALCOMM INC
+$5.2M
109,956
+18%
减持
TLT
ISHARES TR
-$5.1M
296,861
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.1M
46,618
+13%
增持
ORCL
ORACLE CORP
+$5.0M
199,214
+5%
增持
SPSB
SPDR SER TR
+$4.9M
265,100
+166%
增持
CVX
CHEVRON CORP NEW
+$4.9M
232,645
+9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.8M
163,350
-28%
增持
HD
HOME DEPOT INC
+$4.8M
72,399
+9%
增持
SHY
ISHARES TR
+$4.7M
128,815
+82%
增持
GOVT
ISHARES TR
+$4.7M
349,497
+148%
增持
QUAL
ISHARES TR
+$4.7M
265,125
+0%
增持
NVO
NOVO-NORDISK A S
+$4.7M
180,137
+1%
建仓
TPSC
TIMOTHY PLAN
+$4.6M
124,253
增持
PG
PROCTER AND GAMBLE CO
+$4.5M
178,718
+7%
减持
LVHI
LEGG MASON ETF INVT
-$4.4M
212,074
-45%
减持
VYMI
VANGUARD WHITEHALL FDS
-$4.3M
111,598
-38%
增持
DGRO
ISHARES TR
+$4.3M
460,907
+11%
建仓
VPU
VANGUARD WORLD FD
+$4.3M
30,261
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$4.2M
100,483
增持
CAT
CATERPILLAR INC
+$4.2M
45,729
+8%
减持
USMV
ISHARES TR
-$4.2M
86,369
-41%
增持
XLE
SELECT SECTOR SPDR TR
+$4.2M
130,838
+34%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.2M
80,966
-4%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
27,723
+13%
清仓
FVC
FIRST TR EXCHANGE-TRADED FD
-$4.1M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$4.1M
81,120
-1%
减持
—
EATON CORP PLC
+$4.0M
59,375
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.0M
673,410
+15%
增持
VOX
VANGUARD WORLD FD
+$4.0M
62,430
+75%
建仓
MLPX
GLOBAL X FDS
+$4.0M
81,407
减持
AVGO
BROADCOM INC
+$3.9M
28,183
-6%
增持
GOOG
ALPHABET INC
+$3.9M
288,625
+2%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.8M
121,199
+211%
建仓
VDC
VANGUARD WORLD FD
+$3.8M
18,816
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$3.8M
673,602
+18%
增持
FANG
DIAMONDBACK ENERGY INC
+$3.8M
29,845
+119%
减持
IWD
ISHARES TR
-$3.8M
27,821
-48%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$3.7M
231,771
增持
PGR
PROGRESSIVE CORP
+$3.7M
66,168
+6%
增持
ITB
ISHARES TR
+$3.6M
44,931
+184%
增持
HDV
ISHARES TR
+$3.6M
77,924
+58%
增持
C
CITIGROUP INC
+$3.6M
251,385
+5%
建仓
COO
COOPER COS INC
+$3.5M
34,903
增持
WMT
WALMART INC
+$3.5M
373,074
+211%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.5M
189,712
+60%
增持
IYW
ISHARES TR
+$3.5M
138,173
+12%
增持
VHT
VANGUARD WORLD FD
+$3.5M
17,206
+273%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.5M
78,945
-26%
增持
TSLA
TESLA INC
-$3.5M
102,280
+18%
清仓
—
COOPER COS INC
-$3.5M
0
-100%
清仓
USIG
ISHARES TR
-$3.4M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.4M
52,736
+43%
增持
WFC
WELLS FARGO CO NEW
+$3.4M
258,834
+10%
增持
CALF
PACER FDS TR
+$3.4M
172,678
+63%
增持
—
CRH PLC
+$3.4M
56,665
+162%
建仓
PAAA
PGIM ETF TR
+$3.3M
65,694
增持
IUSG
ISHARES TR
+$3.3M
83,266
+35%
增持
DHI
D R HORTON INC
+$3.3M
61,729
+36%
增持
EFG
ISHARES TR
+$3.2M
216,251
+9%
增持
SLQD
ISHARES TR
+$3.1M
126,429
+99%
增持
XLF
SELECT SECTOR SPDR TR
+$3.0M
164,228
+59%
增持
VBR
VANGUARD INDEX FDS
+$3.0M
206,981
+1%
增持
BND
VANGUARD BD INDEX FDS
+$3.0M
213,658
+25%
增持
CI
THE CIGNA GROUP
+$2.8M
22,911
+25%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.8M
156,017
+74%
增持
PH
PARKER-HANNIFIN CORP
+$2.8M
24,714
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
51,904
+16%
减持
SPTM
SPDR SER TR
-$2.8M
44,100
-54%
建仓
LNT
ALLIANT ENERGY CORP
+$2.8M
54,784
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.7M
387,998
+8%
建仓
MOG/A
MOOG INC
+$2.7M
17,109
减持
INTC
INTEL CORP
-$2.7M
143,081
-20%
增持
AXP
AMERICAN EXPRESS CO
+$2.7M
52,317
+6%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$2.7M
13,791
清仓
LGLV
SPDR SER TR
-$2.6M
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$2.6M
24,810
-57%
增持
SMH
VANECK ETF TRUST
+$2.6M
17,161
+136%
减持
JAAA
JANUS DETROIT STR TR
-$2.6M
263,166
-17%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
116,507
+9%
减持
PYPL
PAYPAL HLDGS INC
-$2.6M
89,149
-36%
增持
IXUS
ISHARES TR
+$2.5M
160,374
+24%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.5M
38,676
+1%
增持
BAC
BANK AMERICA CORP
+$2.5M
436,444
+4%
增持
PEP
PEPSICO INC
+$2.5M
120,105
+10%
减持
—
ASML HOLDING N V
+$2.5M
13,653
-4%
增持
GM
GENERAL MTRS CO
+$2.4M
252,561
+1%
增持
MTUM
ISHARES TR
+$2.4M
41,234
+22%
增持
EMR
EMERSON ELEC CO
+$2.4M
50,626
+48%
建仓
—
FLEX LTD
+$2.4M
83,844
增持
VDE
VANGUARD WORLD FD
+$2.4M
33,657
+94%
