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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 71
减持 57
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
LQD
ISHARES TR
+$47.5M
446,866
+1491%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$24.6M
772,709
-60%
减持
EFA
ISHARES TR
-$24.2M
209,929
-61%
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
IBD
NORTHERN LTS FD TR IV
+$23.9M
1,417,602
+224%
增持
EFV
ISHARES TR
+$23.5M
720,420
+113%
增持
OAEM
UNIFIED SER TR
+$21.7M
1,695,232
+71%
减持
IUSV
ISHARES TR
-$20.6M
185,707
-57%
减持
IGSB
ISHARES TR
-$20.0M
133,852
-75%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$19.8M
27,467
-93%
减持
MUB
ISHARES TR
-$19.1M
101,535
-64%
增持
AVUV
AMERICAN CENTY ETF TR
+$18.5M
257,782
+271%
增持
AAPL
APPLE INC
+$13.2M
461,237
+3%
增持
ORCL
ORACLE CORP
+$12.8M
252,823
+18%
清仓
—
BLACKROCK INC
-$12.7M
0
-100%
增持
IUSB
ISHARES TR
+$12.5M
1,468,759
+17%
建仓
AVLV
AMERICAN CENTY ETF TR
+$12.3M
187,197
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$11.0M
476,553
+4631%
减持
MSFT
MICROSOFT CORP
-$10.8M
438,455
-2%
减持
VBR
VANGUARD INDEX FDS
-$10.0M
111,217
-37%
建仓
JULU
AIM ETF PRODUCTS TRUST
+$9.9M
380,475
清仓
—
LAM RESEARCH CORP
-$9.7M
0
-100%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$9.6M
156,567
清仓
PJAN
INNOVATOR ETFS TRUST
-$9.3M
0
-100%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$8.9M
189,075
-40%
建仓
LONZ
PIMCO ETF TR
+$8.6M
168,292
增持
META
META PLATFORMS INC
+$8.5M
121,019
+0%
减持
GOOG
ALPHABET INC
-$8.4M
260,375
-8%
减持
GOOGL
ALPHABET INC
-$8.4M
320,006
-5%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$8.3M
384,717
+253%
增持
DGRW
WISDOMTREE TR
+$8.2M
253,843
+53%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.4M
86,691
+2%
增持
JBBB
JANUS DETROIT STR TR
+$7.0M
162,581
+748%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$6.9M
257,763
建仓
PVAL
PUTNAM ETF TRUST
+$6.8M
178,975
减持
HEFA
ISHARES TR
-$6.7M
48,502
-80%
减持
NVDA
NVIDIA CORPORATION
-$6.6M
958,085
-4%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$6.6M
154,627
+707%
减持
TSLA
TESLA INC
+$6.4M
103,796
-1%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$6.3M
0
-100%
增持
SPYV
SPDR SER TR
+$6.3M
152,059
+315%
清仓
ACVF
ETF OPPORTUNITIES TRUST
-$6.1M
0
-100%
增持
GBIL
GOLDMAN SACHS ETF TR
+$6.1M
207,574
+41%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.8M
74,876
-51%
减持
LDP
COHEN & STEERS LTD DURATION
-$5.5M
29,457
-90%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.4M
55,479
-41%
减持
CALF
PACER FDS TR
-$5.4M
181,964
-43%
减持
CRM
SALESFORCE INC
-$5.2M
78,979
-24%
增持
KO
COCA COLA CO
+$5.0M
299,956
+16%
减持
VTEB
VANGUARD MUN BD FDS
-$5.0M
239,639
-30%
增持
ABBV
ABBVIE INC
+$5.0M
170,620
+2%
减持
SHY
ISHARES TR
-$4.9M
33,655
-64%
建仓
TRV
TRAVELERS COMPANIES INC
+$4.9M
20,859
减持
NVO
NOVO-NORDISK A S
-$4.9M
185,087
-2%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$4.8M
64,759
-80%
增持
—
ACCENTURE PLC IRELAND
+$4.8M
75,298
+5%
减持
OAIM
UNIFIED SER TR
+$4.8M
2,456,665
-1%
增持
MA
MASTERCARD INCORPORATED
+$4.7M
80,618
+1%
建仓
FELG
FIDELITY COVINGTON TRUST
+$4.7M
140,829
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.7M
81,969
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.6M
49,238
+5%
清仓
—
LEGG MASON ETF INVT
-$4.5M
0
-100%
减持
IWD
ISHARES TR
-$4.4M
7,959
-77%
增持
GLD
SPDR GOLD TR
+$4.4M
80,734
+14%
减持
VTV
VANGUARD INDEX FDS
+$4.3M
426,940
-2%
增持
SBUX
STARBUCKS CORP
+$4.2M
157,916
+9%
减持
CVX
CHEVRON CORP NEW
-$4.1M
215,300
-6%
增持
TLT
ISHARES TR
+$4.1M
282,976
+10%
增持
JNJ
JOHNSON & JOHNSON
+$4.0M
203,070
+3%
增持
EMXC
ISHARES INC
+$4.0M
373,807
+17%
减持
MOAT
VANECK ETF TRUST
-$3.9M
165,955
-28%
清仓
—
FERGUSON PLC NEW
-$3.9M
0
-100%
增持
NOW
SERVICENOW INC
+$3.9M
26,577
+5%
减持
MRK
MERCK & CO INC
-$3.8M
258,306
-4%
增持
MCD
MCDONALDS CORP
+$3.8M
67,153
+3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.8M
95,320
-47%
增持
SHOP
SHOPIFY INC
+$3.7M
158,383
+17%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.7M
117,186
-0%
减持
VUG
VANGUARD INDEX FDS
-$3.7M
181,524
-8%
增持
AMZN
AMAZON COM INC
-$3.7M
594,202
+0%
减持
SPYG
SPDR SER TR
-$3.6M
123,417
-29%
增持
GOVT
ISHARES TR
+$3.6M
473,212
+42%
建仓
FERG
FERGUSON ENTERPRISES INC
+$3.6M
17,949
减持
OACP
UNIFIED SER TR
+$3.6M
5,361,713
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$3.5M
157,712
-16%
减持
HD
HOME DEPOT INC
+$3.5M
73,168
-4%
建仓
AUGU
AIM ETF PRODUCTS TRUST
+$3.5M
135,335
增持
DHI
D R HORTON INC
+$3.4M
58,847
+6%
增持
QUAL
ISHARES TR
+$3.4M
266,215
+3%
增持
AVGO
BROADCOM INC
+$3.4M
297,114
+897%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$3.4M
73,314
-28%
减持
IEMG
ISHARES INC
-$3.4M
728,819
-14%
增持
SHW
SHERWIN WILLIAMS CO
+$3.3M
35,821
+3%
减持
IVW
ISHARES TR
-$3.3M
481,588
-10%
减持
TIP
ISHARES TR
-$3.2M
8,491
-78%
增持
MSCI
MSCI INC
+$3.2M
17,258
+22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
1,263,521
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$3.2M
174,277
+48%
增持
USB
US BANCORP DEL
+$3.1M
284,832
+14%
减持
—
ASML HOLDING N V
-$3.1M
13,655
-4%
增持
PLD
PROLOGIS INC.
+$3.1M
104,702
+16%
增持
PYPL
PAYPAL HLDGS INC
+$3.1M
107,964
+17%
增持
MRSH
MARSH & MCLENNAN COS INC
+$3.0M
83,853
+13%
建仓
VFLO
VICTORY PORTFOLIOS II
+$3.0M
88,720
建仓
ROE
EA SERIES TRUST
+$3.0M
95,835
增持
NFLX
NETFLIX INC
+$3.0M
51,032
+4%
减持
IYW
ISHARES TR
-$2.9M
118,853
-15%
增持
SPTS
SPDR SER TR
+$2.9M
131,358
+305%
增持
LMT
LOCKHEED MARTIN CORP
+$2.9M
21,385
+4%
增持
SPTM
SPDR SER TR
+$2.9M
82,444
+88%
增持
V
VISA INC
+$2.9M
203,057
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.8M
294,454
+21%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
120,296
+940%
建仓
TBIL
RBB FD INC
+$2.8M
55,205
减持
IVV
ISHARES TR
-$2.8M
274,712
-7%
增持
FLRN
SPDR SER TR
+$2.7M
224,766
+65%
减持
BA
BOEING CO
-$2.7M
65,562
-6%
减持
WMT
WALMART INC
+$2.7M
348,307
-7%
增持
QGRW
WISDOMTREE TR
+$2.7M
113,554
+108%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.7M
63,540
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$2.7M
858,208
+1%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$2.7M
79,253
-49%
减持
SRLN
SSGA ACTIVE ETF TR
-$2.7M
110,108
-37%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.6M
25,848
+137%
增持
ABT
ABBOTT LABS
+$2.6M
163,218
+6%
增持
VB
VANGUARD INDEX FDS
+$2.6M
64,362
+11%
减持
SPEM
SPDR INDEX SHS FDS
-$2.6M
37,775
-66%
减持
PH
PARKER-HANNIFIN CORP
+$2.5M
26,248
-6%
增持
WDAY
WORKDAY INC
+$2.5M
44,324
+19%
增持
IUSG
ISHARES TR
+$2.5M
150,952
+11%
增持
SPDW
SPDR INDEX SHS FDS
+$2.5M
499,972
+8%
增持
DEO
DIAGEO PLC
+$2.5M
59,211
+28%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.5M
44,730
+10%
增持
CWB
SPDR SER TR
+$2.5M
67,636
+79%
减持
BIL
SPDR SER TR
-$2.4M
260,041
-9%
减持
SNPS
SYNOPSYS INC
-$2.4M
11,021
-18%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
+$2.4M
12,863
+766%
减持
USPX
FRANKLIN TEMPLETON ETF TR
-$2.3M
256,433
-20%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.3M
21,469
+17%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.3M
9,830
-55%
减持
—
TRANE TECHNOLOGIES PLC
+$2.3M
38,681
-0%
增持
ZTS
ZOETIS INC
+$2.3M
91,868
+2%
增持
AXP
AMERICAN EXPRESS CO
+$2.3M
49,021
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$2.3M
6,772
-92%
增持
NEE
NEXTERA ENERGY INC
+$2.2M
155,660
+1%
增持
—
CHUBB LIMITED
+$2.2M
47,724
+5%
建仓
QQQE
DIREXION SHS ETF TR
+$2.2M
24,130
减持
DLB
DOLBY LABORATORIES INC
-$2.2M
4,620
-86%
增持
DDWM
WISDOMTREE TR
+$2.2M
111,714
+108%
增持
AGGY
WISDOMTREE TR
+$2.2M
223,767
+22%
