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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 58
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
OAEM
UNIFIED SER TR
-$21.2M
1,052,043
-38%
增持
TSLA
TESLA INC
+$18.1M
112,095
+8%
减持
IBD
NORTHERN LTS FD TR IV
-$17.6M
704,165
-50%
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
BLK
BLACKROCK INC COM
+$15.2M
14,829
减持
IUSB
ISHARES TR
-$14.9M
1,202,455
-18%
建仓
ELCV
STRATEGY SHS EVENTIDE HIGH DI
+$13.7M
552,376
增持
SPY
SPDR S&P 500 ETF TR
+$13.5M
139,012
+17%
减持
AMZN
AMAZON COM INC
+$13.5M
566,007
-5%
增持
GBDC
GOLUB CAP BDC INC
+$13.4M
983,286
+912%
增持
IWD
ISHARES TR
+$13.1M
78,762
+890%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.0M
74,562
-14%
减持
AVGO
BROADCOM INC
+$12.3M
274,304
-8%
减持
SGOV
ISHARES TR
-$12.1M
78,682
-60%
增持
FFLC
FIDELITY COVINGTON TRUST
+$11.8M
274,086
+1613%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$11.7M
270,059
+802%
增持
IWF
ISHARES TR
+$11.1M
58,576
+77%
减持
BIL
SPDR SER TR
-$11.0M
141,265
-46%
减持
TLT
ISHARES TR
-$10.9M
193,394
-32%
增持
AAPL
APPLE INC
+$10.8M
472,388
+2%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$10.7M
434,488
+990%
增持
VV
VANGUARD INDEX FDS
+$10.7M
82,242
+89%
增持
MTUM
ISHARES TR
+$10.5M
88,099
+132%
减持
PSFF
PACER FDS TR
-$10.4M
49,676
-88%
增持
VOO
VANGUARD INDEX FDS
+$10.4M
178,033
+10%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$10.3M
584,222
+78%
减持
NVDA
NVIDIA CORPORATION
+$10.2M
942,202
-2%
减持
USTB
VICTORY PORTFOLIOS II
-$9.9M
49,572
-80%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$9.6M
0
-100%
减持
NFLX
NETFLIX INC
+$8.9M
50,539
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$8.8M
1,210,431
-4%
减持
NVO
NOVO-NORDISK A S
-$8.6M
156,038
-16%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$8.5M
76,776
增持
CRM
SALESFORCE INC
+$8.0M
88,528
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.8M
43,628
-11%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$7.5M
450,885
-22%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.5M
125,065
+1106%
增持
IWM
ISHARES TR
+$7.3M
51,602
+179%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.3M
44,079
+348%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$7.2M
6,039
-96%
减持
MINT
PIMCO ETF TR
-$7.1M
7,931
-90%
减持
V
VISA INC
+$7.1M
199,071
-2%
清仓
PULS
PGIM ETF TR
-$7.0M
0
-100%
减持
FLTR
VANECK ETF TRUST
-$7.0M
8,906
-97%
清仓
FLRN
SPDR SER TR
-$6.9M
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$6.9M
164,792
+344%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.8M
139,915
-33%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.8M
68,448
-66%
减持
JPM
JPMORGAN CHASE & CO.
+$6.8M
263,442
-1%
增持
DG
DOLLAR GEN CORP NEW
+$6.7M
107,689
+542%
增持
LONZ
PIMCO ETF TR
+$6.7M
299,886
+78%
减持
GOOGL
ALPHABET INC
+$6.6M
315,436
-1%
清仓
—
ARISTA NETWORKS INC
-$6.5M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$6.5M
328,958
+58%
减持
MSFT
MICROSOFT CORP
-$6.5M
432,235
-1%
建仓
RECS
COLUMBIA ETF TR I
+$6.4M
184,511
减持
MRK
MERCK & CO INC
-$6.0M
234,776
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$5.9M
103,846
+29%
建仓
TLTW
ISHARES TR
+$5.8M
244,913
减持
MOAT
VANECK ETF TRUST
-$5.7M
111,881
-33%
减持
GOOG
ALPHABET INC
+$5.5M
257,542
-1%
增持
SHOP
SHOPIFY INC
+$5.3M
168,825
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.2M
251,651
+499%
增持
EFA
ISHARES TR
+$5.1M
299,901
+43%
减持
LEN
LENNAR CORP
-$5.0M
90,796
-2%
减持
SHYG
ISHARES TR
-$4.9M
769,424
-11%
减持
SPYM
SPDR SER TR
-$4.9M
208,829
-27%
减持
IGSB
ISHARES TR
-$4.8M
43,230
-68%
减持
ELV
ELEVANCE HEALTH INC
-$4.8M
14,651
-25%
减持
PLD
PROLOGIS INC.
-$4.7M
80,170
-23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.7M
160,775
+112%
减持
VUG
VANGUARD INDEX FDS
+$4.7M
181,336
-0%
建仓
ILCG
ISHARES TR
+$4.6M
50,808
减持
COWZ
PACER FDS TR
-$4.5M
359,787
-16%
建仓
UWM
PROSHARES TR
+$4.5M
107,114
减持
ADBE
ADOBE INC
-$4.5M
47,738
-4%
增持
DVY
ISHARES TR
+$4.5M
36,680
+1295%
增持
DBMF
LITMAN GREGORY FDS TR
+$4.4M
180,842
+1418%
减持
VTV
VANGUARD INDEX FDS
-$4.4M
414,315
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
148,736
+3%
减持
KO
COCA COLA CO
-$4.3M
277,331
-8%
增持
OACP
UNIFIED SER TR
-$4.3M
5,389,804
+1%
增持
VFLO
VICTORY PORTFOLIOS II
+$4.1M
208,375
+135%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$4.1M
56,992
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$4.1M
575,599
-26%
增持
OALC
UNIFIED SER TR
+$4.1M
2,374,936
+5%
建仓
TAFI
AB ACTIVE ETFS INC
+$4.1M
162,622
减持
REGN
REGENERON PHARMACEUTICALS
-$4.0M
6,637
-20%
增持
VTI
VANGUARD INDEX FDS
+$4.0M
109,729
+12%
减持
EFV
ISHARES TR
-$3.9M
716,246
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.7M
183,154
+43%
增持
SEIX
VIRTUS ETF TR II
+$3.7M
195,795
+359%
减持
LQD
ISHARES TR
-$3.7M
438,287
-2%
减持
PEP
PEPSICO INC
-$3.7M
101,533
-10%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.7M
696,333
-4%
增持
HDV
ISHARES TR
+$3.6M
111,228
+48%
减持
BILS
SPDR SER TR
-$3.6M
4,859
-88%
增持
BSV
VANGUARD BD INDEX FDS
+$3.6M
299,711
+21%
减持
KLAC
KLA CORP
-$3.6M
7,450
-30%
减持
HSY
HERSHEY CO
-$3.5M
20,801
-44%
减持
AMGN
AMGEN INC
-$3.5M
44,612
-5%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.5M
42,321
+382%
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$3.5M
139,002
增持
SPYG
SPDR SER TR
+$3.4M
155,520
+26%
减持
AMT
AMERICAN TOWER CORP NEW
-$3.4M
38,031
-15%
减持
QVOY
ULTIMUS MANAGERS TR
-$3.3M
26,170
-82%
增持
LLY
ELI LILLY & CO
-$3.2M
48,611
+6%
增持
META
META PLATFORMS INC
+$3.2M
123,773
+2%
增持
DIS
DISNEY WALT CO
+$3.2M
159,643
+5%
增持
IWO
ISHARES TR
+$3.2M
13,732
+386%
增持
DGRW
WISDOMTREE TR
+$3.1M
299,433
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.1M
70,677
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.1M
23,947
+12%
增持
JNJ
JOHNSON & JOHNSON
-$3.1M
206,260
+2%
减持
WMT
WALMART INC
+$3.1M
345,338
-1%
增持
IEMG
ISHARES INC
-$3.0M
743,274
+2%
增持
MA
MASTERCARD INCORPORATED
+$3.0M
81,351
+1%
减持
CDW
CDW CORP
-$3.0M
9,580
-54%
减持
QUAL
ISHARES TR
-$3.0M
251,237
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.9M
636,355
-2%
减持
STIP
ISHARES TR
-$2.9M
3,766
-88%
减持
SBUX
STARBUCKS CORP
-$2.9M
137,070
-13%
增持
IAU
ISHARES GOLD TR
+$2.9M
126,471
+85%
增持
OASC
UNIFIED SER TR
+$2.9M
308,422
+55%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.8M
112,466
+50%
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$2.8M
129,957
减持
AVUV
AMERICAN CENTY ETF TR
-$2.8M
227,027
-12%
减持
SRLN
SSGA ACTIVE ETF TR
-$2.8M
43,109
-61%
增持
DHI
D R HORTON INC
-$2.8M
60,303
+2%
建仓
RUNN
STRATEGIC TRUST
+$2.8M
85,275
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.8M
63,954
+16%
减持
NKE
NIKE INC
-$2.8M
57,067
-29%
减持
FICO
FAIR ISAAC CORP
-$2.8M
4,274
-26%
清仓
TBIL
RBB FD INC
-$2.8M
0
-100%
减持
NOW
SERVICENOW INC
+$2.8M
25,026
-6%
减持
—
ASML HOLDING N V
-$2.7M
12,469
-9%
清仓
PVI
INVESCO EXCH TRADED FD TR II
-$2.7M
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.7M
128,959
+931%
减持
—
EXXON MOBIL CORP
-$2.7M
232,136
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.7M
41,572
-25%
清仓
BCE
BCE INC
-$2.7M
0
-100%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.6M
34,354
减持
VTEB
VANGUARD MUN BD FDS
-$2.6M
191,648
-20%
增持
HON
HONEYWELL INTL INC
+$2.6M
86,520
+6%
减持
CCI
CROWN CASTLE INC
-$2.6M
37,333
-26%
减持
DHR
DANAHER CORPORATION
-$2.6M
38,763
-7%
增持
ABBV
ABBVIE INC
-$2.6M
174,857
+2%
增持
IVE
ISHARES TR
+$2.6M
124,948
+16%
减持
XLP
SELECT SECTOR SPDR TR
-$2.6M
65,666
-30%
建仓
IWV
ISHARES TR
+$2.6M
7,760
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.6M
25,027
-27%
