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Atala Financial Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Atala Financial Inc

报告期 2026-03-31 · CIK 2053756

持仓数

117

前50大市值合计

$122.3M

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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 93 项建仓 7增持 36减持 40清仓 10

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$4.4M

120 -99%

增持

AAL AMERICAN AIRLS GROUP INC

+$3.8M

17,048 +14107%

建仓

— BLACKROCK CALIF MUN INCOME T

+$1.1M

98,356

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。

清仓

— BLACKROCK CALIF MUN INCOME T

-$1.1M

0 -100%

增持

GOOGL ALPHABET INC

-$949.1K

30,427 +2%

清仓

— ENDEAVOR GROUP HLDGS INC

-$907.4K

0 -100%

减持

NVDA NVIDIA CORP

-$866.4K

27,829 -4%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$596.1K

20,562 +0%

减持

ORCL ORACLE CORPORATION

-$549.0K

19,840 -1%

增持

DE DEERE & CO

+$495.3K

10,775 +0%

减持

TSLA TESLA INC

-$471.3K

2,823 -6%

增持

— ON HOLDING AG

+$451.6K

34,625 +78%

清仓

XMUIX BLACKROCK MUNICIPAL INCOME

-$397.3K

0 -100%

清仓

LHX L3HARRIS TECHNOLOGIES INC

-$375.8K

0 -100%

增持

NBH NEUBERGER BERMAN MUN FD INC

+$370.6K

42,030 +554%

减持

— PIONEER MUN HIGH INCOME OPPO

-$357.8K

1,880 -94%

增持

ADBE ADOBE INC

+$343.8K

1,961 +114%

减持

TMUS T-MOBILE US INC

+$313.5K

7,486 -2%

增持

GOOG GEHC2518C85

-$310.3K

9,140 +0%

增持

AVGO BROADCOM INC

-$297.0K

5,115 +3%

减持

MRK MERCK & CO INC

-$286.3K

1,248 -69%

增持

AMZN AMAZON COM INC

-$275.8K

12,653 +3%

增持

MSFT MICROSOFT CORP

-$266.7K

9,700 +5%

减持

DIS WALT DISNEY COMPANY

-$252.5K

18,431 -1%

减持

SHOP SHOPIFY INC CL A

-$210.4K

19,321 -0%

减持

IWF ISHARES TR

-$206.9K

2,987 -7%

增持

MELI MERCADOLIBRE INC

+$187.9K

537 +6%

增持

PYPL PAYPAL HOLDINGS INC

+$171.2K

26,875 +45%

减持

AVUS AMERICAN CENTY ETF TR

-$120.3K

13,650 -4%

减持

HD HOME DEPOT INC

-$116.8K

4,508 -1%

增持

MUC BLACKROCK MUNIHLDNGS CALI QL

+$115.7K

260,251 +4%

减持

HIMS HIMS & HERS HEALTH INC

-$111.4K

1,328 -79%

减持

NXT NEXTRACKER INC

+$109.9K

26,371 -4%

减持

IWV ISHARES TR

-$105.3K

3,319 -4%

增持

GEHC GE HEALTHCARE TECHS INC

+$104.7K

22,289 +3%

增持

AVUV AMERICAN CENTY ETF TR

-$102.2K

19,799 +4%

减持

IOO ISHARES TR

-$101.8K

1,848 -33%

增持

— SPOTIFY TECHNOLOGY S A

+$98.2K

883 +2%

增持

VGT VANGUARD INDEX FDS

+$97.9K

334 +147%

清仓

BIO BIO RAD LABS INC CL A

-$87.4K

0 -100%

减持

WIW WESTERN AST INFL LKD OPP & I

+$81.0K

214,693 -2%

增持

AXON AXON ENTERPRISE INC

-$79.7K

1,227 +1%

增持

VTI VANGUARD INDEX FDS

+$79.1K

21,149 +7%

增持

UBER UBER TECHNOLOGIES INC

+$76.2K

1,268 +373%

减持

CPNG COUPANG INC

-$61.7K

816 -78%

增持

CVX CHEVRON CORP NEW

+$58.8K

2,296 +2%

减持

IWD ISHARES TR

-$58.3K

2,324 -13%

建仓

IGPT INVESCO EXCHANGE TRADED FD T

+$48.8K

1,206

减持

ETHA ISHARES ETHEREUM TR

-$47.2K

1,367 -48%

增持

— EXXON MOBIL CORP

+$45.5K

2,994 +4%

减持

VEU VANGUARD INTL EQUITY INDEX F A

-$44.5K

2,854 -25%

清仓

— ASPEN TECHNOLOGY INC NEW

-$44.2K

0 -100%

增持

RBLX ROBLOX CORP CL A

+$41.3K

50,403 +1%

增持

— BLACKROCK MUNIVEST FD II INC

+$41.1K

73,655 +5%

清仓

FPX FIRST TR EXCHANGE-TRADED FD

-$40.0K

0 -100%

增持

— BLACKROCK MUN INCOME QUALITY

+$38.4K

17,261 +27%

增持

— BLACKROCK MUNIHOLDINGS QUALI

+$38.4K

83,827 +5%

增持

IWR ISHARES TR

+$37.6K

14,725 +7%

减持

NAC NUVEEN CA QUALTY MUN INCOME

-$33.6K

140,895 -2%

减持

IWN ISHARES TR

-$33.4K

1,560 -5%

减持

GILD GILEAD SCIENCES INC

+$28.8K

1,935 -5%

建仓

VOO VANGUARD INDEX FDS

+$28.3K

55

建仓

APP APPLOVIN CORP

+$26.5K

100

减持

KYN KAYNE ANDERSON ENERGY INFRST

-$25.8K

35,336 -6%

减持

— BLACKROCK MUN INCOME TR

-$23.7K

147,570 -2%

减持

— EATON CORP PLC

-$22.1K

80 -39%

增持

AVLV AMERICAN CENTY ETF TR

+$21.8K

1,094 +47%

减持

VEA VANGUARD TAX-MANAGED FDS

+$21.1K

17,371 -4%

减持

AMD ADVANCED MICRO DEVICES INC

-$20.9K

438 -20%

减持

OBDC BLUE OWL CAPITAL CORP

-$18.1K

27,093 -1%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$16.3K

2,627 -3%

减持

JPM JPMORGAN CHASE & CO

+$15.0K

3,088 -0%

增持

VO VANGUARD INDEX FDS

-$13.9K

3,198 +0%

减持

TTD THE TRADE DESK INC

-$11.7K

159 -9%

增持

META META PLATFORMS INC CLASS A

+$11.4K

2,462 +2%

减持

XLE SELECT SECTOR SPDR TR

-$10.5K

4,915 -10%

增持

CRM SALESFORCE INC

+$10.3K

7,292 +25%

减持

COIN COINBASE GLOBAL INC

-$10.1K

100 -9%

增持

PANW PALO ALTO NETWORKS

-$9.4K

1,948 +4%

减持

IWO ISHARES TR

-$8.5K

13 -68%

减持

VNQ VANGUARD INDEX FDS

-$7.6K

1,121 -8%

减持

JNJ JOHNSON & JOHNSON

-$6.3K

2,090 -14%

建仓

DGRW WISDOMTREE TR

+$5.8K

72

建仓

FLQL FRANKLIN TEMPLETON ETF TR

+$5.4K

96

减持

SRE SEMPRA

-$4.7K

255 -2%

增持

IVW ISHARES TR

-$4.6K

1,070 +4%

减持

POOL POOL CORP

-$3.2K

82 -5%

建仓

PSI INVESCO EXCHANGE TRADED FD T

+$2.1K

45

增持

MCO MOODY'S CORP

-$1.4K

677 +1%

清仓

SQ BLOCK INC

-$595

0 -100%

清仓

— REVANCE THERAPEUTICS INC

-$441

0 -100%

清仓

ORMP ORAMED PHARMACEUTICALS INC

-$242

0 -100%

增持

IX ORIX CORP

-$55

155 +400%