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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 35
减持 19
清仓 92
方向
标的
Δ市值
现股数(环比)
清仓
AAL
AMERICAN AIRLS GROUP INC
-$3.8M
0
-100%
增持
AAPL
APPLE INC
+$2.7M
13,070
+10792%
减持
RBLX
ROBLOX CORP CL A
+$2.3M
50,257
-0%
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
DHR
DANAHER CORP
+$2.2M
18,210
+21579%
清仓
DIS
WALT DISNEY COMPANY
-$1.8M
0
-100%
减持
NVDA
NVIDIA CORP
+$1.4M
27,804
-0%
增持
MSFT
MICROSOFT CORP
+$1.3M
9,881
+2%
增持
ADBE
ADOBE INC
+$1.1M
4,881
+149%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$1.1M
20,200
-81%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
22,595
+7%
增持
GOOGL
ALPHABET INC
+$1.0M
32,522
+7%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$844.1K
78,556
-46%
增持
AMZN
AMAZON COM INC
+$823.4K
14,735
+16%
增持
META
META PLATFORMS INC CLASS A
+$685.9K
2,854
+16%
增持
MELI
MERCADOLIBRE INC
+$558.2K
614
+14%
减持
AVGO
BROADCOM INC
+$527.1K
5,021
-2%
清仓
FICO
FAIR ISAAC INC
-$473.9K
0
-100%
增持
SHOP
SHOPIFY INC CL A
+$443.0K
19,859
+3%
减持
DE
DEERE & CO
+$401.4K
10,735
-0%
增持
NXT
NEXTRACKER INC
+$396.2K
27,727
+5%
增持
—
BLACKROCK MUN INCOME QUALITY
+$385.1K
54,088
+213%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$367.0K
108,930
-23%
增持
PYPL
PAYPAL HOLDINGS INC
+$359.4K
28,457
+6%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$354.1K
59,480
-34%
建仓
VTV
VANGUARD INDEX FDS
+$341.8K
1,934
增持
—
ON HOLDING AG
+$335.3K
35,617
+3%
增持
—
BLACKROCK MUNIVEST FD II INC
+$327.9K
107,214
+46%
减持
—
BLACKROCK MUNIHOLDINGS QUALI
-$325.7K
53,503
-36%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$318.1K
15,000
-67%
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$310.4K
8,843
增持
—
BLACKROCK CALIF MUN INCOME T
+$294.9K
127,180
+29%
清仓
PEP
PEPSICO INCORPORATED
-$284.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$272.6K
926
-14%
减持
TMUS
T-MOBILE US INC
-$252.0K
7,323
-2%
增持
VEEV
VEEVA SYSTEMS INC CL A
+$250.6K
953
+825%
增持
—
SPOTIFY TECHNOLOGY S A
+$228.4K
931
+5%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$227.4K
11,095
减持
XLE
SELECT SECTOR SPDR TR
-$211.2K
2,925
-40%
清仓
ERIE
ERIE INDEMNITY CO CL A
-$209.5K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$203.9K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$198.6K
907
+21%
增持
GOOG
GEHC2518C85
+$195.0K
9,157
+0%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$191.7K
0
-100%
清仓
MMM
3M CO
-$191.1K
0
-100%
增持
IOO
ISHARES TR
+$187.3K
3,388
+83%
增持
FDX
FEDEX CORPORATION
+$183.4K
2,186
+70%
增持
CRM
SALESFORCE INC
+$181.5K
7,845
+8%
增持
TSLA
TESLA INC
+$178.4K
2,879
+2%
增持
VGT
VANGUARD INDEX FDS
+$173.9K
536
+60%
清仓
VEU
VANGUARD INTL EQUITY INDEX F A
-$173.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$167.1K
2,405
+26%
清仓
OEF
ISHARES TR
-$160.1K
0
-100%
建仓
XRMMX
RIVERNORTH MANAGED DURATION
+$147.6K
11,003
增持
IVV
ISHARES TR
+$147.4K
337
+206%
清仓
DUK
DUKE ENERGY CORP
-$146.6K
0
-100%
清仓
EMR
EMERSON ELECTRIC CO
-$146.3K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$137.0K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$136.4K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$133.1K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$130.5K
0
-100%
清仓
AME
AMETEK INC NEW
-$128.9K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$126.7K
0
-100%
清仓
BCPC
BALCHEM CORP
-$125.7K
0
-100%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$124.9K
257,309
-1%
清仓
DHI
D R HORTON INC
-$122.4K
0
-100%
清仓
EBAY
EBAY INC
-$120.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$113.0K
17,482
+1%
清仓
MRK
MERCK & CO INC
-$112.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$109.7K
1,078
+64%
清仓
PAGP
PLAINS GP HLDGS L P
-$104.1K
0
-100%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$103.8K
0
-100%
清仓
IDXX
IDEXX LABORATORIES INC
-$103.3K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$101.5K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$101.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$101.3K
4,243
+42%
增持
AVUV
AMERICAN CENTY ETF TR
+$101.1K
20,067
+1%
清仓
IVW
ISHARES TR
-$99.4K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$98.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$92.4K
0
-100%
减持
IWR
ISHARES TR
+$90.1K
14,614
-1%
清仓
HIO
WESTERN ASSET HIGH INCOME OP
-$85.6K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$83.7K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$82.0K
0
-100%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$80.4K
0
-100%
清仓
BKH
BLACK HILLS CORP
-$79.3K
0
-100%
清仓
ADP
AUTOZONE INC
-$78.6K
0
-100%
增持
NBH
NEUBERGER BERMAN MUN FD INC
+$75.0K
52,094
+24%
清仓
VVV
VALVOLINE INC
-$74.5K
0
-100%
清仓
BKNG
BOOKING HLDGS INC
-$73.7K
0
-100%
清仓
STIP
ISHARES TR
-$71.8K
0
-100%
清仓
AVLV
AMERICAN CENTY ETF TR
-$71.5K
0
-100%
清仓
EFA
ISHARES TR
-$68.9K
0
-100%
清仓
INTU
INTUIT INC
-$68.2K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$67.9K
0
-100%
清仓
ABBV
ABBVIE INC
-$67.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS
+$66.8K
1,952
+0%
清仓
FISV
FISERV INC
-$66.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$63.9K
3,184
-0%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$62.3K
36,908
+23%
清仓
ZTS
ZOETIS INC
-$60.9K
0
-100%
清仓
LPLA
LPL FINANCIAL HOLDINGS INC
-$58.9K
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GRP
-$58.0K
0
-100%
减持
—
BLACKROCK MUN INCOME TR
-$55.3K
146,570
-1%
清仓
SYK
STRYKER CORP
-$54.7K
0
-100%
清仓
ROL
ROLLINS INC
-$54.7K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$54.3K
0
-100%
清仓
FCBC
FIRST CMNTY BANKSHARES INC V
-$53.5K
0
-100%
清仓
WSO
WATSCO INC
-$52.4K
0
-100%
清仓
GSK
GSK PLC
-$51.8K
0
-100%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$51.6K
31,586
-11%
清仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$49.4K
0
-100%
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$48.8K
0
-100%
清仓
EFX
EQUIFAX INC
-$47.0K
0
-100%
清仓
BSY
BENTLEY SYS INC
-$46.6K
0
-100%
清仓
COO
COOPER COS INC
-$46.6K
0
-100%
清仓
ASH
ASHLAND INC
-$46.2K
0
-100%
清仓
IYW
ISHARES TR
-$45.6K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$45.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$44.6K
0
-100%
清仓
MET
METLIFE INC
-$44.2K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$43.5K
0
-100%
清仓
IVE
ISHARES TR
-$43.3K
0
-100%
清仓
HEDJ
WISDOMTREE TR
-$41.8K
0
-100%
清仓
JKHY
JACK HENRY & ASSOC INC
-$41.5K
0
-100%
清仓
IJH
ISHARES TR
-$41.4K
0
-100%
清仓
AMGN
AMGEN INC
-$41.1K
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$40.7K
0
-100%
清仓
GWW
GRAINGER W W INC
-$40.5K
0
-100%
清仓
PCAR
PACCAR INC
-$40.4K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$40.3K
0
-100%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$40.3K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$39.9K
0
-100%
清仓
MCK
MCKESSON CORPORATION
-$39.7K
0
-100%
减持
OBDC
BLUE OWL CAPITAL CORP
-$39.4K
24,985
-8%
清仓
ZWS
ZURN ELKAY WATER SOLNS CORP
-$38.9K
0
-100%
增持
GEHC
GE HEALTHCARE TECHS INC
+$38.4K
24,786
+11%
清仓
PGR
PROGRESSIVE CORP OHIO
-$38.2K
0
-100%
清仓
TPL
TEXAS PAC LD CORP
-$37.1K
0
-100%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$36.6K
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INC
-$35.8K
0
-100%
清仓
—
ALLEGION PLC
-$35.1K
0
-100%
清仓
TRGP
TARGA RES CORP
-$35.1K
0
-100%
清仓
MUB
ISHARES TR
-$34.7K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$33.8K
0
-100%
清仓
CSX
CSX CORP
-$32.4K
0
-100%
清仓
TER
TERADYNE INC
-$30.8K
0
-100%
清仓
MGRC
MCGRATH RENTCORP
-$30.6K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$29.5K
0
-100%
清仓
IYY
ISHARES TR
-$28.6K
0
-100%
清仓
IJK
ISHARES TR
-$28.3K
0
-100%
