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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 78 项建仓 11增持 32减持 24清仓 11

方向

标的

Δ市值

现股数(环比)

增持

GOOGL ALPHABET INC

+$2.3M

33,158 +2%

清仓

DHR DANAHER CORP

-$2.3M

0 -100%

建仓

DIS WALT DISNEY COMPANY

+$2.1M

18,054

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

RBLX ROBLOX CORP CL A

+$1.8M

51,325 +2%

增持

MELI MERCADOLIBRE INC

-$1.4M

980 +60%

建仓

— MEDTRONIC PLC

+$1.4M

589

增持

VTI VANGUARD INDEX FDS

+$1.2M

24,567 +9%

增持

AXON AXON ENTERPRISE INC

+$792.6K

2,520 +105%

减持

NVDA NVIDIA CORP

+$788.8K

27,771 -0%

增持

— BLACKROCK MUNIHOLDINGS QUALI

+$780.8K

128,568 +140%

增持

— SPOTIFY TECHNOLOGY S A

+$732.6K

2,073 +123%

增持

SHOP SHOPIFY INC CL A

+$667.0K

19,903 +0%

减持

AAPL APPLE INC

+$635.5K

13,027 -0%

增持

NXT NEXTRACKER INC

+$632.9K

28,929 +4%

减持

— ACCENTURE PLC IRELAND

-$622.1K

11,571 -0%

减持

NZF NUVEEN MUNICIPAL CREDIT INC

-$610.1K

25,976 -67%

增持

GOOG GEHC2518C85

+$609.7K

9,173 +0%

增持

NBH NEUBERGER BERMAN MUN FD INC

+$542.2K

102,158 +96%

建仓

XLY SELECT SECTOR SPDR TR

+$466.2K

4,135

清仓

— EXXON MOBIL CORP

-$457.4K

0 -100%

建仓

VGIT VANGUARD INTER-TERM TREAS INDEX FD

+$420.2K

7,000

增持

AVUV AMERICAN CENTY ETF TR

+$415.3K

22,540 +12%

清仓

NAD NUVEEN QUALITY MUNCP INCOME

-$395.1K

0 -100%

建仓

MLM MARTIN MARIETTA MATLS INC

+$391.8K

1,944

减持

TSLA TESLA INC

+$360.0K

2,866 -0%

增持

DE DEERE & CO

-$356.1K

11,159 +4%

增持

IWR ISHARES TR

+$349.7K

17,542 +20%

减持

— BLACKROCK MUN INCOME TR

-$323.1K

107,716 -27%

清仓

FEBT AIM ETF PRODUCTS TRUST

-$310.4K

0 -100%

增持

AVGO BROADCOM INC

+$306.1K

5,123 +2%

增持

MSFT MICROSOFT CORP

+$303.5K

10,076 +2%

清仓

UNH UNITEDHEALTH GROUP INC

-$288.9K

0 -100%

减持

MRSH MARSH & MCLENNAN COS INC

-$281.1K

1,291 -41%

增持

MUC BLACKROCK MUNIHLDNGS CALI QL

+$278.5K

271,119 +5%

增持

CRM SALESFORCE INC

+$263.3K

10,137 +29%

建仓

XLC SELECT SECTOR SPDR TR

+$261.3K

2,925

清仓

XLE SELECT SECTOR SPDR TR

-$248.1K

0 -100%

增持

— ON HOLDING AG

-$239.6K

38,118 +7%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$235.5K

20,647 +0%

清仓

PID INVESCO EXCHANGE TRADED FD T

-$227.4K

0 -100%

建仓

CEV EATON VANCE CALIF MUN INCOM

+$226.8K

22,500

建仓

NVO NOVO NORDISK A S ADR

+$217.6K

3,921

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$213.6K

3,286

清仓

IVV ISHARES TR

-$209.2K

0 -100%

建仓

VEU VANGUARD INTL EQUITY INDEX F A

+$203.7K

2,854

清仓

MO ALTRIA GROUP INC

-$201.7K

0 -100%

减持

MAR MARRIOTT INTL INC NEW CL A

-$201.6K

13,690 -1%

增持

— BLACKROCK MUN INCOME QUALITY

+$186.0K

69,147 +28%

减持

LLY ELI LILLY & CO

-$180.9K

524 -30%

增持

ADBE ADOBE INC

+$178.0K

5,858 +20%

减持

FDX FEDEX CORPORATION

-$166.8K

1,400 -36%

建仓

MMM 3M CO

+$156.5K

15,009

清仓

XRMMX RIVERNORTH MANAGED DURATION

-$147.6K

0 -100%

减持

HD HOME DEPOT INC

+$143.0K

4,395 -2%

增持

— BLACKROCK MUNIVEST FD II INC

+$140.2K

117,275 +9%

增持

META META PLATFORMS INC CLASS A

+$140.0K

3,059 +7%

增持

RTX RTX CORP

+$135.3K

4,569 +6%

减持

IWF ISHARES TR

+$125.3K

2,975 -0%

增持

GEHC GE HEALTHCARE TECHS INC

+$100.9K

25,789 +4%

清仓

IQI INVESCO QUALITY MUN INCOME T

-$95.9K

0 -100%

增持

PYPL PAYPAL HOLDINGS INC

-$89.8K

30,198 +6%

增持

AMZN AMAZON COM INC

+$88.5K

15,126 +3%

减持

MMU WESTERN ASSET MANAGED MUNS F

+$78.7K

3,440 -77%

增持

— BLACKROCK CALIF MUN INCOME T

+$72.6K

132,180 +4%

增持

VGT VANGUARD INDEX FDS

+$69.5K

570 +6%

减持

UNP UNION PACIFIC CORP

-$61.6K

1,467 -17%

增持

VEA VANGUARD TAX-MANAGED FDS

+$61.3K

17,656 +1%

减持

HAL HALLIBURTON CO

+$50.2K

12,960 -2%

减持

VTV VANGUARD INDEX FDS

-$48.5K

1,573 -19%

减持

OBDC BLUE OWL CAPITAL CORP

-$44.7K

24,554 -2%

减持

ADM ARCHER DANIELS MIDLAND CO

+$34.4K

6,384 -3%

减持

TMO THERMO FISHER SCIENTIFIC INC

+$28.5K

960 -11%

减持

SBUX STARBUCKS CORP

-$26.4K

2,375 -4%

增持

PANW PALO ALTO NETWORKS

+$22.4K

2,072 +6%

减持

NAC NUVEEN CA QUALTY MUN INCOME

-$20.1K

104,055 -4%

减持

BMY BRISTOL MYERS SQUIBB CO

-$18.8K

7,592 -3%

减持

IOO ISHARES TR

+$8.9K

3,118 -8%

减持

TMUS T-MOBILE US INC

+$6.8K

7,317 -0%