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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 102 项
建仓 9
增持 63
减持 16
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$3.4M
358,833
+497%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
16,740
-20%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$1.5M
0
-100%
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
-$1.4M
0
-100%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$1.4M
405,607
+49%
清仓
—
MEDTRONIC PLC
-$1.2M
0
-100%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$1.2M
0
-100%
建仓
XMQTX
BLACKROCK MUNIYIELD QUALITY
+$1.2M
112,685
增持
DE
DEERE & CO
+$1.1M
11,189
+0%
增持
CVX
CHEVRON CORP NEW
+$1.1M
7,626
+173%
清仓
—
BLACKROCK MUN INCOME TR
-$1.1M
0
-100%
减持
PYPL
PAYPAL HOLDINGS INC
-$1.0M
17,727
-44%
增持
MSFT
MICROSOFT CORP
-$988.5K
9,776
+2%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$965.2K
0
-100%
增持
ORCL
ORACLE CORPORATION
-$920.9K
19,313
+0%
增持
RBLX
ROBLOX CORP
-$912.8K
56,497
+9%
减持
ADBE
ADOBE INC
-$848.0K
7,401
-2%
增持
SHOP
SHOPIFY INC CL A
-$798.1K
20,216
+2%
建仓
TPL
TEXAS PAC LD CORP
+$781.3K
1,706
减持
QCOM
QUALCOMM INC
-$752.8K
14,265
-6%
增持
CRM
SALESFORCE INC
-$741.7K
11,432
+6%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$623.9K
0
-100%
减持
NXT
NEXTRACKER INC
+$611.8K
24,737
-12%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$609.8K
54,739
减持
MELI
MERCADOLIBRE INC
+$549.5K
451
-55%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$360.7K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$346.7K
5,850
增持
WMT
WALMART INC
+$345.3K
26,383
+0%
增持
GOOGL
ALPHABET INC
-$337.9K
32,814
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$300.1K
24,281
+3%
增持
DIS
WALT DISNEY COMPANY
-$293.9K
18,020
+0%
清仓
XLC
SELECT SECTOR SPDR TR
-$261.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$258.8K
26,831
+7%
增持
GEHC
GE HEALTHCARE TECHS INC
-$253.2K
24,814
+0%
清仓
ABT
ABBOTT LABORATORIES
-$245.2K
0
-100%
增持
AMZN
AMAZON COM INC
-$237.6K
14,363
+2%
清仓
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-$235.2K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$228.6K
3,500
减持
AXP
AMERICAN EXPRESS COMPANY
-$224.3K
1,743
-14%
建仓
—
JOHNSON CTLS INTL PLC
+$223.7K
1,660
建仓
T
AT&T INC
+$222.7K
7,828
建仓
SBUX
STARBUCKS CORP
+$218.2K
2,421
清仓
VEEV
VEEVA SYSTEMS INC CL A
-$212.7K
0
-100%
增持
META
META PLATFORMS INC CLASS A
-$211.3K
3,356
+3%
清仓
OEF
ISHARES TR
-$202.7K
0
-100%
增持
COHR
COHERENT CORP
+$192.2K
2,719
+2%
增持
KO
COCA-COLA COMPANY
+$188.0K
29,912
+0%
增持
NVDA
NVIDIA CORP
-$183.1K
24,469
+2%
增持
TSLA
TESLA INC
-$178.6K
2,919
+3%
增持
LRCX
LAM RESEARCH CORP
+$175.7K
3,234
+2%
减持
TMUS
T-MOBILE US INC
-$173.2K
4,423
-16%
减持
—
SPOTIFY TECHNOLOGY S A
-$168.4K
452
-32%
增持
AAPL
APPLE INC
-$163.5K
11,122
+1%
清仓
MMM
3M CO
-$158.0K
0
-100%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$154.2K
15,000
增持
COST
COSTCO WHSL CORP NEW COM
+$146.7K
993
+1%
增持
AVGO
BROADCOM INC
-$145.2K
5,239
+2%
增持
MRSH
Marsh
+$138.8K
1,981
+55%
减持
WFC
WELLS FARGO & CO NEW
-$136.8K
7,394
-6%
增持
CAT
CATERPILLAR INC
+$130.6K
778
+2%
增持
V
VISA INC CLASS A
-$125.4K
2,635
+1%
增持
DASH
DOORDASH INC
-$114.7K
1,597
+2%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$103.4K
12,080
-40%
增持
MU
MICRON TECHNOLOGY INC
+$100.8K
1,190
+2%
增持
AXON
AXON ENTERPRISE INC
+$96.0K
4,871
+38%
增持
JNJ
JOHNSON & JOHNSON
+$88.4K
2,122
+2%
增持
MA
MASTERCARD INC CL A
-$87.6K
1,307
+2%
增持
AVT
AVNET INC
+$85.2K
5,488
+2%
增持
RTX
RTX CORP
+$76.1K
4,671
+2%
增持
FDX
FEDEX CORPORATION
+$73.5K
918
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$69.5K
2,386
+2%
增持
JPM
JPMORGAN CHASE & CO
-$66.1K
3,148
+2%
增持
LLY
ELI LILLY & CO
-$65.1K
533
+2%
减持
HD
HOME DEPOT INC
-$58.5K
4,374
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$56.1K
799
+2%
增持
—
ON HOLDING AG
-$55.5K
31,904
+29%
增持
—
LINDE PLC NEW
+$52.4K
708
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$51.3K
16,424
-8%
增持
IDA
IDACORP INC
+$45.8K
2,509
+2%
减持
OBDC
BLUE OWL CAPITAL CORP
-$45.6K
23,333
-2%
增持
HON
HONEYWELL INTERNATIONAL INC
+$43.2K
1,154
+2%
增持
PANW
PALO ALTO NETWORKS
-$43.0K
1,997
+1%
增持
IWR
ISHARES TR
+$34.4K
18,126
+0%
增持
BAC
BANK OF AMERICA CORP
-$33.8K
6,903
+2%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$31.1K
63,385
-3%
增持
UNP
UNION PACIFIC CORP
+$26.6K
1,493
+2%
增持
VGT
VANGUARD INDEX FDS
-$26.0K
727
+2%
增持
URI
UNITED RENTALS INC
-$25.1K
403
+2%
增持
VHT
VANGUARD INDEX FDS
-$23.1K
2,865
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$20.8K
1,048
+13%
增持
IWV
ISHARES TR
-$20.3K
3,383
+2%
增持
WIW
WESTERN AST INFL LKD OPP & I
+$19.6K
192,584
+3%
增持
NFLX
NETFLIX INC
+$16.4K
5,995
+1%
增持
VTV
VANGUARD INDEX FDS
+$11.9K
1,592
+1%
增持
CSCO
CISCO SYS INC
+$10.6K
3,400
+2%
增持
LII
LENNOX INTL INC
-$9.0K
986
+2%
增持
BA
BOEING CO
-$7.0K
1,582
+2%
减持
PG
PROCTER & GAMBLE CO
-$5.1K
1,770
-3%
增持
GOOG
GEHC2518C85
-$4.7K
9,602
+7%
增持
NBH
NEUBERGER BERMAN MUN FD INC
-$3.0K
105,286
+0%
增持
C
CITIGROUP INC
+$1.3K
2,662
+2%
增持
GS
GOLDMAN SACHS GROUP INC
-$855
415
+2%
