13FBOX
MANAGED PORTFOLIO SER · 13F 机构持仓分析
期权收益计算器 机构排行
M

MANAGED PORTFOLIO SER

LST
持有机构数
35
机构合计市值 (Q2 2026)
$7,454.3万
机构合计股数 (Q2 2026)
159.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+35.1万股
18 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-160.7万股
37 · 28 清仓 · ≈
⚖️ 净额
-125.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,454.3万
持有机构数
35
新买入
8
加仓
10
减仓
9
清仓
28
持股不变
8
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
<0.01%0.01%#26$1,094.2万23.4万股$2,300.8万56.9万股-33.5万股-58.84%减仓
Bison Wealth, LLC
0.96%0.97%#3$1,056.3万22.7万股$1,006.6万22.3万股+4,199股+1.89%加仓
Welch Financial Planning, LLC
5.96%5.97%#1$1,022.8万21.9万股$829.9万20.5万股+1.4万股+6.68%加仓
Coastal Bridge Advisors, LLC
0.42%0.29%#5$685.5万14.7万股$409.5万10.1万股+4.5万股+44.92%加仓
Sigma Planning Corp
0.12%0.12%#9$495.0万10.6万股$414.5万10.2万股+3,460股+3.38%加仓
Castleview Partners, LLC
2.15%2.48%#2$488.4万10.5万股$483.0万11.9万股-1.5万股-12.47%减仓
GTS SECURITIES LLC
0.09%0.01%#10$433.0万9.3万股$36.9万9,123股+8.4万股+915.76%加仓
LEUTHOLD GROUP, LLC
0.42%0.24%#6$417.2万8.9万股$220.8万5.5万股+3.5万股+63.51%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#28$364.3万7.8万股$00股+7.8万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.01%#19$247.4万5.3万股$00股+5.3万股新买入
Ashton Thomas Private Wealth, LLC
0.03%0.04%#14$167.0万3.6万股$168.5万4.2万股-5,928股-14.23%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$154.4万3.3万股$133.1万3.3万股+135股+0.41%加仓
Jacobi Capital Management LLC
0.06%0.07%#12$131.5万2.8万股$116.7万2.9万股-704股-2.44%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#21$96.5万2.1万股$124.5万3.1万股-1.0万股-32.93%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#18$94.5万2.0万股$71.0万1.8万股+2,677股+15.26%加仓
IFP顾问IFP Advisors, Inc
0.02%0.01%#17$84.4万1.8万股$69.0万1.7万股+1,000股+5.86%加仓
Fulcrum Equity Management
0.65%0.7%#4$72.0万1.8万股$72.0万1.8万股00.00%持仓不变
繁荣金融服务Prospera Financial Services Inc
0.01%#20$47.6万1.0万股$00股+1.0万股新买入
Westhampton Capital, LLC
0.18%0.18%#7$43.9万9,393股$38.0万9,393股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#31$42.6万9,112股$72.2万1.8万股-8,729股-48.93%减仓
Koshinski Asset Management, Inc.
0.02%0.02%#16$32.0万6,847股$27.7万6,847股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#32$32.0万6,845股$49.1万1.2万股-5,294股-43.61%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#24$24.9万5,326股$00股+5,326股新买入
WFA of San Diego, LLC
0.18%0.2%#8$22.0万4,543股$25.2万6,242股-1,699股-27.22%减仓
Owen LaRue, LLC
0.07%#11$21.4万4,585股$00股+4,585股新买入
PRIVATE CLIENT SERVICES, LLC
0.05%#13$20.2万4,319股$00股+4,319股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$18.9万4,034股$5.3万1,314股+2,720股+207.00%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#33$14.6万3,122股$00股+3,122股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%0.22%#22$9.6万2,056股$653.9万16.2万股-16.0万股-98.73%减仓
ISLAY CAPITAL MANAGEMENT, LLC
0.03%0.03%#15$7.2万1,541股$6.2万1,541股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$5.8万1,235股$5.0万1,235股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#35$4.6万990股$00股+990股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#30$1.8万381股$1.5万381股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#29$6,351137股$5,372137股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$3,25669股$2,81869股00.00%持仓不变

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