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

LCR
持有机构数
16
机构合计市值 (Q2 2026)
$3,383.7万
机构合计股数 (Q2 2026)
85.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+19.1万股
8 · 0 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.2万股
9 · 2 清仓 · ≈
⚖️ 净额
+13.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,383.7万
持有机构数
16
新买入
0
加仓
8
减仓
7
清仓
2
持股不变
1
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
Legend Financial Advisors, Inc.
5.77%6.05%#1$1,014.9万25.5万股$938.6万25.2万股+3,359股+1.33%加仓
Savant资本Savant Capital, LLC
0.03%0.02%#8$976.3万25.4万股$479.3万12.9万股+12.5万股+97.18%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$300.8万7.6万股$153.5万4.1万股+3.4万股+83.68%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#13$245.7万6.2万股$166.3万4.5万股+1.7万股+38.43%加仓
AVALON CAPITAL MANAGEMENT
0.44%0.51%#3$187.8万4.7万股$179.6万4.8万股-967股-2.01%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#14$117.9万3.0万股$107.9万2.9万股+707股+2.44%加仓
Onyx Bridge Wealth Group LLC
0.08%0.09%#5$90.6万2.3万股$85.2万2.3万股-81股-0.35%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#15$83.4万2.1万股$65.1万1.7万股+3,497股+20.01%加仓
GTS SECURITIES LLC
0.02%0.06%#10$76.4万1.9万股$182.8万4.9万股-3.0万股-60.83%减仓
Capital Investment Advisory Services, LLC
0.04%0.06%#7$66.9万1.7万股$82.1万2.2万股-5,207股-23.64%减仓
CENTAURUS FINANCIAL, INC.
0.02%0.01%#9$54.9万1.4万股$27.4万7,341股+6,465股+88.07%加仓
Arcus Capital Partners, LLC
0.17%0.15%#4$40.5万1.0万股$40.5万1.1万股-452股-4.25%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#16$40.3万1.0万股$35.5万9,533股+603股+6.33%加仓
Mowery & Schoenfeld Wealth Management, LLC
0.53%0.57%#2$39.1万9,821股$37.2万9,969股-148股-1.48%减仓
Bond & Devick Financial Network, Inc.
0.06%0.07%#6$25.3万6,361股$23.7万6,361股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#12$23.0万5,775股$25.8万6,925股-1,150股-16.61%减仓

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