13FBOX
SHELTON EQUITY PREMIUM INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SHELTON EQUITY PREMIUM INCOME ETF

SEPI
持有机构数
21
机构合计市值 (Q2 2026)
$1.33亿
机构合计股数 (Q2 2026)
477.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+120.8万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.5万股
2 · 1 清仓 · ≈
⚖️ 净额
+109.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.33亿
持有机构数
21
新买入
6
加仓
11
减仓
1
清仓
1
持股不变
3
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
谢尔顿资本管理SHELTON CAPITAL MANAGEMENT
1.02%1.04%#5$5,492.7万197.2万股$4,758.0万189.9万股+7.3万股+3.86%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#12$1,657.0万59.5万股$689.9万27.5万股+32.0万股+116.09%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#14$1,322.7万47.5万股$692.1万27.6万股+19.9万股+71.94%加仓
Good Steward Wealth Advisors,LLC
6.96%6.61%#1$1,152.6万41.4万股$1,028.1万41.0万股+3,536股+0.86%加仓
Joseph Group Capital Management
1.7%#4$807.0万29.0万股$00股+29.0万股新买入
FOCUSED ALPHA, LLC
1.82%2.03%#3$708.8万25.5万股$657.4万26.2万股-7,854股-2.99%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.02%#9$590.5万21.2万股$475.4万19.0万股+2.2万股+11.77%加仓
Hilton Head Capital Partners, LLC
2.84%0.53%#2$564.5万20.3万股$94.0万3.8万股+16.5万股+440.46%加仓
Investment Planning Advisors, Inc.
0.59%0.62%#7$256.4万9.2万股$223.9万8.9万股+2,716股+3.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#17$249.7万9.0万股$141.4万5.6万股+3.3万股+58.83%加仓
Carson Advisory Inc.
0.74%0.42%#6$161.1万5.8万股$81.4万3.3万股+2.5万股+77.96%加仓
IHT 财富管理IHT Wealth Management, LLC
0.03%#10$128.8万4.6万股$00股+4.6万股新买入
Western 财富管理Western Wealth Management, LLC
0.02%0.02%#11$55.8万2.0万股$40.0万1.6万股+4,078股+25.56%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#15$50.9万1.8万股$27.7万1.1万股+7,227股+65.38%加仓
Ascentis Independent Advisors
0.06%0.03%#8$43.7万1.7万股$43.7万1.7万股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#13$22.3万8,000股$00股+8,000股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#20$22.2万7,980股$00股+7,980股新买入
PITTENGER & ANDERSON INC
<0.01%<0.01%#16$4.4万1,575股$3.9万1,575股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#21$1.2万423股$00股+423股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#19$2,26581股$00股+81股新买入
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#18$44616股$40116股00.00%持仓不变

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