13FBOX
STERLING CAP FDS · 13F 机构持仓分析
期权收益计算器 机构排行
S

STERLING CAP FDS

SCNM
持有机构数
27
机构合计市值 (Q2 2026)
$1.92亿
机构合计股数 (Q2 2026)
761.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+141.0万股
15 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-140.5万股
14 · 3 清仓 · ≈
⚖️ 净额
+5,276股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.92亿
持有机构数
27
新买入
4
加仓
11
减仓
11
清仓
3
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
AE财富管理AE Wealth Management LLC
0.44%0.48%#12$9,467.5万376.4万股$8,886.3万357.5万股+18.9万股+5.29%加仓
Kingdom Financial Group LLC.
8.08%9.1%#1$3,164.2万125.8万股$3,177.9万127.8万股-2.0万股-1.60%减仓
Simplicity Wealth,LLC
0.83%0.05%#9$2,449.4万97.4万股$85.6万3.4万股+93.9万股+2,729.39%加仓
LifeWealth Investments, LLC
2.07%2.16%#4$773.7万30.8万股$723.4万29.1万股+1.7万股+5.70%加仓
Arcadia Wealth Management, LLC
1.72%1.98%#6$547.4万21.8万股$547.9万22.0万股-2,802股-1.27%减仓
SMART Wealth LLC
0.96%1.39%#8$445.5万17.7万股$475.6万19.1万股-1.4万股-7.43%减仓
Montgomery Financial Services LLC
2.96%#3$340.3万13.5万股$00股+13.5万股新买入
Networth Advisors, LLC
1.74%2.02%#5$299.6万11.9万股$285.9万11.5万股+4,094股+3.56%加仓
HOWARD BAILEY SECURITIES, LLC
0.99%1.04%#7$265.0万10.5万股$251.8万10.1万股+4,076股+4.02%加仓
FLP Wealth Management, LLC
4.05%#2$228.0万9.1万股$00股+9.1万股新买入
B.O.S.S. Retirement Advisors, LLC
0.58%0.64%#11$215.8万8.6万股$209.4万8.4万股+1,565股+1.86%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#23$188.4万7.5万股$272.4万11.0万股-3.5万股-31.65%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#25$188.4万7.5万股$272.4万11.0万股-3.5万股-31.65%减仓
Key Capital Management, INC
0.63%0.7%#10$121.5万4.8万股$106.6万4.3万股+5,383股+12.55%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#27$119.1万4.7万股$136.8万5.5万股-7,696股-13.99%减仓
Triad Wealth Partners, LLC
0.04%0.07%#20$70.9万2.9万股$92.1万3.7万股-8,343股-22.52%减仓
LifePlan Investment Advisors, Inc.
0.18%0.2%#16$51.6万2.1万股$50.5万2.0万股+189股+0.93%加仓
FWG Investments, LLC.
0.22%#15$40.7万1.6万股$00股+1.6万股新买入
FSA Advisors, Inc.
0.17%0.17%#17$36.1万1.4万股$25.6万1.0万股+4,067股+39.55%加仓
Lloyd Advisory Services, LLC.
0.14%9.1%#18$35.3万1.4万股$3,177.9万127.8万股-126.4万股-98.90%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.01%0.01%#22$33.3万1.3万股$32.6万1.3万股+112股+0.85%加仓
Centennial Advisors, LLC
0.32%0.44%#13$26.8万1.1万股$34.3万1.4万股-3,135股-22.70%减仓
Integrated Wealth Management
0.22%0.24%#14$21.3万8,451股$21.1万8,479股-28股-0.33%减仓
Quest 10 Wealth Builders, Inc.
0.09%0.08%#19$11.9万4,739股$9.4万3,797股+942股+24.81%加仓
Decker Retirement Planning Inc.
0.03%0.04%#21$8.2万3,243股$8.2万3,285股-42股-1.28%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#24$6.0万2,398股$00股+2,398股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#26$2.6万1,015股$2.5万1,015股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入