13FBOX
SERIES PORTFOLIOS TR · 13F 机构持仓分析
期权收益计算器 机构排行
S

SERIES PORTFOLIOS TR

BNDS
持有机构数
19
机构合计市值 (Q2 2026)
$1,038.8万
机构合计股数 (Q2 2026)
20.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+15.4万股
17 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6,014股
4 · 4 清仓 · ≈
⚖️ 净额
+14.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,038.8万
持有机构数
19
新买入
13
加仓
4
减仓
0
清仓
4
持股不变
2
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
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.04%#4$224.1万4.4万股$00股+4.4万股新买入
Encompass More Asset Management
0.3%#1$203.2万4.0万股$00股+4.0万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#13$162.7万3.2万股$141.4万2.8万股+3,802股+13.35%加仓
KINTRA WEALTH, LLC
0.06%#3$113.6万2.3万股$00股+2.3万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#16$81.3万1.6万股$00股+1.6万股新买入
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#7$75.7万1.5万股$70.4万1.4万股+843股+5.95%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#17$51.9万1.0万股$9,000174股+1.0万股+5,810.34%加仓
PFG Advisors
0.01%#5$29.5万5,853股$00股+5,853股新买入
B. Riley Wealth Advisors, Inc.
0.01%0.02%#6$24.8万4,900股$24.2万4,900股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%#9$22.5万4,462股$00股+4,462股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#11$20.7万4,100股$20.4万4,100股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#19$10.1万2,000股$7,897159股+1,841股+1,157.86%加仓
Burnham & Co LLC
0.08%#2$9.6万1,900股$00股+1,900股新买入
Allworth金融Allworth Financial LP
<0.01%#10$5.0万1,000股$00股+1,000股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#14$2.0万400股$00股+400股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#15$1.3万251股$00股+251股新买入
平行顾问Parallel Advisors, LLC
<0.01%#18$5,042100股$00股+100股新买入
Roxbury Financial LLC
<0.01%#8$2,47149股$00股+49股新买入
Aspect Partners, LLC
<0.01%#12$50410股$00股+10股新买入

🧭 机构资金流板块热力图

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