13FBOX
RBB FD · 13F 机构持仓分析
期权收益计算器 机构排行
R

RBB FD

RBB FD INCUTEN
持有机构数
54
机构合计市值 (Q2 2026)
$2.00亿
机构合计股数 (Q2 2026)
462.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.4万股
30 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-27.2万股
24 · 9 清仓 · ≈
⚖️ 净额
+12.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.00亿
持有机构数
54
新买入
12
加仓
18
减仓
15
清仓
9
持股不变
9
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
Equitable控股Equitable Holdings, Inc.
0.23%0.24%#6$3,781.8万87.5万股$3,723.3万84.5万股+3.0万股+3.58%加仓
ALTFEST L J & CO INC
3.48%3.83%#2$3,592.8万83.2万股$3,580.3万82.1万股+1.1万股+1.28%加仓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
3.73%4.15%#1$2,584.7万59.8万股$2,593.5万59.5万股+3,507股+0.59%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#36$2,022.0万46.8万股$1,481.7万33.5万股+13.3万股+39.69%加仓
WEALTHCARE CAPITAL MANAGEMENT LLC
1.54%1.74%#3$1,620.0万37.5万股$1,736.1万39.8万股-2.3万股-5.82%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$1,308.5万30.3万股$1,041.5万23.9万股+6.4万股+26.81%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#34$832.2万19.3万股$959.3万22.0万股-2.7万股-12.44%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#41$644.4万14.9万股$608.9万14.0万股+9,511股+6.81%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#26$473.8万11.0万股$468.0万10.7万股+2,349股+2.19%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.03%0.04%#13$269.0万6.2万股$271.5万6.2万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#47$251.7万5.8万股$156.6万3.6万股+2.2万股+60.87%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#44$210.3万4.9万股$218.5万5.0万股-1,443股-2.88%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#35$191.7万4.4万股$219.9万5.0万股-6,077股-12.05%减仓
Crew Capital Management, Ltd
0.99%0.95%#4$180.7万4.2万股$143.1万3.3万股+9,018股+27.48%加仓
FLOW TRADERS U.S. LLC
0.07%#11$180.6万4.2万股$00股+4.2万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$178.3万4.1万股$178.4万4.1万股+365股+0.89%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#32$166.8万3.9万股$149.4万3.4万股+4,346股+12.68%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#28$158.6万3.7万股$152.3万3.5万股+1,795股+5.14%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.05%#18$109.5万2.5万股$278.6万6.4万股-3.9万股-60.33%减仓
Foguth Wealth Management, LLC.
0.12%0.36%#10$106.2万2.5万股$309.5万7.2万股-4.7万股-65.37%减仓
Tower Research Capital LLC (TRC)
0.02%#17$89.7万2.1万股$00股+2.1万股新买入
NICOLET BANKSHARES INC
0.03%0.03%#14$86.7万2.0万股$91.5万2.1万股-922股-4.39%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#37$86.2万2.0万股$130.9万3.0万股-1.0万股-33.50%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#30$80.2万1.9万股$81.0万1.9万股00.00%持仓不变
Stewardship Advisors, LLC
0.15%0.15%#7$74.0万1.7万股$66.7万1.5万股+1,832股+11.97%加仓
Empirical Asset Management, LLC
0.15%0.19%#8$68.2万1.6万股$70.4万1.6万股-345股-2.14%减仓
STAPP WEALTH MANAGEMENT, PLLC
0.84%0.83%#5$64.0万1.5万股$64.6万1.5万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%0.02%#22$62.4万1.4万股$62.3万1.4万股+143股+1.00%加仓
Global View Capital Management LLC
0.13%0.17%#9$61.8万1.4万股$64.9万1.5万股-573股-3.85%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#48$60.4万1.4万股$309.2万7.1万股-5.7万股-80.29%减仓
F/m Investments LLC
0.03%0.03%#15$51.8万1.2万股$50.7万1.2万股+360股+3.10%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.01%#21$45.5万1.1万股$00股+1.1万股新买入
Kovack Advisors, Inc.
0.02%#19$36.9万8,550股$00股+8,550股新买入
Savvy Advisors, Inc.
0.01%#25$28.3万6,542股$00股+6,542股新买入
LVW Advisors, LLC
0.02%0.02%#16$27.4万6,346股$24.0万5,496股+850股+15.47%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#40$25.1万5,800股$25.6万5,868股-68股-1.16%减仓
Valtinson Bruner Financial Planning LLC
0.06%0.06%#12$22.9万5,305股$23.0万5,281股+24股+0.45%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.01%0.01%#24$22.7万5,261股$23.2万5,261股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$22.4万5,177股$22.6万5,177股00.00%持仓不变
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
<0.01%0.01%#29$21.4万4,953股$27.7万6,351股-1,398股-22.01%减仓
Royal Fund Management, LLC
0.02%#20$20.2万4,667股$00股+4,667股新买入
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#27$14.6万3,378股$10.7万2,452股+926股+37.77%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#50$10.0万2,300股$00股+2,300股新买入
CX Institutional
<0.01%#33$6.5万1,500股$00股+1,500股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#45$4.3万987股$00股+987股新买入
Bank of New Hampshire
0.01%#23$3.9万900股$00股+900股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#46$2.9万680股$3.0万680股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$2.6万600股$4.8万1,100股-500股-45.45%减仓
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#39$2.4万547股$2.4万547股00.00%持仓不变
SOA Wealth Advisors, LLC.
<0.01%#38$9,331216股$00股+216股新买入

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