13FBOX
CHICAGO ATLANTIC BDC · 13F 机构持仓分析
期权收益计算器 机构排行
C

CHICAGO ATLANTIC BDC

CHICAGO ATLANTIC BDC INCLIEN
持有机构数
48
机构合计市值 (Q2 2026)
$3,466.0万
机构合计股数 (Q2 2026)
354.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+54.0万股
29 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-73.3万股
14 · 8 清仓 · ≈
⚖️ 净额
-19.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,466.0万
持有机构数
48
新买入
14
加仓
15
减仓
6
清仓
8
持股不变
13
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
INTREPID CAPITAL MANAGEMENT INC
2.62%2.71%#1$738.8万75.6万股$706.3万75.6万股00.00%持仓不变
Sowell Financial Services LLC
0.16%0.17%#6$499.6万51.1万股$460.9万49.3万股+1.8万股+3.64%加仓
未来资产环球ETFMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%<0.01%#26$185.2万19.0万股$170.1万18.2万股+7,466股+4.10%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#30$184.5万18.9万股$355.6万38.1万股-19.2万股-50.40%减仓
CDC Financial, Inc.
0.73%0.95%#3$173.3万17.7万股$149.1万16.0万股+1.8万股+11.13%加仓
CONDOR CAPITAL MANAGEMENT
0.12%0.13%#9$159.9万16.4万股$150.8万16.1万股+2,214股+1.37%加仓
LVM CAPITAL MANAGEMENT LTD/MI
0.13%0.14%#7$157.6万16.1万股$150.7万16.1万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#28$152.3万15.6万股$162.2万17.4万股-1.8万股-10.19%减仓
PARTNERS CAPITAL INVESTMENT 集团PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.05%#12$142.0万14.5万股$00股+14.5万股新买入
Black Maple Capital Management LP
0.73%0.68%#2$127.9万13.1万股$122.3万13.1万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#36$93.9万9.6万股$00股+9.6万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#39$86.1万8.8万股$56.5万6.0万股+2.8万股+45.79%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#46$72.8万7.4万股$66.7万7.1万股+3,085股+4.32%加仓
Clayton Partners LLC
0.38%#4$57.3万5.9万股$00股+5.9万股新买入
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.01%0.01%#24$53.1万5.4万股$32.4万3.5万股+2.0万股+56.63%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#25$47.7万4.9万股$52.1万5.6万股-7,000股-12.54%减仓
Venturi 财富管理Venturi Wealth Management, LLC
0.02%0.02%#19$39.2万4.0万股$37.5万4.0万股00.00%持仓不变
FIRETHORN WEALTH PARTNERS, LLC
0.12%0.12%#8$37.8万3.9万股$33.3万3.6万股+2,980股+8.35%加仓
Gladstone Institutional Advisory LLC
0.01%0.01%#21$37.7万3.9万股$36.1万3.9万股00.00%持仓不变
Sage Mountain Advisors LLC
0.02%0.14%#17$30.1万3.1万股$201.3万21.6万股-18.5万股-85.71%减仓
Tidal投资Tidal Investments LLC
<0.01%<0.01%#35$29.3万3.0万股$32.5万3.5万股-4,755股-13.67%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%#33$29.2万3.0万股$00股+3.0万股新买入
Closed-End Fund Advisors, Inc.
0.27%0.21%#5$27.7万2.8万股$20.2万2.2万股+6,725股+31.17%加仓
Wick Capital Partners, LLC
0.04%0.05%#15$26.3万2.7万股$25.2万2.7万股00.00%持仓不变
Twelve Points Wealth Management LLC
0.05%0.05%#11$25.6万2.6万股$24.5万2.6万股00.00%持仓不变
Seneca House Advisors
0.09%0.09%#10$24.7万2.5万股$23.2万2.5万股+434股+1.74%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#32$24.1万2.5万股$00股+2.5万股新买入
Trexquant投资Trexquant Investment LP
<0.01%<0.01%#29$23.6万2.4万股$18.8万2.0万股+4,045股+20.06%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#40$23.2万2.4万股$19.5万2.1万股+2,898股+13.89%加仓
Savant资本Savant Capital, LLC
<0.01%#34$18.2万1.9万股$00股+1.9万股新买入
Tyche Wealth Partners LLC
0.02%0.02%#16$17.1万1.8万股$13.5万1.5万股+3,000股+20.69%加仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#37$16.0万1.6万股$15.3万1.6万股00.00%持仓不变
Centiva资本Centiva Capital, LP
<0.01%#31$15.3万1.6万股$00股+1.6万股新买入
Icon Wealth Advisors, LLC
0.01%0.01%#23$13.9万1.4万股$13.1万1.4万股00.00%持仓不变
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
<0.01%<0.01%#27$12.1万1.2万股$11.6万1.2万股00.00%持仓不变
FreeGulliver LLC
0.04%0.05%#13$12.0万1.2万股$11.4万1.2万股00.00%持仓不变
ENTREWEALTH, LLC
0.04%#14$11.4万1.2万股$00股+1.2万股新买入
COMPASS FINANCIAL MANAGEMENT LLC
0.01%#20$10.4万1.1万股$00股+1.1万股新买入
Bernardo Wealth Planning LLC
0.02%0.02%#18$10.0万1.0万股$9.6万1.0万股00.00%持仓不变
Triumph Capital Management
0.01%0.01%#22$6.6万6,725股$4.2万4,305股+2,420股+56.21%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$4.8万4,928股$222股+4,926股+246,300.00%加仓
花旗集团CITIGROUP INC
<0.01%#45$3.3万3,373股$00股+3,373股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#42$2.9万3,000股$2.8万3,000股00.00%持仓不变
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
<0.01%#43$7,328750股$00股+750股新买入
Spire 财富管理Spire Wealth Management
<0.01%#41$1,954200股$00股+200股新买入
Quarry LP
<0.01%#38$1,358139股$00股+139股新买入
Caitong International Asset Management Co., Ltd
<0.01%#44$10711股$00股+11股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#48$202股$60765股-63股-96.92%减仓

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