13FBOX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

SWVXX
持有机构数
19
机构合计市值 (Q2 2026)
$1.02亿
机构合计股数 (Q2 2026)
1.02亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,193.9万股
14 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5,298.5万股
10 · 8 清仓 · ≈
⚖️ 净额
-4,104.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.02亿
持有机构数
19
新买入
7
加仓
7
减仓
2
清仓
8
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
Jackson Wealth Management, LLC
5.18%5.04%#2$4,903.1万4,903.1万股$4,903.1万4,903.1万股00.00%持仓不变
Redwood Wealth Management Group, LLC
9.44%9.63%#1$2,228.6万2,228.6万股$2,228.6万2,228.6万股00.00%持仓不变
Game Plan Financial Advisors, LLC
5.08%5.54%#3$1,367.5万1,367.5万股$1,230.4万1,230.4万股+137.1万股+11.14%加仓
Financial Gravity Companies, Inc.
1.03%#5$634.2万634.2万股$00股+634.2万股新买入
Vermillion Wealth Management, Inc.
0.6%#6$257.8万257.8万股$00股+257.8万股新买入
Main Management LLC
0.14%0.15%#10$201.6万201.6万股$201.8万201.8万股-2,227股-0.11%减仓
Fortune Financial Group, Inc.
1.46%2.98%#4$186.8万186.8万股$331.1万331.1万股-144.3万股-43.57%减仓
Westside Investment Management, Inc.
0.18%0.17%#8$136.5万136.5万股$109.4万109.4万股+27.1万股+24.76%加仓
Lester Murray Antman dba SimplyRich
0.17%0.17%#9$68.3万68.4万股$68.3万68.4万股00.00%持仓不变
ITHAKA GROUP LLC
0.1%0.11%#11$52.5万52.5万股$52.1万52.1万股+4,519股+0.87%加仓
Wealthspire顾问Wealthspire Advisors, LLC
<0.01%#18$44.9万44.9万股$00股+44.9万股新买入
Point Nemo Capital, LLC
0.21%#7$41.0万41.0万股$00股+41.0万股新买入
Park Place Capital Corp
0.06%#13$38.7万38.7万股$00股+38.7万股新买入
RFP Financial Group LLC
0.08%0.04%#12$17.8万17.8万股$6.8万6.8万股+11.1万股+163.81%加仓
Keystone Financial Group
0.01%0.01%#15$10.8万10.8万股$10.8万10.8万股+624股+0.58%加仓
Private Capital Advisors, Inc.
<0.01%<0.01%#17$2.9万2.9万股$2.8万2.8万股+170股+0.60%加仓
Coston, McIsaac & Partners
<0.01%<0.01%#16$1.9万1.9万股$1.5万1.6万股+2,945股+18.78%加仓
Aurora Investment Managers, LLC.
0.01%#14$1.1万1.1万股$00股+1.1万股新买入
NBT BANK, N.A.
<0.01%#19$2,0002,000股$00股+2,000股新买入

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