13FBOX
NEOS ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEOS ETF TRUST

BNDI
持有机构数
32
机构合计市值 (Q2 2026)
$1.29亿
机构合计股数 (Q2 2026)
273.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.9万股
21 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.2万股
16 · 7 清仓 · ≈
⚖️ 净额
+17.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.29亿
持有机构数
32
新买入
10
加仓
11
减仓
9
清仓
7
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
Retirement Planning 集团Retirement Planning Group, LLC
2.7%2.94%#1$1.06亿225.6万股$9,498.5万201.2万股+24.4万股+12.12%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#16$592.0万12.6万股$669.8万14.2万股-1.6万股-11.32%减仓
Carter Financial Group, INC.
2.47%2.92%#2$477.2万10.1万股$471.6万10.0万股+1,538股+1.54%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#21$277.9万5.9万股$00股+5.9万股新买入
Compound Planning, Inc.
0.03%0.04%#7$121.2万2.6万股$117.2万2.5万股+917股+3.69%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#18$94.0万2.0万股$90.0万1.9万股+918股+4.82%加仓
Clearstead顾问Clearstead Advisors, LLC
0.01%0.01%#10$84.8万1.8万股$82.6万1.8万股+524股+2.99%加仓
Coastal Bridge Advisors, LLC
0.04%0.05%#6$67.3万1.4万股$66.1万1.4万股+300股+2.14%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#14$63.9万1.4万股$64.4万1.4万股-46股-0.34%减仓
Berger Financial Group, Inc
0.03%0.03%#8$58.1万1.2万股$55.9万1.2万股+524股+4.43%加仓
FSA Advisors, Inc.
0.25%0.25%#3$55.1万1.2万股$37.5万7,948股+3,774股+47.48%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$47.0万1.0万股$138.6万2.9万股-1.9万股-65.94%减仓
MADDEN SECURITIES Corp
0.12%0.13%#4$42.5万9,042股$43.6万9,242股-200股-2.16%减仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#12$38.4万8,157股$00股+8,157股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%#11$37.3万7,922股$00股+7,922股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#17$36.3万7,725股$56.8万1.2万股-4,299股-35.75%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#29$34.5万7,325股$95.3万2.0万股-1.3万股-63.73%减仓
PRIVATE TRUST CO NA
0.02%0.02%#9$29.7万6,305股$20.3万4,305股+2,000股+46.46%加仓
Camarda Financial Advisors, LLC
0.08%0.74%#5$25.8万5,489股$140.0万3.0万股-2.4万股-81.50%减仓
美国商务银行COMMERCE BANK
<0.01%#19$20.0万4,258股$00股+4,258股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#13$11.6万2,471股$00股+2,471股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#24$8.1万1,728股$00股+1,728股新买入
Capital Analysts, LLC
<0.01%<0.01%#15$6.0万1,277股$6.1万1,282股-5股-0.39%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#25$3.7万795股$6.0万1,282股-487股-37.99%减仓
平行顾问Parallel Advisors, LLC
<0.01%#22$3.5万745股$00股+745股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$3.3万696股$3.2万676股+20股+2.96%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#26$1.6万341股$00股+341股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#23$1.5万317股$1.5万312股+5股+1.60%加仓
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#20$2,58855股$2,59655股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#30$942股$00股+2股新买入
摩根士丹利MORGAN STANLEY
<0.01%#32$521股$00股+1股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$321股$371股00.00%持仓不变

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