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ZACKS TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
Z

ZACKS TRUST

ZECP
持有机构数
80
机构合计市值 (Q2 2026)
$2.90亿
机构合计股数 (Q2 2026)
772.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+150.3万股
53 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-82.9万股
26 · 8 清仓 · ≈
⚖️ 净额
+67.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.90亿
持有机构数
80
新买入
18
加仓
35
减仓
18
清仓
8
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
咨询服务网络Advisory Services Network, LLC
0.54%0.54%#19$4,743.5万125.7万股$4,056.5万119.9万股+5.8万股+4.82%加仓
Geo 财富管理GeoWealth Management, LLC
1.15%0.99%#8$3,655.5万96.9万股$2,746.1万81.2万股+15.7万股+19.32%加仓
Menard Financial Group LLC
16.3%18.69%#2$2,994.9万79.4万股$2,674.5万79.1万股+2,997股+0.38%加仓
CONTINENTAL INVESTORS SERVICES, INC.
17.93%15.46%#1$2,288.1万59.1万股$1,636.0万44.8万股+14.3万股+31.95%加仓
Koshinski Asset Management, Inc.
0.75%0.72%#16$1,407.0万37.3万股$1,156.6万34.2万股+3.1万股+9.04%加仓
Strive Financial Group ,LLC
4.91%1.48%#4$1,131.1万30.0万股$280.6万8.1万股+21.9万股+271.28%加仓
TRUE Private Wealth Advisors
0.76%0.75%#14$882.7万23.4万股$782.2万23.1万股+2,695股+1.17%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#64$852.2万22.6万股$88.0万2.6万股+20.0万股+768.28%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.26%0.4%#28$778.9万25.2万股$538.4万15.9万股+9.2万股+57.92%加仓
Balboa Wealth Partners
0.94%1.04%#9$689.9万18.3万股$617.7万18.3万股+196股+0.11%加仓
Navigation Wealth Management, Inc.
9.38%19.01%#3$680.8万18.0万股$527.4万15.6万股+2.4万股+15.70%加仓
Strategic Blueprint, LLC
0.32%0.34%#25$645.7万17.1万股$590.2万17.4万股-3,370股-1.93%减仓
Virtue Capital Management, LLC
0.84%0.85%#11$627.1万16.6万股$561.8万17.0万股-3,887股-2.29%减仓
M1 Capital Management LLC
2.19%2.39%#5$593.9万15.7万股$518.9万15.3万股+3,980股+2.59%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%#46$514.4万13.6万股$00股+13.6万股新买入
Advyzon Investment Management, LLC
0.36%0.36%#22$496.2万13.1万股$398.4万11.8万股+1.4万股+11.64%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.05%#41$344.8万9.1万股$00股+9.1万股新买入
Rothschild Wealth LLC
0.27%0.04%#27$335.2万8.9万股$47.8万1.4万股+7.5万股+528.80%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#56$312.8万8.3万股$251.6万7.4万股+8,524股+11.46%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#65$308.3万8.2万股$320.5万9.5万股-1.3万股-13.78%减仓
Alteri Wealth LLC
0.8%0.85%#12$288.1万7.6万股$263.4万7.8万股-1,513股-1.94%减仓
Paragon Private Wealth Management, LLC
0.75%0.79%#15$287.6万7.6万股$252.2万7.5万股+1,665股+2.23%加仓
EJMK Ventures LLC
1.23%1.71%#7$271.7万7.2万股$307.0万9.1万股-1.9万股-20.66%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#72$268.2万7.1万股$183.3万5.4万股+1.7万股+31.17%加仓
Ignite Planners, LLC
0.33%0.32%#24$238.9万6.3万股$209.2万6.2万股+973股+1.56%加仓
Discipline Wealth Solutions, LLC
0.2%0.21%#31$234.9万6.2万股$203.1万6.0万股+2,211股+3.68%加仓
Wayfinding Financial, LLC
0.84%2.41%#10$222.9万5.9万股$555.5万16.4万股-10.5万股-64.04%减仓
PKS Advisory Services, LLC
0.35%#23$220.4万5.8万股$00股+5.8万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$197.3万5.2万股$184.9万5.5万股-2,353股-4.31%减仓
Simplicity Wealth,LLC
0.06%0.09%#40$191.2万5.1万股$165.1万4.9万股+1,874股+3.84%加仓
Faithward Advisors, LLC
0.23%0.26%#29$188.4万5.0万股$181.9万5.4万股-3,832股-7.13%减仓
Stirlingshire Investments, Inc.
1.39%1.46%#6$186.8万5.0万股$166.9万4.9万股+167股+0.34%加仓
UNIQUE WEALTH, LLC
0.21%0.19%#30$178.9万4.7万股$136.4万4.0万股+7,073股+17.54%加仓
Carter Financial Group, INC.
0.72%0.76%#17$139.5万3.7万股$122.9万3.6万股+631股+1.74%加仓
Rossby Financial, LCC
0.19%0.19%#32$102.2万2.7万股$92.3万2.7万股00.00%持仓不变
Vantus Wealth LLC
0.54%#18$101.1万2.7万股$00股+2.7万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#50$98.3万2.6万股$00股+2.6万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#76$79.7万2.1万股$60.6万1.8万股+3,205股+17.89%加仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.01%#52$74.8万2.0万股$59.8万1.8万股+2,147股+12.14%加仓
Latitude Advisors, LLC
0.3%0.21%#26$74.6万2.0万股$45.0万1.3万股+6,460股+48.57%加仓
OceanIQ Capital, LLC
0.44%#21$74.5万1.9万股$00股+1.9万股新买入
顶峰金融Summit Financial, LLC
0.01%0.01%#55$70.9万1.9万股$78.6万2.3万股-4,425股-19.05%减仓
Empirical Asset Management, LLC
0.13%0.15%#36$58.7万1.6万股$55.8万1.7万股-945股-5.73%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#54$58.0万1.5万股$33.3万9,858股+5,506股+55.85%加仓
Advisory Advocates, LLC
0.5%#20$57.8万1.5万股$00股+1.5万股新买入
Axim Planning & Wealth
0.79%0.93%#13$56.1万1.5万股$76.6万2.3万股-7,804股-34.45%减仓
Independent Wealth Network Inc.
0.14%0.14%#35$53.7万1.4万股$48.2万1.4万股00.00%持仓不变
Ethos Financial Group, LLC
0.03%0.03%#47$50.6万1.4万股$45.9万1.4万股-2股-0.01%减仓
Onyx Bridge Wealth Group LLC
0.05%0.05%#44$50.4万1.3万股$45.2万1.3万股00.00%持仓不变
SeaCrest Wealth Management, LLC
0.05%#42$46.2万1.2万股$00股+1.2万股新买入

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