13FBOX
LATTICE STRATEGIES TR · 13F 机构持仓分析
期权收益计算器 机构排行
L

LATTICE STRATEGIES TR

ROSC
持有机构数
27
机构合计市值 (Q2 2026)
$5,386.9万
机构合计股数 (Q2 2026)
96.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.0万股
16 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.1万股
10 · 2 清仓 · ≈
⚖️ 净额
+8.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,386.9万
持有机构数
27
新买入
6
加仓
10
减仓
8
清仓
2
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
Blueprint Investment Partners LLC
1.38%1.33%#2$1,653.3万29.6万股$1,308.5万27.1万股+2.5万股+9.10%加仓
Blueprint Financial Advisors LLC
1.84%1.94%#1$1,653.3万29.6万股$1,308.5万27.1万股+2.5万股+9.10%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#16$1,123.9万20.1万股$863.0万17.9万股+2.2万股+12.45%加仓
Solano Wealth Investment Advisors LLC
0.69%0.65%#3$151.2万2.7万股$131.4万2.7万股-177股-0.65%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$100.4万1.8万股$89.2万1.8万股-527股-2.85%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#22$87.1万1.6万股$00股+1.6万股新买入
Strategic Blueprint, LLC
0.04%0.04%#8$73.0万1.3万股$60.5万1.3万股+527股+4.21%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#14$71.4万1.3万股$62.6万1.3万股-194股-1.50%减仓
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.22%0.21%#5$59.2万1.1万股$50.3万1.0万股+159股+1.53%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#24$53.6万9,589股$53.3万1.1万股-1,452股-13.15%减仓
Gateway Wealth Partners, LLC
0.03%0.04%#10$44.9万8,023股$99.1万2.1万股-1.2万股-60.90%减仓
ATLas Financial Planning LLC
0.35%0.38%#4$43.1万7,701股$42.2万8,739股-1,038股-11.88%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#12$42.3万7,561股$34.5万7,149股+412股+5.76%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#25$35.0万6,255股$00股+6,255股新买入
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
<0.01%<0.01%#15$32.1万5,745股$27.6万5,722股+23股+0.40%加仓
NORTHWEST WEALTH MANAGEMENT, LLC
0.04%0.04%#7$32.1万5,746股$27.6万5,722股+24股+0.42%加仓
MarinerMariner, LLC
<0.01%<0.01%#18$27.1万4,842股$23.4万4,842股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$25.6万4,568股$22.3万4,619股-51股-1.10%减仓
Golden Bell Financial Planning LLC
0.18%0.18%#6$24.3万4,340股$22.4万4,635股-295股-6.36%减仓
Advisors Preferred, LLC
0.04%#9$22.7万4,072股$00股+4,072股新买入
Wagner Wealth Management, LLC
0.02%0.02%#11$9.9万1,770股$8.5万1,768股+2股+0.11%加仓
Capital Investment Advisory Services, LLC
0.01%#13$8.7万1,561股$00股+1,561股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#21$7.1万1,268股$6.1万1,268股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$5.0万902股$4.4万902股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#20$4,46480股$3,83979股+1股+1.27%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#26$711股$00股+1股新买入
富达投资FMR LLC
<0.01%#27$561股$00股+1股新买入

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