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嘉信策略信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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嘉信策略信托

SCHWAB STRATEGIC TRSCUS
持有机构数
32
机构合计市值 (Q2 2026)
$26.09亿
机构合计股数 (Q2 2026)
444.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+293.8万股
18 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.7万股
10 · 2 清仓 · ≈
⚖️ 净额
+261.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$26.09亿
持有机构数
32
新买入
9
加仓
9
减仓
8
清仓
2
持股不变
6
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
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
1.43%#1$25.61亿256.1万股$00股+256.1万股新买入
Cambridge Investment Research Advisors, Inc.
0.06%0.08%#11$2,611.2万103.7万股$3,080.9万122.3万股-18.5万股-15.16%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#23$687.0万27.3万股$165.0万6.5万股+20.7万股+316.71%加仓
Integrity Advisory Solutions, LLC
0.23%0.23%#7$225.5万9.0万股$175.4万7.0万股+2.0万股+28.65%加仓
Savvy Advisors, Inc.
0.03%0.02%#14$145.0万5.8万股$57.1万2.3万股+3.5万股+153.91%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#15$128.2万5.1万股$177.5万7.0万股-2.0万股-27.71%减仓
Kaizen Financial Strategies
0.35%0.84%#3$107.6万4.3万股$199.3万7.9万股-3.6万股-45.81%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#29$106.0万4.2万股$55.0万2.2万股+2.0万股+92.93%加仓
MarinerMariner, LLC
<0.01%<0.01%#22$83.3万3.3万股$69.5万2.8万股+5,525股+20.04%加仓
WealthPlan Investment Management, LLC
0.04%0.04%#13$80.6万3.2万股$63.7万2.5万股+6,760股+26.76%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#19$66.7万2.6万股$66.4万2.6万股+134股+0.51%加仓
Hummer Financial Advisory Services Inc
0.41%0.44%#2$62.4万2.5万股$62.5万2.5万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#30$59.7万2.4万股$00股+2.4万股新买入
Coastwise Capital Group, LLC
0.3%0.29%#4$52.4万2.1万股$52.7万2.1万股-93股-0.44%减仓
JAMES INVESTMENT RESEARCH, INC.
0.04%0.04%#12$41.0万1.6万股$33.8万1.3万股+2,877股+21.44%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#25$40.3万1.6万股$41.6万1.7万股-500股-3.02%减仓
Mainstream Capital Management LLC
0.22%0.33%#8$36.4万1.4万股$49.1万1.9万股-5,042股-25.88%减仓
January Capital Advisors LLC
0.29%0.93%#5$34.6万1.4万股$68.6万2.7万股-1.3万股-49.55%减仓
HRT金融HRT FINANCIAL LP
<0.01%#26$34.5万1.4万股$00股+1.4万股新买入
Sculati Wealth Management, LLC
0.11%0.13%#10$32.2万1.3万股$35.0万1.4万股-1,101股-7.93%减仓
AUCTUS ADVISORS LLC
0.25%#6$30.0万1.2万股$00股+1.2万股新买入
EQUITABLE TRUST CO
0.01%#16$25.2万1.0万股$00股+1.0万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%#27$25.2万9,994股$00股+9,994股新买入
Mann Financial Group, Inc.
0.19%#9$22.7万9,000股$00股+9,000股新买入
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#28$6.0万2,385股$6.0万2,385股00.00%持仓不变
Golden State Wealth Management, LLC
<0.01%0.01%#18$5.2万2,064股$5.2万2,064股00.00%持仓不变
Costello Asset Management, INC
0.01%0.01%#17$1.7万695股$1.8万695股00.00%持仓不变
Vermillion Wealth Management, Inc.
<0.01%<0.01%#20$1.3万497股$1.3万497股00.00%持仓不变
Princeton Global Asset Management LLC
<0.01%#24$5,211207股$00股+207股新买入
WOLFF WIESE MAGANA LLC
<0.01%<0.01%#21$2,543101股$2,521100股+1股+1.00%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$2,27490股$00股+90股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#32$241股$171股00.00%持仓不变

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