13FBOX
SERIES PORTFOLIOS TR · 13F 机构持仓分析
期权收益计算器 机构排行
S

SERIES PORTFOLIOS TR

ELM
持有机构数
15
机构合计市值 (Q2 2026)
$1.98亿
机构合计股数 (Q2 2026)
674.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+24.3万股
8 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9,904股
3 · 1 清仓 · ≈
⚖️ 净额
+23.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.98亿
持有机构数
15
新买入
3
加仓
5
减仓
2
清仓
1
持股不变
5
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
Elm Partners 管理Elm Partners Management LLC
6.49%6.92%#1$1.81亿616.9万股$1.60亿600.6万股+16.2万股+2.70%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#10$425.8万14.5万股$394.1万14.5万股00.00%持仓不变
Tanager Wealth Management LLP
0.33%0.34%#3$378.2万12.9万股$350.1万12.9万股00.00%持仓不变
FIRST NATIONAL BANK SIOUX FALLS
0.52%0.5%#2$183.7万6.5万股$183.7万6.5万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#11$158.2万5.4万股$146.5万5.4万股00.00%持仓不变
Onyx Bridge Wealth Group LLC
0.12%0.05%#4$135.8万4.6万股$43.2万1.6万股+3.0万股+190.77%加仓
London & Capital资产管理London & Capital Asset Management Ltd
0.01%0.01%#9$134.7万4.6万股$65.9万2.4万股+2.2万股+89.73%加仓
WEDBUSH SECURITIES INC
0.02%0.02%#8$95.4万3.3万股$70.6万2.6万股+6,535股+25.11%加仓
Insight Advisors, LLC/ PA
0.12%0.08%#5$66.7万2.3万股$41.4万1.5万股+7,504股+49.16%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%#13$38.0万1.3万股$00股+1.3万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#15$28.5万9,733股$47.4万1.7万股-7,753股-44.34%减仓
COWA, LLC
0.06%0.07%#6$24.5万8,352股$26.9万9,924股-1,572股-15.84%减仓
Avion Wealth
0.03%0.03%#7$16.2万5,535股$15.0万5,535股00.00%持仓不变
Larson Financial 集团Larson Financial Group LLC
<0.01%#12$3.5万1,200股$00股+1,200股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#14$2.0万685股$00股+685股新买入

🧭 机构资金流板块热力图

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