13FBOX
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028 · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028

AAPR
持有机构数
53
机构合计市值 (Q2 2026)
$4,579.9万
机构合计股数 (Q2 2026)
155.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+71.7万股
23 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.5万股
14 · 6 清仓 · ≈
⚖️ 净额
+62.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,579.9万
持有机构数
53
新买入
9
加仓
14
减仓
8
清仓
6
持股不变
22
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
Legacy CG, LLC
4.48%#1$1,748.9万59.3万股$00股+59.3万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$350.6万11.9万股$343.7万11.9万股-504股-0.42%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#24$312.6万10.6万股$368.4万12.8万股-2.2万股-17.17%减仓
CENTAURUS FINANCIAL, INC.
0.08%0.1%#8$210.6万7.1万股$215.9万7.5万股-3,588股-4.78%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#46$140.5万4.8万股$138.5万4.8万股-465股-0.97%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$108.0万3.7万股$104.4万3.6万股+354股+0.98%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#38$97.3万3.3万股$56.7万2.0万股+1.3万股+67.47%加仓
Crown Wealth Group, LLC
0.22%0.25%#6$87.0万2.9万股$84.9万2.9万股00.00%持仓不变
MTM FINANCIAL GROUP, LLC
0.36%0.34%#4$83.9万2.8万股$71.8万2.5万股+3,512股+14.08%加仓
Trek Financial, LLC
0.04%0.04%#15$79.1万2.7万股$77.2万2.7万股00.00%持仓不变
KFG WEALTH MANAGEMENT, LLC
0.08%0.07%#7$72.1万2.4万股$55.6万1.9万股+5,128股+26.54%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#35$68.6万2.3万股$66.5万2.3万股+153股+0.66%加仓
Selby Wealth Management, LLC
0.24%#5$67.0万2.3万股$00股+2.3万股新买入
世界投资顾问World Investment Advisors
0.01%0.01%#23$65.9万2.3万股$65.9万2.3万股00.00%持仓不变
Cypress Wealth Services, LLC
0.08%0.05%#9$64.5万2.2万股$36.0万1.3万股+9,353股+74.71%加仓
Peak Wealth Management LLC
0.43%0.49%#3$60.9万2.1万股$59.5万2.1万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#25$57.9万2.0万股$72.8万2.5万股-5,651股-22.34%减仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#29$57.2万1.9万股$55.2万1.9万股+231股+1.20%加仓
CROSSPOINT FINANCIAL, LLC
1.27%1.37%#2$55.7万1.9万股$54.3万1.9万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#41$55.6万1.9万股$54.3万1.9万股00.00%持仓不变
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%0.02%#26$55.6万1.9万股$54.3万1.9万股00.00%持仓不变
Lineweaver Wealth Advisors, LLC
0.06%0.07%#11$54.5万1.8万股$53.2万1.8万股00.00%持仓不变
Spire 财富管理Spire Wealth Management
0.02%0.02%#21$51.3万1.7万股$50.1万1.7万股+2股+0.01%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#36$48.6万1.6万股$00股+1.6万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#50$42.4万1.4万股$00股+1.4万股新买入
Geneos财富管理Geneos Wealth Management Inc.
0.01%<0.01%#27$41.3万1.4万股$20.2万7,000股+7,000股+100.00%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#33$39.8万1.3万股$38.9万1.3万股00.00%持仓不变
Three Seasons Wealth, LLC
0.03%0.14%#16$37.6万1.3万股$36.7万1.3万股00.00%持仓不变
Keystone Wealth Services, LLC
0.07%0.08%#10$36.1万1.2万股$35.2万1.2万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$35.0万1.2万股$23.5万8,174股+3,695股+45.20%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#51$31.3万1.1万股$00股+1.1万股新买入
Visionary Wealth 顾问Visionary Wealth Advisors
0.01%0.01%#22$28.4万9,630股$27.7万9,630股00.00%持仓不变
Garden State Investment Advisory Services LLC
0.05%0.06%#13$26.0万8,825股$29.0万1.0万股-1,250股-12.41%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#48$25.7万8,726股$25.1万8,726股00.00%持仓不变
Diligent Investors, LLC
0.05%0.05%#12$23.7万8,050股$21.7万7,550股+500股+6.62%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#37$20.8万7,062股$15.4万5,350股+1,712股+32.00%加仓
Triumph Capital Management
0.03%0.04%#17$18.3万6,200股$17.8万6,200股00.00%持仓不变
巴克莱BARCLAYS PLC
<0.01%<0.01%#52$18.1万6,145股$17.7万6,145股00.00%持仓不变
Glen Eagle Advisors, LLC
0.02%0.02%#18$16.6万5,640股$16.2万5,640股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
<0.01%#42$15.5万5,270股$00股+5,270股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%#28$14.8万5,023股$00股+5,023股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#34$10.5万3,566股$10.5万3,644股-78股-2.14%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#43$10.3万3,477股$10.0万3,477股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#53$9.9万3,342股$3.1万1,067股+2,275股+213.21%加仓
PlanVest Financial, Inc
0.04%0.04%#14$5.9万2,006股$5.8万2,006股00.00%持仓不变
NBZ Investment Advisors LLC
0.02%0.02%#20$4.8万1,635股$4.7万1,635股00.00%持仓不变
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#39$3.7万1,267股$9,789340股+927股+272.65%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#44$2.7万900股$2.7万930股-30股-3.23%减仓
Financial Network Wealth Advisors LLC
0.02%#19$2.0万678股$00股+678股新买入
Archer Investment Corp
<0.01%#32$1.6万547股$00股+547股新买入

🧭 机构资金流板块热力图

净流出 净流入