13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUN

CRDT
持有机构数
17
机构合计市值 (Q2 2026)
$2,754.3万
机构合计股数 (Q2 2026)
117.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.0万股
12 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-26.9万股
10 · 5 清仓 · ≈
⚖️ 净额
-21.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,754.3万
持有机构数
17
新买入
5
加仓
7
减仓
5
清仓
5
持股不变
0
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
Ascension Capital Advisors, Inc.
4.23%4.53%#1$1,507.9万64.1万股$1,439.6万63.9万股+1,983股+0.31%加仓
Continuum Advisory, LLC
0.85%0.93%#2$1,049.3万44.6万股$972.6万43.2万股+1.4万股+3.32%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%#9$62.7万2.7万股$00股+2.7万股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#8$61.1万2.6万股$60.6万2.7万股-929股-3.46%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$29.3万1.2万股$21.0万9,313股+3,135股+33.66%加仓
Trajan Wealth LLC
0.01%0.01%#4$21.0万8,912股$20.1万8,934股-22股-0.25%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$9.3万3,935股$6.8万3,029股+906股+29.91%加仓
Lloyd Advisory Services, LLC.
0.03%<0.01%#3$8.4万3,556股$1.7万759股+2,797股+368.51%加仓
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#12$1.7万717股$3.5万1,562股-845股-54.10%减仓
Kingdom Financial Group LLC.
<0.01%<0.01%#5$1.6万679股$1.7万759股-80股-10.54%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#6$9,312396股$00股+396股新买入
Networth Advisors, LLC
<0.01%<0.01%#7$5,664241股$4,506200股+41股+20.50%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#15$3,119133股$2,949131股+2股+1.53%加仓
Elevated Capital Advisors, LLC
<0.01%<0.01%#11$1,61068股$2,492111股-43股-38.74%减仓
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#14$75032股$00股+32股新买入
Montgomery Financial Services LLC
<0.01%#10$72931股$00股+31股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#17$42418股$00股+18股新买入

🧭 机构资金流板块热力图

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