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

INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028

AJAN
持有机构数
42
机构合计市值 (Q2 2026)
$2,194.4万
机构合计股数 (Q2 2026)
77.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.8万股
16 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.2万股
16 · 6 清仓 · ≈
⚖️ 净额
+6.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,194.4万
持有机构数
42
新买入
8
加仓
8
减仓
10
清仓
6
持股不变
16
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
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#36$333.7万11.8万股$136.2万4.9万股+6.8万股+138.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$193.6万6.8万股$214.5万7.8万股-9,374股-12.08%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$160.3万5.6万股$159.8万5.8万股-1,316股-2.28%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#18$113.5万4.0万股$110.0万4.0万股+206股+0.52%加仓
KFG WEALTH MANAGEMENT, LLC
0.11%0.13%#3$99.7万3.5万股$97.1万3.5万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$79.1万2.8万股$82.3万3.0万股-1,880股-6.32%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#23$72.2万2.5万股$70.1万2.5万股+112股+0.44%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#28$68.5万2.4万股$66.7万2.4万股00.00%持仓不变
共同顾问Mutual Advisors, LLC
0.01%0.01%#13$66.9万2.4万股$68.0万2.5万股-1,026股-4.17%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#31$65.5万2.3万股$65.0万2.4万股-460股-1.95%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#24$64.6万2.3万股$56.8万2.1万股+2,218股+10.79%加仓
Bernard Wealth Management Corp.
0.27%0.27%#1$63.6万2.3万股$63.6万2.3万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$59.9万2.1万股$60.7万2.2万股-849股-3.86%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#20$59.7万2.1万股$59.3万2.1万股-400股-1.87%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#35$58.4万2.1万股$56.9万2.1万股00.00%持仓不变
SageView Advisory 集团SageView Advisory Group, LLC
0.02%#10$58.4万2.1万股$00股+2.1万股新买入
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.02%#11$57.0万2.0万股$55.5万2.0万股00.00%持仓不变
Balance Wealth Partners LLC
0.14%0.16%#2$53.0万1.9万股$53.1万1.9万股-530股-2.76%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$49.7万1.7万股$44.9万1.6万股+1,255股+7.73%加仓
MILESTONE ASSET MANAGEMENT, LLC
0.07%0.08%#4$43.5万1.5万股$42.3万1.5万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%#14$37.7万1.3万股$00股+1.3万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#39$37.4万1.3万股$36.4万1.3万股00.00%持仓不变
Integrity Advisory Solutions, LLC
0.04%#6$35.3万1.2万股$00股+1.2万股新买入
Tradition Wealth Management, LLC
0.02%0.02%#9$33.8万1.2万股$32.9万1.2万股00.00%持仓不变
Fragasso Financial Advisors Inc
0.02%0.02%#12$30.3万1.1万股$29.6万1.1万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#22$29.1万1.0万股$28.4万1.0万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#33$27.0万9,490股$00股+9,490股新买入
Kingsview Wealth Management, LLC
<0.01%<0.01%#16$26.2万9,483股$26.2万9,483股00.00%持仓不变
Three Seasons Wealth, LLC
0.02%0.09%#8$23.0万8,113股$22.4万8,113股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
<0.01%#30$17.7万6,222股$00股+6,222股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#26$16.8万5,931股$13.8万4,978股+953股+19.14%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#19$16.2万5,691股$14.1万5,095股+596股+11.70%加仓
GILL CAPITAL PARTNERS, LLC
0.03%0.03%#7$10.1万3,570股$9.9万3,570股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#25$10.1万3,561股$13.3万4,813股-1,252股-26.01%减仓
Keating Financial Advisory Services, Inc.
0.01%0.01%#15$4.5万1,581股$4.4万1,581股00.00%持仓不变
Benson Wealth Management INC
0.05%0.06%#5$4.5万1,579股$4.4万1,579股00.00%持仓不变
巴克莱BARCLAYS PLC
<0.01%#40$3.9万1,382股$00股+1,382股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#41$3.9万1,372股$1.8万644股+728股+113.04%加仓
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#29$3.3万1,154股$3.7万1,338股-184股-13.75%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#34$2.0万700股$1.9万700股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%#27$5,903208股$00股+208股新买入
瑞银集团UBS Group AG
<0.01%#42$2,35583股$00股+83股新买入

🧭 机构资金流板块热力图

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