13FBOX
CAPITOL SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITOL SER TR

HTUS
持有机构数
28
机构合计市值 (Q2 2026)
$4,976.1万
机构合计股数 (Q2 2026)
113.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+20.1万股
14 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.3万股
11 · 3 清仓 · ≈
⚖️ 净额
+10.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,976.1万
持有机构数
28
新买入
5
加仓
9
减仓
8
清仓
3
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
LPL金融LPL Financial LLC
<0.01%<0.01%#19$1,390.6万31.7万股$1,179.2万30.9万股+8,189股+2.65%加仓
Comprehensive Wealth Management, LLC
3.01%3.1%#1$658.0万15.0万股$613.4万16.1万股-1.1万股-6.63%减仓
Brookwood Investment Group LLC
0.62%#4$554.0万12.6万股$00股+12.6万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#21$473.9万10.8万股$416.0万10.9万股-930股-0.85%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.01%#12$274.0万6.2万股$229.1万5.8万股+4,763股+8.25%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#27$213.0万4.9万股$373.0万9.8万股-4.9万股-50.28%减仓
FIFTH THIRD SECURITIES, INC.
0.11%0.11%#5$191.7万4.4万股$166.3万4.4万股+143股+0.33%加仓
NIA IMPACT ADVISORS, LLC
0.73%0.68%#2$175.8万4.0万股$153.0万4.0万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#18$144.4万3.3万股$145.4万3.8万股-5,159股-13.54%减仓
Optivise Advisory Services LLC
0.67%#3$132.3万3.0万股$00股+3.0万股新买入
PFG 投资PFG Investments, LLC
0.05%0.04%#8$118.0万2.7万股$95.0万2.5万股+2,008股+8.06%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.06%0.03%#6$89.3万2.0万股$39.1万1.0万股+1.0万股+99.00%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02%0.02%#13$87.7万2.0万股$80.1万2.1万股-990股-4.72%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#22$80.5万1.8万股$53.4万1.4万股+4,347股+31.05%加仓
Western 财富管理Western Wealth Management, LLC
0.02%0.03%#10$75.5万1.7万股$74.6万2.0万股-2,314股-11.85%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#15$61.6万1.4万股$56.8万1.5万股-850股-5.71%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.01%<0.01%#14$40.7万9,272股$21.4万5,599股+3,673股+65.60%加仓
Signal Advisors Wealth, LLC
0.02%0.02%#11$39.6万9,042股$33.9万8,883股+159股+1.79%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#16$39.2万8,937股$00股+8,937股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$33.5万7,644股$31.0万8,123股-479股-5.90%减仓
顶岩集团Caprock Group, LLC
0.01%0.01%#17$32.9万7,500股$28.6万7,500股00.00%持仓不变
Centric Wealth Management
0.05%0.06%#7$30.2万7,168股$30.2万7,168股00.00%持仓不变
LaSalle St. Investment Advisors, LLC
0.04%0.04%#9$29.1万6,640股$25.2万6,605股+35股+0.53%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#25$9.5万2,174股$00股+2,174股新买入
Tradewinds Capital Management, LLC
<0.01%<0.01%#23$5,043115股$4,390115股00.00%持仓不变
NVWM, LLC
<0.01%<0.01%#24$4,385100股$3,817100股00.00%持仓不变
Caitlin John, LLC
<0.01%<0.01%#20$2,85065股$2,48165股00.00%持仓不变
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%#28$1,66638股$00股+38股新买入

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