13FBOX
第一信托·UST · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST

FIRST TRUSTFCTR
持有机构数
26
机构合计市值 (Q2 2026)
$4,598.5万
机构合计股数 (Q2 2026)
112.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.6万股
11 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.7万股
13 · 3 清仓 · ≈
⚖️ 净额
+6.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,598.5万
持有机构数
26
新买入
6
加仓
5
减仓
10
清仓
3
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
Geneos财富管理Geneos Wealth Management Inc.
0.25%0.25%#3$1,238.2万30.3万股$1,097.1万30.8万股-4,246股-1.38%减仓
Lunt Capital Management, Inc.
4.27%3.96%#1$1,163.0万28.5万股$1,031.4万28.9万股-4,311股-1.49%减仓
Soltis Investment Advisors LLC
0.28%0.28%#2$507.2万12.4万股$444.7万12.5万股-440股-0.35%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#14$470.2万11.5万股$446.5万12.5万股-1.0万股-8.01%减仓
顶峰金融Summit Financial, LLC
0.03%#8$264.2万6.5万股$00股+6.5万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#20$202.8万5.0万股$34.3万9,620股+4.0万股+416.43%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#19$196.1万4.8万股$215.5万6.0万股-1.2万股-20.53%减仓
Geo 财富管理GeoWealth Management, LLC
0.03%0.03%#7$99.2万2.4万股$86.1万2.4万股+179股+0.74%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#23$65.5万1.6万股$00股+1.6万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#25$59.3万1.5万股$144.1万4.1万股-2.6万股-64.19%减仓
Kraft, Davis & Associates, LLC
0.1%0.1%#4$48.1万1.2万股$45.9万1.2万股00.00%持仓不变
Atria投资Atria Investments, Inc
<0.01%<0.01%#11$36.6万8,970股$25.9万7,263股+1,707股+23.50%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#21$36.5万8,952股$32.0万8,964股-12股-0.13%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#10$32.0万7,839股$29.4万8,237股-398股-4.83%减仓
Wealth Advisory Solutions, LLC
0.06%0.06%#6$31.6万7,752股$27.6万7,752股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#18$28.4万6,964股$24.5万6,865股+99股+1.44%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#13$27.9万6,855股$35.8万1.0万股-3,147股-31.46%减仓
United Advisor Group, LLC
0.03%0.03%#9$24.9万6,092股$21.7万6,092股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$22.6万5,544股$10.4万2,928股+2,616股+89.34%加仓
BlueChip Wealth Advisors LLC
0.08%#5$21.3万5,214股$00股+5,214股新买入
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#12$9.8万2,400股$00股+2,400股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#16$9.7万2,388股$00股+2,388股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#15$1.5万356股$00股+356股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#24$7,824192股$6,835192股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#26$4,083100股$1.7万483股-383股-79.30%减仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#22$4,082100股$3,567100股00.00%持仓不变

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