13FBOX
STANCE SUSTAINABLE BETA ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

STANCE SUSTAINABLE BETA ETF

CHGX
持有机构数
46
机构合计市值 (Q2 2026)
$8,441.2万
机构合计股数 (Q2 2026)
258.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.8万股
21 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.4万股
15 · 6 清仓 · ≈
⚖️ 净额
+37.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,441.2万
持有机构数
46
新买入
9
加仓
12
减仓
9
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
PFG 投资PFG Investments, LLC
0.6%0.53%#5$1,545.3万46.5万股$1,141.7万42.6万股+4.0万股+9.31%加仓
NATURAL INVESTMENTS, LLC
2.69%2.08%#2$1,227.3万37.0万股$844.4万31.5万股+5.5万股+17.38%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.28%0.03%#6$1,196.2万36.0万股$101.7万3.8万股+32.2万股+850.11%加仓
STANCE CAPITAL LLC
2.75%3.46%#1$904.1万27.2万股$713.9万26.6万股+6,049股+2.27%加仓
世界投资顾问World Investment Advisors
0.09%0.09%#10$554.6万20.7万股$554.6万20.7万股00.00%持仓不变
Colorado Capital Management, Inc.
1.8%1.63%#3$524.6万15.8万股$435.4万16.2万股-4,368股-2.69%减仓
Westfuller Advisors, LLC
1.27%1.29%#4$347.5万10.5万股$299.7万11.2万股-7,096股-6.35%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#21$270.4万8.1万股$195.0万7.3万股+8,734股+12.01%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#23$235.8万7.1万股$206.1万7.7万股-5,827股-7.58%减仓
SEEDS INVESTOR LLC
0.21%0.19%#8$206.9万6.2万股$137.2万4.8万股+1.4万股+30.04%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#32$175.3万5.3万股$178.1万6.6万股-1.4万股-20.50%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#31$172.2万5.2万股$82.7万3.1万股+2.1万股+68.11%加仓
LaSalle St. Investment Advisors, LLC
0.16%0.14%#9$131.1万3.9万股$102.6万3.8万股+1,239股+3.24%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#28$101.3万3.0万股$00股+3.0万股新买入
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#26$90.2万2.7万股$72.9万2.7万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#29$64.8万2.0万股$52.0万1.9万股+127股+0.65%加仓
Moss Adams Wealth Advisors LLC
0.04%#14$63.0万1.9万股$00股+1.9万股新买入
现代财富管理Modern Wealth Management, LLC
0.01%#20$54.6万1.6万股$00股+1.6万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#39$54.0万1.6万股$43.6万1.6万股-1股-0.01%减仓
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.01%0.01%#16$49.6万1.5万股$40.0万1.5万股00.00%持仓不变
Aegis Wealth Management LLC
0.22%0.22%#7$46.8万1.4万股$37.8万1.4万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#41$46.7万1.4万股$00股+1.4万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#27$45.1万1.4万股$61.1万2.3万股-9,187股-40.35%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#25$35.4万1.1万股$15.3万5,641股+5,008股+88.78%加仓
MIRAE ASSET SECURITIES (USA) INC.
0.01%0.04%#17$32.4万9,760股$96.2万3.6万股-2.6万股-72.79%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$31.1万9,356股$25.5万9,357股-1股-0.01%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#33$26.1万7,860股$21.1万7,860股00.00%持仓不变
Rossby Financial, LCC
0.05%0.04%#13$25.8万7,774股$20.2万7,455股+319股+4.28%加仓
Creative Planning财富管理Creative Planning
<0.01%#36$24.3万7,323股$00股+7,323股新买入
WEDBUSH SECURITIES INC
0.01%#22$23.5万7,065股$00股+7,065股新买入
New Insight Wealth Advisors
0.06%#12$20.2万6,073股$00股+6,073股新买入
富达投资FMR LLC
<0.01%<0.01%#45$19.6万5,911股$15.9万5,911股00.00%持仓不变
Millstone Evans Group, LLC
0.08%0.08%#11$15.6万4,699股$12.6万4,699股00.00%持仓不变
TFC Financial Management, Inc.
0.02%0.01%#15$15.0万4,522股$12.1万4,522股00.00%持仓不变
Asset Dedication, LLC
0.01%0.01%#18$13.7万4,115股$11.0万4,115股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#30$10.5万3,159股$8.5万3,159股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#46$8.9万2,689股$1.9万738股+1,951股+264.36%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#38$7.2万2,167股$7.4万2,743股-576股-21.00%减仓
Ascentis Independent Advisors
0.01%<0.01%#19$6.4万2,376股$6.4万2,376股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$6.4万1,914股$00股+1,914股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#42$5.7万1,729股$4.6万1,729股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#34$4.0万1,211股$3.2万1,211股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#37$1.0万302股$8,099302股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#35$5,539168股$4,382168股00.00%持仓不变
Sankala Group LLC
<0.01%#24$4,186124股$00股+124股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#44$1,89357股$1,52957股00.00%持仓不变

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