13FBOX
PROFESIONALLY MANAGED PORTFO · 13F 机构持仓分析
期权收益计算器 机构排行
P

PROFESIONALLY MANAGED PORTFO

AKRE
持有机构数
446
机构合计市值 (Q2 2026)
$20.63亿
机构合计股数 (Q2 2026)
3,876.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+260.4万股
101 · 46 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,673.7万股
266 · 54 清仓 · ≈
⚖️ 净额
-1,413.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$20.63亿
持有机构数
446
新买入
46
加仓
55
减仓
212
清仓
54
持股不变
133
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
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
1.77%3.4%#14$4.03亿758.5万股$6.34亿1,199.4万股-440.9万股-36.76%减仓
富兰克林资源FRANKLIN RESOURCES INC
0.02%0.02%#250$8,706.2万163.7万股$1.13亿214.3万股-50.7万股-23.64%减仓
LPL金融LPL Financial LLC
0.02%0.03%#247$8,049.7万151.3万股$1.01亿190.8万股-39.4万股-20.67%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
1.13%0.68%#22$7,166.6万134.7万股$4,214.2万79.7万股+55.0万股+68.97%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#355$6,824.4万128.3万股$6,138.1万116.1万股+12.2万股+10.47%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.07%0.07%#145$5,566.6万104.7万股$4,496.5万85.1万股+19.6万股+23.01%加仓
布朗顾问BROWN ADVISORY INC
0.08%0.11%#128$5,234.7万98.4万股$6,442.4万121.9万股-23.5万股-19.27%减仓
Cambridge Investment Research Advisors, Inc.
0.12%0.13%#108$5,005.2万94.1万股$5,041.9万95.4万股-1.3万股-1.36%减仓
AlTi全球AlTi Global, Inc.
1.02%3.59%#24$4,914.0万92.4万股$1.65亿312.8万股-220.4万股-70.46%减仓
Chemistry Wealth Management LLC
7.84%8.29%#4$4,902.4万92.2万股$4,714.3万89.2万股+3.0万股+3.33%加仓
Montis Financial, LLC
8.7%8.83%#3$4,253.9万80.0万股$4,270.3万80.8万股-8,243股-1.02%减仓
Ascension Capital Advisors, Inc.
10.2%11.39%#1$3,631.9万68.3万股$3,618.2万68.5万股-1,799股-0.26%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.06%#169$2,923.8万53.0万股$2,769.7万52.3万股+6,861股+1.31%加仓
Corient私人财富Corient Private Wealth LLC
0.02%0.04%#230$2,912.7万54.8万股$3,001.8万56.8万股-2.0万股-3.58%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.05%0.57%#173$2,639.2万49.6万股$2.81亿531.7万股-482.1万股-90.67%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#332$2,532.1万47.6万股$3,223.3万61.0万股-13.4万股-21.94%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#360$2,488.5万46.8万股$2,771.3万52.4万股-5.7万股-10.78%减仓
AssetMarkASSETMARK, INC
0.04%0.06%#181$2,453.2万46.1万股$2,734.5万51.7万股-5.6万股-10.86%减仓
Urban Financial Advisory Corp
6.39%8.94%#5$2,318.9万43.6万股$2,528.9万47.8万股-4.3万股-8.89%减仓
FLOW TRADERS U.S. LLC
0.89%#27$2,164.4万40.7万股$00股+40.7万股新买入
Parisi Gray Wealth Management
4.39%5.93%#8$2,140.8万40.2万股$2,488.2万47.1万股-6.8万股-14.51%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#377$2,024.7万38.1万股$2,677.9万50.7万股-12.6万股-24.88%减仓
Affiance Financial, LLC
2.83%3.19%#10$1,968.3万37.0万股$1,967.7万37.2万股-2,269股-0.61%减仓
Waverly顾问Waverly Advisors, LLC
0.11%0.16%#110$1,967.8万37.0万股$2,129.1万40.3万股-3.3万股-8.17%减仓
Ironwood Investment Counsel, LLC
2.39%2.66%#12$1,822.1万34.3万股$1,843.1万34.9万股-6,178股-1.77%减仓
Cross Staff Investments Inc
9.16%7.82%#2$1,545.9万29.1万股$1,542.9万29.2万股-1,289股-0.44%减仓
摩根士丹利MORGAN STANLEY
<0.01%#414$1,482.5万27.9万股$00股+27.9万股新买入
Focus Partners财富Focus Partners Wealth
0.02%0.02%#268$1,480.0万27.8万股$1,629.0万30.8万股-3.0万股-9.73%减仓
组成财富Composition Wealth, LLC
0.17%0.25%#82$1,476.2万27.8万股$1,821.4万34.5万股-6.7万股-19.47%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#384$1,465.6万27.6万股$1,594.5万30.2万股-2.6万股-8.68%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.02%#279$1,359.5万25.6万股$2,137.9万40.5万股-14.9万股-36.82%减仓
MarinerMariner, LLC
0.01%0.02%#275$1,344.1万25.3万股$1,976.8万37.4万股-12.1万股-32.44%减仓
富达投资FMR LLC
<0.01%<0.01%#418$1,341.7万25.2万股$1,216.1万23.0万股+2.2万股+9.62%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.07%0.09%#137$1,307.6万24.6万股$1,533.0万29.0万股-4.4万股-15.26%减仓
Cresset资产管理Cresset Asset Management, LLC
0.05%0.06%#172$1,306.0万24.6万股$1,440.6万27.3万股-2.7万股-9.93%减仓
Focus Financial Network, Inc.
0.37%0.74%#56$1,206.6万22.7万股$2,071.0万39.2万股-16.5万股-42.11%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#270$1,165.8万21.9万股$1,359.6万25.7万股-3.8万股-14.80%减仓
New England Private Wealth Advisors LLC
1.09%1.81%#23$1,127.4万20.6万股$1,567.6万29.7万股-9.0万股-30.48%减仓
EQUITABLE TRUST CO
0.46%0.27%#47$1,109.7万20.9万股$583.2万11.0万股+9.8万股+89.05%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.02%#284$1,036.1万19.5万股$1,042.3万19.7万股-2,422股-1.23%减仓
Basepoint Wealth LLC
5.85%10.14%#6$1,023.0万19.2万股$1,773.2万33.6万股-14.3万股-42.68%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.16%#117$1,004.4万18.9万股$1,415.2万26.8万股-7.9万股-29.48%减仓
Fiduciary Group, LLC
0.78%1%#33$998.0万18.8万股$1,166.5万22.1万股-3.3万股-14.99%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.21%0.23%#75$951.8万17.9万股$944.0万17.9万股+328股+0.18%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.02%#290$931.8万17.5万股$1,074.0万20.3万股-2.8万股-13.80%减仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#295$901.7万17.0万股$678.6万12.8万股+4.1万股+32.03%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.29%0.65%#62$876.7万16.5万股$862.8万16.4万股+1,296股+0.79%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#319$854.9万16.1万股$1,208.5万22.9万股-6.8万股-29.72%减仓
Compton Wealth Advisory Group, LLC
1.67%1.79%#17$826.5万15.3万股$804.5万15.3万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#397$760.3万14.3万股$752.7万14.2万股+532股+0.37%加仓

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