13FBOX
LISTED FDS TR · 13F 机构持仓分析
期权收益计算器 机构排行
L

LISTED FDS TR

SEPQ
持有机构数
19
机构合计市值 (Q2 2026)
$1,956.2万
机构合计股数 (Q2 2026)
69.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.9万股
11 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.9万股
9 · 4 清仓 · ≈
⚖️ 净额
+9,433股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,956.2万
持有机构数
19
新买入
5
加仓
6
减仓
5
清仓
4
持股不变
3
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
Q3 Asset Management
1.3%4.24%#1$717.5万25.3万股$661.0万28.8万股-3.5万股-12.25%减仓
FIFTH THIRD SECURITIES, INC.
0.24%0.1%#4$417.5万14.7万股$154.0万6.7万股+8.0万股+119.15%加仓
HBW ADVISORY SERVICES LLC
0.29%0.26%#3$318.3万11.2万股$246.0万10.7万股+4,952股+4.62%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#8$126.8万4.5万股$92.9万4.0万股+5,200股+13.04%加仓
Redwood Family Wealth LLC
1%0.94%#2$113.7万4.0万股$96.7万4.2万股-2,076股-4.93%减仓
PFG 投资PFG Investments, LLC
0.03%0.02%#5$83.8万3.0万股$46.7万2.0万股+9,201股+45.27%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#11$46.7万1.6万股$00股+1.6万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#13$32.1万1.1万股$24.7万1.1万股+536股+4.98%加仓
旧使命资本OLD MISSION CAPITAL LLC
<0.01%#7$31.5万1.1万股$00股+1.1万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#14$27.4万9,656股$22.2万9,656股00.00%持仓不变
Transamerica Financial Advisors, LLC
0.01%0.01%#6$14.6万5,148股$13.2万5,753股-605股-10.52%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#12$11.6万4,080股$9.4万4,080股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$10.8万3,817股$9.1万3,975股-158股-3.97%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%#15$2.0万700股$00股+700股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#16$1.3万455股$1,56168股+387股+569.12%加仓
Triumph Capital Management
<0.01%<0.01%#10$5,677200股$4,590200股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#18$291股$1.9万739股-738股-99.86%减仓
富达投资FMR LLC
<0.01%#18$281股$00股+1股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%#17$271股$00股+1股新买入

🧭 机构资金流板块热力图

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