13FBOX
ETF系列解决方案 · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF系列解决方案

ETF SER SOLUTIONSJEDI
持有机构数
52
机构合计市值 (Q2 2026)
$3,643.8万
机构合计股数 (Q2 2026)
126.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+73.7万股
42 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.4万股
11 · 4 清仓 · ≈
⚖️ 净额
+62.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,643.8万
持有机构数
52
新买入
32
加仓
10
减仓
7
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
威廉姆斯·琼斯财富管理Williams Jones Wealth Management, LLC.
0.1%0.11%#6$887.1万30.5万股$870.1万34.0万股-3.5万股-10.22%减仓
StoneX Group Inc.
0.31%#3$768.3万27.4万股$00股+27.4万股新买入
High Note Wealth, LLC
0.41%<0.01%#2$240.3万8.3万股$1.0万400股+8.2万股+20,583.50%加仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#11$217.5万7.5万股$171.9万6.7万股+7,667股+11.41%加仓
LPL金融LPL Financial LLC
<0.01%#27$174.6万6.0万股$00股+6.0万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#42$140.7万4.8万股$00股+4.8万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#37$136.9万4.7万股$00股+4.7万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#43$124.0万4.3万股$177.9万7.0万股-2.7万股-38.59%减仓
Lane Generational LLC
1.07%#1$122.4万4.2万股$00股+4.2万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#33$112.3万3.9万股$00股+3.9万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#19$111.1万3.8万股$88.3万3.5万股+3,736股+10.83%加仓
共同顾问Mutual Advisors, LLC
0.02%#14$89.3万3.1万股$00股+3.1万股新买入
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#21$73.9万2.5万股$44.7万1.7万股+7,966股+45.55%加仓
Bright Futures Wealth Management, LLC.
0.3%0.34%#4$46.1万1.6万股$50.1万2.0万股-3,705股-18.93%减仓
Insight Advisors, LLC/ PA
0.08%0.09%#7$42.9万1.5万股$46.2万1.8万股-3,300股-18.26%减仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.01%#16$41.3万1.4万股$00股+1.4万股新买入
&Partners&PARTNERS
<0.01%#20$40.7万1.4万股$00股+1.4万股新买入
Advyzon Investment Management, LLC
0.02%0.02%#12$30.4万1.0万股$26.2万1.0万股+250股+2.45%加仓
MONETARY MANAGEMENT GROUP INC
0.06%#9$29.1万1.0万股$00股+1.0万股新买入
斯蒂芬斯公司STEPHENS INC /AR/
<0.01%#18$26.2万9,011股$00股+9,011股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%#35$25.8万8,890股$00股+8,890股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#29$23.5万8,100股$20.7万8,100股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$22.9万7,870股$18.2万7,125股+745股+10.46%加仓
CIBC世界市场CIBC WORLD MARKET INC.
<0.01%#31$21.8万7,505股$00股+7,505股新买入
Worth Asset Management, LLC
0.06%#8$20.1万6,935股$00股+6,935股新买入
Ankerstar Wealth, LLC
0.14%#5$17.2万5,915股$00股+5,915股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$11.4万3,930股$00股+3,930股新买入
Nalls Sherbakoff Group, LLC
0.04%#10$5.3万1,816股$00股+1,816股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#28$4.9万1,675股$00股+1,675股新买入
Noble Wealth Management PBC
0.02%0.02%#13$4.5万1,539股$3.9万1,525股+14股+0.92%加仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#23$4.3万1,475股$3,837150股+1,325股+883.33%加仓
AE财富管理AE Wealth Management LLC
<0.01%#38$3.9万1,358股$00股+1,358股新买入
Tidemark, LLC
0.01%#15$3.2万1,104股$00股+1,104股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#26$2.9万1,000股$00股+1,000股新买入
摩根士丹利MORGAN STANLEY
<0.01%#52$2.8万973股$00股+973股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#48$2.4万842股$5,756225股+617股+274.22%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#44$1.5万500股$1.3万500股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#51$1.4万498股$00股+498股新买入
Signature Resources Capital Management, LLC
<0.01%<0.01%#17$1.2万421股$1,25349股+372股+759.18%加仓
CX Institutional
<0.01%#32$1.2万402股$00股+402股新买入
IFP顾问IFP Advisors, Inc
<0.01%#39$1.0万345股$00股+345股新买入
SHP Wealth Management
<0.01%#24$9,412324股$00股+324股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$8,163281股$7,418290股-9股-3.10%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#50$7,263250股$00股+250股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#49$5,084175股$2.6万1,000股-825股-82.50%减仓
美国合众银行US BANCORP \DE\
<0.01%#47$4,067140股$00股+140股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#45$3,736129股$00股+129股新买入
FIDUCIARY FINANCIAL ADVISORS
<0.01%#30$3,486120股$00股+120股新买入
Ritter Daniher Financial Advisory LLC / DE
<0.01%#25$3,196110股$00股+110股新买入
HighMark Wealth Management LLC
<0.01%<0.01%#22$2,905100股$5,116200股-100股-50.00%减仓

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