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RBB FD · 13F 机构持仓分析
期权收益计算器 机构排行
R

RBB FD

RBB FD INCTBIL
持有机构数
317
机构合计市值 (Q2 2026)
$32.56亿
机构合计股数 (Q2 2026)
6,530.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,034.1万股
161 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-746.2万股
163 · 43 清仓 · ≈
⚖️ 净额
+287.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$32.56亿
持有机构数
317
新买入
43
加仓
118
减仓
120
清仓
43
持股不变
36
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
摩根士丹利MORGAN STANLEY
0.03%0.03%#203$6.40亿1,283.6万股$4.39亿877.9万股+405.6万股+46.21%加仓
LPL金融LPL Financial LLC
0.13%0.14%#123$5.58亿1,118.2万股$5.40亿1,083.1万股+35.1万股+3.24%加仓
Stifel金融STIFEL FINANCIAL CORP
0.15%0.11%#113$1.77亿355.1万股$1.19亿238.4万股+116.7万股+48.94%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.06%#182$1.77亿354.3万股$1.78亿357.9万股-3.6万股-1.01%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#215$1.67亿335.5万股$1.56亿312.1万股+23.3万股+7.47%加仓
Obermeyer Wealth 合伙人Obermeyer Wealth Partners
3.06%3.21%#10$7,470.7万149.8万股$6,971.3万139.8万股+10.0万股+7.16%加仓
Private Advisor集团Private Advisor Group, LLC
0.25%0.24%#87$5,409.1万108.5万股$5,179.8万103.9万股+4.6万股+4.43%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.48%0.51%#57$5,312.8万106.6万股$5,148.2万103.3万股+3.3万股+3.20%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#246$4,960.2万99.5万股$3,797.5万76.2万股+23.3万股+30.62%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.05%#168$4,743.8万95.1万股$3,919.7万78.6万股+16.5万股+21.02%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.09%#189$4,470.5万89.7万股$8,920.8万178.9万股-89.3万股-49.89%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.07%0.09%#159$4,160.4万83.3万股$4,237.6万85.0万股-1.6万股-1.92%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.08%0.09%#143$4,148.6万83.2万股$3,085.2万61.9万股+21.3万股+34.47%加仓
F/m Investments LLC
2.09%3.02%#16$4,115.2万82.5万股$4,542.5万91.1万股-8.6万股-9.41%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.19%0.25%#101$3,905.4万78.3万股$3,087.5万61.9万股+16.4万股+26.49%加仓
瑞银集团UBS Group AG
<0.01%0.01%#272$3,331.3万66.8万股$3,434.8万68.9万股-2.1万股-3.01%减仓
Equitable控股Equitable Holdings, Inc.
0.2%0.25%#98$3,266.9万65.5万股$3,879.8万77.8万股-12.3万股-15.77%减仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.02%0.01%#225$2,946.4万59.1万股$1,525.6万30.6万股+28.5万股+93.13%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.14%0.14%#114$2,803.7万56.2万股$2,789.7万55.9万股+2,827股+0.51%加仓
Capital Investment Counsel, Inc
2.84%2.8%#12$2,636.9万52.9万股$2,287.5万45.9万股+7.0万股+15.28%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.05%#171$2,461.9万49.4万股$1,934.5万38.8万股+10.6万股+27.26%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#220$2,358.4万47.3万股$2,215.5万44.4万股+2.9万股+6.45%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#257$2,123.9万42.6万股$1,503.0万30.1万股+12.5万股+41.31%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.08%#161$1,989.9万39.9万股$2,044.4万41.0万股-1.1万股-2.67%减仓
IBEX WEALTH ADVISORS
1.52%1.81%#22$1,945.6万39.0万股$1,948.7万39.1万股-616股-0.16%减仓
中央信托CENTRAL TRUST Co
0.35%0.37%#75$1,924.0万38.6万股$1,889.5万37.9万股+6,932股+1.83%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.19%0.51%#100$1,916.7万38.4万股$4,475.2万89.8万股-51.3万股-57.17%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#298$1,778.4万35.7万股$2,085.5万41.8万股-6.2万股-14.71%减仓
Savvy Advisors, Inc.
0.37%0.63%#69$1,730.3万34.7万股$2,357.2万47.3万股-12.6万股-26.60%减仓
普特南投资管理FLPUTNAM INVESTMENT MANAGEMENT CO
0.21%0.31%#97$1,721.5万34.5万股$2,071.0万41.5万股-7.0万股-16.88%减仓
Proactive Wealth Strategies LLC
2.66%3.1%#13$1,657.1万33.2万股$1,650.5万33.1万股+1,331股+0.40%加仓
B & T Capital Management DBA Alpha Capital Management
2.11%0.88%#15$1,625.7万32.6万股$607.7万12.2万股+20.4万股+167.51%加仓
MarinerMariner, LLC
0.02%0.03%#231$1,570.2万31.5万股$2,214.1万44.4万股-12.9万股-29.08%减仓
Sterling Group Wealth Management, LLC
5.99%6.49%#3$1,460.7万29.3万股$1,372.7万27.5万股+1.8万股+6.41%加仓
Alpine Bank Wealth Management
1.87%1.6%#17$1,458.1万29.2万股$1,098.0万22.0万股+7.2万股+32.80%加仓
Family Office Research LLC
5.2%5.02%#4$1,387.4万27.8万股$1,154.8万23.2万股+4.7万股+20.14%加仓
Arax顾问Arax Advisory Partners
0.09%0.15%#142$1,327.0万26.6万股$540.0万10.8万股+15.8万股+145.74%加仓
Avidian Wealth Enterprises, LLC
0.36%0.45%#72$1,317.7万26.4万股$1,424.9万28.6万股-2.1万股-7.52%减仓
MBL Wealth, LLC
0.88%0.85%#31$1,286.6万25.8万股$1,121.2万22.5万股+3.3万股+14.76%加仓
VanWeelden Wealth Management, LLC
9.43%0.28%#1$1,268.3万25.4万股$34.5万6,917股+24.7万股+3,577.58%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#297$1,259.1万25.3万股$00股+25.3万股新买入
Generation Capital Management LLC
7.69%9.42%#2$1,253.4万25.1万股$1,289.6万25.9万股-7,259股-2.81%减仓
Strait & Sound Wealth Management LLC
4.27%4.43%#6$1,216.5万24.4万股$1,190.5万23.9万股+5,217股+2.18%加仓
Tidal投资Tidal Investments LLC
0.02%0.03%#224$1,175.2万23.6万股$1,599.3万32.1万股-8.5万股-26.52%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#260$1,163.4万23.3万股$924.0万18.5万股+4.8万股+25.91%加仓
TCFG Investment Advisors, LLC
3.86%5.59%#8$1,146.4万23.0万股$1,496.1万30.0万股-7.0万股-23.38%减仓
Wealthquest Corp
0.7%0.86%#40$1,105.8万22.2万股$1,215.5万24.4万股-2.2万股-9.02%减仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.07%0.11%#152$1,092.5万21.9万股$1,385.7万27.8万股-5.9万股-21.15%减仓
EP财富顾问EP Wealth Advisors, LLC
0.04%0.05%#196$1,004.2万20.1万股$1,066.5万21.4万股-1.2万股-5.84%减仓
Revolve Wealth Partners, LLC
1%0.85%#29$968.0万19.4万股$657.5万13.2万股+6.2万股+47.22%加仓

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