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SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
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SIMPLIFY EXCHANGE TRADED FUN

YGLD
持有机构数
16
机构合计市值 (Q2 2026)
$807.5万
机构合计股数 (Q2 2026)
25.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.5万股
11 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.6万股
8 · 4 清仓 · ≈
⚖️ 净额
-2.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$807.5万
持有机构数
16
新买入
6
加仓
5
减仓
4
清仓
4
持股不变
1
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
Authentikos Wealth Advisory, LLC
1.66%1.85%#1$260.4万8.3万股$274.1万6.9万股+1.4万股+20.60%加仓
Legacy Wealth Managment, LLC/ID
0.43%1.06%#2$105.2万3.3万股$212.9万5.3万股-2.0万股-37.29%减仓
RFG顾问RFG Advisory, LLC
0.02%#8$101.9万3.2万股$00股+3.2万股新买入
Park Edge Advisors, LLC
0.18%0.34%#4$86.7万2.8万股$147.2万3.7万股-9,302股-25.24%减仓
Holcombe Financial, Inc.
0.4%0.5%#3$70.1万2.2万股$84.6万2.1万股+1,096股+5.17%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#9$60.2万1.9万股$143.1万3.6万股-1.7万股-46.57%减仓
Cambridge Advisors Inc.
0.09%0.12%#7$50.7万1.6万股$60.5万1.5万股+949股+6.26%加仓
J. M. Brown & Associates Inc.
0.13%#6$23.4万7,432股$00股+7,432股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%#13$20.8万6,626股$00股+6,626股新买入
Luminist Capital LLC
0.17%0.22%#5$16.1万5,117股$16.4万4,106股+1,011股+24.62%加仓
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#11$6.3万1,996股$1.3万314股+1,682股+535.67%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#12$4.7万1,500股$6.2万1,500股00.00%持仓不变
Reyes Financial Architecture, Inc.
<0.01%0.57%#10$7,362234股$69.9万1.8万股-1.7万股-98.66%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#14$2,04565股$00股+65股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%#16$50316股$00股+16股新买入
IFP顾问IFP Advisors, Inc
<0.01%#15$50316股$00股+16股新买入

🧭 机构资金流板块热力图

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