13FBOX
FIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGY · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGY

BGLD
持有机构数
36
机构合计市值 (Q2 2026)
$3,294.3万
机构合计股数 (Q2 2026)
202.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+38.6万股
21 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-39.4万股
16 · 5 清仓 · ≈
⚖️ 净额
-8,162股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,294.3万
持有机构数
36
新买入
8
加仓
13
减仓
11
清仓
5
持股不变
4
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
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#19$737.3万45.3万股$749.3万43.7万股+1.5万股+3.54%加仓
Sequent Planning LLC
1.01%0.61%#1$474.4万29.1万股$251.6万14.7万股+14.4万股+98.39%加仓
Maia Wealth LLC
0.66%0.8%#2$445.3万27.3万股$470.6万27.5万股-1,223股-0.45%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#25$243.9万15.0万股$236.2万13.8万股+1.2万股+8.66%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$223.8万13.7万股$237.3万13.8万股-1,018股-0.74%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#13$170.0万10.4万股$168.5万9.8万股+6,022股+6.12%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#31$138.6万8.5万股$00股+8.5万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#27$91.4万5.6万股$79.8万4.7万股+9,529股+20.46%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%0.01%#23$91.2万5.6万股$107.3万6.3万股-6,588股-10.52%减仓
Sigma Planning Corp
0.02%0.02%#14$74.2万4.6万股$78.2万4.6万股-68股-0.15%减仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#24$56.1万3.4万股$52.0万3.0万股+4,123股+13.59%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$51.8万3.2万股$53.5万3.1万股+606股+1.94%加仓
Mission Financial Group, LLC
0.42%0.59%#3$50.5万3.1万股$63.5万3.7万股-6,099股-16.43%减仓
SECURED RETIREMENT ADVISORS, LLC
0.26%0.29%#4$50.0万3.1万股$50.4万2.9万股+1,321股+4.49%加仓
Synergy Asset Management, LLC
0.04%#10$47.2万2.9万股$00股+2.9万股新买入
Capital Investment Advisory Services, LLC
0.03%0.04%#11$45.7万2.8万股$50.7万3.0万股-1,500股-5.07%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#20$44.8万2.7万股$48.6万2.8万股-843股-2.98%减仓
ARQ WEALTH ADVISORS, LLC
0.05%#9$43.6万2.6万股$00股+2.6万股新买入
Kovack Advisors, Inc.
0.02%0.02%#15$35.1万2.1万股$35.0万2.0万股+1,324股+6.57%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.01%0.01%#17$31.6万1.9万股$23.3万1.3万股+6,053股+45.37%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#22$31.6万1.9万股$00股+1.9万股新买入
Csenge Advisory 集团Csenge Advisory Group
0.01%0.01%#16$30.0万1.8万股$18.1万1.1万股+7,847股+74.27%加仓
Arlington Capital Management, Inc.
0.18%1.56%#5$28.4万1.7万股$277.3万16.2万股-14.4万股-89.23%减仓
COMPASS CAPITAL CORP /MA/ /ADV
0.08%0.08%#8$22.8万1.3万股$21.4万1.2万股+974股+7.91%加仓
Optivise Advisory Services LLC
0.09%#6$18.2万1.1万股$00股+1.1万股新买入
Regatta Research & Money Management
0.08%#7$8.5万5,202股$00股+5,202股新买入
Noble Wealth Management PBC
0.01%0.01%#18$2.4万1,450股$2.5万1,450股00.00%持仓不变
Financial Network Wealth Advisors LLC
0.02%0.02%#12$1.9万1,166股$2.0万1,166股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#32$1.7万1,013股$1.3万747股+266股+35.61%加仓
Capital Analysts, LLC
<0.01%<0.01%#30$8,275508股$9,000508股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#35$7,816476股$1.6万951股-475股-49.95%减仓
Integrity Financial Corp /WA
<0.01%<0.01%#26$4,512277股$4,748277股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%#34$1,629100股$00股+100股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#33$91256股$00股+56股新买入
Park Square Financial Group, LLC
0.01%0.09%#21$58636股$1.2万704股-668股-94.89%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#36$45728股$2,08187股-59股-67.82%减仓

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