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SIMPLY GOOD FOODS · 13F 机构持仓分析
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SIMPLY GOOD FOODS

SIMPLY GOOD FOODS COSMPL
持有机构数
299
机构合计市值 (Q2 2026)
$11.46亿
机构合计股数 (Q2 2026)
8,627.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,038.1万股
174 · 75 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,418.8万股
140 · 52 清仓 · ≈
⚖️ 净额
-380.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.46亿
持有机构数
299
新买入
75
加仓
99
减仓
88
清仓
52
持股不变
37
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
贝莱德BlackRock, Inc.
<0.01%<0.01%#120$1.81亿1,362.3万股$1.88亿1,308.0万股+54.3万股+4.15%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#110$7,313.4万550.7万股$7,984.2万556.4万股-5.7万股-1.02%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#173$4,912.9万370.0万股$5,411.5万377.1万股-7.2万股-1.90%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#160$4,584.4万345.2万股$4,833.8万336.9万股+8.4万股+2.48%加仓
挪威央行投资管理NORGES BANK
<0.01%0.01%#101$4,012.1万302.1万股$3,893.7万112.9万股+189.2万股+167.61%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#138$3,732.6万281.0万股$3,164.0万220.4万股+60.6万股+27.48%加仓
River Road资产管理River Road Asset Management, LLC
0.38%0.49%#6$3,423.3万257.8万股$4,304.0万299.9万股-42.2万股-14.05%减仓
Silvercrest资产管理集团SILVERCREST ASSET MANAGEMENT GROUP LLC
0.22%0.23%#10$3,366.7万253.5万股$3,233.0万225.3万股+28.2万股+12.53%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.02%0.02%#42$3,358.9万252.9万股$2,382.9万166.1万股+86.9万股+52.32%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#116$3,212.6万241.9万股$1,315.1万91.6万股+150.3万股+163.97%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#149$3,022.0万227.6万股$1,872.0万75.4万股+152.1万股+201.72%加仓
布朗顾问BROWN ADVISORY INC
0.04%0.03%#28$2,817.9万212.2万股$1,663.7万115.9万股+96.3万股+83.02%加仓
LSV ASSET MANAGEMENT
0.05%0.06%#24$2,732.9万205.8万股$2,953.1万205.8万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#71$2,518.0万189.6万股$823.1万57.4万股+132.3万股+230.57%加仓
Boston Trust WaldenBoston Trust Walden Corp
0.18%0.43%#11$2,374.2万178.8万股$5,216.9万363.5万股-184.8万股-50.82%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#129$1,815.5万136.7万股$1,739.0万121.2万股+15.5万股+12.81%加仓
Hotchkis & Wiley资本管理HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.05%0.03%#26$1,599.2万120.4万股$1,122.0万78.2万股+42.2万股+54.02%加仓
橡树资本管理OAKTREE CAPITAL MANAGEMENT LP
0.22%0.25%#9$1,598.8万120.4万股$1,620.0万112.9万股+7.5万股+6.64%加仓
Federated HermesFEDERATED HERMES, INC.
0.02%0.01%#45$1,459.7万109.9万股$401.0万27.9万股+82.0万股+293.37%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
<0.01%0.01%#125$1,440.6万108.5万股$4,314.2万300.6万股-192.1万股-63.91%减仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.02%<0.01%#50$1,402.5万105.6万股$35.0万2.4万股+103.2万股+4,233.71%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#155$1,230.3万92.6万股$1,248.3万87.0万股+5.6万股+6.49%加仓
HRT金融HRT FINANCIAL LP
0.02%0.01%#43$1,209.8万91.1万股$572.0万39.9万股+51.2万股+128.54%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#150$1,209.2万91.1万股$1,163.6万81.1万股+10.0万股+12.29%加仓
Walleye资本Walleye Capital LLC
0.04%0.03%#29$1,106.5万83.3万股$783.0万54.6万股+28.8万股+52.70%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#77$1,056.4万79.5万股$00股+79.5万股新买入
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#102$834.9万62.9万股$539.9万37.6万股+25.2万股+67.11%加仓
富达投资FMR LLC
<0.01%<0.01%#221$797.1万60.0万股$4,047.6万282.1万股-222.0万股-78.72%减仓
Edgestream 合伙人Edgestream Partners, L.P.
0.22%0.21%#8$757.2万57.0万股$641.0万44.7万股+12.4万股+27.66%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#214$756.8万57.2万股$664.4万45.5万股+11.7万股+25.64%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#167$739.3万55.7万股$767.7万53.5万股+2.2万股+4.06%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#148$736.6万55.5万股$836.0万58.3万股-2.8万股-4.80%减仓
Handelsbanken Fonder AB
0.02%0.03%#46$725.8万54.7万股$848.1万59.1万股-4.4万股-7.52%减仓
景顺Invesco Ltd.
<0.01%<0.01%#203$701.0万52.8万股$697.3万48.6万股+4.2万股+8.63%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#213$669.4万50.4万股$1,492.5万104.0万股-53.6万股-51.53%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#104$639.3万48.1万股$292.1万20.4万股+27.8万股+136.51%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#139$603.5万45.4万股$297.1万20.7万股+24.7万股+119.52%加仓
保德信金融PRUDENTIAL FINANCIAL INC
0.01%<0.01%#83$595.5万44.8万股$153.0万10.7万股+34.2万股+320.60%加仓
木星资产管理JUPITER ASSET MANAGEMENT LTD
0.03%0.05%#36$559.4万42.1万股$913.2万63.6万股-21.5万股-33.81%减仓
英仕曼集团Man Group plc
0.01%0.02%#72$547.7万41.2万股$1,194.3万83.2万股-42.0万股-50.45%减仓
Pacer顾问Pacer Advisors, Inc.
0.02%0.02%#51$544.1万41.0万股$673.7万46.9万股-6.0万股-12.73%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#124$534.3万40.2万股$596.3万41.6万股-1.3万股-3.17%减仓
城堡骑士管理CastleKnight Management LP
0.07%#20$519.9万39.2万股$00股+39.2万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#186$512.3万38.6万股$442.8万30.9万股+7.7万股+25.01%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#218$464.6万35.0万股$381.1万26.6万股+8.4万股+31.74%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%#122$451.3万34.0万股$00股+34.0万股新买入
SEIZERT CAPITAL PARTNERS, LLC
0.18%0.2%#12$435.0万32.8万股$433.3万30.2万股+2.6万股+8.49%加仓
Aquatic 资本管理Aquatic Capital Management LLC
0.14%0.15%#13$403.2万30.4万股$510.0万35.5万股-5.2万股-14.58%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%0.01%#95$393.3万29.6万股$416.4万29.0万股+5,935股+2.05%加仓
纽文Nuveen, LLC
<0.01%<0.01%#180$386.7万29.1万股$281.0万19.6万股+9.5万股+48.67%加仓

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