13FBOX
INNOVATOR DEFINED WEALTH SHLD ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR DEFINED WEALTH SHLD ETF

BALT
持有机构数
295
机构合计市值 (Q2 2026)
$17.45亿
机构合计股数 (Q2 2026)
5,094.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+883.6万股
180 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-469.6万股
106 · 25 清仓 · ≈
⚖️ 净额
+414.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$17.45亿
持有机构数
295
新买入
43
加仓
137
减仓
81
清仓
25
持股不变
34
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#216$9,451.7万275.8万股$8,508.7万254.3万股+21.5万股+8.47%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.11%0.12%#137$9,297.8万271.3万股$8,244.4万246.3万股+25.0万股+10.14%加仓
Wealthquest Corp
5.5%7.67%#11$8,712.4万254.2万股$1.08亿323.4万股-69.1万股-21.38%减仓
LPL金融LPL Financial LLC
0.02%0.01%#231$8,199.7万239.3万股$2,736.3万81.8万股+157.5万股+192.62%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#234$6,647.4万194.0万股$6,502.7万194.3万股-3,401股-0.18%减仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#176$6,066.7万177.0万股$5,328.8万159.2万股+17.8万股+11.17%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.49%0.58%#67$4,739.5万138.3万股$4,684.6万140.0万股-1.7万股-1.20%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.04%#177$4,238.4万123.7万股$3,162.7万94.5万股+29.2万股+30.86%加仓
Kingsview Wealth Management, LLC
0.68%0.53%#57$3,867.6万115.6万股$3,867.6万115.6万股00.00%持仓不变
Reliant Wealth Planning
9.77%10.17%#4$3,553.9万103.7万股$3,364.4万100.5万股+3.2万股+3.15%加仓
Brookstone资本管理Brookstone Capital Management
0.35%0.35%#84$3,447.2万100.6万股$3,063.9万91.6万股+9.0万股+9.87%加仓
Crown Wealth Group, LLC
8.54%9.21%#6$3,354.6万97.9万股$3,135.5万93.7万股+4.2万股+4.47%加仓
Compass Advisory Group LLC
7.41%7.7%#9$3,118.9万91.0万股$2,876.1万85.9万股+5.1万股+5.90%加仓
LEE JOHNSON CAPITAL MANAGEMENT, LLC
9.62%16.83%#5$3,077.3万89.8万股$4,695.0万140.3万股-50.5万股-36.00%减仓
PTM WEALTH MANAGEMENT, LLC
13.19%14%#1$2,929.9万85.3万股$2,642.5万78.7万股+6.6万股+8.39%加仓
MTM FINANCIAL GROUP, LLC
11.58%12.37%#3$2,702.6万78.9万股$2,635.7万78.8万股+1,002股+0.13%加仓
Kure Advisory, LLC
12.04%12.96%#2$2,540.5万74.1万股$2,379.5万71.1万股+3.0万股+4.26%加仓
NewEdge顾问NewEdge Advisors, LLC
0.07%0.06%#163$2,456.0万71.7万股$1,679.4万50.2万股+21.5万股+42.81%加仓
Clear Creek Financial Management, LLC
1.47%1.57%#35$2,293.1万66.9万股$2,051.8万61.3万股+5.6万股+9.14%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.36%0.48%#82$2,234.1万65.2万股$1,500.2万44.8万股+20.4万股+45.42%加仓
CENTAURUS FINANCIAL, INC.
0.82%0.77%#54$2,126.9万62.1万股$1,617.2万48.3万股+13.7万股+28.43%加仓
PERSONAL CFO SOLUTIONS, LLC
2.79%2.59%#22$1,932.8万56.4万股$1,841.5万55.0万股+1.4万股+2.49%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.75%0.75%#55$1,891.8万55.2万股$1,702.1万50.9万股+4.3万股+8.53%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.34%0.21%#87$1,802.4万52.6万股$1,056.3万31.6万股+21.0万股+66.62%加仓
NBZ Investment Advisors LLC
6.55%7.16%#10$1,679.6万49.0万股$1,640.9万49.0万股-217股-0.04%减仓
Glen Eagle Advisors, LLC
2.05%1.93%#31$1,626.9万47.5万股$1,374.3万41.1万股+6.4万股+15.60%加仓
CRA Financial Services, LLC
1.8%1.97%#33$1,561.7万45.6万股$1,517.0万45.3万股+2,405股+0.53%加仓
Marshall Financial Group, LLC
2.22%#28$1,524.0万44.5万股$00股+44.5万股新买入
AE财富管理AE Wealth Management LLC
0.07%0.11%#168$1,464.3万42.7万股$1,988.4万59.4万股-16.7万股-28.09%减仓
Bellars Harris Wealth Management, LLC
2.97%#19$1,461.1万42.6万股$00股+42.6万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.2%0.22%#108$1,451.7万42.4万股$1,440.1万43.0万股-6,708股-1.56%减仓
Strategic Blueprint, LLC
0.68%0.7%#58$1,358.7万39.6万股$1,208.0万36.1万股+3.5万股+9.83%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.1%0.1%#148$1,304.5万38.1万股$1,180.3万35.3万股+2.8万股+7.93%加仓
Stratos Wealth Advisors, LLC
0.66%0.72%#59$1,200.2万35.0万股$1,166.3万34.9万股+1,700股+0.49%加仓
Prasad Wealth Partners, LLC
2.87%0.4%#21$1,192.5万34.8万股$147.7万4.4万股+30.4万股+688.65%加仓
世界投资顾问World Investment Advisors
0.19%0.19%#114$1,132.6万33.4万股$1,166.7万34.9万股-1.4万股-4.09%减仓
Archer Investment Corp
2.22%2.2%#29$1,127.1万32.9万股$1,032.5万30.9万股+2.0万股+6.59%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.04%#201$1,113.8万32.5万股$1,085.1万32.4万股+747股+0.23%加仓
CENTRAL VALLEY ADVISORS, LLC
2.76%2.89%#23$1,075.9万31.4万股$1,057.3万31.6万股-2,001股-0.63%减仓
LAUREL OAK WEALTH MANAGEMENT, LLC
1.52%1.24%#34$1,041.7万30.4万股$740.9万22.1万股+8.3万股+37.30%加仓
ATX Financial Planning, LLC
7.9%7.88%#7$1,036.9万31.0万股$1,036.9万31.0万股00.00%持仓不变
CreativeOne Wealth, LLC
0.22%0.12%#101$1,036.5万30.2万股$512.4万15.3万股+14.9万股+97.53%加仓
共同顾问Mutual Advisors, LLC
0.19%0.18%#111$1,019.7万29.8万股$836.8万25.0万股+4.7万股+18.99%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.08%0.09%#155$1,004.1万29.3万股$875.4万26.2万股+3.1万股+12.00%加仓
Long Island Wealth Management, Inc.
4.04%3.75%#16$977.6万28.5万股$807.9万24.1万股+4.4万股+18.16%加仓
Ausdal Financial Partners, Inc.
0.37%0.37%#80$955.4万27.9万股$823.7万24.6万股+3.3万股+13.27%加仓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
1.36%1.53%#37$946.0万27.6万股$953.8万28.5万股-8,976股-3.15%减仓
Ankerstar Wealth, LLC
7.83%#8$934.1万27.3万股$00股+27.3万股新买入
Dominguez Wealth Management Solutions, Inc.
5.15%5.55%#12$934.1万27.3万股$915.9万27.4万股-1,129股-0.41%减仓
Carter Financial Group, INC.
4.29%#14$827.5万24.1万股$00股+24.1万股新买入

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