13FBOX
NEOS ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEOS ETF TRUST

SPYI
持有机构数
447
机构合计市值 (Q2 2026)
$18.10亿
机构合计股数 (Q2 2026)
3,412.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+756.1万股
345 · 90 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-155.4万股
105 · 36 清仓 · ≈
⚖️ 净额
+600.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.10亿
持有机构数
447
新买入
90
加仓
255
减仓
69
清仓
36
持股不变
33
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
LPL金融LPL Financial LLC
0.06%0.06%#213$2.79亿525.7万股$2.12亿430.2万股+95.6万股+22.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#325$6,606.2万124.4万股$5,240.6万106.1万股+18.3万股+17.23%加仓
梯度投资Gradient Investments LLC
0.79%0.79%#45$5,736.8万108.1万股$5,116.7万103.6万股+4.4万股+4.26%加仓
瑞银集团UBS Group AG
0.01%0.01%#345$5,511.7万103.8万股$4,623.1万93.6万股+10.2万股+10.87%加仓
Foguth Wealth Management, LLC.
6.09%7.63%#5$5,359.3万101.1万股$6,543.9万121.4万股-20.3万股-16.74%减仓
霍华德资本管理Howard Capital Management, LLC
0.62%0.42%#58$5,301.6万99.9万股$2,594.2万52.5万股+47.3万股+90.04%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.1%0.07%#170$4,687.0万88.3万股$2,454.9万49.7万股+38.6万股+77.55%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.03%#243$4,152.4万78.2万股$2,650.3万53.7万股+24.5万股+45.70%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#323$3,909.6万73.6万股$2,271.4万46.0万股+27.6万股+60.06%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#330$3,765.8万70.9万股$2,150.3万43.6万股+27.4万股+62.86%加仓
Private Advisor集团Private Advisor Group, LLC
0.17%0.14%#125$3,639.7万68.6万股$2,962.9万60.0万股+8.5万股+14.24%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#258$3,567.6万67.2万股$3,400.8万68.9万股-1.7万股-2.45%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#390$3,001.7万56.5万股$2,287.5万46.3万股+10.2万股+22.03%加仓
MADDEN SECURITIES Corp
7.85%7.96%#2$2,825.9万53.2万股$2,648.0万53.6万股-4,082股-0.76%减仓
Second Half Financial Partners, LLC
8.81%9%#1$2,149.1万40.5万股$1,998.5万40.5万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#388$2,138.1万40.3万股$583.6万11.8万股+28.5万股+240.73%加仓
Merit金融集团Merit Financial Group, LLC
0.13%0.14%#148$2,059.3万38.8万股$1,882.9万38.1万股+6,495股+1.70%加仓
Cascade Wealth Advisors, Inc
7.3%7.98%#4$1,816.1万33.5万股$1,818.2万34.0万股-5,227股-1.54%减仓
Aventura Private Wealth, LLC
4.9%5.02%#8$1,596.9万30.1万股$1,373.4万27.8万股+2.3万股+8.13%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.15%0.12%#134$1,485.9万28.0万股$1,074.6万21.8万股+6.2万股+28.58%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.04%#229$1,485.5万28.0万股$1,103.0万22.3万股+5.6万股+25.24%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.11%0.12%#156$1,461.6万27.5万股$1,300.6万26.2万股+1.3万股+5.09%加仓
顶峰金融Summit Financial, LLC
0.16%0.15%#129$1,430.8万27.0万股$1,152.8万23.4万股+3.6万股+15.42%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#406$1,413.1万26.6万股$707.5万14.3万股+12.3万股+85.74%加仓
URS Advisory LLC
7.75%9.69%#3$1,391.6万26.2万股$1,325.2万26.8万股-6,292股-2.34%减仓
Capital Investment Advisory Services, LLC
0.81%0.83%#44$1,308.3万24.6万股$1,133.7万23.0万股+1.7万股+7.31%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%0.05%#214$1,215.3万22.9万股$1,004.3万20.3万股+2.5万股+12.53%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.74%1.31%#20$1,169.7万22.0万股$780.4万15.8万股+6.2万股+39.38%加仓
Ausdal Financial Partners, Inc.
0.45%0.45%#72$1,139.7万21.5万股$1,002.8万20.3万股+1.2万股+5.69%加仓
Marshall & Sterling Wealth Advisors Inc.
6.05%5.57%#6$1,021.1万19.2万股$851.6万17.2万股+2.0万股+11.51%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.19%#111$1,019.9万19.2万股$00股+19.2万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.19%#113$1,011.4万19.1万股$00股+19.1万股新买入
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#281$1,006.0万18.9万股$720.9万14.6万股+4.3万股+29.77%加仓
Centurion Wealth Management LLC
2.4%2.34%#15$1,004.6万18.9万股$1,039.3万21.1万股-2.1万股-10.11%减仓
HUB投资合伙人HUB Investment Partners, LLC
0.18%0.19%#118$981.8万18.5万股$799.0万16.2万股+2.3万股+14.27%加仓
Indivisible Partners
0.54%0.81%#61$959.0万18.1万股$911.5万18.5万股-3,990股-2.16%减仓
Sentinel Advisory Group, LLC
3.78%3.65%#12$925.4万17.4万股$749.5万15.2万股+2.2万股+14.82%加仓
MGO资本MGO ONE SEVEN LLC
0.15%0.17%#133$924.3万17.4万股$831.0万16.8万股+5,776股+3.43%加仓
Steele Capital Management, Inc.
0.34%0.33%#84$921.7万17.4万股$799.4万16.2万股+1.2万股+7.23%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.11%0.12%#161$868.9万16.4万股$717.3万14.5万股+1.8万股+12.64%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.17%0.12%#119$861.5万16.2万股$311.6万6.3万股+9.9万股+157.08%加仓
Chung Wu Investment Group, LLC
5.48%6.08%#7$834.0万15.7万股$705.4万14.3万股+1.4万股+9.93%加仓
Teamwork Financial Advisors, LLC
0.76%0.77%#49$832.8万15.7万股$732.5万14.8万股+8,493股+5.72%加仓
Choreo资本CHOREO, LLC
0.08%0.07%#191$761.1万14.3万股$600.5万12.2万股+2.2万股+17.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#329$758.2万14.3万股$293.6万5.9万股+8.3万股+140.16%加仓
SageGuard Financial Group, LLC
1.02%1%#36$727.3万13.7万股$647.7万13.1万股+5,805股+4.42%加仓
RiverTree Advisors, LLC
4.29%3.99%#10$725.7万13.7万股$630.5万12.8万股+8,981股+7.03%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#374$706.2万13.3万股$575.2万11.7万股+1.7万股+14.17%加仓
LEE JOHNSON CAPITAL MANAGEMENT, LLC
2.21%3.16%#16$705.4万13.3万股$880.0万17.8万股-4.5万股-25.47%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.23%0.19%#100$702.6万13.2万股$509.8万10.3万股+2.9万股+28.16%加仓

🧭 机构资金流板块热力图

净流出 净流入