13FBOX
NEOS REAL ESTATE HIGH INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
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NEOS REAL ESTATE HIGH INCOME ETF

IYRI
持有机构数
53
机构合计市值 (Q2 2026)
$4,988.0万
机构合计股数 (Q2 2026)
101.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.6万股
40 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.2万股
13 · 6 清仓 · ≈
⚖️ 净额
+16.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,988.0万
持有机构数
53
新买入
22
加仓
18
减仓
7
清仓
6
持股不变
6
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
梯度投资Gradient Investments LLC
0.11%0.12%#11$818.9万16.7万股$770.4万16.3万股+3,827股+2.35%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.03%1.1%#3$692.0万14.1万股$656.1万13.9万股+2,159股+1.56%加仓
Cascade Wealth Advisors, Inc
2.13%2.78%#1$530.1万10.7万股$633.9万12.8万股-2.1万股-16.71%减仓
MADDEN SECURITIES Corp
1.37%1.44%#2$492.1万10.0万股$478.0万10.1万股-875股-0.87%减仓
New England Private Wealth Advisors LLC
0.32%#7$328.1万6.5万股$00股+6.5万股新买入
RFG顾问RFG Advisory, LLC
0.05%0.05%#13$321.2万6.5万股$247.6万5.2万股+1.3万股+24.93%加仓
Moran 财富管理Moran Wealth Management, LLC
0.06%0.05%#12$236.4万4.8万股$172.3万3.6万股+1.2万股+32.12%加仓
Cherry Creek Investment Advisors, Inc.
0.84%0.84%#4$213.3万4.3万股$193.5万4.1万股+2,520股+6.16%加仓
顶峰金融Summit Financial, LLC
0.01%0.01%#15$127.4万2.6万股$104.4万2.2万股+3,867股+17.52%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#44$93.3万1.9万股$96.9万2.1万股-1,500股-7.32%减仓
CAP Partners, LLC
0.45%0.4%#5$91.4万1.9万股$71.1万1.5万股+3,574股+23.77%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#33$90.0万1.8万股$79.7万1.7万股+1,458股+8.65%加仓
LPL金融LPL Financial LLC
<0.01%#41$81.9万1.7万股$00股+1.7万股新买入
High Net Worth Advisory Group LLC
0.17%0.18%#9$79.2万1.6万股$76.6万1.6万股-80股-0.49%减仓
世界投资顾问World Investment Advisors
0.01%0.01%#16$74.5万1.6万股$74.5万1.6万股00.00%持仓不变
Core Wealth Advisors, Inc.
0.14%0.09%#10$70.1万1.4万股$39.7万8,388股+5,895股+70.28%加仓
PVG ASSET MANAGEMENT CORP
0.36%0.33%#6$61.5万1.3万股$55.7万1.1万股+1,305股+11.62%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#45$58.0万1.2万股$18.7万3,963股+7,854股+198.18%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#27$50.7万1.0万股$00股+1.0万股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%#26$50.2万1.0万股$00股+1.0万股新买入
ENTREWEALTH, LLC
0.18%#8$49.5万1.0万股$00股+1.0万股新买入
平行顾问Parallel Advisors, LLC
0.01%#19$46.4万9,450股$00股+9,450股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%#23$37.1万7,561股$00股+7,561股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$33.4万6,794股$50.0万1.1万股-3,787股-35.79%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#22$29.5万6,000股$00股+6,000股新买入
MarinerMariner, LLC
<0.01%#38$27.3万5,567股$00股+5,567股新买入
阿波罗财富管理Apollon Wealth Management, LLC
<0.01%#24$27.0万5,500股$00股+5,500股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#49$25.8万5,253股$00股+5,253股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#39$24.8万5,045股$29.9万6,315股-1,270股-20.11%减仓
Compound Planning, Inc.
0.01%#21$24.6万5,016股$00股+5,016股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#37$23.4万4,758股$00股+4,758股新买入
WORLD EQUITY GROUP, INC.
0.05%0.05%#14$21.6万4,393股$20.2万4,275股+118股+2.76%加仓
Strategic Wealth Partners, Ltd.
0.01%#20$11.2万2,289股$00股+2,289股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#43$10.0万2,028股$9.6万2,028股00.00%持仓不变
Markowski Investments
0.01%#17$4.8万986股$00股+986股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#48$4.4万896股$00股+896股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#40$4.2万852股$00股+852股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#29$3.9万800股$3.8万800股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#34$3.7万762股$2.9万606股+156股+25.74%加仓
Founders Financial Alliance, LLC
<0.01%<0.01%#25$2.4万493股$1.7万366股+127股+34.70%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#42$2.2万447股$2,23647股+400股+851.06%加仓
SBI Securities Co., Ltd.
<0.01%<0.01%#35$1.8万358股$2.3万496股-138股-27.82%减仓
SALEM INVESTMENT COUNSELORS INC
<0.01%<0.01%#36$1.6万325股$7,094150股+175股+116.67%加仓
TSFG, LLC
<0.01%#28$1.5万306股$00股+306股新买入
Planning Strategies Inc.
0.01%#18$1.1万232股$00股+232股新买入
Roble, Belko & Company, Inc
<0.01%<0.01%#30$1.1万215股$5,000109股+106股+97.25%加仓
Financial Management Professionals, Inc.
<0.01%<0.01%#31$1.0万206股$9,032191股+15股+7.85%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#52$9,822200股$00股+200股新买入
NFSG Corp
<0.01%<0.01%#32$7,612155股$7,330155股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#47$3,92980股$00股+80股新买入

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