13FBOX
第一信托·UST · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST

FIRST TRUSTFMHI
持有机构数
190
机构合计市值 (Q2 2026)
$7.28亿
机构合计股数 (Q2 2026)
1,502.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+248.8万股
109 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-74.4万股
72 · 17 清仓 · ≈
⚖️ 净额
+174.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.28亿
持有机构数
190
新买入
27
加仓
82
减仓
55
清仓
17
持股不变
26
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
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.12%0.14%#38$7,274.4万150.4万股$6,360.0万133.1万股+17.3万股+12.99%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#148$6,825.2万140.8万股$5,722.5万120.4万股+20.3万股+16.86%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#125$5,719.0万117.9万股$5,276.4万111.0万股+7.0万股+6.27%加仓
LPL金融LPL Financial LLC
0.01%0.01%#107$5,646.9万116.5万股$5,230.9万110.0万股+6.4万股+5.84%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#157$3,870.4万79.8万股$3,798.1万79.9万股-729股-0.09%减仓
Meeder Advisory Services, Inc.
1.02%1.08%#5$2,777.4万57.3万股$2,577.8万54.2万股+3.1万股+5.63%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#94$1,945.3万40.1万股$1,707.4万35.9万股+4.2万股+11.71%加仓
Vise科技Vise Technologies, Inc.
0.22%0.11%#28$1,930.0万39.8万股$559.9万11.7万股+28.1万股+240.78%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#159$1,826.8万37.7万股$1,578.9万33.2万股+4.5万股+13.44%加仓
Financial Partners Group, Inc
1.75%1.35%#3$1,723.3万35.5万股$1,130.9万23.8万股+11.8万股+49.40%加仓
花旗集团CITIGROUP INC
0.01%0.01%#139$1,676.6万34.6万股$1,873.7万39.4万股-4.8万股-12.27%减仓
SlateStone Wealth, LLC
1.26%#4$1,644.6万33.9万股$00股+33.9万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#146$1,487.0万30.7万股$1,475.7万31.0万股-3,755股-1.21%减仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#65$1,439.1万29.7万股$1,279.9万26.9万股+2.8万股+10.24%加仓
Manhattan West Asset Management, LLC
2.18%2.12%#1$1,308.1万27.0万股$1,083.8万22.8万股+4.2万股+18.33%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#102$1,216.9万25.1万股$957.1万20.1万股+5.0万股+24.66%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#178$1,085.2万22.4万股$899.9万19.0万股+3.4万股+17.77%加仓
Principle Wealth Partners LLC
0.53%0.61%#16$1,081.1万22.3万股$1,068.5万22.5万股-1,796股-0.80%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#164$1,035.2万21.4万股$644.0万13.5万股+7.8万股+57.60%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#86$922.8万19.0万股$813.9万17.1万股+1.9万股+11.16%加仓
EnRich Financial Partners LLC
2.16%2.26%#2$908.6万18.7万股$850.9万17.9万股+8,404股+4.70%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#176$887.5万18.3万股$280.0万5.9万股+12.4万股+210.73%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#117$701.7万14.5万股$659.4万13.9万股+6,014股+4.34%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#135$663.2万13.7万股$619.1万13.0万股+6,546股+5.03%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#109$576.2万11.9万股$471.1万9.9万股+2.0万股+19.90%加仓
Ocean Park Asset Management, LLC
0.27%0.32%#24$563.9万11.6万股$552.9万11.6万股00.00%持仓不变
VAQUERO PRIVATE WEALTH, LTD
1.01%#6$493.0万10.2万股$00股+10.2万股新买入
Plan Group Financial, LLC
1.01%1.07%#7$491.3万10.1万股$454.7万9.6万股+5,669股+5.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#172$452.5万9.3万股$402.7万8.5万股+8,621股+10.18%加仓
Cyndeo Wealth Partners, LLC
0.21%0.23%#29$446.1万9.2万股$437.4万9.2万股00.00%持仓不变
ASHTON THOMAS SECURITIES, LLC
0.6%0.87%#13$405.7万8.4万股$695.5万14.6万股-6.3万股-42.81%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#142$404.0万8.3万股$269.0万5.7万股+2.7万股+47.26%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.12%0.22%#37$378.0万7.8万股$312.8万6.6万股+1.2万股+18.91%加仓
MBL Wealth, LLC
0.26%0.28%#25$376.3万7.8万股$373.2万7.9万股-905股-1.15%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#97$363.2万7.5万股$425.2万8.9万股-1.5万股-16.27%减仓
Cornerstone Wealth Management, LLC
0.15%0.19%#33$356.1万7.3万股$371.3万7.8万股-4,666股-5.97%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#87$346.5万7.1万股$355.0万7.4万股-2,608股-3.52%减仓
AJ Advisors, LLC
0.94%#10$302.9万6.2万股$00股+6.2万股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.01%#101$277.8万5.7万股$236.0万5.0万股+7,640股+15.39%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#150$272.9万5.6万股$286.7万6.0万股-4,030股-6.68%减仓
Atlas Private Wealth Advisors
0.6%0.69%#14$272.0万5.6万股$294.4万6.2万股-5,829股-9.41%减仓
RFG顾问RFG Advisory, LLC
0.04%0.04%#66$262.0万5.4万股$203.2万4.3万股+1.1万股+26.44%加仓
奥本海默公司OPPENHEIMER & CO INC
0.03%0.03%#78$261.9万5.4万股$243.7万5.1万股+2,755股+5.37%加仓
Avior Wealth Management, LLC
0.07%0.07%#52$245.6万5.2万股$245.6万5.2万股00.00%持仓不变
FIRST HORIZON CORP
0.09%0.1%#46$240.0万5.0万股$235.3万5.0万股00.00%持仓不变
Logan Stone Capital, LLC
0.51%#18$239.0万4.9万股$00股+4.9万股新买入
Janney Montgomery Scott LLC
<0.01%#145$225.6万4.7万股$00股+4.7万股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
0.01%0.01%#116$219.5万4.5万股$240.2万5.1万股-5,245股-10.38%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#122$200.0万4.1万股$146.7万3.1万股+1.0万股+33.61%加仓
IFP顾问IFP Advisors, Inc
0.04%0.04%#68$199.6万4.1万股$172.6万3.6万股+4,840股+13.33%加仓

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