13FBOX
NEW YORK LIFE INVESTMENTS ET · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEW YORK LIFE INVESTMENTS ET

HFXI
持有机构数
113
机构合计市值 (Q2 2026)
$15.15亿
机构合计股数 (Q2 2026)
3,976.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,001.6万股
63 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.6万股
41 · 8 清仓 · ≈
⚖️ 净额
+943.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$15.15亿
持有机构数
113
新买入
22
加仓
41
减仓
33
清仓
8
持股不变
17
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
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.06%0.04%#38$2.90亿760.1万股$1.58亿469.8万股+290.3万股+61.80%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#62$2.37亿622.9万股$1.28亿411.6万股+211.3万股+51.33%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#68$1.15亿301.8万股$8,295.0万247.0万股+54.8万股+22.19%加仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.8%0.89%#15$1.14亿300.3万股$1.05亿311.6万股-11.3万股-3.63%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#47$1.06亿278.4万股$7,801.9万232.3万股+46.1万股+19.82%加仓
LPL金融LPL Financial LLC
0.02%0.02%#49$1.01亿264.4万股$6,105.7万181.8万股+82.6万股+45.40%加仓
瑞银集团UBS Group AG
0.01%0.01%#63$8,010.1万210.3万股$5,406.7万161.0万股+49.3万股+30.61%加仓
MarinerMariner, LLC
0.06%0.06%#37$6,048.2万158.8万股$5,370.4万159.9万股-1.1万股-0.71%减仓
Go Invest LLC
10.6%#1$4,512.7万118.5万股$00股+118.5万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
0.01%<0.01%#73$3,425.5万89.9万股$2,417.4万72.0万股+17.9万股+24.93%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#43$3,199.9万84.0万股$2,776.8万82.7万股+1.3万股+1.59%加仓
Mason & Associates Inc
4.02%4.14%#4$2,489.1万65.3万股$2,138.7万65.7万股-3,349股-0.51%减仓
FLYNN ZITO CAPITAL MANAGEMENT, LLC
5.9%6.28%#2$2,171.5万57.0万股$1,964.4万58.5万股-1.5万股-2.54%减仓
Landmark Wealth Management, LLC
4.52%4.4%#3$1,889.9万49.6万股$1,644.0万49.0万股+6,589股+1.35%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#79$1,473.9万38.7万股$1,089.5万32.4万股+6.3万股+19.27%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#54$1,458.7万38.3万股$1,122.2万33.4万股+4.9万股+14.59%加仓
Ameritas Investment Partners, Inc.
0.36%0.36%#20$1,358.4万35.7万股$1,168.6万34.8万股+8,620股+2.48%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.05%#39$1,097.2万28.8万股$981.3万29.2万股-4,173股-1.43%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#89$1,083.7万28.5万股$1,042.6万31.0万股-2.6万股-8.36%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.09%0.1%#35$1,024.1万26.9万股$877.4万26.1万股+7,584股+2.90%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.01%#57$992.7万26.1万股$832.5万24.8万股+1.3万股+5.13%加仓
MARINO, STRAM & ASSOCIATES LLC
1.49%1.51%#10$934.5万24.5万股$840.5万25.0万股-4,969股-1.99%减仓
Gladstone Institutional Advisory LLC
0.29%0.3%#21$925.6万24.3万股$812.8万24.2万股+956股+0.39%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.21%#25$897.5万23.6万股$00股+23.6万股新买入
TSFG, LLC
1.06%0.19%#13$845.2万22.2万股$124.3万3.7万股+18.5万股+499.67%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#64$841.2万22.1万股$784.9万23.4万股-1.3万股-5.52%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#69$753.6万19.8万股$480.0万14.3万股+5.5万股+38.41%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#61$676.9万17.8万股$461.0万13.7万股+4.0万股+29.45%加仓
Veridan Wealth LLC
2.23%2.19%#6$654.9万17.2万股$590.8万17.6万股-4,017股-2.28%减仓
Prosperity Financial Group, Inc.
1.77%1.74%#8$572.4万15.0万股$470.3万14.0万股+1.0万股+7.29%加仓
Navigation Group, LLC
0.98%#14$501.8万13.2万股$00股+13.2万股新买入
Spartan Wealth Advisory Services LLC
0.38%#19$461.8万12.1万股$00股+12.1万股新买入
奥本海默公司OPPENHEIMER & CO INC
0.05%0.04%#41$430.2万11.3万股$362.6万10.8万股+4,944股+4.58%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#52$346.0万9.1万股$295.9万9.1万股-349股-0.38%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#56$333.4万8.8万股$337.0万10.0万股-1.3万股-12.77%减仓
Wiser Advisor Group LLC
3.53%3.47%#5$322.3万8.5万股$287.3万8.6万股-955股-1.12%减仓
Waterloo Capital, L.P.
0.17%0.17%#28$309.5万8.1万股$247.0万7.4万股+7,697股+10.46%加仓
北岩合伙人NorthRock Partners, LLC
0.04%0.04%#42$304.8万8.0万股$230.3万6.9万股+1.1万股+16.68%加仓
资本投资顾问Capital Investment Advisors, LLC
0.04%0.03%#44$284.0万7.5万股$190.3万5.7万股+1.8万股+31.57%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%<0.01%#67$268.3万7.0万股$14.4万4,284股+6.6万股+1,544.14%加仓
WESCAP Management Group, Inc.
0.49%0.46%#17$264.0万6.9万股$232.8万6.9万股00.00%持仓不变
Oder Investment Management, LLC
1.48%#11$229.3万6.0万股$00股+6.0万股新买入
THOROUGHBRED FINANCIAL SERVICES, LLC
0.1%0.12%#33$223.3万5.9万股$196.8万5.9万股00.00%持仓不变
Redwood Financial Network Corp
1.14%1.17%#12$204.9万5.4万股$179.0万5.3万股+496股+0.93%加仓
Peck Wealth Management, LLC
1.69%#9$200.4万5.3万股$00股+5.3万股新买入
Intentional Wealth Strategies, LLC
1.79%1.63%#7$191.0万5.0万股$174.9万5.2万股-1,944股-3.73%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.02%#59$180.4万4.7万股$180.2万5.3万股-5,258股-9.98%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#65$179.4万4.7万股$151.0万4.5万股+2,126股+4.73%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.04%#53$163.9万4.3万股$363.6万10.8万股-6.5万股-60.27%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#81$152.4万4.1万股$673.0万19.8万股-15.8万股-79.55%减仓

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