13FBOX
RBB FD · 13F 机构持仓分析
期权收益计算器 机构排行
R

RBB FD

RBB FD INCTMFC
持有机构数
196
机构合计市值 (Q2 2026)
$6.76亿
机构合计股数 (Q2 2026)
887.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+186.8万股
98 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-86.2万股
63 · 17 清仓 · ≈
⚖️ 净额
+100.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.76亿
持有机构数
196
新买入
32
加仓
66
减仓
46
清仓
17
持股不变
52
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
摩根士丹利MORGAN STANLEY
0.01%<0.01%#108$1.09亿143.4万股$702.1万10.0万股+133.4万股+1,340.39%加仓
LPL金融LPL Financial LLC
0.02%0.02%#65$1.00亿131.6万股$8,475.3万128.5万股+3.2万股+2.47%加仓
Amplius Wealth Advisors, LLC
5.23%5.33%#1$7,132.8万93.7万股$6,393.6万96.9万股-3.3万股-3.37%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#70$6,761.3万88.8万股$5,817.7万88.2万股+5,897股+0.67%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#95$5,108.2万67.1万股$4,410.5万66.9万股+2,157股+0.32%加仓
Private Advisor集团Private Advisor Group, LLC
0.13%0.12%#24$2,881.3万37.8万股$2,455.1万37.2万股+6,163股+1.66%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#42$2,624.3万34.5万股$2,315.8万35.1万股-6,474股-1.84%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#69$1,626.2万21.4万股$1,157.2万17.5万股+3.8万股+21.72%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#85$1,313.9万17.3万股$951.1万14.4万股+2.8万股+19.65%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#135$1,247.8万16.4万股$1,143.8万17.3万股-9,544股-5.50%减仓
Goodman Advisory Group, LLC
2.29%2.15%#5$995.2万13.1万股$828.5万12.6万股+5,083股+4.05%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.05%#49$979.3万12.9万股$00股+12.9万股新买入
&Partners&PARTNERS
0.03%0.03%#58$771.1万10.1万股$593.3万9.0万股+1.1万股+12.62%加仓
Walker Asset Management, LLC
3.1%2.84%#2$615.0万8.1万股$525.4万8.0万股+1,103股+1.38%加仓
IHT 财富管理IHT Wealth Management, LLC
0.13%0.12%#25$608.8万8.0万股$503.2万7.6万股+3,660股+4.80%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.23%0.21%#18$572.2万7.5万股$466.4万7.1万股+4,427股+6.26%加仓
Larson Financial 集团Larson Financial Group LLC
0.14%0.14%#20$537.0万7.1万股$451.9万6.9万股+2,000股+2.92%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.1%0.09%#30$531.7万7.0万股$471.9万7.2万股-1,717股-2.40%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#147$523.3万6.9万股$322.9万4.9万股+2.0万股+40.39%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.12%0.12%#27$512.0万6.7万股$417.9万6.3万股+3,889股+6.14%加仓
Western 财富管理Western Wealth Management, LLC
0.15%0.15%#19$462.1万6.1万股$386.3万5.9万股+2,120股+3.62%加仓
Redwood Financial Network Corp
2.55%2.61%#4$459.7万6.0万股$397.5万6.0万股+95股+0.16%加仓
Wealthfront顾问Wealthfront Advisers LLC
0.01%0.01%#96$425.1万5.6万股$383.8万5.8万股-2,361股-4.06%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#113$395.8万5.2万股$317.1万4.8万股+3,905股+8.12%加仓
Synergy Financial Group, LTD
2.84%2.57%#3$395.1万5.2万股$342.2万5.2万股+9股+0.02%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#125$359.1万4.7万股$344.9万5.2万股-5,128股-9.81%减仓
PLANWISER FINANCIAL, LLC
2.15%4.58%#6$309.7万4.1万股$632.7万8.8万股-4.7万股-53.59%减仓
共同顾问Mutual Advisors, LLC
0.06%0.05%#45$296.0万3.9万股$212.1万3.2万股+6,706股+20.85%加仓
富达投资FMR LLC
<0.01%<0.01%#178$278.0万3.6万股$145.3万2.2万股+1.4万股+65.66%加仓
Elevation Capital Advisory, LLC
1.04%1.97%#8$270.4万3.5万股$463.1万7.0万股-3.5万股-49.44%减仓
NORTHBRIDGE FINANCIAL GROUP, LLC
1.02%0.96%#9$266.1万3.5万股$222.7万3.2万股+3,216股+10.14%加仓
繁荣金融服务Prospera Financial Services Inc
0.04%0.03%#57$249.5万3.3万股$209.8万3.2万股+957股+3.01%加仓
Avidian Wealth Enterprises, LLC
0.06%0.06%#43$216.1万2.8万股$187.2万2.8万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#146$212.9万2.8万股$152.6万2.3万股+4,831股+20.89%加仓
Dale Q Rice Investment Management Ltd
0.98%1.2%#10$181.2万2.4万股$158.5万2.4万股-234股-0.97%减仓
GTS SECURITIES LLC
0.04%0.04%#56$179.1万2.4万股$107.4万1.6万股+7,238股+44.46%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#121$163.2万2.1万股$114.8万1.7万股+4,024股+23.12%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%0.01%#149$158.4万2.1万股$743.5万11.3万股-9.2万股-81.54%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.01%#76$157.9万2.1万股$53.0万8,032股+1.3万股+158.09%加仓
Arbor Wealth Management LLC\AZ
1.4%#7$157.2万2.1万股$00股+2.1万股新买入
STEEL GROVE CAPITAL ADVISORS, LLC
0.14%0.13%#21$145.5万1.9万股$126.1万1.9万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#126$142.4万1.9万股$126.0万1.9万股-414股-2.17%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#173$142.0万1.9万股$102.7万1.6万股+3,085股+19.82%加仓
First Heartland Consultants, Inc.
0.09%0.08%#34$137.1万1.8万股$105.6万1.6万股+1,996股+12.47%加仓
布朗顾问BROWN ADVISORY INC
<0.01%#133$129.5万1.7万股$00股+1.7万股新买入
Sound View Wealth Advisors Group, LLC
0.08%0.08%#36$127.5万1.7万股$121.1万1.8万股-1,618股-8.81%减仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#106$126.8万1.7万股$94.7万1.4万股+2,291股+15.96%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.08%0.07%#35$125.9万1.7万股$89.4万1.4万股+2,990股+22.07%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#169$124.2万1.6万股$109.3万1.7万股-253股-1.53%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#180$121.7万1.6万股$23.6万3,576股+1.2万股+346.90%加仓

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