13FBOX
PROFESIONALLY MANAGED PORTFO · 13F 机构持仓分析
期权收益计算器 机构排行
P

PROFESIONALLY MANAGED PORTFO

WAGN
持有机构数
22
机构合计市值 (Q2 2026)
$1,664.2万
机构合计股数 (Q2 2026)
120.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+97.4万股
20 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.7万股
3 · 3 清仓 · ≈
⚖️ 净额
+94.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,664.2万
持有机构数
22
新买入
12
加仓
8
减仓
0
清仓
3
持股不变
2
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
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#10$463.9万33.7万股$63.1万4.5万股+29.2万股+653.09%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#14$442.8万32.2万股$00股+32.2万股新买入
Del-Sette Capital Management, LLC
1.31%#1$224.7万16.3万股$00股+16.3万股新买入
Old Port Advisors
0.3%#2$152.5万11.1万股$00股+11.1万股新买入
Belpointe 资产管理Belpointe Asset Management LLC
0.03%0.03%#6$80.9万5.9万股$77.4万5.5万股+3,904股+7.12%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#7$52.6万3.8万股$40.6万2.9万股+9,456股+32.87%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$36.6万2.7万股$36.3万2.6万股+833股+3.23%加仓
NWF Advisory Services Inc.
0.03%0.03%#5$35.7万2.6万股$31.0万2.2万股+4,000股+18.22%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#11$29.1万2.1万股$23.1万1.6万股+4,523股+27.58%加仓
Tactive Advisors, LLC
0.06%#3$25.7万1.9万股$00股+1.9万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#19$21.5万1.6万股$00股+1.6万股新买入
INVESTMENT HOUSE LLC
0.01%0.01%#8$16.9万1.2万股$16.9万1.2万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#16$16.8万1.2万股$17.1万1.2万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#15$14.9万1.1万股$15.2万1.1万股+89股+0.83%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#17$13.0万9,473股$00股+9,473股新买入
Glass Jacobson Investment Advisors llc
0.04%0.03%#4$13.0万9,473股$10.1万7,162股+2,311股+32.27%加仓
瑞银集团UBS Group AG
<0.01%#20$10.7万7,779股$00股+7,779股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#13$5.8万4,200股$00股+4,200股新买入
Hilltop National Bank
0.01%#9$3.7万2,680股$00股+2,680股新买入
摩根士丹利MORGAN STANLEY
<0.01%#22$1.9万1,400股$00股+1,400股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#18$8,340600股$00股+600股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#21$4,685340股$00股+340股新买入

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