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哈特福德·FDS EXCHANGE TRADED · 13F 机构持仓分析
期权收益计算器 机构排行
H

哈特福德·FDS EXCHANGE TRADED

HARTFORD FDS EXCHANGE TRADEDHTRB
持有机构数
124
机构合计市值 (Q2 2026)
$19.43亿
机构合计股数 (Q2 2026)
5,758.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+562.2万股
68 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-291.4万股
57 · 15 清仓 · ≈
⚖️ 净额
+270.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.43亿
持有机构数
124
新买入
11
加仓
57
减仓
42
清仓
15
持股不变
14
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
Hartford Funds Management Co LLC
37.02%37.97%#1$4.63亿1,371.6万股$4.37亿1,295.9万股+75.8万股+5.85%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.11%0.11%#38$3.34亿989.6万股$2.92亿866.5万股+123.1万股+14.21%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#54$9,103.9万269.9万股$8,230.7万243.9万股+25.9万股+10.62%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#82$7,074.4万209.7万股$6,691.5万198.3万股+11.4万股+5.74%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.08%0.03%#44$5,406.2万160.3万股$1,746.3万51.8万股+108.5万股+209.62%加仓
EVOLVE PRIVATE WEALTH, LLC
3.12%2.55%#8$5,108.4万150.8万股$4,777.3万141.6万股+9.2万股+6.53%加仓
LPL金融LPL Financial LLC
0.01%0.01%#72$4,869.5万144.3万股$4,129.6万122.4万股+22.0万股+17.94%加仓
Mountain Capital Investment Advisors Inc.
6.31%6.23%#3$4,462.4万132.3万股$4,196.4万123.5万股+8.7万股+7.08%加仓
瑞银集团UBS Group AG
0.01%0.01%#78$4,082.3万121.0万股$4,057.1万120.2万股+7,646股+0.64%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.06%0.08%#47$3,798.6万113.2万股$3,844.8万113.6万股-3,624股-0.32%减仓
HB财富管理HB Wealth Management, LLC
0.2%0.26%#36$3,636.5万107.8万股$4,083.1万121.0万股-13.2万股-10.92%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#73$3,517.1万104.3万股$3,623.6万107.4万股-3.1万股-2.93%减仓
HOWARD FINANCIAL SERVICES, LTD.
3.42%3.75%#7$3,428.3万101.6万股$3,333.6万98.8万股+2.8万股+2.86%加仓
Berger Financial Group, Inc
1.69%1.68%#17$3,300.9万97.8万股$3,009.2万89.2万股+8.7万股+9.71%加仓
Fragasso Financial Advisors Inc
1.7%1.87%#16$3,189.4万94.5万股$3,095.1万91.5万股+3.0万股+3.30%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
4.16%5.23%#4$3,183.9万94.4万股$3,390.9万100.5万股-6.1万股-6.09%减仓
HighTower顾问HighTower Advisors, LLC
0.03%0.04%#60$3,063.9万90.8万股$3,323.0万98.5万股-7.7万股-7.78%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#71$2,890.8万85.1万股$2,520.0万75.0万股+10.1万股+13.46%加仓
CATALYST FINANCIAL PARTNERS LLC
2.51%2.83%#11$2,531.4万75.0万股$2,400.3万71.1万股+3.9万股+5.48%加仓
美国国家慈善信托National Philanthropic Trust
0.35%#33$2,436.1万72.2万股$00股+72.2万股新买入
Spire 财富管理Spire Wealth Management
0.73%0.82%#25$2,407.3万71.4万股$2,410.3万71.4万股-868股-0.12%减仓
Great Point Wealth Advisors, LLC
3.75%4.09%#6$2,320.8万68.8万股$2,213.0万65.6万股+3.2万股+4.88%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#61$2,139.8万63.4万股$2,106.5万62.4万股+9,962股+1.60%加仓
Brio Consultants, LLC
2.09%2.17%#14$1,782.1万52.8万股$1,778.7万52.7万股+1,073股+0.20%加仓
ATTICUS WEALTH MANAGEMENT, LLC
4.08%4.34%#5$1,712.8万50.8万股$1,601.6万47.5万股+3.3万股+6.95%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#105$1,703.3万50.3万股$1,616.7万48.0万股+2.3万股+4.73%加仓
Rehmann Capital Advisory Group
0.86%0.86%#24$1,655.6万49.1万股$1,655.6万49.1万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#64$1,532.9万45.4万股$1,275.9万37.8万股+7.6万股+20.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#94$1,491.0万44.2万股$1,435.3万42.5万股+1.7万股+3.89%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.03%#63$1,456.3万43.2万股$1,978.7万58.6万股-15.5万股-26.39%减仓
CONDOR CAPITAL MANAGEMENT
1.07%1.14%#20$1,423.6万42.2万股$1,363.2万40.4万股+1.8万股+4.44%加仓
PRAIRIEVIEW WEALTH PARTNERS, LLC
10%9.7%#2$1,338.5万39.7万股$1,183.6万35.1万股+4.6万股+13.11%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.31%0.36%#34$1,323.1万39.2万股$1,299.3万38.5万股+7,130股+1.85%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%0.05%#48$1,215.3万36.0万股$1,002.1万29.7万股+6.3万股+21.29%加仓
Bensler, LLC
0.87%1.13%#22$987.1万29.3万股$1,099.3万32.6万股-3.3万股-10.19%减仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.04%#56$955.6万28.3万股$925.3万27.4万股+9,010股+3.29%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.07%#55$921.1万27.3万股$857.1万25.4万股+1.9万股+7.47%加仓
Sanchez Wealth Management Group
1.54%1.79%#18$876.1万26.0万股$829.3万24.6万股+1.4万股+5.66%加仓
PRIVATE CLIENT SERVICES, LLC
2.2%2.51%#13$839.0万24.9万股$839.1万24.9万股+9股+0.00%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.04%#57$816.8万24.2万股$765.9万22.7万股+1.5万股+6.67%加仓
IRON Financial LLC
2.7%3.63%#10$654.8万19.4万股$830.5万24.6万股-5.2万股-21.15%减仓
Apella资本Apella Capital, LLC
0.09%0.08%#43$616.8万18.4万股$565.0万16.6万股+1.8万股+10.94%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#80$602.1万17.8万股$603.8万17.9万股-494股-0.28%减仓
Integrity Financial Corp /WA
2.78%2.61%#9$581.4万17.2万股$524.6万15.5万股+1.7万股+10.81%加仓
Strid Group, LLC
0.61%0.66%#27$551.8万16.4万股$535.5万15.9万股+4,850股+3.06%加仓
MBE Wealth Management, LLC
1.93%1.29%#15$548.2万16.2万股$310.0万9.2万股+7.1万股+76.85%加仓
Freedom Financial Partners LLC
1.53%1.66%#19$468.6万13.9万股$466.9万13.8万股+511股+0.37%加仓
United Advisor Group, LLC
0.49%0.56%#29$467.3万13.9万股$454.0万13.5万股+3,960股+2.94%加仓
CFO4Life Group, LLC
0.56%0.64%#28$418.2万12.4万股$419.6万12.4万股-380股-0.31%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#87$391.0万11.6万股$317.5万9.4万股+2.2万股+23.16%加仓

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