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NORTHERN LTS FD TR IV · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LTS FD TR IV

PTL
持有机构数
120
机构合计市值 (Q2 2026)
$6.49亿
机构合计股数 (Q2 2026)
227.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.4万股
89 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.5万股
32 · 8 清仓 · ≈
⚖️ 净额
+30.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.49亿
持有机构数
120
新买入
28
加仓
61
减仓
24
清仓
8
持股不变
7
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
Inspire Advisors, LLC
6.49%5.45%#4$9,395.5万32.9万股$6,686.9万26.7万股+6.2万股+23.20%加仓
OneAscent Financial Services LLC
4%3.87%#6$8,367.1万29.2万股$7,142.7万28.5万股+7,389股+2.59%加仓
LPL金融LPL Financial LLC
0.01%0.01%#78$5,149.0万18.0万股$3,310.6万13.2万股+4.8万股+36.21%加仓
Plan A Wealth LLC
19.36%18.24%#1$4,551.7万15.9万股$3,807.8万15.2万股+7,126股+4.69%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
1.6%2.23%#11$3,364.1万11.8万股$3,673.5万14.7万股-2.9万股-19.80%减仓
Christian Investment Advisors, Inc.
15.54%14.98%#2$2,636.4万9.2万股$2,371.2万9.3万股-793股-0.85%减仓
Strategic Equity Management
7.74%4.79%#3$2,304.0万8.1万股$1,274.7万5.1万股+3.0万股+58.30%加仓
SILVER OAK SECURITIES, INCORPORATED
1.12%1.15%#12$1,850.6万6.5万股$1,568.8万6.3万股+2,074股+3.31%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#76$1,508.6万5.3万股$1,286.9万5.1万股+1,370股+2.67%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.29%0.26%#30$1,410.9万4.9万股$1,124.8万4.5万股+4,424股+9.85%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.07%0.06%#49$1,290.5万4.5万股$995.0万4.0万股+5,363股+13.51%加仓
MONEYWISE, INC.
4.79%3.36%#5$1,283.5万4.5万股$770.4万3.1万股+1.4万股+45.90%加仓
Inspire Investing, LLC
0.49%#24$1,202.2万4.2万股$00股+4.2万股新买入
Belpointe 资产管理Belpointe Asset Management LLC
0.38%0.38%#27$1,175.5万4.1万股$1,028.3万4.1万股+49股+0.12%加仓
Investment Research Partners LLC
2.91%3.05%#7$859.3万3.0万股$750.4万3.0万股+88股+0.29%加仓
Legacy Wealth Asset Management, LLC
1.81%1.72%#10$824.0万2.9万股$708.8万2.8万股+512股+1.81%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#92$816.3万2.9万股$569.2万2.3万股+5,969股+25.82%加仓
GTS SECURITIES LLC
0.17%0.04%#37$808.3万2.8万股$110.6万4,416股+2.4万股+539.81%加仓
奥格尔财富管理Orgel Wealth Management, LLC
0.15%#38$794.9万2.8万股$00股+2.8万股新买入
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.26%0.18%#32$759.3万2.7万股$587.7万2.3万股+3,088股+13.17%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.06%0.06%#51$716.7万2.5万股$561.6万2.2万股+2,639股+11.77%加仓
FAMILY WEALTH PARTNERS, LLC
2.19%1.91%#9$713.3万2.5万股$558.4万2.2万股+2,643股+11.86%加仓
PAX Financial Group, LLC
1.03%1.03%#14$694.8万2.4万股$603.6万2.4万股+194股+0.81%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#106$657.9万2.3万股$511.5万2.0万股+2,582股+12.65%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#87$633.2万2.2万股$531.9万2.1万股+906股+4.27%加仓
Frontier Asset Management, LLC
1.08%0.9%#13$600.8万2.1万股$430.7万1.7万股+3,811股+22.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#86$563.8万2.0万股$483.8万1.9万股+399股+2.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#98$520.7万1.8万股$335.5万1.3万股+4,810股+35.92%加仓
AE财富管理AE Wealth Management LLC
0.02%0.02%#62$506.2万1.8万股$409.5万1.6万股+1,350股+8.26%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#108$436.6万1.5万股$369.7万1.5万股+508股+3.44%加仓
Pettinga Financial Advisors LLC
0.69%0.66%#20$429.6万1.5万股$350.5万1.4万股+1,029股+7.36%加仓
Sound Financial Strategies Group, LLC
2.63%2.44%#8$413.6万1.4万股$356.8万1.4万股+214股+1.50%加仓
Equitable控股Equitable Holdings, Inc.
0.02%<0.01%#63$374.1万1.3万股$25.0万1,008股+1.2万股+1,197.12%加仓
Tulsa Wealth Advisors, INC
0.48%0.48%#25$342.7万1.2万股$273.2万1.1万股+1,077股+9.88%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#83$334.4万1.2万股$307.0万1.2万股-563股-4.60%减仓
LifeGuide Financial Advisors, LLC
0.86%0.84%#18$301.3万1.1万股$264.3万1.1万股-15股-0.14%减仓
CENTAURUS FINANCIAL, INC.
0.11%#44$293.0万1.0万股$00股+1.0万股新买入
Valmark顾问Valmark Advisers, Inc.
0.03%0.03%#56$292.8万1.0万股$253.4万1.0万股+120股+1.19%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#94$270.4万9,452股$194.1万7,746股+1,706股+22.02%加仓
HRT金融HRT FINANCIAL LP
<0.01%#91$243.9万8,527股$00股+8,527股新买入
Kovack Advisors, Inc.
0.12%#43$242.8万8,492股$00股+8,492股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#104$222.6万7,780股$159.9万6,381股+1,399股+21.92%加仓
Fiduciary Alliance LLC
0.14%0.12%#41$209.2万7,312股$194.9万7,261股+51股+0.70%加仓
Optivise Advisory Services LLC
0.97%1.02%#17$191.8万6,703股$169.2万6,753股-50股-0.74%减仓
Simplicity Wealth,LLC
0.06%0.01%#52$177.2万6,193股$20.6万823股+5,370股+652.49%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#101$169.6万5,928股$110.9万4,426股+1,502股+33.94%加仓
VICUS CAPITAL
0.11%0.1%#46$168.6万5,893股$136.7万5,455股+438股+8.03%加仓
Pioneer Wealth Management Group
0.39%0.37%#26$160.9万5,625股$133.6万5,332股+293股+5.50%加仓
SageOak Financial, LLC
1.01%1%#15$156.0万5,454股$142.1万5,670股-216股-3.81%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#84$155.3万5,430股$117.1万4,673股+757股+16.20%加仓

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