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MFS ACTIVE · 13F 机构持仓分析
期权收益计算器 机构排行
M

MFS ACTIVE

MFSI
持有机构数
80
机构合计市值 (Q2 2026)
$9.11亿
机构合计股数 (Q2 2026)
2,808.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+525.3万股
54 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-163.1万股
21 · 4 清仓 · ≈
⚖️ 净额
+362.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.11亿
持有机构数
80
新买入
17
加仓
37
减仓
17
清仓
4
持股不变
9
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.06%0.04%#25$2.21亿679.3万股$1.36亿456.6万股+222.7万股+48.76%加仓
LPL金融LPL Financial LLC
0.03%0.03%#34$1.14亿351.2万股$1.11亿372.2万股-21.0万股-5.64%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.02%#31$7,452.9万232.8万股$5,114.3万177.7万股+55.1万股+31.00%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#53$4,718.1万145.3万股$3,161.0万106.4万股+38.9万股+36.58%加仓
OLD SECOND NATIONAL BANK OF AURORA
8.41%8.51%#1$4,462.7万137.4万股$4,117.1万138.5万股-1.1万股-0.82%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.42%0.38%#14$3,856.3万118.7万股$3,119.2万105.0万股+13.8万股+13.12%加仓
Baron Wealth Management LLC
8.37%8.66%#2$3,227.3万99.4万股$2,896.1万97.4万股+1.9万股+1.97%加仓
Capital Analysts, LLC
0.72%0.59%#11$3,118.7万96.0万股$2,057.1万67.6万股+28.5万股+42.13%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#35$2,483.1万76.4万股$2,045.8万68.8万股+7.6万股+11.06%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.12%0.12%#18$2,468.6万76.0万股$1,544.7万52.0万股+24.0万股+46.23%加仓
River Street Advisors LLC
6.84%7.05%#4$2,322.0万71.5万股$2,085.6万70.2万股+1.3万股+1.88%加仓
CMH Wealth Management LLC
3.29%3.22%#6$2,154.9万66.3万股$1,875.9万63.1万股+3.2万股+5.11%加仓
Spectrum Wealth Advisory Group, LLC
5.48%4.2%#5$1,924.2万59.2万股$1,128.3万38.0万股+21.3万股+56.05%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$1,874.5万57.7万股$2,483.3万83.6万股-25.8万股-30.93%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#44$1,684.1万51.9万股$1,165.9万39.2万股+12.6万股+32.17%加仓
Soltis Investment Advisors LLC
0.93%0.88%#9$1,669.5万51.4万股$1,401.2万47.1万股+4.3万股+9.02%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#36$1,602.0万49.3万股$1,283.0万43.2万股+6.2万股+14.25%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.04%#28$1,227.9万37.8万股$971.5万32.7万股+5.1万股+15.66%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#43$1,206.6万37.1万股$825.1万27.8万股+9.4万股+33.80%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#59$987.9万30.4万股$761.6万25.6万股+4.8万股+18.69%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#40$869.8万26.8万股$604.4万20.3万股+6.4万股+31.69%加仓
NATIXIS ADVISORS, LLC
0.01%0.01%#49$827.2万25.5万股$530.3万17.8万股+7.6万股+42.74%加仓
Jeter Robert S II
7.72%7.87%#3$815.1万25.0万股$789.8万24.7万股+2,446股+0.99%加仓
现代财富管理Modern Wealth Management, LLC
0.08%#22$653.4万20.1万股$00股+20.1万股新买入
Davenport公司DAVENPORT & Co LLC
0.03%0.04%#30$646.0万19.9万股$657.7万22.1万股-2.2万股-10.13%减仓
Flaharty Asset Management, LLC
0.79%0.77%#10$622.2万20.9万股$622.2万20.9万股00.00%持仓不变
Integrity Financial Corp /WA
2.73%2.35%#7$571.7万17.6万股$472.9万15.9万股+1.7万股+10.63%加仓
附件咨询服务Annex Advisory Services, LLC
0.06%0.33%#24$376.7万11.6万股$1,746.9万58.8万股-47.2万股-80.27%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#41$360.9万11.1万股$207.6万7.0万股+4.1万股+59.04%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#70$312.1万9.6万股$559.2万18.8万股-9.2万股-48.92%减仓
Greykasell Wealth Strategies, Inc.
1.01%0.92%#8$278.9万8.6万股$228.2万7.7万股+9,092股+11.84%加仓
VICTORY FINANCIAL GROUP, LLC
0.29%0.31%#16$276.0万8.5万股$255.0万8.6万股-815股-0.95%减仓
Savvy Advisors, Inc.
0.06%#26$268.0万8.3万股$00股+8.3万股新买入
FLOW TRADERS U.S. LLC
0.1%0.01%#21$232.9万7.2万股$27.1万9,107股+6.3万股+687.30%加仓
MARS JEWETT FINANCIAL GROUP, INC.
0.44%0.76%#12$219.5万6.8万股$240.5万8.1万股-1.3万股-16.48%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.02%#45$153.7万4.7万股$175.8万5.9万股-1.2万股-20.04%减仓
Kingsview Wealth Management, LLC
0.03%0.02%#33$149.4万5.0万股$149.4万5.0万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#54$148.3万4.6万股$132.1万4.4万股+1,208股+2.72%加仓
BOYUM WEALTH ARCHITECTS LLC
0.43%0.38%#13$107.6万3.3万股$90.7万2.9万股+4,363股+15.06%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#74$103.6万3.2万股$562.2万18.9万股-15.7万股-83.14%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#51$100.7万3.1万股$99.5万3.3万股-2,455股-7.33%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#73$81.4万2.5万股$290.9万9.8万股-7.3万股-74.38%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#50$72.4万2.2万股$42.5万1.4万股+8,000股+55.97%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#64$70.8万2.2万股$63.4万2.1万股+445股+2.08%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#48$68.5万2.1万股$00股+2.1万股新买入
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.02%0.03%#39$67.6万2.1万股$77.2万2.6万股-5,162股-19.86%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#37$61.9万1.9万股$56.0万1.9万股+206股+1.09%加仓
Fortis Capital Advisors, LLC
0.07%0.07%#23$61.9万1.9万股$56.0万1.9万股+206股+1.09%加仓
COFG Advisors, LLC
0.1%#20$58.1万1.8万股$00股+1.8万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#56$56.2万1.7万股$54.7万1.8万股-1,097股-5.96%减仓

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