13FBOX
GUGGENHEIM STRATEGIC OPPORTU · 13F 机构持仓分析
期权收益计算器 机构排行

GUGGENHEIM STRATEGIC OPPORTU

GOF
持有机构数
214
机构合计市值 (Q2 2026)
$5.41亿
机构合计股数 (Q2 2026)
4,950.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+791.8万股
125 · 37 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-299.2万股
79 · 25 清仓 · ≈
⚖️ 净额
+492.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.41亿
持有机构数
214
新买入
37
加仓
88
减仓
54
清仓
25
持股不变
35
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%#131$7,475.6万684.6万股$1.22亿815.6万股-131.0万股-16.07%减仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
1.38%1.05%#11$2,911.7万266.6万股$2,080.9万188.8万股+77.8万股+41.21%加仓
Estate Planners Group, LLC
12.17%12.55%#1$2,691.6万246.5万股$2,612.4万237.1万股+9.4万股+3.97%加仓
LPL金融LPL Financial LLC
0.01%0.01%#119$2,673.8万244.8万股$2,774.4万251.8万股-6.9万股-2.74%减仓
VERUS CAPITAL PARTNERS, LLC
1.42%1.87%#9$2,623.0万240.2万股$2,729.8万247.7万股-7.5万股-3.03%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#140$2,261.6万207.1万股$2,112.8万191.7万股+15.4万股+8.02%加仓
Kera Capital Partners, Inc.
1.87%0.05%#7$1,951.8万178.7万股$42.1万3.8万股+174.9万股+4,579.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#127$1,894.3万173.5万股$1,617.7万146.8万股+26.7万股+18.17%加仓
景顺Invesco Ltd.
<0.01%<0.01%#160$1,713.2万156.9万股$1,606.5万145.8万股+11.1万股+7.62%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#93$1,706.6万156.3万股$1,378.9万125.1万股+31.2万股+24.89%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#143$1,589.3万145.5万股$1,262.8万114.6万股+31.0万股+27.02%加仓
Thomas J. Herzfeld Advisors, Inc.
4.48%3.81%#2$1,459.7万133.7万股$1,119.0万101.5万股+32.1万股+31.64%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#90$1,457.9万133.5万股$1,175.7万106.7万股+26.8万股+25.13%加仓
COHEN & STEERS, INC.
0.02%0.02%#80$1,372.4万125.7万股$1,346.4万122.2万股+3.5万股+2.86%加仓
Logan Stone Capital, LLC
2.78%3.98%#3$1,315.7万120.5万股$1,431.6万129.9万股-9.4万股-7.26%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#141$1,043.2万95.5万股$858.8万77.9万股+17.6万股+22.59%加仓
CreativeOne Wealth, LLC
0.22%0.24%#22$1,036.1万94.9万股$1,043.4万94.7万股+2,003股+0.21%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.03%#82$1,022.7万93.7万股$927.9万84.2万股+9.5万股+11.23%加仓
Secure Asset Management, LLC
0.97%1.09%#15$689.5万63.1万股$687.0万62.3万股+8,013股+1.29%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#181$685.6万62.8万股$664.9万60.3万股+2.4万股+4.06%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.02%#65$605.5万55.4万股$301.8万27.4万股+28.1万股+102.49%加仓
PETRA FINANCIAL ADVISORS INC
2.41%3.2%#4$520.8万47.7万股$517.3万46.9万股+7,531股+1.60%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#118$520.1万47.6万股$622.0万56.4万股-8.8万股-15.62%减仓
Advisory Solutions Group, LLC
1.75%#8$515.6万47.2万股$00股+47.2万股新买入
Janney Montgomery Scott LLC
0.01%0.01%#110$462.6万42.4万股$463.1万42.0万股+3,376股+0.80%加仓
Arax顾问Arax Advisory Partners
0.02%<0.01%#74$359.1万32.9万股$2.2万1,997股+32.7万股+16,367.70%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.09%0.08%#35$358.7万32.8万股$271.9万24.7万股+8.2万股+33.11%加仓
Harpswell Capital Advisors, LLC
2.13%2.69%#5$332.1万30.4万股$361.0万32.8万股-2.4万股-7.18%减仓
INTEGRITY ALLIANCE, LLC.
0.1%0.11%#33$326.2万29.9万股$296.3万26.9万股+3.0万股+11.08%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#130$294.8万27.0万股$278.7万25.3万股+1.7万股+6.75%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.03%#61$284.8万26.1万股$208.3万18.9万股+7.2万股+37.99%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#101$276.6万25.3万股$264.1万24.0万股+1.4万股+5.66%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#99$276.2万25.3万股$276.7万25.1万股+1,780股+0.71%加仓
Integrity Advisory Solutions, LLC
0.28%#20$275.6万25.2万股$00股+25.2万股新买入
Richmond Brothers, Inc.
1.4%1.9%#10$269.9万24.7万股$284.8万25.8万股-1.1万股-4.36%减仓
Gridiron Partners, LLC
1.3%#12$247.3万22.6万股$00股+22.6万股新买入
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.16%0.23%#27$245.7万22.5万股$221.9万20.1万股+2.4万股+11.78%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.02%0.03%#77$245.1万22.4万股$248.2万22.5万股-834股-0.37%减仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.05%0.06%#50$245.1万22.4万股$241.9万22.0万股+4,898股+2.23%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#200$241.5万22.1万股$243.8万22.1万股00.00%持仓不变
IMC芝加哥IMC-Chicago, LLC
<0.01%#177$237.9万21.8万股$00股+21.8万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#122$214.6万19.7万股$206.5万18.7万股+9,135股+4.88%加仓
WEDBUSH SECURITIES INC
0.05%0.06%#46$209.8万19.2万股$204.3万18.5万股+6,747股+3.64%加仓
Marks Group Wealth Management, Inc
0.18%0.2%#25$207.7万19.0万股$209.6万19.0万股00.00%持仓不变
CARY STREET PARTNERS FINANCIAL LLC
0.04%0.05%#53$199.5万18.3万股$197.7万17.9万股+3,340股+1.86%加仓
XTX资本XTX Topco Ltd
0.02%0.05%#70$192.6万17.6万股$306.5万27.8万股-10.2万股-36.57%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#145$182.3万16.7万股$173.4万15.7万股+9,535股+6.06%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#148$181.7万16.6万股$00股+16.6万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#166$179.1万16.4万股$191.3万17.4万股-9,548股-5.50%减仓
Significant Wealth Partners LLC
1.9%2.15%#6$175.7万16.1万股$174.3万15.8万股+2,748股+1.74%加仓

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