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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 TRADEDHFSI
持有机构数
82
机构合计市值 (Q2 2026)
$7.43亿
机构合计股数 (Q2 2026)
2,113.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+430.7万股
67 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.3万股
14 · 3 清仓 · ≈
⚖️ 净额
+400.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.43亿
持有机构数
82
新买入
17
加仓
50
减仓
11
清仓
3
持股不变
4
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
New England Capital Financial Advisors LLC
23.05%24.19%#1$9,641.8万274.2万股$8,836.0万254.5万股+19.7万股+7.75%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#35$9,138.9万259.9万股$7,372.1万212.3万股+47.6万股+22.42%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$7,409.0万210.7万股$4,240.7万122.1万股+88.6万股+72.53%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#46$5,566.1万158.3万股$4,126.7万118.9万股+39.4万股+33.19%加仓
Hartford Funds Management Co LLC
4.39%4.63%#4$5,482.3万155.9万股$5,335.0万153.7万股+2.3万股+1.47%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.31%0.34%#14$3,405.1万96.9万股$3,372.5万97.1万股-2,885股-0.30%减仓
Retirement Management Systems Inc.
5.99%6.05%#2$2,928.1万83.3万股$2,510.7万72.3万股+11.0万股+15.16%加仓
现代财富管理Modern Wealth Management, LLC
0.32%0.42%#13$2,720.1万77.4万股$2,455.5万70.6万股+6.8万股+9.58%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#40$2,534.1万72.1万股$1,605.5万46.2万股+25.8万股+55.86%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.29%0.33%#15$2,261.3万64.3万股$2,128.4万61.3万股+3.0万股+4.92%加仓
Wealthspire Retirement, LLC
1.16%1.25%#7$2,108.0万60.1万股$2,086.9万60.1万股-158股-0.03%减仓
Centric Wealth Management
2.25%2.88%#6$1,443.5万41.2万股$1,443.5万41.2万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#72$1,370.2万39.0万股$1,339.5万38.6万股+3,903股+1.01%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#68$1,310.5万37.3万股$1,194.5万34.4万股+2.9万股+8.34%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#63$1,108.5万31.3万股$516.7万14.9万股+16.4万股+110.34%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#52$1,083.3万30.8万股$834.1万24.0万股+6.8万股+28.25%加仓
Live Oak Investment Partners
5.05%5.24%#3$938.2万26.7万股$887.1万25.6万股+1.1万股+4.44%加仓
Focus Partners财富Focus Partners Wealth
0.01%#51$897.7万25.5万股$00股+25.5万股新买入
共同顾问Mutual Advisors, LLC
0.16%0.17%#20$859.7万24.5万股$772.6万22.3万股+2.2万股+9.88%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.13%#26$821.2万23.4万股$00股+23.4万股新买入
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.1%0.11%#29$795.0万22.5万股$754.8万21.6万股+8,591股+3.97%加仓
LPL金融LPL Financial LLC
<0.01%#74$741.5万21.1万股$00股+21.1万股新买入
MGO资本MGO ONE SEVEN LLC
0.12%0.15%#27$710.8万20.2万股$732.9万21.1万股-8,929股-4.23%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#53$684.2万19.5万股$560.9万16.2万股+3.3万股+20.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#54$629.3万17.9万股$570.8万16.4万股+1.5万股+8.88%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.16%0.13%#22$615.4万17.5万股$424.1万12.2万股+5.3万股+43.29%加仓
Sonoma Allocations LLC
2.27%1.12%#5$602.7万17.2万股$323.1万9.3万股+7.9万股+85.27%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#50$586.6万16.7万股$560.1万16.1万股+6,584股+4.10%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%#41$571.1万16.2万股$00股+16.2万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.03%#42$507.8万14.4万股$473.5万13.6万股+8,062股+5.91%加仓
WNY Asset Management, LLC
0.34%0.65%#12$382.6万10.9万股$625.3万18.0万股-7.1万股-39.57%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.04%#36$360.1万10.3万股$00股+10.3万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#56$318.9万9.1万股$77.9万2.2万股+6.8万股+304.40%加仓
Strategic Blueprint, LLC
0.15%0.14%#24$297.4万8.5万股$248.3万7.2万股+1.3万股+18.28%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#57$279.3万7.9万股$273.4万7.9万股+707股+0.90%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.06%0.06%#33$269.8万7.7万股$233.6万6.7万股+9,444股+14.04%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#80$231.2万6.6万股$199.7万5.8万股+7,895股+13.68%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%#49$229.9万6.5万股$00股+6.5万股新买入
NATIXIS ADVISORS, LLC
<0.01%<0.01%#70$222.9万6.3万股$78.9万2.3万股+4.1万股+178.83%加仓
Kovack Advisors, Inc.
0.09%0.09%#30$179.2万5.1万股$171.7万4.9万股+1,678股+3.40%加仓
&Partners&PARTNERS
0.01%0.01%#58$152.5万4.3万股$144.5万4.2万股+1,429股+3.43%加仓
Destiny Capital Corp/CO
0.62%0.32%#8$133.6万3.8万股$59.8万1.7万股+2.1万股+120.69%加仓
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
0.13%0.12%#25$131.2万3.7万股$118.5万3.4万股+3,180股+9.32%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%#60$126.8万3.6万股$00股+3.6万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#76$119.5万3.4万股$60.5万1.7万股+1.7万股+95.03%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#59$111.3万3.2万股$108.4万3.1万股+428股+1.37%加仓
Hobart Private Capital, LLC
0.16%0.18%#23$91.0万2.6万股$92.6万2.7万股-792股-2.97%减仓
MarinerMariner, LLC
<0.01%<0.01%#78$78.8万2.2万股$73.0万2.1万股+1,379股+6.55%加仓
AdvisorNet Financial, Inc
0.04%0.03%#38$77.7万2.2万股$66.5万1.9万股+2,936股+15.32%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#48$71.6万2.0万股$74.4万2.1万股-1,088股-5.07%减仓

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