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富达·GREENWOOD STREET TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·GREENWOOD STREET TR

FIDELITY GREENWOOD STREET TRFHEQ
持有机构数
60
机构合计市值 (Q2 2026)
$7.82亿
机构合计股数 (Q2 2026)
2,375.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+270.8万股
41 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-353.0万股
21 · 8 清仓 · ≈
⚖️ 净额
-82.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.82亿
持有机构数
60
新买入
15
加仓
26
减仓
13
清仓
8
持股不变
6
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
富达投资FMR LLC
0.02%0.03%#29$4.59亿1,394.2万股$4.93亿1,676.0万股-281.8万股-16.81%减仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.21%0.19%#12$6,255.2万190.0万股$5,076.6万172.6万股+17.4万股+10.08%加仓
Southern Financial Group, LLC
8.98%8.73%#1$3,519.2万106.9万股$3,126.7万106.3万股+5,930股+0.56%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.01%#25$3,472.1万105.4万股$1,248.6万42.4万股+63.0万股+148.43%加仓
CGC Financial Services, LLC
6.53%#2$2,905.7万88.2万股$00股+88.2万股新买入
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.39%0.2%#9$2,456.5万74.6万股$1,092.5万37.1万股+37.5万股+100.89%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#24$1,589.4万48.3万股$1,216.2万41.3万股+6.9万股+16.76%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$1,518.5万46.1万股$1,379.4万46.9万股-7,730股-1.65%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#33$1,367.2万41.5万股$1,368.3万46.5万股-5.0万股-10.73%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#38$1,192.6万36.2万股$1,478.8万50.3万股-14.0万股-27.95%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#39$736.1万22.4万股$711.0万24.2万股-1.8万股-7.50%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#43$661.2万20.1万股$475.5万16.2万股+3.9万股+24.23%加仓
Taylor Securities Services, Inc.
2.41%2.14%#4$591.9万18.0万股$458.8万15.6万股+2.4万股+15.24%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#31$555.2万16.9万股$488.6万16.6万股+2,538股+1.53%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$519.1万15.8万股$426.0万14.5万股+1.3万股+8.87%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#49$509.0万15.5万股$32.7万1.1万股+14.3万股+1,289.18%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.03%0.04%#22$508.0万15.4万股$447.1万15.2万股+2,294股+1.51%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.05%0.04%#20$496.5万15.1万股$357.4万12.1万股+2.9万股+24.11%加仓
Anson Capital, Inc.
2.64%2.51%#3$405.7万12.3万股$366.3万12.5万股-1,289股-1.04%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#44$328.4万10.0万股$253.8万8.6万股+1.3万股+15.61%加仓
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#41$316.2万9.6万股$132.3万4.5万股+5.1万股+113.58%加仓
OmniStar Financial Group, Inc.
1.32%1.26%#5$285.9万8.7万股$242.4万8.2万股+4,420股+5.36%加仓
MONECO ADVISORS, LLC
0.14%#14$230.6万7.0万股$00股+7.0万股新买入
InTrack Investment Management Inc
0.96%1.14%#6$193.9万5.9万股$199.9万6.8万股-9,084股-13.37%减仓
Summit Wealth Partners, LLC
0.27%0.08%#11$192.5万5.8万股$47.8万1.6万股+4.2万股+259.49%加仓
Global Trust Asset Management, LLC
0.37%0.22%#10$118.0万3.6万股$58.7万2.0万股+1.6万股+79.68%加仓
Koshinski Asset Management, Inc.
0.06%0.06%#18$114.3万3.5万股$102.1万3.5万股00.00%持仓不变
CRA Financial Services, LLC
0.12%0.13%#15$107.5万3.3万股$100.6万3.4万股-1,550股-4.53%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#36$107.0万3.2万股$93.7万3.2万股+632股+1.98%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%#34$100.6万3.1万股$00股+3.1万股新买入
Grant Private Wealth Management Inc
0.41%0.54%#8$96.6万2.9万股$101.6万3.5万股-5,200股-15.05%减仓
Signature Wealth Management Partners, LLC
0.41%0.3%#7$88.4万2.7万股$60.4万2.1万股+6,327股+30.82%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#40$78.7万2.4万股$65.3万2.2万股+1,693股+7.62%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.02%#35$76.3万2.3万股$00股+2.3万股新买入
Madison Wealth Partners, Inc
0.09%0.09%#16$68.9万2.1万股$54.7万1.9万股+2,347股+12.63%加仓
Peterson Wealth Advisors, LLC
0.08%0.08%#17$67.7万2.1万股$62.2万2.1万股-603股-2.85%减仓
FIFTH THIRD SECURITIES, INC.
0.03%#26$51.0万1.6万股$00股+1.6万股新买入
COURIER CAPITAL LLC
0.02%0.02%#30$38.9万1.2万股$34.8万1.2万股00.00%持仓不变
共同顾问Mutual Advisors, LLC
0.01%0.01%#42$36.6万1.1万股$32.7万1.1万股+14股+0.13%加仓
Delta Investment Management, LLC
0.06%0.06%#19$36.4万1.1万股$32.5万1.1万股+11股+0.10%加仓
B. Riley Wealth Advisors, Inc.
0.02%0.02%#32$32.8万1.0万股$28.9万1.0万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#46$31.9万9,693股$00股+9,693股新买入
MBL Wealth, LLC
0.02%#28$31.5万9,575股$00股+9,575股新买入
Elser Financial Planning, Inc
0.01%0.01%#37$31.2万9,484股$27.9万9,484股00.00%持仓不变
Breakwater Capital Group
0.03%0.04%#23$27.1万8,226股$26.3万8,931股-705股-7.89%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$26.1万7,937股$24.1万8,200股-263股-3.21%减仓
ADAMSBROWN WEALTH CONSULTANTS LLC
0.05%#21$24.4万7,410股$00股+7,410股新买入
Portfolio Strategies, Inc.
0.02%#27$23.9万7,272股$00股+7,272股新买入
Roxbury Financial LLC
0.18%0.18%#13$23.2万7,046股$20.5万6,966股+80股+1.15%加仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#50$21.6万6,562股$31.1万1.1万股-4,008股-37.92%减仓

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