13FBOX
FED HERMS U S STRG DIV ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FED HERMS U S STRG DIV ETF

FDV
持有机构数
74
机构合计市值 (Q2 2026)
$6.31亿
机构合计股数 (Q2 2026)
2,010.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+327.2万股
56 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-53.4万股
22 · 7 清仓 · ≈
⚖️ 净额
+273.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.31亿
持有机构数
74
新买入
13
加仓
43
减仓
15
清仓
7
持股不变
3
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
LPL金融LPL Financial LLC
0.02%0.02%#27$1.07亿341.6万股$9,261.1万300.7万股+40.9万股+13.61%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#22$1.05亿333.9万股$7,517.7万244.1万股+89.8万股+36.80%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.96%1.02%#7$6,048.4万192.7万股$5,624.4万182.6万股+10.1万股+5.52%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.09%0.1%#13$5,773.9万183.9万股$5,528.7万179.5万股+4.4万股+2.47%加仓
Ascension Capital Advisors, Inc.
11.42%12.66%#1$4,067.0万129.6万股$4,023.8万130.6万股-1.1万股-0.83%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#39$2,961.6万94.3万股$2,488.6万80.8万股+13.5万股+16.77%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#57$2,091.1万66.6万股$1,556.1万50.5万股+16.1万股+31.85%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.03%0.02%#26$1,693.6万54.0万股$1,368.3万44.4万股+9.5万股+21.44%加仓
Lantz Financial LLC
2.81%2.85%#3$1,533.9万48.9万股$1,378.9万44.8万股+4.1万股+9.15%加仓
杰富瑞金融集团Jefferies Financial Group Inc.
0.09%#14$1,334.1万42.5万股$00股+42.5万股新买入
FOURPATH CAPITAL MANAGEMENT, LLC
1.63%1.74%#4$1,237.1万39.4万股$1,215.4万39.5万股-509股-0.13%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.06%0.07%#16$1,222.0万38.9万股$894.2万29.0万股+9.9万股+34.08%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#31$1,156.5万36.8万股$1,078.0万35.0万股+1.8万股+5.27%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#54$1,093.5万34.8万股$438.9万14.2万股+20.6万股+144.47%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#33$1,042.7万33.2万股$1,074.1万34.9万股-1.7万股-4.75%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#56$962.9万30.7万股$961.8万31.2万股-5,543股-1.78%减仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#24$937.1万29.9万股$843.1万27.4万股+2.5万股+9.06%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.05%0.05%#17$918.3万29.3万股$882.8万28.7万股+5,897股+2.06%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#20$717.8万22.9万股$666.1万21.6万股+1.2万股+5.74%加仓
Cambridge Investment Research Advisors, Inc.
0.02%<0.01%#29$650.9万20.7万股$157.8万5.1万股+15.6万股+304.85%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#41$623.4万19.9万股$551.5万17.9万股+2.0万股+10.91%加仓
FOCUSED ALPHA, LLC
1.47%2.12%#6$572.3万18.2万股$684.8万22.2万股-4.0万股-18.00%减仓
Equitable控股Equitable Holdings, Inc.
0.03%0.03%#23$474.0万15.1万股$406.9万14.2万股+8,779股+6.17%加仓
Janney Montgomery Scott LLC
0.01%0.01%#37$471.6万15.0万股$370.8万12.0万股+3.0万股+24.80%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#67$395.4万12.4万股$176.2万5.8万股+6.7万股+116.03%加仓
Financial Concepts Unlimited, Inc.
3.01%3.34%#2$383.5万12.2万股$372.3万12.1万股+1,282股+1.06%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#59$324.2万10.2万股$225.1万7.4万股+2.8万股+37.76%加仓
Davenport公司DAVENPORT & Co LLC
0.01%<0.01%#32$272.7万8.7万股$43.8万1.4万股+7.2万股+508.61%加仓
Federated HermesFEDERATED HERMES, INC.
<0.01%<0.01%#47$240.2万7.7万股$156.5万5.1万股+2.6万股+50.63%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.04%0.04%#19$234.2万7.5万股$221.7万7.2万股+2,655股+3.69%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$213.3万6.8万股$260.5万8.5万股-1.7万股-19.65%减仓
Capital Investment Advisory Services, LLC
0.11%0.04%#10$171.9万5.5万股$60.5万2.0万股+3.5万股+178.74%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#51$167.3万5.2万股$180.7万5.9万股-6,434股-10.96%减仓
&Partners&PARTNERS
0.01%0.01%#40$151.7万4.8万股$136.9万4.4万股+3,902股+8.78%加仓
Hilltop Holdings Inc.
0.11%0.12%#11$135.5万4.3万股$134.5万4.4万股-500股-1.15%减仓
Signature Equity Partners, LLC
0.6%0.68%#8$129.8万4.1万股$126.6万4.1万股+262股+0.64%加仓
IFS Group,LLC
1.63%0.8%#5$118.7万3.8万股$90.1万2.9万股+8,563股+29.29%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#44$99.8万3.2万股$143.3万4.7万股-1.5万股-31.70%减仓
Gladstone Institutional Advisory LLC
0.03%0.04%#21$97.9万3.1万股$95.6万3.1万股+155股+0.50%加仓
Claro Advisors Inc.
0.1%0.11%#12$97.0万3.1万股$91.6万3.0万股+1,166股+3.92%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#61$92.2万2.9万股$48.6万1.6万股+1.4万股+86.26%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#53$79.5万2.5万股$73.6万2.4万股+1,454股+6.09%加仓
Intrua Financial, LLC
0.07%0.08%#15$77.3万2.5万股$73.6万2.4万股+710股+2.97%加仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#34$70.1万2.2万股$00股+2.2万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#63$67.8万2.2万股$66.5万2.2万股+3股+0.01%加仓
Arax顾问Arax Advisory Partners
<0.01%#48$49.4万1.6万股$00股+1.6万股新买入
Schneider Downs Wealth Management Advisors, LP
0.04%0.05%#18$47.8万1.5万股$46.9万1.5万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#70$47.1万1.5万股$34.3万1.1万股+3,860股+34.67%加仓
Gateway Wealth Partners, LLC
0.03%0.03%#25$46.5万1.5万股$88.1万2.9万股-1.4万股-48.21%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#62$44.4万1.4万股$38.8万1.3万股+1,558股+12.37%加仓

🧭 机构资金流板块热力图

净流出 净流入