13FBOX
HARRIS OAKMARK ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
H

HARRIS OAKMARK ETF TRUST

OAKM
持有机构数
98
机构合计市值 (Q2 2026)
$6.95亿
机构合计股数 (Q2 2026)
2,464.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+210.2万股
65 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-358.3万股
41 · 16 清仓 · ≈
⚖️ 净额
-148.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.95亿
持有机构数
98
新买入
17
加仓
48
减仓
25
清仓
16
持股不变
8
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
乔特投资顾问Choate Investment Advisors
2.88%3.29%#8$1.64亿581.9万股$1.68亿609.4万股-27.5万股-4.51%减仓
Cerity合伙人Cerity Partners LLC
0.11%0.12%#35$9,464.7万336.0万股$8,596.5万311.9万股+24.1万股+7.74%加仓
LPL金融LPL Financial LLC
0.01%0.02%#61$6,002.0万213.1万股$5,830.3万211.5万股+1.6万股+0.73%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#51$3,027.0万107.5万股$2,961.6万107.4万股+342股+0.03%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#79$2,991.8万106.2万股$3,257.6万118.2万股-12.0万股-10.13%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.05%#48$2,726.2万93.6万股$2,394.3万87.1万股+6.5万股+7.45%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#66$2,630.9万93.4万股$1,999.5万72.5万股+20.9万股+28.75%加仓
ABOUND FINANCIAL, LLC
10.4%11.21%#1$2,608.1万92.6万股$2,566.4万93.1万股-5,190股-0.56%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#54$2,242.0万79.6万股$1,931.8万70.1万股+9.5万股+13.57%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#74$1,846.8万65.6万股$1,849.4万67.1万股-1.5万股-2.29%减仓
A&I FINANCIAL SERVICES, LLC
7.35%7.77%#2$1,687.1万59.9万股$1,640.7万59.5万股+3,689股+0.62%加仓
KWB Wealth
1.17%1%#14$1,370.1万48.6万股$1,008.2万35.5万股+13.1万股+36.82%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%0.06%#44$1,135.3万40.3万股$1,108.0万40.2万股+1,056股+0.26%加仓
BEAM WEALTH ADVISORS, INC.
2.83%2.77%#9$1,114.4万40.4万股$1,114.4万40.4万股00.00%持仓不变
Appalachian Capital Management Ltd
6.23%6.51%#3$859.1万30.5万股$813.8万29.5万股+9,754股+3.30%加仓
NavPoint Financial, Inc.
3.02%2.81%#7$814.9万28.9万股$696.0万25.3万股+3.7万股+14.57%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.07%#39$732.8万26.0万股$00股+26.0万股新买入
&Partners&PARTNERS
0.03%0.03%#55$642.2万22.8万股$533.3万19.4万股+3.4万股+17.77%加仓
CASTLEKEEP INVESTMENT ADVISORS LLC
3.18%2.78%#6$635.4万22.6万股$510.2万18.5万股+4.0万股+21.87%加仓
Three Magnolias Financial Advisors, LLC
3.51%3.55%#5$629.2万22.3万股$558.6万20.3万股+2.1万股+10.20%加仓
Alliance Private Wealth, LLC
2.03%2.18%#10$584.4万20.7万股$606.6万22.0万股-1.3万股-5.72%减仓
BARNES PETTEY FINANCIAL ADVISORS, LLC
1.73%0.85%#12$551.2万19.6万股$194.8万7.1万股+12.5万股+176.92%加仓
Cheviot Value Management, LLC
0.55%0.47%#18$543.6万19.3万股$471.7万17.1万股+2.2万股+12.78%加仓
JABODON PT CO
0.53%0.29%#19$543.0万19.3万股$252.8万9.2万股+10.1万股+110.19%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#71$489.3万17.4万股$450.2万16.3万股+1.0万股+6.36%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%#67$473.2万16.8万股$00股+16.8万股新买入
Western Pacific Wealth Management, LP
4.17%4.49%#4$461.6万16.4万股$442.1万16.0万股+3,495股+2.18%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#63$418.5万14.9万股$378.9万13.7万股+1.1万股+8.08%加仓
Investment Planning Advisors, Inc.
0.8%0.92%#15$344.5万12.2万股$334.9万12.1万股+823股+0.68%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#76$330.7万11.7万股$00股+11.7万股新买入
DKM Wealth Management, Inc.
1.91%2.5%#11$292.3万10.4万股$346.2万12.6万股-2.2万股-17.38%减仓
Maridea Wealth Management LLC
0.26%0.39%#26$242.0万8.6万股$270.4万9.8万股-1.2万股-12.42%减仓
Gateway Wealth Partners, LLC
0.14%0.19%#32$238.4万8.5万股$477.5万17.3万股-8.9万股-51.15%减仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.05%0.06%#46$231.3万8.2万股$232.5万8.4万股-2,237股-2.65%减仓
IFP顾问IFP Advisors, Inc
0.04%0.05%#50$221.0万7.8万股$220.5万8.0万股-1,514股-1.89%减仓
Sugar Maple Asset Management, LLC
1.41%1.66%#13$218.2万7.7万股$274.0万9.9万股-2.2万股-22.08%减仓
MAI资本管理MAI Capital Management
0.01%<0.01%#64$215.3万7.6万股$46.4万1.7万股+6.0万股+353.55%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#70$207.0万7.3万股$175.3万6.4万股+9,887股+15.55%加仓
Sprinkle Financial Consultants LLC
0.77%0.86%#16$196.2万7.0万股$186.7万6.8万股+1,930股+2.85%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#87$161.1万5.7万股$334.9万12.1万股-6.4万股-52.92%减仓
EVOKE WEALTH, LLC
0.03%0.03%#52$151.2万5.5万股$151.2万5.5万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#91$145.1万5.2万股$4.6万1,736股+5.0万股+2,866.94%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%#56$141.9万5.0万股$00股+5.0万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#80$131.9万4.7万股$97.0万3.5万股+1.2万股+33.05%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#81$122.0万4.3万股$111.5万4.0万股+2,848股+7.04%加仓
Cascades Capital Asset Management, LLC
0.45%0.52%#21$121.7万4.3万股$124.8万4.5万股-2,051股-4.53%减仓
Aprio Wealth Management, LLC
0.06%0.06%#43$120.0万4.3万股$115.8万4.2万股+590股+1.40%加仓
Davenport公司DAVENPORT & Co LLC
0.01%0.01%#68$104.9万3.7万股$101.6万3.7万股+390股+1.06%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#92$85.1万3.0万股$84.7万3.1万股-510股-1.66%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#75$81.6万2.9万股$55.1万2.0万股+8,972股+44.90%加仓

🧭 机构资金流板块热力图

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