13FBOX
WEDBUSH SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
W

WEDBUSH SER TR

IVES
持有机构数
134
机构合计市值 (Q2 2026)
$1.79亿
机构合计股数 (Q2 2026)
470.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+122.3万股
81 · 36 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-169.8万股
49 · 22 清仓 · ≈
⚖️ 净额
-47.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.79亿
持有机构数
134
新买入
36
加仓
45
减仓
27
清仓
22
持股不变
26
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
HighTower顾问HighTower Advisors, LLC
0.03%0.02%#36$2,883.3万75.7万股$1,922.1万67.7万股+7.9万股+11.70%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#57$1,069.4万28.1万股$517.7万18.2万股+9.8万股+53.81%加仓
NEW WAVE WEALTH ADVISORS LLC
2.91%2.61%#1$1,067.6万28.0万股$752.3万26.5万股+1.5万股+5.68%加仓
WEDBUSH SECURITIES INC
0.26%0.76%#12$998.9万26.2万股$2,600.8万91.7万股-65.5万股-71.40%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.01%#41$925.0万24.3万股$527.0万18.6万股+5.7万股+30.70%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$918.3万24.1万股$207.9万7.3万股+16.8万股+228.85%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.01%#43$656.9万17.2万股$386.3万13.6万股+3.6万股+26.63%加仓
Longitude (Cayman) Ltd.
1.95%1.83%#2$613.4万16.1万股$448.2万15.8万股+3,000股+1.90%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.34%0.26%#10$501.6万13.2万股$338.8万11.9万股+1.2万股+10.23%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#103$461.3万12.1万股$199.7万7.0万股+5.1万股+72.05%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#73$427.7万11.2万股$283.4万10.0万股+1.2万股+12.37%加仓
布朗顾问BROWN ADVISORY INC
0.01%<0.01%#64$427.4万11.2万股$85.6万3.0万股+8.2万股+271.64%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%#52$300.3万7.9万股$00股+7.9万股新买入
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.01%<0.01%#60$274.9万7.2万股$9.0万3,160股+6.9万股+2,182.91%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.06%0.05%#26$260.7万6.8万股$180.7万6.4万股+4,720股+7.41%加仓
Castle Rock Wealth Management, LLC
0.49%0.38%#6$248.6万6.6万股$175.4万6.1万股+4,669股+7.67%加仓
O'ROURKE & COMPANY, Inc
0.86%0.64%#4$246.2万6.5万股$161.0万5.7万股+7,856股+13.84%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#81$213.0万5.6万股$150.6万5.3万股+2,815股+5.30%加仓
First Heartland Consultants, Inc.
0.14%0.17%#21$212.5万5.6万股$224.0万7.9万股-2.3万股-29.37%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.03%0.03%#37$210.8万5.5万股$166.0万5.8万股-3,169股-5.42%减仓
AE财富管理AE Wealth Management LLC
0.01%<0.01%#56$205.0万5.4万股$78.5万2.8万股+2.6万股+94.54%加仓
Qube研究科技Qube Research & Technologies Ltd
<0.01%#89$203.6万5.3万股$00股+5.3万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%0.01%#83$169.4万4.4万股$739.6万26.1万股-21.6万股-82.94%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#106$166.9万4.4万股$130.6万4.6万股-2,225股-4.84%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.02%0.01%#38$157.3万4.1万股$57.5万2.0万股+2.1万股+103.70%加仓
BXM Wealth LLC
0.8%0.69%#5$147.5万3.9万股$89.6万3.2万股+7,145股+22.63%加仓
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
0.35%0.31%#8$139.2万3.7万股$109.5万3.9万股-2,060股-5.34%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#55$135.5万3.6万股$90.7万3.2万股+3,984股+12.60%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
<0.01%#90$134.8万3.5万股$00股+3.5万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#116$130.7万3.4万股$89.9万3.2万股+2,600股+8.20%加仓
Tower Research Capital LLC (TRC)
0.03%#34$126.5万3.3万股$00股+3.3万股新买入
COZAD ASSET MANAGEMENT INC
0.08%0.11%#24$121.6万3.2万股$89.8万3.2万股+269股+0.85%加仓
共同顾问Mutual Advisors, LLC
0.02%0.02%#40$114.8万3.0万股$88.9万3.1万股-1,190股-3.80%减仓
Tripletail Wealth Management, LLC
1.28%0.49%#3$112.5万3.0万股$36.2万1.3万股+1.8万股+139.90%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#86$111.8万2.9万股$84.1万3.0万股-284股-0.96%减仓
VERUS CAPITAL PARTNERS, LLC
0.06%0.05%#27$110.8万2.9万股$69.5万2.5万股+4,594股+18.75%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#74$107.6万2.8万股$86.6万3.1万股-2,285股-7.49%减仓
GTS SECURITIES LLC
0.02%0.02%#39$104.9万2.8万股$56.1万2.0万股+7,757股+39.25%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#44$103.6万2.7万股$00股+2.7万股新买入
MarinerMariner, LLC
<0.01%<0.01%#95$89.1万2.3万股$69.1万2.4万股-1,000股-4.10%减仓
Everstar Asset Management, LLC
0.34%0.3%#9$82.0万2.2万股$56.8万2.0万股+1,488股+7.43%加仓
Sun Financial Inc
0.38%0.38%#7$81.9万2.1万股$76.0万2.1万股+483股+2.35%加仓
WORLD EQUITY GROUP, INC.
0.17%0.16%#18$77.9万2.0万股$61.1万2.2万股-1,078股-5.01%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#77$76.6万2.0万股$67.1万2.4万股-3,526股-14.92%减仓
MADDEN SECURITIES Corp
0.21%0.17%#15$75.5万2.0万股$57.7万2.0万股-500股-2.46%减仓
GRIFFIN ASSET MANAGEMENT, INC.
0.08%0.07%#25$74.0万1.9万股$60.1万2.1万股-1,756股-8.29%减仓
Estate Planners Group, LLC
0.32%0.24%#11$71.1万1.9万股$50.4万1.8万股+898股+5.06%加仓
Krilogy Financial LLC
0.02%0.03%#45$65.1万1.7万股$106.6万3.3万股-1.6万股-48.21%减仓
MARINO, STRAM & ASSOCIATES LLC
0.1%0.08%#22$63.7万1.7万股$43.4万1.5万股+1,415股+9.24%加仓
Arax顾问Arax Advisory Partners
<0.01%#72$61.5万1.6万股$00股+1.6万股新买入

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