13FBOX
LATTICE STRATEGIES TR · 13F 机构持仓分析
期权收益计算器 机构排行
L

LATTICE STRATEGIES TR

ROUS
持有机构数
72
机构合计市值 (Q2 2026)
$4.46亿
机构合计股数 (Q2 2026)
663.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+71.7万股
46 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.7万股
24 · 7 清仓 · ≈
⚖️ 净额
+38.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.46亿
持有机构数
72
新买入
14
加仓
32
减仓
17
清仓
7
持股不变
9
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
北岩合伙人NorthRock Partners, LLC
1.19%1.21%#6$8,176.9万121.3万股$7,525.1万127.5万股-6.1万股-4.82%减仓
Hartford Funds Management Co LLC
4.32%4.44%#1$5,402.0万80.1万股$5,113.9万86.6万股-6.5万股-7.47%减仓
LPL金融LPL Financial LLC
0.01%0.01%#29$5,229.3万77.6万股$4,279.1万72.5万股+5.1万股+7.05%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#45$3,533.5万52.4万股$2,881.5万50.1万股+2.3万股+4.60%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#32$3,056.0万45.3万股$2,013.3万34.1万股+11.2万股+32.96%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#38$1,936.3万28.7万股$1,786.2万30.2万股-1.5万股-4.83%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#35$1,752.4万26.4万股$955.8万16.4万股+9.9万股+60.36%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$1,378.1万20.4万股$1,165.5万19.7万股+7,052股+3.57%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#46$1,233.1万18.3万股$1,070.6万18.1万股+1,619股+0.89%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#47$1,091.8万16.2万股$463.4万7.8万股+8.3万股+106.37%加仓
Western 财富管理Western Wealth Management, LLC
0.34%0.34%#9$1,027.3万15.2万股$888.1万15.0万股+1,996股+1.33%加仓
Fermata Advisors, LLC
1.67%1.66%#3$825.9万12.3万股$735.7万12.5万股-2,080股-1.67%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#53$752.9万11.2万股$327.7万5.6万股+5.6万股+101.24%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#36$710.0万10.5万股$590.2万10.0万股+5,385股+5.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#31$681.1万10.1万股$516.2万8.7万股+1.4万股+15.58%加仓
Marshall Financial Group, LLC
0.84%0.8%#7$578.2万8.6万股$499.0万8.5万股+1,275股+1.51%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#33$538.8万8.0万股$419.5万7.1万股+8,879股+12.50%加仓
Kingsview Wealth Management, LLC
0.08%0.14%#15$462.4万7.8万股$1,050.2万17.8万股-10.0万股-55.97%减仓
&Partners&PARTNERS
0.02%0.01%#26$458.9万6.8万股$154.1万2.6万股+4.2万股+160.99%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#28$434.0万6.4万股$413.0万7.0万股-5,555股-7.94%减仓
Vista Cima Wealth Management LLC
3.15%3.62%#2$423.1万6.3万股$366.3万6.2万股+729股+1.17%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.05%#18$380.4万5.6万股$307.8万5.2万股+4,306股+8.26%加仓
Waverly顾问Waverly Advisors, LLC
0.02%0.02%#25$346.0万5.1万股$303.1万5.1万股00.00%持仓不变
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.03%0.04%#22$343.6万5.1万股$301.5万5.1万股-76股-0.15%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#49$327.1万4.9万股$167.6万2.8万股+2.0万股+70.95%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$315.5万4.7万股$222.3万3.8万股+9,153股+24.31%加仓
Main Street Financial Solutions, LLC
0.18%#13$292.4万4.3万股$00股+4.3万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.03%0.03%#24$265.8万3.9万股$223.1万3.8万股+1,656股+4.38%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#37$249.8万3.7万股$226.8万3.8万股-1,352股-3.52%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.05%0.05%#19$207.8万3.1万股$182.0万3.1万股00.00%持仓不变
Golden Bell Financial Planning LLC
1.43%1.38%#5$194.9万2.9万股$173.0万2.9万股-377股-1.29%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#52$186.0万2.8万股$00股+2.8万股新买入
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.61%0.5%#8$168.3万2.5万股$121.6万2.1万股+4,364股+21.18%加仓
First PREMIER Bank
0.23%0.29%#11$144.2万2.1万股$126.4万2.1万股00.00%持仓不变
Wagner Wealth Management, LLC
0.25%0.23%#10$133.0万2.0万股$115.5万2.0万股+166股+0.85%加仓
NATIXIS ADVISORS, LLC
<0.01%#51$128.3万1.9万股$00股+1.9万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#68$114.4万1.7万股$00股+1.7万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#69$112.8万1.7万股$58.2万9,854股+6,879股+69.81%加仓
Gladstone Institutional Advisory LLC
0.03%0.04%#20$92.0万1.4万股$94.6万1.6万股-2,373股-14.80%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#39$81.7万1.2万股$36.6万6,198股+5,929股+95.66%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#42$70.2万1.0万股$61.5万1.0万股+9股+0.09%加仓
IEQ资本IEQ CAPITAL, LLC
<0.01%<0.01%#43$63.7万9,447股$55.8万9,447股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%#62$53.8万7,976股$00股+7,976股新买入
MarinerMariner, LLC
<0.01%<0.01%#57$47.0万6,977股$155.2万2.6万股-1.9万股-73.47%减仓
RAM Investment Partners, LLC
0.07%0.07%#16$45.0万6,681股$39.4万6,681股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#34$43.5万6,458股$00股+6,458股新买入
Harborfront Financial Group LLC
1.6%#4$42.4万6,289股$00股+6,289股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$42.1万6,244股$37.0万6,265股-21股-0.34%减仓
Perennial Investment Advisors, LLC
0.03%#23$41.4万6,141股$00股+6,141股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#59$37.0万5,487股$31.6万5,356股+131股+2.45%加仓

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