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哈特福德·FDS EXCHANGE TRADED · 13F 机构持仓分析
期权收益计算器 机构排行
H

哈特福德·FDS EXCHANGE TRADED

HARTFORD FDS EXCHANGE TRADEDHMOP
持有机构数
127
机构合计市值 (Q2 2026)
$6.39亿
机构合计股数 (Q2 2026)
1,631.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+197.8万股
76 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-80.9万股
44 · 9 清仓 · ≈
⚖️ 净额
+116.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.39亿
持有机构数
127
新买入
16
加仓
60
减仓
35
清仓
9
持股不变
16
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.04%#58$6,630.6万169.4万股$6,908.6万178.3万股-8.9万股-5.02%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#65$6,426.3万164.2万股$6,053.0万156.2万股+7.9万股+5.07%加仓
LPL金融LPL Financial LLC
0.01%0.01%#76$5,035.7万128.6万股$4,101.8万105.9万股+22.8万股+21.50%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#102$4,392.3万112.2万股$4,195.7万108.3万股+3.9万股+3.60%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.16%0.16%#33$3,160.4万80.7万股$3,149.4万81.3万股-5,608股-0.69%减仓
Legacy Wealth Management, LLC
1.26%1.36%#10$2,417.3万61.8万股$2,337.8万60.3万股+1.4万股+2.33%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.27%0.3%#28$2,249.8万57.5万股$1,833.9万47.3万股+10.1万股+21.41%加仓
Goldstein Advisors, LLC
1.95%2.25%#7$2,138.4万54.6万股$2,028.0万52.3万股+2.3万股+4.35%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#92$1,597.9万40.6万股$1,080.6万27.9万股+12.7万股+45.60%加仓
Focus Partners财富Focus Partners Wealth
0.01%#70$1,453.2万37.1万股$00股+37.1万股新买入
Johnson & White Wealth Management, LLC
4.61%5.07%#2$1,231.3万31.5万股$1,197.9万30.9万股+5,345股+1.73%加仓
Fragasso Financial Advisors Inc
0.62%0.66%#17$1,159.3万29.6万股$1,091.7万28.1万股+1.6万股+5.53%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#80$1,147.1万29.3万股$1,142.6万29.5万股-1,922股-0.65%减仓
Sepio Capital, LP
0.57%0.56%#18$1,136.8万29.0万股$1,032.4万26.7万股+2.4万股+8.97%加仓
Avantax Planning Partners, Inc.
0.28%0.3%#27$1,106.3万28.3万股$1,081.6万27.9万股+3,428股+1.23%加仓
INTEGRATED WEALTHCARE, LLC
7.4%8.14%#1$990.5万25.3万股$972.6万25.1万股+1,959股+0.78%加仓
GGM Financial LLC
3.69%3.82%#3$972.8万24.9万股$830.1万21.4万股+3.4万股+15.98%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#114$961.6万24.5万股$785.6万20.3万股+4.2万股+20.78%加仓
ERn Financial, LLC
1.35%1.52%#9$817.1万20.9万股$808.6万20.9万股+2股+0.00%加仓
Blue Water Asset Management
2.61%3%#5$809.0万20.7万股$866.9万22.4万股-1.7万股-7.64%减仓
Per Stirling Capital Management, LLC.
0.75%0.8%#15$793.7万20.3万股$726.9万18.8万股+1.5万股+8.06%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#63$740.0万18.9万股$681.0万17.6万股+1.3万股+7.54%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#93$657.2万16.8万股$680.4万17.6万股-7,746股-4.41%减仓
Janney Montgomery Scott LLC
0.01%#74$654.4万16.7万股$00股+16.7万股新买入
河畔投资集团RiverFront Investment Group, LLC
0.08%0.08%#42$629.3万16.1万股$528.6万13.6万股+2.4万股+17.82%加仓
VERUS CAPITAL PARTNERS, LLC
0.32%0.38%#23$587.6万15.0万股$551.9万14.2万股+7,668股+5.38%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.1%0.12%#38$552.0万14.1万股$592.2万15.3万股-1.2万股-7.75%减仓
Anderson Financial Strategies, LLC
2.85%2.79%#4$549.2万14.2万股$507.1万13.0万股+1.2万股+9.11%加仓
Bernardo Wealth Planning LLC
0.9%1.03%#13$525.7万13.4万股$524.0万13.5万股-978股-0.72%减仓
Henderson Brothers Financial Partners, LLC
2.43%2.39%#6$513.0万13.1万股$944.8万24.4万股-11.3万股-46.26%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#95$483.1万12.3万股$372.1万9.6万股+2.7万股+28.48%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.12%0.12%#36$478.9万12.2万股$394.8万10.2万股+2.0万股+20.04%加仓
CONSILIO WEALTH ADVISORS, LLC
1.13%1.33%#11$470.6万12.0万股$455.4万11.8万股+2,658股+2.26%加仓
Uniting Wealth Partners, LLC
0.92%1.01%#12$452.1万11.5万股$473.1万12.2万股-6,638股-5.45%减仓
Strid Group, LLC
0.46%0.51%#19$417.3万10.7万股$407.7万10.5万股+1,352股+1.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#96$411.5万10.5万股$337.4万8.7万股+1.8万股+20.69%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%#73$333.5万8.5万股$00股+8.5万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#83$333.3万8.5万股$339.9万8.8万股-2,612股-2.98%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#117$293.7万7.5万股$302.8万7.8万股-3,129股-4.00%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#94$287.7万7.4万股$171.0万4.4万股+2.9万股+66.56%加仓
RTD Financial Advisors, Inc.
0.3%0.25%#25$278.6万7.1万股$203.2万5.2万股+1.9万股+35.71%加仓
MarinerMariner, LLC
<0.01%0.01%#101$275.6万7.0万股$443.7万11.5万股-4.4万股-38.52%减仓
Apollon Financial, LLC
0.32%0.37%#22$270.7万6.9万股$266.4万6.9万股+394股+0.57%加仓
GAMMA Investing LLC
0.1%0.11%#39$264.8万6.8万股$230.7万6.0万股+8,078股+13.56%加仓
Landmark Wealth Management, LLC
0.62%0.67%#16$260.4万6.7万股$251.0万6.5万股+1,736股+2.68%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#113$258.3万6.6万股$189.5万4.9万股+1.7万股+34.92%加仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#103$250.5万6.4万股$96.1万2.5万股+3.9万股+158.03%加仓
Elequin 资本Elequin Capital, LP
0.07%0.02%#46$246.6万6.3万股$28.5万7,363股+5.6万股+755.52%加仓
世界投资顾问World Investment Advisors
0.04%0.04%#56$244.9万6.3万股$244.9万6.3万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#77$238.3万6.1万股$148.1万3.8万股+2.3万股+59.22%加仓

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