13FBOX
富达·MERRIMACK STR TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MERRIMACK STR TR

FIDELITY MERRIMACK STR TRFSYD
持有机构数
74
机构合计市值 (Q2 2026)
$1.30亿
机构合计股数 (Q2 2026)
275.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.7万股
44 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.3万股
28 · 11 清仓 · ≈
⚖️ 净额
-20.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.30亿
持有机构数
74
新买入
9
加仓
35
减仓
17
清仓
11
持股不变
13
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
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.06%#20$1,405.1万29.7万股$1,685.4万35.8万股-6.1万股-17.00%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#29$1,350.7万28.6万股$1,112.7万23.6万股+5.0万股+21.34%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.11%0.1%#15$1,260.2万26.7万股$1,058.0万22.4万股+4.3万股+19.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$978.7万20.8万股$1,158.5万24.6万股-3.8万股-15.56%减仓
Salus Financial Advisors, LLC
3.87%4.33%#1$786.0万16.7万股$743.1万15.8万股+9,033股+5.73%加仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.07%<0.01%#17$691.4万14.7万股$45.0万9,540股+13.7万股+1,437.13%加仓
One 资本管理One Capital Management, LLC
0.15%0.15%#13$536.1万11.4万股$536.1万11.4万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#36$412.6万8.7万股$621.7万13.2万股-4.4万股-33.67%减仓
Lakeshore Capital Group, Inc.
2.66%3.3%#2$360.0万7.6万股$404.3万8.6万股-9,435股-11.00%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#59$339.5万7.2万股$309.9万6.5万股+7,442股+11.53%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#60$321.6万6.8万股$258.0万5.5万股+1.3万股+23.38%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#51$316.3万6.7万股$346.3万7.3万股-6,382股-8.69%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$271.3万5.8万股$284.1万6.0万股-2,749股-4.56%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#50$263.9万5.6万股$464.6万9.9万股-4.3万股-43.21%减仓
Millington Financial Advisors, LLC
0.94%0.95%#4$243.9万5.2万股$225.5万4.8万股+4,587股+9.65%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$240.1万5.1万股$82.8万1.8万股+3.3万股+189.81%加仓
ISLAY CAPITAL MANAGEMENT, LLC
1.03%0.95%#3$222.4万4.7万股$187.4万4.0万股+7,409股+18.64%加仓
ARWA LLC
0.89%0.99%#5$215.6万4.6万股$199.2万4.2万股+4,015股+9.56%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#24$186.7万4.0万股$178.9万3.8万股+1,641股+4.32%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#64$167.8万3.6万股$254.5万5.4万股-1.8万股-34.11%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#25$161.0万3.4万股$146.8万3.1万股+2,998股+9.62%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#63$128.8万2.7万股$288.5万6.1万股-3.4万股-55.38%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#62$126.7万2.7万股$119.6万2.5万股+1,481股+5.83%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
0.01%0.01%#28$125.9万2.7万股$106.5万2.3万股+4,102股+18.16%加仓
&Partners&PARTNERS
<0.01%0.01%#37$107.7万2.3万股$104.1万2.5万股-2,191股-8.75%减仓
Midwest Financial Network, LLC
0.67%0.39%#6$97.6万2.1万股$49.5万1.1万股+1.0万股+96.88%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#55$96.4万2.0万股$74.3万1.6万股+4,428股+27.89%加仓
MONEY CONCEPTS CAPITAL CORP
0.04%0.04%#21$87.8万1.8万股$66.4万1.4万股+4,171股+30.07%加仓
CALTON & ASSOCIATES, INC.
0.13%0.12%#14$87.3万1.9万股$81.2万1.7万股+1,291股+7.49%加仓
Kapstone Financial Advisors LLC
0.36%0.37%#8$85.9万1.8万股$75.0万1.6万股+2,313股+14.53%加仓
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#43$85.3万1.8万股$77.2万1.6万股+1,746股+10.66%加仓
Sugar Maple Asset Management, LLC
0.52%0.45%#7$80.0万1.7万股$74.1万1.6万股+1,246股+7.93%加仓
RCS Financial Planning, LLC
0.35%0.39%#10$73.8万1.6万股$75.6万1.6万股-388股-2.43%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#30$66.8万1.4万股$00股+1.4万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#57$62.0万1.3万股$53.7万1.1万股+1,750股+15.36%加仓
CAMELOT TECHNOLOGY ADVISORS, INC.
0.36%0.44%#9$61.3万1.3万股$61.2万1.3万股00.00%持仓不变
IFP顾问IFP Advisors, Inc
0.01%0.01%#32$56.7万1.2万股$56.1万1.2万股+107股+0.90%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#38$56.1万1.2万股$56.9万1.2万股-4股-0.03%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%0.01%#31$56.1万1.2万股$33.5万7,115股+4,783股+67.22%加仓
FORONJY FINANCIAL LLC
0.2%0.12%#11$55.4万1.2万股$28.4万6,033股+5,724股+94.88%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#35$53.9万1.1万股$45.1万9,577股+1,854股+19.36%加仓
Glen Eagle Advisors, LLC
0.07%0.07%#16$53.5万1.1万股$53.5万1.1万股+2股+0.02%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#44$52.9万1.1万股$51.8万1.1万股+243股+2.21%加仓
Dynamic Advisor Solutions LLC
0.01%#26$51.7万1.1万股$00股+1.1万股新买入
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#40$46.0万9,760股$39.2万8,324股+1,436股+17.25%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#71$44.1万9,343股$32.3万6,747股+2,596股+38.48%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#56$38.6万8,189股$38.5万8,189股00.00%持仓不变
Marshall Financial Group, LLC
0.05%0.06%#19$34.3万7,270股$39.1万8,306股-1,036股-12.47%减仓
Griffith & Werner, Inc.
0.16%0.17%#12$34.0万7,204股$33.8万7,164股+40股+0.56%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#54$29.5万6,267股$29.5万6,265股+2股+0.03%加仓

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