13FBOX
ETF系列解决方案 · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF系列解决方案

ETF SER SOLUTIONSOSCV
持有机构数
75
机构合计市值 (Q2 2026)
$9.33亿
机构合计股数 (Q2 2026)
2,212.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+291.9万股
45 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.4万股
30 · 7 清仓 · ≈
⚖️ 净额
+231.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.33亿
持有机构数
75
新买入
10
加仓
35
减仓
23
清仓
7
持股不变
7
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
Aptus资本顾问Aptus Capital Advisors, LLC
1.88%1.72%#14$2.75亿653.0万股$2.19亿556.3万股+96.7万股+17.39%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.75%0.73%#23$1.54亿363.9万股$9,115.9万231.1万股+132.7万股+57.43%加仓
Diversified Enterprises, LLC
3.97%4.04%#4$8,197.0万194.3万股$7,370.2万186.9万股+7.4万股+3.97%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
3.7%3.82%#6$6,591.0万156.2万股$6,068.0万153.9万股+2.4万股+1.54%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#47$4,403.2万104.4万股$3,847.0万97.5万股+6.8万股+7.00%加仓
BROGAN FINANCIAL, INC.
13.89%14.18%#1$3,465.7万82.1万股$3,224.7万81.8万股+3,824股+0.47%加仓
Corient私人财富Corient Private Wealth LLC
0.02%0.05%#40$3,242.4万76.9万股$3,673.0万93.1万股-16.3万股-17.48%减仓
Second Line Capital, LLC
4.82%4.64%#3$2,586.4万61.3万股$2,449.4万59.3万股+2.0万股+3.39%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#48$2,288.1万54.2万股$2,183.0万55.3万股-1.1万股-2.02%减仓
Park Place Capital Corp
3.33%3.97%#7$2,218.1万52.6万股$1,979.7万50.2万股+2.4万股+4.74%加仓
Waterloo Capital, L.P.
1.08%1.28%#18$1,928.9万45.7万股$1,829.0万46.4万股-6,567股-1.42%减仓
Signal Advisors Wealth, LLC
0.79%0.74%#21$1,557.9万36.9万股$1,078.3万27.3万股+9.6万股+35.06%加仓
First Heartland Consultants, Inc.
0.93%1.67%#19$1,435.0万34.0万股$2,177.7万55.2万股-21.2万股-38.40%减仓
United Advisor Group, LLC
1.22%1.27%#17$1,159.5万27.5万股$1,031.7万26.2万股+1.3万股+5.06%加仓
Clarus Group, Inc.
3.8%3.8%#5$1,121.8万26.6万股$1,058.9万26.8万股-2,600股-0.97%减仓
6th Street Advisors, LLC
5.71%5.83%#2$994.1万23.6万股$926.2万23.5万股+775股+0.33%加仓
SWS Partners
2.12%2.25%#11$979.7万23.2万股$911.6万23.1万股+1,085股+0.47%加仓
咨询服务网络Advisory Services Network, LLC
0.08%0.09%#33$747.7万17.7万股$641.6万16.3万股+1.5万股+8.93%加仓
Financial Guidance Group, Inc.
2.64%2.64%#8$704.3万16.7万股$657.0万16.7万股+353股+0.21%加仓
MBE Wealth Management, LLC
2.11%2.31%#12$601.0万14.2万股$556.5万14.1万股+1,366股+0.97%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#55$529.7万12.6万股$548.4万13.9万股-1.3万股-9.71%减仓
SILVER OAK SECURITIES, INCORPORATED
0.31%0.32%#28$507.0万12.0万股$431.9万11.0万股+1.1万股+9.74%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.04%0.04%#36$430.1万10.2万股$346.3万8.8万股+1.4万股+16.08%加仓
Cushing Capital Partners, LLC
2.51%2.48%#9$364.1万8.6万股$322.4万8.2万股+4,553股+5.57%加仓
Renasant Bank
2.32%2.3%#10$360.4万8.5万股$324.7万8.2万股+3,104股+3.77%加仓
MARIPAU WEALTH MANAGEMENT LLC
1.24%1.24%#16$346.9万8.2万股$281.7万7.1万股+1.1万股+14.83%加仓
Tailwinds Wealth, LLC
1.97%#13$333.9万7.9万股$00股+7.9万股新买入
Capital Investment Advisory Services, LLC
0.17%0.01%#30$276.8万6.6万股$14.7万3,725股+6.2万股+1,660.99%加仓
中央信托CENTRAL TRUST Co
0.04%0.05%#35$248.5万5.9万股$242.6万6.2万股-2,628股-4.27%减仓
Regal Investment Advisors LLC
0.13%0.13%#32$247.6万5.9万股$229.6万5.8万股+483股+0.83%加仓
Mendel Money Management
0.88%0.75%#20$239.4万5.7万股$180.2万4.6万股+1.1万股+24.21%加仓
Lord & Richards Wealth Management, LLC
1.86%1.86%#15$238.0万5.6万股$211.7万5.4万股+2,724股+5.07%加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.77%0.73%#22$177.9万4.2万股$172.4万4.4万股-1,539股-3.52%减仓
Independent Advisor Alliance
0.04%0.03%#37$161.9万3.8万股$324.5万8.2万股-4.4万股-53.35%减仓
Savvy Advisors, Inc.
0.03%0.05%#38$153.6万3.6万股$196.0万5.0万股-1.3万股-26.76%减仓
TrueWealth Advisors, LLC
0.34%0.35%#27$151.5万3.6万股$140.8万3.6万股+208股+0.58%加仓
Atria投资Atria Investments, Inc
0.01%0.01%#43$141.9万3.4万股$127.9万3.2万股+1,228股+3.79%加仓
GERBER, LLC
0.65%0.54%#24$138.1万3.3万股$96.6万2.4万股+8,248股+33.68%加仓
多元化信托Diversified Trust Co
0.02%0.02%#41$130.8万3.1万股$122.3万3.1万股00.00%持仓不变
KFG WEALTH MANAGEMENT, LLC
0.15%0.16%#31$129.7万3.1万股$127.1万3.2万股-1,502股-4.66%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#51$103.2万2.4万股$96.3万2.4万股+37股+0.15%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%#44$97.0万2.3万股$00股+2.3万股新买入
VISIONARY HORIZONS, LLC
0.39%0.32%#25$93.0万2.2万股$65.5万1.7万股+5,443股+32.77%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#63$92.2万2.2万股$45.7万1.2万股+1.0万股+88.46%加仓
Second Half Financial Partners, LLC
0.35%0.36%#26$86.2万2.0万股$79.6万2.0万股+237股+1.17%加仓
RFG顾问RFG Advisory, LLC
0.01%0.02%#46$71.2万1.7万股$129.1万3.3万股-1.6万股-48.49%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#64$49.9万1.2万股$00股+1.2万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#67$43.8万1.0万股$139.0万3.5万股-2.5万股-70.53%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$41.8万9,890股$40.1万1.0万股-277股-2.72%减仓
Heritage Wealth Management, Inc.
0.08%0.15%#34$33.0万7,830股$30.9万7,830股00.00%持仓不变

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