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

LISTED FDS TR

HLAL
持有机构数
61
机构合计市值 (Q2 2026)
$4,094.0万
机构合计股数 (Q2 2026)
57.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.3万股
35 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.6万股
26 · 10 清仓 · ≈
⚖️ 净额
-1.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,094.0万
持有机构数
61
新买入
16
加仓
19
减仓
16
清仓
10
持股不变
10
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
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#42$563.5万7.9万股$468.2万7.9万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#29$431.5万6.0万股$368.6万6.2万股-1,696股-2.73%减仓
RFG顾问RFG Advisory, LLC
0.05%0.03%#11$297.4万4.2万股$184.6万3.1万股+1.1万股+33.85%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.03%0.04%#12$259.6万3.6万股$212.2万3.6万股+590股+1.65%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#18$250.0万3.5万股$211.1万3.5万股-211股-0.60%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.01%0.01%#24$217.2万3.0万股$180.5万3.0万股00.00%持仓不变
Cerro Pacific Wealth Advisors LLC
0.41%#1$179.3万2.5万股$00股+2.5万股新买入
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.02%0.02%#13$117.1万1.6万股$102.5万1.7万股-879股-5.09%减仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%<0.01%#31$95.1万1.3万股$79.0万1.3万股-7股-0.05%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#44$82.4万1.2万股$47.4万7,987股+3,562股+44.60%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#30$79.2万1.1万股$33.7万5,678股+5,420股+95.46%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$76.5万1.1万股$62.7万1.1万股+148股+1.40%加仓
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#33$64.3万9,054股$51.6万8,649股+405股+4.68%加仓
Purpose Unlimited Inc.
0.02%0.02%#16$61.8万8,467股$44.5万7,458股+1,009股+13.53%加仓
CIBC世界市场CIBC WORLD MARKET INC.
<0.01%<0.01%#38$61.7万8,642股$62.6万1.1万股-1,908股-18.09%减仓
Walkner Condon Financial Advisors LLC
0.07%0.06%#9$56.8万7,954股$47.3万7,977股-23股-0.29%减仓
Kaizen Financial Strategies
0.18%#4$56.7万7,993股$00股+7,993股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$56.1万7,865股$31.7万5,341股+2,524股+47.26%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#37$56.1万7,852股$46.8万7,892股-40股-0.51%减仓
COMPASS CAPITAL CORP /MA/ /ADV
0.19%0.19%#3$55.8万7,631股$52.6万7,631股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#26$55.1万7,713股$45.0万7,591股+122股+1.61%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$54.1万7,574股$109.5万1.8万股-1.1万股-58.98%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$51.3万7,192股$40.2万6,779股+413股+6.09%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.01%0.01%#22$50.8万7,111股$43.1万7,270股-159股-2.19%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#48$50.0万7,224股$33.7万5,811股+1,413股+24.32%加仓
Sepio Capital, LP
0.02%0.02%#14$48.0万6,718股$39.8万6,717股+1股+0.01%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#41$39.0万5,465股$30.8万5,188股+277股+5.34%加仓
Main Street Financial Solutions, LLC
0.02%#17$34.2万4,786股$00股+4,786股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#56$34.0万4,820股$58.8万1.0万股-5,420股-52.93%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#55$33.6万4,704股$74.9万1.3万股-7,915股-62.72%减仓
LPL金融LPL Financial LLC
<0.01%#52$33.2万4,649股$00股+4,649股新买入
Regions金融REGIONS FINANCIAL CORP
<0.01%<0.01%#32$31.2万4,374股$25.9万4,374股00.00%持仓不变
BLVD Private Wealth, LLC
0.23%0.23%#2$31.1万4,360股$26.9万4,532股-172股-3.80%减仓
Tower Research Capital LLC (TRC)
0.01%#25$29.8万4,179股$00股+4,179股新买入
Strengthening Families & Communities, LLC
0.07%0.06%#8$29.7万4,164股$24.6万4,150股+14股+0.34%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#43$29.5万4,088股$00股+4,088股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#39$27.8万3,899股$23.1万3,899股00.00%持仓不变
MONEY CONCEPTS CAPITAL CORP
0.01%0.01%#21$27.8万3,892股$23.1万3,892股00.00%持仓不变
Foundation Wealth Management, LLC
0.14%#5$24.2万3,390股$00股+3,390股新买入
WESBANCO 银行WESBANCO BANK INC
0.01%#28$23.9万3,344股$00股+3,344股新买入
Strategic Blueprint, LLC
0.01%#23$23.8万3,331股$00股+3,331股新买入
Larson Financial 集团Larson Financial Group LLC
0.01%<0.01%#27$23.1万3,233股$6.6万1,106股+2,127股+192.31%加仓
Stanich Group LLC
0.14%#6$22.1万3,100股$00股+3,100股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%#46$21.7万3,036股$00股+3,036股新买入
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%#36$21.5万3,009股$00股+3,009股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#53$21.3万2,977股$17.0万2,859股+118股+4.13%加仓
Falcon Wealth Planning
0.01%#20$21.1万2,950股$00股+2,950股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$17.3万2,419股$12.9万2,169股+250股+11.53%加仓
Providence Capital Advisors, LLC
0.02%0.02%#15$15.8万2,207股$13.1万2,207股00.00%持仓不变
Murphy & Mullick Capital Management Corp
0.08%0.07%#7$12.1万1,700股$10.1万1,700股00.00%持仓不变

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