13FBOX
ADAMS NATURAL · 13F 机构持仓分析
期权收益计算器 机构排行
A

ADAMS NATURAL

PEO
持有机构数
100
机构合计市值 (Q2 2026)
$2.70亿
机构合计股数 (Q2 2026)
1,091.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+109.2万股
63 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.7万股
39 · 14 清仓 · ≈
⚖️ 净额
+83.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.70亿
持有机构数
100
新买入
17
加仓
46
减仓
25
清仓
14
持股不变
12
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
ADAMS DIVERSIFIED EQUITY FUND, INC.
2.02%2.57%#3$6,608.8万267.3万股$7,288.9万262.2万股+5.2万股+1.97%加仓
Saba 资本管理Saba Capital Management, L.P.
1.47%1.74%#4$5,609.7万226.9万股$6,290.2万226.3万股+6,633股+0.29%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$3,583.5万145.0万股$1,969.4万91.5万股+53.4万股+58.40%加仓
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
0.02%0.02%#30$1,255.7万50.8万股$1,409.5万50.7万股+967股+0.19%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#60$1,058.7万42.8万股$1,186.3万42.7万股+1,561股+0.37%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#59$597.0万24.1万股$665.4万23.9万股+2,162股+0.90%加仓
COHEN & STEERS, INC.
0.01%0.01%#39$442.5万17.9万股$505.9万18.2万股-3,000股-1.65%减仓
Basepoint Wealth LLC
2.29%2.64%#2$400.8万16.2万股$461.5万16.6万股-3,860股-2.33%减仓
INTREPID FAMILY OFFICE LLC
2.91%3.51%#1$393.2万15.9万股$433.7万15.6万股+3,066股+1.97%加仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.01%#33$391.7万15.8万股$202.4万7.3万股+8.6万股+117.64%加仓
FCA CORP /TX
0.81%0.93%#5$329.9万13.3万股$328.9万11.8万股+1.5万股+12.80%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#84$307.2万12.4万股$345.5万12.4万股+11股+0.01%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#75$294.7万11.9万股$222.8万8.0万股+3.9万股+48.73%加仓
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
<0.01%<0.01%#50$286.7万11.6万股$316.3万11.4万股+2,236股+1.97%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.36%0.45%#8$285.2万11.5万股$315.1万11.3万股+2,034股+1.79%加仓
顾问资产管理Advisors Asset Management, Inc.
0.04%0.05%#22$274.7万11.1万股$283.6万10.2万股+9,118股+8.94%加仓
WHITENER CAPITAL MANAGEMENT, INC.
0.47%0.57%#7$224.0万9.1万股$248.8万9.0万股+1,112股+1.24%加仓
NORTH STAR 资产管理NORTH STAR ASSET MANAGEMENT INC
0.09%#15$217.2万8.8万股$00股+8.8万股新买入
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#65$191.5万7.7万股$215.4万7.7万股-1股-0.00%减仓
CSS LLC/IL
0.07%0.1%#17$186.6万7.5万股$207.1万7.4万股+1,000股+1.34%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#35$185.7万7.5万股$208.3万7.5万股+203股+0.27%加仓
SPROTT INC.
0.06%0.06%#20$183.4万7.4万股$213.3万7.7万股-2,570股-3.35%减仓
UHLMANN PRICE SECURITIES, LLC
0.06%0.13%#18$173.5万7.0万股$187.4万6.7万股+2,770股+4.11%加仓
Verition基金管理Verition Fund Management LLC
<0.01%0.01%#55$169.7万6.9万股$365.4万13.1万股-6.3万股-47.79%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#53$156.3万6.2万股$174.2万6.6万股-3,751股-5.71%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
<0.01%<0.01%#54$153.6万6.2万股$58.3万2.1万股+4.1万股+196.44%加仓
Uncommon Cents Investing LLC
0.32%0.4%#9$152.0万6.1万股$171.0万6.2万股-50股-0.08%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#79$143.3万5.8万股$138.2万4.9万股+8,973股+18.25%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#48$138.0万5.6万股$98.6万3.5万股+2.0万股+57.40%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.06%0.07%#19$125.0万5.1万股$142.6万5.1万股-718股-1.40%减仓
BURNEY CO/
0.03%0.04%#26$122.4万5.0万股$132.9万4.8万股+1,717股+3.59%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#85$120.6万4.9万股$119.4万4.3万股+5,831股+13.58%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#70$108.8万4.4万股$119.3万4.3万股+1,095股+2.55%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.02%#31$107.2万4.3万股$106.2万3.8万股+5,148股+13.47%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#29$104.3万4.2万股$110.2万4.0万股+2,535股+6.39%加仓
Aspire Capital Advisors LLC
0.2%#11$100.8万4.1万股$00股+4.1万股新买入
St. James Investment Company, LLC
0.15%0.17%#13$91.8万3.7万股$107.6万3.9万股-1,560股-4.03%减仓
ROBERTS GLORE & CO INC /IL/
0.22%0.28%#10$90.6万3.7万股$100.6万3.6万股+469股+1.30%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#72$82.5万3.3万股$82.5万3.0万股+3,718股+12.53%加仓
Calamos顾问Calamos Advisors LLC
<0.01%<0.01%#52$79.9万3.2万股$83.8万3.0万股+2,154股+7.14%加仓
Walsh & Associates, LLC
0.64%0.98%#6$77.8万3.1万股$98.6万3.5万股-4,000股-11.28%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
<0.01%<0.01%#43$77.5万3.1万股$61.2万2.2万股+9,363股+42.56%加仓
Kovack Advisors, Inc.
0.04%0.03%#24$76.6万3.1万股$64.1万2.4万股+7,010股+29.02%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#77$67.7万2.7万股$87.9万3.2万股-4,261股-13.47%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#90$67.3万2.7万股$75.8万2.7万股-63股-0.23%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#69$66.0万2.7万股$74.8万2.7万股-205股-0.76%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#71$65.3万2.6万股$79.2万2.8万股-2,064股-7.25%减仓
EVOLVE PRIVATE WEALTH, LLC
0.04%0.04%#23$61.1万2.5万股$71.8万2.6万股-1,090股-4.22%减仓
CULLEN INVESTMENT GROUP, LTD.
0.07%0.09%#16$61.1万2.5万股$67.7万2.4万股+349股+1.43%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#76$56.2万2.3万股$51.0万1.8万股+4,380股+23.89%加仓

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