13FBOX
MANAGED PORTFOLIO SER · 13F 机构持仓分析
期权收益计算器 机构排行
M

MANAGED PORTFOLIO SER

KHPI
持有机构数
73
机构合计市值 (Q2 2026)
$2.86亿
机构合计股数 (Q2 2026)
1,106.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+166.7万股
44 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-77.0万股
32 · 10 清仓 · ≈
⚖️ 净额
+89.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.86亿
持有机构数
73
新买入
10
加仓
34
减仓
22
清仓
10
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
LPL金融LPL Financial LLC
0.02%0.02%#40$9,975.4万386.3万股$7,217.9万298.1万股+88.2万股+29.59%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.26%0.32%#13$2,172.5万84.1万股$1,949.1万80.5万股+3.6万股+4.51%加仓
HERITAGE OAK WEALTH ADVISORS LLC
5.48%5.49%#1$1,861.6万71.6万股$1,726.7万70.8万股+7,604股+1.07%加仓
Bison Wealth, LLC
1.68%1.67%#3$1,841.3万70.9万股$1,734.3万66.5万股+4.4万股+6.66%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.05%#31$1,257.0万48.7万股$1,227.9万50.7万股-2.0万股-4.01%减仓
繁荣金融服务Prospera Financial Services Inc
0.17%0.14%#15$1,153.7万44.7万股$871.6万36.0万股+8.7万股+24.12%加仓
Delta Investment Management, LLC
1.14%1.06%#4$690.1万26.7万股$594.4万24.6万股+2.2万股+8.86%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.18%0.2%#14$611.6万23.7万股$574.5万23.7万股-416股-0.18%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.03%0.02%#36$595.8万23.1万股$287.6万11.9万股+11.2万股+94.23%加仓
United Advisor Group, LLC
0.62%0.7%#6$586.0万22.7万股$567.5万23.4万股-7,394股-3.16%减仓
Sigma Planning Corp
0.15%0.14%#16$583.1万22.6万股$504.3万20.8万股+1.8万股+8.42%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.03%0.03%#32$476.3万18.4万股$430.3万17.8万股+6,738股+3.79%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.27%0.27%#11$476.3万18.4万股$430.3万17.8万股+6,738股+3.79%加仓
Atria投资Atria Investments, Inc
0.04%0.06%#29$448.6万17.4万股$539.2万22.3万股-4.9万股-21.99%减仓
HFG Wealth Management, LLC
3.99%2.32%#2$396.8万15.4万股$422.4万17.4万股-2.1万股-11.92%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#60$323.0万12.5万股$353.0万14.6万股-2.1万股-14.21%减仓
Cornerstone Wealth Management, LLC
0.13%0.14%#17$312.8万12.1万股$284.2万11.7万股+3,763股+3.21%加仓
Triumph Capital Management
0.5%0.52%#8$278.7万10.8万股$257.8万10.6万股+2,255股+2.13%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#44$244.9万9.5万股$216.2万8.4万股+1.1万股+12.58%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.04%0.04%#30$224.7万8.7万股$205.2万8.5万股+2,269股+2.68%加仓
MONEY CONCEPTS CAPITAL CORP
0.1%0.12%#20$224.6万8.7万股$217.1万9.0万股-2,663股-2.97%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.03%#39$214.2万8.3万股$196.4万8.1万股+1,829股+2.25%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#65$198.8万7.7万股$00股+7.7万股新买入
顶峰金融Summit Financial, LLC
0.02%0.02%#41$189.8万7.3万股$177.3万7.3万股+309股+0.43%加仓
IFP顾问IFP Advisors, Inc
0.03%0.03%#34$174.5万6.8万股$151.8万6.3万股+4,865股+7.76%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#45$169.3万6.6万股$185.5万7.7万股-1.1万股-14.46%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.03%0.01%#33$156.2万6.0万股$29.6万1.2万股+4.8万股+394.64%加仓
Intrepid Financial Planning Group LLC
0.52%0.59%#7$153.5万5.9万股$145.6万6.0万股-711股-1.18%减仓
Ascension Capital Advisors, Inc.
0.42%0.43%#9$148.8万5.8万股$136.4万5.6万股+1,283股+2.28%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#53$145.8万5.6万股$41.4万1.7万股+3.9万股+230.53%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#67$140.6万5.4万股$82.5万3.4万股+2.0万股+59.75%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#68$136.4万5.3万股$00股+5.3万股新买入
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.01%#42$134.1万5.2万股$76.7万3.2万股+2.0万股+63.87%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.03%0.01%#35$126.5万4.9万股$43.6万1.8万股+3.1万股+171.89%加仓
IHT 财富管理IHT Wealth Management, LLC
0.02%#37$115.1万4.5万股$00股+4.5万股新买入
Strategic Blueprint, LLC
0.06%0.13%#26$113.5万4.4万股$222.1万9.2万股-4.8万股-52.06%减仓
CPR Investments Inc.
0.82%0.68%#5$106.3万4.1万股$101.7万4.2万股-868股-2.07%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#66$100.3万3.9万股$82.7万3.4万股+4,671股+13.67%加仓
Joseph P. Lucia & Associates, LLC
0.27%0.28%#12$88.7万3.4万股$78.5万3.2万股+1,895股+5.88%加仓
Virtue Capital Management, LLC
0.11%0.13%#19$82.2万3.2万股$86.6万3.6万股-4,168股-11.57%减仓
TITLEIST ASSET MANAGEMENT, LLC
0.06%0.05%#27$82.1万3.2万股$68.2万2.8万股+3,640股+12.92%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#58$79.8万3.1万股$84.1万3.5万股-3,838股-11.05%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#50$75.6万2.9万股$74.7万2.9万股+47股+0.16%加仓
PRIVATE TRUST CO NA
0.06%0.05%#28$69.1万2.7万股$61.4万2.5万股+1,400股+5.52%加仓
Onyx Bridge Wealth Group LLC
0.06%0.07%#25$67.5万2.6万股$69.0万2.9万股-2,350股-8.25%减仓
CreativeOne Wealth, LLC
0.01%0.01%#46$64.8万2.5万股$49.6万2.0万股+4,609股+22.49%加仓
Balefire, LLC
0.1%0.17%#21$63.5万2.5万股$90.8万3.7万股-1.3万股-34.40%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#59$62.1万2.4万股$57.7万2.4万股+233股+0.98%加仓
SWMG, LLC
0.13%0.18%#18$55.9万2.1万股$62.9万2.6万股-4,516股-17.38%减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.02%#43$49.4万1.9万股$32.6万1.3万股+5,710股+42.64%加仓

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