13FBOX
NEOS ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEOS ETF TRUST

CSHI
持有机构数
126
机构合计市值 (Q2 2026)
$4.65亿
机构合计股数 (Q2 2026)
932.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+246.6万股
87 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-87.7万股
42 · 9 清仓 · ≈
⚖️ 净额
+158.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.65亿
持有机构数
126
新买入
21
加仓
66
减仓
33
清仓
9
持股不变
6
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
0.01%0.01%#93$3,414.4万68.5万股$2,080.7万41.8万股+26.8万股+64.00%加仓
梯度投资Gradient Investments LLC
0.39%0.39%#24$2,815.8万56.5万股$2,540.7万51.0万股+5.5万股+10.76%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#101$2,645.0万53.1万股$799.9万16.1万股+37.0万股+230.47%加仓
New England Private Wealth Advisors LLC
2.49%1.38%#9$2,576.2万51.8万股$1,193.3万24.0万股+27.8万股+116.07%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.56%0.44%#16$2,184.7万43.9万股$1,434.0万28.8万股+15.1万股+52.26%加仓
ATTICUS WEALTH MANAGEMENT, LLC
5.12%4.54%#2$2,152.6万43.2万股$1,675.5万33.7万股+9.6万股+28.40%加仓
Richard P Slaughter Associates Inc
4.08%7.43%#4$2,078.8万41.7万股$3,439.9万69.1万股-27.4万股-39.61%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#76$2,041.5万41.0万股$1,962.3万39.4万股+1.6万股+3.97%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.27%0.28%#39$1,802.0万36.2万股$1,713.2万34.4万股+1.8万股+5.12%加仓
MADDEN SECURITIES Corp
3.93%3.89%#5$1,414.8万28.4万股$1,294.6万26.0万股+2.4万股+9.22%加仓
Global View Capital Management LLC
2.24%0.53%#10$1,087.1万21.8万股$200.0万4.0万股+17.8万股+443.20%加仓
顶峰金融Summit Financial, LLC
0.12%0.11%#52$1,080.2万21.7万股$863.7万17.4万股+4.3万股+24.99%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.1%#55$1,025.8万20.6万股$921.8万18.5万股+2.1万股+11.21%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#83$1,010.8万20.3万股$735.4万14.8万股+5.5万股+37.35%加仓
Grantvest Financial Group LLC
5.17%5.67%#1$891.5万17.9万股$875.4万17.6万股+3,123股+1.78%加仓
Gainplan LLC
3.42%6.59%#6$867.3万17.4万股$878.6万17.7万股-2,375股-1.35%减仓
Owen LaRue, LLC
2.94%5.35%#7$844.5万17.0万股$1,395.1万28.0万股-11.1万股-39.50%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#77$808.9万16.2万股$563.3万11.3万股+4.9万股+43.51%加仓
Able Wealth Management LLC
1.84%2.39%#12$803.3万16.1万股$892.9万17.9万股-1.8万股-10.10%减仓
Compound Planning, Inc.
0.19%0.26%#44$742.5万14.9万股$855.9万17.2万股-2.3万股-13.30%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.13%#50$678.4万13.6万股$00股+13.6万股新买入
Precision Wealth Strategies, LLC
1.85%2.82%#11$613.4万12.3万股$850.7万17.1万股-4.8万股-27.94%减仓
Capital Investment Advisory Services, LLC
0.37%0.45%#25$601.9万12.1万股$621.9万12.5万股-4,104股-3.28%减仓
FSA Advisors, Inc.
2.54%3.48%#8$553.6万11.1万股$527.8万10.6万股+5,127股+4.84%加仓
Arax顾问Arax Advisory Partners
0.04%0.06%#71$541.4万10.9万股$197.0万4.0万股+6.9万股+174.58%加仓
Independent Wealth Advisors LLC
4.76%6.27%#3$526.2万10.6万股$638.4万12.8万股-2.3万股-17.62%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#98$519.8万10.4万股$458.7万9.2万股+1.2万股+13.26%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.06%0.07%#62$512.7万10.3万股$455.2万9.1万股+1.1万股+12.56%加仓
VERUS CAPITAL PARTNERS, LLC
0.21%0.24%#42$385.5万7.7万股$355.8万7.1万股+5,928股+8.29%加仓
True North Advisors, LLC
0.34%0.26%#31$358.3万7.2万股$225.4万4.5万股+2.7万股+58.83%加仓
AssuredPartners Investment Advisors, LLC
0.33%#32$342.6万6.9万股$00股+6.9万股新买入
共同顾问Mutual Advisors, LLC
0.06%0.06%#61$334.0万6.7万股$283.3万5.7万股+1.0万股+17.82%加仓
Gladstone Institutional Advisory LLC
0.1%0.14%#54$331.2万6.6万股$386.2万7.8万股-1.1万股-14.30%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#79$295.7万5.9万股$253.7万5.1万股+8,393股+16.47%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.05%0.05%#65$268.4万5.4万股$282.8万5.7万股-2,928股-5.15%减仓
Inspire Advisors, LLC
0.18%0.2%#46$267.3万5.4万股$241.8万4.9万股+5,081股+10.46%加仓
Claro Advisors Inc.
0.27%0.38%#37$261.4万5.2万股$314.1万6.3万股-1.1万股-16.83%减仓
ARQ WEALTH ADVISORS, LLC
0.3%0.21%#34$239.5万4.8万股$115.4万2.3万股+2.5万股+107.82%加仓
Bright Futures Wealth Management, LLC.
1.53%1.28%#13$236.2万4.7万股$186.3万3.7万股+1.0万股+26.72%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#90$222.6万4.5万股$276.2万5.5万股-1.1万股-19.44%减仓
WT Wealth Management
0.62%0.58%#14$222.3万4.5万股$195.7万3.9万股+5,302股+13.48%加仓
Impact Partnership Wealth, LLC
0.21%0.21%#41$217.9万4.4万股$173.4万3.5万股+8,928股+25.64%加仓
繁荣金融服务Prospera Financial Services Inc
0.03%0.03%#72$213.6万4.3万股$164.6万3.3万股+9,819股+29.69%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#107$211.0万4.2万股$205.2万4.1万股+1,140股+2.77%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%<0.01%#81$188.2万3.8万股$26.6万5,345股+3.2万股+606.75%加仓
49 WEALTH MANAGEMENT, LLC
0.35%#29$182.5万3.7万股$00股+3.7万股新买入
ALONGSIDE, LLC
0.35%#30$182.5万3.7万股$00股+3.7万股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#106$174.3万3.5万股$174.9万3.5万股-148股-0.42%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.05%0.04%#64$160.4万3.2万股$117.9万2.4万股+8,520股+35.98%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#118$157.8万3.2万股$85.8万1.7万股+1.4万股+83.56%加仓

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