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RBB FD · 13F 机构持仓分析
期权收益计算器 机构排行
R

RBB FD

RBB FD INCUTWO
持有机构数
80
机构合计市值 (Q2 2026)
$2.76亿
机构合计股数 (Q2 2026)
574.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+234.9万股
41 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.7万股
33 · 10 清仓 · ≈
⚖️ 净额
+192.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.76亿
持有机构数
80
新买入
20
加仓
21
减仓
23
清仓
10
持股不变
16
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$7,545.9万157.3万股$4,569.6万94.1万股+63.2万股+67.21%加仓
Hapanowicz & Associates Financial Services, Inc
11.04%#1$3,550.2万74.0万股$00股+74.0万股新买入
LPL金融LPL Financial LLC
0.01%0.01%#42$3,319.2万69.2万股$3,450.9万71.5万股-2.3万股-3.17%减仓
Odyssey Group, LLC
5.7%#3$2,103.9万43.9万股$00股+43.9万股新买入
Tidal投资Tidal Investments LLC
0.02%<0.01%#31$1,368.1万28.5万股$63.2万1.3万股+27.2万股+2,077.16%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$1,268.2万26.4万股$1,051.8万21.8万股+4.7万股+21.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$1,034.6万21.6万股$926.8万19.2万股+2.4万股+12.38%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#33$1,024.8万21.4万股$840.8万17.4万股+4.0万股+22.71%加仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.02%0.02%#36$598.4万12.5万股$634.4万13.1万股-6,621股-5.04%减仓
Luminist Capital LLC
6.05%6.83%#2$559.9万11.7万股$513.8万10.6万股+1.0万股+9.71%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#62$434.9万9.1万股$720.2万14.9万股-5.8万股-39.21%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#48$415.4万8.7万股$457.1万9.5万股-8,075股-8.53%减仓
Insight Wealth Partners, LLC
0.47%0.4%#7$351.1万7.3万股$284.4万5.9万股+1.4万股+24.28%加仓
Janney Montgomery Scott LLC
0.01%0.01%#45$304.9万6.4万股$312.6万6.5万股-1,156股-1.79%减仓
Marshall & Sterling Wealth Advisors Inc.
1.7%1.87%#4$286.9万6.0万股$285.4万5.9万股+712股+1.20%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#41$267.0万5.6万股$313.9万6.5万股-9,342股-14.37%减仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#40$258.9万5.4万股$281.9万5.8万股-4,396股-7.53%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.04%0.04%#26$212.2万4.4万股$184.1万3.8万股+6,104股+16.01%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.03%#34$206.6万4.3万股$234.2万4.8万股-5,424股-11.18%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#65$204.3万4.3万股$106.6万2.2万股+2.1万股+92.95%加仓
INTEGRITY ALLIANCE, LLC.
0.06%0.07%#22$178.5万3.7万股$172.4万3.6万股+1,510股+4.23%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#55$141.6万3.0万股$147.6万3.1万股-1,039股-3.40%减仓
KPP Advisory Services LLC
0.18%0.2%#10$138.5万2.9万股$139.4万2.9万股00.00%持仓不变
4WEALTH ADVISORS, INC.
0.86%1.26%#5$112.3万2.3万股$147.8万3.1万股-7,233股-23.61%减仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#35$104.6万2.2万股$105.3万2.2万股+6股+0.03%加仓
Weaver Consulting Group
0.21%0.08%#9$101.7万2.1万股$35.0万7,250股+1.4万股+192.41%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#38$96.1万2.0万股$00股+2.0万股新买入
Curran Financial Partners, LLC
0.13%0.17%#16$88.5万1.8万股$92.7万1.9万股-737股-3.84%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.03%0.03%#27$82.4万1.7万股$67.8万1.4万股+3,224股+23.10%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.02%#30$81.1万1.7万股$64.1万1.3万股+3,629股+27.33%加仓
WealthBridge Capital Management, LLC
0.16%0.18%#12$79.4万1.7万股$80.0万1.7万股00.00%持仓不变
49 WEALTH MANAGEMENT, LLC
0.15%0.67%#13$78.1万1.6万股$893.4万18.5万股-16.9万股-91.20%减仓
ALONGSIDE, LLC
0.15%#14$78.1万1.6万股$00股+1.6万股新买入
Empirical Asset Management, LLC
0.16%0.19%#11$71.5万1.5万股$72.9万1.5万股-193股-1.28%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%0.01%#50$69.9万1.5万股$112.2万2.3万股-8,664股-37.27%减仓
Stewardship Advisors, LLC
0.13%0.12%#17$63.2万1.3万股$53.5万1.1万股+2,085股+18.80%加仓
LVW Advisors, LLC
0.05%0.06%#24$55.6万1.2万股$67.3万1.4万股-2,339股-16.79%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#63$46.7万9,737股$36.5万7,557股+2,180股+28.85%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#60$45.3万9,452股$33.1万6,851股+2,601股+37.97%加仓
Kovack Advisors, Inc.
0.02%0.02%#37$37.4万7,793股$38.2万7,905股-112股-1.42%减仓
Proactive Wealth Strategies LLC
0.06%#21$35.6万7,416股$00股+7,416股新买入
Royal Fund Management, LLC
0.03%#29$30.1万6,268股$00股+6,268股新买入
MILLINGTON SECURITIES, LLC
0.11%#18$29.6万6,124股$00股+6,124股新买入
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
<0.01%<0.01%#52$27.6万5,750股$27.8万5,750股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#56$26.7万5,568股$26.9万5,540股+28股+0.51%加仓
Crew Capital Management, Ltd
0.14%#15$26.1万5,433股$00股+5,433股新买入
FELL CAPITAL MANAGEMENT /ADV
0.21%0.24%#8$24.8万5,175股$25.0万5,175股00.00%持仓不变
F/m Investments LLC
0.01%0.02%#39$24.7万5,147股$26.8万5,545股-398股-7.18%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#68$23.7万4,938股$23.8万4,921股+17股+0.35%加仓
Arax顾问Arax Advisory Partners
<0.01%#57$23.5万4,895股$00股+4,895股新买入

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