13FBOX
SIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETF

CDX
持有机构数
93
机构合计市值 (Q2 2026)
$2.79亿
机构合计股数 (Q2 2026)
1,320.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+157.1万股
62 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-270.7万股
41 · 15 清仓 · ≈
⚖️ 净额
-113.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.79亿
持有机构数
93
新买入
23
加仓
39
减仓
26
清仓
15
持股不变
5
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
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.74%0.79%#8$4,101.0万194.2万股$3,893.5万182.4万股+11.7万股+6.43%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#53$3,497.4万165.6万股$3,194.4万149.7万股+15.9万股+10.63%加仓
AE财富管理AE Wealth Management LLC
0.12%0.15%#22$2,501.0万118.4万股$2,698.2万126.4万股-8.0万股-6.34%减仓
Park Edge Advisors, LLC
3.43%3.72%#1$1,631.1万77.2万股$1,613.2万75.6万股+1.6万股+2.16%加仓
Insight Wealth Strategies, LLC
1.56%1.62%#3$1,601.3万76.4万股$1,451.3万68.0万股+8.4万股+12.38%加仓
Altiora Financial Group, LLC
1.91%3.16%#2$1,209.9万57.3万股$1,918.4万89.9万股-32.6万股-36.28%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.11%0.12%#24$913.2万43.2万股$807.5万37.8万股+5.4万股+14.27%加仓
DRIVE WEALTH MANAGEMENT, LLC
1.41%1.79%#4$791.8万37.5万股$846.2万39.7万股-2.2万股-5.44%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.06%0.06%#30$788.6万37.3万股$711.6万33.3万股+4.0万股+11.98%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#66$777.1万36.8万股$1,251.9万58.7万股-21.9万股-37.28%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.26%0.27%#16$672.1万31.8万股$611.0万28.6万股+3.2万股+11.14%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.2%0.23%#17$664.5万31.5万股$658.2万30.8万股+6,223股+2.02%加仓
Soltis Investment Advisors LLC
0.32%0.23%#13$576.6万27.3万股$367.1万17.2万股+10.1万股+58.72%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.03%0.03%#42$565.0万26.7万股$515.9万24.2万股+2.6万股+10.65%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.13%0.1%#21$542.1万25.7万股$369.6万17.3万股+8.3万股+48.20%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#54$528.2万25.0万股$518.8万24.3万股+6,973股+2.87%加仓
SlateStone Wealth, LLC
0.38%#11$490.8万23.2万股$00股+23.2万股新买入
ADAPT WEALTH ADVISORS, LLC
1.39%1.66%#5$425.5万20.1万股$457.0万21.4万股-1.3万股-5.93%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#57$421.6万20.0万股$418.6万19.6万股+3,482股+1.78%加仓
Security National Bank
0.44%0.68%#10$366.2万17.3万股$466.0万21.8万股-4.5万股-20.61%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#56$363.3万17.2万股$404.2万18.9万股-1.7万股-9.18%减仓
FIFTH THIRD SECURITIES, INC.
0.2%0.18%#18$348.9万16.5万股$278.3万13.0万股+3.5万股+26.67%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.02%#48$291.8万13.8万股$305.0万14.3万股-4,758股-3.33%减仓
Janney Montgomery Scott LLC
0.01%<0.01%#55$284.7万13.5万股$153.5万7.2万股+6.3万股+87.41%加仓
Kingsview Wealth Management, LLC
0.05%0.04%#36$266.1万12.5万股$266.1万12.5万股00.00%持仓不变
Centennial Wealth Advisory LLC
0.45%0.51%#9$209.2万9.9万股$209.4万9.8万股+907股+0.92%加仓
Pekin Hardy Strauss, Inc.
0.18%0.27%#20$204.5万9.7万股$255.5万12.0万股-2.3万股-19.13%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.03%#43$173.5万8.2万股$00股+8.2万股新买入
Advisor OS, LLC
0.11%#23$168.8万8.0万股$00股+8.0万股新买入
SILVER OAK SECURITIES, INCORPORATED
0.08%0.1%#28$131.5万6.2万股$134.4万6.3万股-730股-1.16%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#79$127.3万6.0万股$229.7万10.8万股-4.7万股-44.00%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.02%#49$125.2万5.9万股$126.5万5.9万股-32股-0.05%减仓
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#60$114.2万5.5万股$103.9万4.9万股+5,900股+12.14%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.03%0.03%#40$113.2万5.4万股$87.9万4.1万股+1.2万股+30.21%加仓
Mosley Wealth Management
0.35%#12$109.1万5.2万股$00股+5.2万股新买入
CIBC世界市场CIBC WORLD MARKET INC.
<0.01%<0.01%#68$98.1万4.6万股$98.4万4.6万股+351股+0.76%加仓
CreativeOne Wealth, LLC
0.02%0.02%#46$97.0万4.6万股$68.1万3.2万股+1.4万股+44.01%加仓
Independent Wealth Advisors LLC
0.88%2.15%#6$96.8万4.6万股$218.5万10.2万股-5.7万股-55.22%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#63$93.4万4.4万股$91.9万4.3万股+1,121股+2.60%加仓
Regatta Research & Money Management
0.86%#7$91.4万4.3万股$00股+4.3万股新买入
WealthCare Asset Management, LLC
0.3%0.38%#14$72.1万3.4万股$35.9万1.7万股+1.7万股+103.13%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#44$70.7万3.3万股$67.2万3.2万股+1,973股+6.26%加仓
Almanack Investment Partners, LLC.
0.09%0.31%#26$69.9万3.3万股$185.6万8.7万股-5.4万股-61.95%减仓
Advisor Resource Council
0.19%0.2%#19$67.1万3.2万股$62.5万2.9万股+2,694股+9.19%加仓
Cooper Financial Group
0.05%0.06%#33$63.4万3.0万股$64.1万3.0万股00.00%持仓不变
NORDEN GROUP LLC
0.05%#35$61.4万2.9万股$00股+2.9万股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.02%#65$59.3万2.8万股$482.5万22.6万股-19.8万股-87.58%减仓
Synergy Asset Management, LLC
0.05%#34$54.0万2.6万股$00股+2.6万股新买入
BayBridge Capital Group, LLC
0.28%0.14%#15$53.7万2.5万股$22.8万1.0万股+1.5万股+149.06%加仓
SteelPeak Wealth, LLC
0.01%#50$49.7万2.4万股$00股+2.4万股新买入

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