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INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

USEP
持有机构数
174
机构合计市值 (Q2 2026)
$2.12亿
机构合计股数 (Q2 2026)
510.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.5万股
48 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-302.3万股
76 · 13 清仓 · ≈
⚖️ 净额
-261.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.12亿
持有机构数
174
新买入
21
加仓
27
减仓
63
清仓
13
持股不变
63
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#97$1,367.7万32.8万股$1,362.5万35.1万股-2.3万股-6.46%减仓
Brookstone资本管理Brookstone Capital Management
0.13%0.84%#38$1,309.4万31.4万股$7,327.0万188.6万股-157.2万股-83.35%减仓
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
4.63%5.04%#1$1,008.3万24.2万股$876.0万22.6万股+1.6万股+7.25%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#138$884.6万21.2万股$841.5万21.7万股-4,424股-2.04%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#112$864.5万20.7万股$790.9万20.4万股+3,785股+1.86%加仓
SignatureFD财富SIGNATUREFD, LLC
0.11%0.12%#43$803.2万19.4万股$751.5万19.4万股00.00%持仓不变
TOUNJIAN ADVISORY PARTNERS, LLC
3.22%#2$752.1万18.0万股$00股+18.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#145$676.9万16.2万股$841.3万21.7万股-5.4万股-25.02%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.32%0.33%#12$648.4万15.6万股$579.1万14.9万股+6,457股+4.33%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.06%0.08%#65$573.6万13.8万股$609.2万15.7万股-1.9万股-12.25%减仓
Sovran Advisors, LLC
0.39%0.45%#9$527.1万12.6万股$569.2万13.9万股-1.3万股-9.55%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#103$424.6万10.2万股$519.1万13.4万股-3.2万股-23.79%减仓
KFG WEALTH MANAGEMENT, LLC
0.47%0.51%#6$413.1万9.9万股$393.0万10.1万股-2,053股-2.03%减仓
CENTRAL VALLEY ADVISORS, LLC
0.95%0.97%#4$370.5万8.9万股$354.8万9.1万股-2,451股-2.68%减仓
Berger Financial Group, Inc
0.18%0.19%#27$347.4万8.3万股$343.3万8.8万股-5,031股-5.69%减仓
Trek Financial, LLC
0.15%0.19%#31$328.1万7.9万股$353.0万9.1万股-1.2万股-13.40%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#120$306.3万7.3万股$319.1万8.2万股-8,672股-10.56%减仓
MILESTONE ASSET MANAGEMENT, LLC
0.48%0.54%#5$303.5万7.3万股$294.0万7.6万股-2,879股-3.80%减仓
MBL Wealth, LLC
0.2%0.21%#22$299.8万7.2万股$278.1万7.2万股+337股+0.47%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#92$269.3万6.6万股$227.8万6.0万股+5,931股+9.96%加仓
Spire 财富管理Spire Wealth Management
0.08%0.09%#55$269.0万6.5万股$256.9万6.6万股-1,612股-2.44%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#139$261.5万6.3万股$253.8万6.5万股-2,596股-3.97%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#136$239.5万5.7万股$226.7万5.8万股-900股-1.54%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#156$225.8万5.4万股$179.1万4.6万股+8,048股+17.45%加仓
IMG Wealth Management, Inc.
1.24%1.27%#3$223.2万5.4万股$199.2万5.1万股+2,272股+4.43%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#137$209.1万5.1万股$212.7万5.6万股-4,759股-8.56%减仓
WealthPlan Investment Management, LLC
0.1%0.11%#47$205.1万4.9万股$202.2万5.2万股-2,860股-5.49%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#141$204.3万4.9万股$184.6万4.8万股+1,500股+3.16%加仓
Strategic Blueprint, LLC
0.09%0.1%#50$184.5万4.4万股$173.2万4.5万股-339股-0.76%减仓
Virtue Capital Management, LLC
0.24%0.25%#19$177.7万4.3万股$165.8万4.3万股-659股-1.52%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#94$174.7万4.2万股$162.8万4.2万股00.00%持仓不变
AssuredPartners Investment Advisors, LLC
0.16%0.19%#29$162.2万3.9万股$176.3万4.5万股-6,163股-13.68%减仓
Triad Wealth Partners, LLC
0.09%0.07%#51$156.6万3.8万股$86.9万2.3万股+1.5万股+65.45%加仓
Castle Rock Wealth Management, LLC
0.3%0.32%#13$155.1万3.7万股$145.6万3.7万股-125股-0.33%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#135$154.7万3.7万股$146.2万3.8万股-540股-1.43%减仓
Bedel Financial Consulting, Inc.
0.14%0.16%#34$148.7万3.6万股$138.3万3.6万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#140$140.2万3.4万股$130.6万3.4万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#163$134.7万3.2万股$77.7万2.0万股+1.2万股+61.51%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#165$133.9万3.2万股$172.9万4.5万股-1.2万股-27.80%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.02%0.04%#85$123.2万3.0万股$103.8万2.7万股+2,831股+10.59%加仓
Gladstone Institutional Advisory LLC
0.04%0.04%#74$117.7万2.8万股$111.2万2.9万股-400股-1.40%减仓
MONEY CONCEPTS CAPITAL CORP
0.05%0.08%#68$111.1万2.7万股$140.8万3.6万股-9,599股-26.47%减仓
Sonoma Allocations LLC
0.4%0.35%#7$106.8万2.6万股$100.9万2.6万股-247股-0.96%减仓
Octavia Wealth Advisors, LLC
0.09%0.1%#52$105.7万2.5万股$101.7万2.6万股-825股-3.15%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.03%0.12%#77$102.8万2.5万股$157.3万4.0万股-1.6万股-39.09%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#128$98.1万2.4万股$89.6万2.3万股+427股+1.82%加仓
FIDUCIARY FINANCIAL GROUP, LLC
0.11%0.13%#44$94.6万2.3万股$99.5万2.6万股-2,920股-11.40%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#102$91.0万2.2万股$68.2万1.8万股+4,263股+24.26%加仓
SteelPeak Wealth, LLC
0.02%#91$84.2万2.0万股$00股+2.0万股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#129$80.1万1.9万股$67.7万1.7万股+1,805股+10.36%加仓

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