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Innovator ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
I

Innovator ETF信托

INNOVATOR ETFS TRUSTUJUL
持有机构数
75
机构合计市值 (Q2 2026)
$8,920.6万
机构合计股数 (Q2 2026)
218.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+20.8万股
35 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.7万股
35 · 12 清仓 · ≈
⚖️ 净额
-47.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,920.6万
持有机构数
75
新买入
13
加仓
22
减仓
23
清仓
12
持股不变
17
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
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#41$1,149.6万28.2万股$1,065.5万27.8万股+3,780股+1.36%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.04%#35$801.6万19.7万股$951.9万24.9万股-5.2万股-20.89%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.37%0.38%#6$750.0万18.4万股$671.5万17.5万股+8,606股+4.91%加仓
KFG WEALTH MANAGEMENT, LLC
0.45%0.51%#5$394.9万9.7万股$391.0万10.2万股-5,243股-5.13%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.04%#29$322.0万7.9万股$290.1万7.6万股+3,241股+4.28%加仓
Brookstone资本管理Brookstone Capital Management
0.03%0.04%#31$306.1万7.5万股$317.4万8.3万股-7,806股-9.42%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#38$270.4万6.6万股$231.3万6.0万股+5,932股+9.82%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#53$268.1万6.6万股$241.4万6.3万股+2,727股+4.33%加仓
IMG Wealth Management, Inc.
1.45%1.57%#1$260.9万6.4万股$245.5万6.4万股-107股-0.17%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.08%0.17%#21$238.3万5.8万股$223.6万5.8万股+70股+0.12%加仓
CENTRAL VALLEY ADVISORS, LLC
0.61%0.54%#2$237.5万5.8万股$198.6万5.2万股+6,399股+12.34%加仓
Berger Financial Group, Inc
0.12%0.12%#14$235.4万5.8万股$214.0万5.6万股+1,860股+3.33%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#58$191.5万4.7万股$167.0万4.4万股+3,350股+7.68%加仓
AssuredPartners Investment Advisors, LLC
0.18%0.19%#10$186.2万4.6万股$176.6万4.6万股-73股-0.16%减仓
Allworth金融Allworth Financial LP
0.01%0.01%#43$181.1万4.4万股$184.9万4.8万股-3,875股-8.02%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#56$170.5万4.2万股$115.6万3.0万股+1.2万股+38.89%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#66$167.9万4.1万股$126.2万3.3万股+8,218股+24.93%加仓
Triad Wealth Partners, LLC
0.09%0.07%#18$160.0万3.9万股$90.2万2.4万股+1.5万股+65.44%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.03%0.03%#33$132.3万3.3万股$130.1万3.3万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$131.0万3.2万股$118.7万3.1万股+1,153股+3.72%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#61$128.8万3.2万股$121.0万3.2万股00.00%持仓不变
FIDUCIARY FINANCIAL GROUP, LLC
0.14%0.15%#13$122.9万3.0万股$115.5万3.0万股00.00%持仓不变
Accurate Wealth Management, LLC
0.09%0.05%#17$99.7万2.4万股$39.5万1.0万股+1.4万股+142.20%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#62$98.3万2.4万股$92.3万2.4万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$93.8万2.3万股$186.9万4.9万股-2.6万股-52.85%减仓
SteelPeak Wealth, LLC
0.02%#37$84.0万2.1万股$00股+2.1万股新买入
Spire 财富管理Spire Wealth Management
0.02%0.03%#36$81.9万2.0万股$87.3万2.3万股-2,701股-11.85%减仓
WPWealth LLP
0.12%0.13%#15$79.2万1.9万股$87.6万2.3万股-3,428股-14.99%减仓
Campbell Deegan Wealth Management, LLC
0.52%#4$74.9万1.8万股$00股+1.8万股新买入
Fort Washington投资顾问FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
<0.01%<0.01%#54$68.0万1.7万股$63.9万1.7万股00.00%持仓不变
InvesTrust
0.26%0.26%#7$66.3万1.6万股$62.3万1.6万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%#69$59.3万1.5万股$00股+1.5万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#73$55.8万1.4万股$51.9万1.4万股-52股-0.38%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#65$53.5万1.3万股$51.2万1.3万股-246股-1.84%减仓
Strategic Blueprint, LLC
0.03%0.05%#32$53.4万1.3万股$93.7万2.4万股-1.1万股-46.47%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#72$53.0万1.3万股$53.7万1.4万股-1,039股-7.40%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#47$51.0万1.3万股$46.6万1.2万股+345股+2.84%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#70$49.2万1.2万股$1,156.0万30.2万股-29.0万股-96.00%减仓
RETIREMENT GUYS FORMULA LLC
0.18%0.21%#9$49.1万1.2万股$46.1万1.2万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#57$48.9万1.2万股$45.9万1.2万股00.00%持仓不变
Atria投资Atria Investments, Inc
<0.01%0.01%#49$48.7万1.2万股$45.5万1.2万股+72股+0.61%加仓
Souders Financial Advisors
0.05%0.05%#23$47.6万1.2万股$44.7万1.2万股00.00%持仓不变
Bedel Financial Consulting, Inc.
0.04%0.04%#24$46.5万1.1万股$38.0万9,927股+1,467股+14.78%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#51$44.7万1.1万股$38.0万9,914股+1,050股+10.59%加仓
Encompass More Asset Management
0.06%0.06%#22$44.6万1.1万股$34.2万8,927股+2,020股+22.63%加仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#46$43.5万1.1万股$43.4万1.1万股-676股-5.96%减仓
Tradition Wealth Management, LLC
0.03%0.02%#34$42.8万1.0万股$31.2万8,137股+2,355股+28.94%加仓
Archer Investment Corp
0.08%0.09%#20$41.9万1.0万股$41.5万1.1万股-545股-5.03%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#60$38.4万9,413股$25.1万6,550股+2,863股+43.71%加仓
Altium Investment Strategies LLC
0.54%#3$37.7万9,213股$00股+9,213股新买入

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