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

SIMPLIFY EXCHANGE TRADED FUN

AGGH
持有机构数
95
机构合计市值 (Q2 2026)
$4.00亿
机构合计股数 (Q2 2026)
1,982.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+472.6万股
68 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-54.1万股
38 · 15 清仓 · ≈
⚖️ 净额
+418.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.00亿
持有机构数
95
新买入
23
加仓
45
减仓
23
清仓
15
持股不变
4
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
WCG Wealth 顾问WCG Wealth Advisors LLC
1.09%1.06%#10$4,617.3万228.9万股$3,801.0万186.8万股+42.1万股+22.56%加仓
简化资产管理Simplify Asset Management Inc.
0.59%0.66%#22$4,254.1万210.9万股$4,292.1万210.9万股00.00%持仓不变
梯度投资Gradient Investments LLC
0.52%#24$3,747.5万185.8万股$00股+185.8万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#70$2,723.2万135.0万股$2,435.3万119.7万股+15.3万股+12.82%加仓
Sowell Financial Services LLC
0.8%0.9%#15$2,460.2万122.0万股$2,439.3万119.9万股+2.1万股+1.76%加仓
LPL金融LPL Financial LLC
0.01%<0.01%#73$2,307.4万114.4万股$1,643.6万80.8万股+33.6万股+41.64%加仓
AE财富管理AE Wealth Management LLC
0.07%0.08%#47$1,549.6万76.8万股$1,432.0万70.4万股+6.5万股+9.18%加仓
Stadion Money Management, LLC
1.21%1.41%#9$1,405.1万69.7万股$1,399.4万68.8万股+8,976股+1.31%加仓
Private Advisor集团Private Advisor Group, LLC
0.06%#48$1,378.1万68.3万股$00股+68.3万股新买入
WealthPlan Investment Management, LLC
0.68%0.81%#18$1,366.1万67.7万股$1,462.4万71.9万股-4.1万股-5.75%减仓
Great Diamond Partners, LLC
2.09%2.23%#4$1,217.5万60.4万股$1,158.0万56.9万股+3.5万股+6.08%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.12%0.12%#41$1,025.1万50.8万股$824.6万40.5万股+10.3万股+25.42%加仓
Brookwood Investment Group LLC
1.08%1.18%#11$958.7万47.5万股$954.0万46.9万股+6,529股+1.39%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#67$950.9万47.1万股$853.4万41.9万股+5.2万股+12.42%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.26%1.45%#8$849.1万42.1万股$861.0万42.3万股-2,170股-0.51%减仓
Park Edge Advisors, LLC
1.78%1.92%#6$843.4万41.8万股$834.4万41.0万股+8,103股+1.98%加仓
Elevated Capital Advisors, LLC
2.21%1.8%#2$802.4万39.8万股$715.4万35.2万股+4.6万股+13.17%加仓
Financial Enhancement Group LLC
0.71%0.73%#16$599.5万29.7万股$586.0万28.5万股+1.3万股+4.41%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.02%0.02%#60$423.5万21.0万股$388.9万19.1万股+1.9万股+9.87%加仓
Key Capital Management, INC
2.13%2.5%#3$412.9万20.5万股$379.3万18.6万股+1.8万股+9.85%加仓
RiverTree Advisors, LLC
2.24%2.02%#1$380.2万18.8万股$319.2万15.7万股+3.2万股+20.16%加仓
EVOLUTION WEALTH MANAGEMENT INC.
1.94%2.03%#5$329.8万16.4万股$277.0万13.6万股+2.7万股+20.13%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#57$293.2万14.5万股$273.0万13.4万股+1.1万股+8.36%加仓
HOWARD BAILEY SECURITIES, LLC
1.07%1.17%#12$286.4万14.2万股$284.0万14.0万股+2,438股+1.75%加仓
Copley Financial Group, Inc.
1.57%#7$260.1万12.9万股$00股+12.9万股新买入
B.O.S.S. Retirement Advisors, LLC
0.66%0.7%#19$246.1万12.2万股$228.5万11.2万股+9,710股+8.65%加仓
FSA Advisors, Inc.
1.03%1.31%#13$225.4万11.2万股$198.1万9.7万股+1.4万股+14.75%加仓
CreativeOne Wealth, LLC
0.05%0.03%#50$224.0万11.1万股$135.6万6.7万股+4.4万股+66.63%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#58$201.7万10.0万股$181.8万8.9万股+1.1万股+11.93%加仓
LANARK FINANCIAL, INC.
0.11%0.09%#42$165.4万8.2万股$119.1万5.9万股+2.3万股+40.12%加仓
Janney Montgomery Scott LLC
<0.01%#76$152.1万7.5万股$00股+7.5万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#78$150.1万7.4万股$120.3万5.9万股+1.5万股+25.92%加仓
Geo 财富管理GeoWealth Management, LLC
0.04%0.05%#52$139.3万6.9万股$130.2万6.4万股+5,073股+7.93%加仓
SteelPeak Wealth, LLC
0.04%#54$136.5万6.8万股$00股+6.8万股新买入
Authentikos Wealth Advisory, LLC
0.83%0.92%#14$130.8万6.5万股$136.2万6.7万股-2,120股-3.17%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#72$129.6万6.4万股$113.4万5.6万股+8,552股+15.35%加仓
Financial Partners Group, Inc
0.13%0.13%#39$127.7万6.3万股$110.5万5.4万股+9,003股+16.58%加仓
Blackston Financial Advisory Group, LLC
0.68%0.7%#17$120.6万6.0万股$111.5万5.5万股+5,041股+9.20%加仓
Beacon Capital Management, LLC
0.17%0.27%#36$115.5万5.7万股$152.3万7.5万股-1.8万股-23.47%减仓
KG Capital Management
0.62%0.79%#20$104.5万5.2万股$110.3万5.4万股-2,429股-4.48%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#66$102.4万5.1万股$110.4万5.4万股-3,473股-6.40%减仓
Networth Advisors, LLC
0.58%0.6%#23$99.4万4.9万股$85.5万4.2万股+7,288股+17.36%加仓
WealthPLAN Partners, LLC
0.18%0.1%#34$93.4万4.6万股$53.8万2.6万股+2.0万股+75.22%加仓
GK Wealth Management LLC
0.48%#26$90.5万4.5万股$00股+4.5万股新买入
WINNACLE WEALTH LLC
0.61%0.41%#21$90.4万4.5万股$52.8万2.6万股+1.9万股+72.85%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#85$87.3万4.3万股$00股+4.3万股新买入
Greykasell Wealth Strategies, Inc.
0.3%0.33%#28$82.2万4.1万股$81.5万4.0万股+716股+1.79%加仓
Bay Rivers Group
0.27%0.3%#30$78.7万3.9万股$73.1万3.6万股+3,089股+8.60%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#86$76.9万3.8万股$166.9万8.2万股-4.4万股-53.52%减仓
WealthCare Asset Management, LLC
0.31%0.39%#27$73.7万3.7万股$36.6万1.8万股+1.9万股+103.01%加仓

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