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UBS LONDON BRANCH · 13F 机构持仓分析
期权收益计算器 机构排行
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UBS LONDON BRANCH

UBS AG LONDON BRANCHMLPB
持有机构数
29
机构合计市值 (Q2 2026)
$1.87亿
机构合计股数 (Q2 2026)
647.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.1万股
7 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.4万股
15 · 3 清仓 · ≈
⚖️ 净额
-3.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.87亿
持有机构数
29
新买入
3
加仓
4
减仓
12
清仓
3
持股不变
10
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
CIBC美国CIBC Bancorp USA Inc.
0.11%0.12%#5$8,867.0万307.6万股$8,983.0万309.4万股-1.8万股-0.60%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#8$6,487.2万225.2万股$6,545.3万225.5万股-2,315股-0.10%减仓
Marion Wealth Management
3.51%3.88%#1$1,723.4万59.8万股$1,748.7万60.2万股-4,037股-0.67%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#16$395.4万13.7万股$399.7万13.8万股-412股-0.30%减仓
MAI资本管理MAI Capital Management
0.01%0.02%#7$288.1万10.0万股$290.3万10.0万股+11股+0.01%加仓
MBL Wealth, LLC
0.12%0.13%#4$172.7万6.0万股$174.3万6.0万股-78股-0.13%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#24$97.7万3.4万股$122.0万4.2万股-8,103股-19.28%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#18$72.3万2.5万股$71.1万2.5万股00.00%持仓不变
格伦米德信托GLENMEDE TRUST CO NA
<0.01%#15$63.5万2.2万股$00股+2.2万股新买入
多元化信托Diversified Trust Co
0.01%0.01%#9$61.0万2.1万股$66.1万2.3万股-1,600股-7.03%减仓
Savvy Advisors, Inc.
0.01%0.02%#6$60.6万2.1万股$63.5万2.2万股-835股-3.82%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#26$53.2万1.8万股$53.9万1.9万股-101股-0.54%减仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#10$45.5万1.6万股$47.3万1.6万股-500股-3.07%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#21$33.0万1.1万股$41.9万1.4万股-3,000股-20.76%减仓
卡兰家族办公室Callan Family Office, LLC
0.01%0.01%#11$30.8万1.1万股$31.1万1.1万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#25$29.8万1.0万股$33.0万1.1万股-988股-8.70%减仓
美国商务银行COMMERCE BANK
<0.01%<0.01%#17$27.3万9,475股$27.5万9,475股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#22$27.0万9,390股$23.3万8,041股+1,349股+16.78%加仓
ETF Store, Inc.
0.21%0.25%#2$25.4万8,805股$25.6万8,805股00.00%持仓不变
Genesis Financial Group, LLC
0.16%0.15%#3$24.6万8,550股$23.4万8,050股+500股+6.21%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%<0.01%#19$21.0万7,300股$21.2万7,300股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#27$16.8万5,819股$5.7万2,300股+3,519股+153.00%加仓
FIRST HORIZON CORP
0.01%0.01%#12$13.8万4,800股$13.9万4,800股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#28$8.3万2,900股$00股+2,900股新买入
PRIVATE TRUST CO NA
<0.01%<0.01%#14$5.2万1,800股$5.2万1,800股00.00%持仓不变
AMERICAN NATIONAL BANK & TRUST
<0.01%<0.01%#13$5.2万1,780股$5.2万1,780股00.00%持仓不变
Institute for Wealth Management, LLC.
<0.01%#20$6,971242股$00股+242股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$6,337220股$6,387220股00.00%持仓不变
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#29$291股$291股00.00%持仓不变

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