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

SBAR
持有机构数
68
机构合计市值 (Q2 2026)
$3.01亿
机构合计股数 (Q2 2026)
1,176.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+644.2万股
54 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-145.8万股
23 · 10 清仓 · ≈
⚖️ 净额
+498.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.01亿
持有机构数
68
新买入
22
加仓
32
减仓
13
清仓
10
持股不变
1
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#56$6,976.0万272.5万股$2,331.3万95.0万股+177.5万股+186.84%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.02%#48$4,608.0万180.0万股$00股+180.0万股新买入
信安证券PRINCIPAL SECURITIES, INC.
0.36%0.33%#16$3,006.0万117.4万股$2,234.0万91.0万股+26.4万股+28.99%加仓
花旗集团CITIGROUP INC
0.01%#51$2,432.0万95.0万股$00股+95.0万股新买入
AE财富管理AE Wealth Management LLC
0.08%0.08%#37$1,629.4万63.6万股$1,450.3万59.1万股+4.5万股+7.69%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#57$1,528.9万59.7万股$1,107.2万45.1万股+14.6万股+32.38%加仓
CreativeOne Wealth, LLC
0.27%0.18%#19$1,260.0万49.2万股$793.0万32.3万股+16.9万股+52.31%加仓
PRIVATE CLIENT SERVICES, LLC
2.41%0.6%#1$921.1万36.0万股$202.1万8.2万股+27.7万股+336.96%加仓
Elevated Capital Advisors, LLC
2.26%1.78%#2$821.3万32.1万股$706.6万28.8万股+3.3万股+11.42%加仓
Brookstone资本管理Brookstone Capital Management
0.08%0.06%#38$751.7万29.4万股$496.0万20.2万股+9.2万股+45.30%加仓
Key Capital Management, INC
2.23%2.53%#3$433.2万16.9万股$382.6万15.6万股+1.3万股+8.54%加仓
Strategic Blueprint, LLC
0.18%0.21%#25$353.8万13.8万股$358.9万14.6万股-8,059股-5.51%减仓
RiverTree Advisors, LLC
2.01%1.97%#4$339.7万13.3万股$310.8万12.7万股+6,043股+4.77%加仓
HOWARD BAILEY SECURITIES, LLC
1.13%1.18%#6$302.5万11.8万股$286.9万11.7万股+1,270股+1.09%加仓
Janney Montgomery Scott LLC
0.01%#54$261.9万10.2万股$00股+10.2万股新买入
Brookwood Investment Group LLC
0.29%0.34%#18$259.3万10.1万股$272.6万11.1万股-9,797股-8.82%减仓
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#55$252.5万9.9万股$22.1万9,026股+9.0万股+992.94%加仓
B.O.S.S. Retirement Advisors, LLC
0.68%0.68%#11$250.9万9.8万股$223.2万9.1万股+7,052股+7.75%加仓
Advisor OS, LLC
0.16%#27$237.0万9.3万股$00股+9.3万股新买入
Park Edge Advisors, LLC
0.5%0.46%#14$236.4万9.2万股$200.0万8.1万股+1.1万股+13.34%加仓
FSA Advisors, Inc.
1.08%1.3%#7$235.0万9.2万股$197.6万8.1万股+1.1万股+14.00%加仓
Mosley Wealth Management
0.68%0.16%#10$214.9万8.4万股$35.5万1.4万股+7.0万股+520.75%加仓
Networth Advisors, LLC
1.16%1.21%#5$199.0万7.8万股$171.1万7.0万股+8,000股+11.47%加仓
Millington Financial Advisors, LLC
0.68%0.4%#12$174.9万6.9万股$94.8万3.7万股+3.1万股+84.55%加仓
Professional Financial Advisors, LLC
0.29%0.29%#17$170.0万6.6万股$141.3万5.8万股+8,821股+15.32%加仓
Authentikos Wealth Advisory, LLC
1.04%0.98%#8$162.4万6.3万股$145.9万5.9万股+3,994股+6.72%加仓
Altiora Financial Group, LLC
0.24%0.26%#21$149.2万5.8万股$155.3万6.3万股-4,998股-7.90%减仓
3EDGE Asset Management, LP
0.06%#40$141.2万5.5万股$00股+5.5万股新买入
WealthCare Asset Management, LLC
0.57%0.69%#13$136.7万5.3万股$64.6万2.6万股+2.7万股+102.89%加仓
Blackston Financial Advisory Group, LLC
0.73%0.73%#9$129.6万5.1万股$115.8万4.7万股+3,436股+7.28%加仓
IAMS WEALTH MANAGEMENT, LLC
0.39%0.38%#15$129.0万5.0万股$109.5万4.5万股+5,748股+12.88%加仓
Beacon Capital Management, LLC
0.19%0.28%#24$127.3万5.0万股$159.3万6.5万股-1.5万股-23.37%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#60$126.8万5.0万股$00股+5.0万股新买入
SteelPeak Wealth, LLC
0.03%#45$97.2万3.8万股$00股+3.8万股新买入
Global Wealth Management Investment Advisory, Inc.
0.13%#30$89.0万3.5万股$00股+3.5万股新买入
Mather集团MATHER GROUP, LLC.
0.01%#53$83.7万3.3万股$00股+3.3万股新买入
Crusonia Wealth Advisors LLC
0.13%0.05%#29$79.2万3.1万股$24.8万1.0万股+2.1万股+206.62%加仓
Owen LaRue, LLC
0.25%0.31%#20$71.8万2.8万股$82.0万3.3万股-5,364股-16.06%减仓
LANARK FINANCIAL, INC.
0.05%0.02%#43$66.9万2.6万股$21.8万8,883股+1.7万股+194.37%加仓
Lifeworks Advisors, LLC
0.07%#39$64.3万2.5万股$00股+2.5万股新买入
Signal Advisors Wealth, LLC
0.03%#44$52.8万2.1万股$00股+2.1万股新买入
Lloyd Advisory Services, LLC.
0.19%#23$48.7万1.9万股$00股+1.9万股新买入
Astoria Portfolio Advisors LLC.
0.08%#36$48.2万1.9万股$00股+1.9万股新买入
CAP Partners, LLC
0.22%0.16%#22$44.4万1.7万股$28.5万1.2万股+5,720股+49.20%加仓
Triad Wealth Partners, LLC
0.02%0.03%#46$41.7万1.6万股$43.8万1.8万股-1,453股-8.14%减仓
Kingsview Wealth Management, LLC
0.01%0.01%#52$41.6万1.7万股$41.6万1.7万股00.00%持仓不变
Mid-American Wealth Advisory Group, Inc.
0.13%4.32%#28$37.2万1.5万股$1,022.0万39.1万股-37.6万股-96.28%减仓
Encompass More Asset Management
0.05%#42$36.6万1.4万股$00股+1.4万股新买入
ISLAY CAPITAL MANAGEMENT, LLC
0.17%0.17%#26$36.5万1.4万股$32.6万1.3万股+1,000股+7.53%加仓
Stratos Wealth Advisors, LLC
0.02%#50$31.9万1.2万股$00股+1.2万股新买入

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