13FBOX
EQUABLE SHARES HEDGED EQUITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
E

EQUABLE SHARES HEDGED EQUITY ETF

HEDG
持有机构数
39
机构合计市值 (Q2 2026)
$3.36亿
机构合计股数 (Q2 2026)
1,118.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+91.4万股
27 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-112.9万股
14 · 5 清仓 · ≈
⚖️ 净额
-21.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.36亿
持有机构数
39
新买入
8
加仓
19
减仓
9
清仓
5
持股不变
3
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
HighTower顾问HighTower Advisors, LLC
0.08%0.08%#14$8,057.3万268.6万股$7,753.3万267.5万股+1.0万股+0.39%加仓
瑞银集团UBS Group AG
0.01%0.01%#22$4,170.1万139.0万股$4,499.8万155.3万股-16.3万股-10.48%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.04%#15$2,854.1万95.1万股$2,286.8万78.9万股+16.2万股+20.56%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#28$2,599.3万86.6万股$2,505.7万86.5万股+1,817股+0.21%加仓
ENZI WEALTH
5.58%5.47%#1$1,763.3万58.5万股$1,575.6万54.4万股+4.2万股+7.66%加仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.32%0.31%#8$1,701.8万56.7万股$1,343.8万46.4万股+10.4万股+22.34%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.16%0.15%#9$1,692.3万56.4万股$1,331.3万45.9万股+10.5万股+22.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#27$1,643.7万54.8万股$1,444.6万49.8万股+4.9万股+9.92%加仓
Garden State Investment Advisory Services LLC
2.9%3.42%#2$1,604.4万53.5万股$1,554.5万53.6万股-1,402股-0.26%减仓
Platform Technology Partners
1.5%1.56%#3$917.9万30.6万股$810.3万28.0万股+2.6万股+9.42%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$783.3万26.1万股$701.6万24.2万股+1.9万股+7.85%加仓
Bramshill Investments, LLC
0.52%0.52%#6$684.0万22.8万股$607.2万21.0万股+1.8万股+8.81%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.09%#13$543.9万18.1万股$00股+18.1万股新买入
Darwin Wealth Management, LLC
1.49%1.56%#4$543.9万18.1万股$499.4万17.2万股+8,964股+5.20%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#25$512.1万17.1万股$487.6万16.8万股+2,428股+1.44%加仓
Gladstone Institutional Advisory LLC
0.13%0.15%#12$414.9万13.8万股$395.1万13.6万股+1,965股+1.44%加仓
KLINGENSTEIN FIELDS & CO LP
0.14%0.15%#11$387.9万12.9万股$379.9万13.1万股-1,807股-1.38%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#19$379.2万12.6万股$335.9万11.6万股+1.0万股+9.05%加仓
Vise科技Vise Technologies, Inc.
0.04%0.05%#16$358.2万11.9万股$275.2万9.4万股+2.6万股+27.24%加仓
CHAPIN DAVIS, INC.
0.49%0.61%#7$281.3万9.4万股$272.0万9.4万股-72股-0.08%减仓
Murphy, Middleton, Hinkle & Parker, Inc.
1.13%1.25%#5$278.8万9.3万股$269.4万9.3万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%#18$222.3万7.4万股$00股+7.4万股新买入
Magnus Financial Group LLC
0.15%0.17%#10$211.0万7.0万股$204.2万7.0万股-104股-0.15%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$181.3万6.0万股$174.5万6.0万股+192股+0.32%加仓
奥本海默公司OPPENHEIMER & CO INC
0.02%0.02%#17$171.7万5.7万股$173.8万6.0万股-2,722股-4.54%减仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#29$141.0万4.7万股$136.0万4.7万股+59股+0.13%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#30$138.6万4.6万股$133.8万4.6万股+20股+0.04%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%#21$97.0万3.2万股$00股+3.2万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%#20$56.4万1.9万股$00股+1.9万股新买入
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#35$48.3万1.6万股$46.7万1.6万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#37$34.4万1.1万股$44.4万1.5万股-3,847股-25.11%减仓
哥谭资产管理Gotham Asset Management, LLC
<0.01%#34$33.7万1.1万股$00股+1.1万股新买入
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.01%0.01%#23$21.5万7,166股$20.9万7,205股-39股-0.54%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#36$19.2万6,400股$15.5万5,355股+1,045股+19.51%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#38$11.0万3,655股$00股+3,655股新买入
Plante Moran Financial Advisors, LLC
<0.01%#26$9.1万3,018股$00股+3,018股新买入
TSFG, LLC
<0.01%#24$3.8万1,281股$00股+1,281股新买入
CALDWELL SUTTER CAPITAL, INC.
<0.01%<0.01%#32$6,000200股$5,796200股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#39$1,11037股$1,36247股-10股-21.28%减仓

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