13FBOX
NEOS ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEOS ETF TRUST

IAUI
持有机构数
64
机构合计市值 (Q2 2026)
$5,999.2万
机构合计股数 (Q2 2026)
123.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+55.1万股
53 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.0万股
10 · 4 清仓 · ≈
⚖️ 净额
+45.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,999.2万
持有机构数
64
新买入
28
加仓
25
减仓
6
清仓
4
持股不变
5
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
Private Advisor集团Private Advisor Group, LLC
0.05%0.06%#10$1,176.5万24.3万股$1,350.7万23.8万股+5,320股+2.24%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#36$1,161.8万24.0万股$328.6万5.8万股+18.2万股+315.03%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#44$558.8万11.5万股$342.1万6.0万股+5.5万股+91.73%加仓
Belvedere交易Belvedere Trading LLC
<0.01%<0.01%#33$293.7万6.1万股$40.2万7,062股+5.4万股+758.41%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%<0.01%#17$206.4万4.3万股$26.4万4,648股+3.8万股+816.33%加仓
MADDEN SECURITIES Corp
0.53%0.65%#2$191.1万3.9万股$217.3万3.8万股+1,233股+3.23%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.02%#20$184.6万3.8万股$240.8万4.2万股-3,520股-8.46%减仓
PFG Advisors
0.08%0.07%#7$162.6万3.4万股$141.1万2.5万股+8,750股+35.27%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#53$159.9万3.3万股$459.3万8.1万股-4.8万股-59.14%减仓
AE财富管理AE Wealth Management LLC
0.01%<0.01%#24$153.0万3.2万股$53.7万9,443股+2.2万股+234.44%加仓
RED CRANE WEALTH MANAGEMENT, LLC
0.93%1.12%#1$126.7万2.6万股$136.5万2.4万股+2,143股+8.93%加仓
New England Private Wealth Advisors LLC
0.12%0.11%#6$122.2万2.5万股$97.8万1.7万股+7,990股+46.44%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$104.3万2.2万股$56.1万9,866股+1.2万股+118.18%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%#22$98.0万2.0万股$00股+2.0万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#47$97.5万2.0万股$109.4万1.9万股+875股+4.55%加仓
Coastal Bridge Advisors, LLC
0.05%0.07%#11$85.0万1.8万股$97.0万1.7万股+479股+2.81%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.03%0.03%#12$84.6万1.7万股$56.9万1.0万股+7,440股+74.31%加仓
Compound Planning, Inc.
0.02%#16$80.0万1.7万股$00股+1.7万股新买入
SBI Securities Co., Ltd.
0.02%0.01%#19$76.2万1.6万股$35.8万6,299股+9,429股+149.69%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.01%0.02%#21$75.1万1.6万股$96.0万1.7万股-1,377股-8.16%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#32$70.8万1.5万股$00股+1.5万股新买入
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#38$46.1万9,516股$78.8万1.4万股-4,345股-31.35%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#43$42.2万8,714股$00股+8,714股新买入
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.01%#26$41.9万8,650股$00股+8,650股新买入
HERBST GROUP, LLC
0.22%#3$40.2万8,307股$00股+8,307股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#42$39.2万8,083股$25.5万4,477股+3,606股+80.55%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#52$38.6万7,972股$36.6万6,444股+1,528股+23.71%加仓
BCS Wealth Management
0.07%0.07%#9$38.3万7,913股$33.4万5,876股+2,037股+34.67%加仓
CAP Partners, LLC
0.18%0.2%#4$37.7万7,789股$35.3万6,212股+1,577股+25.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#49$33.5万6,914股$00股+6,914股新买入
BROWN WEALTH MANAGEMENT, LLC
0.07%#8$33.0万6,802股$00股+6,802股新买入
Strategic Wealth Partners, Ltd.
0.02%#18$30.1万6,218股$00股+6,218股新买入
HBW ADVISORY SERVICES LLC
0.03%0.04%#14$30.1万6,212股$39.3万6,912股-700股-10.13%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$28.2万5,830股$27.3万4,805股+1,025股+21.33%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#61$25.8万5,326股$00股+5,326股新买入
THRYVE WEALTH MANAGEMENT LLC
0.14%#5$25.8万5,321股$00股+5,321股新买入
Kingsview Wealth Management, LLC
<0.01%<0.01%#27$23.5万4,132股$23.5万4,132股00.00%持仓不变
ZEGA Investments, LLC
0.02%#15$20.7万4,274股$00股+4,274股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#50$20.6万4,258股$00股+4,258股新买入
WealthPlan Investment Management, LLC
0.01%#23$20.6万4,248股$00股+4,248股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
<0.01%#28$20.6万4,247股$00股+4,247股新买入
EFG国际EFG International AG
<0.01%0.01%#30$20.3万4,170股$23.7万4,170股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#62$11.4万2,349股$00股+2,349股新买入
AdvisorNet Financial, Inc
<0.01%#31$7.8万1,600股$00股+1,600股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#55$7.5万1,547股$00股+1,547股新买入
Innovative Asset Advisors Group, LLC
0.03%0.03%#13$6.8万1,400股$8.0万1,400股00.00%持仓不变
NFSG Corp
0.01%0.01%#25$5.7万1,182股$6.1万1,077股+105股+9.75%加仓
平行顾问Parallel Advisors, LLC
<0.01%#46$5.4万1,109股$00股+1,109股新买入
PRIVATE TRUST CO NA
<0.01%#29$4.8万996股$00股+996股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#58$4.0万835股$00股+835股新买入

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