13FBOX
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. EQUITY BUFFER ETF - JUNE

BJUN
持有机构数
88
机构合计市值 (Q2 2026)
$2.29亿
机构合计股数 (Q2 2026)
469.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+279.4万股
49 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.1万股
18 · 5 清仓 · ≈
⚖️ 净额
+274.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.29亿
持有机构数
88
新买入
13
加仓
36
减仓
13
清仓
5
持股不变
26
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
Lido顾问Lido Advisors, LLC
0.18%<0.01%#20$6,627.4万136.1万股$117.3万2.5万股+133.6万股+5,269.41%加仓
Brookstone资本管理Brookstone Capital Management
0.48%0.01%#5$4,799.3万98.6万股$79.5万1.7万股+96.9万股+5,635.22%加仓
Penserra Capital Management LLC
0.19%0.24%#17$2,524.1万51.9万股$2,024.4万43.8万股+8.1万股+18.47%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#52$727.6万14.9万股$675.1万14.6万股+3,500股+2.40%加仓
Strategic Blueprint, LLC
0.35%0.28%#9$695.5万14.3万股$475.6万10.3万股+4.0万股+38.96%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#53$583.3万12.0万股$480.5万10.4万股+1.6万股+15.34%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#60$421.6万8.7万股$339.5万7.3万股+1.3万股+17.99%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.51%0.57%#3$411.9万8.5万股$394.1万8.5万股-589股-0.69%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#59$397.7万8.2万股$280.8万6.1万股+2.1万股+34.56%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#61$385.9万7.9万股$177.6万3.8万股+4.1万股+106.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#76$307.1万6.3万股$225.9万4.9万股+1.4万股+29.16%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%<0.01%#51$195.7万4.0万股$90.4万2.0万股+2.1万股+105.66%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#82$190.7万3.9万股$146.8万3.2万股+7,443股+23.45%加仓
SouthState Bank Corp
0.08%#25$187.5万3.9万股$00股+3.9万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#78$180.0万3.7万股$94.8万2.0万股+1.6万股+80.34%加仓
INTEGRAL INVESTMENT ADVISORS, INC.
0.36%0.39%#8$164.1万3.4万股$155.9万3.4万股00.00%持仓不变
信安证券PRINCIPAL SECURITIES, INC.
0.02%0.02%#42$162.2万3.3万股$113.4万2.5万股+8,792股+35.85%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#63$148.8万3.1万股$58.7万1.3万股+1.8万股+140.82%加仓
Maltin Wealth Management, Inc.
0.5%0.54%#4$148.1万3.0万股$140.7万3.0万股00.00%持仓不变
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.2%0.22%#15$143.4万2.9万股$136.2万2.9万股00.00%持仓不变
Outlook Wealth Advisors, LLC
0.3%0.3%#11$137.5万2.8万股$125.1万2.7万股+1,209股+4.47%加仓
Fragasso Financial Advisors Inc
0.07%0.08%#27$129.3万2.7万股$125.7万2.7万股-363股-1.35%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%#43$122.2万2.5万股$00股+2.5万股新买入
HB财富管理HB Wealth Management, LLC
0.01%#55$119.8万2.5万股$00股+2.5万股新买入
GWN SECURITIES INC.
0.19%0.17%#18$114.3万2.3万股$86.6万1.9万股+4,742股+25.31%加仓
BCS Wealth Management
0.19%0.21%#16$108.0万2.2万股$103.4万2.2万股-170股-0.76%减仓
DHJJ Financial Advisors, Ltd.
0.3%0.36%#10$104.4万2.1万股$109.6万2.4万股-2,247股-9.49%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.02%#37$104.2万2.1万股$58.7万1.3万股+8,703股+68.57%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#70$101.9万2.1万股$96.8万2.1万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#64$93.7万1.9万股$85.5万1.8万股+759股+4.11%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#80$93.6万1.9万股$64.7万1.4万股+5,231股+37.39%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.04%0.08%#34$92.9万1.9万股$149.2万3.2万股-1.3万股-40.80%减仓
My Personal CFO, LLC
0.36%0.4%#7$92.9万1.9万股$90.6万2.0万股-500股-2.55%减仓
Beacon Financial Advisory LLC
0.18%0.2%#19$92.6万1.9万股$88.0万1.9万股00.00%持仓不变
TopTier Wealth Management, LLC
0.54%0.47%#2$89.7万1.8万股$75.8万1.6万股+2,040股+12.45%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#69$88.9万1.8万股$74.2万1.6万股+2,203股+13.73%加仓
Spire 财富管理Spire Wealth Management
0.03%0.03%#38$86.0万1.8万股$78.7万1.7万股+648股+3.81%加仓
Stratos Wealth Advisors, LLC
0.04%0.05%#33$81.4万1.7万股$77.3万1.7万股00.00%持仓不变
Advisory Advocates, LLC
0.67%#1$78.0万1.6万股$00股+1.6万股新买入
Chris Bulman Inc
0.28%0.09%#12$75.5万1.6万股$20.1万4,347股+1.1万股+256.91%加仓
CORRADO ADVISORS, LLC
0.38%0.39%#6$74.5万1.6万股$74.5万1.6万股00.00%持仓不变
Rothschild Wealth LLC
0.06%0.06%#29$72.1万1.5万股$68.5万1.5万股00.00%持仓不变
Sigma Planning Corp
0.02%0.02%#44$70.9万1.5万股$69.9万1.5万股-550股-3.64%减仓
WPWealth LLP
0.1%0.1%#23$68.8万1.4万股$65.4万1.4万股00.00%持仓不变
Focus Financial Network, Inc.
0.02%0.02%#41$65.8万1.4万股$62.6万1.4万股00.00%持仓不变
RETIREMENT INCOME SOLUTIONS, INC
0.12%0.11%#21$65.2万1.4万股$65.2万1.4万股00.00%持仓不变
COFG Advisors, LLC
0.11%0.14%#22$64.7万1.3万股$55.1万1.2万股+1,373股+11.53%加仓
SILVER OAK SECURITIES, INCORPORATED
0.03%0.04%#35$57.0万1.2万股$53.0万1.1万股+262股+2.29%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#75$56.3万1.2万股$51.1万1.1万股+522股+4.73%加仓
CreativeOne Wealth, LLC
0.01%0.01%#49$54.9万1.1万股$33.4万7,214股+4,065股+56.35%加仓

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