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

BUCK
持有机构数
100
机构合计市值 (Q2 2026)
$2.50亿
机构合计股数 (Q2 2026)
1,066.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+188.2万股
72 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-88.7万股
36 · 11 清仓 · ≈
⚖️ 净额
+99.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.50亿
持有机构数
100
新买入
24
加仓
48
减仓
25
清仓
11
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
简化资产管理Simplify Asset Management Inc.
0.55%0.61%#16$3,981.4万170.0万股$3,995.9万170.0万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
0.11%0.13%#42$2,402.4万102.6万股$2,362.8万100.5万股+2.1万股+2.04%加仓
LPL金融LPL Financial LLC
<0.01%0.01%#73$2,167.5万92.6万股$1,940.4万82.6万股+10.0万股+12.11%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.17%0.14%#34$1,424.9万60.8万股$967.3万41.2万股+19.7万股+47.84%加仓
Elevated Capital Advisors, LLC
3.2%2.61%#2$1,165.3万49.8万股$1,037.5万44.1万股+5.6万股+12.72%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.01%#65$1,046.0万44.7万股$328.9万14.0万股+30.7万股+219.22%加仓
WEDBUSH SECURITIES INC
0.23%0.2%#28$890.2万38.0万股$699.8万29.8万股+8.2万股+27.67%加仓
RiverTree Advisors, LLC
4.66%4.63%#1$788.6万33.7万股$731.6万31.1万股+2.5万股+8.18%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#83$747.8万31.9万股$1,350.9万57.5万股-25.5万股-44.44%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.05%0.04%#52$602.8万25.7万股$504.9万21.5万股+4.3万股+19.83%加仓
Key Capital Management, INC
2.93%3.52%#3$569.7万24.3万股$533.0万22.7万股+1.6万股+7.26%加仓
Owen LaRue, LLC
1.86%2.31%#5$534.9万22.8万股$601.9万25.6万股-2.8万股-10.81%减仓
LANE BROTHERS & CO INC
2.68%1.15%#4$410.3万17.5万股$157.8万6.7万股+10.8万股+160.86%加仓
HOWARD BAILEY SECURITIES, LLC
1.53%1.67%#6$409.0万17.5万股$407.1万17.3万股+1,435股+0.83%加仓
B.O.S.S. Retirement Advisors, LLC
0.92%0.97%#12$340.8万14.6万股$318.1万13.5万股+1.0万股+7.52%加仓
Park Edge Advisors, LLC
0.7%0.76%#14$333.5万14.2万股$329.2万14.0万股+2,360股+1.69%加仓
Fiduciary Alliance LLC
0.21%0.17%#30$317.4万13.6万股$278.4万11.8万股+1.8万股+14.83%加仓
FSA Advisors, Inc.
1.45%1.86%#7$317.1万13.5万股$282.1万12.0万股+1.5万股+12.82%加仓
Impact Partnership Wealth, LLC
0.3%0.29%#25$305.5万13.0万股$236.0万10.0万股+3.0万股+29.93%加仓
SteelPeak Wealth, LLC
0.08%0.04%#48$290.2万12.4万股$125.2万5.3万股+7.1万股+132.53%加仓
Encompass More Asset Management
0.42%0.46%#19$287.3万12.3万股$276.0万11.7万股+5,252股+4.47%加仓
CreativeOne Wealth, LLC
0.05%0.03%#53$213.1万9.1万股$147.7万6.3万股+2.8万股+44.79%加仓
Reyes Financial Architecture, Inc.
1.15%1.69%#9$205.5万8.8万股$206.8万8.8万股-230股-0.26%减仓
Authentikos Wealth Advisory, LLC
1.26%1.41%#8$197.6万8.4万股$208.2万8.9万股-4,195股-4.74%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#80$196.9万8.4万股$164.1万7.0万股+1.4万股+20.40%加仓
SMART Wealth LLC
0.41%0.59%#20$188.8万8.1万股$203.1万8.6万股-5,815股-6.73%减仓
GK Wealth Management LLC
0.98%#10$186.7万8.0万股$00股+8.0万股新买入
Beacon Capital Management, LLC
0.25%0.42%#26$172.5万7.4万股$236.3万10.1万股-2.7万股-26.71%减仓
Blackston Financial Advisory Group, LLC
0.97%1.01%#11$171.8万7.3万股$161.0万6.8万股+4,851股+7.08%加仓
Alpine Bank Wealth Management
0.2%0.2%#31$157.7万6.7万股$137.0万5.8万股+9,046股+15.52%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.04%0.05%#55$157.2万6.7万股$170.7万7.3万股-5,509股-7.59%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#70$156.0万6.7万股$81.1万3.5万股+3.2万股+93.11%加仓
Integrated Advisors Network LLC
0.07%0.05%#50$149.9万6.4万股$100.7万4.3万股+2.1万股+49.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#82$143.9万6.1万股$54.7万2.3万股+3.8万股+163.77%加仓
Janney Montgomery Scott LLC
<0.01%#78$143.4万6.1万股$00股+6.1万股新买入
BEESE FULMER INVESTMENT MANAGEMENT, INC.
0.08%#47$136.0万5.8万股$00股+5.8万股新买入
Patten Group, Inc.
0.2%0.07%#32$127.1万5.4万股$40.0万1.7万股+3.7万股+219.06%加仓
Cambridge Advisors Inc.
0.22%0.23%#29$126.1万5.4万股$120.2万5.1万股+2,734股+5.35%加仓
Networth Advisors, LLC
0.72%0.84%#13$123.2万5.3万股$118.7万5.0万股+2,093股+4.15%加仓
Independent Advisor Alliance
0.03%0.01%#57$118.3万5.1万股$133.8万5.7万股-6,400股-11.24%减仓
Mosley Wealth Management
0.35%0.18%#21$110.9万4.7万股$39.2万1.6万股+3.1万股+188.26%加仓
Redhawk Wealth Advisors, Inc.
0.1%0.11%#44$102.5万4.4万股$97.0万4.1万股+2,513股+6.09%加仓
Moors & Cabot, Inc.
0.04%0.04%#54$101.7万4.3万股$87.4万3.7万股+6,210股+16.69%加仓
Brookwood Investment Group LLC
0.11%0.15%#41$101.6万4.3万股$117.5万5.0万股-6,621股-13.24%减仓
Soltis Investment Advisors LLC
0.05%0.05%#51$96.8万4.1万股$84.9万3.6万股+5,216股+14.44%加仓
Arax顾问Arax Advisory Partners
0.01%0.02%#72$91.4万3.9万股$75.7万3.2万股+6,806股+21.13%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#77$89.5万3.8万股$97.7万4.2万股-3,347股-8.05%减仓
COMPASS CAPITAL CORP /MA/ /ADV
0.3%0.45%#24$89.0万3.8万股$124.7万5.3万股-1.5万股-28.30%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#68$84.9万3.6万股$91.3万3.9万股-2,600股-6.69%减仓
Dynamic Advisor Solutions LLC
0.02%0.03%#58$84.8万3.6万股$88.3万3.8万股-1,366股-3.64%减仓

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