13FBOX
LISTED FDS TR · 13F 机构持仓分析
期权收益计算器 机构排行
L

LISTED FDS TR

HEGD
持有机构数
84
机构合计市值 (Q2 2026)
$5.14亿
机构合计股数 (Q2 2026)
1,931.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+232.0万股
48 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-498.8万股
25 · 7 清仓 · ≈
⚖️ 净额
-266.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.14亿
持有机构数
84
新买入
11
加仓
37
减仓
18
清仓
7
持股不变
18
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
Taylor Securities Services, Inc.
25.59%24.87%#1$6,293.5万236.1万股$5,327.6万215.7万股+20.4万股+9.45%加仓
Blueprint Investment Partners LLC
3.69%3.92%#6$4,422.1万165.9万股$3,845.3万155.7万股+10.2万股+6.54%加仓
Swan Global 投资Swan Global Investments, LLC
1.01%1.31%#12$4,184.1万156.9万股$3,932.7万159.2万股-2.3万股-1.43%减仓
LPL金融LPL Financial LLC
0.01%0.01%#52$4,049.3万151.9万股$3,489.1万141.3万股+10.6万股+7.52%加仓
NewEdge顾问NewEdge Advisors, LLC
0.11%0.13%#29$3,727.1万139.8万股$3,478.1万140.8万股-1.0万股-0.72%减仓
Blueprint Financial Advisors LLC
2.54%2.8%#9$2,284.8万85.7万股$1,889.3万76.5万股+9.2万股+12.04%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#56$2,253.5万84.5万股$2,116.0万85.7万股-1.1万股-1.33%减仓
Legacy CG, LLC
5.13%4.71%#5$2,002.9万75.1万股$1,696.2万68.7万股+6.5万股+9.40%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.08%0.08%#32$1,735.0万65.1万股$1,465.1万59.3万股+5.8万股+9.72%加仓
LAUREL OAK WEALTH MANAGEMENT, LLC
2.45%2.03%#10$1,681.5万63.1万股$1,206.5万48.8万股+14.2万股+29.12%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.08%0.09%#33$1,663.2万62.4万股$1,793.6万72.6万股-10.2万股-14.09%减仓
Financial Designs Corp
8.68%7.51%#2$1,619.9万60.8万股$1,349.5万54.6万股+6.1万股+11.22%加仓
Avior Wealth Management, LLC
0.42%0.4%#20$1,423.0万57.6万股$1,423.0万57.6万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#58$1,301.4万48.8万股$1,129.2万45.7万股+3.1万股+6.78%加仓
MY Wealth Management Inc.
8.04%#3$1,145.4万43.0万股$00股+43.0万股新买入
Ausdal Financial Partners, Inc.
0.39%0.41%#21$1,004.2万37.7万股$912.9万37.0万股+7,099股+1.92%加仓
Atria投资Atria Investments, Inc
0.09%0.09%#31$882.6万33.1万股$792.7万32.1万股+1.0万股+3.16%加仓
Spartan Planning & Wealth Management
5.48%5.39%#4$822.9万30.9万股$728.6万29.5万股+1.4万股+4.64%加仓
RETIREMENT GUYS FORMULA LLC
2.96%3.28%#8$785.4万29.5万股$714.2万28.9万股+5,447股+1.88%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#43$776.0万29.1万股$693.5万28.1万股+1.0万股+3.67%加仓
Inspire Advisors, LLC
0.52%0.47%#16$752.7万28.2万股$573.0万23.2万股+5.0万股+21.71%加仓
Ethos Financial Group, LLC
0.47%#17$702.5万26.8万股$00股+26.8万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.1%0.14%#30$567.7万21.3万股$425.7万17.2万股+4.1万股+23.55%加仓
Marshall & Sterling Wealth Advisors Inc.
2.99%2.45%#7$505.6万19.0万股$374.8万15.2万股+3.8万股+24.98%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#59$405.9万15.2万股$333.1万13.5万股+1.7万股+12.90%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%#70$359.4万13.5万股$00股+13.5万股新买入
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.23%0.02%#24$336.6万12.6万股$22.5万9,109股+11.7万股+1,286.09%加仓
LaSalle St. Investment Advisors, LLC
0.35%0.37%#23$286.8万10.8万股$264.5万10.7万股+473股+0.44%加仓
WORLD EQUITY GROUP, INC.
0.61%0.22%#14$274.4万10.3万股$84.7万3.4万股+6.9万股+200.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$228.5万8.6万股$218.1万8.8万股-2,612股-2.96%减仓
Thompson David Blair
1.1%#11$220.3万8.3万股$00股+8.3万股新买入
SENTINEL PENSION ADVISORS, LLC
0.17%0.25%#25$204.2万7.7万股$169.7万6.9万股+7,981股+11.61%加仓
Barnes Wealth Management Group, Inc
0.72%0.67%#13$155.0万5.8万股$132.0万5.3万股+4,687股+8.77%加仓
Camarda Financial Advisors, LLC
0.44%0.67%#18$144.6万5.4万股$127.7万5.2万股+2,521股+4.88%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%<0.01%#55$117.8万4.4万股$51.9万2.1万股+2.3万股+110.48%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#57$113.6万4.3万股$97.4万3.9万股+3,167股+8.03%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#65$111.1万4.2万股$188.0万7.6万股-3.4万股-45.22%减仓
Kingsview Wealth Management, LLC
0.02%0.02%#42$110.5万4.5万股$110.5万4.5万股00.00%持仓不变
INTEGRITY ALLIANCE, LLC.
0.03%0.04%#38$108.2万4.1万股$100.1万4.1万股+56股+0.14%加仓
CHILTON 资本管理CHILTON CAPITAL MANAGEMENT LLC
0.03%0.03%#39$101.5万3.8万股$100.5万4.1万股-2,633股-6.47%减仓
Regal Investment Advisors LLC
0.05%0.04%#37$93.8万3.5万股$75.3万3.0万股+4,712股+15.46%加仓
RIVERCHASE WEALTH MANAGEMENT, LLC
0.43%0.42%#19$91.3万3.4万股$81.0万3.3万股+1,446股+4.41%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#46$84.8万3.2万股$00股+3.2万股新买入
Vise科技Vise Technologies, Inc.
0.01%<0.01%#53$78.0万2.9万股$24.8万9,853股+1.9万股+197.05%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#72$77.7万2.9万股$64.4万2.6万股+3,051股+11.70%加仓
Momentum Wealth Planning, LLC
0.58%0.64%#15$77.6万2.9万股$72.1万2.9万股-100股-0.34%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#71$75.5万2.8万股$34.4万1.4万股+1.4万股+103.49%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#47$70.4万2.6万股$65.6万2.7万股-148股-0.56%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#68$69.4万2.6万股$87.1万3.5万股-9,268股-26.27%减仓
CreativeOne Wealth, LLC
0.01%0.02%#45$62.3万2.3万股$71.1万2.9万股-5,384股-18.71%减仓

🧭 机构资金流板块热力图

净流出 净流入