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

LATTICE STRATEGIES TR

ROAM
持有机构数
41
机构合计市值 (Q2 2026)
$9,133.4万
机构合计股数 (Q2 2026)
255.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+49.1万股
26 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-38.7万股
16 · 4 清仓 · ≈
⚖️ 净额
+10.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,133.4万
持有机构数
41
新买入
13
加仓
13
减仓
12
清仓
4
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
LPL金融LPL Financial LLC
0.01%0.01%#19$2,347.9万65.6万股$2,086.7万67.3万股-1.7万股-2.47%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.23%0.2%#3$2,286.5万63.9万股$1,731.9万55.9万股+8.1万股+14.44%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#7$1,014.6万28.4万股$879.3万28.4万股+66股+0.02%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#29$512.0万14.3万股$43.0万1.4万股+12.9万股+932.45%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.07%0.01%#5$438.3万12.3万股$33.9万1.1万股+11.2万股+1,020.86%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#12$365.9万10.2万股$338.7万10.9万股-6,935股-6.35%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$318.3万8.9万股$82.3万2.7万股+6.2万股+235.26%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#22$263.6万7.4万股$206.2万6.7万股+7,178股+10.79%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.03%#14$237.0万6.6万股$729.0万23.5万股-16.9万股-71.82%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$211.4万5.9万股$244.5万7.9万股-2.0万股-25.03%减仓
Fermata Advisors, LLC
0.32%0.32%#1$158.4万4.4万股$141.3万4.6万股-1,295股-2.84%减仓
MarinerMariner, LLC
<0.01%<0.01%#25$116.8万3.3万股$84.1万2.7万股+5,514股+20.32%加仓
Empirical Asset Management, LLC
0.26%0.25%#2$116.6万3.3万股$96.4万3.1万股+1,523股+4.90%加仓
Compound Planning, Inc.
0.03%#9$103.7万2.9万股$00股+2.9万股新买入
Dynamic Advisor Solutions LLC
0.02%0.02%#11$69.6万1.9万股$60.7万2.0万股-137股-0.70%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#34$69.3万1.9万股$100.4万3.2万股-1.3万股-40.16%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#18$64.5万1.8万股$56.0万1.8万股-45股-0.25%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$56.7万1.6万股$32.8万1.1万股+5,292股+50.06%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#30$42.2万1.2万股$89.2万2.9万股-1.7万股-58.97%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%#28$40.3万1.1万股$00股+1.1万股新买入
Redwood Financial Network Corp
0.22%#4$38.9万1.1万股$00股+1.1万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$38.7万1.1万股$27.4万8,825股+1,989股+22.54%加仓
Blueprint Investment Partners LLC
0.03%0.03%#8$36.5万1.0万股$31.9万1.0万股-75股-0.73%减仓
Blueprint Financial Advisors LLC
0.04%0.05%#6$36.5万1.0万股$31.9万1.0万股-75股-0.73%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#36$25.8万7,222股$00股+7,222股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#21$23.9万6,682股$00股+6,682股新买入
Capital Investment Advisory Services, LLC
0.01%#17$15.7万4,378股$00股+4,378股新买入
Allworth金融Allworth Financial LP
<0.01%#27$14.6万4,074股$00股+4,074股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%#38$14.4万4,074股$00股+4,074股新买入
PRIVATE TRUST CO NA
0.01%0.01%#16$12.2万3,414股$8.8万2,826股+588股+20.81%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%#20$10.9万3,049股$00股+3,049股新买入
Advisors Preferred, LLC
0.01%#13$8.7万2,455股$00股+2,455股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$8.5万2,378股$168.7万5.4万股-5.2万股-95.63%减仓
富达投资FMR LLC
<0.01%#39$6.2万1,731股$00股+1,731股新买入
Torren Management, LLC
0.03%0.02%#10$5.0万1,402股$4.3万1,389股+13股+0.94%加仓
Wagner Wealth Management, LLC
<0.01%<0.01%#23$1.3万358股$1.1万358股00.00%持仓不变
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#35$9,300260股$8,062260股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#40$6,534185股$1,49249股+136股+277.55%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#37$3,25591股$00股+91股新买入
Harborfront Financial Group LLC
0.01%#15$2,74977股$00股+77股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#41$361股$391股00.00%持仓不变

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