13FBOX
VALUED ADVISERS TR · 13F 机构持仓分析
期权收益计算器 机构排行
V

VALUED ADVISERS TR

MBSF
持有机构数
70
机构合计市值 (Q2 2026)
$1.56亿
机构合计股数 (Q2 2026)
607.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+121.8万股
49 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.0万股
24 · 7 清仓 · ≈
⚖️ 净额
+89.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.56亿
持有机构数
70
新买入
19
加仓
30
减仓
17
清仓
7
持股不变
4
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
Castleview Partners, LLC
11.16%12.91%#1$2,539.3万98.9万股$2,518.6万98.7万股+1,683股+0.17%加仓
新泽西州共同养老基金State of New Jersey Common Pension Fund D
0.05%0.02%#29$1,540.5万60.0万股$510.2万20.0万股+40.0万股+200.00%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.55%0.54%#12$1,161.8万45.3万股$891.8万35.0万股+10.3万股+29.44%加仓
United Asset Strategies, Inc.
0.77%0.36%#10$1,089.9万42.4万股$456.9万17.9万股+24.5万股+137.03%加仓
Auour Investments LLC
2.51%2.46%#2$874.4万34.1万股$782.3万30.7万股+3.4万股+11.06%加仓
Biltmore Family Office, LLC
0.85%0.94%#8$646.6万25.2万股$673.8万26.4万股-1.2万股-4.66%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$619.4万24.1万股$635.6万24.9万股-7,918股-3.18%减仓
CWC Advisors, LLC.
2.41%2.48%#3$542.9万21.1万股$522.0万20.5万股+6,823股+3.33%加仓
Sterneck Capital Management, LLC
2.26%2.31%#4$527.6万20.5万股$514.9万20.2万股+3,647股+1.81%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.06%0.07%#27$453.2万17.7万股$427.3万16.7万股+9,014股+5.38%加仓
Balefire, LLC
0.71%1.47%#11$436.7万17.0万股$782.5万30.7万股-13.7万股-44.55%减仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.02%0.03%#39$399.6万15.6万股$429.7万16.8万股-1.3万股-7.60%减仓
Acorn Wealth Advisors, LLC
0.79%0.83%#9$322.5万12.6万股$286.0万11.2万股+1.3万股+12.04%加仓
Camarda Financial Advisors, LLC
0.96%1.61%#6$316.4万12.3万股$305.0万12.0万股+3,654股+3.06%加仓
Bison Wealth, LLC
0.28%0.29%#14$304.9万11.9万股$298.4万11.6万股+2,426股+2.08%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#46$261.6万10.2万股$236.9万9.3万股+9,007股+9.70%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#59$253.2万9.9万股$241.9万9.5万股+3,813股+4.02%加仓
WealthPlan Investment Management, LLC
0.13%0.18%#23$252.7万9.8万股$315.8万12.4万股-2.5万股-20.50%减仓
BlackDiamond Wealth Management, LLC
1.01%0.98%#5$250.9万9.8万股$203.7万8.0万股+1.8万股+22.45%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#42$212.1万8.3万股$201.1万7.9万股+3,781股+4.80%加仓
WESPAC Advisors, LLC
0.95%1.03%#7$194.8万7.6万股$188.8万7.4万股+1,833股+2.48%加仓
TRUST CO OF TOLEDO NA /OH/
0.15%0.11%#22$184.9万7.2万股$117.6万4.6万股+2.6万股+56.22%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#54$154.3万6.0万股$146.7万5.8万股+2,578股+4.48%加仓
WealthPLAN Partners, LLC
0.26%0.42%#16$138.3万5.4万股$217.3万8.5万股-3.1万股-36.76%减仓
MAI资本管理MAI Capital Management
<0.01%<0.01%#50$127.9万5.0万股$45.0万1.8万股+3.2万股+182.21%加仓
HRT金融HRT FINANCIAL LP
<0.01%#53$113.8万4.4万股$00股+4.4万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#63$112.0万4.4万股$140.0万5.5万股-1.1万股-20.52%减仓
BEAM WEALTH ADVISORS, INC.
0.27%0.27%#15$107.2万4.2万股$107.2万4.2万股00.00%持仓不变
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.02%#33$103.5万4.0万股$38.3万1.5万股+2.5万股+168.68%加仓
Dynamic Advisor Solutions LLC
0.03%0.03%#37$93.5万3.6万股$86.9万3.4万股+2,323股+6.82%加仓
Q3 Asset Management
0.17%0.32%#21$93.2万3.6万股$49.4万1.9万股+1.7万股+87.34%加仓
Trivium Point Advisory, LLC
0.08%#24$84.1万3.3万股$00股+3.3万股新买入
HBW ADVISORY SERVICES LLC
0.06%0.1%#26$69.8万2.7万股$95.7万3.8万股-1.0万股-27.46%减仓
Commerce Advisors, LLC
0.37%0.51%#13$68.1万2.7万股$60.2万2.4万股+2,925股+12.39%加仓
Advisor OS, LLC
0.04%#35$59.6万2.3万股$00股+2.3万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#65$58.6万2.3万股$00股+2.3万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#51$54.2万2.1万股$67.7万2.7万股-5,409股-20.38%减仓
Diesslin Group, Inc.
0.2%0.23%#19$51.6万2.0万股$51.2万2.0万股+12股+0.06%加仓
R2 Capital Strategies, LLC
0.23%#18$51.1万2.0万股$00股+2.0万股新买入
Provenance Wealth Advisors, LLC
0.05%#30$50.0万1.9万股$00股+1.9万股新买入
TCP Asset Management, LLC
0.04%0.05%#31$39.2万1.5万股$41.5万1.6万股-974股-5.99%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#56$38.1万1.5万股$38.8万1.5万股-374股-2.46%减仓
OneAscent Financial Services LLC
0.02%0.02%#40$38.0万1.5万股$36.9万1.4万股+325股+2.25%加仓
LANE BROTHERS & CO INC
0.25%0.37%#17$37.8万1.5万股$50.2万2.0万股-4,943股-25.13%减仓
Global View Capital Management LLC
0.08%0.1%#25$36.9万1.4万股$37.3万1.5万股-284股-1.94%减仓
Concord Wealth Partners
0.04%#36$34.5万1.3万股$00股+1.3万股新买入
Concord Asset Management, LLC/VA
0.05%#28$34.5万1.3万股$00股+1.3万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#47$34.4万1.3万股$00股+1.3万股新买入
SILVER OAK SECURITIES, INCORPORATED
0.02%0.02%#38$32.9万1.3万股$33.4万1.3万股-257股-1.97%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#61$29.8万1.2万股$24.3万9,525股+2,083股+21.87%加仓

🧭 机构资金流板块热力图

净流出 净流入