13FBOX
ASTORIA US EQUAL WEIGHT QUALITY KIN · 13F 机构持仓分析
期权收益计算器 机构排行
A

ASTORIA US EQUAL WEIGHT QUALITY KIN

ROE
持有机构数
71
机构合计市值 (Q2 2026)
$2.03亿
机构合计股数 (Q2 2026)
484.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+51.5万股
36 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.9万股
32 · 5 清仓 · ≈
⚖️ 净额
+20.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.03亿
持有机构数
71
新买入
20
加仓
16
减仓
27
清仓
5
持股不变
8
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
Hobbs Group Advisors, LLC
7.45%7.08%#1$2,832.4万66.4万股$2,366.6万66.8万股-3,567股-0.53%减仓
POTOMAC FUND MANAGEMENT INC /ADV
0.71%0.84%#10$2,802.1万65.7万股$2,415.4万68.2万股-2.4万股-3.58%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$2,556.0万60.0万股$2,133.0万60.2万股-2,460股-0.41%减仓
Beacon Capital Management, Inc.
0.8%0.58%#7$1,314.4万30.8万股$1,030.5万29.1万股+1.7万股+6.00%加仓
Greenwich Wealth Management LLC
0.47%0.42%#13$1,279.3万30.0万股$1,027.8万29.0万股+1.0万股+3.45%加仓
Janney Montgomery Scott LLC
0.02%0.03%#37$1,256.1万29.5万股$1,041.9万29.4万股+590股+0.20%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$1,149.3万27.0万股$1,039.6万29.3万股-2.4万股-8.11%减仓
Vermillion & White Wealth Management Group, LLC
4.85%5.94%#2$622.4万21.3万股$1,031.4万29.1万股-7.8万股-26.95%减仓
SYKON CAPITAL LLC
1.8%#5$583.5万13.7万股$00股+13.7万股新买入
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.02%0.02%#36$533.3万12.5万股$325.4万9.2万股+3.3万股+36.21%加仓
Oregon Pacific Wealth Management, LLC
4.6%4.33%#3$490.2万11.5万股$415.4万11.7万股-2,256股-1.92%减仓
Atria投资Atria Investments, Inc
0.04%0.04%#29$436.8万10.2万股$371.5万10.5万股-2,391股-2.28%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.12%0.16%#22$354.6万8.3万股$433.8万12.2万股-3.9万股-32.06%减仓
Bellars Harris Wealth Management, LLC
0.7%#11$344.3万8.1万股$00股+8.1万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#52$328.8万7.7万股$221.6万6.3万股+1.5万股+23.30%加仓
PUFF WEALTH MANAGEMENT, LLC
2.86%#4$280.2万6.6万股$00股+6.6万股新买入
Legacy Capital Group California, Inc.
0.83%1%#6$274.2万6.4万股$261.7万7.4万股-9,552股-12.93%减仓
世界投资顾问World Investment Advisors
0.03%0.03%#33$212.4万6.0万股$212.4万6.0万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#60$188.2万4.4万股$130.9万3.7万股+7,182股+19.43%加仓
BLUEDOOR PRIVATE WEALTH, LLC
0.75%0.68%#9$177.5万4.2万股$146.4万4.1万股+310股+0.75%加仓
Latitude Advisors, LLC
0.63%0.61%#12$159.0万3.7万股$133.2万3.8万股-294股-0.78%减仓
Compound Planning, Inc.
0.04%0.04%#30$158.8万3.7万股$131.8万3.7万股+46股+0.12%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#47$150.7万3.5万股$130.3万3.7万股-1,410股-3.83%减仓
Geo 财富管理GeoWealth Management, LLC
0.04%0.04%#32$126.7万3.0万股$117.6万3.3万股-3,466股-10.44%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#45$119.6万2.8万股$115.1万3.2万股-4,450股-13.69%减仓
BlackDiamond Wealth Management, LLC
0.47%0.8%#14$116.4万2.7万股$167.4万4.7万股-2.1万股-43.84%减仓
SILVERLAKE WEALTH MANAGEMENT LLC
0.2%0.23%#19$104.9万2.5万股$110.9万3.1万股-6,701股-21.40%减仓
NEW WAVE WEALTH ADVISORS LLC
0.24%#17$89.7万2.1万股$00股+2.1万股新买入
Sound Income Strategies, LLC
0.04%0.01%#31$89.2万2.1万股$13.7万3,837股+1.7万股+445.58%加仓
&Partners&PARTNERS
<0.01%<0.01%#50$86.6万2.0万股$72.6万2.0万股-168股-0.82%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.02%#38$80.4万1.9万股$00股+1.9万股新买入
LANARK FINANCIAL, INC.
0.05%0.04%#27$74.6万1.7万股$54.6万1.5万股+2,096股+13.61%加仓
Medallion Wealth Advisors, LLC
0.2%0.2%#18$66.4万1.6万股$60.1万1.7万股-1,398股-8.24%减仓
CreativeOne Wealth, LLC
0.01%0.02%#39$65.6万1.5万股$65.1万1.8万股-2,963股-16.14%减仓
Clark Asset Management, LLC
0.05%0.05%#26$64.9万1.5万股$53.9万1.5万股00.00%持仓不变
Town Capital LLC
0.39%0.46%#15$60.9万1.4万股$56.3万1.6万股-1,682股-10.53%减仓
Ashton Thomas Private Wealth, LLC
0.01%<0.01%#40$59.4万1.4万股$12.1万3,413股+1.1万股+307.94%加仓
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#53$59.2万1.4万股$49.2万1.4万股00.00%持仓不变
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#46$50.9万1.2万股$00股+1.2万股新买入
Onyx Bridge Wealth Group LLC
0.05%0.04%#28$50.7万1.2万股$41.6万1.2万股+155股+1.32%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#42$50.3万1.2万股$00股+1.2万股新买入
Stillwater Private Wealth, LLC
0.27%#16$41.0万9,620股$00股+9,620股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%#61$36.3万8,522股$00股+8,522股新买入
Empire Financial Management Company, LLC
0.14%0.07%#21$35.5万8,319股$29.5万8,319股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#57$33.5万7,856股$25.5万7,199股+657股+9.13%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%#55$30.9万7,243股$00股+7,243股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#65$25.5万5,974股$22.6万6,372股-398股-6.25%减仓
WealthTrak Capital Management LLC
0.17%#20$25.4万5,965股$00股+5,965股新买入
Lloyd Advisory Services, LLC.
0.1%<0.01%#23$25.2万5,915股$1.5万421股+5,494股+1,304.99%加仓
Ausdal Financial Partners, Inc.
0.01%0.01%#43$25.1万5,881股$22.3万6,283股-402股-6.40%减仓

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