13FBOX
ALPS BARRON'S 400 ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ALPS BARRON'S 400 ETF

BFOR
持有机构数
46
机构合计市值 (Q2 2026)
$9,359.2万
机构合计股数 (Q2 2026)
98.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+15.7万股
18 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.6万股
13 · 2 清仓 · ≈
⚖️ 净额
+9.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,359.2万
持有机构数
46
新买入
6
加仓
12
减仓
11
清仓
2
持股不变
17
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#21$4,648.9万48.6万股$3,929.9万48.4万股+2,106股+0.44%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#23$1,130.2万11.8万股$484.0万5.8万股+6.0万股+102.70%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#20$816.5万8.6万股$615.9万7.5万股+1.1万股+14.57%加仓
Veltria Advisors Corp.
6.37%3.43%#1$442.3万4.6万股$103.3万1.2万股+3.5万股+300.00%加仓
Trilogy Capital Inc.
0.16%0.13%#5$420.7万4.4万股$299.6万3.6万股+7,908股+21.91%加仓
Texas Yale Capital Corp.
0.05%0.01%#8$221.6万2.3万股$47.9万5,770股+1.7万股+300.00%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#32$152.2万1.6万股$73.7万8,876股+7,040股+79.32%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#31$127.4万1.3万股$117.2万1.4万股-798股-5.65%减仓
Alteri Wealth LLC
0.35%0.34%#4$125.5万1.3万股$106.0万1.3万股+356股+2.79%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#17$109.8万1.1万股$103.1万1.2万股-936股-7.53%减仓
RMR Capital Management, LLC
0.73%0.68%#2$106.2万1.1万股$93.8万1.1万股-195股-1.73%减仓
BANTAMAC CAPITAL, LLC
0.49%0.48%#3$95.6万1.0万股$89.4万1.1万股-767股-7.12%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$91.8万9,601股$84.3万1.0万股-557股-5.48%减仓
Waverly顾问Waverly Advisors, LLC
<0.01%0.01%#19$81.0万8,475股$70.3万8,475股00.00%持仓不变
Aspire Capital Advisors LLC
0.12%#6$63.6万6,647股$00股+6,647股新买入
富达投资FMR LLC
<0.01%<0.01%#43$57.5万6,014股$45.7万5,506股+508股+9.23%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#41$53.5万5,600股$42.3万5,100股+500股+9.80%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$50.2万5,252股$45.0万5,419股-167股-3.08%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#30$40.8万4,265股$35.4万4,265股00.00%持仓不变
IFP顾问IFP Advisors, Inc
0.01%0.01%#15$40.1万4,192股$34.7万4,180股+12股+0.29%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$39.3万4,108股$44.0万5,300股-1,192股-22.49%减仓
GTS SECURITIES LLC
0.01%0.05%#14$37.0万3,872股$140.2万1.7万股-1.3万股-77.08%减仓
CWA Asset Management 集团CWA Asset Management Group, LLC
0.01%0.01%#13$33.5万3,500股$29.1万3,500股00.00%持仓不变
Asset Dedication, LLC
0.02%0.02%#11$30.9万3,236股$26.9万3,236股00.00%持仓不变
Sensible Money, LLC
0.08%0.08%#7$30.9万3,236股$26.9万3,236股00.00%持仓不变
Huntleigh Advisors, Inc.
0.04%0.05%#9$30.6万3,197股$26.5万3,197股00.00%持仓不变
Orange Investment Advisors, Inc.
0.03%0.03%#10$28.7万3,000股$24.9万3,000股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#29$27.7万2,901股$22.4万2,698股+203股+7.52%加仓
RVW Wealth, LLC
0.02%0.02%#12$27.7万2,899股$24.1万2,899股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$27.2万2,843股$23.6万2,843股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$24.0万2,509股$259.4万3.1万股-2.9万股-91.97%减仓
IHT 财富管理IHT Wealth Management, LLC
<0.01%#18$23.2万2,431股$00股+2,431股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#42$22.3万2,335股$19.4万2,335股00.00%持仓不变
Spire 财富管理Spire Wealth Management
0.01%0.01%#16$21.0万2,200股$18.3万2,200股00.00%持仓不变
Belvedere交易Belvedere Trading LLC
<0.01%#33$20.1万2,100股$00股+2,100股新买入
Caption管理Caption Management, LLC
<0.01%#22$19.1万2,000股$00股+2,000股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#24$14.2万1,486股$00股+1,486股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#38$9.6万1,000股$8.3万1,000股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#34$7.2万750股$6.2万750股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$5.0万525股$00股+525股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#44$1.3万133股$1.4万172股-39股-22.67%减仓
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#39$9,562100股$8,301100股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#28$9,24497股$8,02597股00.00%持仓不变
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#46$4,97252股$1.7万210股-158股-75.24%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#35$3,97142股$3,44742股00.00%持仓不变
High Note Wealth, LLC
<0.01%<0.01%#25$3,82540股$3,32040股00.00%持仓不变

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