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富达·GREENWOOD STREET TR · 13F 机构持仓分析
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富达·GREENWOOD STREET TR

FIDELITY GREENWOOD STREET TRFYEE
持有机构数
53
机构合计市值 (Q2 2026)
$1.04亿
机构合计股数 (Q2 2026)
359.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+116.0万股
42 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-67.4万股
15 · 6 清仓 · ≈
⚖️ 净额
+48.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.04亿
持有机构数
53
新买入
16
加仓
26
减仓
9
清仓
6
持股不变
2
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#20$2,027.2万70.2万股$1,311.9万48.4万股+21.8万股+45.11%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#38$1,403.8万48.6万股$142.2万5.2万股+43.3万股+826.82%加仓
Advisory Resource Group
1.27%1.32%#2$843.2万29.2万股$768.6万28.3万股+8,550股+3.02%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.06%0.07%#16$693.9万24.0万股$641.0万23.6万股+3,898股+1.65%加仓
Sentinel Advisory Group, LLC
2.47%2.44%#1$605.3万21.0万股$500.1万18.4万股+2.5万股+13.65%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.07%0.08%#14$549.5万19.0万股$496.5万18.3万股+7,194股+3.93%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#34$465.4万16.1万股$456.6万16.8万股-7,173股-4.26%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.04%0.05%#17$405.1万14.0万股$371.9万13.7万股+3,155股+2.30%加仓
TBH Global Asset Management, LLC
0.55%0.57%#6$300.8万10.4万股$282.8万10.4万股-87股-0.08%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#29$274.4万9.5万股$265.5万9.8万股-2,892股-2.96%减仓
波士顿合伙人Boston Partners
<0.01%<0.01%#42$238.1万8.2万股$32.4万1.2万股+7.0万股+590.92%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.02%0.02%#23$224.7万7.8万股$215.3万7.9万股-1,590股-2.00%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#31$201.6万7.0万股$201.2万7.4万股-4,373股-5.90%减仓
San Luis Wealth Advisors LLC
0.3%#9$199.1万6.9万股$00股+6.9万股新买入
RESOLUTE CAPITAL, LLC
0.59%0.49%#5$169.6万5.9万股$120.4万4.4万股+1.4万股+32.26%加仓
WEALTH EFFECTS LLC
0.42%0.49%#7$155.5万5.4万股$139.4万5.1万股+2,442股+4.75%加仓
Traynor Capital Management, Inc.
0.07%0.05%#15$149.8万5.2万股$83.3万3.2万股+2.0万股+64.21%加仓
Mission Financial Group, LLC
0.98%#3$117.8万4.1万股$00股+4.1万股新买入
FINANCIAL MANAGEMENT NETWORK INC
0.16%#10$112.7万3.9万股$00股+3.9万股新买入
Summit Wealth Partners, LLC
0.16%0.07%#11$111.1万3.8万股$47.1万1.7万股+2.1万股+121.74%加仓
Global Trust Asset Management, LLC
0.34%0.22%#8$109.2万3.8万股$57.6万2.1万股+1.7万股+78.08%加仓
KRAEMATON INVESTMENT ADVISORS, INC
0.78%0.78%#4$104.4万3.6万股$95.4万3.5万股+963股+2.74%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#36$100.1万3.5万股$00股+3.5万股新买入
Spire 财富管理Spire Wealth Management
0.02%0.02%#21$68.7万2.4万股$63.9万2.4万股+221股+0.94%加仓
NFSG Corp
0.08%0.09%#13$68.4万2.4万股$55.7万2.1万股+3,146股+15.32%加仓
Savvy Advisors, Inc.
0.01%0.01%#25$62.1万2.2万股$54.0万2.0万股+1,591股+7.99%加仓
Atria投资Atria Investments, Inc
0.01%<0.01%#30$60.9万2.1万股$25.5万9,411股+1.2万股+123.88%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#44$60.6万2.1万股$00股+2.1万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%0.02%#28$53.6万1.9万股$50.2万1.8万股+47股+0.25%加仓
SILVER OAK SECURITIES, INCORPORATED
0.03%0.03%#19$52.0万1.8万股$36.0万1.3万股+4,741股+35.77%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#50$50.9万1.8万股$00股+1.8万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#47$48.8万1.7万股$32.7万1.2万股+4,866股+40.42%加仓
PFG 投资PFG Investments, LLC
0.02%0.02%#22$46.2万1.6万股$33.4万1.2万股+3,700股+30.08%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#43$31.8万1.1万股$00股+1.1万股新买入
Hixon Zuercher, LLC
0.09%0.14%#12$29.0万1.0万股$46.3万1.7万股-6,996股-41.03%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.01%#26$26.5万9,189股$00股+9,189股新买入
RMR Wealth Builders
0.01%#24$22.5万7,792股$00股+7,792股新买入
RFG顾问RFG Advisory, LLC
<0.01%#35$21.5万7,445股$00股+7,445股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#46$21.2万7,337股$00股+7,337股新买入
PARSONS CAPITAL MANAGEMENT INC/RI
0.01%0.01%#27$20.9万7,217股$25.2万9,298股-2,081股-22.38%减仓
顶峰金融Summit Financial, LLC
<0.01%#41$20.2万7,002股$00股+7,002股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#39$16.1万5,590股$00股+5,590股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#40$13.1万4,521股$4.6万1,700股+2,821股+165.94%加仓
AdvisorNet Financial, Inc
0.01%0.01%#32$12.7万4,400股$11.9万4,400股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#52$9.0万3,117股$33.1万1.2万股-9,101股-74.49%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#49$5.3万1,839股$1365股+1,834股+36,680.00%加仓
Roxbury Financial LLC
0.04%0.04%#18$4.9万1,706股$4.5万1,669股+37股+2.22%加仓
PRIVATE TRUST CO NA
<0.01%#37$4.0万1,382股$00股+1,382股新买入
Simplex交易SIMPLEX TRADING, LLC
<0.01%#51$2.4万819股$00股+819股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#48$1.5万502股$5,588205股+297股+144.88%加仓

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