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PALMER SQUARE FUNDS TR · 13F 机构持仓分析
期权收益计算器 机构排行
P

PALMER SQUARE FUNDS TR

PSQO
持有机构数
22
机构合计市值 (Q2 2026)
$1.82亿
机构合计股数 (Q2 2026)
878.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+63.6万股
18 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.5万股
5 · 2 清仓 · ≈
⚖️ 净额
+53.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.82亿
持有机构数
22
新买入
4
加仓
14
减仓
3
清仓
2
持股不变
1
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
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.48%0.57%#6$4,946.8万239.3万股$4,894.2万238.5万股+8,169股+0.34%加仓
ATWOOD & PALMER INC
2.26%2.34%#3$4,235.2万204.9万股$4,143.5万201.9万股+3.0万股+1.47%加仓
MarinerMariner, LLC
0.04%0.03%#11$3,487.5万168.7万股$2,572.8万125.4万股+43.3万股+34.57%加仓
Advisory Resource Group
3.01%3.35%#2$2,004.2万97.0万股$1,948.1万94.9万股+2.0万股+2.13%加仓
LAKE STREET PRIVATE WEALTH, LLC
1.58%1.89%#4$1,382.8万66.9万股$1,487.2万72.5万股-5.6万股-7.69%减仓
Providence Financial Advisors, LLC
6.13%5.95%#1$1,077.2万52.1万股$1,044.8万50.9万股+1.2万股+2.36%加仓
BlackDiamond Wealth Management, LLC
0.81%0.86%#5$202.7万9.8万股$179.0万8.7万股+1.0万股+11.85%加仓
AE财富管理AE Wealth Management LLC
0.01%<0.01%#14$182.9万8.8万股$58.3万2.8万股+6.0万股+211.37%加仓
Accurate Wealth Management, LLC
0.15%0.18%#8$159.4万7.7万股$152.5万7.4万股+3,094股+4.18%加仓
Savvy Advisors, Inc.
0.03%0.04%#12$151.1万7.3万股$134.8万6.6万股+7,375股+11.22%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#15$70.4万3.4万股$69.9万3.4万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#21$63.0万3.0万股$63.3万3.1万股-406股-1.32%减仓
Navis Wealth Advisors, LLC
0.16%0.13%#7$41.4万2.0万股$25.9万1.3万股+7,402股+58.69%加仓
Crusonia Wealth Advisors LLC
0.06%#10$35.8万1.7万股$00股+1.7万股新买入
ENDEAVOR PRIVATE WEALTH, INC.
0.08%0.08%#9$33.8万1.6万股$28.0万1.4万股+2,734股+20.07%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#22$27.1万1.3万股$4.0万1,965股+1.1万股+566.87%加仓
MGO资本MGO ONE SEVEN LLC
<0.01%<0.01%#17$20.5万9,895股$20.4万9,935股-40股-0.40%减仓
Dynamic Advisor Solutions LLC
0.01%#16$20.2万9,778股$00股+9,778股新买入
Fairway Wealth LLC
0.01%#13$5.4万2,603股$00股+2,603股新买入
FAS Wealth Partners, Inc.
<0.01%<0.01%#18$5.3万2,555股$5.2万2,525股+30股+1.19%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#20$1.8万859股$1.6万785股+74股+9.43%加仓
Downshift Financial, LLC
<0.01%#19$2,728132股$00股+132股新买入

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