13FBOX
RETURN STACKED U.S. STOCKS & MANAGED FUTURESETF · 13F 机构持仓分析
期权收益计算器 机构排行
R

RETURN STACKED U.S. STOCKS & MANAGED FUTURESETF

RSST
持有机构数
66
机构合计市值 (Q2 2026)
$1.82亿
机构合计股数 (Q2 2026)
557.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.6万股
48 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-257.5万股
21 · 8 清仓 · ≈
⚖️ 净额
-199.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.82亿
持有机构数
66
新买入
17
加仓
31
减仓
13
清仓
8
持股不变
5
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
CONTINUUM WEALTH ADVISORS, LLC
6%5.13%#2$1,777.7万54.4万股$1,236.0万43.7万股+10.7万股+24.42%加仓
Private Advisory Group LLC
0.89%0.83%#14$1,648.2万50.4万股$1,270.0万44.9万股+5.5万股+12.27%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#40$1,143.3万35.0万股$909.2万32.2万股+2.8万股+8.78%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#49$1,089.9万33.3万股$943.9万33.4万股-351股-0.11%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#36$1,081.6万33.1万股$867.0万30.7万股+2.4万股+7.92%加仓
Triton Wealth Management, PLLC
2.57%2.56%#8$839.6万25.7万股$688.8万24.0万股+1.7万股+7.01%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.05%#33$790.6万24.2万股$642.6万22.7万股+1.5万股+6.43%加仓
Innova Wealth Partners
3.17%2.77%#6$773.6万23.7万股$584.8万20.7万股+3.0万股+14.44%加仓
BWM Planning, LLC
1.74%1.68%#9$751.7万23.0万股$637.6万22.5万股+4,481股+1.99%加仓
Sigma Planning Corp
0.18%0.17%#25$704.2万21.5万股$605.5万21.4万股+1,305股+0.61%加仓
Brookwood Investment Group LLC
0.73%0.55%#17$648.8万19.8万股$446.1万15.8万股+4.1万股+25.82%加仓
WealthTrak Capital Management LLC
4.12%3.93%#4$626.8万19.2万股$550.4万19.5万股-2,892股-1.49%减仓
Fermata Advisors, LLC
1.14%1%#11$565.8万17.3万股$443.9万15.7万股+1.6万股+10.27%加仓
Professional Financial Advisors, LLC
0.88%0.85%#15$509.4万15.6万股$419.6万14.8万股+7,460股+5.03%加仓
Wright Wealth LLC
2.79%2.71%#7$464.7万14.2万股$404.6万14.3万股-907股-0.63%减仓
世界投资顾问World Investment Advisors
0.08%0.07%#29$457.7万16.2万股$457.7万16.2万股00.00%持仓不变
Accurate Wealth Management, LLC
0.43%0.47%#23$447.0万13.5万股$394.7万13.2万股+2,624股+1.98%加仓
McGrath & Associates, Inc.
5.53%5.21%#3$424.2万13.0万股$354.4万12.5万股+4,452股+3.55%加仓
Planned Solutions, Inc.
1.08%1.14%#12$375.4万11.5万股$347.9万12.3万股-8,199股-6.66%减仓
BlackDiamond Wealth Management, LLC
1.34%1.27%#10$333.7万9.8万股$264.1万9.3万股+5,086股+5.45%加仓
CLG LLC
0.61%#19$279.3万8.5万股$00股+8.5万股新买入
STAPP WEALTH MANAGEMENT, PLLC
3.28%2.68%#5$251.3万7.7万股$210.3万7.4万股+2,519股+3.39%加仓
Magnolia Private Wealth, LLC
0.57%1.62%#21$202.3万6.2万股$242.5万8.6万股-2.4万股-27.84%减仓
Mather集团MATHER GROUP, LLC.
0.02%0.01%#39$175.7万5.4万股$143.3万5.1万股+3,050股+6.02%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#58$156.8万4.8万股$131.3万4.6万股+1,540股+3.32%加仓
RHS Financial, LLC
0.61%0.75%#20$151.9万4.6万股$158.2万5.6万股-9,446股-16.89%减仓
Bravias Capital Group, LLC
0.9%0.66%#13$151.4万4.6万股$100.7万3.6万股+1.1万股+30.00%加仓
Lunt Capital Management, Inc.
0.5%0.47%#22$136.6万4.2万股$122.0万4.3万股-1,344股-3.12%减仓
Optivise Advisory Services LLC
0.68%#18$134.3万4.1万股$00股+4.1万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#35$121.3万3.7万股$97.5万3.4万股+2,630股+7.63%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#41$109.4万3.3万股$94.6万3.3万股00.00%持仓不变
Worth Asset Management, LLC
0.33%0.29%#24$102.0万3.1万股$78.5万2.8万股+3,449股+12.43%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#42$93.3万2.9万股$83.5万3.0万股-993股-3.36%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#52$89.1万2.7万股$75.9万2.7万股+417股+1.55%加仓
Oregon Pacific Wealth Management, LLC
0.77%0.75%#16$82.2万2.5万股$71.6万2.5万股-175股-0.69%减仓
SteelPeak Wealth, LLC
0.02%0.02%#37$70.8万2.2万股$56.1万2.0万股+1,823股+9.19%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#54$61.0万1.8万股$00股+1.8万股新买入
Atria投资Atria Investments, Inc
0.01%<0.01%#45$50.3万1.5万股$40.8万1.4万股+969股+6.72%加仓
Claro Advisors Inc.
0.04%0.04%#31$41.9万1.3万股$34.4万1.2万股+641股+5.26%加仓
Legacy Wealth Managment, LLC/ID
0.16%0.1%#26$38.9万1.2万股$19.6万6,924股+4,976股+71.87%加仓
Foguth Wealth Management, LLC.
0.03%0.03%#34$28.1万8,596股$24.0万7,093股+1,503股+21.19%加仓
Manhattan West Asset Management, LLC
0.04%#32$25.6万7,824股$00股+7,824股新买入
True Wealth Design, LLC
0.06%0.06%#30$25.0万7,647股$21.6万7,647股00.00%持仓不变
Barnes Wealth Management Group, Inc
0.11%#28$24.0万7,331股$00股+7,331股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#47$20.6万6,298股$00股+6,298股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#55$19.2万5,874股$00股+5,874股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#65$18.8万5,859股$11.3万4,100股+1,759股+42.90%加仓
阿尔法核心资本AlphaCore Capital LLC
<0.01%#51$12.8万3,911股$00股+3,911股新买入
Luminist Capital LLC
0.11%#27$10.4万3,209股$00股+3,209股新买入
Cohalo Advisory LLC
6.19%6.32%#1$10.2万3,131股$8.9万3,159股-28股-0.89%减仓

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