13FBOX
ADVISORSHARES TR ADVISORSHS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ADVISORSHARES TR ADVISORSHS ETF

CWS
持有机构数
51
机构合计市值 (Q2 2026)
$5,202.8万
机构合计股数 (Q2 2026)
76.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.6万股
11 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-28.5万股
37 · 10 清仓 · ≈
⚖️ 净额
-23.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,202.8万
持有机构数
51
新买入
5
加仓
6
减仓
27
清仓
10
持股不变
13
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
CIBC世界市场CIBC WORLD MARKET INC.
0.01%0.01%#21$862.9万12.7万股$838.6万12.9万股-2,956股-2.28%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#20$585.5万8.6万股$554.6万8.6万股+235股+0.27%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#29$458.1万6.7万股$442.9万6.8万股-1,211股-1.77%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#27$433.8万6.4万股$556.7万8.6万股-2.2万股-25.99%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#22$404.2万5.9万股$635.5万9.8万股-3.9万股-39.60%减仓
Mason & Associates Inc
0.53%0.59%#3$328.5万4.8万股$306.6万4.8万股-198股-0.41%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#37$260.8万3.8万股$439.6万6.8万股-3.0万股-43.67%减仓
Stone Wealth Partners
1.63%1.92%#1$222.8万3.3万股$214.0万3.3万股-397股-1.20%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%0.01%#34$132.2万1.9万股$599.8万9.3万股-7.3万股-79.06%减仓
TrueWealth Advisors, LLC
0.24%0.28%#5$106.8万1.6万股$111.6万1.7万股-1,572股-9.12%减仓
FLOW TRADERS U.S. LLC
0.04%#12$105.9万1.6万股$00股+1.6万股新买入
Patriot Financial Group Insurance Agency, LLC
0.08%0.09%#10$81.8万1.2万股$155.3万2.4万股-1.2万股-50.00%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#28$80.3万1.2万股$72.3万1.1万股+617股+5.53%加仓
GC Wealth Management RIA, LLC
0.04%0.05%#13$72.9万1.1万股$117.3万1.8万股-7,427股-40.99%减仓
Regatta Research & Money Management
0.67%#2$70.4万1.0万股$00股+1.0万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$62.1万9,104股$21.8万3,363股+5,741股+170.71%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#35$57.8万8,483股$60.4万9,324股-841股-9.02%减仓
Perennial Investment Advisors, LLC
0.04%0.04%#14$53.4万7,834股$50.7万7,834股00.00%持仓不变
Millstone Evans Group, LLC
0.29%0.31%#4$53.3万7,818股$52.3万8,083股-265股-3.28%减仓
Integrated Advisors Network LLC
0.02%0.03%#17$50.7万7,442股$62.6万9,665股-2,223股-23.00%减仓
United Advisor Group, LLC
0.05%0.07%#11$45.7万6,703股$55.2万8,527股-1,824股-21.39%减仓
SPRENG CAPITAL MANAGEMENT, INC.
0.16%0.2%#7$45.1万6,611股$43.4万6,701股-90股-1.34%减仓
Nova Wealth Management, Inc.
0.24%0.29%#6$42.6万6,249股$44.6万6,881股-632股-9.18%减仓
HRT金融HRT FINANCIAL LP
<0.01%#36$41.0万6,012股$00股+6,012股新买入
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#38$40.6万5,950股$46.1万7,118股-1,168股-16.41%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#31$39.8万5,835股$47.7万7,371股-1,536股-20.84%减仓
Cornerstone Wealth Management, LLC
0.02%0.02%#19$39.3万5,761股$40.2万6,210股-449股-7.23%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#42$37.3万5,465股$80.2万1.2万股-6,921股-55.88%减仓
Icon Wealth Advisors, LLC
0.02%0.02%#18$34.9万5,112股$34.3万5,112股00.00%持仓不变
Snowden Capital 顾问Snowden Capital Advisors LLC
0.01%0.01%#24$34.8万5,110股$33.1万5,110股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#44$31.3万4,588股$41.7万6,444股-1,856股-28.80%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#32$30.8万4,518股$33.9万5,229股-711股-13.60%减仓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.03%0.03%#15$29.0万4,258股$20.6万3,180股+1,078股+33.90%加仓
Kingsman Wealth Management, Inc.
0.13%0.33%#8$28.7万4,214股$59.2万9,139股-4,925股-53.89%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%#49$27.7万4,065股$00股+4,065股新买入
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#43$27.3万4,000股$25.9万4,000股00.00%持仓不变
IEQ资本IEQ CAPITAL, LLC
<0.01%<0.01%#33$27.3万4,000股$25.9万4,000股00.00%持仓不变
IRON Financial LLC
0.11%0.11%#9$27.3万4,000股$25.9万4,000股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#39$24.8万3,642股$23.6万3,648股-6股-0.16%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#48$15.4万2,265股$9.5万1,470股+795股+54.08%加仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%<0.01%#40$9.3万1,369股$8.8万1,369股00.00%持仓不变
LANARK FINANCIAL, INC.
0.01%0.01%#26$9.1万1,341股$10.1万1,561股-220股-14.09%减仓
Institute for Wealth Management, LLC.
0.01%#25$8.3万1,224股$00股+1,224股新买入
Holos Integrated Wealth LLC
0.03%0.03%#16$6.9万1,000股$6.6万1,000股00.00%持仓不变
Golden State Wealth Management, LLC
<0.01%<0.01%#30$3.6万531股$3.4万531股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#41$3.4万500股$3.2万500股00.00%持仓不变
美国合众银行US BANCORP \DE\
<0.01%<0.01%#47$2.6万379股$2.6万400股-21股-5.25%减仓
Comprehensive Financial Planning, Inc./PA
0.01%0.01%#23$2.3万331股$2.1万330股+1股+0.30%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#46$1.9万280股$1.8万280股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$2,88642股$2,90942股00.00%持仓不变

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