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Innovator ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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Innovator ETF信托

INNOVATOR ETFS TRUSTBFRZ
持有机构数
52
机构合计市值 (Q2 2026)
$8,466.9万
机构合计股数 (Q2 2026)
313.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+60.5万股
37 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-140.0万股
20 · 8 清仓 · ≈
⚖️ 净额
-79.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,466.9万
持有机构数
52
新买入
10
加仓
27
减仓
12
清仓
8
持股不变
3
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
Visionary Wealth 顾问Visionary Wealth Advisors
0.39%0.33%#5$989.0万36.6万股$739.6万28.1万股+8.5万股+30.40%加仓
Triad Wealth Partners, LLC
0.55%0.57%#4$937.9万34.6万股$721.2万27.4万股+7.3万股+26.62%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.05%0.04%#17$684.8万25.3万股$511.8万19.4万股+5.9万股+30.49%加仓
ATX Financial Planning, LLC
3.86%3.85%#1$507.2万19.2万股$507.2万19.2万股00.00%持仓不变
Sigma Planning Corp
0.12%0.13%#12$475.1万17.6万股$458.2万17.4万股+1,938股+1.11%加仓
Brookstone资本管理Brookstone Capital Management
0.05%0.04%#19$468.1万17.3万股$358.2万13.6万股+3.7万股+27.46%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#29$465.4万17.2万股$507.0万19.2万股-2.0万股-10.49%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#32$419.1万15.5万股$292.5万11.1万股+4.4万股+39.73%加仓
Balance Wealth Partners LLC
1.1%1.23%#2$412.1万15.2万股$397.4万15.1万股+1,710股+1.13%加仓
Signal Advisors Wealth, LLC
0.13%0.17%#11$255.6万9.5万股$251.8万9.6万股-963股-1.01%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$254.4万9.4万股$1,184.9万45.0万股-35.5万股-79.06%减仓
Encompass More Asset Management
0.35%0.29%#7$242.2万9.0万股$172.9万6.6万股+2.4万股+36.60%加仓
Maia Wealth LLC
0.32%0.35%#8$217.9万8.1万股$209.1万7.9万股+1,287股+1.62%加仓
Atria投资Atria Investments, Inc
0.02%0.01%#26$160.8万5.9万股$93.7万3.6万股+2.4万股+67.38%加仓
PLANWISER FINANCIAL, LLC
0.98%0.96%#3$141.6万5.2万股$132.5万5.0万股+2,100股+4.18%加仓
SignatureFD财富SIGNATUREFD, LLC
0.02%0.02%#25$134.5万5.0万股$126.1万4.8万股+1,898股+3.97%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#37$130.2万4.8万股$69.5万2.6万股+2.2万股+82.83%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.02%#24$127.9万4.7万股$00股+4.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$109.3万4.0万股$77.5万2.9万股+1.1万股+37.52%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#41$102.7万3.8万股$98.6万3.7万股+621股+1.66%加仓
LPL金融LPL Financial LLC
<0.01%#47$98.0万3.6万股$00股+3.6万股新买入
Sovran Advisors, LLC
0.07%0.08%#16$97.7万3.6万股$99.0万3.7万股-1,060股-2.83%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#27$82.5万3.1万股$00股+3.1万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#48$81.2万3.0万股$48.2万1.8万股+1.2万股+64.15%加仓
Ashton Thomas Private Wealth, LLC
0.02%0.02%#28$72.8万2.7万股$67.0万2.5万股+1,509股+5.93%加仓
WEALTHGARDEN F.S. LLC
0.31%0.37%#9$55.5万2.1万股$54.2万2.1万股-25股-0.12%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.02%#23$50.6万1.9万股$00股+1.9万股新买入
Inspire Advisors, LLC
0.03%0.03%#21$48.7万1.8万股$32.2万1.2万股+5,781股+47.30%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#36$47.5万1.8万股$46.2万1.8万股+26股+0.15%加仓
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
0.36%0.33%#6$46.0万1.7万股$37.3万1.4万股+2,848股+20.10%加仓
Accurate Wealth Management, LLC
0.04%0.04%#20$41.0万1.5万股$33.9万1.3万股+2,201股+17.12%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#45$38.6万1.4万股$37.6万1.4万股00.00%持仓不变
世界投资顾问World Investment Advisors
0.01%0.01%#33$38.3万1.5万股$64.6万2.5万股-1.0万股-40.82%减仓
Simplicity Wealth,LLC
0.01%#31$38.2万1.4万股$00股+1.4万股新买入
Range Financial Group LLC
0.1%0.14%#13$37.9万1.4万股$42.8万1.6万股-2,200股-13.56%减仓
Advyzon Investment Management, LLC
0.03%0.03%#22$36.7万1.4万股$34.1万1.3万股+641股+4.96%加仓
信安证券PRINCIPAL SECURITIES, INC.
<0.01%#35$35.9万1.3万股$00股+1.3万股新买入
Ausdal Financial Partners, Inc.
0.01%0.02%#30$35.7万1.3万股$34.7万1.3万股+52股+0.40%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#44$34.1万1.3万股$00股+1.3万股新买入
NewCorp Financial Services, Inc.
0.26%0.26%#10$33.9万1.3万股$29.7万1.1万股+1,291股+11.46%加仓
Vantage Point Financial LLC
0.1%0.09%#15$31.8万1.2万股$25.7万9,741股+2,025股+20.79%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#34$31.6万1.2万股$00股+1.2万股新买入
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#38$28.5万1.1万股$22.0万8,360股+2,175股+26.02%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#49$22.5万8,314股$93.4万3.5万股-2.7万股-76.53%减仓
BridgePort Financial Solutions, LLC
0.05%0.08%#18$20.3万7,506股$27.8万1.1万股-3,038股-28.81%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#42$19.0万7,011股$17.7万6,704股+307股+4.58%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%0.01%#39$13.5万5,003股$50.5万1.9万股-1.4万股-73.87%减仓
RED REEF ADVISORS LLC
0.1%0.11%#14$11.2万4,140股$10.9万4,140股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#46$1.6万607股$00股+607股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$3,352124股$00股+124股新买入

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