13FBOX
NORTHERN LIGHTS FD TR · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LIGHTS FD TR

SFLR
持有机构数
252
机构合计市值 (Q2 2026)
$13.78亿
机构合计股数 (Q2 2026)
3,588.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+667.1万股
157 · 59 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-231.6万股
86 · 26 清仓 · ≈
⚖️ 净额
+435.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.78亿
持有机构数
252
新买入
59
加仓
98
减仓
60
清仓
26
持股不变
35
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
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#173$2.38亿616.1万股$2.10亿592.0万股+24.1万股+4.07%加仓
Americana 合伙人Americana Partners, LLC
3.02%2.29%#13$1.34亿347.2万股$8,801.5万248.6万股+98.6万股+39.67%加仓
LPL金融LPL Financial LLC
0.02%0.02%#169$8,123.9万210.4万股$8,079.4万228.6万股-18.2万股-7.97%减仓
Kingsview Wealth Management, LLC
1.35%1.05%#24$7,675.3万216.8万股$7,675.3万216.8万股00.00%持仓不变
Orion组合解决方案Orion Porfolio Solutions, LLC
0.54%0.59%#42$7,103.3万184.0万股$6,882.5万194.8万股-10.8万股-5.54%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.84%1.04%#34$4,219.5万110.3万股$4,674.6万127.6万股-17.3万股-13.58%减仓
Liberty Atlantic Advisors LLC
18.96%19.32%#1$2,634.6万68.2万股$2,260.8万63.8万股+4.5万股+6.99%加仓
ATTICUS WEALTH MANAGEMENT, LLC
5.92%0.17%#7$2,487.3万64.5万股$64.1万1.8万股+62.7万股+3,459.38%加仓
WETZEL INVESTMENT ADVISORS, INC.
8.44%6.9%#3$2,436.5万63.1万股$1,734.6万48.9万股+14.2万股+28.96%加仓
Brookstone资本管理Brookstone Capital Management
0.24%0.16%#65$2,432.4万63.0万股$1,429.6万40.4万股+22.7万股+56.17%加仓
VanWeelden Wealth Management, LLC
16.19%4.59%#2$2,178.3万56.5万股$575.1万16.2万股+40.2万股+247.64%加仓
Delta Investment Management, LLC
3.52%3.54%#11$2,137.4万55.4万股$1,977.0万55.8万股-4,285股-0.77%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.03%#156$2,105.9万54.5万股$2,037.6万57.7万股-3.1万股-5.41%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#199$2,001.3万51.9万股$1,531.0万43.2万股+8.6万股+19.98%加仓
Rothschild Wealth LLC
1.33%1.19%#25$1,668.8万43.3万股$1,319.9万37.3万股+6.0万股+16.05%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.08%#114$1,484.8万38.4万股$00股+38.4万股新买入
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#174$1,465.6万38.0万股$1,288.4万36.4万股+1.6万股+4.41%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.16%#84$1,368.3万35.5万股$00股+35.5万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#168$1,201.7万31.1万股$951.3万26.9万股+4.3万股+15.95%加仓
Southland Equity Partners LLC
2.06%2.16%#19$1,174.7万30.4万股$1,110.7万31.4万股-9,193股-2.93%减仓
Private Advisor集团Private Advisor Group, LLC
0.05%0.04%#134$1,080.7万28.0万股$772.0万21.8万股+6.2万股+28.48%加仓
AE财富管理AE Wealth Management LLC
0.05%0.05%#133$1,075.3万27.9万股$875.5万24.7万股+3.1万股+12.73%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#163$1,016.8万26.4万股$880.1万24.9万股+1.5万股+6.05%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.05%#137$999.1万25.9万股$00股+25.9万股新买入
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.18%#78$986.8万25.6万股$00股+25.6万股新买入
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.09%#106$985.2万25.5万股$00股+25.5万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.08%#104$980.2万25.4万股$742.3万21.0万股+4.4万股+21.21%加仓
Pinnacle Wealth Management Group, Inc.
4.45%4.24%#9$954.7万24.7万股$864.1万24.4万股+3,426股+1.40%加仓
CCG WEALTH MANAGEMENT, LLC
2.19%2.46%#17$943.2万24.4万股$906.4万25.6万股-1.1万股-4.47%减仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.29%0.31%#57$942.9万24.4万股$833.6万23.5万股+8,970股+3.81%加仓
NewCorp Financial Services, Inc.
7.14%7%#4$932.7万24.2万股$807.8万22.8万股+1.4万股+5.98%加仓
WINNACLE WEALTH LLC
6.28%6.64%#5$923.3万23.9万股$860.4万24.3万股-3,669股-1.51%减仓
RPg Family Wealth Advisory, LLC
1.88%1.69%#20$907.4万23.5万股$809.6万22.9万股+5,936股+2.59%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.02%#154$855.9万22.2万股$482.0万13.6万股+8.6万股+62.99%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.2%0.2%#74$836.8万21.7万股$740.8万20.9万股+7,587股+3.63%加仓
VISIONARY HORIZONS, LLC
3.39%3.39%#12$811.0万21.0万股$688.9万19.5万股+1.5万股+7.75%加仓
Perennial Investment Advisors, LLC
0.53%0.57%#45$804.8万20.9万股$715.3万20.2万股+6,584股+3.26%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#217$782.7万20.3万股$00股+20.3万股新买入
全球退休合伙人Global Retirement Partners, LLC
0.12%#96$760.6万19.7万股$00股+19.7万股新买入
ATX Financial Planning, LLC
5.56%5.54%#8$729.7万20.6万股$729.7万20.6万股00.00%持仓不变
FIRST COMMONWEALTH FINANCIAL CORP /PA/
1.01%1.07%#27$724.8万18.8万股$673.9万19.0万股-2,455股-1.29%减仓
Triumph Capital Management
1.3%1.31%#26$718.2万18.6万股$642.8万18.1万股+4,774股+2.63%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#184$714.1万18.5万股$610.3万17.2万股+1.3万股+7.40%加仓
Capital Analysts, LLC
0.15%0.18%#86$668.8万17.3万股$636.8万17.3万股+160股+0.09%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.12%#95$651.5万16.9万股$00股+16.9万股新买入
Tradition Wealth Management, LLC
0.39%#51$639.0万16.6万股$00股+16.6万股新买入
Visionary Wealth 顾问Visionary Wealth Advisors
0.25%0.25%#64$630.8万16.4万股$567.0万16.0万股+3,374股+2.11%加仓
HFG Wealth Management, LLC
6.24%6.39%#6$620.6万16.1万股$1,161.0万32.9万股-16.8万股-51.08%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.05%0.04%#132$598.0万15.5万股$370.2万10.5万股+5.0万股+48.27%加仓
Ausdal Financial Partners, Inc.
0.23%0.22%#68$581.5万15.1万股$503.5万14.2万股+8,136股+5.71%加仓

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