13FBOX
HORIZON FDS · 13F 机构持仓分析
期权收益计算器 机构排行
H

HORIZON FDS

HBTA
持有机构数
24
机构合计市值 (Q2 2026)
$2.30亿
机构合计股数 (Q2 2026)
704.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+282.8万股
12 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.1万股
12 · 2 清仓 · ≈
⚖️ 净额
+214.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.30亿
持有机构数
24
新买入
6
加仓
6
减仓
10
清仓
2
持股不变
2
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
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.85%#1$8,226.0万251.6万股$00股+251.6万股新买入
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#12$5,133.4万157.0万股$4,196.0万156.7万股+3,505股+0.22%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#13$3,390.3万103.7万股$2,088.6万78.0万股+25.7万股+32.98%加仓
LPL金融LPL Financial LLC
0.01%0.01%#14$2,919.8万89.3万股$2,290.4万85.5万股+3.8万股+4.43%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#10$1,997.1万61.1万股$1,629.2万60.8万股+2,560股+0.42%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.03%0.03%#8$372.1万11.4万股$312.6万11.7万股-2,893股-2.48%减仓
Ascentis Independent Advisors
0.29%0.16%#4$216.4万8.1万股$216.4万8.1万股00.00%持仓不变
信安证券PRINCIPAL SECURITIES, INC.
0.02%0.02%#9$194.9万6.0万股$165.5万6.2万股-2,188股-3.54%减仓
Golden State Wealth Management, LLC
0.16%0.18%#5$180.3万5.5万股$160.4万6.0万股-4,721股-7.88%减仓
CERTIOR FINANCIAL GROUP, LLC
0.4%0.4%#2$73.1万2.2万股$62.4万2.3万股-939股-4.03%减仓
INTERACTIVE FINANCIAL ADVISORS, INC.
0.37%0.33%#3$61.3万1.9万股$50.7万1.9万股-180股-0.95%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#15$59.8万1.8万股$52.8万2.0万股-1,407股-7.14%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$45.7万1.4万股$34.7万1.3万股+1,011股+7.79%加仓
Ausdal Financial Partners, Inc.
0.01%0.01%#11$32.3万9,881股$26.5万9,908股-27股-0.27%减仓
Brookwood Investment Group LLC
0.03%0.04%#6$29.4万8,983股$35.6万1.3万股-4,311股-32.43%减仓
AE财富管理AE Wealth Management LLC
<0.01%#17$16.2万4,956股$00股+4,956股新买入
美国合众银行US BANCORP \DE\
<0.01%#20$5.8万1,764股$00股+1,764股新买入
Silver Grove Financial Group, Inc.
0.03%#7$5.5万1,694股$00股+1,694股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#22$3.0万927股$42816股+911股+5,693.75%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#23$1.9万594股$4.2万1,568股-974股-62.12%减仓
Horizon投资Horizon Investments, LLC
<0.01%0.01%#19$1.7万508股$77.8万2.9万股-2.9万股-98.25%减仓
SITTNER & NELSON, LLC
<0.01%#16$4,250130股$00股+130股新买入
摩根士丹利MORGAN STANLEY
<0.01%#24$1,01331股$00股+31股新买入
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#21$83826股$66826股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入