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STARBOARD INVT TR · 13F 机构持仓分析
期权收益计算器 机构排行
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STARBOARD INVT TR

AGOX
持有机构数
50
机构合计市值 (Q2 2026)
$3.14亿
机构合计股数 (Q2 2026)
906.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+99.6万股
25 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-62.5万股
23 · 7 清仓 · ≈
⚖️ 净额
+37.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.14亿
持有机构数
50
新买入
13
加仓
12
减仓
16
清仓
7
持股不变
9
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
Berman McAleer LLC
8.94%8.12%#1$7,717.3万222.7万股$5,953.5万223.6万股-9,887股-0.44%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
1.05%0.99%#3$5,187.8万149.7万股$2,542.3万95.5万股+54.2万股+56.72%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#27$3,309.0万95.5万股$2,445.0万91.8万股+3.6万股+3.94%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.27%0.3%#8$2,422.1万69.9万股$2,413.8万90.7万股-20.8万股-22.93%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#31$1,666.4万48.1万股$1,090.6万41.0万股+7.1万股+17.36%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#19$1,482.2万42.8万股$1,166.4万43.8万股-1.1万股-2.40%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#32$1,389.9万40.1万股$1,160.6万43.6万股-3.5万股-8.02%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#35$1,043.6万30.1万股$909.2万34.2万股-4.0万股-11.85%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.08%#10$966.7万27.9万股$743.4万27.9万股-349股-0.12%减仓
Octavia Wealth Advisors, LLC
0.81%0.62%#4$940.8万27.1万股$650.6万24.4万股+2.7万股+11.05%加仓
PARTNERS WEALTH MANAGEMENT, LLC
7.52%5.82%#2$766.7万22.1万股$564.8万21.2万股+9,033股+4.26%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#21$760.1万21.9万股$491.7万18.5万股+3.5万股+18.73%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#24$603.6万17.4万股$528.5万19.9万股-2.4万股-12.28%减仓
WealthPlan Investment Management, LLC
0.25%0.27%#9$495.9万14.3万股$491.1万18.4万股-4.1万股-22.44%减仓
全球退休合伙人Global Retirement Partners, LLC
0.06%#13$389.2万11.2万股$00股+11.2万股新买入
WealthPLAN Partners, LLC
0.56%0.69%#6$292.6万8.4万股$355.7万13.4万股-4.9万股-36.83%减仓
INTEGRITY ALLIANCE, LLC.
0.07%0.06%#12$210.5万6.1万股$159.9万6.0万股+650股+1.08%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#26$204.8万5.9万股$158.6万6.0万股-512股-0.86%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#43$203.6万5.9万股$00股+5.9万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#41$201.9万5.8万股$155.9万5.9万股-300股-0.51%减仓
FIRETHORN WEALTH PARTNERS, LLC
0.58%0.32%#5$179.4万5.2万股$86.7万3.3万股+1.9万股+58.94%加仓
Empirical Asset Management, LLC
0.35%0.32%#7$157.4万4.5万股$119.9万4.5万股+378股+0.84%加仓
Goldstone Financial Group, LLC
0.09%0.09%#11$102.2万2.9万股$82.9万3.1万股-1,636股-5.26%减仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#23$79.1万2.3万股$82.3万3.1万股-8,074股-26.12%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#45$73.5万2.1万股$4.0万1,536股+2.0万股+1,280.99%加仓
Avior Wealth Management, LLC
0.02%0.02%#17$68.7万2.6万股$68.7万2.6万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#38$52.8万1.5万股$40.6万1.5万股00.00%持仓不变
Atria投资Atria Investments, Inc
<0.01%<0.01%#29$42.8万1.2万股$33.3万1.3万股-181股-1.44%减仓
CENTAURUS FINANCIAL, INC.
0.01%0.01%#18$36.4万1.1万股$29.6万1.1万股-600股-5.40%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#36$35.6万1.0万股$00股+1.0万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#39$35.4万1.0万股$27.2万1.0万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
<0.01%#28$30.9万8,911股$00股+8,911股新买入
TWO SIGMA SECURITIES, LLC
0.02%#16$28.6万8,264股$00股+8,264股新买入
THOROUGHBRED FINANCIAL SERVICES, LLC
0.01%#20$28.3万8,157股$00股+8,157股新买入
信安证券PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#33$26.2万7,551股$22.4万8,405股-854股-10.16%减仓
NFSG Corp
0.03%0.03%#14$25.7万7,406股$19.7万7,406股00.00%持仓不变
顶峰金融Summit Financial, LLC
<0.01%#34$24.9万7,188股$00股+7,188股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#37$22.5万6,495股$00股+6,495股新买入
Ausdal Financial Partners, Inc.
0.01%#22$21.2万6,107股$00股+6,107股新买入
Encompass More Asset Management
0.03%#15$20.7万5,982股$00股+5,982股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$12.4万3,582股$9.2万3,455股+127股+3.68%加仓
Heritage Wealth 顾问Heritage Wealth Advisors
<0.01%#30$11.1万3,216股$00股+3,216股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#48$3.7万1,063股$3.2万1,037股+26股+2.51%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#44$3.6万1,032股$2.7万1,032股00.00%持仓不变
贝莱德BlackRock, Inc.
<0.01%#50$2.8万807股$00股+807股新买入
Indiana Trust & Investment Management Co
0.01%0.01%#25$1.9万724股$1.9万724股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%<0.01%#46$8,145235股$6,256235股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#49$3,951114股$00股+114股新买入
Security National Bank
<0.01%<0.01%#42$2,35768股$1,81068股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%<0.01%#47$1,66448股$1,27848股00.00%持仓不变

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