13FBOX
FUNDRISE INNOVATION FD · 13F 机构持仓分析
期权收益计算器 机构排行
F

FUNDRISE INNOVATION FD

FUNDRISE INNOVATION FD LLCVCX
持有机构数
58
机构合计市值 (Q2 2026)
$9,140.8万
机构合计股数 (Q2 2026)
105.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+88.1万股
52 · 48 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.2万股
16 · 14 清仓 · ≈
⚖️ 净额
+79.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,140.8万
持有机构数
58
新买入
48
加仓
4
减仓
2
清仓
14
持股不变
4
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
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#15$3,880.1万44.9万股$00股+44.9万股新买入
CloudAlpha Capital Management Limited/Hong Kong
0.42%0.91%#2$1,489.7万17.2万股$2,659.6万20.3万股-3.1万股-15.14%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#20$1,141.7万13.2万股$00股+13.2万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%#33$490.9万5.7万股$00股+5.7万股新买入
Centiva资本Centiva Capital, LP
0.04%#5$422.6万4.9万股$00股+4.9万股新买入
Newtyn Management, LLC
0.43%#1$345.7万4.0万股$00股+4.0万股新买入
Simplex交易SIMPLEX TRADING, LLC
<0.01%#18$310.3万3.6万股$00股+3.6万股新买入
LPL金融LPL Financial LLC
<0.01%#32$191.9万2.2万股$00股+2.2万股新买入
Group One交易GROUP ONE TRADING LLC
<0.01%#22$89.9万1.0万股$00股+1.0万股新买入
IMC芝加哥IMC-Chicago, LLC
<0.01%#38$81.2万9,400股$00股+9,400股新买入
CSS LLC/IL
0.03%#6$79.5万9,200股$00股+9,200股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#40$78.4万9,072股$6.9万526股+8,546股+1,624.71%加仓
Belvedere交易Belvedere Trading LLC
<0.01%#26$64.8万7,500股$00股+7,500股新买入
HRT金融HRT FINANCIAL LP
<0.01%#23$57.9万6,697股$00股+6,697股新买入
CreativeOne Wealth, LLC
0.01%#11$42.1万4,867股$00股+4,867股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%#17$41.8万4,833股$00股+4,833股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$40.2万4,652股$3.5万269股+4,383股+1,629.37%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%0.01%#13$36.5万4,220股$42.6万3,255股+965股+29.65%加仓
LEVIN CAPITAL STRATEGIES, L.P.
0.02%#8$34.6万4,000股$00股+4,000股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%#35$34.4万3,981股$00股+3,981股新买入
Lake Hills Wealth Management, LLC
0.14%#3$30.0万3,471股$00股+3,471股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%#36$28.4万3,286股$00股+3,286股新买入
丰业资本SCOTIA CAPITAL INC.
<0.01%#24$27.7万3,210股$00股+3,210股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%#28$23.3万2,701股$00股+2,701股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#37$21.4万2,478股$00股+2,478股新买入
NFSG Corp
0.01%#9$11.0万1,270股$00股+1,270股新买入
Solstein Capital, LLC
0.03%#7$9.2万1,064股$00股+1,064股新买入
WPG Advisers, LLC
0.04%#4$7.0万809股$00股+809股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#29$6.2万715股$00股+715股新买入
LRI Investments, LLC
<0.01%#19$2.5万295股$00股+295股新买入
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#25$2.4万280股$00股+280股新买入
Berbice Capital Management LLC
0.01%#10$2.2万260股$00股+260股新买入
PFS Partners, LLC
0.01%#12$1.9万225股$00股+225股新买入
锚顾问Ancora Advisors LLC
<0.01%#34$1.7万199股$00股+199股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#42$1.6万184股$00股+184股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#53$1.3万150股$00股+150股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#45$1.2万135股$00股+135股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#39$9,767113股$1311股+112股+11,200.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%#58$9,248107股$00股+107股新买入
Crewe Advisors LLC
<0.01%<0.01%#27$8,643100股$1.3万100股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#52$6,48275股$00股+75股新买入
MARK SHEPTOFF FINANCIAL PLANNING, LLC
<0.01%#14$6,48275股$00股+75股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#41$5,96469股$00股+69股新买入
Winthrop Capital Management, LLC
<0.01%#21$5,09959股$00股+59股新买入
平行顾问Parallel Advisors, LLC
<0.01%#43$4,29649股$00股+49股新买入
Seneschal Advisors, LLC
<0.01%#16$3,45840股$00股+40股新买入
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%#46$3,11236股$00股+36股新买入
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#57$3,01035股$4,37535股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#54$1,98723股$3,14424股-1股-4.17%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%#44$1,90122股$00股+22股新买入

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