13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUN

SVOL
持有机构数
72
机构合计市值 (Q2 2026)
$6,166.4万
机构合计股数 (Q2 2026)
385.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.2万股
40 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-74.6万股
42 · 19 清仓 · ≈
⚖️ 净额
-17.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,166.4万
持有机构数
72
新买入
10
加仓
30
减仓
23
清仓
19
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
AE财富管理AE Wealth Management LLC
0.06%0.06%#25$1,263.7万78.8万股$1,073.7万70.0万股+8.8万股+12.56%加仓
Owen LaRue, LLC
2.58%1.37%#1$742.6万46.3万股$357.1万23.3万股+23.0万股+98.85%加仓
Elevated Capital Advisors, LLC
1.53%1.18%#3$555.3万34.6万股$467.3万30.5万股+4.2万股+13.65%加仓
Key Capital Management, INC
1.54%1.73%#2$298.2万18.6万股$261.5万17.1万股+1.5万股+9.05%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#54$297.1万18.5万股$311.0万20.3万股-1.8万股-8.65%减仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.1%0.12%#20$259.2万16.2万股$272.5万17.8万股-1.6万股-9.06%减仓
One 资本管理One Capital Management, LLC
0.06%0.05%#26$199.0万13.0万股$199.0万13.0万股00.00%持仓不变
HOWARD BAILEY SECURITIES, LLC
0.74%0.77%#4$197.7万12.3万股$186.6万12.2万股+1,623股+1.33%加仓
Park Edge Advisors, LLC
0.4%0.35%#9$191.0万11.9万股$149.8万9.8万股+2.1万股+21.89%加仓
B.O.S.S. Retirement Advisors, LLC
0.47%0.47%#8$174.5万10.9万股$153.8万10.0万股+8,558股+8.54%加仓
FSA Advisors, Inc.
0.72%0.87%#5$158.0万9.9万股$132.0万8.6万股+1.2万股+14.49%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#43$116.5万7.3万股$125.1万8.2万股-8,899股-10.91%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#59$109.9万6.9万股$150.3万9.8万股-2.9万股-30.06%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$108.8万6.8万股$188.8万12.3万股-5.5万股-44.86%减仓
Authentikos Wealth Advisory, LLC
0.59%0.63%#6$93.2万5.8万股$92.7万6.0万股-2,318股-3.84%减仓
Blackston Financial Advisory Group, LLC
0.51%0.51%#7$91.0万5.7万股$81.2万5.3万股+3,769股+7.12%加仓
Tactive Advisors, LLC
0.21%0.25%#14$83.6万5.2万股$88.8万5.8万股-5,751股-9.94%减仓
Beacon Capital Management, LLC
0.12%0.19%#18$83.3万5.2万股$108.5万7.1万股-1.9万股-26.62%减仓
Cambridge Advisors Inc.
0.14%0.15%#16$82.8万5.2万股$75.9万4.9万股+2,117股+4.28%加仓
Mosley Wealth Management
0.24%0.08%#13$74.1万4.6万股$18.6万1.0万股+3.6万股+347.20%加仓
Legacy Wealth Managment, LLC/ID
0.3%0.76%#12$71.9万4.5万股$153.3万10.0万股-5.5万股-55.16%减仓
GREENBERG FINANCIAL GROUP
0.4%0.29%#10$71.1万4.6万股$71.1万4.6万股00.00%持仓不变
Discipline Wealth Solutions, LLC
0.06%0.06%#22$70.0万4.4万股$53.7万3.5万股+8,592股+24.53%加仓
Networth Advisors, LLC
0.38%0.39%#11$65.7万4.1万股$55.4万3.6万股+4,840股+13.40%加仓
Sigma Planning Corp
0.02%0.02%#31$64.7万4.0万股$59.6万3.9万股+1,476股+3.80%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#46$63.8万4.0万股$49.9万3.3万股+7,274股+22.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$62.3万3.9万股$50.8万3.3万股+5,692股+17.18%加仓
Maridea Wealth Management LLC
0.06%0.06%#24$54.5万3.4万股$39.3万2.6万股+8,417股+32.90%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#60$47.7万3.0万股$50.8万3.3万股-3,373股-10.19%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#65$35.4万2.2万股$16.9万1.1万股+1.1万股+100.41%加仓
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#38$33.2万2.1万股$46.1万3.0万股-9,371股-31.19%减仓
Lloyd Advisory Services, LLC.
0.13%#17$32.7万2.0万股$00股+2.0万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#36$29.7万1.9万股$28.4万1.9万股-4股-0.02%减仓
SILVER OAK SECURITIES, INCORPORATED
0.02%#30$28.8万1.8万股$00股+1.8万股新买入
旧使命资本OLD MISSION CAPITAL LLC
<0.01%<0.01%#37$27.3万1.7万股$15.6万1.0万股+6,853股+67.52%加仓
Fiduciary Alliance LLC
0.01%0.01%#33$22.0万1.4万股$21.7万1.4万股+147股+1.08%加仓
Ignite Planners, LLC
0.03%0.03%#29$20.7万1.3万股$17.3万1.1万股+1,595股+14.13%加仓
Decker Retirement Planning Inc.
0.07%0.08%#21$19.2万1.2万股$17.7万1.2万股+396股+3.42%加仓
ZAZOVE ASSOCIATES LLC
0.01%0.01%#34$17.5万1.1万股$16.7万1.1万股00.00%持仓不变
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
<0.01%<0.01%#39$17.2万1.1万股$15.6万1.0万股+546股+5.37%加仓
Stirlingshire Investments, Inc.
0.12%0.3%#19$16.3万1.0万股$34.0万2.2万股-1.2万股-54.23%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#49$16.0万1.0万股$15.3万1.0万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#47$15.3万9,524股$15.6万1.0万股-634股-6.24%减仓
Luminist Capital LLC
0.16%0.14%#15$14.9万9,415股$10.5万6,853股+2,562股+37.39%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.04%#27$10.0万6,230股$00股+6,230股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#51$7.5万4,702股$12.4万8,112股-3,410股-42.04%减仓
Strive Financial Group ,LLC
0.03%0.03%#28$7.3万4,547股$6.4万3,622股+925股+25.54%加仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#41$6.2万3,837股$8.5万5,566股-1,729股-31.06%减仓
POM Investment Strategies, LLC
0.06%0.14%#23$5.3万3,300股$11.4万7,428股-4,128股-55.57%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#68$5.2万3,293股$3.9万2,551股+742股+29.09%加仓

🧭 机构资金流板块热力图

净流出 净流入