13FBOX
ZACKS SMALL/MID CAP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
Z

ZACKS SMALL/MID CAP ETF

SMIZ
持有机构数
74
机构合计市值 (Q2 2026)
$2.42亿
机构合计股数 (Q2 2026)
557.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.1万股
49 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-41.5万股
25 · 6 清仓 · ≈
⚖️ 净额
+94.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.42亿
持有机构数
74
新买入
20
加仓
29
减仓
19
清仓
6
持股不变
6
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
TRUE Private Wealth Advisors
2.99%2.37%#4$3,466.5万77.7万股$2,489.4万67.2万股+10.5万股+15.69%加仓
Avior Wealth Management, LLC
0.97%0.93%#8$3,291.7万88.8万股$3,291.7万88.8万股00.00%持仓不变
Geo 财富管理GeoWealth Management, LLC
0.53%0.39%#13$1,683.7万37.7万股$1,095.4万29.6万股+8.2万股+27.69%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#57$1,308.2万29.3万股$760.8万20.5万股+8.8万股+42.86%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%<0.01%#39$1,187.2万26.6万股$1,48340股+26.6万股+665,055.00%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#48$1,137.0万25.5万股$626.9万16.7万股+8.8万股+52.46%加仓
CreativeOne Wealth, LLC
0.24%0.35%#24$1,091.5万24.5万股$1,526.0万41.2万股-16.7万股-40.58%减仓
CONTINENTAL INVESTORS SERVICES, INC.
8.3%7.17%#1$1,059.2万24.4万股$758.5万17.9万股+6.5万股+36.36%加仓
Sanchez Wealth Management Group
1.71%1.7%#5$973.1万21.8万股$785.8万21.2万股+6,111股+2.88%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#59$954.8万21.4万股$399.8万10.8万股+10.6万股+98.40%加仓
Strive Financial Group ,LLC
3.98%0.81%#3$918.3万20.6万股$152.9万4.1万股+16.4万股+397.76%加仓
Koshinski Asset Management, Inc.
0.35%0.32%#19$661.4万14.8万股$513.5万13.9万股+9,709股+7.01%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.17%0.32%#28$508.2万11.4万股$430.6万11.6万股-2,508股-2.15%减仓
Strategic Blueprint, LLC
0.18%0.16%#26$353.9万7.9万股$271.6万7.3万股+6,067股+8.28%加仓
咨询服务网络Advisory Services Network, LLC
0.04%0.04%#42$340.5万7.6万股$289.2万7.8万股-1,709股-2.19%减仓
Maia Wealth LLC
0.47%0.4%#15$321.3万7.2万股$239.2万6.5万股+7,502股+11.63%加仓
M1 Capital Management LLC
1.19%1.2%#7$321.0万7.2万股$261.0万7.0万股+1,529股+2.17%加仓
Navigation Wealth Management, Inc.
4.14%7.85%#2$300.4万6.7万股$217.8万5.9万股+8,573股+14.59%加仓
Balboa Wealth Partners
0.33%0.39%#20$243.8万5.5万股$235.0万6.3万股-8,755股-13.81%减仓
FOCUSED ALPHA, LLC
0.62%#11$240.4万5.4万股$00股+5.4万股新买入
Advyzon Investment Management, LLC
0.17%0.15%#27$233.0万5.2万股$169.4万4.6万股+6,511股+14.25%加仓
Prosperity Financial Group, Inc.
0.72%0.7%#9$231.0万5.2万股$189.9万5.1万股+540股+1.05%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%<0.01%#47$212.2万4.8万股$1.3万356股+4.7万股+13,257.58%加仓
Alteri Wealth LLC
0.5%0.51%#14$182.5万4.1万股$155.9万4.2万股-1,139股-2.71%减仓
Golden State Wealth Management, LLC
0.16%#29$177.0万4.0万股$00股+4.0万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#67$173.6万3.9万股$00股+3.9万股新买入
Ignite Planners, LLC
0.21%0.19%#25$153.5万3.4万股$121.0万3.2万股+1,987股+6.13%加仓
EJMK Ventures LLC
0.66%0.83%#10$145.6万3.3万股$149.1万4.0万股-7,585股-18.86%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$143.5万3.2万股$108.0万2.9万股+3,043股+10.45%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.02%#46$134.2万3.0万股$00股+3.0万股新买入
Rothschild Wealth LLC
0.1%#35$123.2万2.8万股$00股+2.8万股新买入
Paragon Private Wealth Management, LLC
0.31%0.32%#22$118.7万2.7万股$101.0万2.7万股-640股-2.35%减仓
Wayfinding Financial, LLC
0.43%2.4%#17$113.0万2.5万股$553.8万14.9万股-12.4万股-83.04%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#63$105.8万2.4万股$95.6万2.6万股-2,078股-8.06%减仓
Westside Investment Management, Inc.
0.13%0.12%#33$100.9万2.3万股$77.8万2.1万股+1,690股+8.08%加仓
Faithward Advisors, LLC
0.12%0.12%#34$99.7万2.2万股$82.6万2.2万股+59股+0.26%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#52$97.0万2.2万股$80.4万2.2万股+38股+0.18%加仓
PKS Advisory Services, LLC
0.15%#31$94.0万2.1万股$00股+2.1万股新买入
Axim Planning & Wealth
1.31%0.98%#6$93.3万2.1万股$81.1万2.2万股-953股-4.36%减仓
GK Wealth Management LLC
0.45%#16$86.2万1.9万股$00股+1.9万股新买入
Stirlingshire Investments, Inc.
0.6%0.6%#12$81.5万1.8万股$68.5万1.8万股-233股-1.26%减仓
UNIQUE WEALTH, LLC
0.08%0.08%#38$71.4万1.6万股$54.8万1.5万股+1,222股+8.27%加仓
Simplicity Wealth,LLC
0.02%0.04%#45$71.2万1.6万股$64.4万1.7万股-1,424股-8.19%减仓
Vantus Wealth LLC
0.38%#18$70.1万1.6万股$00股+1.6万股新买入
Revisor Wealth Management LLC
0.16%0.1%#30$66.3万1.5万股$35.7万9,641股+5,218股+54.12%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#49$66.2万1.5万股$48.6万1.3万股+1,723股+13.14%加仓
Carter Financial Group, INC.
0.3%0.3%#23$58.5万1.3万股$48.5万1.3万股+11股+0.08%加仓
Vann Equity Management LLC
0.32%#21$53.4万1.2万股$00股+1.2万股新买入
Rossby Financial, LCC
0.08%0.08%#37$46.0万1.0万股$38.6万1.0万股00.00%持仓不变
Latitude Advisors, LLC
0.14%0.1%#32$34.3万7,685股$20.8万5,620股+2,065股+36.74%加仓

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