13FBOX
INNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027 · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027

TJUL
持有机构数
74
机构合计市值 (Q2 2026)
$7,963.4万
机构合计股数 (Q2 2026)
263.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8.8万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.7万股
44 · 14 清仓 · ≈
⚖️ 净额
-31.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,963.4万
持有机构数
74
新买入
6
加仓
11
减仓
30
清仓
14
持股不变
27
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#28$1,744.1万57.7万股$1,711.8万58.3万股-6,037股-1.04%减仓
Legacy CG, LLC
4.37%4.5%#1$1,706.4万56.4万股$1,620.7万55.2万股+1.2万股+2.26%加仓
Brookstone资本管理Brookstone Capital Management
0.04%0.06%#21$381.9万12.6万股$531.7万18.1万股-5.5万股-30.24%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$271.5万9.0万股$302.5万10.3万股-1.3万股-12.83%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#45$219.9万7.3万股$264.1万9.0万股-1.7万股-19.13%减仓
KFG WEALTH MANAGEMENT, LLC
0.24%0.3%#6$211.2万7.0万股$235.6万8.0万股-1.0万股-12.91%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#51$202.3万6.7万股$205.0万7.0万股-2,896股-4.15%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#64$191.0万6.3万股$161.4万5.5万股+8,228股+14.97%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#50$163.0万5.4万股$263.8万9.0万股-3.6万股-39.97%减仓
Syntegra Private Wealth Group, LLC
0.13%0.16%#11$162.8万5.4万股$173.1万5.9万股-5,097股-8.65%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#43$162.4万5.4万股$205.0万7.0万股-1.6万股-23.05%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#55$135.5万4.5万股$121.2万4.1万股+3,559股+8.62%加仓
Diligent Investors, LLC
0.29%0.37%#5$129.0万4.3万股$147.7万5.0万股-7,650股-15.20%减仓
MTM FINANCIAL GROUP, LLC
0.53%0.66%#2$123.2万4.1万股$140.3万4.8万股-7,019股-14.69%减仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#38$110.3万3.6万股$107.1万3.6万股00.00%持仓不变
Cypress Wealth Services, LLC
0.13%0.14%#10$105.4万3.5万股$102.4万3.5万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$103.8万3.4万股$95.8万3.3万股+1,703股+5.22%加仓
MGO资本MGO ONE SEVEN LLC
0.02%0.02%#31$102.8万3.4万股$103.5万3.5万股-1,265股-3.59%减仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.04%#22$94.6万3.1万股$93.2万3.2万股-470股-1.48%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#53$74.6万2.5万股$67.6万2.3万股+1,657股+7.19%加仓
Trek Financial, LLC
0.03%0.04%#25$72.3万2.4万股$71.1万2.4万股-281股-1.16%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#41$72.0万2.4万股$75.3万2.6万股-1,768股-6.91%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#57$67.1万2.2万股$64.8万2.2万股+160股+0.73%加仓
Atlantic Private Wealth, LLC
0.4%0.44%#4$65.8万2.2万股$66.9万2.3万股-1,045股-4.58%减仓
Spire 财富管理Spire Wealth Management
0.02%0.02%#29$65.6万2.2万股$66.6万2.3万股-996股-4.39%减仓
CENTRAL VALLEY ADVISORS, LLC
0.17%0.17%#8$65.5万2.2万股$63.6万2.2万股00.00%持仓不变
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#35$65.2万2.2万股$00股+2.2万股新买入
Tempo Wealth, LLC
0.1%0.11%#12$64.6万2.1万股$62.7万2.1万股00.00%持仓不变
Main Street Financial Solutions, LLC
0.03%#24$56.3万1.9万股$00股+1.9万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#62$48.6万1.6万股$47.3万1.6万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$48.0万1.6万股$53.5万1.8万股-2,331股-12.80%减仓
INTEGRITY ALLIANCE, LLC.
0.01%0.02%#33$46.7万1.5万股$46.0万1.6万股-232股-1.48%减仓
GWN SECURITIES INC.
0.08%0.08%#15$45.6万1.5万股$44.3万1.5万股-3股-0.02%减仓
Sound Income Strategies, LLC
0.02%0.02%#30$43.2万1.4万股$42.1万1.4万股00.00%持仓不变
Three Seasons Wealth, LLC
0.04%0.15%#23$41.1万1.4万股$39.9万1.4万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#56$38.5万1.3万股$35.2万1.2万股+750股+6.25%加仓
Beacon Financial Advisory LLC
0.07%0.08%#17$36.1万1.2万股$35.0万1.2万股00.00%持仓不变
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#59$35.4万1.2万股$27.1万9,241股+2,476股+26.79%加仓
Maia Wealth LLC
0.05%0.06%#20$32.0万1.1万股$37.9万1.3万股-2,303股-17.87%减仓
AE财富管理AE Wealth Management LLC
<0.01%0.01%#54$31.3万1.0万股$179.5万6.1万股-5.1万股-83.09%减仓
Castle Rock Wealth Management, LLC
0.06%0.07%#18$31.1万1.0万股$31.1万1.1万股-266股-2.52%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#61$29.6万9,794股$28.8万9,794股00.00%持仓不变
Pine Harbor Wealth Management, LLC
0.08%0.08%#16$28.5万9,414股$27.6万9,414股00.00%持仓不变
Tradition Wealth Management, LLC
0.02%0.02%#32$27.5万9,092股$29.6万1.0万股-1,000股-9.91%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#72$27.3万9,035股$24.9万8,464股+571股+6.75%加仓
共同顾问Mutual Advisors, LLC
<0.01%0.01%#46$26.1万8,629股$25.3万8,629股00.00%持仓不变
Sigma Planning Corp
0.01%0.01%#39$25.2万8,337股$24.5万8,337股00.00%持仓不变
Prostatis Group LLC
0.06%0.07%#19$25.1万8,307股$27.1万9,243股-936股-10.13%减仓
BIP Wealth, LLC
0.01%0.01%#37$24.8万8,200股$24.1万8,200股00.00%持仓不变
Patriot Financial Group Insurance Agency, LLC
0.03%0.03%#27$24.5万8,100股$47.6万1.6万股-8,100股-50.00%减仓

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