13FBOX
富达·MERRIMACK STR TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MERRIMACK STR TR

FIDELITY MERRIMACK STR TRFMUB
持有机构数
34
机构合计市值 (Q2 2026)
$7,041.8万
机构合计股数 (Q2 2026)
137.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.8万股
29 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-122.1万股
6 · 3 清仓 · ≈
⚖️ 净额
-79.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,041.8万
持有机构数
34
新买入
11
加仓
18
减仓
3
清仓
3
持股不变
2
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%0.01%#13$1,648.6万32.1万股$811.9万16.0万股+16.0万股+99.88%加仓
Wealth Alliance Advisory Group, LLC
2.13%2.28%#2$1,469.3万28.6万股$1,439.1万28.4万股+1,435股+0.50%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#31$675.7万13.1万股$414.7万8.2万股+4.9万股+59.93%加仓
Advyzon Investment Management, LLC
0.29%0.23%#5$398.8万7.8万股$261.3万5.2万股+2.6万股+50.25%加仓
Clarity Retirement & Wealth, LLC
2.55%2.73%#1$370.3万7.2万股$338.6万6.7万股+5,135股+7.68%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.03%0.03%#12$296.6万5.8万股$302.2万6.0万股-2,023股-3.39%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$258.3万5.0万股$76.5万1.5万股+3.5万股+232.16%加仓
HICKS CAPITAL MANAGEMENT LLC
2.1%1.68%#3$256.3万5.0万股$167.5万3.3万股+1.7万股+50.65%加仓
IHT 财富管理IHT Wealth Management, LLC
0.04%0.01%#8$179.0万3.5万股$61.3万1.2万股+2.3万股+187.49%加仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#14$162.6万3.2万股$132.2万2.6万股+5,497股+21.04%加仓
Avidian Wealth Enterprises, LLC
0.04%0.05%#7$145.5万2.8万股$143.2万2.8万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$110.3万2.1万股$71.6万1.4万股+7,324股+51.81%加仓
Landmark Wealth Management, LLC
0.25%0.27%#6$104.4万2.0万股$102.5万2.0万股+43股+0.21%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.01%0.01%#20$101.8万2.0万股$89.9万1.8万股+2,046股+11.52%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$93.2万1.8万股$64.1万1.3万股+5,452股+43.02%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#32$89.2万1.7万股$00股+1.7万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#21$73.4万1.4万股$67.7万1.3万股+852股+6.37%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#34$72.0万1.4万股$103.4万2.0万股-6,429股-31.47%减仓
GAINLINE FINANCIAL PARTNERS, LLC
0.65%#4$69.5万1.4万股$00股+1.4万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#19$66.6万1.3万股$00股+1.3万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#30$63.3万1.2万股$27.3万5,392股+6,916股+128.26%加仓
PFG Advisors
0.03%0.03%#10$53.4万1.0万股$52.2万1.0万股+80股+0.78%加仓
Elequin 资本Elequin Capital, LP
0.01%#16$50.2万9,759股$00股+9,759股新买入
FIFTH THIRD SECURITIES, INC.
0.03%0.02%#11$46.8万9,095股$25.2万4,975股+4,120股+82.81%加仓
AdvisorNet Financial, Inc
0.02%#15$38.1万7,412股$00股+7,412股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#24$31.9万6,199股$31.4万6,199股00.00%持仓不变
Physician Wealth Advisors, Inc.
0.04%#9$31.3万6,087股$00股+6,087股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%#27$23.5万4,572股$00股+4,572股新买入
Inspire Advisors, LLC
0.01%0.02%#17$21.5万4,175股$21.5万4,241股-66股-1.56%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#28$12.3万2,394股$00股+2,394股新买入
IFP顾问IFP Advisors, Inc
<0.01%#23$10.3万2,000股$00股+2,000股新买入
Clearstead顾问Clearstead Advisors, LLC
<0.01%#26$10.1万1,961股$00股+1,961股新买入
MCF 顾问MCF Advisors LLC
<0.01%<0.01%#22$6.6万1,280股$4.5万880股+400股+45.45%加仓
Roxbury Financial LLC
0.01%#18$1.5万300股$00股+300股新买入

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