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

SPD
持有机构数
45
机构合计市值 (Q2 2026)
$6,458.8万
机构合计股数 (Q2 2026)
155.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+9.3万股
21 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.9万股
20 · 5 清仓 · ≈
⚖️ 净额
-16.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,458.8万
持有机构数
45
新买入
7
加仓
14
减仓
15
清仓
5
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#23$1,194.3万28.8万股$1,051.0万28.9万股-1,062股-0.37%减仓
Authentikos Wealth Advisory, LLC
4.79%4.87%#2$750.8万18.1万股$720.9万19.8万股-1.7万股-8.69%减仓
AE财富管理AE Wealth Management LLC
0.03%0.04%#19$743.6万17.9万股$659.7万18.1万股-2,117股-1.17%减仓
Independent Wealth Advisors LLC
5.62%5.32%#1$620.6万15.0万股$541.5万14.9万股+730股+0.49%加仓
EVOLUTION WEALTH MANAGEMENT INC.
3.31%3.48%#3$562.9万13.6万股$475.7万13.1万股+4,909股+3.75%加仓
Ironsides Asset Advisors, LLC
1.12%1.05%#4$479.6万11.6万股$420.4万11.6万股+20股+0.02%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#32$308.0万7.4万股$866.7万23.8万股-16.4万股-68.84%减仓
Austin Wealth Management, LLC
0.46%0.4%#6$216.8万5.3万股$176.5万4.8万股+4,522股+9.39%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#27$172.1万4.1万股$150.9万4.1万股00.00%持仓不变
Lloyd Advisory Services, LLC.
0.65%0.02%#5$169.0万4.1万股$6.9万1,885股+3.9万股+2,060.85%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#36$136.6万3.3万股$100.1万2.8万股+5,385股+19.56%加仓
Park Edge Advisors, LLC
0.27%0.25%#11$127.6万3.1万股$108.4万3.0万股+962股+3.23%加仓
ENTREWEALTH, LLC
0.38%0.24%#9$103.2万2.4万股$53.1万1.5万股+9,582股+65.60%加仓
Elevated Capital Advisors, LLC
0.25%0.22%#13$91.5万2.2万股$85.9万2.4万股-1,567股-6.63%减仓
B.O.S.S. Retirement Advisors, LLC
0.24%0.25%#14$90.4万2.2万股$80.9万2.2万股-457股-2.05%减仓
Compound Planning, Inc.
0.02%0.04%#21$82.8万2.0万股$125.7万3.5万股-1.5万股-42.27%减仓
Fiduciary Alliance LLC
0.05%0.05%#18$79.8万1.9万股$74.8万1.9万股+2股+0.01%加仓
HOWARD BAILEY SECURITIES, LLC
0.27%0.26%#12$70.8万1.7万股$64.0万1.8万股-544股-3.09%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.03%0.04%#20$67.3万1.6万股$59.0万1.6万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.03%#26$55.5万1.3万股$174.7万4.8万股-3.5万股-72.14%减仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#29$51.5万1.2万股$00股+1.2万股新买入
McCartney Wealth Management LLC
0.34%0.33%#10$45.0万1.1万股$39.5万1.1万股00.00%持仓不变
Integrated Wealth Management
0.4%0.37%#7$37.6万9,071股$32.0万8,811股+260股+2.95%加仓
Dynamic Advisor Solutions LLC
0.01%0.01%#25$33.9万8,166股$29.7万8,166股00.00%持仓不变
Centennial Advisors, LLC
0.39%0.36%#8$32.9万7,925股$28.7万7,881股+44股+0.56%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.14%#15$32.4万7,806股$00股+7,806股新买入
LifeWealth Investments, LLC
0.07%0.1%#17$27.9万6,722股$32.4万8,904股-2,182股-24.51%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$24.4万5,886股$21.3万5,847股+39股+0.67%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#37$20.2万4,862股$00股+4,862股新买入
Montgomery Financial Services LLC
0.09%#16$10.1万2,435股$00股+2,435股新买入
Kingdom Financial Group LLC.
0.02%0.02%#22$7.3万1,766股$6.9万1,885股-119股-6.31%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#41$3.1万737股$2.9万745股-8股-1.07%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$2.9万700股$2.5万700股00.00%持仓不变
Networth Advisors, LLC
0.01%0.02%#24$2.5万614股$2.3万619股-5股-0.81%减仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#33$9,582231股$8,401231股00.00%持仓不变
Quest 10 Wealth Builders, Inc.
0.01%0.02%#28$8,255199股$2.1万580股-381股-65.69%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#35$6,139148股$5,383148股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#44$4,770115股$2,98282股+33股+40.24%加仓
Decker Retirement Planning Inc.
<0.01%#30$4,770115股$00股+115股新买入
Noble Wealth Management PBC
<0.01%<0.01%#31$2,28155股$2,00055股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#39$2,18953股$00股+53股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#38$1,84945股$1,61744股+1股+2.27%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#45$1,03725股$00股+25股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#43$3739股$3279股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#42$1243股$2.5万693股-690股-99.57%减仓

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