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

SPYC
持有机构数
36
机构合计市值 (Q2 2026)
$8,961.4万
机构合计股数 (Q2 2026)
196.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.2万股
20 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.6万股
18 · 5 清仓 · ≈
⚖️ 净额
+25.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,961.4万
持有机构数
36
新买入
10
加仓
10
减仓
13
清仓
5
持股不变
3
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
Austin Wealth Management, LLC
6.47%6.04%#1$3,063.9万68.0万股$2,661.6万66.7万股+1.3万股+1.91%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.07%0.09%#12$1,492.0万32.7万股$1,156.7万29.3万股+3.4万股+11.46%加仓
ENTREWEALTH, LLC
4.4%4.2%#2$1,189.9万25.2万股$937.5万23.8万股+1.5万股+6.21%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#18$1,182.3万25.9万股$270.2万6.8万股+19.0万股+278.05%加仓
AE财富管理AE Wealth Management LLC
0.03%0.04%#16$619.8万13.6万股$720.0万18.2万股-4.7万股-25.62%减仓
EVOLUTION WEALTH MANAGEMENT INC.
2.92%2.96%#3$497.1万10.9万股$405.4万10.3万股+6,124股+5.96%加仓
Lloyd Advisory Services, LLC.
0.61%0.02%#4$156.6万3.4万股$6.4万1,630股+3.3万股+2,002.70%加仓
Financial Enhancement Group LLC
0.18%0.18%#8$149.8万3.3万股$145.8万3.4万股-995股-2.94%减仓
Manhattan West Asset Management, LLC
0.11%#11$65.7万1.4万股$00股+1.4万股新买入
Noble Wealth Management PBC
0.27%0.29%#5$60.7万1.3万股$57.3万1.5万股-1,240股-8.54%减仓
Fiduciary Alliance LLC
0.04%0.03%#15$58.1万1.3万股$54.0万1.3万股+19股+0.15%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#27$57.0万1.2万股$44.7万1.1万股+1,152股+10.17%加仓
Elevated Capital Advisors, LLC
0.15%0.13%#9$54.9万1.2万股$50.9万1.3万股-861股-6.68%减仓
B.O.S.S. Retirement Advisors, LLC
0.14%0.14%#10$50.4万1.1万股$44.5万1.1万股-230股-2.04%减仓
HOWARD BAILEY SECURITIES, LLC
0.18%0.17%#7$47.8万1.0万股$42.0万1.1万股-175股-1.65%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#28$34.7万7,600股$00股+7,600股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#24$33.4万7,309股$41.6万1.1万股-3,232股-30.66%减仓
现代财富管理Modern Wealth Management, LLC
<0.01%<0.01%#21$25.4万5,556股$22.1万5,556股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%#26$25.2万5,527股$00股+5,527股新买入
Integrated Wealth Management
0.23%#6$21.7万4,759股$00股+4,759股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#23$19.1万4,178股$10.1万2,558股+1,620股+63.33%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.07%#13$17.0万3,726股$00股+3,726股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#31$14.3万3,132股$12.4万3,132股00.00%持仓不变
Kingdom Financial Group LLC.
0.02%0.02%#17$6.9万1,506股$6.4万1,630股-124股-7.61%减仓
Montgomery Financial Services LLC
0.05%#14$6.0万1,304股$00股+1,304股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#25$3.8万842股$00股+842股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#30$2.4万850股$00股+850股新买入
Networth Advisors, LLC
0.01%0.01%#19$2.0万444股$1.8万453股-9股-1.99%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%#34$1.3万290股$00股+290股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#32$7,857172股$1.9万488股-316股-64.75%减仓
Quest 10 Wealth Builders, Inc.
<0.01%0.02%#20$6,395140股$2.0万505股-365股-72.28%减仓
Decker Retirement Planning Inc.
<0.01%#22$4,796105股$00股+105股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#29$1,94243股$1,67442股+1股+2.38%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$77617股$67017股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%<0.01%#35$4119股$5,289134股-125股-93.28%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#36$962股$6,474151股-149股-98.68%减仓

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