13FBOX
ETF系列解决方案 · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF系列解决方案

ETF SER SOLUTIONSSPDV
持有机构数
38
机构合计市值 (Q2 2026)
$5,137.4万
机构合计股数 (Q2 2026)
134.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+31.8万股
19 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.5万股
17 · 3 清仓 · ≈
⚖️ 净额
+27.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,137.4万
持有机构数
38
新买入
5
加仓
14
减仓
14
清仓
3
持股不变
5
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
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.01%#8$1,408.0万36.5万股$884.9万23.8万股+12.8万股+53.70%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#17$785.6万20.4万股$629.7万16.9万股+3.5万股+20.52%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#12$752.3万19.5万股$660.0万17.7万股+1.8万股+10.12%加仓
Western 财富管理Western Wealth Management, LLC
0.15%0.13%#3$451.0万11.7万股$329.3万8.8万股+2.9万股+32.28%加仓
Pine Valley Investments Ltd Liability Co
0.09%0.1%#6$237.0万6.1万股$222.6万6.0万股+1,697股+2.84%加仓
Virginia Estate & Retirement Planning Advisors Inc.
2.75%#1$228.1万7.5万股$00股+7.5万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#24$187.5万4.9万股$169.1万4.5万股+3,228股+7.11%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.03%0.04%#7$133.9万3.5万股$110.4万3.0万股+5,093股+17.17%加仓
Aviance Capital Partners, LLC
0.13%0.14%#5$128.1万3.3万股$122.1万3.3万股+445股+1.36%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#18$113.1万2.9万股$111.1万3.0万股-497股-1.67%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$67.7万1.8万股$109.2万2.9万股-1.2万股-40.13%减仓
Key Client Fiduciary Advisors, LLC
0.18%0.21%#2$60.9万1.6万股$62.0万1.7万股-843股-5.06%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#21$50.3万1.3万股$82.3万2.2万股-9,054股-40.93%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#25$44.1万1.1万股$44.5万1.2万股-500股-4.18%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$43.1万1.1万股$39.8万1.1万股+512股+4.79%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#16$40.4万1.0万股$00股+1.0万股新买入
Strait & Sound Wealth Management LLC
0.14%0.14%#4$39.8万1.0万股$38.7万1.0万股-58股-0.56%减仓
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.01%0.01%#10$38.7万1.0万股$37.3万1.0万股00.00%持仓不变
贝克大道资管Baker Avenue Asset Management, LP
0.01%0.01%#11$38.5万1.0万股$37.2万1.0万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#32$37.5万9,729股$00股+9,729股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$34.6万8,991股$46.6万1.3万股-3,519股-28.13%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#26$33.6万8,726股$34.6万9,294股-568股-6.11%减仓
PFG 投资PFG Investments, LLC
0.01%0.01%#9$32.1万8,328股$30.9万8,310股+18股+0.22%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#14$27.5万7,147股$26.6万7,142股+5股+0.07%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#19$27.2万7,064股$17.4万4,685股+2,379股+50.78%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$25.2万6,531股$23.4万6,750股-219股-3.24%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#22$22.7万5,882股$24.1万6,467股-585股-9.05%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#15$22.4万5,822股$30.6万8,219股-2,397股-29.16%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#34$10.4万2,671股$11.9万3,225股-554股-17.18%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#13$6.8万1,764股$6.5万1,750股+14股+0.80%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#23$3.5万900股$3.4万900股00.00%持仓不变
顾问资产管理Advisors Asset Management, Inc.
<0.01%#27$2.0万512股$00股+512股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#29$1.6万421股$2.2万586股-165股-28.16%减仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#28$1.4万375股$1.4万375股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#38$3,902101股$1,72246股+55股+119.57%加仓
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#35$1,07928股$1,22933股-5股-15.15%减仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#36$38510股$37210股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#37$391股$00股+1股新买入

🧭 机构资金流板块热力图

净流出 净流入