13FBOX
STRATEGY SHS · 13F 机构持仓分析
期权收益计算器 机构排行
S

STRATEGY SHS

ESUM
持有机构数
39
机构合计市值 (Q2 2026)
$1.33亿
机构合计股数 (Q2 2026)
434.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+44.1万股
27 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-143.4万股
13 · 4 清仓 · ≈
⚖️ 净额
-99.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.33亿
持有机构数
39
新买入
5
加仓
22
减仓
9
清仓
4
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
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.06%0.06%#18$3,524.4万115.4万股$2,525.6万95.6万股+19.9万股+20.81%加仓
Strategic Equity Management
5.58%5.16%#1$1,662.7万54.3万股$1,372.9万52.4万股+1.8万股+3.49%加仓
O'Connor Financial Group LLC
5.37%5.31%#2$1,519.5万49.6万股$1,298.8万49.6万股-104股-0.02%减仓
MONEYWISE, INC.
3.32%3.17%#3$890.9万29.1万股$726.5万27.8万股+1.3万股+4.79%加仓
Legacy Wealth Asset Management, LLC
1.76%1.59%#4$800.3万26.1万股$655.2万25.0万股+1.1万股+4.39%加仓
PAX Financial Group, LLC
0.74%0.72%#6$500.7万16.3万股$421.0万16.1万股+2,630股+1.64%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.1%0.07%#14$491.8万16.1万股$309.4万11.8万股+4.2万股+35.82%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#32$449.8万14.7万股$368.7万14.1万股+5,972股+4.24%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#25$364.5万11.9万股$295.5万11.3万股+6,104股+5.41%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#29$363.7万12.1万股$212.6万8.3万股+3.8万股+46.38%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#23$339.9万11.1万股$283.2万10.8万股+2,803股+2.59%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.14%0.14%#11$299.3万9.8万股$232.1万8.9万股+9,037股+10.19%加仓
OneAscent Financial Services LLC
0.11%0.1%#13$233.3万7.6万股$185.5万7.1万股+5,279股+7.45%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.08%0.07%#16$229.9万7.5万股$223.6万8.5万股-1.0万股-12.14%减仓
SageOak Financial, LLC
1.2%1.12%#5$183.8万6.0万股$159.9万6.1万股-1,064股-1.74%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#24$176.9万5.8万股$124.1万4.7万股+1.0万股+21.78%加仓
First Heartland Consultants, Inc.
0.11%0.11%#12$172.5万5.6万股$147.2万5.6万股+83股+0.15%加仓
CreativeOne Wealth, LLC
0.03%0.86%#20$154.0万5.0万股$3,710.5万141.7万股-136.7万股-96.45%减仓
IFP顾问IFP Advisors, Inc
0.03%0.03%#21$146.2万4.8万股$124.1万4.7万股+317股+0.67%加仓
Strategic Blueprint, LLC
0.07%0.07%#17$140.7万4.6万股$121.1万4.6万股-322股-0.70%减仓
Values First Advisors, Inc.
0.55%0.41%#7$121.4万4.0万股$79.5万3.0万股+9,262股+30.50%加仓
GTS SECURITIES LLC
0.02%#22$75.4万2.5万股$00股+2.5万股新买入
Betterment智能投顾Betterment LLC
<0.01%<0.01%#33$56.3万1.8万股$47.0万1.8万股+419股+2.33%加仓
Harvest Investment Services, LLC
0.08%0.09%#15$52.8万1.7万股$48.8万1.9万股-1,427股-7.65%减仓
Meriwether Wealth & Planning, LLC
0.22%0.21%#9$44.7万1.5万股$38.6万1.5万股-164股-1.11%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%<0.01%#26$44.5万1.5万股$30.4万1.2万股+2,918股+25.14%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#37$39.0万1.3万股$00股+1.3万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#38$34.8万1.1万股$00股+1.1万股新买入
Atria投资Atria Investments, Inc
<0.01%<0.01%#27$33.4万1.1万股$32.8万1.3万股-1,631股-13.00%减仓
BAM Wealth Management, LLC
0.2%0.2%#10$31.9万1.0万股$27.4万1.0万股-47股-0.45%减仓
Security Financial Services, INC.
0.04%0.04%#19$29.9万9,749股$23.6万9,016股+733股+8.13%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$26.6万8,688股$9.8万3,754股+4,934股+131.43%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#31$26.6万8,668股$20.9万7,987股+681股+8.53%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%#30$20.9万6,806股$00股+6,806股新买入
LGT Financial Advisors LLC
0.53%0.44%#8$10.0万3,248股$8.5万3,248股00.00%持仓不变
SILVER OAK SECURITIES, INCORPORATED
<0.01%<0.01%#28$3.2万1,057股$2,22585股+972股+1,143.53%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#34$2.4万789股$00股+789股新买入
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#39$8,271270股$7,069270股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#35$6,862224股$5,864224股00.00%持仓不变

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