13FBOX
MANAGED PORTFOLIO SER · 13F 机构持仓分析
期权收益计算器 机构排行
M

MANAGED PORTFOLIO SER

KAMO
持有机构数
23
机构合计市值 (Q2 2026)
$7,147.7万
机构合计股数 (Q2 2026)
290.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+106.6万股
13 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.3万股
15 · 6 清仓 · ≈
⚖️ 净额
+86.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,147.7万
持有机构数
23
新买入
5
加仓
8
减仓
9
清仓
6
持股不变
1
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
LPL金融LPL Financial LLC
0.01%#16$2,286.5万92.8万股$00股+92.8万股新买入
AssetMarkASSETMARK, INC
0.03%0.03%#8$1,786.9万72.5万股$1,566.1万63.5万股+9.1万股+14.28%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.25%0.27%#3$834.8万33.9万股$796.6万32.3万股+1.6万股+4.96%加仓
HERITAGE OAK WEALTH ADVISORS LLC
1.99%2.22%#1$676.0万27.4万股$698.4万28.3万股-8,643股-3.05%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$366.6万14.9万股$400.9万16.2万股-1.4万股-8.41%减仓
LEUTHOLD GROUP, LLC
0.2%0.21%#4$200.5万8.1万股$201.3万8.2万股-178股-0.22%减仓
Atria投资Atria Investments, Inc
0.02%0.02%#11$196.9万8.0万股$169.8万6.9万股+1.1万股+16.14%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#10$120.6万4.9万股$113.9万4.6万股+2,800股+6.07%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#14$116.2万4.7万股$145.7万5.9万股-1.2万股-20.10%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.02%#12$105.8万4.3万股$106.5万4.3万股-231股-0.54%减仓
MGO资本MGO ONE SEVEN LLC
0.02%0.02%#13$94.6万3.8万股$91.7万3.7万股+1,204股+3.24%加仓
Strategic Blueprint, LLC
0.03%0.04%#7$69.9万2.8万股$74.7万3.0万股-1,922股-6.35%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#20$61.7万2.5万股$53.7万2.2万股+3,266股+15.00%加仓
Legacy Wealth Partners, LLC
0.14%0.14%#5$61.5万2.5万股$56.4万2.3万股+2,132股+9.33%加仓
Fulcrum Equity Management
0.52%0.56%#2$57.7万2.3万股$57.7万2.3万股00.00%持仓不变
Balefire, LLC
0.07%0.09%#6$45.0万1.8万股$46.5万1.9万股-563股-2.99%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#15$38.0万1.5万股$39.9万1.6万股-750股-4.64%减仓
United Advisor Group, LLC
0.02%#9$23.3万9,401股$00股+9,401股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#23$1.9万756股$4.6万1,873股-1,117股-59.64%减仓
Continuum Advisory, LLC
<0.01%#18$1.7万686股$00股+686股新买入
Rossby Financial, LCC
<0.01%<0.01%#17$8,107329股$4,735192股+137股+71.35%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#22$6,109248股$00股+248股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#21$1,87376股$00股+76股新买入

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