13FBOX
SERIES PORTFOLIOS TR · 13F 机构持仓分析
期权收益计算器 机构排行
S

SERIES PORTFOLIOS TR

CLOX
持有机构数
59
机构合计市值 (Q2 2026)
$1.27亿
机构合计股数 (Q2 2026)
495.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+97.2万股
36 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-26.0万股
18 · 4 清仓 · ≈
⚖️ 净额
+71.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.27亿
持有机构数
59
新买入
10
加仓
26
减仓
14
清仓
4
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
SECURITY BENEFIT LIFE INSURANCE CO /KS/
15.45%15.45%#1$2,941.3万115.0万股$2,941.3万115.0万股00.00%持仓不变
LPL金融LPL Financial LLC
0.01%0.01%#37$2,890.7万112.9万股$2,567.0万100.4万股+12.5万股+12.41%加仓
Copia Wealth Management
4.54%4.57%#2$756.6万29.5万股$664.3万26.0万股+3.6万股+13.69%加仓
Carmel Capital Partners, LLC
2.19%3.52%#4$663.2万25.9万股$976.1万38.2万股-12.3万股-32.17%减仓
Arax顾问Arax Advisory Partners
0.03%0.08%#27$499.0万19.5万股$272.1万10.6万股+8.8万股+83.06%加仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV
2.71%#3$462.5万18.1万股$00股+18.1万股新买入
WESPAC Advisors, LLC
1.99%0.84%#5$407.6万15.9万股$152.8万6.0万股+9.9万股+166.25%加仓
Fortis Group Advisors, LLC
0.63%0.61%#9$396.3万15.5万股$371.2万14.5万股+9,942股+6.87%加仓
Spectrum Asset Management, Inc. (NB/CA)
0.88%0.94%#7$318.6万12.4万股$295.1万11.5万股+8,958股+7.76%加仓
PRIMORIS WEALTH ADVISORS, LLC
1.34%0.22%#6$293.7万11.5万股$31.8万1.2万股+10.2万股+820.88%加仓
Inspire Advisors, LLC
0.16%0.18%#15$230.6万9.0万股$219.9万8.6万股+4,044股+4.70%加仓
WMG Financial Advisors, LLC
0.82%0.96%#8$218.7万8.5万股$229.5万9.0万股-4,350股-4.85%减仓
Hobbs Group Advisors, LLC
0.53%#10$201.7万7.9万股$00股+7.9万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#34$199.7万7.8万股$179.7万7.0万股+7,699股+10.96%加仓
Black Swift Group, LLC
0.23%0.37%#12$159.5万6.2万股$209.6万8.2万股-2.0万股-24.04%减仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.03%0.03%#30$128.1万5.0万股$127.9万5.0万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#53$125.1万4.9万股$67.8万2.7万股+2.2万股+83.99%加仓
GRIFFIN ASSET MANAGEMENT, INC.
0.12%0.07%#19$116.3万4.5万股$63.7万2.5万股+2.1万股+82.43%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%0.04%#31$116.3万4.5万股$114.2万4.5万股+763股+1.71%加仓
Estate Planners Group, LLC
0.47%0.24%#11$102.9万4.0万股$49.1万1.9万股+2.1万股+108.98%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#51$96.6万3.8万股$91.9万3.6万股+1,773股+4.93%加仓
PRIVATE TRUST CO NA
0.06%0.07%#22$81.1万3.2万股$72.8万2.8万股+3,220股+11.32%加仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#32$80.7万3.1万股$83.7万3.3万股-1,236股-3.78%减仓
Silverleafe Capital Partners, LLC
0.19%0.2%#13$68.3万2.7万股$67.4万2.6万股+317股+1.20%加仓
Beverly Hills Private Wealth, LLC
0.13%0.12%#18$66.6万2.6万股$72.5万2.8万股-2,348股-8.28%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#45$65.8万2.6万股$29.0万1.1万股+1.4万股+126.59%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#42$63.6万2.5万股$40.2万1.6万股+9,093股+57.77%加仓
Prostatis Group LLC
0.14%0.16%#16$62.1万2.4万股$61.6万2.4万股+162股+0.67%加仓
Hilltop Holdings Inc.
0.05%#24$61.7万2.4万股$00股+2.4万股新买入
Rockport Wealth LLC
0.1%0.11%#20$60.0万2.3万股$60.3万2.4万股-175股-0.74%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%#38$59.5万2.3万股$00股+2.3万股新买入
B. Riley Wealth Advisors, Inc.
0.03%0.05%#28$58.3万2.3万股$83.1万3.3万股-9,734股-29.95%减仓
Koshinski Asset Management, Inc.
0.03%0.02%#29$58.1万2.3万股$35.3万1.4万股+8,847股+64.03%加仓
Worth Asset Management, LLC
0.17%#14$53.6万2.1万股$00股+2.1万股新买入
Equitable控股Equitable Holdings, Inc.
<0.01%#40$52.8万2.1万股$00股+2.1万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$50.0万2.0万股$48.8万1.9万股+413股+2.16%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#48$49.2万1.9万股$49.1万1.9万股+22股+0.11%加仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.02%0.03%#33$45.2万1.8万股$45.9万1.8万股-319股-1.78%减仓
Blue Water Asset Management
0.14%0.11%#17$44.4万1.7万股$31.0万1.2万股+5,243股+43.30%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#41$40.4万1.6万股$18.4万7,197股+8,571股+119.09%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#43$32.6万1.3万股$32.1万1.3万股+152股+1.21%加仓
FOURPATH CAPITAL MANAGEMENT, LLC
0.04%0.04%#25$29.9万1.2万股$30.2万1.2万股-145股-1.23%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$25.6万1.0万股$33.7万1.3万股-3,157股-23.99%减仓
Bienville Capital Management, LLC
0.03%#26$25.0万9,773股$00股+9,773股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#49$23.2万9,059股$143.6万5.6万股-4.7万股-83.87%减仓
Strait & Sound Wealth Management LLC
0.08%0.08%#21$22.1万8,612股$22.8万8,923股-311股-3.49%减仓
TECTONIC ADVISORS LLC
0.01%#36$20.5万8,000股$00股+8,000股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#58$20.4万7,945股$1.3万515股+7,430股+1,442.72%加仓
BELLEVUE ASSET MANAGEMENT, LLC
0.06%0.06%#23$11.9万4,657股$11.9万4,657股00.00%持仓不变
Elevated Capital Advisors, LLC
0.01%0.04%#35$4.6万1,798股$15.3万5,973股-4,175股-69.90%减仓

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