13FBOX
LAZARD GLOBAL TOTAL RETURN & · 13F 机构持仓分析
期权收益计算器 机构排行

LAZARD GLOBAL TOTAL RETURN &

LGI
持有机构数
44
机构合计市值 (Q2 2026)
$3,674.8万
机构合计股数 (Q2 2026)
198.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.1万股
23 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.6万股
21 · 10 清仓 · ≈
⚖️ 净额
-6.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,674.8万
持有机构数
44
新买入
8
加仓
15
减仓
11
清仓
10
持股不变
10
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#26$852.9万46.2万股$822.4万47.5万股-1.4万股-2.91%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.03%0.02%#5$397.8万21.5万股$315.3万19.6万股+1.9万股+9.85%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#21$341.9万18.5万股$299.9万18.6万股-1,374股-0.74%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#22$333.7万18.1万股$277.4万17.2万股+8,128股+4.71%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#18$232.4万12.6万股$199.8万12.4万股+1,603股+1.29%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#28$230.4万12.5万股$196.4万12.2万股+2,604股+2.13%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#31$213.7万11.6万股$180.2万11.2万股+3,651股+3.26%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$172.0万9.3万股$155.8万9.7万股-3,785股-3.91%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$90.6万4.9万股$76.7万4.8万股+1,354股+2.84%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$70.5万3.8万股$68.3万4.2万股-4,261股-10.04%减仓
EVOLVE PRIVATE WEALTH, LLC
0.04%0.03%#3$64.9万3.5万股$60.6万3.8万股-2,579股-6.84%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#6$61.7万3.3万股$49.7万3.1万股+2,477股+8.02%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#10$59.5万3.2万股$54.7万3.4万股-1,777股-5.23%减仓
&Partners&PARTNERS
<0.01%<0.01%#16$58.6万3.2万股$36.9万2.3万股+8,791股+38.36%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#43$58.3万3.2万股$51.2万3.2万股-234股-0.74%减仓
Mezzasalma Advisors, LLC
0.11%0.13%#2$55.5万3.0万股$52.6万3.3万股-2,647股-8.10%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#23$45.2万2.4万股$28.3万1.7万股+7,000股+40.88%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#38$39.4万2.1万股$31.1万1.9万股+1,991股+10.29%加仓
PMG Family Office LLC
0.33%0.33%#1$36.1万2.0万股$29.8万1.9万股+984股+5.31%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%#32$29.4万1.6万股$00股+1.6万股新买入
CoreCap 顾问CoreCap Advisors, LLC
0.01%0.01%#8$29.2万1.6万股$24.5万1.5万股+600股+3.94%加仓
Wilmington Savings Fund Society, FSB
0.01%0.01%#9$26.5万1.4万股$23.1万1.4万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$26.0万1.4万股$17.2万1.1万股+3,408股+31.95%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#19$24.8万1.3万股$24.1万1.5万股-1,523股-10.18%减仓
Kovack Advisors, Inc.
0.01%0.01%#7$24.3万1.3万股$21.6万1.3万股+78股+0.60%加仓
CARY STREET PARTNERS FINANCIAL LLC
<0.01%<0.01%#11$21.5万1.2万股$18.8万1.2万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%#27$19.4万1.0万股$00股+1.0万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#39$12.0万6,509股$12.9万8,034股-1,525股-18.98%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#25$11.5万6,219股$00股+6,219股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#29$11.3万6,116股$9.8万6,116股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$5.1万2,754股$00股+2,754股新买入
Institute for Wealth Management, LLC.
<0.01%#13$4.8万2,574股$00股+2,574股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#35$3.7万2,000股$3.2万2,000股00.00%持仓不变
Colonial Trust Co / SC
<0.01%<0.01%#14$2.6万1,433股$2.2万1,433股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#20$1.8万966股$1.5万941股+25股+2.66%加仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#33$1.3万725股$1.2万725股00.00%持仓不变
Mather集团MATHER GROUP, LLC.
<0.01%#37$1.0万544股$00股+544股新买入
Strategic Advocates LLC
0.03%0.03%#4$8,334451股$7,257451股00.00%持仓不变
MB, LEVIS & ASSOCIATES, LLC
<0.01%#15$7,392400股$00股+400股新买入
BEACON INVESTMENT ADVISORY SERVICES, INC.
<0.01%<0.01%#34$5,544300股$4,827300股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$4,324234股$5,415336股-102股-30.36%减仓
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#24$3,086167股$2,687167股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#42$2,943159股$2,562159股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#44$1,885102股$00股+102股新买入

🧭 机构资金流板块热力图

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