13FBOX
FLAHERTY & CRUMRINE DYNAMIC · 13F 机构持仓分析
期权收益计算器 机构排行

FLAHERTY & CRUMRINE DYNAMIC

DFP
持有机构数
86
机构合计市值 (Q2 2026)
$1.15亿
机构合计股数 (Q2 2026)
554.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.0万股
43 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.7万股
31 · 7 清仓 · ≈
⚖️ 净额
+13.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.15亿
持有机构数
86
新买入
13
加仓
30
减仓
24
清仓
7
持股不变
19
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#29$2,675.6万129.4万股$2,491.2万124.1万股+5.3万股+4.28%加仓
SIT INVESTMENT ASSOCIATES INC
0.26%0.24%#7$1,358.5万65.7万股$1,167.2万58.2万股+7.6万股+13.01%加仓
COHEN & STEERS, INC.
0.02%0.02%#20$1,026.2万49.6万股$956.3万47.6万股+2.0万股+4.20%加仓
景顺Invesco Ltd.
<0.01%<0.01%#64$639.1万30.9万股$605.5万30.2万股+7,480股+2.48%加仓
Hennion & Walsh Asset Management, Inc.
0.13%0.12%#11$452.0万21.9万股$351.9万17.5万股+4.3万股+24.73%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#60$437.9万21.2万股$475.8万23.7万股-2.5万股-10.63%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#59$400.2万19.4万股$378.8万18.9万股+4,895股+2.59%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.04%#18$337.1万16.3万股$487.3万24.3万股-8.0万股-32.84%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#76$281.7万13.6万股$282.9万13.1万股+5,547股+4.24%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#46$273.5万13.2万股$286.8万14.3万股-1.1万股-7.41%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#65$216.4万10.5万股$179.4万8.9万股+1.5万股+17.19%加仓
Fiera资本Fiera Capital Corp
0.01%0.01%#28$207.1万10.0万股$194.7万9.7万股+3,169股+3.27%加仓
Smith Asset Management Co., LLC
1.52%1.64%#1$193.8万9.4万股$190.8万9.5万股-1,325股-1.39%减仓
Whipplewood Advisors, LLC
1.3%0.99%#2$192.8万9.3万股$190.2万9.5万股-1,482股-1.56%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#38$181.3万8.8万股$182.1万9.1万股-3,010股-3.32%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$166.7万8.1万股$95.4万4.8万股+3.3万股+69.65%加仓
1607 Capital Partners, LLC
0.11%0.16%#13$129.1万6.2万股$216.0万10.8万股-4.5万股-41.98%减仓
Revisor Wealth Management LLC
0.26%0.34%#6$108.7万5.3万股$122.5万6.1万股-8,435股-13.82%减仓
1776 Wealth LLC
0.38%0.41%#4$107.7万5.2万股$104.4万5.2万股+59股+0.11%加仓
Closed-End Fund Advisors, Inc.
1.02%0.9%#3$104.4万5.1万股$88.3万4.4万股+6,509股+14.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#73$104.3万5.0万股$85.5万4.3万股+7,864股+18.47%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#26$99.2万4.8万股$82.7万4.1万股+6,790股+16.48%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#53$93.7万4.5万股$84.7万4.2万股+3,151股+7.47%加仓
SEAMOUNT FINANCIAL GROUP INC
0.37%0.41%#5$90.7万4.4万股$90.3万4.5万股-1,088股-2.42%减仓
&Partners&PARTNERS
<0.01%<0.01%#41$89.9万4.3万股$80.0万4.0万股+3,466股+8.66%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#40$81.1万3.9万股$80.1万4.0万股-705股-1.77%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$80.2万3.9万股$102.5万5.1万股-1.2万股-24.01%减仓
阿尔法核心资本AlphaCore Capital LLC
0.01%0.02%#23$75.4万3.6万股$72.5万3.6万股+336股+0.93%加仓
Capital Analysts, LLC
0.02%0.02%#19$75.1万3.6万股$71.5万3.4万股+1,942股+5.65%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$65.6万3.2万股$62.7万3.1万股+503股+1.61%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#52$64.8万3.1万股$67.3万3.4万股-2,175股-6.48%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#34$63.4万3.1万股$60.7万3.0万股+380股+1.26%加仓
Samalin Investment Counsel, LLC
0.18%0.27%#8$56.5万2.7万股$75.2万3.7万股-1.0万股-27.11%减仓
资本投资顾问Capital Investment Advisors, LLC
0.01%0.01%#32$49.4万2.4万股$51.6万2.6万股-1,783股-6.94%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#66$46.2万2.2万股$45.9万2.3万股-498股-2.18%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#68$45.1万2.2万股$45.4万2.3万股-778股-3.44%减仓
Shaker Financial Services, LLC
0.13%#9$42.7万2.1万股$00股+2.1万股新买入
Palogic Value Management, L.P.
0.13%0.17%#10$40.3万2.0万股$41.1万2.1万股-1,000股-4.88%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#63$39.4万1.9万股$38.8万1.9万股-268股-1.39%减仓
Mathes Company, Inc.
0.12%0.13%#12$37.2万1.8万股$36.1万1.8万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#50$37.0万1.8万股$44.3万2.2万股-4,206股-19.04%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#45$36.9万1.8万股$36.5万1.8万股-98股-0.55%减仓
CENTAURUS FINANCIAL, INC.
0.01%0.01%#22$36.1万1.7万股$31.1万1.5万股+2,000股+12.92%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#71$29.6万1.4万股$28.7万1.4万股00.00%持仓不变
WEDBUSH SECURITIES INC
0.01%0.01%#31$26.3万1.3万股$25.5万1.3万股00.00%持仓不变
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#49$25.9万1.3万股$16.4万8,193股+4,338股+52.95%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#85$25.8万1.2万股$24.7万1.2万股+160股+1.30%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
<0.01%#39$25.4万1.2万股$00股+1.2万股新买入
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#30$24.9万1.2万股$23.1万1.2万股+556股+4.83%加仓
XTX资本XTX Topco Ltd
<0.01%#44$23.0万1.1万股$00股+1.1万股新买入

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