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Innovator ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
I

Innovator ETF信托

INNOVATOR ETFS TRUSTUAPR
持有机构数
86
机构合计市值 (Q2 2026)
$9,122.6万
机构合计股数 (Q2 2026)
259.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+38.2万股
39 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-36.3万股
34 · 9 清仓 · ≈
⚖️ 净额
+2.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,122.6万
持有机构数
86
新买入
14
加仓
25
减仓
25
清仓
9
持股不变
22
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
Tradition Wealth Management, LLC
0.58%0.65%#4$950.5万27.1万股$915.2万27.4万股-3,583股-1.31%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.32%0.33%#8$650.2万18.5万股$585.0万17.5万股+9,859股+5.62%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#53$506.4万14.4万股$499.6万15.0万股-5,505股-3.68%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#54$471.4万13.4万股$283.5万8.5万股+4.9万股+58.01%加仓
KFG WEALTH MANAGEMENT, LLC
0.5%0.55%#5$446.5万12.7万股$425.4万12.7万股-322股-0.25%减仓
AssuredPartners Investment Advisors, LLC
0.33%0.36%#7$345.0万9.8万股$329.8万9.8万股-34股-0.03%减仓
Brookstone资本管理Brookstone Capital Management
0.03%0.04%#32$317.7万9.0万股$336.4万10.1万股-1.0万股-10.27%减仓
CENTRAL VALLEY ADVISORS, LLC
0.72%0.73%#3$281.0万8.0万股$268.8万8.1万股-514股-0.64%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#73$273.0万7.8万股$166.7万5.0万股+2.8万股+55.64%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#43$267.3万7.6万股$231.4万6.9万股+6,795股+9.80%加仓
Kellett Wealth Advisors, LLC
1.23%1.4%#1$264.0万7.5万股$258.2万7.7万股-2,185股-2.82%减仓
Berger Financial Group, Inc
0.12%0.14%#13$241.9万6.9万股$252.1万7.6万股-6,659股-8.81%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.02%#41$199.7万5.7万股$187.1万5.6万股+809股+1.44%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#64$197.3万5.6万股$187.8万5.6万股-104股-0.18%减仓
Strategic Blueprint, LLC
0.09%0.1%#19$176.5万5.0万股$166.0万5.0万股+523股+1.05%加仓
Triad Wealth Partners, LLC
0.1%0.08%#18$161.8万4.6万股$94.8万2.8万股+1.7万股+60.79%加仓
Spire 财富管理Spire Wealth Management
0.05%0.04%#28$149.8万4.3万股$106.5万3.2万股+1.1万股+33.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#74$146.6万4.2万股$146.7万4.4万股-2,210股-5.03%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#61$143.2万4.1万股$49.3万1.5万股+2.6万股+175.78%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#79$140.7万4.0万股$94.5万2.8万股+1.2万股+41.59%加仓
IMG Wealth Management, Inc.
0.78%0.83%#2$140.2万4.0万股$130.3万3.9万股+886股+2.27%加仓
Arax顾问Arax Advisory Partners
0.01%0.02%#50$138.7万3.9万股$65.9万2.0万股+2.0万股+100.00%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.02%#46$132.3万3.8万股$115.0万3.4万股+3,216股+9.33%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#58$128.8万3.7万股$173.3万5.2万股-1.5万股-29.39%减仓
Trek Financial, LLC
0.06%0.01%#25$121.2万3.5万股$20.7万6,200股+2.8万股+456.61%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#70$111.9万3.2万股$116.4万3.5万股-3,006股-8.62%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#63$111.1万3.2万股$95.3万2.9万股+3,096股+10.84%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#76$97.4万2.8万股$100.3万3.0万股-2,322股-7.72%减仓
Sonoma Allocations LLC
0.35%#6$93.8万2.7万股$00股+2.7万股新买入
SteelPeak Wealth, LLC
0.02%#40$83.9万2.4万股$00股+2.4万股新买入
FIDUCIARY FINANCIAL GROUP, LLC
0.09%0.11%#20$77.4万2.2万股$80.9万2.4万股-2,197股-9.06%减仓
BCS Wealth Management
0.12%0.13%#14$66.3万1.9万股$63.0万1.9万股00.00%持仓不变
Ausdal Financial Partners, Inc.
0.03%0.03%#37$65.1万1.9万股$61.8万1.9万股+21股+0.11%加仓
Your Advocates Ltd., LLP
0.17%0.17%#10$58.4万1.7万股$55.5万1.7万股00.00%持仓不变
CENTAURUS FINANCIAL, INC.
0.02%0.03%#39$56.5万1.6万股$55.4万1.7万股-513股-3.09%减仓
Lantz Financial LLC
0.1%0.06%#17$55.7万1.6万股$30.5万9,142股+6,723股+73.54%加仓
Kovack Advisors, Inc.
0.03%#35$54.9万1.6万股$00股+1.6万股新买入
WealthShield Partners, LLC
0.08%0.06%#21$51.4万1.5万股$50.7万1.5万股-552股-3.64%减仓
Atria投资Atria Investments, Inc
<0.01%0.01%#56$49.4万1.4万股$46.8万1.4万股+45股+0.32%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#65$47.4万1.3万股$42.7万1.3万股+697股+5.45%加仓
SILVER OAK SECURITIES, INCORPORATED
0.03%#33$47.0万1.3万股$00股+1.3万股新买入
摩根士丹利MORGAN STANLEY
<0.01%#83$46.9万1.3万股$00股+1.3万股新买入
Signal Advisors Wealth, LLC
0.02%0.03%#38$46.9万1.3万股$44.6万1.3万股00.00%持仓不变
MILESTONE ASSET MANAGEMENT, LLC
0.07%0.08%#23$44.8万1.3万股$44.3万1.3万股-520股-3.92%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.01%0.01%#48$44.3万1.3万股$42.1万1.3万股00.00%持仓不变
Encompass More Asset Management
0.06%0.06%#24$43.3万1.2万股$32.9万9,856股+2,462股+24.98%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#66$42.5万1.2万股$40.4万1.2万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#82$41.5万1.2万股$00股+1.2万股新买入
Galvin, Gaustad & Stein, LLC
0.03%0.03%#34$38.3万1.1万股$36.7万1.1万股-79股-0.72%减仓
Souders Financial Advisors
0.04%0.05%#30$36.6万1.0万股$39.5万1.2万股-1,423股-12.01%减仓

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