13FBOX
ETF机会信托 · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF机会信托

ETF OPPORTUNITIES TRUSTHECA
持有机构数
46
机构合计市值 (Q2 2026)
$1.16亿
机构合计股数 (Q2 2026)
425.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+173.6万股
28 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-443.9万股
35 · 21 清仓 · ≈
⚖️ 净额
-270.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.16亿
持有机构数
46
新买入
12
加仓
16
减仓
14
清仓
21
持股不变
4
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
WNY Asset Management, LLC
2.84%2.12%#2$3,182.2万116.6万股$2,052.1万71.1万股+45.5万股+63.99%加仓
WMG Financial Advisors, LLC
4.78%4.72%#1$1,269.7万46.5万股$1,132.3万39.2万股+7.3万股+18.58%加仓
LPL金融LPL Financial LLC
<0.01%#31$774.3万28.4万股$00股+28.4万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#27$716.5万26.2万股$281.1万9.7万股+16.5万股+169.57%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.04%#21$611.6万22.4万股$1,103.0万38.2万股-15.8万股-41.36%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#28$464.3万17.0万股$457.8万15.9万股+1.2万股+7.27%加仓
Fortis Group Advisors, LLC
0.72%0.37%#5$450.1万16.5万股$225.8万8.1万股+8.3万股+102.44%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%0.02%#29$402.4万14.7万股$1,526.9万52.9万股-38.1万股-72.13%减仓
Insight Advisors, LLC/ PA
0.7%0.61%#6$396.4万14.5万股$320.4万11.1万股+3.4万股+30.84%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.03%0.04%#15$387.0万14.2万股$398.7万13.8万股+3,662股+2.65%加仓
Ball & Co Wealth Management Inc.
2.59%#3$364.9万13.4万股$00股+13.4万股新买入
HRT金融HRT FINANCIAL LP
0.01%<0.01%#26$362.8万13.3万股$39.4万1.4万股+11.9万股+873.53%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#38$258.4万9.5万股$72.4万2.5万股+7.0万股+277.43%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#37$189.4万6.9万股$728.6万25.2万股-18.3万股-72.50%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#40$177.5万6.5万股$187.7万6.5万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%0.02%#30$167.1万6.1万股$1,846.0万63.9万股-57.8万股-90.43%减仓
Persium Advisors, LLC
1.03%#4$157.2万5.8万股$00股+5.8万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#39$154.3万5.7万股$00股+5.7万股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#36$148.5万5.4万股$102.0万3.5万股+1.9万股+54.00%加仓
Compass Ion Advisors, LLC
0.11%0.17%#13$132.0万4.8万股$174.3万6.0万股-1.2万股-19.92%减仓
GTS SECURITIES LLC
0.02%#19$96.4万3.5万股$00股+3.5万股新买入
Meridian 财富管理Meridian Wealth Management, LLC
0.03%#18$85.2万3.1万股$00股+3.1万股新买入
Haven Private, LLC
0.31%#7$80.4万2.9万股$00股+2.9万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#23$70.2万2.6万股$53.6万1.9万股+7,139股+38.46%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#41$65.1万2.4万股$00股+2.4万股新买入
Sigma Planning Corp
0.01%0.01%#22$58.1万2.1万股$22.3万7,740股+1.4万股+174.74%加仓
Game Plan Financial Advisors, LLC
0.18%0.52%#9$48.2万1.8万股$115.8万4.0万股-2.2万股-55.97%减仓
PRIVATE TRUST CO NA
0.03%#16$38.9万1.4万股$00股+1.4万股新买入
Ergawealth Advisors, Inc.
0.13%0.15%#11$33.2万1.2万股$33.1万1.1万股+700股+6.11%加仓
FWG Holdings, LLC
0.11%1.25%#14$31.7万1.2万股$332.0万11.6万股-10.5万股-89.99%减仓
PHILADELPHIA TRUST CO
0.02%0.02%#20$30.3万1.1万股$32.0万1.1万股00.00%持仓不变
&Partners&PARTNERS
<0.01%<0.01%#33$30.2万1.1万股$76.2万2.6万股-1.5万股-58.13%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#35$29.9万1.1万股$24.9万8,610股+2,346股+27.25%加仓
Brookwood Investment Group LLC
0.03%0.04%#17$27.6万1.0万股$35.0万1.2万股-2,026股-16.71%减仓
Panoramic Capital Partners, LLC
0.12%#12$26.4万9,661股$00股+9,661股新买入
Stratos Wealth Advisors, LLC
0.01%0.02%#24$23.4万8,559股$25.9万8,969股-410股-4.57%减仓
Mowery & Schoenfeld Wealth Management, LLC
0.29%3%#8$21.3万7,811股$196.6万6.8万股-6.0万股-88.53%减仓
Fiscal Wisdom Wealth Management, LLC
0.17%0.24%#10$20.2万7,385股$25.4万8,785股-1,400股-15.94%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#32$17.1万6,246股$21.8万7,622股-1,376股-18.05%减仓
Qube研究科技Qube Research & Technologies Ltd
<0.01%#42$5.6万2,036股$00股+2,036股新买入
Realta Investment Advisors
0.01%<0.01%#25$4.0万1,460股$7,218250股+1,210股+484.00%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#44$2.9万1,065股$2.9万1,000股+65股+6.50%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$2.8万1,040股$3.0万1,040股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#45$4,653170股$00股+170股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#46$4,013147股$1.6万568股-421股-74.12%减仓
Copia Wealth Management
<0.01%<0.01%#34$1,20144股$1,27044股00.00%持仓不变

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