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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
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Innovator ETF信托

INNOVATOR ETFS TRUSTUAUG
持有机构数
87
机构合计市值 (Q2 2026)
$1.13亿
机构合计股数 (Q2 2026)
267.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+18.0万股
18 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.6万股
42 · 5 清仓 · ≈
⚖️ 净额
-4.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.13亿
持有机构数
87
新买入
9
加仓
9
减仓
37
清仓
5
持股不变
32
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
Broussard Financial Group LLC
13.54%12.95%#1$1,691.0万40.2万股$1,618.4万41.1万股-9,547股-2.32%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$1,051.4万25.0万股$1,082.3万27.5万股-2.5万股-9.17%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.32%0.33%#6$647.6万15.4万股$580.2万14.7万股+6,417股+4.35%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#52$627.7万14.9万股$606.1万15.4万股-4,911股-3.19%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#55$596.1万14.2万股$593.1万15.1万股-9,104股-6.04%减仓
MBL Wealth, LLC
0.37%0.38%#5$537.1万12.8万股$500.3万12.7万股+461股+0.36%加仓
Brookstone资本管理Brookstone Capital Management
0.05%0.06%#31$488.4万11.6万股$515.1万13.1万股-1.5万股-11.35%减仓
KFG WEALTH MANAGEMENT, LLC
0.47%0.65%#4$413.2万9.8万股$501.0万12.7万股-2.9万股-22.90%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$308.4万7.3万股$294.0万7.5万股-1,463股-1.96%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#79$300.3万7.1万股$67.9万1.7万股+5.4万股+313.35%加仓
Archer Investment Corp
0.55%0.57%#2$277.4万6.6万股$266.9万6.8万股-1,923股-2.83%减仓
FIDUCIARY FINANCIAL GROUP, LLC
0.28%0.31%#7$246.5万5.9万股$230.5万5.9万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#54$221.1万5.3万股$265.9万6.8万股-1.5万股-22.27%减仓
CENTRAL VALLEY ADVISORS, LLC
0.54%0.57%#3$210.1万5.0万股$209.4万5.3万股-3,299股-6.20%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.01%#36$193.2万4.6万股$34.1万8,662股+3.7万股+430.10%加仓
Berger Financial Group, Inc
0.09%0.13%#18$184.5万4.4万股$224.2万5.7万股-1.3万股-23.06%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#77$150.1万3.6万股$123.7万3.1万股+4,222股+13.42%加仓
Clearstead顾问Clearstead Advisors, LLC
0.01%0.01%#44$148.8万3.5万股$139.7万3.6万股-144股-0.41%减仓
Spire 财富管理Spire Wealth Management
0.04%0.08%#32$147.5万3.5万股$237.4万6.0万股-2.5万股-41.90%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#71$139.0万3.3万股$133.2万3.4万股-835股-2.47%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#64$138.6万3.3万股$135.3万3.4万股-1,452股-4.22%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#67$119.4万2.8万股$96.8万2.5万股+3,777股+15.36%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#48$105.2万2.5万股$101.0万2.6万股-675股-2.63%减仓
Strategic Blueprint, LLC
0.05%0.06%#30$101.7万2.4万股$96.1万2.4万股-253股-1.04%减仓
MILESTONE ASSET MANAGEMENT, LLC
0.15%0.18%#13$96.6万2.3万股$95.1万2.4万股-1,226股-5.07%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.02%0.03%#38$87.0万2.1万股$81.3万2.1万股00.00%持仓不变
SteelPeak Wealth, LLC
0.02%#39$84.2万2.0万股$00股+2.0万股新买入
Impact Partnership Wealth, LLC
0.08%0.09%#24$82.2万2.0万股$76.8万2.0万股00.00%持仓不变
CRA Financial Services, LLC
0.09%0.09%#20$78.1万1.9万股$73.0万1.9万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#73$77.3万1.8万股$72.3万1.8万股-7股-0.04%减仓
WPWealth LLP
0.1%0.1%#17$68.0万1.6万股$63.5万1.6万股00.00%持仓不变
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#56$67.1万1.6万股$89.5万2.3万股-6,800股-29.89%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#63$64.2万1.5万股$60.3万1.5万股-60股-0.39%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#83$63.0万1.5万股$00股+1.5万股新买入
Keystone Wealth Services, LLC
0.11%0.12%#16$60.9万1.4万股$57.3万1.5万股-71股-0.49%减仓
Onyx Bridge Wealth Group LLC
0.05%0.06%#28$57.6万1.4万股$57.1万1.5万股-824股-5.68%减仓
Vantage Point Financial LLC
0.15%0.17%#12$50.1万1.2万股$47.4万1.2万股-127股-1.05%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.01%0.01%#51$47.6万1.1万股$49.3万1.2万股-754股-6.27%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#82$47.3万1.1万股$45.1万1.1万股-215股-1.88%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#61$45.7万1.1万股$45.0万1.1万股-541股-4.74%减仓
Lakeridge Wealth Management LLC
0.17%0.18%#10$45.1万1.1万股$42.2万1.1万股00.00%持仓不变
WealthShield Partners, LLC
0.07%0.1%#26$45.0万1.1万股$89.7万2.3万股-1.2万股-53.17%减仓
Lantz Financial LLC
0.08%0.09%#23$44.3万1.1万股$41.6万1.1万股-51股-0.48%减仓
Simplicity Wealth,LLC
0.01%0.02%#43$43.5万1.0万股$40.6万1.0万股00.00%持仓不变
Cornerstone Wealth Group, LLC
0.03%0.03%#37$42.5万1.0万股$41.3万1.0万股00.00%持仓不变
Integrity Advisory Solutions, LLC
0.04%0.04%#33$41.8万9,938股$30.4万7,716股+2,222股+28.80%加仓
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#70$39.1万9,286股$36.5万9,286股00.00%持仓不变
Advance Capital Management, Inc.
0.01%0.02%#47$38.7万9,184股$54.5万1.4万股-4,675股-33.73%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#81$38.5万9,153股$39.7万1.0万股-950股-9.40%减仓
SageView Advisory 集团SageView Advisory Group, LLC
0.01%#46$38.2万9,078股$00股+9,078股新买入

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