13FBOX
富达·MERRIMACK STR TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MERRIMACK STR TR

FIDELITY MERRIMACK STR TRFSEC
持有机构数
51
机构合计市值 (Q2 2026)
$96.40亿
机构合计股数 (Q2 2026)
2.20亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,161.9万股
43 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-36.6万股
21 · 16 清仓 · ≈
⚖️ 净额
+1,125.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$96.40亿
持有机构数
51
新买入
21
加仓
22
减仓
5
清仓
16
持股不变
3
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
富达投资FMR LLC
0.41%0.48%#4$95.56亿2.18亿股$90.81亿2.07亿股+1,083.0万股+5.23%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#13$2,059.8万47.0万股$1,688.6万38.5万股+8.5万股+21.99%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#30$1,107.1万25.3万股$00股+25.3万股新买入
Global Wealth Strategies & Associates
1.77%2.03%#1$934.1万21.3万股$827.4万18.9万股+2.4万股+12.89%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$597.1万13.6万股$385.5万8.8万股+4.8万股+54.92%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%#19$572.9万13.1万股$00股+13.1万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#42$454.7万10.3万股$354.5万8.1万股+2.2万股+27.76%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#16$327.6万7.5万股$290.3万6.6万股+8,519股+12.87%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#24$299.4万6.9万股$181.6万4.1万股+2.7万股+66.06%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#44$210.5万4.8万股$801.0万18.3万股-13.5万股-73.72%减仓
&Partners&PARTNERS
0.01%0.01%#20$173.3万3.8万股$145.0万3.3万股+4,587股+13.79%加仓
Midwest Financial Network, LLC
1.04%0.57%#2$152.9万3.5万股$71.7万1.6万股+1.9万股+113.25%加仓
RCS Financial Planning, LLC
0.56%0.62%#3$119.2万2.7万股$119.1万2.7万股+15股+0.06%加仓
KINTRA WEALTH, LLC
0.06%0.45%#8$118.5万2.7万股$637.6万14.5万股-11.8万股-81.29%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#37$114.9万2.6万股$51.6万1.2万股+1.4万股+122.85%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#43$94.2万2.1万股$89.9万2.1万股+980股+4.78%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#33$85.8万2.0万股$55.0万1.3万股+7,029股+56.03%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#36$73.2万1.7万股$37.9万8,652股+8,053股+93.08%加仓
HRT金融HRT FINANCIAL LP
<0.01%#31$64.1万1.5万股$00股+1.5万股新买入
Synergy Asset Management, LLC
0.06%#9$61.8万1.4万股$00股+1.4万股新买入
资本投资顾问Capital Investment Advisors, LLC
0.01%#22$49.6万1.1万股$00股+1.1万股新买入
MONECO ADVISORS, LLC
0.03%#11$47.4万1.1万股$00股+1.1万股新买入
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#26$42.2万9,622股$42.2万9,622股00.00%持仓不变
Galvin, Gaustad & Stein, LLC
0.03%#10$41.8万9,543股$00股+9,543股新买入
MarinerMariner, LLC
<0.01%#41$40.7万9,284股$00股+9,284股新买入
Calamos 财富管理Calamos Wealth Management LLC
0.01%0.01%#15$39.3万8,963股$39.3万8,963股00.00%持仓不变
RDA Financial Network
0.08%0.05%#6$37.1万8,458股$20.9万4,761股+3,697股+77.65%加仓
Curi资本Curi Capital, LLC
0.01%#23$35.8万8,142股$00股+8,142股新买入
Savant资本Savant Capital, LLC
<0.01%<0.01%#34$35.2万8,023股$24.0万5,467股+2,556股+46.75%加仓
Advisor OS, LLC
0.02%#12$32.2万7,346股$00股+7,346股新买入
Foundation Wealth Management, LLC\PA
0.1%#5$31.5万7,184股$00股+7,184股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%#50$28.7万6,548股$00股+6,548股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#25$28.6万6,526股$00股+6,526股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#45$25.0万5,709股$49.8万1.1万股-5,656股-49.77%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#32$24.5万5,580股$13.0万2,959股+2,621股+88.58%加仓
ShoreHaven Wealth Partners, LLC
0.07%0.08%#7$23.1万5,273股$22.5万5,121股+152股+2.97%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$23.1万5,262股$25.4万5,789股-527股-9.10%减仓
MAI资本管理MAI Capital Management
<0.01%<0.01%#35$22.3万5,087股$27.3万6,217股-1,130股-18.18%减仓
HOWE & RUSLING INC
0.01%#14$21.8万4,975股$00股+4,975股新买入
Meridian 财富管理Meridian Wealth Management, LLC
0.01%#21$21.8万4,974股$00股+4,974股新买入
NWAM LLC
0.01%#18$20.1万4,589股$00股+4,589股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#49$13.4万3,040股$00股+3,040股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#40$11.5万2,629股$8.1万1,850股+779股+42.11%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#39$10.9万2,484股$00股+2,484股新买入
Cornerstone Planning Group LLC
0.01%0.01%#17$8.0万1,845股$8.1万1,844股+1股+0.05%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#38$7.9万1,796股$7.8万1,785股+11股+0.62%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#29$7.6万1,732股$7.6万1,732股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#47$1.4万331股$00股+331股新买入
FIDUCIARY FINANCIAL ADVISORS
<0.01%#27$1.4万327股$00股+327股新买入
Tower Research Capital LLC (TRC)
<0.01%#46$3,98991股$00股+91股新买入

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