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 TRFIGB
持有机构数
64
机构合计市值 (Q2 2026)
$1.58亿
机构合计股数 (Q2 2026)
373.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.9万股
42 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.7万股
16 · 4 清仓 · ≈
⚖️ 净额
+51.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.58亿
持有机构数
64
新买入
12
加仓
30
减仓
12
清仓
4
持股不变
10
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
Heartland Bank & Trust Co
10.05%10.84%#1$4,858.5万113.4万股$4,797.4万111.5万股+2.0万股+1.77%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#22$1,531.7万35.8万股$1,227.5万28.5万股+7.2万股+25.40%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%#35$1,263.6万29.5万股$00股+29.5万股新买入
Clarity Retirement & Wealth, LLC
6.57%7.26%#2$952.0万22.2万股$900.3万20.9万股+1.3万股+6.26%加仓
Advyzon Investment Management, LLC
0.69%0.67%#6$946.8万22.1万股$751.6万17.5万股+4.6万股+26.58%加仓
Anson Capital, Inc.
6.11%6.04%#3$938.8万21.9万股$883.2万20.5万股+1.4万股+6.82%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#30$783.0万18.3万股$1,250.9万29.1万股-10.8万股-37.10%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$323.6万7.6万股$307.3万7.1万股+4,164股+5.83%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$312.2万7.3万股$217.5万5.1万股+2.2万股+44.26%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#24$299.6万7.0万股$307.2万7.1万股-1,422股-1.99%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#27$291.0万6.8万股$279.4万6.5万股+3,485股+5.38%加仓
Noble Wealth Management PBC
1.21%1.24%#4$270.0万6.3万股$245.7万5.7万股+5,946股+10.42%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#29$268.3万6.3万股$244.3万5.7万股+5,888股+10.37%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#34$221.7万5.1万股$91.3万2.1万股+3.0万股+141.23%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#49$212.5万5.0万股$93.3万2.2万股+2.8万股+128.84%加仓
波士顿合伙人Boston Partners
<0.01%<0.01%#31$212.2万4.9万股$212.9万4.9万股+47股+0.10%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#47$174.1万4.1万股$195.1万4.5万股-4,683股-10.33%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#51$164.3万3.8万股$00股+3.8万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#54$155.0万3.6万股$145.9万3.4万股+2,042股+6.01%加仓
IFP顾问IFP Advisors, Inc
0.03%0.03%#20$145.0万3.4万股$121.7万2.8万股+5,595股+19.79%加仓
Bill Few Associates, Inc.
0.3%0.33%#7$142.7万3.3万股$139.6万3.2万股+893股+2.75%加仓
Core Wealth Advisors, Inc.
0.28%0.29%#8$139.9万3.3万股$120.3万2.8万股+4,699股+16.81%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#42$111.6万2.6万股$121.3万2.8万股-2,110股-7.49%减仓
Davis Wealth Advisors, LLC
0.73%0.85%#5$94.3万2.2万股$101.8万2.4万股-1,627股-6.88%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#23$84.8万2.0万股$94.0万2.2万股-2,030股-9.30%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%#37$65.7万1.5万股$00股+1.5万股新买入
SUMMIT WEALTH GROUP LLC / CO
0.05%#17$63.4万1.5万股$00股+1.5万股新买入
Peterson Wealth Advisors, LLC
0.07%0.08%#15$57.3万1.3万股$57.0万1.3万股+148股+1.12%加仓
富达投资FMR LLC
<0.01%<0.01%#59$56.9万1.3万股$48.6万1.1万股+1,986股+17.58%加仓
Trust Investment Advisors
0.22%0.27%#10$46.3万1.1万股$46.5万1.1万股00.00%持仓不变
Kovack Advisors, Inc.
0.02%0.02%#21$45.8万1.1万股$45.6万1.1万股+105股+0.99%加仓
Private Capital Advisors, Inc.
0.04%0.06%#19$42.6万5.9万股$43.3万6.0万股-840股-1.40%减仓
Clarity Asset Management, Inc.
0.21%0.2%#11$42.3万9,882股$39.8万9,254股+628股+6.79%加仓
FORONJY FINANCIAL LLC
0.15%0.12%#13$41.4万9,677股$28.4万6,606股+3,071股+46.49%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#53$40.8万9,531股$30.2万7,016股+2,515股+35.85%加仓
Latitude Advisors, LLC
0.16%0.17%#12$40.0万9,332股$36.3万8,444股+888股+10.52%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#50$40.0万9,331股$39.8万9,246股+85股+0.92%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#39$37.7万8,805股$37.9万8,805股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$37.0万8,631股$32.9万7,642股+989股+12.94%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#25$36.8万8,594股$39.4万9,151股-557股-6.09%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#57$33.0万7,704股$00股+7,704股新买入
Virtus Wealth Solutions LLC
0.04%0.06%#18$32.0万7,477股$32.4万7,537股-60股-0.80%减仓
Elevation Wealth Management LLC
0.24%0.28%#9$31.5万7,334股$30.2万6,989股+345股+4.94%加仓
PLANNING DIRECTIONS INC
0.13%0.14%#14$28.7万6,712股$28.6万6,646股+66股+0.99%加仓
Aurdan Capital Management, LLC
0.06%#16$23.5万5,487股$00股+5,487股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#33$18.6万4,345股$18.7万4,345股00.00%持仓不变
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%#58$3.3万770股$00股+770股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#52$2.5万577股$2.5万577股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#45$2.0万469股$00股+469股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#60$2.0万460股$00股+460股新买入

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