13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
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SIMPLIFY EXCHANGE TRADED FUN

TUA
持有机构数
88
机构合计市值 (Q2 2026)
$5.45亿
机构合计股数 (Q2 2026)
2,676.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+548.4万股
50 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-431.3万股
39 · 13 清仓 · ≈
⚖️ 净额
+117.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.45亿
持有机构数
88
新买入
18
加仓
32
减仓
26
清仓
13
持股不变
12
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
简化资产管理Simplify Asset Management Inc.
1.37%1.79%#14$9,825.9万481.1万股$1.17亿552.9万股-71.8万股-12.99%减仓
Gen 信托GenTrust, LLC
2.59%2.6%#8$6,745.3万330.2万股$6,083.4万288.3万股+41.9万股+14.54%加仓
Southern Farm Bureau Life Insurance
5.8%6.6%#2$6,061.1万296.7万股$6,255.5万296.7万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
0.19%0.22%#36$4,158.5万203.6万股$4,046.3万191.8万股+11.8万股+6.17%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#48$3,491.1万170.9万股$2,493.0万118.2万股+52.8万股+44.66%加仓
Mid-American Wealth Advisory Group, Inc.
11.11%10.54%#1$3,074.1万150.5万股$2,495.7万113.9万股+36.6万股+32.09%加仓
Trek Financial, LLC
1.19%#17$2,549.7万124.8万股$00股+124.8万股新买入
锚顾问Ancora Advisors LLC
0.39%#27$2,036.2万99.7万股$00股+99.7万股新买入
Financial Enhancement Group LLC
2.06%1.67%#10$1,725.3万84.5万股$1,350.9万63.4万股+21.1万股+33.31%加仓
Lloyd Advisory Services, LLC.
5.38%0.23%#4$1,387.7万67.9万股$80.7万3.8万股+64.1万股+1,675.69%加仓
Ferguson Shapiro LLC
3.17%14.95%#7$1,083.9万53.1万股$4,909.0万232.7万股-179.6万股-77.19%减仓
ALTFEST L J & CO INC
1.02%1.5%#18$1,048.4万51.3万股$1,400.0万66.4万股-15.0万股-22.64%减仓
Heck Capital Advisors, LLC
0.55%0.67%#25$913.4万44.7万股$904.7万42.9万股+1.8万股+4.30%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$882.2万43.2万股$1,614.3万76.5万股-33.3万股-43.54%减仓
Encompass More Asset Management
1.27%#15$870.7万42.6万股$00股+42.6万股新买入
Park Edge Advisors, LLC
1.53%1.85%#11$725.0万35.5万股$802.2万38.0万股-2.5万股-6.64%减仓
Broussard Financial Group LLC
5.72%6.28%#3$713.7万34.9万股$785.4万37.2万股-2.3万股-6.13%减仓
Authentikos Wealth Advisory, LLC
3.43%3.55%#6$536.8万26.3万股$525.5万24.9万股+1.4万股+5.51%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#68$472.7万23.1万股$92.0万4.4万股+18.8万股+430.86%加仓
Aprio Wealth Management, LLC
0.21%0.27%#33$430.3万21.1万股$491.9万23.3万股-2.2万股-9.64%减仓
Professional Financial Management, Inc.
4.27%4.35%#5$421.2万20.6万股$418.0万19.8万股+8,127股+4.10%加仓
HOLLENCREST CAPITAL MANAGEMENT
0.27%0.16%#31$411.2万20.1万股$424.7万20.1万股00.00%持仓不变
LifeWealth Investments, LLC
0.93%1.03%#20$348.4万17.1万股$344.5万16.3万股+7,314股+4.48%加仓
Elevated Capital Advisors, LLC
0.92%0.88%#22$333.5万16.3万股$349.8万16.6万股-2,502股-1.51%减仓
Magnolia Private Wealth, LLC
0.92%3.02%#21$324.2万24.3万股$452.9万29.9万股-5.6万股-18.77%减仓
HOWARD BAILEY SECURITIES, LLC
1.2%1.29%#16$320.6万15.7万股$312.6万14.8万股+8,833股+5.96%加仓
B.O.S.S. Retirement Advisors, LLC
0.77%0.87%#23$285.4万14.0万股$285.9万13.5万股+4,229股+3.12%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.05%#49$277.4万13.6万股$321.6万15.2万股-1.7万股-10.90%减仓
PRIVATE CLIENT SERVICES, LLC
0.71%1.26%#24$270.5万13.2万股$420.1万19.9万股-6.7万股-33.48%减仓
Great Lakes Retirement, Inc.
0.22%0.27%#32$248.4万12.2万股$260.1万12.3万股-1,661股-1.35%减仓
Gladstone Institutional Advisory LLC
0.06%0.09%#43$204.8万10.0万股$237.3万11.2万股-1.2万股-10.84%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#71$180.9万8.9万股$00股+8.9万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#75$162.3万7.9万股$167.7万7.9万股00.00%持仓不变
Aegis Wealth Management, Inc.
0.99%1.17%#19$153.1万7.5万股$148.4万7.0万股+4,616股+6.56%加仓
Integrated Wealth Management
1.38%1.41%#13$130.3万6.4万股$122.9万5.8万股+5,558股+9.54%加仓
Golden Reserve Retirement LLC
0.19%0.13%#37$119.8万5.9万股$64.1万3.0万股+2.8万股+92.98%加仓
Centennial Advisors, LLC
1.39%1.4%#12$116.6万5.7万股$110.1万5.2万股+4,921股+9.43%加仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.03%#53$107.7万5.3万股$141.7万6.7万股-1.4万股-21.51%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.43%#26$100.8万4.9万股$00股+4.9万股新买入
长青资本管理EVERGREEN CAPITAL MANAGEMENT LLC
0.02%0.03%#56$89.9万4.4万股$119.8万5.7万股-1.3万股-22.44%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#78$83.7万4.1万股$86.5万4.1万股00.00%持仓不变
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#65$79.7万3.9万股$68.7万3.3万股+6,410股+19.66%加仓
Kingdom Financial Group LLC.
0.2%0.23%#34$78.2万3.8万股$80.7万3.8万股+35股+0.09%加仓
EVOKE WEALTH, LLC
0.01%0.01%#57$69.7万3.3万股$69.7万3.3万股00.00%持仓不变
Csenge Advisory 集团Csenge Advisory Group
0.03%0.04%#51$67.0万3.3万股$91.7万4.3万股-1.1万股-24.51%减仓
Straight Path Wealth Management
0.15%0.18%#38$64.7万3.2万股$68.5万3.2万股-750股-2.31%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#60$47.0万2.3万股$44.1万2.1万股+2,107股+10.07%加仓
Legacy PCG, LLC
2.07%2.49%#9$44.7万2.2万股$46.4万2.2万股00.00%持仓不变
4WEALTH ADVISORS, INC.
0.33%0.4%#28$43.2万2.1万股$47.3万2.2万股-1,410股-6.27%减仓
Cumberland Partners Ltd
0.03%0.03%#52$39.3万1.9万股$40.4万1.9万股+64股+0.33%加仓

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