13FBOX
LHA MARKET STATE TACTICAL BETA ETF · 13F 机构持仓分析
期权收益计算器 机构排行
L

LHA MARKET STATE TACTICAL BETA ETF

MSTB
持有机构数
27
机构合计市值 (Q2 2026)
$1.20亿
机构合计股数 (Q2 2026)
277.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+7.9万股
15 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.3万股
8 · 1 清仓 · ≈
⚖️ 净额
+4.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.20亿
持有机构数
27
新买入
10
加仓
5
减仓
7
清仓
1
持股不变
5
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
Brookstone资本管理Brookstone Capital Management
0.51%0.52%#4$5,123.8万119.5万股$4,563.0万119.1万股+3,281股+0.28%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#11$1,928.5万45.0万股$1,682.3万43.9万股+1.0万股+2.37%加仓
CreativeOne Wealth, LLC
0.19%0.2%#7$878.5万20.5万股$844.7万22.1万股-1.6万股-7.12%减仓
MILESTONE ASSET MANAGEMENT, LLC
1.25%1.28%#2$798.9万18.6万股$696.1万18.2万股+4,528股+2.49%加仓
Uniting Wealth Partners, LLC
1.61%1.49%#1$795.2万18.5万股$700.7万18.3万股+2,452股+1.34%加仓
Sigma Planning Corp
0.17%0.17%#8$677.4万15.8万股$605.4万15.8万股-141股-0.09%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$467.5万10.9万股$435.0万11.4万股-4,583股-4.04%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#17$230.5万5.4万股$206.7万5.4万股-220股-0.41%减仓
Forefront Wealth Partners, LLC
0.9%0.94%#3$224.2万5.9万股$224.2万5.9万股00.00%持仓不变
Palumbo Wealth Management LLC
0.41%0.43%#5$195.5万4.6万股$176.5万4.6万股-499股-1.08%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#18$122.6万2.8万股$86.8万2.2万股+5,847股+26.06%加仓
Coppell Advisory Solutions LLC
0.08%#10$102.8万437股$00股+437股新买入
共同顾问Mutual Advisors, LLC
0.02%0.02%#12$88.5万2.1万股$81.3万2.1万股-599股-2.82%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#13$68.7万1.6万股$00股+1.6万股新买入
Reyes Financial Architecture, Inc.
0.31%#6$54.8万1.3万股$00股+1.3万股新买入
阿尔法核心资本AlphaCore Capital LLC
0.01%0.01%#14$38.4万8,950股$34.3万8,950股00.00%持仓不变
Indiana Trust & Investment Management Co
0.13%0.12%#9$38.3万1.0万股$38.3万1.0万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%#23$36.5万8,514股$00股+8,514股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%#20$29.0万6,763股$00股+6,763股新买入
GTS SECURITIES LLC
<0.01%0.02%#15$23.6万5,496股$61.6万1.6万股-1.1万股-65.84%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#24$21.5万5,011股$00股+5,011股新买入
Plante Moran Financial Advisors, LLC
<0.01%#16$7.0万1,622股$00股+1,622股新买入
AE财富管理AE Wealth Management LLC
<0.01%#21$4.9万1,144股$00股+1,144股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%#25$1.0万237股$00股+237股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#22$1,07225股$95825股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%#27$551股$00股+1股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#26$431股$381股00.00%持仓不变

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