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嘉信策略信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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嘉信策略信托

SCHWAB STRATEGIC TRSTCE
持有机构数
72
机构合计市值 (Q2 2026)
$4,041.1万
机构合计股数 (Q2 2026)
57.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+27.8万股
29 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.8万股
32 · 10 清仓 · ≈
⚖️ 净额
+12.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,041.1万
持有机构数
72
新买入
14
加仓
15
减仓
22
清仓
10
持股不变
21
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
GTS SECURITIES LLC
0.17%#5$785.0万11.2万股$00股+11.2万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#17$458.3万6.6万股$65.9万1.3万股+5.3万股+416.45%加仓
Global Wealth Strategies & Associates
0.81%0.75%#4$427.6万6.1万股$306.7万5.9万股+2,127股+3.60%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#19$375.1万5.4万股$333.3万6.4万股-1.0万股-16.37%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#44$360.6万5.2万股$52.5万1.0万股+4.1万股+410.80%加仓
Quattro Advisors LLC
1.57%1.46%#1$235.4万3.4万股$168.7万3.2万股+1,205股+3.71%加仓
Oasis Advisors, LLC
1.41%#2$216.9万3.1万股$00股+3.1万股新买入
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#37$174.1万2.5万股$130.8万2.5万股-261股-1.04%减仓
正交资本Quadrature Capital Ltd
0.01%#18$102.0万1.5万股$00股+1.5万股新买入
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.03%#8$100.0万1.4万股$61.5万1.2万股+2,465股+20.84%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#56$89.8万1.3万股$113.8万2.2万股-9,067股-41.40%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%<0.01%#20$79.1万1.1万股$57.0万1.1万股+339股+3.09%加仓
FLOW TRADERS U.S. LLC
0.03%0.18%#9$76.1万1.1万股$556.2万10.7万股-9.6万股-89.83%减仓
Advyzon Investment Management, LLC
0.05%0.04%#6$74.8万1.1万股$49.1万9,449股+1,241股+13.13%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#58$57.4万8,200股$63.4万1.2万股-4,000股-32.79%减仓
OneAscent Financial Services LLC
0.02%0.01%#11$46.9万6,710股$25.6万4,919股+1,791股+36.41%加仓
Wealth Management Nebraska
0.04%0.03%#7$46.8万6,691股$31.1万5,976股+715股+11.96%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#21$30.2万4,324股$40.6万7,809股-3,485股-44.63%减仓
BREAKTHRU ADVISORY SERVICES, LLC
0.98%0.6%#3$29.1万4,165股$37.3万7,185股-3,020股-42.03%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#57$28.2万4,037股$00股+4,037股新买入
MCF 顾问MCF Advisors LLC
0.01%0.01%#16$26.5万3,795股$19.7万3,795股00.00%持仓不变
Belvedere交易Belvedere Trading LLC
<0.01%<0.01%#45$26.0万3,717股$110.3万2.1万股-1.7万股-82.48%减仓
Creative Planning财富管理Creative Planning
<0.01%#50$25.3万3,618股$00股+3,618股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%#47$24.6万3,514股$00股+3,514股新买入
AdvisorNet Financial, Inc
0.01%0.01%#15$22.3万3,191股$21.3万4,094股-903股-22.06%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#48$17.8万2,544股$10.2万1,959股+585股+29.86%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#35$11.9万1,700股$9.9万1,890股-190股-10.05%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#67$9.9万1,422股$82310股+1,412股+14,120.00%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#55$7.0万1,000股$00股+1,000股新买入
Triumph Capital Management
0.01%0.01%#14$6.8万975股$4.8万923股+52股+5.63%加仓
Strategic Investment Solutions, Inc. /IL
0.02%0.05%#13$6.6万950股$19.0万3,650股-2,700股-73.97%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#62$6.5万927股$4.8万927股00.00%持仓不变
Lodestone Wealth Management LLC
0.02%0.02%#12$6.0万854股$4.4万854股00.00%持仓不变
Bogart Wealth, LLC
<0.01%<0.01%#28$5.2万739股$3.8万739股00.00%持仓不变
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#29$5.1万735股$4.3万835股-100股-11.98%减仓
4Thought Financial Group Inc.
0.02%0.02%#10$4.8万683股$4.1万786股-103股-13.10%减仓
JFS WEALTH ADVISORS, LLC
<0.01%<0.01%#27$3.9万563股$5,04397股+466股+480.41%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#51$2.9万408股$00股+408股新买入
SJS Investment Consulting Inc.
<0.01%<0.01%#24$2.5万363股$2.1万398股-35股-8.79%减仓
IMA Advisory Services, Inc.
<0.01%#31$2.4万348股$00股+348股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#39$2.4万347股$1.9万369股-22股-5.96%减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#38$2.4万350股$1.8万350股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#69$2.4万341股$1,14422股+319股+1,450.00%加仓
FINANCIAL CONSULATE, INC
<0.01%<0.01%#26$2.0万285股$1.5万285股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%#60$1.4万200股$00股+200股新买入
Go Invest LLC
<0.01%#23$1.3万181股$00股+181股新买入
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#61$1.2万172股$8,941172股00.00%持仓不变
Crews Bank & Trust
<0.01%<0.01%#33$1.1万156股$8,109156股00.00%持仓不变
Bernard Wealth Management Corp.
<0.01%<0.01%#22$9,357180股$9,357180股00.00%持仓不变
GHP Investment Advisors, Inc.
<0.01%<0.01%#43$8,555122股$6,358122股00.00%持仓不变

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