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STERLING CAP FDS · 13F 机构持仓分析
期权收益计算器 机构排行
S

STERLING CAP FDS

SCMC
持有机构数
24
机构合计市值 (Q2 2026)
$1.50亿
机构合计股数 (Q2 2026)
597.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+75.7万股
21 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.3万股
5 · 3 清仓 · ≈
⚖️ 净额
+69.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.50亿
持有机构数
24
新买入
5
加仓
16
减仓
2
清仓
3
持股不变
1
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
AE财富管理AE Wealth Management LLC
0.52%0.54%#7$1.11亿442.5万股$1.00亿400.1万股+42.4万股+10.61%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$700.5万27.9万股$528.8万21.2万股+6.7万股+31.79%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#19$700.5万27.9万股$528.5万21.1万股+6.7万股+31.87%加仓
Key Capital Management, INC
3.22%3.2%#1$626.1万24.9万股$485.0万19.4万股+5.5万股+28.43%加仓
LifeWealth Investments, LLC
0.89%0.88%#5$331.3万13.2万股$295.6万11.8万股+1.4万股+11.48%加仓
Simplicity Wealth,LLC
0.1%0.14%#13$300.2万11.9万股$252.6万10.1万股+1.8万股+18.24%加仓
B.O.S.S. Retirement Advisors, LLC
0.67%0.69%#6$247.0万9.8万股$226.5万9.1万股+7,700股+8.50%加仓
Quest 10 Wealth Builders, Inc.
1.35%1.33%#4$173.4万6.9万股$151.9万6.1万股+8,221股+13.53%加仓
FLP Wealth Management, LLC
2.27%#2$127.8万5.1万股$00股+5.1万股新买入
Kingdom Financial Group LLC.
0.31%0.32%#10$121.7万4.8万股$112.5万4.5万股+3,424股+7.61%加仓
Centennial Advisors, LLC
1.42%1.41%#3$119.2万4.7万股$111.1万4.4万股+2,992股+6.73%加仓
FSA Advisors, Inc.
0.47%0.52%#8$102.0万4.1万股$79.2万3.2万股+8,906股+28.13%加仓
Slagle Financial, LLC
0.27%0.26%#11$90.8万3.6万股$79.5万3.2万股+4,344股+13.66%加仓
Lloyd Advisory Services, LLC.
0.33%0.32%#9$84.5万3.4万股$112.5万4.5万股-1.1万股-25.23%减仓
Raleigh Capital Management Inc.
0.25%0.2%#12$76.8万3.1万股$59.3万2.4万股+6,862股+28.93%加仓
SMART Wealth LLC
0.09%0.13%#15$39.6万1.6万股$44.8万1.8万股-2,189股-12.21%减仓
Rothschild Wealth LLC
0.02%#18$20.0万7,968股$00股+7,968股新买入
Montgomery Financial Services LLC
0.1%#14$11.5万4,594股$00股+4,594股新买入
Networth Advisors, LLC
0.05%0.05%#16$8.5万3,367股$7.1万2,854股+513股+17.97%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.03%#17$7.5万2,979股$00股+2,979股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#24$4.2万1,679股$2.2万870股+809股+92.99%加仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#21$1.0万415股$00股+415股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$5,302211股$5,275211股00.00%持仓不变
斯特林资本管理Sterling Capital Management LLC
<0.01%<0.01%#22$5,051201股$4,250170股+31股+18.24%加仓

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