13FBOX
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

SCEP
持有机构数
28
机构合计市值 (Q2 2026)
$1.77亿
机构合计股数 (Q2 2026)
706.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+34.5万股
14 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-33.9万股
16 · 4 清仓 · ≈
⚖️ 净额
+5,893股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.77亿
持有机构数
28
新买入
7
加仓
7
减仓
12
清仓
4
持股不变
2
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
0.62%0.71%#7$1.32亿528.5万股$1.31亿554.3万股-25.8万股-4.65%减仓
Key Capital Management, INC
3.83%4.19%#1$744.8万29.8万股$634.1万26.9万股+2.9万股+10.75%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#23$673.5万26.9万股$401.8万17.0万股+9.9万股+58.03%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#20$667.8万26.7万股$399.3万16.9万股+9.8万股+57.69%加仓
LifeWealth Investments, LLC
1.06%1.15%#5$398.1万15.9万股$384.4万16.3万股-3,861股-2.37%减仓
Simplicity Wealth,LLC
0.11%0.18%#14$335.7万13.4万股$318.2万13.5万股-738股-0.55%减仓
B.O.S.S. Retirement Advisors, LLC
0.79%0.9%#6$292.5万11.7万股$295.4万12.5万股-8,318股-6.64%减仓
Quest 10 Wealth Builders, Inc.
1.59%1.73%#4$205.2万8.2万股$197.7万8.4万股-1,807股-2.15%减仓
FLP Wealth Management, LLC
2.72%#2$152.7万6.1万股$00股+6.1万股新买入
Kingdom Financial Group LLC.
0.37%0.42%#10$146.0万5.8万股$146.8万6.2万股-3,899股-6.26%减仓
Centennial Advisors, LLC
1.7%1.84%#3$142.2万5.7万股$144.3万6.1万股-4,338股-7.09%减仓
FSA Advisors, Inc.
0.56%0.68%#8$121.1万4.8万股$103.2万4.4万股+4,644股+10.60%加仓
Slagle Financial, LLC
0.32%0.34%#11$108.4万4.3万股$103.4万4.4万股-511股-1.16%减仓
Lloyd Advisory Services, LLC.
0.39%0.42%#9$101.0万4.0万股$146.8万6.2万股-2.2万股-35.15%减仓
Raleigh Capital Management Inc.
0.3%0.27%#12$93.9万3.8万股$78.2万3.3万股+4,371股+13.17%加仓
SMART Wealth LLC
0.1%0.17%#15$46.8万1.9万股$58.6万2.5万股-6,115股-24.60%减仓
&Partners&PARTNERS
<0.01%<0.01%#22$44.4万1.8万股$24.5万1.0万股+7,332股+70.42%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#27$37.0万1.5万股$00股+1.5万股新买入
旧使命资本OLD MISSION CAPITAL LLC
<0.01%0.01%#21$24.2万9,669股$36.2万1.5万股-5,687股-37.03%减仓
Rothschild Wealth LLC
0.02%0.02%#19$23.7万9,496股$22.5万9,538股-42股-0.44%减仓
HRT金融HRT FINANCIAL LP
<0.01%#24$23.0万9,189股$00股+9,189股新买入
Boomfish Wealth Group, LLC
0.09%#16$20.4万8,174股$00股+8,174股新买入
Montgomery Financial Services LLC
0.12%#13$13.9万5,561股$00股+5,561股新买入
Networth Advisors, LLC
0.06%0.07%#17$10.0万4,015股$9.2万3,902股+113股+2.90%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.04%#18$9.0万3,614股$00股+3,614股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#25$1.2万493股$00股+493股新买入
斯特林资本管理Sterling Capital Management LLC
<0.01%<0.01%#26$7,875315股$7,425315股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$7,225289股$6,811289股00.00%持仓不变

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