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Innovator ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
I

Innovator ETF信托

INNOVATOR ETFS TRUSTKAUG
持有机构数
40
机构合计市值 (Q2 2026)
$4,895.4万
机构合计股数 (Q2 2026)
170.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+27.6万股
10 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-89.2万股
25 · 7 清仓 · ≈
⚖️ 净额
-61.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,895.4万
持有机构数
40
新买入
4
加仓
6
减仓
18
清仓
7
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
Berkshire Money Management, Inc.
0.71%1.33%#2$772.2万27.0万股$1,300.7万48.5万股-21.5万股-44.40%减仓
First Heartland Consultants, Inc.
0.39%0.41%#4$596.8万20.8万股$538.4万20.1万股+7,645股+3.81%加仓
SageView Advisory 集团SageView Advisory Group, LLC
0.19%#7$592.6万20.7万股$00股+20.7万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#24$592.6万20.7万股$581.4万21.7万股-9,863股-4.55%减仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.01%0.01%#17$374.6万13.1万股$370.0万13.8万股-7,150股-5.18%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#21$338.0万11.8万股$327.7万12.2万股-4,132股-3.38%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#28$241.4万8.4万股$249.5万9.3万股-8,747股-9.40%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$232.7万8.1万股$176.5万6.6万股+1.5万股+23.50%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#22$110.3万3.9万股$144.0万5.4万股-1.5万股-28.27%减仓
Sherry Group, Inc.
0.96%0.33%#1$98.0万3.2万股$30.3万1.1万股+2.1万股+186.20%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#38$97.3万3.4万股$88.6万3.4万股+351股+1.04%加仓
Miller Financial Services LLC
0.53%0.81%#3$65.6万2.3万股$74.2万2.8万股-4,760股-17.19%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#19$56.0万2.0万股$52.8万2.0万股-129股-0.65%减仓
PFS Partners, LLC
0.22%0.24%#6$53.1万1.9万股$52.4万2.0万股-1,006股-5.14%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#36$50.8万1.8万股$47.6万1.8万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$48.7万1.7万股$55.2万2.1万股-3,573股-17.35%减仓
WEALTH ALLIANCE, LLC
0.04%0.04%#13$43.6万1.5万股$40.8万1.5万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#31$42.9万1.5万股$41.1万1.5万股-348股-2.27%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#30$42.7万1.5万股$41.6万1.6万股-582股-3.75%减仓
LPL金融LPL Financial LLC
<0.01%#37$42.0万1.5万股$00股+1.5万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#18$40.6万1.4万股$106.6万4.0万股-2.6万股-64.29%减仓
Faithward Advisors, LLC
0.05%0.05%#12$38.8万1.4万股$37.7万1.4万股-493股-3.51%减仓
WealthShield Partners, LLC
0.06%0.04%#8$38.4万1.3万股$35.9万1.3万股00.00%持仓不变
Keating Financial Advisory Services, Inc.
0.05%0.05%#11$36.1万1.3万股$32.1万1.2万股+630股+5.26%加仓
TopTier Wealth Management, LLC
0.22%0.29%#5$35.8万1.3万股$46.8万1.7万股-4,957股-28.40%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$34.3万1.2万股$51.9万1.9万股-7,344股-37.97%减仓
Outlook Wealth Advisors, LLC
0.06%0.06%#9$27.1万9,467股$25.4万9,467股00.00%持仓不变
FIDUCIARY FINANCIAL GROUP, LLC
0.03%0.03%#15$26.0万9,077股$24.3万9,077股00.00%持仓不变
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#29$25.2万8,800股$23.6万8,800股00.00%持仓不变
Brookstone资本管理Brookstone Capital Management
<0.01%<0.01%#27$24.9万8,709股$25.3万9,436股-727股-7.70%减仓
Elmwood Wealth Management, Inc.
0.05%#10$20.9万7,300股$00股+7,300股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#23$19.6万6,857股$15.2万5,658股+1,199股+21.19%加仓
DHJJ Financial Advisors, Ltd.
0.03%0.04%#14$12.1万4,217股$12.5万4,657股-440股-9.45%减仓
Capital Investment Advisory Services, LLC
0.01%0.01%#20$8.9万3,112股$8.3万3,112股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#34$6.6万2,307股$6.2万2,307股00.00%持仓不变
Noble Wealth Management PBC
0.01%0.01%#16$2.9万1,000股$2.7万1,000股00.00%持仓不变
Capital Analysts, LLC
<0.01%<0.01%#32$2.3万803股$2.1万803股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$1.4万481股$1.3万481股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#39$1.1万372股$00股+372股新买入
EVOLUTION WEALTH MANAGEMENT INC.
<0.01%<0.01%#25$5,725200股$5,362200股00.00%持仓不变

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