13FBOX
BELPOINTE PREP · 13F 机构持仓分析
期权收益计算器 机构排行
B

BELPOINTE PREP

BELPOINTE PREP LLCOZ
持有机构数
44
机构合计市值 (Q2 2026)
$5,752.8万
机构合计股数 (Q2 2026)
127.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.5万股
10 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.5万股
19 · 6 清仓 · ≈
⚖️ 净额
-7.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,752.8万
持有机构数
44
新买入
6
加仓
4
减仓
13
清仓
6
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
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.16%0.23%#9$1,091.6万24.1万股$1,312.1万24.7万股-5,614股-2.28%减仓
Precision Wealth Strategies, LLC
3.21%4.25%#1$1,064.3万23.5万股$1,280.5万24.1万股-5,687股-2.36%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.32%0.44%#2$985.5万21.8万股$1,204.8万22.6万股-8,858股-3.91%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#27$426.1万9.4万股$500.5万9.4万股00.00%持仓不变
United Asset Strategies, Inc.
0.28%0.38%#3$401.8万8.9万股$475.4万8.9万股-632股-0.71%减仓
Brookwood Investment Group LLC
0.18%0.25%#5$163.0万3.6万股$201.5万3.8万股-1,876股-4.95%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#39$115.6万2.6万股$87.5万1.6万股+9,064股+55.09%加仓
Mason & Associates Inc
0.18%0.25%#8$111.6万2.5万股$130.8万2.5万股-700股-2.76%减仓
WEALTH ALLIANCE, LLC
0.09%0.12%#15$104.1万2.3万股$122.2万2.3万股00.00%持仓不变
Lido顾问Lido Advisors, LLC
<0.01%0.01%#31$103.8万2.3万股$339.5万6.4万股-4.1万股-64.10%减仓
SHEETS SMITH WEALTH MANAGEMENT
0.1%0.13%#13$98.7万2.2万股$115.9万2.2万股00.00%持仓不变
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.02%0.03%#19$96.0万2.1万股$112.8万2.1万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#34$83.2万1.8万股$97.7万1.8万股00.00%持仓不变
Navis Wealth Advisors, LLC
0.28%0.44%#4$73.5万1.6万股$86.3万1.6万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#28$72.0万1.6万股$00股+1.6万股新买入
Keystone Wealth Services, LLC
0.13%0.18%#10$70.5万1.6万股$82.8万1.6万股00.00%持仓不变
B.O.S.S. Retirement Advisors, LLC
0.18%0.24%#7$67.7万1.5万股$80.3万1.5万股-137股-0.91%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#35$67.3万1.5万股$97.5万1.8万股-3,474股-18.95%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$59.2万1.3万股$69.6万1.3万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#36$54.2万1.2万股$93.0万1.7万股-5,516股-31.54%减仓
Hopwood Nicholas Hunter
0.1%#14$34.8万7,678股$00股+7,678股新买入
共同顾问Mutual Advisors, LLC
0.01%0.01%#26$34.0万7,500股$39.9万7,500股00.00%持仓不变
TOUNJIAN ADVISORY PARTNERS, LLC
0.12%#11$28.4万6,273股$00股+6,273股新买入
LANE BROTHERS & CO INC
0.18%0.24%#6$28.0万6,187股$32.9万6,187股00.00%持仓不变
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%0.01%#30$27.4万6,052股$42.6万8,014股-1,962股-24.48%减仓
Walser Wealth Management Company, A Ltd Liability Co
0.11%0.14%#12$27.4万6,052股$32.2万6,052股00.00%持仓不变
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#38$25.4万5,611股$29.9万5,611股00.00%持仓不变
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.01%#24$24.2万5,337股$28.4万5,337股00.00%持仓不变
NewEdge财富NewEdge Wealth, LLC
<0.01%<0.01%#32$23.9万5,281股$28.1万5,281股00.00%持仓不变
Outlook Wealth Advisors, LLC
0.05%0.06%#16$22.6万4,996股$26.6万4,996股00.00%持仓不变
SMART Wealth LLC
0.05%0.08%#17$22.4万4,937股$26.3万4,937股00.00%持仓不变
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.01%0.01%#21$22.1万4,869股$25.9万4,869股00.00%持仓不变
Accurate Wealth Management, LLC
0.02%0.03%#20$20.6万4,557股$24.0万4,558股-1股-0.02%减仓
FULTON BANK, N.A.
0.01%<0.01%#22$18.4万4,060股$21.6万4,060股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#41$18.2万4,012股$18.2万3,419股+593股+17.34%加仓
中央信托CENTRAL TRUST Co
<0.01%#29$17.7万3,899股$00股+3,899股新买入
Abound Wealth Management
0.03%0.04%#18$16.5万3,645股$19.4万3,645股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$14.5万3,212股$20.4万3,195股+17股+0.53%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$5.7万1,260股$00股+1,260股新买入
REAP Financial Group, LLC
0.01%0.01%#25$4.4万970股$5.2万970股00.00%持仓不变
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#42$2.7万600股$00股+600股新买入
东方银行EASTERN BANK
<0.01%<0.01%#37$2.7万593股$3.2万593股00.00%持仓不变
OBSIDIAN CIO, LLC
0.01%0.02%#23$1.3万292股$2.0万373股-81股-21.72%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#44$45110股$3647股+3股+42.86%加仓

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