13FBOX
CAPITOL SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITOL SER TR

SCEC
持有机构数
32
机构合计市值 (Q2 2026)
$4.37亿
机构合计股数 (Q2 2026)
1,743.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+390.1万股
23 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-233.9万股
9 · 6 清仓 · ≈
⚖️ 净额
+156.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.37亿
持有机构数
32
新买入
7
加仓
16
减仓
3
清仓
6
持股不变
6
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
0.69%0.75%#14$1.49亿595.5万股$1.38亿549.3万股+46.2万股+8.41%加仓
CWA Asset Management 集团CWA Asset Management Group, LLC
1.82%1.43%#10$5,960.3万238.1万股$4,198.4万167.4万股+70.7万股+42.25%加仓
Kingdom Financial Group LLC.
15.19%16.47%#3$5,948.3万237.6万股$5,755.8万229.5万股+8.1万股+3.55%加仓
Key Capital Management, INC
16.98%17.38%#2$3,297.0万131.7万股$2,631.5万104.9万股+26.8万股+25.54%加仓
HOWARD BAILEY SECURITIES, LLC
12.16%12.13%#4$3,242.3万129.5万股$2,950.7万117.6万股+11.9万股+10.10%加仓
Montgomery Financial Services LLC
22.01%#1$2,531.5万101.1万股$00股+101.1万股新买入
LifeWealth Investments, LLC
6%5.71%#5$2,244.5万89.7万股$1,913.9万76.3万股+13.4万股+17.51%加仓
Simplicity Wealth,LLC
0.54%#15$1,599.9万63.9万股$00股+63.9万股新买入
Global Wealth Management Investment Advisory, Inc.
0.94%0.95%#11$660.8万26.4万股$605.4万24.1万股+2.3万股+9.36%加仓
FWG Investments, LLC.
3.47%3.93%#7$655.0万26.2万股$618.2万24.6万股+1.5万股+6.17%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#28$598.1万23.9万股$00股+23.9万股新买入
Quest 10 Wealth Builders, Inc.
2.93%2.58%#8$377.4万15.1万股$293.8万11.7万股+3.4万股+28.70%加仓
FLP Wealth Management, LLC
4.83%4.62%#6$271.8万10.9万股$195.0万7.7万股+3.2万股+41.17%加仓
Lloyd Advisory Services, LLC.
0.94%16.47%#12$241.3万9.6万股$5,755.8万229.5万股-219.8万股-95.80%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%#22$220.8万8.8万股$00股+8.8万股新买入
Centennial Advisors, LLC
2.62%2.7%#9$219.6万8.8万股$212.2万8.5万股+3,108股+3.67%加仓
FSA Advisors, Inc.
0.75%1.07%#13$163.2万6.5万股$162.8万6.5万股+324股+0.50%加仓
Decker Retirement Planning Inc.
0.28%0.36%#16$81.7万3.3万股$78.5万3.1万股+1,351股+4.32%加仓
B.O.S.S. Retirement Advisors, LLC
0.2%0.25%#17$75.0万3.0万股$81.6万3.3万股-2,565股-7.89%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#23$67.3万2.7万股$00股+2.7万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#30$66.6万2.7万股$252.2万10.1万股-7.4万股-73.54%减仓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
0.07%0.08%#20$58.0万2.3万股$58.1万2.3万股00.00%持仓不变
CreativeOne Wealth, LLC
0.01%0.01%#24$30.5万1.2万股$30.5万1.2万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
<0.01%#25$28.8万1.2万股$00股+1.2万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#29$25.3万1.0万股$25.3万1.0万股00.00%持仓不变
Networth Advisors, LLC
0.14%0.16%#18$23.5万9,394股$23.0万9,153股+241股+2.63%加仓
LifePlan Investment Advisors, Inc.
0.08%0.09%#19$23.5万9,369股$22.0万8,776股+593股+6.76%加仓
Procyon Advisors, LLC
<0.01%<0.01%#26$20.0万8,004股$20.1万8,004股00.00%持仓不变
TOUNJIAN ADVISORY PARTNERS, LLC
0.03%#21$8.0万3,212股$00股+3,212股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#31$6.9万2,752股$1.6万641股+2,111股+329.33%加仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#27$2.9万1,178股$3.0万1,178股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$5,483219股$5,494219股00.00%持仓不变

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