13FBOX
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER

XBJL
持有机构数
103
机构合计市值 (Q2 2026)
$9,898.9万
机构合计股数 (Q2 2026)
246.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.7万股
32 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-302.7万股
51 · 9 清仓 · ≈
⚖️ 净额
-285.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,898.9万
持有机构数
103
新买入
18
加仓
14
减仓
42
清仓
9
持股不变
29
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
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.32%0.32%#10$642.4万16.0万股$570.1万15.3万股+7,004股+4.58%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#64$549.8万13.7万股$532.5万14.3万股-5,972股-4.18%减仓
Millington Financial Advisors, LLC
1.91%2.04%#1$494.4万12.4万股$484.1万12.3万股+956股+0.78%加仓
IFP顾问IFP Advisors, Inc
0.07%0.07%#28$385.8万9.6万股$353.3万9.5万股+1,253股+1.32%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.41%0.46%#9$329.6万8.2万股$316.9万8.3万股-913股-1.10%减仓
Brookstone资本管理Brookstone Capital Management
0.03%0.73%#39$316.9万7.9万股$6,362.8万170.7万股-162.8万股-95.38%减仓
CENTRAL VALLEY ADVISORS, LLC
0.81%0.82%#6$315.1万7.8万股$301.8万8.1万股-2,522股-3.11%减仓
Kellett Wealth Advisors, LLC
1.31%1.43%#3$281.3万7.0万股$263.8万7.1万股-714股-1.01%减仓
Weaver Consulting Group
0.55%0.62%#7$269.8万6.7万股$261.6万6.9万股-1,330股-1.93%减仓
Spire 财富管理Spire Wealth Management
0.08%0.08%#26$252.9万6.3万股$237.5万6.4万股-746股-1.17%减仓
RK资本管理RK Capital Management, LLC/FL
0.02%0.1%#48$249.5万6.2万股$248.4万6.7万股-4,504股-6.76%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#70$239.3万6.0万股$227.1万6.1万股-1,351股-2.22%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#61$235.1万5.9万股$254.1万6.8万股-9,644股-14.14%减仓
4J Wealth Management LLC
1.08%1.2%#4$219.3万5.5万股$211.9万5.7万股-2,234股-3.93%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#79$196.6万4.9万股$182.4万4.9万股00.00%持仓不变
Brookwood Investment Group LLC
0.22%0.21%#15$192.6万4.8万股$172.6万4.5万股+2,797股+6.16%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#90$182.9万4.6万股$158.9万4.3万股+2,922股+6.85%加仓
Welch Financial Planning, LLC
1.02%4.83%#5$174.9万4.4万股$671.4万17.7万股-13.3万股-75.23%减仓
KFG WEALTH MANAGEMENT, LLC
0.19%0.21%#18$172.2万4.3万股$165.3万4.4万股-1,490股-3.36%减仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#60$172.0万4.3万股$164.2万4.4万股-1,224股-2.78%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#92$164.8万4.1万股$87.9万2.4万股+1.7万股+73.89%加仓
Trek Financial, LLC
0.07%0.08%#27$159.3万4.0万股$147.8万4.0万股00.00%持仓不变
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.03%0.03%#43$154.2万3.9万股$156.4万4.0万股-1,031股-2.59%减仓
O'Connor Financial Group LLC
0.51%0.55%#8$144.2万3.6万股$134.1万3.6万股-65股-0.18%减仓
GWN SECURITIES INC.
0.24%0.27%#12$142.3万3.6万股$141.2万3.7万股-1,535股-4.13%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.03%0.03%#41$132.9万3.3万股$126.4万3.3万股00.00%持仓不变
IHT 财富管理IHT Wealth Management, LLC
0.03%0.04%#44$130.3万3.2万股$176.1万4.7万股-1.5万股-31.32%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#96$114.8万2.9万股$119.6万3.2万股-3,482股-10.86%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#76$111.2万2.8万股$76.9万2.1万股+7,060股+34.24%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#86$103.2万2.6万股$95.4万2.6万股+84股+0.33%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#80$102.2万2.5万股$97.1万2.5万股00.00%持仓不变
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.14%0.15%#23$99.3万2.5万股$94.4万2.5万股00.00%持仓不变
Castle Rock Wealth Management, LLC
0.19%0.2%#17$99.1万2.5万股$92.2万2.5万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.01%#55$96.4万2.4万股$65.0万1.7万股+6,903股+40.35%加仓
Triumph Capital Management
0.17%0.17%#19$96.2万2.4万股$82.7万2.2万股+1,763股+7.95%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#82$96.1万2.4万股$89.7万2.4万股-152股-0.63%减仓
SageView Advisory 集团SageView Advisory Group, LLC
0.03%#42$94.6万2.4万股$00股+2.4万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#78$89.3万2.2万股$95.4万2.6万股-3,350股-13.09%减仓
Berger Financial Group, Inc
0.04%0.05%#35$87.8万2.2万股$81.5万2.2万股00.00%持仓不变
ATTICUS WEALTH MANAGEMENT, LLC
0.21%0.22%#16$87.5万2.2万股$81.2万2.2万股00.00%持仓不变
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#58$87.4万2.2万股$83.4万2.2万股-634股-2.83%减仓
SteelPeak Wealth, LLC
0.02%#49$81.4万2.0万股$00股+2.0万股新买入
CROSSPOINT FINANCIAL, LLC
1.83%2.13%#2$79.8万2.0万股$84.6万2.2万股-2,300股-10.34%减仓
Lantz Financial LLC
0.13%0.13%#24$68.4万1.7万股$63.7万1.7万股-51股-0.30%减仓
Atria投资Atria Investments, Inc
0.01%#62$67.7万1.7万股$00股+1.7万股新买入
HRT金融HRT FINANCIAL LP
<0.01%#81$56.8万1.4万股$00股+1.4万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#85$56.7万1.4万股$53.4万1.4万股-225股-1.57%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#97$55.5万1.4万股$85.6万2.3万股-9,153股-39.85%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#93$55.3万1.4万股$574.6万15.4万股-14.0万股-91.08%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.02%0.04%#52$54.3万1.4万股$52.6万1.4万股-602股-4.26%减仓

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