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INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY

ZFEB
持有机构数
103
机构合计市值 (Q2 2026)
$9,073.8万
机构合计股数 (Q2 2026)
349.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+32.8万股
26 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.0万股
33 · 6 清仓 · ≈
⚖️ 净额
+7,944股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,073.8万
持有机构数
103
新买入
13
加仓
13
减仓
27
清仓
6
持股不变
50
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
Trek Financial, LLC
0.39%0.45%#6$844.6万32.5万股$846.3万33.3万股-8,282股-2.48%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#66$486.5万18.7万股$542.8万21.4万股-2.7万股-12.42%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#89$409.9万15.8万股$410.1万16.2万股-3,759股-2.33%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.05%#33$323.2万12.4万股$316.6万12.5万股-312股-0.25%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#73$317.2万12.2万股$309.9万12.2万股00.00%持仓不变
Alpine Bank Wealth Management
0.38%0.42%#8$298.8万11.5万股$292.0万11.5万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#67$289.2万11.1万股$273.3万10.8万股+3,655股+3.40%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#81$260.9万10.0万股$246.5万9.7万股+3,315股+3.41%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.05%0.04%#30$259.3万10.0万股$106.1万4.2万股+5.8万股+138.85%加仓
NovaPoint Capital, LLC
0.46%1.02%#4$220.9万8.5万股$408.5万16.1万股-7.6万股-47.15%减仓
Blossom Wealth Management
3.1%3.19%#1$220.3万8.5万股$215.3万8.5万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#65$206.2万7.9万股$291.4万11.5万股-3.5万股-30.87%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#69$197.2万7.6万股$216.6万8.5万股-9,395股-11.02%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#93$193.3万7.4万股$95.6万3.8万股+3.7万股+97.62%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#94$179.7万6.9万股$278.8万11.0万股-4.1万股-37.04%减仓
Integrity Advisory Solutions, LLC
0.18%0.22%#15$175.4万6.7万股$165.4万6.5万股+2,340股+3.59%加仓
Lineweaver Wealth Advisors, LLC
0.19%0.22%#14$158.3万6.1万股$165.8万6.5万股-4,380股-6.71%减仓
Peak Wealth Management LLC
1.1%1.26%#2$156.8万6.0万股$153.2万6.0万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#85$154.9万6.0万股$142.2万5.6万股+3,603股+6.43%加仓
CANANDAIGUA NATIONAL BANK & TRUST CO
0.13%#20$152.9万5.9万股$00股+5.9万股新买入
Ashton Thomas Private Wealth, LLC
0.03%0.03%#39$150.7万5.8万股$146.5万5.8万股+310股+0.54%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#88$122.0万4.7万股$119.2万4.7万股00.00%持仓不变
Heck Capital Advisors, LLC
0.07%0.08%#28$116.2万4.5万股$113.5万4.5万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#74$113.8万4.4万股$111.2万4.4万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%#87$106.3万4.1万股$00股+4.1万股新买入
Kingsview Wealth Management, LLC
0.02%0.01%#51$100.0万3.9万股$100.0万3.9万股00.00%持仓不变
Summit Wealth Partners, LLC
0.14%0.15%#18$99.0万3.8万股$95.8万3.8万股+386股+1.02%加仓
OPTIMA CAPITAL LLC
0.39%0.44%#7$97.8万3.8万股$94.8万3.7万股+309股+0.83%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#50$95.5万3.7万股$00股+3.7万股新买入
AssuredPartners Investment Advisors, LLC
0.09%0.1%#26$91.5万3.5万股$89.4万3.5万股00.00%持仓不变
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#60$84.5万3.3万股$83.7万3.3万股-454股-1.38%减仓
Archer Investment Corp
0.15%0.19%#17$78.5万3.0万股$88.2万3.5万股-4,515股-13.00%减仓
WPWealth LLP
0.1%0.1%#23$68.6万2.6万股$67.0万2.6万股00.00%持仓不变
Atlantic Private Wealth, LLC
0.41%0.52%#5$67.6万2.6万股$79.7万3.1万股-5,394股-17.18%减仓
CreativeOne Wealth, LLC
0.01%0.02%#53$66.9万2.6万股$65.8万2.6万股-195股-0.75%减仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#56$66.5万2.6万股$65.0万2.6万股00.00%持仓不变
CENTRAL VALLEY ADVISORS, LLC
0.17%0.18%#16$64.9万2.5万股$65.5万2.6万股-808股-3.13%减仓
KFG WEALTH MANAGEMENT, LLC
0.07%0.08%#27$64.0万2.5万股$62.6万2.5万股00.00%持仓不变
IMG Wealth Management, Inc.
0.35%0.39%#9$63.0万2.4万股$61.6万2.4万股00.00%持仓不变
Truvestments Capital LLC
0.09%0.11%#24$61.3万2.4万股$59.9万2.4万股00.00%持仓不变
Chris Bulman Inc
0.22%0.27%#12$61.0万2.3万股$61.7万2.4万股-809股-3.33%减仓
Clear Creek Financial Management, LLC
0.04%0.04%#36$55.9万2.2万股$55.7万2.2万股-426股-1.94%减仓
COLTON GROOME FINANCIAL ADVISORS, LLC
0.13%#19$54.6万2.1万股$00股+2.1万股新买入
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%0.02%#59$54.3万2.1万股$53.1万2.1万股00.00%持仓不变
GWN SECURITIES INC.
0.09%0.1%#25$54.3万2.1万股$53.1万2.1万股-35股-0.17%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#77$50.9万2.0万股$55.5万2.2万股-2,290股-10.48%减仓
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#80$48.7万1.9万股$48.4万1.9万股-311股-1.63%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#82$46.7万1.8万股$45.6万1.8万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%#64$46.6万1.8万股$00股+1.8万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#90$46.0万1.8万股$40.1万1.6万股+1,878股+11.90%加仓

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