13FBOX
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY

DDFJ
持有机构数
52
机构合计市值 (Q2 2026)
$4,345.1万
机构合计股数 (Q2 2026)
220.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.9万股
22 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-258.6万股
13 · 4 清仓 · ≈
⚖️ 净额
-200.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,345.1万
持有机构数
52
新买入
11
加仓
11
减仓
9
清仓
4
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
Elmwood Wealth Management, Inc.
1.25%1.15%#2$498.3万25.2万股$414.6万22.1万股+3.1万股+14.04%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.04%0.04%#20$411.4万20.8万股$369.8万19.7万股+1.1万股+5.57%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$311.5万15.8万股$311.6万16.6万股-8,533股-5.14%减仓
Welch Financial Planning, LLC
1.77%0.21%#1$303.8万15.4万股$28.8万1.5万股+13.8万股+901.31%加仓
Archer Investment Corp
0.47%0.54%#6$240.5万12.2万股$255.6万13.6万股-1.5万股-10.70%减仓
组成财富Composition Wealth, LLC
0.02%#23$198.4万10.0万股$00股+10.0万股新买入
JDM Financial Group LLC
0.35%#7$187.9万9.5万股$00股+9.5万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#39$183.8万9.3万股$175.0万9.3万股-300股-0.32%减仓
BlueStem Wealth Partners, LLC
0.16%0.17%#10$158.1万8.0万股$150.0万8.0万股00.00%持仓不变
CORRADO ADVISORS, LLC
0.77%0.79%#3$151.8万8.1万股$151.8万8.1万股00.00%持仓不变
IMA Advisory Services, Inc.
0.09%#14$149.8万7.6万股$00股+7.6万股新买入
ARS Wealth Advisors Group, LLC
0.11%0.11%#12$141.5万7.2万股$134.3万7.2万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#37$117.8万6.0万股$111.3万5.9万股+249股+0.42%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#36$98.9万5.0万股$93.9万5.0万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#48$94.8万4.8万股$23.2万1.2万股+3.6万股+288.28%加仓
RED CRANE WEALTH MANAGEMENT, LLC
0.66%0.72%#4$89.7万4.5万股$87.5万4.7万股-1,250股-2.68%减仓
KRAEMATON INVESTMENT ADVISORS, INC
0.56%0.54%#5$74.6万3.8万股$65.9万3.5万股+2,600股+7.40%加仓
Sigma Planning Corp
0.02%0.02%#26$62.1万3.1万股$59.0万3.1万股-50股-0.16%减仓
Trek Financial, LLC
0.03%0.03%#21$61.0万3.1万股$57.9万3.1万股00.00%持仓不变
Cassady Wealth & Retirement Planning, LLC
0.28%0.28%#8$59.9万3.0万股$58.4万3.0万股+237股+0.79%加仓
ACT Advisors, LLC.
0.18%0.22%#9$54.4万2.8万股$52.5万2.8万股-471股-1.68%减仓
HRT金融HRT FINANCIAL LP
<0.01%#42$48.9万2.5万股$00股+2.5万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#40$46.4万2.3万股$44.0万2.3万股00.00%持仓不变
Weaver Capital Management LLC
0.1%0.1%#13$43.9万2.3万股$43.9万2.3万股00.00%持仓不变
Range Financial Group LLC
0.12%0.14%#11$43.7万2.2万股$42.9万2.3万股-733股-3.21%减仓
Cardinal Point Capital Management ULC
0.02%0.02%#22$41.9万2.1万股$39.8万2.1万股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#38$37.1万1.9万股$35.2万1.9万股00.00%持仓不变
GUARDIAN WEALTH ADVISORS, LLC / NC
0.02%0.02%#24$37.1万1.9万股$35.2万1.9万股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#30$34.8万1.8万股$00股+1.8万股新买入
Keystone Wealth Services, LLC
0.06%0.07%#17$32.7万1.7万股$31.1万1.7万股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%0.18%#41$31.4万1.6万股$4,409.8万235.1万股-233.5万股-99.32%减仓
Soltis Investment Advisors LLC
0.02%0.02%#25$30.9万1.6万股$29.3万1.6万股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
0.08%0.09%#15$28.9万1.5万股$26.6万1.4万股+435股+3.07%加仓
信安证券PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#35$27.6万1.4万股$26.2万1.4万股00.00%持仓不变
Kingsview Wealth Management, LLC
<0.01%<0.01%#32$27.0万1.4万股$27.0万1.4万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#49$25.4万1.3万股$00股+1.3万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%0.04%#34$24.7万1.3万股$233.1万12.4万股-11.2万股-89.93%减仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.01%0.01%#28$24.1万1.2万股$22.9万1.2万股00.00%持仓不变
Southland Equity Partners LLC
0.04%0.04%#19$22.1万1.1万股$20.9万1.1万股00.00%持仓不变
CENTAURUS FINANCIAL, INC.
0.01%#29$17.0万8,603股$00股+8,603股新买入
Innovative Asset Advisors Group, LLC
0.07%#16$15.9万8,046股$00股+8,046股新买入
Cape Investment Advisory, Inc.
0.04%#18$15.3万7,742股$00股+7,742股新买入
Arax顾问Arax Advisory Partners
<0.01%#43$10.3万5,200股$00股+5,200股新买入
Physician Wealth Advisors, Inc.
0.01%0.01%#27$9.9万5,000股$9.4万5,000股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#51$8.1万4,075股$1.2万644股+3,431股+532.76%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#45$2.9万1,487股$1.6万841股+646股+76.81%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#46$2.1万1,046股$2.0万1,046股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$2.0万1,000股$1.9万1,000股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$1.5万750股$1.4万750股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#44$8,521431股$7,879420股+11股+2.62%加仓

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