13FBOX
NORTHERN LTS FD TR II · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LTS FD TR II

WCPB
持有机构数
23
机构合计市值 (Q2 2026)
$1.65亿
机构合计股数 (Q2 2026)
652.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+91.3万股
22 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.7万股
2 · 1 清仓 · ≈
⚖️ 净额
+84.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.65亿
持有机构数
23
新买入
9
加仓
13
减仓
1
清仓
1
持股不变
0
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
New Perspectives, Inc
24.05%25.11%#1$7,838.2万309.2万股$7,250.5万286.7万股+22.5万股+7.85%加仓
SMI Advisory Services, LLC
3.47%3.4%#3$2,143.5万84.5万股$2,061.6万81.4万股+3.1万股+3.83%加仓
Clear Trail Advisors, LLC
2.49%2.45%#5$1,631.0万64.3万股$1,474.2万58.3万股+6.0万股+10.38%加仓
PFW Advisors LLC
2.53%2.65%#4$869.0万34.3万股$841.5万33.3万股+1.0万股+3.03%加仓
STAPP WEALTH MANAGEMENT, PLLC
10.73%10.37%#2$821.4万32.4万股$812.1万32.1万股+2,925股+0.91%加仓
LexAurum Advisors, LLC
0.74%0.63%#7$639.5万25.2万股$487.9万19.3万股+5.9万股+30.76%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%#15$520.7万20.5万股$00股+20.5万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.04%#13$470.9万18.6万股$456.2万18.0万股+5,300股+2.94%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#19$315.3万12.4万股$159.2万6.3万股+6.1万股+97.60%加仓
Sigma Planning Corp
0.08%0.09%#11$306.4万12.1万股$327.9万13.0万股-8,763股-6.76%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%#18$268.8万10.6万股$00股+10.6万股新买入
RAINIER FAMILY WEALTH INC
1.3%1.42%#6$228.9万9.0万股$211.2万8.4万股+6,779股+8.12%加仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#16$138.3万5.5万股$00股+5.5万股新买入
TOTH FINANCIAL ADVISORY CORP
0.06%0.04%#12$57.8万2.3万股$35.9万1.4万股+8,584股+60.40%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#22$53.0万2.1万股$00股+2.1万股新买入
Trademark Financial Management, LLC
0.19%0.16%#9$46.9万1.9万股$33.1万1.3万股+5,413股+41.34%加仓
Morey & Quinn Wealth Partners, LLC
0.27%#8$42.1万1.7万股$00股+1.7万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#21$37.5万1.5万股$32.2万1.3万股+2,044股+16.03%加仓
AVISO WEALTH MANAGEMENT
0.13%#10$33.6万1.3万股$00股+1.3万股新买入
Brookwood Investment Group LLC
0.03%0.03%#14$30.6万1.2万股$23.4万9,257股+2,800股+30.25%加仓
FLOW TRADERS U.S. LLC
0.01%#17$29.8万1.2万股$00股+1.2万股新买入
东方银行EASTERN BANK
<0.01%#20$5.1万2,000股$00股+2,000股新买入
瑞银集团UBS Group AG
<0.01%#23$2.1万814股$00股+814股新买入

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