13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUN

XV
持有机构数
20
机构合计市值 (Q2 2026)
$4,673.7万
机构合计股数 (Q2 2026)
188.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.8万股
13 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.3万股
6 · 2 清仓 · ≈
⚖️ 净额
+37.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,673.7万
持有机构数
20
新买入
4
加仓
9
减仓
4
清仓
2
持股不变
3
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
简化资产管理Simplify Asset Management Inc.
0.22%0.23%#4$1,547.3万62.4万股$1,471.1万62.4万股00.00%持仓不变
信安证券PRINCIPAL SECURITIES, INC.
0.1%0.08%#8$814.1万32.9万股$540.7万23.0万股+9.9万股+43.14%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#16$652.5万26.3万股$418.4万17.8万股+8.6万股+48.26%加仓
CreativeOne Wealth, LLC
0.13%0.09%#6$623.9万25.2万股$389.0万16.5万股+8.7万股+52.51%加仓
Owen LaRue, LLC
0.69%0.73%#1$199.0万8.0万股$189.6万8.0万股-188股-0.23%减仓
Millington Financial Advisors, LLC
0.66%0.4%#2$171.0万7.0万股$94.7万3.9万股+3.1万股+79.83%加仓
Brookwood Investment Group LLC
0.17%0.2%#5$149.6万6.0万股$159.5万6.8万股-7,320股-10.81%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.02%#12$118.4万4.8万股$113.2万4.8万股-287股-0.60%减仓
Mather集团MATHER GROUP, LLC.
0.01%<0.01%#13$98.8万4.0万股$41.2万1.7万股+2.2万股+128.36%加仓
Janney Montgomery Scott LLC
<0.01%#15$86.3万3.5万股$00股+3.5万股新买入
Brookstone资本管理Brookstone Capital Management
0.01%<0.01%#14$55.3万2.2万股$35.8万1.5万股+7,104股+46.70%加仓
WealthCare Asset Management, LLC
0.22%0.26%#3$52.7万2.1万股$24.8万1.1万股+1.1万股+102.13%加仓
LANARK FINANCIAL, INC.
0.02%0.01%#11$32.2万1.3万股$13.9万5,885股+7,117股+120.93%加仓
Legacy Wealth Managment, LLC/ID
0.12%<0.01%#7$29.5万1.2万股$8,741371股+1.2万股+3,112.13%加仓
Crusonia Wealth Advisors LLC
0.04%#10$27.2万1.1万股$00股+1.1万股新买入
ISLAY CAPITAL MANAGEMENT, LLC
0.06%0.06%#9$13.1万5,275股$12.4万5,275股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%#17$2.1万862股$00股+862股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#18$4,634187股$00股+187股新买入
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#19$1,85975股$1.4万575股-500股-86.96%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#20$281股$251股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入