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CAPITOL SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITOL SER TR

TACK
持有机构数
39
机构合计市值 (Q2 2026)
$2.20亿
机构合计股数 (Q2 2026)
694.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+25.9万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-41.0万股
21 · 5 清仓 · ≈
⚖️ 净额
-15.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.20亿
持有机构数
39
新买入
6
加仓
11
减仓
16
清仓
5
持股不变
6
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
CARY STREET PARTNERS FINANCIAL LLC
1.66%1.85%#3$7,645.5万241.7万股$7,465.6万245.6万股-3.9万股-1.58%减仓
瑞银集团UBS Group AG
0.01%0.01%#16$6,704.1万212.0万股$5,866.6万193.0万股+19.0万股+9.83%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#13$2,318.1万73.3万股$2,235.3万73.5万股-2,435股-0.33%减仓
Evernest Financial Advisors, LLC
3.67%3.45%#2$1,754.8万55.5万股$1,661.9万54.2万股+1.3万股+2.46%加仓
NBZ Investment Advisors LLC
3.9%4.24%#1$1,001.1万31.7万股$970.9万31.9万股-2,894股-0.91%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#18$448.6万14.2万股$434.0万14.3万股-934股-0.65%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#15$317.8万10.0万股$277.5万9.1万股+9,194股+10.07%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#22$262.2万8.3万股$270.7万8.9万股-6,140股-6.89%减仓
Insight Wealth Partners, LLC
0.27%0.26%#7$201.4万6.4万股$187.2万6.2万股+2,088股+3.39%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.02%0.05%#12$199.1万6.3万股$227.7万7.5万股-1.2万股-15.97%减仓
FMA Wealth Management, LLC
1.04%1.05%#4$161.9万5.1万股$157.6万5.2万股-636股-1.23%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#23$145.6万4.6万股$143.3万4.7万股-1,117股-2.37%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#20$132.1万4.2万股$317.3万10.4万股-6.3万股-60.00%减仓
LAUREL OAK WEALTH MANAGEMENT, LLC
0.11%0.08%#8$78.8万2.5万股$48.0万1.6万股+9,146股+57.98%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#31$64.1万2.0万股$57.2万1.9万股+1,443股+7.67%加仓
Williams & Novak, LLC
0.4%0.53%#6$60.8万1.9万股$70.7万2.3万股-3,937股-17.00%减仓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
0.42%0.01%#5$54.5万1.7万股$53.7万1.8万股-341股-1.95%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#27$43.5万1.4万股$27.2万8,951股+4,815股+53.79%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#26$42.0万1.3万股$40.7万1.3万股-99股-0.74%减仓
Sigma Planning Corp
0.01%0.01%#14$41.3万1.3万股$39.7万1.3万股+1股+0.01%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#34$33.0万1.0万股$61.2万2.0万股-9,716股-48.24%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#21$33.0万1.0万股$00股+1.0万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#29$31.9万1.0万股$30.7万1.0万股00.00%持仓不变
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#17$30.8万9,744股$31.7万1.0万股-683股-6.55%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#24$25.4万8,018股$24.4万8,018股00.00%持仓不变
达科他财富管理Dakota Wealth Management
<0.01%0.01%#19$25.0万7,896股$28.0万9,221股-1,325股-14.37%减仓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
0.05%0.03%#11$22.6万7,149股$10.1万3,327股+3,822股+114.88%加仓
SYKON CAPITAL LLC
0.07%#9$22.1万6,984股$00股+6,984股新买入
Bluesphere Advisors LLC
0.06%#10$20.8万6,561股$00股+6,561股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#35$12.8万4,036股$12.3万4,036股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#37$8.0万2,522股$6.9万2,267股+255股+11.25%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#38$5.4万1,707股$4.2万1,416股+291股+20.55%加仓
Buck Wealth Strategies, LLC
<0.01%#25$1.3万400股$00股+400股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#30$9,517301股$00股+301股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#33$4,744150股$4,560150股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$1,98162股$2.0万667股-605股-90.70%减仓
Blue TrustBlue Trust, Inc.
<0.01%#36$1,67653股$00股+53股新买入
FNY Investment Advisers, LLC
<0.01%<0.01%#28$1,58150股$1,00050股00.00%持仓不变
Comprehensive Financial Planning, Inc./PA
<0.01%<0.01%#32$2217股$2127股00.00%持仓不变

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