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TWO RDS SHARED TR · 13F 机构持仓分析
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T

TWO RDS SHARED TR

LSAF
持有机构数
43
机构合计市值 (Q2 2026)
$1.77亿
机构合计股数 (Q2 2026)
897.5万股
整体趋势
减持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+28.1万股
增持机构 20 · 其中新买入 9
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-136.8万股
减持机构 30 · 其中清仓 11
估算卖出金额
⚖️ 净股数变动
-108.7万股
净卖出
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.77亿
持有机构数
43
新买入
9
加仓
11
减仓
19
清仓
11
持股不变
4
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
Redwood Investment Management, LLC
6.08%6.75%#1$6,130.5万118.4万股$5,437.0万118.5万股-752股-0.06%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.47%1.12%#4$4,598.5万541.6万股$9,003.2万538.1万股+3.5万股+0.65%加仓
LPL金融LPL Financial LLC
0.01%0.01%#20$3,017.6万58.3万股$2,734.3万60.3万股-2.0万股-3.37%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.21%0.2%#5$1,021.4万50.8万股$859.2万51.4万股-5,368股-1.05%减仓
Wealth Enhancement Trust Services, Inc.
0.94%0.85%#3$747.1万44.1万股$706.2万42.2万股+1.9万股+4.40%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#21$575.6万11.1万股$448.1万9.8万股+1.4万股+13.86%加仓
IHT 财富管理IHT Wealth Management, LLC
0.03%0.03%#14$163.4万3.2万股$147.7万3.2万股-641股-1.99%减仓
J.M. Arbour, LLC
1.38%1.88%#2$160.0万18.8万股$195.4万11.7万股+7.2万股+61.31%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#19$155.6万3.0万股$150.8万3.3万股-2,816股-8.57%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.02%0.02%#16$150.1万2.9万股$130.7万2.8万股+511股+1.80%加仓
Independent Advisor Alliance
0.03%0.01%#15$144.6万7.0万股$119.9万7.2万股-1,977股-2.76%减仓
AdvisorNet Financial, Inc
0.05%0.05%#11$107.6万5.2万股$102.3万6.1万股-9,275股-15.17%减仓
GTS SECURITIES LLC
0.02%0.01%#17$82.0万6.8万股$18.9万1.9万股+4.9万股+258.78%加仓
Coppell Advisory Solutions LLC
0.06%#9$74.7万1.4万股$00股+1.4万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#34$71.9万1.4万股$84.3万1.8万股-4,481股-24.40%减仓
HIGHLINE WEALTH PARTNERS LLC
0.13%#7$66.2万3.2万股$00股+3.2万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$53.3万1.0万股$45.5万9,904股+381股+3.85%加仓
VestGen 顾问VestGen Advisors, LLC
0.02%0.01%#18$52.6万1.0万股$49.0万1.0万股+54股+0.53%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#36$39.3万4.6万股$44.8万5.3万股-6,413股-12.16%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#37$33.9万6,554股$27.5万5,990股+564股+9.42%加仓
Aurora Private Wealth, Inc.
0.2%0.28%#6$31.7万6,124股$39.3万8,710股-2,586股-29.69%减仓
Maia Wealth LLC
0.05%0.05%#12$31.5万6,092股$31.7万6,897股-805股-11.67%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#23$28.0万3.3万股$4.0万2,389股+3.1万股+1,282.42%加仓
Mosley Wealth Management
0.08%0.34%#8$24.7万1.2万股$75.5万3.7万股-2.5万股-67.51%减仓
TCFG Investment Advisors, LLC
0.06%0.07%#10$17.6万2.1万股$18.0万2.1万股-463股-2.19%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#40$13.8万1.6万股$17.3万1.7万股-1,029股-5.96%减仓
HRT金融HRT FINANCIAL LP
<0.01%#31$13.5万1.1万股$00股+1.1万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#22$11.8万2,590股$11.3万2,785股-195股-7.00%减仓
富达投资FMR LLC
<0.01%<0.01%#41$11.6万2,243股$9.9万2,155股+88股+4.08%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#28$11.1万2,151股$00股+2,151股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#39$10.2万3,158股$21.5万5,232股-2,074股-39.64%减仓
Walser Wealth Management Company, A Ltd Liability Co
0.04%0.12%#13$9.3万1.1万股$26.3万1.6万股-4,795股-30.51%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#29$2.7万520股$00股+520股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$2.1万411股$6.4万3,183股-2,772股-87.09%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#25$1.9万908股$1.5万908股00.00%持仓不变
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#35$1.8万348股$1.6万348股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#33$1.4万268股$00股+268股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%#42$1.2万223股$00股+223股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#30$8,568707股$00股+707股新买入
Geo 财富管理GeoWealth Management, LLC
<0.01%<0.01%#32$3,438405股$1.2万695股-290股-41.73%减仓
Comprehensive Financial Planning, Inc./PA
<0.01%<0.01%#26$1,50229股$1,33129股00.00%持仓不变
Signature Equity Partners, LLC
<0.01%<0.01%#27$1,39827股$1,23927股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#43$521股$00股+1股新买入

🧭 机构资金流板块热力图

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