13FBOX
富达·MERRIMACK STR TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MERRIMACK STR TR

FIDELITY MERRIMACK STR TRFBND
持有机构数
788
机构合计市值 (Q2 2026)
$222.33亿
机构合计股数 (Q2 2026)
4.89亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,630.9万股
536 · 87 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,034.1万股
237 · 50 清仓 · ≈
⚖️ 净额
+3,596.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$222.33亿
持有机构数
788
新买入
87
加仓
449
减仓
187
清仓
50
持股不变
65
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
2.47%2.69%#158$46.24亿1.02亿股$43.73亿9,585.4万股+580.3万股+6.05%加仓
摩根士丹利MORGAN STANLEY
0.09%0.08%#522$16.75亿3,681.6万股$13.82亿2,988.6万股+693.0万股+23.19%加仓
美国银行BANK OF AMERICA CORP /DE/
0.05%0.05%#583$7.16亿1,574.1万股$6.71亿1,470.7万股+103.4万股+7.03%加仓
富达投资FMR LLC
0.03%0.03%#617$6.96亿1,530.6万股$6.61亿1,448.0万股+82.6万股+5.70%加仓
摩根大通JPMORGAN CHASE & CO
0.04%0.04%#607$6.39亿1,398.3万股$6.02亿1,323.9万股+74.4万股+5.62%加仓
LPL金融LPL Financial LLC
0.13%0.13%#475$5.93亿1,304.5万股$4.85亿1,062.8万股+241.7万股+22.74%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
3.71%4.06%#115$4.99亿1,097.0万股$4.66亿1,021.1万股+75.9万股+7.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.11%0.11%#494$4.10亿901.6万股$3.57亿783.1万股+118.5万股+15.14%加仓
现代财富管理Modern Wealth Management, LLC
4.39%3.92%#104$3.69亿811.0万股$2.29亿501.6万股+309.5万股+61.70%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.09%0.09%#526$3.67亿806.0万股$3.41亿747.2万股+58.7万股+7.86%加仓
Cetera投资顾问Cetera Investment Advisers
0.3%0.33%#378$3.32亿729.6万股$3.10亿680.1万股+49.5万股+7.28%加仓
乡村信托银行COUNTRY TRUST BANK
5.46%5.85%#80$3.12亿685.8万股$3.08亿674.4万股+11.4万股+1.69%加仓
瑞银集团UBS Group AG
0.04%0.04%#596$3.07亿675.1万股$2.84亿623.0万股+52.1万股+8.36%加仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
7.23%7.81%#49$3.06亿673.0万股$2.97亿650.1万股+22.9万股+3.52%加仓
Legacy Wealth Management, LLC
13.08%9.31%#13$2.50亿549.5万股$1.60亿350.0万股+199.6万股+57.03%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.29%0.31%#382$2.50亿549.2万股$2.10亿460.7万股+88.5万股+19.20%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.29%0.31%#384$2.33亿511.4万股$2.23亿488.5万股+22.8万股+4.67%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
8.34%8.92%#35$2.05亿449.1万股$1.84亿399.9万股+49.3万股+12.32%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#622$2.00亿439.8万股$1.91亿419.1万股+20.6万股+4.93%加仓
Mather集团MATHER GROUP, LLC.
1.63%1.98%#206$1.87亿411.0万股$1.98亿434.4万股-23.4万股-5.39%减仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
2.76%3.17%#149$1.85亿406.7万股$1.83亿400.6万股+6.1万股+1.52%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.59%0.68%#301$1.82亿399.4万股$1.81亿396.7万股+2.8万股+0.70%加仓
Waverly顾问Waverly Advisors, LLC
1.01%0.21%#253$1.75亿383.7万股$2,814.8万61.7万股+322.0万股+521.80%加仓
Capital Analysts, LLC
3.68%3.79%#117$1.60亿350.6万股$1.33亿288.6万股+62.0万股+21.49%加仓
Retirement Planning 集团Retirement Planning Group, LLC
3.64%4.02%#119$1.43亿315.3万股$1.30亿284.4万股+30.9万股+10.88%加仓
Blue Chip Partners, LLC
8.86%9.78%#29$1.40亿308.2万股$1.36亿297.9万股+10.3万股+3.45%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
2.13%2.22%#171$1.39亿304.9万股$1.22亿267.2万股+37.7万股+14.12%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.22%0.24%#416$1.38亿303.7万股$1.35亿295.0万股+8.7万股+2.94%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
2.26%2.44%#164$1.35亿296.9万股$1.29亿281.9万股+15.0万股+5.32%加仓
Focus Partners财富Focus Partners Wealth
0.11%0.12%#487$1.12亿246.3万股$1.10亿176.1万股+70.3万股+39.90%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.23%0.27%#412$1.12亿245.9万股$9,851.1万215.9万股+30.0万股+13.88%加仓
McKinley Carter Wealth Services, Inc.
5.74%5.97%#75$1.11亿244.7万股$1.04亿227.0万股+17.7万股+7.81%加仓
Summit Financial Strategies, Inc.
7.61%8%#43$1.08亿238.4万股$1.02亿222.7万股+15.8万股+7.08%加仓
Corient私人财富Corient Private Wealth LLC
0.07%0.11%#542$9,683.2万212.9万股$7,814.0万171.5万股+41.3万股+24.09%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#655$9,677.8万212.7万股$9,060.9万198.6万股+14.1万股+7.11%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.48%0.45%#326$9,670.2万212.6万股$5,660.9万124.1万股+88.5万股+71.31%加仓
Octavia Wealth Advisors, LLC
8.1%8.4%#37$9,378.0万205.4万股$8,788.7万191.9万股+13.5万股+7.03%加仓
HighTower顾问HighTower Advisors, LLC
0.09%0.1%#523$9,134.4万200.8万股$9,005.3万197.4万股+3.4万股+1.72%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
1.8%1.99%#193$8,532.6万198.6万股$8,319.5万193.4万股+5.2万股+2.67%加仓
Cambridge Investment Research Advisors, Inc.
0.19%0.2%#434$8,244.1万181.2万股$7,920.8万173.6万股+7.6万股+4.38%加仓
Falcon Wealth Planning
4.69%4.68%#97$7,436.4万163.5万股$6,868.3万150.6万股+12.9万股+8.58%加仓
PEAPACK GLADSTONE FINANCIAL CORP
0.84%0.85%#270$7,290.3万160.3万股$6,656.9万145.9万股+14.3万股+9.83%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
1.35%1.35%#223$7,119.2万156.5万股$6,952.5万152.4万股+4.1万股+2.69%加仓
Private Advisor集团Private Advisor Group, LLC
0.32%0.32%#368$6,964.4万153.1万股$6,890.5万151.0万股+2.1万股+1.36%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
1.39%1.38%#220$6,903.6万151.8万股$3,569.2万78.2万股+73.5万股+93.98%加仓
Ullmann Wealth Partners Group, LLC
6.13%5.59%#65$6,745.4万148.3万股$5,387.6万118.1万股+30.2万股+25.56%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.56%0.66%#308$6,530.8万143.6万股$6,039.7万132.4万股+11.2万股+8.44%加仓
HUB投资合伙人HUB Investment Partners, LLC
1.16%1.48%#235$6,467.1万142.2万股$6,195.3万135.8万股+6.4万股+4.68%加仓
Syntegra Private Wealth Group, LLC
4.89%3.66%#92$6,316.6万138.9万股$3,853.5万84.5万股+54.4万股+64.39%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.9%0.91%#263$5,947.0万130.7万股$5,583.7万122.4万股+8.3万股+6.81%加仓

🧭 机构资金流板块热力图

净流出 净流入