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GABELLI EQUITY TR · 13F 机构持仓分析
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GABELLI EQUITY TR

GABELLI EQUITY TR INCGAB
持有机构数
241
机构合计市值 (Q2 2026)
$2.60亿
机构合计股数 (Q2 2026)
4,598.2万股
整体趋势
增持
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)
+1,982.9万股
增持机构 134 · 其中新买入 46
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-254.4万股
减持机构 70 · 其中清仓 23
估算卖出金额
⚖️ 净股数变动
+1,728.5万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.60亿
持有机构数
241
新买入
46
加仓
88
减仓
47
清仓
23
持股不变
60
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
RIVERNORTH CAPITAL MANAGEMENT, LLC
1.91%0.14%#2$4,026.7万712.2万股$273.8万48.0万股+664.2万股+1,385.20%加仓
LPL金融LPL Financial LLC
0.01%0.01%#110$2,625.8万464.4万股$2,687.5万479.3万股-14.9万股-3.10%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#184$1,484.7万262.3万股$1,422.5万233.4万股+28.9万股+12.39%加仓
Shaker Financial Services, LLC
3.68%#1$1,173.4万207.3万股$00股+207.3万股新买入
Karpus Management, Inc.
0.32%#12$1,117.2万197.4万股$00股+197.4万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#84$892.5万157.7万股$863.0万154.1万股+3.6万股+2.36%加仓
ABSOLUTE INVESTMENT ADVISERS, LLC
0.82%#3$853.6万150.8万股$00股+150.8万股新买入
COHEN & STEERS, INC.
0.01%<0.01%#87$641.6万113.4万股$156.8万28.0万股+85.4万股+304.88%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.1%#28$565.1万99.8万股$00股+99.8万股新买入
GAMCO投资(加贝利)GAMCO INVESTORS, INC. ET AL
0.05%0.05%#43$524.0万92.6万股$471.3万84.2万股+8.4万股+10.00%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#206$506.4万89.5万股$261.6万46.7万股+42.8万股+91.51%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#123$418.2万73.9万股$396.8万70.8万股+3.0万股+4.29%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#168$416.7万73.7万股$354.0万63.2万股+10.5万股+16.59%加仓
SIT INVESTMENT ASSOCIATES INC
0.07%#32$378.7万66.9万股$00股+66.9万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%0.09%#34$375.7万66.4万股$93.9万17.1万股+49.3万股+288.82%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#95$371.2万65.7万股$354.9万63.2万股+2.4万股+3.85%加仓
PHILADELPHIA TRUST CO
0.24%0.41%#16$370.9万65.5万股$573.1万102.3万股-36.8万股-35.98%减仓
Live Oak Private Wealth LLC
0.45%0.4%#7$359.6万63.5万股$287.9万51.4万股+12.1万股+23.55%加仓
Quarry LP
0.29%0.19%#13$353.3万62.4万股$106.1万18.9万股+43.5万股+229.46%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#195$342.5万60.5万股$324.1万57.9万股+2.6万股+4.56%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.03%#63$327.0万58.1万股$327.3万57.9万股+2,275股+0.39%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#201$325.7万57.5万股$309.0万55.2万股+2.3万股+4.26%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#90$302.3万53.5万股$274.1万48.9万股+4.6万股+9.38%加仓
丰业资本SCOTIA CAPITAL INC.
0.01%0.01%#89$267.5万47.3万股$262.9万46.9万股+3,636股+0.77%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#207$240.0万42.4万股$170.2万30.4万股+12.0万股+39.50%加仓
1607 Capital Partners, LLC
0.2%#19$226.4万40.0万股$00股+40.0万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#86$206.2万36.4万股$178.8万31.9万股+4.5万股+14.13%加仓
Ursa Fund Management, LLC
0.69%0.65%#5$206.0万36.8万股$206.0万36.8万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#139$203.5万35.9万股$193.6万34.6万股+1.4万股+3.96%加仓
Accel Wealth Management
0.41%0.5%#9$183.1万32.4万股$192.4万34.4万股-2.0万股-5.85%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#173$182.3万32.2万股$182.5万32.6万股-3,807股-1.17%减仓
野村控股NOMURA HOLDINGS INC
<0.01%<0.01%#145$177.6万31.4万股$12.8万2.3万股+29.1万股+1,277.25%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#149$161.8万28.6万股$153.5万27.4万股+1.3万股+4.59%加仓
Golden State Wealth Management, LLC
0.14%0.18%#23$151.6万26.8万股$160.9万28.7万股-1.9万股-6.75%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#203$151.0万26.7万股$151.0万27.0万股-2,790股-1.03%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#104$136.1万24.0万股$112.3万20.0万股+4.0万股+19.91%加仓
Marks Group Wealth Management, Inc
0.11%0.12%#25$128.9万22.8万股$127.5万22.8万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#150$121.3万21.4万股$120.5万21.5万股-929股-0.43%减仓
WEDBUSH SECURITIES INC
0.03%0.03%#52$113.4万20.0万股$106.7万19.1万股+9,797股+5.14%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#162$113.2万20.0万股$166.6万29.7万股-9.8万股-32.79%减仓
Cable Car 资本Cable Car Capital, LP
0.36%0.37%#11$112.0万20.0万股$112.0万20.0万股00.00%持仓不变
IMC芝加哥IMC-Chicago, LLC
<0.01%#212$103.8万18.3万股$00股+18.3万股新买入
Yakira Capital Management, Inc.
0.29%0.59%#14$101.9万18.0万股$202.9万36.2万股-18.2万股-50.34%减仓
Almitas Capital LLC
0.22%#17$96.1万17.0万股$00股+17.0万股新买入
Clear Street集团Clear Street Group Inc.
<0.01%#142$91.9万16.3万股$00股+16.3万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#153$91.2万16.1万股$89.1万15.9万股+1,926股+1.21%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%#99$86.6万15.3万股$00股+15.3万股新买入
PMG Family Office LLC
0.79%0.9%#4$86.1万15.2万股$80.8万14.4万股+7,686股+5.32%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#225$84.0万14.8万股$34.3万6.1万股+8.7万股+142.17%加仓
Wealthspire顾问Wealthspire Advisors, LLC
<0.01%0.01%#118$83.3万14.7万股$82.4万14.7万股+24股+0.02%加仓

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