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嘉信策略信托 · 13F 机构持仓分析
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嘉信策略信托

SCHWAB STRATEGIC TRSGVT
持有机构数
83
机构合计市值 (Q2 2026)
$1.32亿
机构合计股数 (Q2 2026)
131.3万股
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)
+42.2万股
增持机构 56 · 其中新买入 33
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-744.4万股
减持机构 35 · 其中清仓 14
估算卖出金额
⚖️ 净股数变动
-702.2万股
净卖出
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.32亿
持有机构数
83
新买入
33
加仓
23
减仓
21
清仓
14
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
Savant资本Savant Capital, LLC
0.05%0.04%#30$1,773.0万17.6万股$839.0万8.3万股+9.3万股+111.30%加仓
MJP ASSOCIATES INC /ADV
1.51%2.07%#2$1,384.5万13.7万股$1,703.8万16.9万股-3.2万股-18.76%减仓
Advisor OS, LLC
0.92%1.26%#5$1,384.5万13.7万股$1,745.2万17.3万股-3.6万股-20.68%减仓
Clear Creek Financial Management, LLC
0.88%0.61%#6$1,369.2万13.6万股$794.1万7.9万股+5.7万股+72.38%加仓
UPTICK PARTNERS, LLC
1.51%2.38%#3$972.3万9.7万股$1,192.2万11.8万股-2.2万股-18.47%减仓
Addison Capital Co
1.46%1.18%#4$892.2万8.9万股$664.5万6.6万股+2.3万股+34.24%加仓
Tower Research Capital LLC (TRC)
0.17%0.14%#20$680.9万6.8万股$525.3万5.2万股+1.5万股+29.59%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#69$433.8万4.3万股$316.1万3.1万股+1.2万股+37.18%加仓
FULCRUM WEALTH ADVISORS, LLC
2.41%#1$314.9万3.1万股$00股+3.1万股新买入
布利克利金融集团Bleakley Financial Group, LLC
0.03%0.03%#36$264.9万2.6万股$179.7万1.8万股+8,450股+47.35%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.06%0.07%#29$196.9万2.0万股$185.7万1.8万股+1,109股+6.02%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#75$189.7万1.9万股$214.6万2.1万股-2,478股-11.63%减仓
PERSPECTIVE WEALTH ADVISORS LLC
0.85%#7$154.8万1.5万股$00股+1.5万股新买入
Luken Investment Analytics, LLC
0.52%0.63%#12$150.0万1.5万股$164.8万1.6万股-1,470股-8.98%减仓
MarinerMariner, LLC
<0.01%#61$148.4万1.5万股$00股+1.5万股新买入
WPG Advisers, LLC
0.84%#8$142.3万1.4万股$00股+1.4万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.01%#45$129.7万1.3万股$00股+1.3万股新买入
STONE LOFT WEALTH MANAGEMENT LLC
0.72%0.96%#9$127.3万1.3万股$134.3万1.3万股-690股-5.17%减仓
Compass Ion Advisors, LLC
0.09%#27$110.1万1.1万股$00股+1.1万股新买入
Mascagni Wealth Management, Inc.
0.68%0.67%#11$110.0万1.1万股$93.6万9,293股+1,623股+17.46%加仓
Worth Asset Management, LLC
0.32%1.04%#13$100.3万9,957股$277.7万2.8万股-1.8万股-63.89%减仓
WPWealth LLP
0.15%0.1%#21$100.0万9,926股$62.4万6,198股+3,728股+60.15%加仓
PRIVATE CLIENT SERVICES, LLC
0.25%0.09%#16$96.0万9,527股$30.0万2,980股+6,547股+219.70%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%#51$95.5万9,482股$00股+9,482股新买入
Vista Cima Wealth Management LLC
0.69%1.56%#10$93.0万9,232股$158.3万1.6万股-6,482股-41.25%减仓
WealthPlan Investment Management, LLC
0.04%0.06%#32$89.4万8,872股$112.5万1.1万股-2,295股-20.55%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#59$84.5万8,391股$33.3万3,308股+5,083股+153.66%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#77$84.0万8,336股$442.5万4.4万股-3.6万股-81.03%减仓
Pinnacle Family Advisors, LLC
0.32%0.35%#14$75.5万7,497股$75.5万7,497股00.00%持仓不变
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#68$72.0万7,144股$53.1万5,269股+1,875股+35.59%加仓
CALTON & ASSOCIATES, INC.
0.11%1.25%#24$72.0万7,143股$869.4万8.6万股-7.9万股-91.73%减仓
Mills Wealth Advisors LLC
0.21%#18$68.0万6,753股$00股+6,753股新买入
Parkwoods Wealth Partners, LLC
0.1%#25$63.1万6,260股$00股+6,260股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#65$61.2万6,085股$00股+6,085股新买入
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#53$60.5万6,011股$60.0万5,962股+49股+0.82%加仓
FCG Investment Co
0.2%#19$59.3万5,884股$00股+5,884股新买入
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.01%#48$55.0万5,459股$00股+5,459股新买入
Main Street Financial Solutions, LLC
0.03%#37$50.1万4,975股$00股+4,975股新买入
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.02%#40$49.9万4,957股$00股+4,957股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%0.01%#58$49.4万4,900股$127.7万1.3万股-7,780股-61.36%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
<0.01%0.01%#49$45.2万4,487股$64.4万6,398股-1,911股-29.87%减仓
Creative Planning财富管理Creative Planning
<0.01%#73$43.8万4,349股$00股+4,349股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#55$43.4万4,306股$9.0万890股+3,416股+383.82%加仓
United Advisor Group, LLC
0.04%#33$40.5万4,022股$00股+4,022股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#60$38.3万3,800股$102.0万1.0万股-6,326股-62.47%减仓
Strait & Sound Wealth Management LLC
0.13%#23$36.3万3,603股$00股+3,603股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
0.02%0.01%#42$36.1万3,581股$20.5万2,037股+1,544股+75.80%加仓
Flagship Capital Management Inc.
0.22%0.26%#17$35.6万3,533股$35.3万3,504股+29股+0.83%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%#56$34.0万3,371股$00股+3,371股新买入
Keel Point, LLC
0.02%#41$33.9万3,370股$00股+3,370股新买入

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