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富达·MERRIMACK STR TR · 13F 机构持仓分析
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富达·MERRIMACK STR TR

FIDELITY MERRIMACK STR TRFLDB
持有机构数
95
机构合计市值 (Q2 2026)
$6.35亿
机构合计股数 (Q2 2026)
1,264.6万股
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)
+108.3万股
增持机构 68 · 其中新买入 21
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-39.1万股
减持机构 25 · 其中清仓 12
估算卖出金额
⚖️ 净股数变动
+69.2万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.35亿
持有机构数
95
新买入
21
加仓
47
减仓
13
清仓
12
持股不变
14
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
富达投资FMR LLC
0.02%0.02%#46$3.69亿734.6万股$3.70亿734.7万股-1,398股-0.02%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#62$4,627.3万92.3万股$4,238.6万84.3万股+8.0万股+9.48%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#55$2,402.4万47.9万股$2,023.5万40.3万股+7.7万股+19.04%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#63$2,156.8万43.0万股$2,268.7万45.1万股-2.1万股-4.67%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#40$1,841.8万36.7万股$1,650.7万32.8万股+3.9万股+11.89%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#76$1,669.2万33.3万股$1,202.4万23.7万股+9.6万股+40.29%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#64$1,197.1万23.9万股$1,563.9万31.1万股-7.2万股-23.25%减仓
Holos Integrated Wealth LLC
4.64%4.15%#1$994.5万19.9万股$820.6万16.3万股+3.5万股+21.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#50$822.7万16.4万股$406.9万8.1万股+8.3万股+102.80%加仓
HARMONY ASSET MANAGEMENT LLC
1.87%2.13%#5$696.9万13.9万股$698.0万13.9万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#75$649.9万13.0万股$626.6万12.5万股+4,982股+4.00%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#70$573.9万11.4万股$69.2万1.4万股+10.1万股+731.36%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#45$535.6万10.7万股$414.3万8.2万股+2.4万股+29.64%加仓
Regal Investment Advisors LLC
0.25%0.25%#15$473.2万9.4万股$440.3万8.8万股+6,810股+7.78%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#42$410.1万8.2万股$360.5万7.2万股+1.0万股+14.07%加仓
Salus Financial Advisors, LLC
1.96%2.15%#3$398.2万7.9万股$369.3万7.3万股+5,975股+8.13%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#71$379.1万7.5万股$268.6万5.4万股+2.2万股+40.49%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#58$377.4万7.5万股$375.3万7.5万股+612股+0.82%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.05%#31$334.4万6.7万股$00股+6.7万股新买入
Savant资本Savant Capital, LLC
0.01%0.01%#48$333.3万6.6万股$281.5万5.6万股+1.0万股+18.71%加仓
Merkkuri Wealth Advisors LLC
1.88%#4$303.8万6.1万股$00股+6.1万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#85$301.1万6.0万股$286.9万5.7万股+2,810股+4.92%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.02%#38$268.8万5.4万股$179.8万3.6万股+1.8万股+49.86%加仓
Fidelis Wealth Advisors LLC
3.79%#2$250.2万5.0万股$00股+5.0万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#67$228.5万4.6万股$88.6万1.8万股+2.8万股+158.59%加仓
Koshinski Asset Management, Inc.
0.12%0.1%#25$219.4万4.4万股$164.8万3.3万股+1.1万股+33.50%加仓
B. Riley Wealth Advisors, Inc.
0.12%0.12%#26$215.4万4.3万股$185.8万3.7万股+5,823股+15.69%加仓
Advisor OS, LLC
0.14%0.09%#21$207.3万4.1万股$119.9万2.4万股+1.8万股+73.38%加仓
ISLAY CAPITAL MANAGEMENT, LLC
0.9%0.91%#6$194.3万3.9万股$179.0万3.6万股+3,155股+8.86%加仓
Grey Ledge Advisors, LLC
0.38%0.41%#10$189.1万3.8万股$182.7万3.6万股+1,397股+3.84%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#57$182.9万3.6万股$151.0万3.0万股+6,451股+21.47%加仓
Great Lakes Retirement, Inc.
0.16%0.17%#20$174.8万3.5万股$165.0万3.3万股+2,039股+6.23%加仓
Clearwave Capital, LLC
0.89%1%#7$161.6万3.2万股$146.4万2.9万股+3,124股+10.73%加仓
Waverly顾问Waverly Advisors, LLC
0.01%#51$149.4万3.0万股$00股+3.0万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#88$148.8万3.0万股$00股+3.0万股新买入
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#52$142.9万2.9万股$159.1万3.1万股-2,897股-9.22%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#87$126.8万2.5万股$00股+2.5万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#68$118.5万2.4万股$114.8万2.3万股+860股+3.77%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.01%#49$115.1万2.3万股$115.2万2.3万股+44股+0.19%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#59$111.6万2.2万股$111.8万2.2万股00.00%持仓不变
Lakeridge Wealth Management LLC
0.39%0.39%#8$106.7万2.1万股$91.4万1.8万股+3,109股+17.10%加仓
Centurion Wealth Management LLC
0.22%0.22%#16$90.0万1.8万股$98.7万2.0万股-1,673股-8.52%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#53$86.0万1.7万股$96.6万1.9万股-2,073股-10.78%减仓
NORRIS PERNE & FRENCH LLP/MI
0.05%0.05%#33$85.1万1.7万股$75.9万1.5万股+1,882股+12.47%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#54$84.8万1.7万股$85.0万1.7万股-29股-0.17%减仓
RESOLUTE CAPITAL, LLC
0.29%0.26%#12$83.1万1.7万股$63.3万1.3万股+3,979股+31.59%加仓
Hoxton Planning & Management, LLC
0.21%0.24%#17$81.5万1.6万股$81.0万1.6万股+139股+0.86%加仓
&Partners&PARTNERS
<0.01%<0.01%#61$76.2万1.5万股$73.0万1.5万股+561股+3.84%加仓
Odyssey Group, LLC
0.2%#18$72.5万1.4万股$00股+1.4万股新买入
Core Wealth Advisors, Inc.
0.13%#22$66.4万1.3万股$00股+1.3万股新买入

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