13FBOX
NEUBERGER NEXT GENERATION · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEUBERGER NEXT GENERATION

NBXG
持有机构数
104
机构合计市值 (Q2 2026)
$5.43亿
机构合计股数 (Q2 2026)
3,289.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+329.7万股
55 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-99.4万股
37 · 9 清仓 · ≈
⚖️ 净额
+230.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.43亿
持有机构数
104
新买入
23
加仓
32
减仓
28
清仓
9
持股不变
21
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
Saba 资本管理Saba Capital Management, L.P.
3.27%2.68%#3$1.25亿754.8万股$9,714.6万754.8万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
0.01%0.01%#50$1.17亿707.0万股$8,748.1万568.8万股+138.2万股+24.30%加仓
Karpus Management, Inc.
1.42%1.25%#7$4,930.9万298.1万股$3,949.9万306.9万股-8.8万股-2.86%减仓
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
0.05%0.05%#29$3,581.2万216.5万股$2,786.6万216.5万股00.00%持仓不变
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
1.18%0.97%#8$1,965.8万118.9万股$1,334.2万103.7万股+15.2万股+14.65%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#57$1,948.4万117.8万股$1,535.2万119.3万股-1.5万股-1.24%减仓
Bulldog Investors, LLP
4.26%3.38%#2$1,938.4万117.2万股$1,505.4万117.0万股+2,200股+0.19%加仓
Atlas Wealth LLC
2.6%#4$1,823.9万110.3万股$00股+110.3万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$1,443.9万87.3万股$1,136.1万88.3万股-9,816股-1.11%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#69$1,384.8万83.7万股$1,195.3万92.9万股-9.2万股-9.86%减仓
Z3 Capital Partners, LLC
2.52%2.29%#5$1,201.9万72.7万股$906.1万70.4万股+2.3万股+3.22%加仓
Penserra Capital Management LLC
0.07%0.08%#25$891.9万53.9万股$667.5万51.9万股+2.1万股+3.97%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#71$878.4万53.1万股$626.5万48.7万股+4.4万股+9.10%加仓
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
0.01%0.01%#46$808.3万48.9万股$628.9万48.9万股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.89%0.72%#9$717.4万43.4万股$503.8万39.1万股+4.2万股+10.79%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#45$505.8万31.4万股$349.9万26.5万股+4.8万股+18.11%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.01%<0.01%#49$468.6万28.3万股$297.1万23.1万股+5.2万股+22.70%加仓
Altium Capital Management LLC
7.13%6.27%#1$338.3万20.5万股$263.3万20.5万股00.00%持仓不变
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.03%0.04%#35$334.3万20.2万股$454.8万35.3万股-15.1万股-42.79%减仓
Quantedge Capital Pte Ltd
2.29%1.36%#6$302.0万18.3万股$249.2万19.4万股-1.1万股-5.73%减仓
顾问资产管理Advisors Asset Management, Inc.
0.04%0.03%#32$290.1万17.5万股$210.1万16.3万股+1.2万股+7.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#80$279.2万16.9万股$219.2万17.0万股-1,510股-0.89%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#66$242.3万14.7万股$185.8万14.4万股+2,124股+1.47%加仓
Cornerstone Wealth Management, LLC
0.1%0.09%#22$233.9万14.1万股$176.1万13.7万股+4,546股+3.32%加仓
Matisse Capital
0.86%0.71%#10$214.7万13.0万股$167.0万13.0万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#51$204.8万12.4万股$151.0万11.7万股+6,492股+5.53%加仓
Beverly Hills Private Wealth, LLC
0.38%0.26%#14$197.3万11.9万股$153.5万11.9万股00.00%持仓不变
EVOLVE PRIVATE WEALTH, LLC
0.11%0.08%#21$174.3万10.5万股$144.0万11.2万股-6,502股-5.81%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#86$166.0万10.0万股$103.3万8.0万股+2.0万股+25.04%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#68$164.3万9.9万股$130.3万10.1万股-1,871股-1.85%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#73$150.1万9.1万股$116.8万9.1万股00.00%持仓不变
CORRADO ADVISORS, LLC
0.7%0.72%#11$138.5万10.8万股$138.5万10.8万股00.00%持仓不变
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#40$121.2万7.3万股$83.9万6.5万股+8,094股+12.42%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.03%#31$110.2万6.7万股$62.3万4.8万股+1.8万股+37.79%加仓
1607 Capital Partners, LLC
0.1%0.03%#23$109.8万6.6万股$44.2万3.4万股+3.2万股+93.27%加仓
&Partners&PARTNERS
<0.01%<0.01%#54$104.7万6.3万股$80.1万6.2万股+817股+1.31%加仓
达科他财富管理Dakota Wealth Management
0.02%0.02%#37$102.1万6.2万股$82.6万6.4万股-2,465股-3.84%减仓
Concorde Asset Management, LLC
0.56%0.35%#13$97.1万5.9万股$71.3万5.5万股+3,310股+5.98%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.04%0.03%#34$92.2万5.6万股$74.6万5.8万股-2,253股-3.88%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#85$79.8万4.8万股$60.5万4.7万股+1,200股+2.55%加仓
Almitas Capital LLC
0.16%0.03%#20$70.0万4.2万股$13.5万1.0万股+3.2万股+304.49%加仓
Closed-End Fund Advisors, Inc.
0.66%0.53%#12$67.8万4.1万股$52.3万4.1万股+336股+0.83%加仓
Noble Wealth Management PBC
0.3%0.27%#15$66.8万4.0万股$53.5万4.2万股-1,208股-2.90%减仓
XTX资本XTX Topco Ltd
0.01%#47$63.3万3.8万股$00股+3.8万股新买入
景顺Invesco Ltd.
<0.01%<0.01%#97$61.8万3.7万股$51.5万4.0万股-2,661股-6.65%减仓
Claro Advisors Inc.
0.06%0.07%#27$56.6万3.4万股$61.4万4.8万股-1.3万股-28.22%减仓
Tidal投资Tidal Investments LLC
<0.01%<0.01%#77$56.0万3.4万股$68.0万5.3万股-1.9万股-35.93%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#64$46.5万2.8万股$36.4万2.8万股-166股-0.59%减仓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.05%0.04%#28$46.4万2.8万股$34.2万2.7万股+1,544股+5.82%加仓
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
0.03%#36$40.7万2.5万股$00股+2.5万股新买入

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