13FBOX
ETF系列解决方案 · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF系列解决方案

ETF SER SOLUTIONSTRFM
持有机构数
43
机构合计市值 (Q2 2026)
$1.94亿
机构合计股数 (Q2 2026)
307.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+83.0万股
35 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.5万股
5 · 2 清仓 · ≈
⚖️ 净额
+81.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.94亿
持有机构数
43
新买入
15
加仓
20
减仓
3
清仓
2
持股不变
5
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
LPL金融LPL Financial LLC
0.02%0.02%#12$1.10亿173.9万股$7,264.8万156.4万股+17.5万股+11.22%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.01%#9$2,868.2万45.4万股$756.2万16.3万股+29.1万股+178.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$662.4万10.5万股$389.0万8.4万股+2.1万股+25.21%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#24$639.2万10.1万股$236.4万5.1万股+5.0万股+98.80%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#22$631.5万10.0万股$359.8万7.7万股+2.3万股+29.09%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$585.5万9.3万股$22.0万4,738股+8.8万股+1,856.10%加仓
SeaCrest Wealth Management, LLC
0.4%0.32%#2$357.9万5.7万股$297.0万6.4万股-7,270股-11.37%减仓
Key Client Fiduciary Advisors, LLC
0.85%0.74%#1$295.9万4.7万股$217.1万4.7万股+110股+0.24%加仓
Ausdal Financial Partners, Inc.
0.08%0.06%#6$207.1万3.3万股$128.4万2.8万股+5,157股+18.66%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$198.2万3.1万股$81.7万1.8万股+1.4万股+78.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$191.2万3.0万股$125.9万2.7万股+3,156股+11.64%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#13$181.2万2.9万股$134.6万2.9万股-284股-0.98%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#38$162.7万2.6万股$00股+2.6万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#36$148.0万2.3万股$8.2万1,762股+2.2万股+1,229.80%加仓
Farmers & Merchants Trust Co of Long Beach
0.28%0.23%#3$128.3万2.0万股$99.0万2.1万股-1,004股-4.71%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#33$125.4万2.0万股$80.6万1.7万股+2,500股+14.40%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#15$119.6万1.9万股$39.2万8,447股+1.0万股+124.07%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#30$95.5万1.5万股$00股+1.5万股新买入
CHILTON INVESTMENT CO INC.
0.02%0.01%#14$78.5万1.2万股$34.9万7,512股+4,910股+65.36%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#16$75.0万1.2万股$00股+1.2万股新买入
Cornerstone Wealth Management, LLC
0.03%#10$74.0万1.2万股$00股+1.2万股新买入
奥本海默公司OPPENHEIMER & CO INC
0.01%<0.01%#21$57.5万9,100股$38.6万8,300股+800股+9.64%加仓
PKS Advisory Services, LLC
0.09%#5$55.9万8,855股$00股+8,855股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#27$54.8万8,680股$00股+8,680股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#32$53.5万8,472股$00股+8,472股新买入
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#26$50.7万8,025股$36.4万7,840股+185股+2.36%加仓
NWF Advisory Services Inc.
0.05%#7$50.1万7,930股$00股+7,930股新买入
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#19$44.8万7,097股$33.0万7,097股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#29$40.0万6,335股$22.4万4,825股+1,510股+31.30%加仓
PRIVATE TRUST CO NA
0.03%0.01%#11$37.9万5,993股$14.9万3,199股+2,794股+87.34%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.01%#23$34.4万5,442股$00股+5,442股新买入
Balboa Wealth Partners
0.05%0.04%#8$34.1万5,393股$25.1万5,393股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#25$21.4万3,395股$00股+3,395股新买入
DEFINE FINANCIAL, LLC
0.09%#4$20.3万3,206股$00股+3,206股新买入
CENTAURUS FINANCIAL, INC.
0.01%#20$16.8万2,666股$00股+2,666股新买入
AE财富管理AE Wealth Management LLC
<0.01%#39$3.6万568股$00股+568股新买入
Strengthening Families & Communities, LLC
0.01%0.01%#17$3.2万501股$2.3万501股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#42$3.1万497股$1.4万298股+199股+66.78%加仓
WOLFF WIESE MAGANA LLC
0.01%0.01%#18$1.5万242股$1.1万242股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#41$1.5万241股$00股+241股新买入
顾问资产管理Advisors Asset Management, Inc.
<0.01%<0.01%#37$1.4万215股$3,76381股+134股+165.43%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#40$7,707122股$00股+122股新买入
富达投资FMR LLC
<0.01%<0.01%#43$2,42038股$1,78038股00.00%持仓不变

🧭 机构资金流板块热力图

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