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NORTHERN LIGHTS FD TR · 13F 机构持仓分析
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NORTHERN LIGHTS FD TR

SFLR
持有机构数
252
机构合计市值 (Q2 2026)
$20.01亿
机构合计股数 (Q2 2026)
5,203.7万股
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)
+1,324.8万股
增持机构 165 · 其中新买入 59
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-210.9万股
减持机构 83 · 其中清仓 26
估算卖出金额
⚖️ 净股数变动
+1,113.9万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$20.01亿
持有机构数
252
新买入
59
加仓
106
减仓
57
清仓
26
持股不变
30
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
0.07%0.06%#124$3.14亿814.3万股$2.43亿687.5万股+126.8万股+18.44%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#183$2.38亿616.1万股$2.10亿592.0万股+24.1万股+4.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.01%#147$1.94亿502.7万股$2,385.1万67.4万股+435.4万股+646.14%加仓
Americana 合伙人Americana Partners, LLC
3.02%2.29%#14$1.34亿347.2万股$8,801.5万248.6万股+98.6万股+39.67%加仓
Kingsview Wealth Management, LLC
1.35%1.05%#25$7,675.3万216.8万股$7,675.3万216.8万股00.00%持仓不变
Orion组合解决方案Orion Porfolio Solutions, LLC
0.55%0.59%#44$7,126.0万184.6万股$6,904.5万195.4万股-10.8万股-5.53%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.08%0.08%#119$6,202.5万160.8万股$5,584.9万157.7万股+3.0万股+1.93%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.05%#132$4,816.9万124.8万股$3,745.1万105.9万股+18.9万股+17.88%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.84%1.04%#35$4,219.5万110.3万股$4,674.6万127.6万股-17.3万股-13.58%减仓
Cambridge Investment Research Advisors, Inc.
0.09%0.08%#110$3,912.7万101.4万股$3,159.0万89.2万股+12.2万股+13.65%加仓
Liberty Atlantic Advisors LLC
18.96%19.32%#1$2,634.6万68.2万股$2,260.8万63.8万股+4.5万股+6.99%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#167$2,504.9万64.9万股$1,389.0万39.2万股+25.7万股+65.51%加仓
ATTICUS WEALTH MANAGEMENT, LLC
5.92%0.17%#7$2,487.3万64.5万股$64.1万1.8万股+62.7万股+3,459.38%加仓
WETZEL INVESTMENT ADVISORS, INC.
8.44%6.9%#4$2,436.5万63.1万股$1,734.6万48.9万股+14.2万股+28.96%加仓
Brookstone资本管理Brookstone Capital Management
0.24%0.16%#68$2,432.4万63.0万股$1,429.6万40.4万股+22.7万股+56.17%加仓
VanWeelden Wealth Management, LLC
16.19%4.59%#2$2,178.3万56.5万股$575.1万16.2万股+40.2万股+247.64%加仓
Delta Investment Management, LLC
3.52%3.54%#12$2,137.4万55.4万股$1,977.0万55.8万股-4,285股-0.77%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#207$2,001.3万51.9万股$1,531.0万43.2万股+8.6万股+19.98%加仓
Rothschild Wealth LLC
1.33%1.19%#26$1,668.8万43.3万股$1,319.9万37.3万股+6.0万股+16.05%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.08%#116$1,484.8万38.4万股$00股+38.4万股新买入
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#184$1,465.6万38.0万股$1,288.4万36.4万股+1.6万股+4.41%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.16%#86$1,368.3万35.5万股$00股+35.5万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#179$1,201.7万31.1万股$951.3万26.9万股+4.3万股+15.95%加仓
Southland Equity Partners LLC
2.06%2.16%#20$1,174.7万30.4万股$1,110.7万31.4万股-9,193股-2.93%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.01%#134$1,105.6万28.7万股$121.3万3.4万股+25.2万股+736.67%加仓
Private Advisor集团Private Advisor Group, LLC
0.05%0.04%#142$1,080.7万28.0万股$772.0万21.8万股+6.2万股+28.48%加仓
AE财富管理AE Wealth Management LLC
0.05%0.05%#141$1,075.3万27.9万股$875.5万24.7万股+3.1万股+12.73%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#172$1,016.8万26.4万股$880.1万24.9万股+1.5万股+6.05%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.05%#144$999.1万25.9万股$00股+25.9万股新买入
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.18%#81$986.8万25.6万股$00股+25.6万股新买入
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.09%#108$985.2万25.5万股$00股+25.5万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.08%#106$980.2万25.4万股$742.3万21.0万股+4.4万股+21.21%加仓
HFG Wealth Management, LLC
9.62%9.68%#3$956.8万24.8万股$1,758.4万49.7万股-24.9万股-50.15%减仓
Pinnacle Wealth Management Group, Inc.
4.45%4.24%#10$954.7万24.7万股$864.1万24.4万股+3,426股+1.40%加仓
CCG WEALTH MANAGEMENT, LLC
2.19%2.46%#18$943.2万24.4万股$906.4万25.6万股-1.1万股-4.47%减仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.29%0.31%#59$942.9万24.4万股$833.6万23.5万股+8,970股+3.81%加仓
NewCorp Financial Services, Inc.
7.14%7%#5$932.7万24.2万股$807.8万22.8万股+1.4万股+5.98%加仓
WINNACLE WEALTH LLC
6.28%6.64%#6$923.3万23.9万股$860.4万24.3万股-3,669股-1.51%减仓
RPg Family Wealth Advisory, LLC
1.88%1.69%#21$907.4万23.5万股$809.6万22.9万股+5,936股+2.59%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.02%#164$855.9万22.2万股$482.0万13.6万股+8.6万股+62.99%加仓
EVOLUTION WEALTH MANAGEMENT INC.
5.01%5.82%#9$851.7万22.1万股$796.4万22.5万股-4,148股-1.84%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.2%0.2%#77$836.8万21.7万股$740.8万20.9万股+7,587股+3.63%加仓
VISIONARY HORIZONS, LLC
3.39%3.39%#13$811.0万21.0万股$688.9万19.5万股+1.5万股+7.75%加仓
Perennial Investment Advisors, LLC
0.53%0.57%#47$804.8万20.9万股$715.3万20.2万股+6,584股+3.26%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#224$782.7万20.3万股$00股+20.3万股新买入
全球退休合伙人Global Retirement Partners, LLC
0.12%#98$760.6万19.7万股$00股+19.7万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.06%0.08%#131$760.4万19.7万股$831.6万23.3万股-3.6万股-15.37%减仓
ATX Financial Planning, LLC
5.56%5.54%#8$729.7万20.6万股$729.7万20.6万股00.00%持仓不变
FIRST COMMONWEALTH FINANCIAL CORP /PA/
1.01%1.07%#28$724.8万18.8万股$673.9万19.0万股-2,455股-1.29%减仓
Triumph Capital Management
1.3%1.31%#27$718.2万18.6万股$642.8万18.1万股+4,774股+2.63%加仓

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