13FBOX
SSGA ACTIVE TR · 13F 机构持仓分析
期权收益计算器 机构排行
9月回馈活动:邀请 5 名朋友注册成为会员(无需付费),即可获得一年的 PRO 会员升级,超简单!

SSGA ACTIVE TR

HOMB
持有机构数
97
机构合计市值 (Q2 2026)
$4.40亿
机构合计股数 (Q2 2026)
1,584.0万股
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)
+233.1万股
增持机构 57 · 其中新买入 15
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-92.0万股
减持机构 40 · 其中清仓 9
估算卖出金额
⚖️ 净股数变动
+141.1万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.40亿
持有机构数
97
新买入
15
加仓
42
减仓
31
清仓
9
持股不变
9
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
ZEGA Investments, LLC
5.55%5.93%#1$5,403.8万193.3万股$5,275.6万189.5万股+3.8万股+2.03%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#55$4,110.3万147.1万股$3,634.0万130.5万股+16.5万股+12.66%加仓
Concord Wealth Partners
4.04%4.39%#3$3,529.6万126.3万股$3,380.6万121.4万股+4.9万股+4.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#74$3,464.3万123.9万股$1,731.2万60.4万股+63.5万股+105.13%加仓
Concord Asset Management, LLC/VA
5.13%5.38%#2$3,312.4万118.5万股$3,181.4万114.3万股+4.2万股+3.71%加仓
LPL金融LPL Financial LLC
0.01%0.01%#60$2,882.4万103.1万股$2,733.6万98.2万股+4.9万股+5.03%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#65$2,863.4万102.4万股$2,494.6万89.6万股+12.8万股+14.33%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#77$1,714.0万61.3万股$1,856.4万66.7万股-5.4万股-8.03%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#69$1,657.1万59.3万股$2,000.9万71.9万股-12.6万股-17.51%减仓
Rathbones集团Rathbones Group PLC
0.04%0.05%#41$1,218.6万43.6万股$1,213.8万43.6万股00.00%持仓不变
Advance Capital Management, Inc.
0.37%0.39%#16$1,146.9万41.0万股$1,038.4万37.3万股+3.7万股+10.01%加仓
Decker Wealth Management LLC
2.23%2.65%#5$1,050.0万37.6万股$1,167.8万41.9万股-4.4万股-10.44%减仓
Luken Investment Analytics, LLC
2.89%3.49%#4$827.8万29.6万股$912.8万32.8万股-3.2万股-9.67%减仓
OneAscent Financial Services LLC
0.38%0.4%#15$790.4万28.3万股$740.8万26.6万股+1.7万股+6.28%加仓
Equitable控股Equitable Holdings, Inc.
0.04%0.04%#42$741.1万26.5万股$645.4万22.7万股+3.8万股+16.84%加仓
Hedeker Wealth, LLC
1.16%1.4%#10$607.6万21.7万股$663.5万23.8万股-2.1万股-8.79%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#52$596.3万21.3万股$456.5万16.4万股+4.9万股+30.12%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#85$510.3万18.3万股$335.2万12.0万股+6.2万股+51.63%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%<0.01%#43$498.6万17.8万股$9,780353股+17.8万股+50,433.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#80$480.4万17.2万股$523.1万18.8万股-1.6万股-8.52%减仓
Auour Investments LLC
1.19%0.93%#9$415.3万14.9万股$294.7万10.6万股+4.3万股+40.37%加仓
OneAscent Wealth Management LLC
1.24%1.4%#7$414.4万14.8万股$424.0万15.2万股-4,014股-2.64%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.06%#37$391.1万14.0万股$00股+14.0万股新买入
Coppell Advisory Solutions LLC
0.28%#17$343.1万22.8万股$00股+22.8万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#64$326.6万11.7万股$532.5万19.1万股-7.4万股-38.90%减仓
Wealth Watch Advisors, INC
0.96%0.73%#12$299.7万10.7万股$174.0万6.3万股+4.5万股+71.55%加仓
ORBA Wealth Advisors, L.L.C.
2.07%1.82%#6$242.3万8.7万股$152.3万5.5万股+3.2万股+58.51%加仓
OneAscent Family Office, LLC
1.22%1.08%#8$241.9万8.7万股$155.2万5.6万股+3.1万股+55.30%加仓
Inspire Advisors, LLC
0.15%0.35%#25$214.0万7.7万股$427.4万15.4万股-7.7万股-50.14%减仓
SK Wealth Management, LLC
0.45%1.08%#13$201.3万7.2万股$389.8万14.0万股-6.8万股-48.72%减仓
Midwest Financial Network, LLC
0.98%0.3%#11$142.9万5.1万股$37.9万1.4万股+3.7万股+275.10%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.05%0.04%#40$132.4万4.7万股$84.3万3.0万股+1.8万股+59.75%加仓
Savvy Advisors, Inc.
0.03%0.03%#46$125.1万4.5万股$125.1万4.5万股-172股-0.38%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#71$123.8万4.4万股$102.7万3.7万股+7,404股+20.08%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#78$121.3万4.3万股$108.1万3.9万股+4,600股+11.85%加仓
Sharkey, Howes & Javer
0.15%0.35%#26$120.7万4.3万股$257.2万9.2万股-4.9万股-53.28%减仓
NewEdge财富NewEdge Wealth, LLC
0.01%0.02%#53$119.8万4.3万股$129.9万4.7万股-3,776股-8.09%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#90$114.8万4.1万股$173.1万6.2万股-2.1万股-33.94%减仓
哥谭资产管理Gotham Asset Management, LLC
<0.01%<0.01%#70$112.6万4.0万股$95.2万3.4万股+6,109股+17.87%加仓
多伦多道明银行TORONTO DOMINION BANK
<0.01%#76$111.1万4.0万股$00股+4.0万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#63$103.0万3.7万股$102.5万3.7万股+32股+0.09%加仓
Western 财富管理Western Wealth Management, LLC
0.03%#44$98.9万3.5万股$00股+3.5万股新买入
L & S Advisors Inc
0.1%0.22%#30$97.4万3.5万股$96.3万3.5万股+258股+0.75%加仓
Legacy Wealth Managment, LLC/ID
0.4%#14$96.9万3.5万股$00股+3.5万股新买入
SHEETS SMITH WEALTH MANAGEMENT
0.09%0.1%#31$93.7万3.4万股$85.4万3.1万股+2,830股+9.22%加仓
Atria投资Atria Investments, Inc
0.01%0.01%#56$91.3万3.3万股$98.5万3.5万股-2,712股-7.66%减仓
Breakwater Investment Management
0.27%0.08%#18$80.1万2.9万股$21.7万7,790股+2.1万股+267.72%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#95$78.6万2.8万股$23.7万8,526股+2.0万股+229.67%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#73$74.5万2.7万股$75.8万2.7万股-580股-2.13%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#88$64.7万2.3万股$78.0万2.8万股-4,865股-17.37%减仓

🧭 机构资金流板块热力图

净流出 净流入