13F 机构持仓

Janney Montgomery Scott LLC

PHILADELPHIA PA · SEC CIK 0001329948

2026Q22026Q1 更早 9 个季度 🔒
$403.98亿2026Q1 申报市值
2,740持仓数
17.4%前十大占比 · 第一大 3.0%
186 / 118新建仓 / 清仓
申报市值走势$516.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.0%
IVV 2.3%
MSFT 2.1%
NVDA 1.9%
XLK 1.6%
AMZN 1.4%
AVGO 1.4%
JPM 1.3%
GOOGL 1.3%
QQQ 1.2%

2026Q1 买入最多 按季末市值估算

EFG 加仓+$1.11亿
GOVT 加仓+$9,683.27万
IVV 加仓+$8,863.74万
IEFA 加仓+$7,662.34万
BLCR 新建仓+$7,334.40万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$1.67亿
VPL 减仓-$1.02亿
EEMA 减仓-$9,435.89万
IAU 减仓-$4,354.14万
DYNF 减仓-$3,307.09万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SRTA STRATA CRITICAL MED A $5.10万0.00%12,150 00.0% — 不变
CINT CIT INC A $6.00万0.00%11,764 11,764— $6.00万 新建仓
BGS BG FOODS INC NEW $6.10万0.00%12,585 9127.8% $4,421 加仓
AUR AURORA INNOVATION INC A $6.60万0.00%16,010 6854.5% $2,824 加仓
— WESTERN HIGH INCME FD II $6.80万0.00%17,000 -825-4.6% -$3,300 减仓
SLDP SOLID PWR INC A $6.90万0.00%23,100 1,0004.5% $2,987 加仓
— ATAIBECKLEY INC $6.90万0.00%19,604 19,604— $6.90万 新建仓
BBAI BIGBEAR AI HOLDINGS INC $7.00万0.00%19,820 -181,364-90.1% -$64.05万 减仓
— MONROE CAPITAL CORP BDC $7.20万0.00%15,555 -5,215-25.1% -$2.41万 减仓
— FRK LTD DUR INCM TR $7.30万0.00%12,463 -3,308-21.0% -$1.94万 减仓
— VIRTUS TOTAL RETURN FD $7.30万0.00%11,099 00.0% — 不变
DSM BNY STRAT MUN BD $7.50万0.00%12,517 -2,814-18.4% -$1.69万 减仓
MPT MEDICAL PROPERTIES TRUST $7.60万0.00%16,481 -14,346-46.5% -$6.62万 减仓
ACP ABRDN INC CR STR $7.60万0.00%14,918 -199-1.3% -$1,014 减仓
— XAI MADISON EQ PREM INC $7.80万0.00%13,449 00.0% — 不变
— ADVSH PURE CANNABIS ETF $8.10万0.00%30,876 -65-0.2% -$171 减仓
RWT REDWOOD TRUST INC $8.50万0.00%15,113 2,36318.5% $1.33万 加仓
CERS CERUS CORP $8.60万0.00%47,100 -1,050-2.2% -$1,917 减仓
MARA MARA HOLDINGS INC $8.80万0.00%10,798 -20,653-65.7% -$16.83万 重新持有
FRMI FERMI INC $9.10万0.00%15,616 15,616— $9.10万 新建仓
GEVO GEVO INC PAR 001 NEW $9.60万0.00%35,200 00.0% — 不变
— PUTNAM FRKLN NY MUNI ETF $9.90万0.00%12,658 -5,764-31.3% -$4.51万 减仓
LENZ LENZ THERAPEUTICS INC $9.90万0.00%10,814 10,814— $9.90万 新建仓
PGEN PRECIGEN INC $10.50万0.00%27,063 -3,225-10.6% -$1.25万 减仓
STGW STAGWELL INC A $10.70万0.00%17,077 -60,000-77.8% -$37.59万 减仓
AI C3 AI INC A $11.00万0.00%13,095 -7,151-35.3% -$6.01万 减仓
PATH UIPATH INC A $11.40万0.00%10,231 -26,974-72.5% -$30.06万 减仓
— WESTERN MTG OPPTY FD INC $11.40万0.00%10,578 10,578— $11.40万 新建仓
CRMD CORMEDIX INC NEW $11.50万0.00%16,998 -86,302-83.5% -$58.39万 减仓
HFRO HIGHLND OPPTYS INCM FD $11.60万0.00%20,275 -4,184-17.1% -$2.39万 减仓
— INVESCO TR INVT GRD MUNS $11.80万0.00%11,929 2372.0% $2,344 加仓
APLE APPLE HOSPITALITY REIT $11.80万0.00%10,236 00.0% — 不变
— AMPCO PITTSBURGH CORP $11.80万0.00%17,516 17,516— $11.80万 新建仓
STUB STUBHUB HOLDINGS INC A $11.90万0.00%19,146 1,6469.4% $1.02万 加仓
— MASTECH DIGITAL INC $12.10万0.00%21,278 7,80057.9% $4.44万 加仓
PANL PANGAEA LOGISTICS SLTNS $12.20万0.00%17,213 -4,876-22.1% -$3.46万 减仓
— YLDMAX UNIVRS FD OPT ETF $12.30万0.00%15,750 15,750— $12.30万 新建仓
BGC BGC GROUP INC A $12.30万0.00%12,608 12,608— $12.30万 新建仓
ABR ARBOR REALTY TRUST INC $12.40万0.00%16,020 -293-1.8% -$2,268 减仓
— SIMULATIONS PLUS INC $13.00万0.00%11,014 9549.5% $1.13万 重新持有
PMT PENNYMAV MTG INV TRUST $13.20万0.00%11,353 -1,454-11.4% -$1.69万 减仓
— NUVEEN DYN MUN OPP $13.50万0.00%13,150 -2,250-14.6% -$2.31万 减仓
KODK EASTMAN KODAK CO NEW $13.50万0.00%14,900 00.0% — 不变
SAIL SAILPOINT INC $13.70万0.00%10,354 10,354— $13.70万 新建仓
JRI NUVEEN REAL ASSET INCM $14.00万0.00%11,356 -4,329-27.6% -$5.34万 减仓
NOK NOKIA CORP SPON ADR $14.00万0.00%17,463 -4,963-22.1% -$3.98万 减仓
— CREDIT SUISSE ASST MGMT $14.10万0.00%55,120 00.0% — 不变
— NUVEEN CA AMT FREE QUAL $14.40万0.00%12,100 00.0% — 不变
HIVE HIVE DIGITAL TECHS LTD $14.50万0.00%76,200 35,20085.9% $6.70万 加仓
BV BRIGHTVIEW HOLDINGS INC $14.50万0.00%12,292 7476.5% $8,812 重新持有
XERS XERIS BIOPHARMA HLDGS $14.60万0.00%25,200 7503.1% $4,345 加仓
— FT SKYBRIDGE CRYPTO ETF $14.90万0.00%12,758 1,20010.4% $1.40万 加仓
CADL CANDEL THERAPEUTICS INC $14.90万0.00%30,472 3,40012.6% $1.66万 加仓
DFH DREAM FINDERS HOMES A $15.00万0.00%10,792 1,71318.9% $2.38万 重新持有
GSBD GS BDC INC BDC $15.10万0.00%17,000 2,54517.6% $2.26万 加仓
— SMART SAND INC $15.10万0.00%29,500 29,500— $15.10万 新建仓
— ABRDN GLB DYN DIV FD $15.20万0.00%14,043 6835.1% $7,393 加仓
— WESTERN INTER MUNI FD $15.20万0.00%19,850 00.0% — 不变
MYN BLKRK MUYLD NY QUAL FUND $15.20万0.00%15,851 4,66141.7% $4.47万 加仓
FSSL FS SPECIALTY LENDING FD $15.40万0.00%12,283 1,0209.1% $1.28万 加仓
EIM EV MUN BD FD $15.60万0.00%15,931 -497-3.0% -$4,867 减仓
BTZ BLACKROCK CR INCM TR $15.90万0.00%15,787 -4,250-21.2% -$4.28万 减仓
FRBA FIRST BANK WLMSTWN NJ $16.00万0.00%10,000 00.0% — 不变
— SENSUS HEALTHCARE INC $16.10万0.00%40,576 00.0% — 不变
— SAN JUAN BASIN RLTY TR $16.20万0.00%33,687 -350-1.0% -$1,683 减仓
KD KYNDRYL HOLDINGS INC $16.30万0.00%12,408 260.2% $342 加仓
— GABELLI CV INC SEC FD $16.40万0.00%38,366 5661.5% $2,419 加仓
— BLK FLT RT INCM STRAT FD $16.50万0.00%15,003 -479-3.1% -$5,268 减仓
— TWO HARBORS INVT PAR $16.50万0.00%14,417 -900-5.9% -$1.03万 减仓
EOSE EOS ENERGY ENTRPRS INC A $16.70万0.00%33,570 9,84541.5% $4.90万 加仓
XBOEX BLACKROCK ENH GLB DIV TR $16.70万0.00%15,204 -2,066-12.0% -$2.27万 减仓
— NUVEEN REAL ESTATE INC $17.00万0.00%22,771 -23-0.1% -$172 减仓
— RIVERNRTH OPPORTUNISTIC $17.00万0.00%11,309 710.6% $1,067 加仓
— AS GLB DIV OPP FD $17.10万0.00%29,296 00.0% — 不变
SMR NUSCALE POWER CORP $17.40万0.00%16,012 2,54918.9% $2.77万 加仓
XOVR ERSHS PVT PUB CRSSVR ETF $17.40万0.00%10,276 10,276— $17.40万 新建仓
— INV KBW H/Y DIV FINL ETF $17.70万0.00%14,102 5584.1% $7,004 加仓
FRST PRIMIS FINL CORP $17.90万0.00%13,481 13,481— $17.90万 新建仓
ASM AVINO SILVER GOLD MINE $18.00万0.00%28,554 -26,643-48.3% -$16.80万 减仓
RA BROOKFIELD REAL ASSETS $18.20万0.00%14,120 -1,085-7.1% -$1.40万 减仓
RMT ROYCE MICRO CAP TRUST $18.30万0.00%16,186 -11,476-41.5% -$12.97万 减仓
MUA BLACKROCK MUNIASSETS FD $18.40万0.00%17,311 6,69763.1% $7.12万 加仓
AXIAY AXIA ENERGIA SPONS ADR $18.50万0.00%16,385 -28,623-63.6% -$32.32万 减仓
NCNO NCINO INC NEW $18.70万0.00%12,467 1,0399.1% $1.56万 加仓
NTST NETSTREIT CORP $18.80万0.00%10,002 -2,998-23.1% -$5.64万 减仓
CGBD CARLYLE SECD LENDING BDC $18.90万0.00%17,304 -3,703-17.6% -$4.04万 减仓
LYFT LYFT INC A $19.00万0.00%14,315 -3,321-18.8% -$4.41万 减仓
— VILLAGE FARMS INTL INC $19.10万0.00%67,086 -27,620-29.2% -$7.86万 减仓
AOK ISHS CORE 30/70 CONS ETF $20.00万0.00%5,025 -20,904-80.6% -$83.20万 减仓
— ISHS MSTR SML CAP ETF $20.10万0.00%3,088 -340-9.9% -$2.21万 减仓
DWLD DAVIS SELECT WORLDWD ETF $20.10万0.00%4,587 00.0% — 不变
— URANIUM ROYALTY CORP $20.10万0.00%55,000 45,000450.0% $16.45万 加仓
APG API GROUP CORP $20.10万0.00%4,960 4,960— $20.10万 新建仓
ZIM ZIM INTEGRATED SHIPPING $20.10万0.00%7,615 7,615— $20.10万 新建仓
— STELLAR BANCORP INC $20.20万0.00%5,524 5,524— $20.20万 新建仓
— INV FOOD BEVERAGE ETF $20.20万0.00%4,119 4,119— $20.20万 新建仓
WBI WATERBRIDGE INFRA LLC A $20.20万0.00%7,550 7,550— $20.20万 新建仓
— FEDERATED S/DUR H/Y ETF $20.30万0.00%8,850 8,850— $20.30万 新建仓
SUSL ISHS ESG MSCI USA LDRETF $20.40万0.00%1,800 00.0% — 不变
URNM SPROTT URANIUM MINRS ETF $20.40万0.00%3,228 3,228— $20.40万 新建仓