ACIO ETF SER SOLUTIONS
APTUS COLLRD INV
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 142 | 65,522,577 | $30.23亿 | 14 | 55 | 52 | 11 | $2.97亿 |
| 2026Q1 | 134 | 58,879,987 | $24.75亿 | 15 | 51 | 49 | 10 | $431.08万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Integrated Wealth Concepts LLC | 加仓 | $7,465.03万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $6,861.91万 |
| Aptus Capital Advisors, LLC | 加仓 | $4,231.28万 |
| Independent Advisor Alliance | 加仓 | $496.90万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 加仓 | $385.29万 |
| Bienville Capital Management, LLC | 加仓 | $362.15万 |
| Diversified Enterprises, LLC | 加仓 | $328.63万 |
| Signal Advisors Wealth, LLC | 加仓 | $324.49万 |
| Geneos Wealth Management Inc. | 新建仓 | $215.68万 |
| Meridian Wealth Management, LLC | 加仓 | $164.55万 |
| CoreFirst Bank & Trust | 加仓 | $154.38万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $152.77万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $140.17万 |
| RFG Advisory, LLC | 新建仓 | $135.96万 |
| Lunt Capital Management, Inc. | 加仓 | $120.17万 |
| First Heartland Consultants, Inc. | 加仓 | $103.50万 |
| BROGAN FINANCIAL, INC. | 加仓 | $103.42万 |
| Sunburst Financial Group, LLC | 加仓 | $102.61万 |
| United Advisor Group, LLC | 加仓 | $91.60万 |
| Advisory Services Network, LLC | 加仓 | $84.51万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$1.50亿 |
| Uniting Wealth Partners, LLC | 重新持有 | -$1,651.04万 |
| MAI Capital Management | 减仓 | -$993.65万 |
| KFG WEALTH MANAGEMENT, LLC | 减仓 | -$882.07万 |
| Delta Investment Management, LLC | 减仓 | -$467.69万 |
| Savvy Advisors, Inc. | 减仓 | -$459.21万 |
| TrueWealth Advisors, LLC | 减仓 | -$402.01万 |
| Peak Planning Group, LLC | 减仓 | -$383.40万 |
| True Vision MN LLC | 清仓 | -$244.41万 |
| Park Place Capital Corp | 减仓 | -$207.15万 |
| LPL Financial LLC | 减仓 | -$202.22万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$181.26万 |
| Strong Retirement Solutions LLC | 减仓 | -$179.09万 |
| UBS Group AG | 减仓 | -$156.69万 |
| Lifeworks Advisors, LLC | 清仓 | -$130.30万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$115.84万 |
| RENASANT BANK | 减仓 | -$110.65万 |
| Prosperity Bancshares Inc | 减仓 | -$91.09万 |
| Cushing Capital Partners, LLC | 减仓 | -$70.66万 |
| Town Capital LLC | 减仓 | -$56.69万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 16,259,682 | $6.82亿 | 5.36% | 1,008,407 | 加仓 |
| Integrated Wealth Concepts LLC | 7,858,581 | $3.30亿 | 2.63% | 1,779,082 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4,472,403 | $1.88亿 | 11.82% | 91,824 | 加仓 |
| Corient Private Wealth LP | 2,803,345 | $1.18亿 | 0.17% | -3,584,195 | 减仓 |
| BROGAN FINANCIAL, INC. | 1,945,963 | $8,165.26万 | 35.91% | 24,647 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,645,786 | $6,905.72万 | 0.02% | 1,635,346 | 加仓 |
| KFG WEALTH MANAGEMENT, LLC | 1,582,391 | $6,639.71万 | 8.58% | -210,216 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,521,528 | $6,384.33万 | 0.02% | 33,406 | 加仓 |
| Second Line Capital, LLC | 1,266,731 | $5,729.43万 | 10.80% | 15,646 | 加仓 |
| Signal Advisors Wealth, LLC | 1,201,571 | $5,041.79万 | 3.46% | 77,332 | 加仓 |
| First Heartland Consultants, Inc. | 1,097,223 | $4,603.95万 | 3.53% | 24,667 | 加仓 |
| Clarus Group, Inc. | 1,078,147 | $4,523.91万 | 16.22% | -5,498 | 减仓 |
| Sunburst Financial Group, LLC | 1,069,252 | $4,486.58万 | 8.26% | 24,455 | 加仓 |
| Advisory Services Network, LLC | 1,060,001 | $4,447.77万 | 0.59% | 20,140 | 加仓 |
| Park Place Capital Corp | 1,032,980 | $4,334.39万 | 8.69% | -49,369 | 减仓 |
| Bienville Capital Management, LLC | 1,030,595 | $4,324.38万 | 7.86% | 86,309 | 加仓 |
| Diversified Enterprises, LLC | 1,001,338 | $4,201.61万 | 2.29% | 78,321 | 加仓 |
| Waterloo Capital, L.P. | 762,012 | $3,197.40万 | 2.24% | 2,611 | 加仓 |
| 6th Street Advisors, LLC | 648,238 | $2,720.01万 | 17.11% | — | — |
| WELLS FARGO & COMPANY/MN | 644,305 | $2,703.50万 | 0.01% | -43,199 | 减仓 |
| Compass Ion Advisors, LLC | 624,355 | $2,619.79万 | 2.50% | 18,362 | 加仓 |
| LPL Financial LLC | 496,727 | $2,084.27万 | 0.01% | -48,193 | 减仓 |
| MAI Capital Management | 379,953 | $1,594.28万 | 0.09% | -236,808 | 减仓 |
| United Advisor Group, LLC | 364,503 | $1,529.45万 | 1.89% | 21,830 | 加仓 |
| Uniting Wealth Partners, LLC | 329,385 | $1,382.86万 | 2.94% | -393,264 | 重新持有 |
| Purewater Capital LLC | 323,690 | $1,358.20万 | 13.01% | — | — |
| GERBER, LLC | 317,453 | $1,332.03万 | 7.44% | 18,015 | 加仓 |
| Cushing Capital Partners, LLC | 301,778 | $1,266.26万 | 9.73% | -16,841 | 减仓 |
| SILVER OAK SECURITIES, INCORPORATED | 293,465 | $1,231.38万 | 0.90% | -27,608 | 减仓 |
| Financial Guidance Group, Inc. | 284,949 | $1,195.65万 | 4.81% | 15,478 | 加仓 |
| MBE Wealth Management, LLC | 283,436 | $1,189.30万 | 4.94% | 462 | 加仓 |
| Strong Retirement Solutions LLC | 278,258 | $1,167.57万 | 8.18% | -42,681 | 减仓 |
| Lord & Richards Wealth Management, LLC | 259,536 | $1,089.01万 | 9.55% | 2,497 | 加仓 |
| EdgeRock Capital LLC | 230,896 | $969.90万 | 2.62% | 7,416 | 加仓 |
| Independent Advisor Alliance | 209,190 | $877.76万 | 0.09% | 118,423 | 加仓 |
| MARIPAU WEALTH MANAGEMENT LLC | 206,200 | $865.22万 | 3.80% | 13,404 | 加仓 |
| Prime Capital Investment Advisors, LLC | 205,054 | $860.41万 | 0.10% | 36,409 | 加仓 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 197,842 | $830.15万 | 0.27% | -341 | 减仓 |
| CWM, LLC | 189,539 | $795.30万 | 0.02% | -5,218 | 减仓 |
| Sunpointe, LLC | 174,551 | $732.42万 | 2.40% | 6,558 | 加仓 |
| CoreFirst Bank & Trust | 157,857 | $662.37万 | 3.51% | 36,792 | 加仓 |
| Wealthcare Advisory Partners LLC | 142,584 | $598.28万 | 0.12% | -8,917 | 减仓 |
| RENASANT BANK | 134,637 | $564.94万 | 4.00% | -26,370 | 减仓 |
| TrueWealth Advisors, LLC | 128,403 | $538.78万 | 1.36% | -95,807 | 减仓 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 127,895 | $536.65万 | 2.26% | 5,822 | 加仓 |
| Regal Investment Advisors LLC | 117,486 | $492.97万 | 0.28% | 3,407 | 加仓 |
| UBS Group AG | 113,047 | $474.35万 | 0.00% | -37,343 | 减仓 |
| Savvy Advisors, Inc. | 107,769 | $452.20万 | 0.12% | -109,440 | 减仓 |
| Meridian Wealth Management, LLC | 92,857 | $389.63万 | 0.14% | 39,216 | 加仓 |
| Tailwinds Wealth, LLC | 91,428 | $383.63万 | 9.41% | 9,812 | 加仓 |
内部人交易（Form 4）
ACIO 董事、高管和大股东的最新买卖申报。专业版可看 🔒