ADPV SERIES PORTFOLIOS TR
ADAPTIV SELECT
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 | 18 | 3,335,793 | $1.61亿 | 2 | 10 | 3 | 4 | $526.41万 |
| 2026Q1 | 19 | 3,229,801 | $1.36亿 | 5 | 10 | 2 | 2 | $789.60万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MATHER GROUP, LLC. | 新建仓 | $277.87万 |
| Client First Investment Management LLC | 加仓 | $189.20万 |
| GTS SECURITIES LLC | 新建仓 | $88.48万 |
| STEPHENS INC /AR/ | 加仓 | $84.40万 |
| Ankerstar Wealth, LLC | 加仓 | $39.85万 |
| SHP Wealth Management | 加仓 | $39.14万 |
| MONEY CONCEPTS CAPITAL CORP | 新建仓 | $35.73万 |
| IronBridge Private Wealth, LLC | 加仓 | $31.36万 |
| Private Advisor Group, LLC | 新建仓 | $27.55万 |
| WEST MICHIGAN ADVISORS, LLC | 加仓 | $26.87万 |
| Davis Investment Partners, LLC | 加仓 | $13.91万 |
| Accel Wealth Management | 加仓 | $6.73万 |
| SeaCrest Wealth Management, LLC | 加仓 | $5.46万 |
| Sound View Wealth Advisors Group, LLC | 加仓 | $3.27万 |
| MORGAN STANLEY | 新建仓 | $43 |
2026Q1 卖出最多
| ROYAL BANK OF CANADA | 减仓 | -$67.93万 |
| Worth Asset Management, LLC | 减仓 | -$8.96万 |
| Ancora Advisors LLC | 清仓 | -$2.57万 |
| UBS Group AG | 清仓 | -$7,626 |
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 |
|---|---|---|---|---|---|
| Client First Investment Management LLC | 2,381,718 | $1.00亿 | 52.21% | 44,868 | 加仓 |
| IronBridge Private Wealth, LLC | 334,984 | $1,412.56万 | 4.56% | 7,437 | 加仓 |
| ROYAL BANK OF CANADA | 196,330 | $827.80万 | 0.00% | -16,111 | 减仓 |
| STEPHENS INC /AR/ | 72,732 | $306.70万 | 0.04% | 20,015 | 加仓 |
| MATHER GROUP, LLC. | 65,897 | $277.87万 | 0.03% | 65,897 | 新建仓 |
| Ankerstar Wealth, LLC | 49,899 | $210.41万 | 2.22% | 9,451 | 加仓 |
| SHP Wealth Management | 24,649 | $103.94万 | 0.08% | 9,281 | 加仓 |
| GTS SECURITIES LLC | 20,982 | $88.48万 | 0.03% | 20,982 | 新建仓 |
| WEST MICHIGAN ADVISORS, LLC | 15,072 | $63.56万 | 0.14% | 6,372 | 加仓 |
| Davis Investment Partners, LLC | 11,105 | $46.83万 | 0.17% | 3,298 | 加仓 |
| TD Waterhouse Canada Inc. | 9,597 | $41.12万 | 0.00% | 0 | 不变 |
| MONEY CONCEPTS CAPITAL CORP | 8,474 | $35.73万 | 0.02% | 8,474 | 新建仓 |
| Accel Wealth Management | 8,008 | $33.77万 | 0.09% | 1,596 | 加仓 |
| SeaCrest Wealth Management, LLC | 7,799 | $32.89万 | 0.04% | 1,296 | 加仓 |
| Worth Asset Management, LLC | 7,109 | $29.98万 | 0.11% | -2,126 | 减仓 |
| Private Advisor Group, LLC | 6,534 | $27.55万 | 0.00% | 6,534 | 新建仓 |
| Sound View Wealth Advisors Group, LLC | 6,461 | $27.24万 | 0.02% | 775 | 加仓 |
| IFP Advisors, Inc | 2,450 | $10.33万 | 0.00% | 0 | 不变 |
| MORGAN STANLEY | 1 | $43 | 0.00% | 1 | 新建仓 |
内部人交易（Form 4）
ADPV 董事、高管和大股东的最新买卖申报。专业版可看 🔒