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 🔒 | ||||||||
2026Q2 买入最多
| Client First Investment Management LLC | 加仓 | $405.53万 |
| GTS SECURITIES LLC | 加仓 | $116.53万 |
| IronBridge Private Wealth, LLC | 加仓 | $40.75万 |
| STEPHENS INC /AR/ | 加仓 | $31.87万 |
| MONEY CONCEPTS CAPITAL CORP | 加仓 | $28.73万 |
| ROYAL BANK OF CANADA | 加仓 | $27.15万 |
| Rooted Wealth Advisors, Inc. | 新建仓 | $22.05万 |
| J2 Capital Management Inc | 新建仓 | $21.23万 |
| SHP Wealth Management | 加仓 | $17.22万 |
| Accel Wealth Management | 加仓 | $10.47万 |
| Davis Investment Partners, LLC | 加仓 | $5.46万 |
| Sound View Wealth Advisors Group, LLC | 加仓 | $5.21万 |
2026Q2 卖出最多
| WEST MICHIGAN ADVISORS, LLC | 清仓 | -$63.56万 |
| MATHER GROUP, LLC. | 减仓 | -$43.89万 |
| Ankerstar Wealth, LLC | 减仓 | -$40.56万 |
| Worth Asset Management, LLC | 清仓 | -$29.98万 |
| Private Advisor Group, LLC | 清仓 | -$27.55万 |
| SeaCrest Wealth Management, LLC | 减仓 | -$2,609 |
| MORGAN STANLEY | 清仓 | -$43 |
2026Q2 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 | 2,465,652 | $1.19亿 | 50.20% | 83,934 | 加仓 |
| IronBridge Private Wealth, LLC | 343,418 | $1,659.25万 | 5.45% | 8,434 | 加仓 |
| ROYAL BANK OF CANADA | 201,949 | $975.80万 | 0.00% | 5,619 | 加仓 |
| STEPHENS INC /AR/ | 79,329 | $383.28万 | 0.04% | 6,597 | 加仓 |
| MATHER GROUP, LLC. | 56,814 | $274.50万 | 0.02% | -9,083 | 减仓 |
| GTS SECURITIES LLC | 45,101 | $217.91万 | 0.05% | 24,119 | 加仓 |
| Ankerstar Wealth, LLC | 41,505 | $200.53万 | 1.68% | -8,394 | 减仓 |
| SHP Wealth Management | 28,213 | $136.31万 | 0.09% | 3,564 | 加仓 |
| MONEY CONCEPTS CAPITAL CORP | 14,421 | $69.68万 | 0.03% | 5,947 | 加仓 |
| Davis Investment Partners, LLC | 12,236 | $59.12万 | 0.18% | 1,131 | 加仓 |
| Accel Wealth Management | 10,174 | $49.16万 | 0.11% | 2,166 | 加仓 |
| TD Waterhouse Canada Inc. | 9,597 | $45.13万 | 0.00% | 0 | 不变 |
| SeaCrest Wealth Management, LLC | 7,745 | $37.42万 | 0.04% | -54 | 减仓 |
| Sound View Wealth Advisors Group, LLC | 7,539 | $36.43万 | 0.02% | 1,078 | 加仓 |
| Rooted Wealth Advisors, Inc. | 4,563 | $22.05万 | 0.05% | 4,563 | 新建仓 |
| J2 Capital Management Inc | 4,393 | $21.23万 | 0.14% | 4,393 | 新建仓 |
| IFP Advisors, Inc | 2,450 | $11.84万 | 0.00% | 0 | 不变 |
| Global Retirement Partners, LLC | 694 | $3.35万 | 0.00% | — | — |
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