ADX ADAMS DIVERSIFIED EQUITY FD
COM
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 | 216 | 20,716,812 | $5.30亿 | 25 | 93 | 46 | 16 | -$267.11万 |
| 2026Q1 | 202 | 20,867,641 | $4.57亿 | 15 | 90 | 49 | 13 | -$1,965.19万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| AMERIPRISE FINANCIAL INC | 加仓 | $441.20万 |
| Walsh & Associates, LLC | 加仓 | $166.23万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $154.76万 |
| Bensler, LLC | 加仓 | $147.21万 |
| Wealthspire Advisors, LLC | 新建仓 | $112.12万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $98.08万 |
| ROYAL BANK OF CANADA | 加仓 | $97.29万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $85.55万 |
| UBS Group AG | 加仓 | $84.33万 |
| Samalin Investment Counsel, LLC | 新建仓 | $78.92万 |
| COHEN & STEERS, INC. | 加仓 | $76.62万 |
| JPMORGAN CHASE & CO | 加仓 | $68.88万 |
| MILLENNIUM MANAGEMENT LLC | 新建仓 | $61.25万 |
| Creative Planning | 加仓 | $56.97万 |
| Advisory Advocates, LLC | 加仓 | $47.28万 |
| XTX Topco Ltd | 加仓 | $37.63万 |
| OSAIC HOLDINGS, INC. | 加仓 | $35.82万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $35.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $35.71万 |
| D.A. DAVIDSON & CO. | 加仓 | $32.33万 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$1,522.67万 |
| Penserra Capital Management LLC | 清仓 | -$758.40万 |
| 1607 Capital Partners, LLC | 减仓 | -$421.62万 |
| Shaker Financial Services, LLC | 清仓 | -$383.36万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$357.74万 |
| Corient Private Wealth LP | 减仓 | -$223.75万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$115.22万 |
| LPL Financial LLC | 减仓 | -$99.53万 |
| Generation Capital Management LLC | 减仓 | -$66.36万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 减仓 | -$65.87万 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 减仓 | -$60.20万 |
| LAZARD ASSET MANAGEMENT LLC | 减仓 | -$48.86万 |
| Segment Wealth Management, LLC | 清仓 | -$45.20万 |
| Allspring Global Investments Holdings, LLC | 减仓 | -$40.30万 |
| Private Advisor Group, LLC | 减仓 | -$26.17万 |
| StoneX Group Inc. | 重新持有 | -$25.08万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 清仓 | -$23.94万 |
| CHOREO, LLC | 减仓 | -$23.53万 |
| ACCREDITED INVESTOR SERVICES, LLC | 清仓 | -$22.10万 |
| GatePass Capital, LLC | 减仓 | -$21.49万 |
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 |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 3,567,556 | $7,809.38万 | 0.13% | -22,319 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,292,952 | $2,830.27万 | 0.01% | -52,636 | 减仓 |
| MORGAN STANLEY | 1,163,271 | $2,546.40万 | 0.00% | -695,600 | 减仓 |
| COHEN & STEERS, INC. | 1,121,635 | $2,455.30万 | 0.04% | 35,000 | 加仓 |
| Bensler, LLC | 1,054,967 | $2,309.32万 | 2.38% | 67,249 | 加仓 |
| ROYAL BANK OF CANADA | 980,325 | $2,145.90万 | 0.00% | 44,446 | 加仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 894,195 | $1,957.39万 | 2.81% | -30,090 | 减仓 |
| STIFEL FINANCIAL CORP | 417,542 | $914.00万 | 0.01% | 14,110 | 加仓 |
| Advisors Asset Management, Inc. | 398,930 | $873.26万 | 0.15% | 11,769 | 加仓 |
| LPL Financial LLC | 387,092 | $847.34万 | 0.00% | -45,469 | 减仓 |
| Allspring Global Investments Holdings, LLC | 382,304 | $836.86万 | 0.01% | -18,412 | 减仓 |
| Waterfront Wealth Inc. | 379,693 | $831.15万 | 1.53% | -5,623 | 减仓 |
| AMERIPRISE FINANCIAL INC | 317,230 | $694.42万 | 0.00% | 201,551 | 加仓 |
| 1607 Capital Partners, LLC | 315,928 | $691.57万 | 0.50% | -192,608 | 减仓 |
| Hennion & Walsh Asset Management, Inc. | 301,196 | $659.32万 | 0.22% | 13,182 | 加仓 |
| WELLS FARGO & COMPANY/MN | 291,421 | $637.92万 | 0.00% | 70,701 | 加仓 |
| GatePass Capital, LLC | 288,965 | $632.54万 | 2.95% | -9,815 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 283,991 | $621.66万 | 0.00% | 2,703 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 271,458 | $608.88万 | 0.01% | -159,493 | 减仓 |
| INTREPID FAMILY OFFICE LLC | 273,000 | $597.60万 | 4.83% | 5,738 | 加仓 |
| ARQ WEALTH ADVISORS, LLC | 225,155 | $492.86万 | 0.89% | 16,345 | 加仓 |
| RB Capital Management, LLC | 207,076 | $458.20万 | 0.97% | -1,386 | 减仓 |
| UMB Bank, n.a. | 208,109 | $455.55万 | 0.06% | -5,692 | 减仓 |
| Kestra Advisory Services, LLC | 202,000 | $442.18万 | 0.02% | 4,773 | 加仓 |
| OSAIC HOLDINGS, INC. | 197,907 | $433.25万 | 0.01% | 16,364 | 加仓 |
| FCA CORP /TX | 184,138 | $403.08万 | 1.14% | 8,808 | 加仓 |
| Uncommon Cents Investing LLC | 181,905 | $398.19万 | 0.92% | -3,106 | 减仓 |
| ROBERTS GLORE & CO INC /IL/ | 157,823 | $345.47万 | 0.95% | 13,149 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 161,050 | $343.20万 | 0.00% | 40,145 | 加仓 |
| Cetera Investment Advisers | 146,764 | $321.27万 | 0.00% | -3,758 | 减仓 |
| D.A. DAVIDSON & CO. | 145,800 | $319.16万 | 0.02% | 14,768 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 145,263 | $317.98万 | 0.07% | 518 | 加仓 |
| GENERAL AMERICAN INVESTORS CO INC | 131,124 | $287.03万 | 0.19% | 0 | 不变 |
| Integrated Wealth Concepts LLC | 120,982 | $264.83万 | 0.02% | -2,066 | 减仓 |
| UBS Group AG | 110,812 | $242.57万 | 0.00% | 38,523 | 加仓 |
| DELTA CAPITAL MANAGEMENT LLC | 105,466 | $230.90万 | 1.23% | 0 | 不变 |
| Focus Partners Wealth | 104,157 | $228.00万 | 0.00% | 6,555 | 加仓 |
| Stolper Co | 103,675 | $226.90万 | 0.49% | 2,840 | 加仓 |
| Providence Wealth Advisors, LLC | 98,953 | $221.46万 | 1.41% | 0 | 不变 |
| Westbourne Investment Advisors, Inc. | 83,400 | $182.56万 | 0.53% | 9,200 | 加仓 |
| PMG Family Office LLC | 83,312 | $182.37万 | 2.04% | 3,637 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 82,413 | $180.40万 | 0.10% | -389 | 减仓 |
| Walsh & Associates, LLC | 79,791 | $174.66万 | 1.73% | 75,938 | 加仓 |
| Concurrent Investment Advisors, LLC | 77,421 | $169.48万 | 0.02% | 10,304 | 加仓 |
| Advisory Advocates, LLC | 77,018 | $168.59万 | 1.72% | 21,598 | 加仓 |
| Waverly Advisors, LLC | 73,199 | $160.23万 | 0.01% | 5,839 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 72,946 | $159.68万 | 0.00% | -1,579 | 减仓 |
| DIVERSIFIED TRUST CO | 65,351 | $143.05万 | 0.03% | 1,293 | 加仓 |
| HighTower Advisors, LLC | 64,272 | $140.69万 | 0.00% | -647 | 减仓 |
| MEANS INVESTMENT CO., INC. | 62,535 | $136.89万 | 0.12% | 0 | 不变 |
内部人交易（Form 4）
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