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 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $1,609.41万 |
| MAI Capital Management | 新建仓 | $565.85万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $289.35万 |
| Atlas Wealth LLC | 新建仓 | $210.38万 |
| Bensler, LLC | 加仓 | $190.71万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $142.86万 |
| Integrated Wealth Concepts LLC | 加仓 | $106.31万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $98.61万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $93.19万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $92.20万 |
| Private Advisor Group, LLC | 加仓 | $87.35万 |
| Peak Asset Management, LLC | 新建仓 | $82.27万 |
| Navis Wealth Advisors, LLC | 新建仓 | $79.06万 |
| Samalin Investment Counsel, LLC | 加仓 | $74.23万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $65.49万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $56.29万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $55.61万 |
| RETIREMENT PLANNING GROUP, LLC / NY | 新建仓 | $51.88万 |
| Invesco Ltd. | 加仓 | $48.85万 |
| UBS Group AG | 加仓 | $46.54万 |
2026Q2 卖出最多
| MORGAN STANLEY | 减仓 | -$1,008.02万 |
| LAZARD ASSET MANAGEMENT LLC | 减仓 | -$917.76万 |
| Allspring Global Investments Holdings, LLC | 清仓 | -$836.86万 |
| Kestra Advisory Services, LLC | 减仓 | -$483.48万 |
| 1607 Capital Partners, LLC | 减仓 | -$440.96万 |
| GatePass Capital, LLC | 减仓 | -$137.66万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 减仓 | -$122.12万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$114.85万 |
| DELTA CAPITAL MANAGEMENT LLC | 减仓 | -$106.45万 |
| Waterfront Wealth Inc. | 减仓 | -$89.48万 |
| ROYAL BANK OF CANADA | 减仓 | -$69.56万 |
| Hennion & Walsh Asset Management, Inc. | 减仓 | -$65.01万 |
| MILLENNIUM MANAGEMENT LLC | 清仓 | -$61.25万 |
| JANE STREET GROUP, LLC | 清仓 | -$58.88万 |
| COHEN & STEERS, INC. | 减仓 | -$51.10万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 减仓 | -$41.15万 |
| UMB Bank, n.a. | 减仓 | -$39.84万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$35.71万 |
| Ancora Advisors LLC | 减仓 | -$35.39万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$29.04万 |
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 |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 3,208,355 | $8,197.35万 | 0.12% | -359,201 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,318,584 | $3,368.98万 | 0.01% | 25,632 | 加仓 |
| Bensler, LLC | 1,129,607 | $2,886.14万 | 2.55% | 74,640 | 加仓 |
| COHEN & STEERS, INC. | 1,101,635 | $2,814.70万 | 0.04% | -20,000 | 减仓 |
| LPL Financial LLC | 1,016,997 | $2,598.43万 | 0.01% | 629,905 | 加仓 |
| ROYAL BANK OF CANADA | 953,099 | $2,435.20万 | 0.00% | -27,226 | 减仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,398 | $2,162.55万 | 2.70% | -47,797 | 减仓 |
| MORGAN STANLEY | 768,743 | $1,964.14万 | 0.00% | -394,528 | 减仓 |
| STIFEL FINANCIAL CORP | 413,322 | $1,056.04万 | 0.01% | -4,220 | 减仓 |
| Advisors Asset Management, Inc. | 401,665 | $1,026.25万 | 0.16% | 2,735 | 加仓 |
| Waterfront Wealth Inc. | 345,424 | $901.90万 | 1.40% | -34,269 | 减仓 |
| ARQ WEALTH ADVISORS, LLC | 334,882 | $883.08万 | 1.09% | 109,727 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 320,464 | $818.78万 | 0.00% | 36,473 | 加仓 |
| WELLS FARGO & COMPANY/MN | 295,048 | $753.85万 | 0.00% | 3,627 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 279,405 | $729.53万 | 0.01% | 7,947 | 加仓 |
| INTREPID FAMILY OFFICE LLC | 278,226 | $710.87万 | 5.26% | 5,226 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 275,750 | $704.54万 | 0.20% | -25,446 | 减仓 |
| AMERIPRISE FINANCIAL INC | 272,279 | $695.67万 | 0.00% | -44,951 | 减仓 |
| GatePass Capital, LLC | 235,085 | $600.64万 | 2.28% | -53,880 | 减仓 |
| MAI Capital Management | 221,469 | $565.85万 | 0.02% | 221,469 | 新建仓 |
| RB Capital Management, LLC | 211,303 | $539.88万 | 1.05% | 4,227 | 加仓 |
| OSAIC HOLDINGS, INC. | 201,219 | $514.15万 | 0.01% | 3,312 | 加仓 |
| FCA CORP /TX | 200,255 | $511.65万 | 1.26% | 16,117 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 197,843 | $495.79万 | 0.00% | 36,793 | 加仓 |
| UMB Bank, n.a. | 192,516 | $491.88万 | 0.06% | -15,593 | 减仓 |
| Uncommon Cents Investing LLC | 181,270 | $463.15万 | 1.00% | -635 | 减仓 |
| Integrated Wealth Concepts LLC | 162,590 | $415.42万 | 0.02% | 41,608 | 加仓 |
| ROBERTS GLORE & CO INC /IL/ | 160,810 | $410.87万 | 1.02% | 2,987 | 加仓 |
| Cetera Investment Advisers | 150,243 | $383.87万 | 0.00% | 3,479 | 加仓 |
| D.A. DAVIDSON & CO. | 146,269 | $373.72万 | 0.02% | 469 | 加仓 |
| 1607 Capital Partners, LLC | 143,339 | $366.23万 | 0.32% | -172,589 | 减仓 |
| GENERAL AMERICAN INVESTORS CO INC | 131,124 | $335.02万 | 0.20% | 0 | 不变 |
| INDEPENDENT FINANCIAL GROUP, LLC | 129,156 | $329.99万 | 0.06% | -16,107 | 减仓 |
| UBS Group AG | 129,026 | $329.66万 | 0.00% | 18,214 | 加仓 |
| Stolper Co | 107,587 | $274.90万 | 0.71% | 3,912 | 加仓 |
| Focus Partners Wealth | 99,522 | $254.28万 | 0.00% | -4,635 | 减仓 |
| Providence Wealth Advisors, LLC | 98,953 | $254.11万 | 1.50% | 0 | 不变 |
| GUGGENHEIM CAPITAL LLC | 91,830 | $234.63万 | 0.01% | 38,593 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 90,262 | $230.60万 | 0.00% | 55,920 | 加仓 |
| Concurrent Investment Advisors, LLC | 86,354 | $220.63万 | 0.02% | 8,933 | 加仓 |
| Advisory Advocates, LLC | 85,508 | $218.47万 | 1.87% | 8,490 | 加仓 |
| PMG Family Office LLC | 84,104 | $214.89万 | 1.98% | 792 | 加仓 |
| Westbourne Investment Advisors, Inc. | 83,800 | $214.11万 | 0.59% | 400 | 加仓 |
| Atlas Wealth LLC | 82,341 | $210.38万 | 0.30% | 82,341 | 新建仓 |
| Walsh & Associates, LLC | 79,791 | $203.87万 | 1.67% | 0 | 不变 |
| EVOLVE PRIVATE WEALTH, LLC | 78,995 | $201.83万 | 0.12% | -3,418 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 77,016 | $196.78万 | 0.00% | 4,070 | 加仓 |
| Waverly Advisors, LLC | 68,187 | $174.22万 | 0.01% | -5,012 | 减仓 |
| Invesco Ltd. | 67,186 | $171.66万 | 0.00% | 19,118 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 65,950 | $168.50万 | 0.00% | 7,579 | 加仓 |
内部人交易（Form 4）
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