AGOX STARBOARD INVT TR
ADAPTIVE ALPHA
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 | 49 | 9,060,291 | $3.14亿 | 7 | 12 | 16 | 8 | -$376.48万 |
| 2026Q1 | 44 | 8,689,984 | $2.31亿 | 5 | 9 | 22 | 3 | -$1,587.68万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ROYAL BANK OF CANADA | 加仓 | $1,088.02万 |
| Berman McAleer LLC | 加仓 | $134.65万 |
| CITADEL ADVISORS LLC | 新建仓 | $46.69万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $41.20万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $37.76万 |
| GTS SECURITIES LLC | 加仓 | $21.77万 |
| FIRETHORN WEALTH PARTNERS, LLC | 加仓 | $9.70万 |
| HARBOUR INVESTMENTS, INC. | 新建仓 | $3.99万 |
| UBS Group AG | 加仓 | $3.64万 |
| FIFTH THIRD BANCORP | 新建仓 | $2.75万 |
| Indiana Trust & Investment Management Co | 新建仓 | $1.93万 |
| Empirical Asset Management, LLC | 加仓 | $9,743 |
| JPMORGAN CHASE & CO | 加仓 | $8,891 |
| Security National Bank | 新建仓 | $1,810 |
2026Q1 卖出最多
| Octavia Wealth Advisors, LLC | 减仓 | -$1,719.12万 |
| WealthPlan Investment Management, LLC | 减仓 | -$429.35万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$249.87万 |
| WealthPLAN Partners, LLC | 减仓 | -$108.07万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$102.43万 |
| LPL Financial LLC | 减仓 | -$89.34万 |
| PARTNERS WEALTH MANAGEMENT, LLC | 减仓 | -$51.89万 |
| Foundations Investment Advisors, LLC | 减仓 | -$44.37万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$38.95万 |
| JANE STREET GROUP, LLC | 清仓 | -$36.22万 |
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$26.08万 |
| Ameritas Advisory Services, LLC | 减仓 | -$22.45万 |
| Cetera Investment Advisers | 减仓 | -$13.70万 |
| Goldstone Financial Group, LLC | 减仓 | -$10.04万 |
| EverSource Wealth Advisors, LLC | 清仓 | -$9.07万 |
| NewEdge Advisors, LLC | 减仓 | -$7.79万 |
| NFSG Corp | 减仓 | -$7.74万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$5.52万 |
| Janney Montgomery Scott LLC | 减仓 | -$4.34万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$2.46万 |
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 |
|---|---|---|---|---|---|
| Berman McAleer LLC | 2,236,468 | $5,953.48万 | 8.12% | 50,584 | 加仓 |
| Ameritas Advisory Services, LLC | 955,033 | $2,542.30万 | 0.99% | -8,435 | 减仓 |
| ROYAL BANK OF CANADA | 918,498 | $2,445.00万 | 0.00% | 408,731 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 906,748 | $2,413.76万 | 0.30% | -93,867 | 减仓 |
| Cetera Investment Advisers | 438,155 | $1,166.37万 | 0.01% | -5,148 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 435,986 | $1,160.59万 | 0.00% | -14,630 | 减仓 |
| LPL Financial LLC | 409,684 | $1,090.58万 | 0.00% | -33,563 | 减仓 |
| UBS Group AG | 341,560 | $909.23万 | 0.00% | 1,369 | 加仓 |
| Stratos Wealth Partners, LTD. | 279,264 | $743.40万 | 0.08% | -372 | 减仓 |
| Octavia Wealth Advisors, LLC | 244,421 | $650.65万 | 0.62% | -645,802 | 减仓 |
| PARTNERS WEALTH MANAGEMENT, LLC | 212,176 | $564.81万 | 5.82% | -19,494 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 198,543 | $528.52万 | 0.01% | 15,476 | 加仓 |
| OSAIC HOLDINGS, INC. | 184,707 | $491.69万 | 0.01% | -38,479 | 减仓 |
| WealthPlan Investment Management, LLC | 184,469 | $491.06万 | 0.27% | -161,287 | 减仓 |
| WealthPLAN Partners, LLC | 133,619 | $355.69万 | 0.69% | -40,596 | 减仓 |
| Prosperity Financial Group, Inc. | 116,214 | $309.36万 | 1.14% | -5 | 减仓 |
| INTEGRITY ALLIANCE, LLC. | 60,085 | $159.95万 | 0.06% | 0 | 不变 |
| NewEdge Advisors, LLC | 59,593 | $158.63万 | 0.01% | -2,926 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 58,556 | $155.88万 | 0.00% | -731 | 减仓 |
| Empirical Asset Management, LLC | 45,041 | $119.90万 | 0.31% | 366 | 加仓 |
| FIRETHORN WEALTH PARTNERS, LLC | 32,571 | $86.70万 | 0.32% | 3,643 | 加仓 |
| Goldstone Financial Group, LLC | 31,128 | $82.86万 | 0.09% | -3,773 | 减仓 |
| Prime Capital Investment Advisors, LLC | 30,906 | $82.27万 | 0.01% | 14,185 | 加仓 |
| Foundations Investment Advisors, LLC | 27,031 | $71.96万 | 0.01% | -16,668 | 减仓 |
| Avior Wealth Management, LLC | 25,801 | $68.68万 | 0.02% | 0 | 不变 |
| GTS SECURITIES LLC | 22,869 | $60.88万 | 0.02% | 8,177 | 加仓 |
| CITADEL ADVISORS LLC | 17,540 | $46.69万 | 0.00% | 17,540 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 15,245 | $40.58万 | 0.00% | 0 | 不变 |
| Atria Investments, Inc | 12,526 | $33.34万 | 0.00% | -27 | 减仓 |
| CENTAURUS FINANCIAL, INC. | 11,107 | $29.60万 | 0.01% | 0 | 不变 |
| Janney Montgomery Scott LLC | 10,203 | $27.20万 | 0.00% | -1,627 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 8,405 | $22.37万 | 0.00% | -923 | 减仓 |
| Lido Advisors, LLC | 8,218 | $21.88万 | 0.00% | 0 | 不变 |
| NFSG Corp | 7,406 | $19.71万 | 0.03% | -2,906 | 减仓 |
| Steward Partners Investment Advisory, LLC | 3,455 | $9.20万 | 0.00% | -2,074 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 1,500 | $3.99万 | 0.00% | 1,500 | 新建仓 |
| JPMORGAN CHASE & CO | 1,536 | $3.96万 | 0.00% | 345 | 加仓 |
| MORGAN STANLEY | 1,036 | $2.76万 | 0.00% | -1 | 减仓 |
| FIFTH THIRD BANCORP | 1,032 | $2.75万 | 0.00% | 1,032 | 新建仓 |
| Indiana Trust & Investment Management Co | 724 | $1.93万 | 0.01% | 724 | 新建仓 |
| WEBSTER BANK, N. A. | 574 | $1.53万 | 0.00% | 0 | 不变 |
| ASSETMARK, INC | 235 | $6,256 | 0.00% | 0 | 不变 |
| Security National Bank | 68 | $1,810 | 0.00% | 68 | 新建仓 |
| Allworth Financial LP | 48 | $1,278 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
AGOX 董事、高管和大股东的最新买卖申报。专业版可看 🔒