13F 机构持仓

AGOX STARBOARD INVT TR

ADAPTIVE ALPHA

持有机构数492026Q2
26Q126Q2
机构合计持股(股)9,060,2912026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2499,060,291$3.14亿 712168-$376.48万
2026Q1448,689,984$2.31亿 59223-$1,587.68万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Ameritas Advisory Services, LLC加仓$1,877.64万
LPL Financial LLC加仓$246.44万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$203.58万
ROYAL BANK OF CANADA加仓$125.48万
OSAIC HOLDINGS, INC.加仓$119.88万
Octavia Wealth Advisors, LLC加仓$93.62万
JPMORGAN CHASE & CO加仓$68.22万
FIRETHORN WEALTH PARTNERS, LLC加仓$66.54万
PARTNERS WEALTH MANAGEMENT, LLC加仓$31.31万
TWO SIGMA SECURITIES, LLC新建仓$28.64万
Integrated Wealth Concepts LLC新建仓$22.52万
Ausdal Financial Partners, Inc.新建仓$21.17万
Heritage Wealth Advisors新建仓$11.15万
Kestra Advisory Services, LLC重新持有$5.88万
THOROUGHBRED FINANCIAL SERVICES, LLC重新持有$3.34万
BlackRock, Inc.新建仓$2.80万
INTEGRITY ALLIANCE, LLC.加仓$2.25万
Empirical Asset Management, LLC加仓$1.31万
Steward Partners Investment Advisory, LLC加仓$4,402
WELLS FARGO & COMPANY/MN新建仓$3,951

2026Q2 卖出最多

Encompass More Asset Management重新持有-$1,278.82万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$720.71万
Prosperity Financial Group, Inc.清仓-$309.36万
WealthPLAN Partners, LLC减仓-$170.57万
WealthPlan Investment Management, LLC减仓-$143.46万
UBS Group AG减仓-$140.25万
ENVESTNET ASSET MANAGEMENT INC减仓-$121.19万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$84.51万
Foundations Investment Advisors, LLC清仓-$71.96万
GTS SECURITIES LLC清仓-$60.88万
CITADEL ADVISORS LLC清仓-$46.69万
Cetera Investment Advisers减仓-$36.47万
Berman McAleer LLC减仓-$34.27万
Prime Capital Investment Advisors, LLC减仓-$27.98万
Lido Advisors, LLC清仓-$21.88万
OLD MISSION CAPITAL LLC重新持有-$17.36万
Goldstone Financial Group, LLC减仓-$5.67万
HARBOUR INVESTMENTS, INC.清仓-$3.99万
PRINCIPAL SECURITIES, INC.减仓-$2.96万
CENTAURUS FINANCIAL, INC.减仓-$2.08万

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
Berman McAleer LLC2,226,581$7,717.33万8.94%-9,887减仓
Ameritas Advisory Services, LLC1,496,765$5,187.79万1.05%541,732加仓
ROYAL BANK OF CANADA954,702$3,309.00万0.00%36,204加仓
KESTRA PRIVATE WEALTH SERVICES, LLC698,812$2,422.08万0.27%-207,936减仓
LPL Financial LLC480,786$1,666.41万0.00%71,102加仓
Cetera Investment Advisers427,633$1,482.18万0.01%-10,522减仓
ENVESTNET ASSET MANAGEMENT INC401,022$1,389.94万0.00%-34,964减仓
UBS Group AG301,095$1,043.60万0.00%-40,465减仓
Stratos Wealth Partners, LTD.278,915$966.72万0.10%-349减仓
Octavia Wealth Advisors, LLC271,431$940.78万0.81%27,010加仓
PARTNERS WEALTH MANAGEMENT, LLC221,209$766.71万7.52%9,033加仓
OSAIC HOLDINGS, INC.219,294$760.08万0.01%34,587加仓
COMMONWEALTH EQUITY SERVICES, LLC174,161$603.64万0.01%-24,382减仓
WealthPlan Investment Management, LLC143,079$495.91万0.25%-41,390减仓
Global Retirement Partners, LLC112,278$389.15万0.06%——
WealthPLAN Partners, LLC84,406$292.55万0.56%-49,213减仓
INTEGRITY ALLIANCE, LLC.60,735$210.51万0.07%650加仓
NewEdge Advisors, LLC59,081$204.77万0.01%-512减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP58,735$203.58万0.00%58,735新建仓
RAYMOND JAMES FINANCIAL INC58,256$201.92万0.00%-300减仓
FIRETHORN WEALTH PARTNERS, LLC51,768$179.43万0.58%19,197加仓
Empirical Asset Management, LLC45,419$157.42万0.35%378加仓
Goldstone Financial Group, LLC29,492$102.22万0.09%-1,636减仓
Avior Wealth Management, LLC25,801$89.43万0.02%0不变
Prime Capital Investment Advisors, LLC22,832$79.13万0.01%-8,074减仓
JPMORGAN CHASE & CO21,212$73.54万0.00%19,676加仓
CAPTRUST FINANCIAL ADVISORS15,245$52.84万0.00%0不变
Atria Investments, Inc12,345$42.79万0.00%-181减仓
CENTAURUS FINANCIAL, INC.10,507$36.40万0.01%-600减仓
Kestra Advisory Services, LLC10,265$35.58万0.00%1,697重新持有
Janney Montgomery Scott LLC10,203$35.40万0.00%0不变
OLD MISSION CAPITAL LLC8,911$30.89万0.00%-5,010重新持有
TWO SIGMA SECURITIES, LLC8,264$28.64万0.02%8,264新建仓
THOROUGHBRED FINANCIAL SERVICES, LLC8,157$28.20万0.01%966重新持有
PRINCIPAL SECURITIES, INC.7,551$26.17万0.00%-854减仓
NFSG Corp7,406$25.67万0.03%0不变
Summit Financial, LLC7,188$24.91万0.00%0重新持有
Integrated Wealth Concepts LLC6,495$22.52万0.00%6,495新建仓
Ausdal Financial Partners, Inc.6,107$21.17万0.01%6,107新建仓
Encompass More Asset Management5,982$20.74万0.03%-368,927重新持有
Steward Partners Investment Advisory, LLC3,582$12.42万0.00%127加仓
Heritage Wealth Advisors3,216$11.15万0.00%3,216新建仓
MORGAN STANLEY1,063$3.69万0.00%27加仓
FIFTH THIRD BANCORP1,032$3.58万0.00%0不变
BlackRock, Inc.807$2.80万0.00%807新建仓
ASSETMARK, INC235$8,1450.00%0不变
WELLS FARGO & COMPANY/MN114$3,9510.00%114新建仓
Security National Bank68$2,3570.00%0不变
Allworth Financial LP48$1,6640.00%0不变

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