APUE TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE US
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 | 61 | 58,994,702 | $27.24亿 | 12 | 19 | 19 | 6 | $7,671.78万 |
| 2026Q1 | 54 | 57,333,024 | $22.97亿 | 5 | 23 | 16 | 4 | $4,087.06万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1.13亿 |
| Farther Finance Advisors, LLC | 新建仓 | $490.33万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $358.67万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $268.89万 |
| &PARTNERS | 加仓 | $192.80万 |
| Cetera Investment Advisers | 加仓 | $182.52万 |
| MORGAN STANLEY | 加仓 | $45.66万 |
| Western Wealth Management, LLC | 新建仓 | $43.69万 |
| WEDBUSH SECURITIES INC | 加仓 | $40.15万 |
| Kestra Advisory Services, LLC | 加仓 | $32.93万 |
| ASSETMARK, INC | 加仓 | $29.18万 |
| JPMORGAN CHASE & CO | 加仓 | $27.81万 |
| JANE STREET GROUP, LLC | 新建仓 | $21.78万 |
| QRG CAPITAL MANAGEMENT, INC. | 加仓 | $21.75万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $17.20万 |
| PNC Financial Services Group, Inc. | 加仓 | $15.01万 |
| MAI Capital Management | 新建仓 | $8.90万 |
| UBS Group AG | 加仓 | $8.81万 |
| FSA WEALTH PARTNERS, INC. | 加仓 | $8.22万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $6.60万 |
2026Q1 卖出最多
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$7,517.61万 |
| LPL Financial LLC | 减仓 | -$854.00万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$137.30万 |
| Mariner, LLC | 减仓 | -$113.23万 |
| B. Riley Wealth Advisors, Inc. | 减仓 | -$73.27万 |
| CITADEL ADVISORS LLC | 减仓 | -$63.56万 |
| Spire Wealth Management | 减仓 | -$52.66万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$51.29万 |
| Modern Wealth Management, LLC | 减仓 | -$34.29万 |
| HRT FINANCIAL LP | 清仓 | -$27.30万 |
| Pathstone Holdings, LLC | 清仓 | -$20.27万 |
| Guidance Point Advisors, LLC | 清仓 | -$20.05万 |
| FLAGSTAR SECURITIES, INC | 减仓 | -$9.71万 |
| Merit Financial Group, LLC | 减仓 | -$9.14万 |
| Smartleaf Asset Management LLC | 清仓 | -$8.99万 |
| ROYAL BANK OF CANADA | 减仓 | -$8.43万 |
| World Investment Advisors | 减仓 | -$3.84万 |
| Allworth Financial LP | 减仓 | -$2.57万 |
| Investors Research Corp | 减仓 | -$1.15万 |
| Financial Sense Advisors, Inc. | 减仓 | -$1,242 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 25,376,362 | $10.17亿 | 0.27% | 2,809,729 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 24,916,499 | $9.99亿 | 5.53% | -1,875,651 | 减仓 |
| LPL Financial LLC | 1,959,350 | $7,853.07万 | 0.02% | -213,074 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 1,368,975 | $5,486.85万 | 0.80% | 67,089 | 加仓 |
| MML INVESTORS SERVICES, LLC | 878,324 | $3,520.32万 | 0.10% | 89,488 | 加仓 |
| &PARTNERS | 448,666 | $1,798.26万 | 0.09% | 48,103 | 加仓 |
| B. Riley Wealth Advisors, Inc. | 430,240 | $1,673.63万 | 1.06% | -18,836 | 减仓 |
| OSAIC HOLDINGS, INC. | 402,444 | $1,613.03万 | 0.02% | -34,256 | 减仓 |
| Cetera Investment Advisers | 338,970 | $1,358.59万 | 0.01% | 45,539 | 加仓 |
| RESOLUTE WEALTH ADVISOR, INC. | 271,164 | $1,086.83万 | 6.19% | — | — |
| Spire Wealth Management | 167,768 | $672.41万 | 0.23% | -13,139 | 减仓 |
| Farther Finance Advisors, LLC | 121,488 | $490.33万 | 0.05% | 121,488 | 新建仓 |
| World Investment Advisors | 92,599 | $371.14万 | 0.06% | -958 | 减仓 |
| WEDBUSH SECURITIES INC | 91,223 | $365.60万 | 0.11% | 10,019 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 39,906 | $159.90万 | 0.00% | 50 | 加仓 |
| Financial Sense Advisors, Inc. | 37,608 | $150.73万 | 0.31% | -31 | 减仓 |
| Mariner, LLC | 31,413 | $125.90万 | 0.00% | -28,250 | 减仓 |
| NewEdge Advisors, LLC | 29,221 | $117.12万 | 0.00% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,246 | $97.18万 | 0.00% | 1,646 | 加仓 |
| MORGAN STANLEY | 23,200 | $92.99万 | 0.00% | 11,393 | 加仓 |
| Kestra Advisory Services, LLC | 21,507 | $86.20万 | 0.00% | 8,217 | 加仓 |
| Sigma Planning Corp | 21,493 | $86.15万 | 0.02% | 502 | 加仓 |
| CITADEL ADVISORS LLC | 19,694 | $78.93万 | 0.00% | -15,859 | 减仓 |
| PRINCIPAL FINANCIAL GROUP INC | 16,101 | $64.53万 | 0.00% | 837 | 加仓 |
| QRG CAPITAL MANAGEMENT, INC. | 15,123 | $60.61万 | 0.01% | 5,427 | 加仓 |
| Capital Asset Managemnet, LLC | 14,896 | $59.71万 | 0.67% | 0 | 不变 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13,447 | $58.74万 | 0.01% | 3,937 | 加仓 |
| Allworth Financial LP | 13,820 | $55.39万 | 0.00% | -640 | 减仓 |
| Merit Financial Group, LLC | 13,438 | $53.86万 | 0.00% | -2,281 | 减仓 |
| FSA WEALTH PARTNERS, INC. | 12,575 | $50.40万 | 0.24% | 2,052 | 加仓 |
| Modern Wealth Management, LLC | 11,264 | $45.46万 | 0.01% | -8,495 | 减仓 |
| Western Wealth Management, LLC | 10,901 | $43.69万 | 0.02% | 10,901 | 新建仓 |
| COURIER CAPITAL LLC | 10,666 | $42.75万 | 0.02% | 0 | 不变 |
| FLAGSTAR SECURITIES, INC | 10,058 | $40.31万 | 0.15% | -2,423 | 减仓 |
| JPMORGAN CHASE & CO | 10,091 | $39.25万 | 0.00% | 7,149 | 加仓 |
| ASSETMARK, INC | 8,318 | $33.34万 | 0.00% | 7,280 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,816 | $31.33万 | 0.01% | 21 | 加仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,215 | $24.91万 | 0.01% | 98 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,076 | $24.35万 | 0.00% | -12,798 | 减仓 |
| JANE STREET GROUP, LLC | 5,434 | $21.78万 | 0.00% | 5,434 | 新建仓 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,252 | $21.05万 | 0.07% | 0 | 不变 |
| MGO ONE SEVEN LLC | 5,045 | $20.22万 | 0.00% | 0 | 不变 |
| Pinnacle Bancorp, Inc. | 4,368 | $17.51万 | 0.05% | 0 | 不变 |
| Pioneer Family Office, LLC | 4,045 | $16.21万 | 0.10% | 0 | 不变 |
| PNC Financial Services Group, Inc. | 3,824 | $15.33万 | 0.00% | 3,745 | 加仓 |
| ROYAL BANK OF CANADA | 3,029 | $12.10万 | 0.00% | -2,110 | 减仓 |
| UBS Group AG | 2,283 | $9.15万 | 0.00% | 2,199 | 加仓 |
| MAI Capital Management | 2,221 | $8.90万 | 0.00% | 2,221 | 新建仓 |
| Wellington Grp LLC | 1,675 | $6.71万 | 0.02% | 978 | 加仓 |
| Signature Resources Capital Management, LLC | 947 | $3.80万 | 0.02% | 747 | 加仓 |
内部人交易（Form 4）
APUE 董事、高管和大股东的最新买卖申报。专业版可看 🔒