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 🔒 | ||||||||
2026Q2 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,280.46万 |
| PARK AVENUE SECURITIES LLC | 新建仓 | $1,512.20万 |
| Cetera Investment Advisers | 加仓 | $677.25万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $531.09万 |
| LPL Financial LLC | 加仓 | $478.93万 |
| B. Riley Wealth Advisors, Inc. | 加仓 | $370.38万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $201.12万 |
| Founders Financial Alliance, LLC | 新建仓 | $172.00万 |
| Spire Wealth Management | 加仓 | $104.56万 |
| CITADEL ADVISORS LLC | 加仓 | $103.11万 |
| Diversify Advisory Services, LLC | 新建仓 | $92.44万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $49.91万 |
| ASSETMARK, INC | 加仓 | $43.45万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $31.03万 |
| Brookstone Capital Management | 新建仓 | $28.60万 |
| TRUIST FINANCIAL CORP | 新建仓 | $22.66万 |
| BROWN ADVISORY INC | 新建仓 | $22.39万 |
| FSA WEALTH PARTNERS, INC. | 加仓 | $20.97万 |
| HARBOR INVESTMENT ADVISORY, LLC | 新建仓 | $17.60万 |
| JPMORGAN CHASE & CO | 加仓 | $15.01万 |
2026Q2 卖出最多
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$800.64万 |
| Kestra Advisory Services, LLC | 清仓 | -$86.20万 |
| Western Wealth Management, LLC | 清仓 | -$43.69万 |
| &PARTNERS | 减仓 | -$38.78万 |
| Farther Finance Advisors, LLC | 减仓 | -$29.95万 |
| JANE STREET GROUP, LLC | 清仓 | -$21.78万 |
| Mariner, LLC | 减仓 | -$16.94万 |
| World Investment Advisors | 减仓 | -$14.35万 |
| Modern Wealth Management, LLC | 减仓 | -$10.75万 |
| Allworth Financial LP | 减仓 | -$10.72万 |
| QRG CAPITAL MANAGEMENT, INC. | 减仓 | -$10.34万 |
| MAI Capital Management | 清仓 | -$8.90万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$8.65万 |
| UBS Group AG | 减仓 | -$8.55万 |
| PNC Financial Services Group, Inc. | 减仓 | -$6.72万 |
| Wellington Grp LLC | 清仓 | -$6.71万 |
| Financial Sense Advisors, Inc. | 减仓 | -$6.48万 |
| MORGAN STANLEY | 减仓 | -$5.13万 |
| Spinnaker Investment Group, LLC | 重新持有 | -$5.02万 |
| PRINCIPAL FINANCIAL GROUP INC | 减仓 | -$4.92万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 26,302,868 | $12.15亿 | 0.29% | 926,506 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 24,743,201 | $11.43亿 | 5.48% | -173,298 | 减仓 |
| LPL Financial LLC | 2,063,015 | $9,531.13万 | 0.02% | 103,665 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 1,483,929 | $6,855.75万 | 0.83% | 114,954 | 加仓 |
| MML INVESTORS SERVICES, LLC | 921,857 | $4,258.98万 | 0.09% | 43,533 | 加仓 |
| B. Riley Wealth Advisors, Inc. | 510,969 | $2,344.33万 | 1.26% | 80,729 | 加仓 |
| Cetera Investment Advisers | 485,560 | $2,243.29万 | 0.02% | 146,590 | 加仓 |
| &PARTNERS | 440,357 | $2,055.07万 | 0.08% | -8,309 | 减仓 |
| OSAIC HOLDINGS, INC. | 404,246 | $1,867.67万 | 0.02% | 1,802 | 加仓 |
| PARK AVENUE SECURITIES LLC | 327,312 | $1,512.20万 | 0.09% | 327,312 | 新建仓 |
| RESOLUTE WEALTH ADVISOR, INC. | 271,164 | $1,086.83万 | 6.19% | 0 | 不变 |
| Spire Wealth Management | 190,401 | $879.65万 | 0.27% | 22,633 | 加仓 |
| Farther Finance Advisors, LLC | 115,006 | $531.33万 | 0.04% | -6,482 | 减仓 |
| WEDBUSH SECURITIES INC | 92,140 | $425.70万 | 0.11% | 917 | 加仓 |
| World Investment Advisors | 89,234 | $380.45万 | 0.06% | -3,365 | 减仓 |
| CITADEL ADVISORS LLC | 42,012 | $194.10万 | 0.00% | 22,318 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 38,034 | $175.70万 | 0.00% | -1,872 | 减仓 |
| Founders Financial Alliance, LLC | 37,229 | $172.00万 | 0.23% | 37,229 | 新建仓 |
| Financial Sense Advisors, Inc. | 36,205 | $167.27万 | 0.33% | -1,403 | 减仓 |
| NewEdge Advisors, LLC | 29,221 | $135.00万 | 0.00% | 0 | 不变 |
| Mariner, LLC | 27,747 | $128.19万 | 0.00% | -3,666 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,935 | $119.82万 | 0.00% | 1,689 | 加仓 |
| Sigma Planning Corp | 22,118 | $102.19万 | 0.03% | 625 | 加仓 |
| MORGAN STANLEY | 22,090 | $102.06万 | 0.00% | -1,110 | 减仓 |
| Diversify Advisory Services, LLC | 20,243 | $92.44万 | 0.02% | 20,243 | 新建仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 20,243 | $92.44万 | 0.02% | 6,796 | 加仓 |
| ASSETMARK, INC | 17,723 | $81.88万 | 0.00% | 9,405 | 加仓 |
| FSA WEALTH PARTNERS, INC. | 17,114 | $79.07万 | 0.20% | 4,539 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,879 | $77.98万 | 0.00% | 10,803 | 加仓 |
| PRINCIPAL FINANCIAL GROUP INC | 15,037 | $69.47万 | 0.00% | -1,064 | 减仓 |
| Capital Asset Managemnet, LLC | 14,064 | $64.98万 | 1.46% | -832 | 减仓 |
| JPMORGAN CHASE & CO | 13,363 | $61.31万 | 0.00% | 3,272 | 加仓 |
| QRG CAPITAL MANAGEMENT, INC. | 12,885 | $59.53万 | 0.00% | -2,238 | 减仓 |
| Merit Financial Group, LLC | 12,658 | $58.48万 | 0.00% | -780 | 减仓 |
| Allworth Financial LP | 11,499 | $53.13万 | 0.00% | -2,321 | 减仓 |
| COURIER CAPITAL LLC | 10,666 | $49.28万 | 0.02% | 0 | 不变 |
| FLAGSTAR SECURITIES, INC | 10,058 | $46.47万 | 0.14% | 0 | 不变 |
| Modern Wealth Management, LLC | 8,938 | $41.29万 | 0.00% | -2,326 | 减仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,073 | $32.68万 | 0.01% | -743 | 减仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,567 | $30.34万 | 0.01% | 352 | 加仓 |
| Brookstone Capital Management | 6,190 | $28.60万 | 0.00% | 6,190 | 新建仓 |
| Pinnacle Bancorp, Inc. | 6,001 | $27.72万 | 0.07% | 1,633 | 加仓 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,252 | $24.26万 | 0.06% | 0 | 不变 |
| MGO ONE SEVEN LLC | 5,045 | $23.31万 | 0.00% | 0 | 不变 |
| TRUIST FINANCIAL CORP | 4,905 | $22.66万 | 0.00% | 4,905 | 新建仓 |
| Spinnaker Investment Group, LLC | 4,865 | $22.48万 | 0.04% | -1,087 | 重新持有 |
| BROWN ADVISORY INC | 4,846 | $22.39万 | 0.00% | 4,846 | 新建仓 |
| Pioneer Family Office, LLC | 4,045 | $18.69万 | 0.10% | 0 | 不变 |
| HARBOR INVESTMENT ADVISORY, LLC | 3,809 | $17.60万 | 0.01% | 3,809 | 新建仓 |
| ROYAL BANK OF CANADA | 3,029 | $14.00万 | 0.00% | 0 | 不变 |
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 🔒