13F 机构持仓

CDX SIMPLIFY EXCHANGE TRADED FUN

HIGH YIELD ETF

持有机构数922026Q2
26Q126Q2
机构合计持股(股)13,206,0162026Q2
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
2026Q29213,206,016$2.79亿 19402716-$3,035.78万
2026Q18614,570,874$3.11亿 13402513$2,811.15万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$335.94万
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC加仓$247.63万
Soltis Investment Advisors LLC加仓$213.31万
Insight Wealth Strategies, LLC加仓$176.46万
WCG Wealth Advisors LLC加仓$176.29万
Arkadios Wealth Advisors新建仓$173.47万
Advisor OS, LLC新建仓$168.80万
Janney Montgomery Scott LLC加仓$132.79万
PRINCIPAL SECURITIES, INC.加仓$114.07万
Mosley Wealth Management新建仓$109.12万
Orion Porfolio Solutions, LLC加仓$84.37万
Fifth Third Securities, Inc. 加仓$73.47万
FLAGSHIP HARBOR ADVISORS, LLC加仓$67.37万
NORDEN GROUP LLC新建仓$61.44万
Envestnet Portfolio Solutions, Inc.加仓$54.36万
Synergy Asset Management, LLC新建仓$53.97万
SteelPeak Wealth, LLC新建仓$49.73万
BANK OF AMERICA CORP /DE/新建仓$37.28万
WealthCare Asset Management, LLC加仓$36.60万
Park Edge Advisors, LLC加仓$34.53万

2026Q2 卖出最多

NewEdge Wealth, LLC清仓-$785.76万
Altiora Financial Group, LLC减仓-$688.76万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC清仓-$674.94万
Prime Capital Investment Advisors, LLC减仓-$618.91万
Mid-American Wealth Advisory Group, Inc.清仓-$468.58万
LPL Financial LLC减仓-$461.87万
NewEdge Advisors, LLC减仓-$418.21万
GOLDMAN SACHS GROUP INC清仓-$214.04万
AE Wealth Management LLC减仓-$169.43万
RFG Advisory, LLC清仓-$121.99万
Independent Wealth Advisors LLC减仓-$119.42万
Almanack Investment Partners, LLC.减仓-$113.79万
Summit Financial, LLC清仓-$111.99万
Private Advisor Group, LLC清仓-$107.05万
CITADEL ADVISORS LLC减仓-$100.02万
STEPHENS INC /AR/减仓-$96.30万
Security National Bank减仓-$95.08万
Worth Asset Management, LLC清仓-$56.46万
Ankerstar Wealth, LLC减仓-$52.24万
Cambridge Investment Research Advisors, Inc.清仓-$51.60万

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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,941,740$4,100.95万0.74%117,249加仓
ENVESTNET ASSET MANAGEMENT INC1,655,982$3,497.43万0.01%159,062加仓
AE Wealth Management LLC1,184,163$2,500.96万0.12%-80,224减仓
Park Edge Advisors, LLC772,287$1,631.07万3.43%16,351加仓
Insight Wealth Strategies, LLC764,328$1,601.27万1.56%84,230加仓
Altiora Financial Group, LLC572,852$1,209.86万1.91%-326,118减仓
PRINCIPAL SECURITIES, INC.432,404$913.24万0.11%54,012加仓
DRIVE WEALTH MANAGEMENT, LLC374,924$791.84万1.41%-21,587减仓
Orion Porfolio Solutions, LLC373,393$788.61万0.06%39,946加仓
LPL Financial LLC367,962$777.14万0.00%-218,689减仓
FLAGSHIP HARBOR ADVISORS, LLC318,211$672.06万0.26%31,898加仓
Meridian Wealth Management, LLC314,635$664.51万0.20%6,223加仓
Soltis Investment Advisors LLC273,003$576.58万0.32%101,000加仓
Envestnet Portfolio Solutions, Inc.267,497$564.95万0.03%25,739加仓
WCG Wealth Advisors LLC256,662$542.07万0.13%83,471加仓
OSAIC HOLDINGS, INC.250,086$528.18万0.01%6,973加仓
SlateStone Wealth, LLC232,405$490.80万0.38%-951减仓
ADAPT WEALTH ADVISORS, LLC201,459$425.48万1.39%-12,701减仓
Focus Partners Wealth199,619$421.60万0.00%3,482加仓
Security National Bank173,368$366.15万0.44%-45,020减仓
COMMONWEALTH EQUITY SERVICES, LLC172,024$363.31万0.00%-17,397减仓
Fifth Third Securities, Inc. 165,206$348.92万0.20%34,788加仓
Steward Partners Investment Advisory, LLC138,183$291.84万0.01%-4,758减仓
Janney Montgomery Scott LLC134,820$284.70万0.01%62,881加仓
Kingsview Wealth Management, LLC127,672$269.64万0.03%2,974加仓
Centennial Wealth Advisory LLC99,052$209.20万0.45%907加仓
Pekin Hardy Strauss, Inc.96,820$204.48万0.18%-22,896减仓
Arkadios Wealth Advisors82,136$173.47万0.03%82,136新建仓
Advisor OS, LLC79,922$168.80万0.11%79,922新建仓
SILVER OAK SECURITIES, INCORPORATED62,272$131.52万0.08%-730减仓
CITADEL ADVISORS LLC60,280$127.31万0.00%-47,360减仓
Advisory Services Network, LLC59,261$125.16万0.01%-32减仓
TD Waterhouse Canada Inc.54,500$114.18万0.00%5,900加仓
Retirement Planning Group, LLC53,616$113.24万0.03%12,439加仓
Mosley Wealth Management51,665$109.12万0.35%51,665新建仓
CIBC WORLD MARKET INC.46,450$98.10万0.00%351加仓
CreativeOne Wealth, LLC45,947$97.04万0.02%14,042加仓
Independent Wealth Advisors LLC45,848$96.83万0.88%-56,542减仓
MML INVESTORS SERVICES, LLC44,206$93.36万0.00%1,121加仓
Regatta Research & Money Management43,300$91.45万0.86%——
WealthCare Asset Management, LLC34,128$72.08万0.30%17,327加仓
Belpointe Asset Management LLC33,481$70.71万0.02%1,973加仓
Almanack Investment Partners, LLC.33,098$69.90万0.09%-53,877减仓
Advisor Resource Council32,003$67.11万0.19%2,694加仓
Cooper Financial Group30,024$63.41万0.05%0不变
NORDEN GROUP LLC29,092$61.44万0.05%29,092新建仓
NewEdge Advisors, LLC28,075$59.30万0.00%-198,014减仓
GFS Advisors, LLC17,225$55.64万0.01%5,100加仓
Synergy Asset Management, LLC25,555$53.97万0.05%25,555新建仓
BayBridge Capital Group, LLC25,446$53.74万0.28%15,229加仓

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