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 🔒

2026Q1 买入最多

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC新建仓$3,893.46万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC加仓$464.51万
PRINCIPAL SECURITIES, INC.加仓$324.28万
ENVESTNET ASSET MANAGEMENT INC加仓$271.80万
Almanack Investment Partners, LLC.加仓$144.69万
GOLDMAN SACHS GROUP INC重新持有$131.56万
Janney Montgomery Scott LLC加仓$130.84万
AE Wealth Management LLC加仓$101.32万
SlateStone Wealth, LLC加仓$82.81万
FLAGSHIP HARBOR ADVISORS, LLC加仓$73.14万
Insight Wealth Strategies, LLC加仓$70.14万
NewEdge Wealth, LLC加仓$65.66万
DRIVE WEALTH MANAGEMENT, LLC加仓$51.77万
MATHER GROUP, LLC.新建仓$46.05万
PARK AVENUE SECURITIES LLC新建仓$45.10万
Belpointe Asset Management LLC加仓$43.86万
Envestnet Portfolio Solutions, Inc.加仓$43.03万
Fortis Capital Advisors, LLC新建仓$42.91万
Security National Bank加仓$41.13万
WCG Wealth Advisors LLC加仓$40.63万

2026Q1 卖出最多

Kensington Asset Management, LLC清仓-$487.41万
JANE STREET GROUP, LLC清仓-$454.55万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$420.90万
Altiora Financial Group, LLC减仓-$374.37万
LPL Financial LLC减仓-$295.63万
RiverTree Advisors, LLC清仓-$288.48万
Ankerstar Wealth, LLC减仓-$186.85万
Summit Financial, LLC减仓-$183.53万
Steward Partners Investment Advisory, LLC减仓-$178.43万
Whalen Wealth Management Inc.清仓-$124.61万
KESTRA PRIVATE WEALTH SERVICES, LLC清仓-$84.98万
OSAIC HOLDINGS, INC.减仓-$76.62万
Cetera Investment Advisers减仓-$61.93万
GKV Capital Management Co., Inc.清仓-$61.70万
OLD MISSION CAPITAL LLC清仓-$57.11万
Worth Asset Management, LLC减仓-$42.40万
Pekin Hardy Strauss, Inc.减仓-$41.66万
Private Advisor Group, LLC减仓-$39.68万
CITADEL ADVISORS LLC减仓-$34.71万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$33.37万

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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,824,491$3,893.46万0.79%1,824,491新建仓
ENVESTNET ASSET MANAGEMENT INC1,496,920$3,194.43万0.01%127,368加仓
AE Wealth Management LLC1,264,387$2,698.20万0.15%47,478加仓
Altiora Financial Group, LLC898,970$1,918.40万3.16%-175,432减仓
Park Edge Advisors, LLC755,936$1,613.17万3.72%2,849加仓
Insight Wealth Strategies, LLC680,098$1,451.33万1.62%32,866加仓
LPL Financial LLC586,651$1,251.91万0.00%-138,531减仓
DRIVE WEALTH MANAGEMENT, LLC396,511$846.15万1.79%24,259加仓
PRINCIPAL SECURITIES, INC.378,392$807.49万0.12%151,959加仓
NewEdge Wealth, LLC368,211$785.76万0.09%30,768加仓
Orion Porfolio Solutions, LLC333,447$711.58万0.06%14,927加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC316,279$674.94万1.14%217,670加仓
Meridian Wealth Management, LLC308,412$658.15万0.23%-10,794减仓
Prime Capital Investment Advisors, LLC305,439$651.81万0.08%16,107加仓
FLAGSHIP HARBOR ADVISORS, LLC286,313$610.99万0.27%34,274加仓
OSAIC HOLDINGS, INC.243,113$518.81万0.01%-35,902减仓
Envestnet Portfolio Solutions, Inc.241,758$515.91万0.03%20,165加仓
SlateStone Wealth, LLC233,356$498.00万0.41%38,803加仓
NewEdge Advisors, LLC226,089$482.47万0.02%-2,052减仓
Mid-American Wealth Advisory Group, Inc.210,408$468.58万1.98%0不变
Security National Bank218,388$466.04万0.68%19,276加仓
ADAPT WEALTH ADVISORS, LLC214,160$457.02万1.66%-14,189减仓
Focus Partners Wealth196,137$418.56万0.00%8,729加仓
COMMONWEALTH EQUITY SERVICES, LLC189,421$404.22万0.01%-197,235减仓
WCG Wealth Advisors LLC173,191$369.59万0.10%19,039加仓
Soltis Investment Advisors LLC172,003$367.05万0.23%17,440加仓
Steward Partners Investment Advisory, LLC142,941$305.04万0.02%-83,613减仓
Fifth Third Securities, Inc. 130,418$278.31万0.18%14,893加仓
Kingsview Wealth Management, LLC124,698$266.11万0.04%17,656加仓
Pekin Hardy Strauss, Inc.119,716$255.47万0.27%-19,521减仓
CITADEL ADVISORS LLC107,640$229.70万0.00%-16,263减仓
Independent Wealth Advisors LLC102,390$218.50万2.15%-3,458减仓
GOLDMAN SACHS GROUP INC100,300$214.04万0.00%61,651重新持有
Centennial Wealth Advisory LLC98,145$209.45万0.51%7,707加仓
Almanack Investment Partners, LLC.86,975$185.60万0.31%67,801加仓
Janney Montgomery Scott LLC71,939$153.50万0.00%61,317加仓
SILVER OAK SECURITIES, INCORPORATED63,002$134.45万0.10%5,740加仓
STEPHENS INC /AR/60,584$129.29万0.02%-3,374减仓
Advisory Services Network, LLC59,293$126.53万0.02%4,319加仓
RFG Advisory, LLC57,167$121.99万0.02%-12,043减仓
Summit Financial, LLC52,480$111.99万0.01%-86,002减仓
Private Advisor Group, LLC50,164$107.05万0.01%-18,595减仓
TD Waterhouse Canada Inc.48,600$103.86万0.00%18,200加仓
CIBC WORLD MARKET INC.46,099$98.38万0.00%-10,275减仓
MML INVESTORS SERVICES, LLC43,085$91.94万0.00%-394减仓
Retirement Planning Group, LLC41,177$87.87万0.03%55加仓
CreativeOne Wealth, LLC31,905$68.09万0.02%4,395加仓
Belpointe Asset Management LLC31,508$67.24万0.02%20,554加仓
Cooper Financial Group30,024$64.07万0.06%0不变
Advisor Resource Council29,309$62.55万0.20%1,783加仓

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