CTA SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
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 | 250 | 41,191,918 | $10.63亿 | 32 | 125 | 64 | 31 | $7,761.79万 |
| 2026Q1 | 240 | 37,514,255 | $11.29亿 | 38 | 106 | 72 | 8 | $2.09亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1.04亿 |
| Concurrent Investment Advisors, LLC | 新建仓 | $4,426.17万 |
| CITIGROUP INC | 加仓 | $3,849.12万 |
| UBS Group AG | 加仓 | $2,435.83万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,331.90万 |
| Beaumont Financial Advisors, LLC | 新建仓 | $1,514.04万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $963.35万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $862.29万 |
| Pasadena Private Wealth, LLC | 加仓 | $718.07万 |
| Deane Retirement Strategies, Inc. | 加仓 | $619.19万 |
| Beacon Capital Management, Inc. | 加仓 | $489.72万 |
| HighTower Advisors, LLC | 加仓 | $468.11万 |
| Brookwood Investment Group LLC | 加仓 | $462.17万 |
| Simplify Asset Management Inc. | 新建仓 | $457.47万 |
| THEORY FINANCIAL LLC | 加仓 | $426.26万 |
| MONEY CONCEPTS CAPITAL CORP | 重新持有 | $420.45万 |
| Waterloo Capital, L.P. | 新建仓 | $389.99万 |
| Almanack Investment Partners, LLC. | 新建仓 | $261.82万 |
| Fiduciary Alliance LLC | 加仓 | $249.36万 |
| Kestra Advisory Services, LLC | 加仓 | $212.95万 |
2026Q1 卖出最多
| CWM, LLC | 减仓 | -$8,318.17万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,235.23万 |
| POM Investment Strategies, LLC | 减仓 | -$692.22万 |
| Clark Capital Management Group, Inc. | 减仓 | -$494.79万 |
| Archford Capital Strategies, LLC | 减仓 | -$466.46万 |
| PEAK FINANCIAL ADVISORS LLC | 减仓 | -$461.82万 |
| MORGAN STANLEY | 减仓 | -$301.32万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$300.89万 |
| Baird Financial Group, Inc. | 减仓 | -$278.02万 |
| Philip James Wealth Mangement, LLC | 减仓 | -$244.95万 |
| Beacon Capital Management, LLC | 减仓 | -$147.39万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$140.22万 |
| CacheTech Inc. | 清仓 | -$118.64万 |
| AE Wealth Management LLC | 减仓 | -$116.73万 |
| ASSETMARK, INC | 减仓 | -$114.32万 |
| Stratos Wealth Partners, LTD. | 清仓 | -$108.55万 |
| Altiora Financial Group, LLC | 减仓 | -$102.94万 |
| Brookstone Capital Management | 清仓 | -$100.68万 |
| Austin Wealth Management, LLC | 减仓 | -$97.16万 |
| R. W. Roge & Company, Inc. | 减仓 | -$96.86万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,467,832 | $1.35亿 | 0.01% | 3,445,308 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,105,728 | $5,980.21万 | 0.12% | -787,059 | 减仓 |
| Boothe Investment Group, Inc. | 1,738,929 | $5,255.04万 | 16.91% | 10,425 | 加仓 |
| Concurrent Investment Advisors, LLC | 1,464,649 | $4,426.17万 | 0.48% | 1,464,649 | 新建仓 |
| CITIGROUP INC | 1,346,200 | $4,068.22万 | 0.02% | 1,273,700 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,274,741 | $3,852.27万 | 0.01% | 771,642 | 加仓 |
| LPL Financial LLC | 1,053,741 | $3,184.41万 | 0.01% | -18,602 | 减仓 |
| Independence Wealth Advisors, LLC | 951,474 | $2,875.35万 | 15.33% | 61,423 | 加仓 |
| AE Wealth Management LLC | 938,908 | $2,837.38万 | 0.15% | -38,626 | 减仓 |
| UBS Group AG | 809,774 | $2,447.14万 | 0.00% | 806,033 | 加仓 |
| IAG Wealth Partners, LLC | 794,860 | $2,402.07万 | 2.68% | -17,108 | 减仓 |
| HighTower Advisors, LLC | 683,575 | $2,065.77万 | 0.02% | 154,900 | 加仓 |
| Altiora Financial Group, LLC | 630,394 | $1,905.05万 | 3.14% | -34,063 | 减仓 |
| ASSETMARK, INC | 526,114 | $1,589.92万 | 0.03% | -37,829 | 减仓 |
| Pasadena Private Wealth, LLC | 523,677 | $1,582.55万 | 2.19% | 237,614 | 加仓 |
| ABBINGTON INVESTMENT GROUP | 512,665 | $1,549.27万 | 9.01% | 50,776 | 加仓 |
| Beaumont Financial Advisors, LLC | 501,007 | $1,514.04万 | 1.04% | 501,007 | 新建仓 |
| &PARTNERS | 488,589 | $1,476.52万 | 0.07% | 15,764 | 加仓 |
| Fielder Capital Group LLC | 468,124 | $1,414.67万 | 3.08% | 50,390 | 加仓 |
| MML INVESTORS SERVICES, LLC | 435,211 | $1,315.21万 | 0.04% | 318,778 | 加仓 |
| PEAK FINANCIAL ADVISORS LLC | 430,361 | $1,300.55万 | 5.76% | -152,820 | 减仓 |
| Orion Porfolio Solutions, LLC | 423,820 | $1,280.79万 | 0.11% | -99,565 | 减仓 |
| New York Life Investment Management LLC | 404,628 | $1,222.79万 | 0.10% | -25,584 | 减仓 |
| Ferguson Shapiro LLC | 402,709 | $1,216.99万 | 3.71% | 17,338 | 加仓 |
| Deane Retirement Strategies, Inc. | 399,338 | $1,207.38万 | 4.86% | 204,796 | 加仓 |
| OmniStar Financial Group, Inc. | 394,427 | $1,191.63万 | 6.18% | 17,398 | 加仓 |
| TRUIST FINANCIAL CORP | 381,957 | $1,154.28万 | 0.02% | 11,145 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 373,265 | $1,128.01万 | 0.00% | 37,830 | 加仓 |
| Compound Planning, Inc. | 371,633 | $1,123.08万 | 0.34% | 432 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 353,131 | $1,067.20万 | 0.03% | 38,432 | 加仓 |
| Beacon Capital Management, Inc. | 349,018 | $1,054.73万 | 0.59% | 162,053 | 加仓 |
| THEORY FINANCIAL LLC | 338,200 | $1,022.04万 | 3.59% | 141,052 | 加仓 |
| Elevated Capital Advisors, LLC | 334,840 | $1,011.89万 | 2.55% | 2,719 | 加仓 |
| COWA, LLC | 301,281 | $910.47万 | 2.46% | 26,267 | 加仓 |
| WELLS FARGO & COMPANY/MN | 286,181 | $864.84万 | 0.00% | 285,337 | 加仓 |
| Aspen Wealth Strategies, LLC | 261,936 | $791.57万 | 4.22% | 5,169 | 加仓 |
| Atria Investments, Inc | 227,320 | $686.96万 | 0.08% | 51,355 | 加仓 |
| Philip James Wealth Mangement, LLC | 215,825 | $652.22万 | 0.75% | -81,056 | 减仓 |
| Kestra Advisory Services, LLC | 208,551 | $630.24万 | 0.02% | 70,465 | 加仓 |
| Longview Financial Advisors, Inc. | 206,383 | $623.69万 | 3.81% | 15,593 | 加仓 |
| Belpointe Asset Management LLC | 202,286 | $611.31万 | 0.22% | 1,486 | 加仓 |
| CSS LLC/IL | 193,879 | $585.90万 | 0.28% | 364 | 加仓 |
| OSAIC HOLDINGS, INC. | 190,670 | $576.22万 | 0.01% | -46,399 | 减仓 |
| MORGAN STANLEY | 188,559 | $569.83万 | 0.00% | -99,708 | 减仓 |
| CWM, LLC | 187,250 | $565.87万 | 0.01% | -2,752,544 | 减仓 |
| MAI Capital Management | 182,837 | $552.53万 | 0.03% | -525 | 减仓 |
| Key Capital Management, INC | 182,327 | $550.99万 | 3.64% | 22,601 | 加仓 |
| Clark Capital Management Group, Inc. | 173,373 | $523.93万 | 0.03% | -163,728 | 减仓 |
| Brookwood Investment Group LLC | 172,807 | $522.22万 | 0.64% | 152,935 | 加仓 |
| STIFEL FINANCIAL CORP | 165,102 | $498.94万 | 0.00% | 35,092 | 加仓 |
内部人交易（Form 4）
CTA 董事、高管和大股东的最新买卖申报。专业版可看 🔒