13F 机构持仓

CTA SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES

持有机构数2502026Q2
26Q126Q2
机构合计持股(股)41,191,9182026Q2
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
2026Q225041,191,918$10.63亿 321256431$7,761.79万
2026Q124037,514,255$11.29亿 38106728$2.09亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$2,418.31万
CITIGROUP INC加仓$2,010.35万
BANK OF AMERICA CORP /DE/加仓$1,824.34万
Allie Family Office LLC加仓$1,725.22万
LPL Financial LLC加仓$1,094.12万
Cambridge Investment Research Advisors, Inc.加仓$1,056.00万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$847.87万
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC新建仓$840.53万
Waterloo Capital, L.P.加仓$669.68万
OSAIC HOLDINGS, INC.加仓$520.17万
Deane Retirement Strategies, Inc.加仓$514.64万
PRIVATE CLIENT SERVICES, LLC新建仓$500.06万
Beacon Capital Management, Inc.加仓$465.67万
Clark Capital Management Group, Inc.加仓$351.52万
Sowell Financial Services LLC新建仓$301.48万
ASSETMARK, INC加仓$245.64万
Ameritas Advisory Services, LLC新建仓$244.31万
Compound Planning, Inc.加仓$237.56万
TRUIST FINANCIAL CORP加仓$191.26万
AE Wealth Management LLC加仓$161.76万

2026Q2 卖出最多

Concurrent Investment Advisors, LLC清仓-$4,426.17万
Beaumont Financial Advisors, LLC清仓-$1,514.04万
MML INVESTORS SERVICES, LLC减仓-$561.62万
Brookwood Investment Group LLC清仓-$522.22万
Simplify Asset Management Inc.清仓-$457.47万
HighTower Advisors, LLC减仓-$376.49万
Western Wealth Management, LLC清仓-$346.15万
Altiora Financial Group, LLC减仓-$329.44万
ENVESTNET ASSET MANAGEMENT INC减仓-$296.42万
Encompass More Asset Management清仓-$291.02万
MONEY CONCEPTS CAPITAL CORP减仓-$274.20万
Almanack Investment Partners, LLC.清仓-$261.82万
Atria Investments, Inc减仓-$256.04万
Collaborative Fund Advisors, LLC清仓-$221.70万
Mariner, LLC清仓-$180.28万
Foundations Investment Advisors, LLC清仓-$179.24万
RFG Advisory, LLC清仓-$166.06万
PMV Capital Advisers, LLC减仓-$160.93万
CITADEL ADVISORS LLC清仓-$132.78万
Apollon Wealth Management, LLC减仓-$122.39万

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
BANK OF AMERICA CORP /DE/5,171,126$1.34亿0.01%703,294加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,099,211$7,544.03万0.13%993,483加仓
CITIGROUP INC2,121,200$5,502.39万0.02%775,000加仓
Boothe Investment Group, Inc.1,741,958$4,518.64万14.24%3,029加仓
LPL Financial LLC1,475,530$3,827.52万0.01%421,789加仓
ENVESTNET ASSET MANAGEMENT INC1,160,469$3,010.26万0.01%-114,272减仓
AE Wealth Management LLC1,001,267$2,597.29万0.12%62,359加仓
Independence Wealth Advisors, LLC973,762$2,526.20万12.67%22,288加仓
IAG Wealth Partners, LLC821,040$2,129.78万2.11%26,180加仓
UBS Group AG804,759$2,087.54万0.00%-5,015减仓
Cambridge Investment Research Advisors, Inc.760,234$1,972.00万0.02%407,103加仓
Allie Family Office LLC671,800$1,742.65万3.13%665,082加仓
ASSETMARK, INC620,809$1,610.38万0.03%94,695加仓
Deane Retirement Strategies, Inc.597,723$1,550.58万6.56%198,385加仓
HighTower Advisors, LLC538,438$1,396.71万0.01%-145,137减仓
ABBINGTON INVESTMENT GROUP537,313$1,393.79万8.87%24,648加仓
Beacon Capital Management, Inc.528,537$1,371.03万0.83%179,519加仓
Pasadena Private Wealth, LLC512,694$1,329.93万1.69%-10,983减仓
Altiora Financial Group, LLC503,393$1,305.80万2.06%-127,001减仓
Fielder Capital Group LLC486,636$1,262.33万2.73%18,512加仓
Compound Planning, Inc.463,212$1,201.57万0.31%91,579加仓
TRUIST FINANCIAL CORP455,688$1,182.06万0.01%73,731加仓
&PARTNERS447,318$1,146.78万0.05%-41,271减仓
New York Life Investment Management LLC434,277$1,126.51万0.08%29,649加仓
PEAK FINANCIAL ADVISORS LLC427,579$1,109.14万4.59%-2,782减仓
OmniStar Financial Group, Inc.424,076$1,100.05万5.07%29,649加仓
Orion Porfolio Solutions, LLC418,318$1,085.12万0.08%-5,502减仓
RAYMOND JAMES FINANCIAL INC410,108$1,063.82万0.00%36,843加仓
OSAIC HOLDINGS, INC.391,186$1,014.79万0.01%200,516加仓
Waterloo Capital, L.P.387,215$1,004.44万0.56%258,164加仓
Ferguson Shapiro LLC372,915$967.34万2.83%-29,794减仓
THEORY FINANCIAL LLC361,176$936.89万2.95%22,976加仓
Elevated Capital Advisors, LLC360,978$936.38万2.58%26,138加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO340,142$882.33万0.00%326,859加仓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC324,827$840.53万0.03%324,827新建仓
COWA, LLC323,481$839.11万2.10%22,200加仓
Clark Capital Management Group, Inc.308,885$801.25万0.04%135,512加仓
WELLS FARGO & COMPANY/MN279,828$725.87万0.00%-6,353减仓
Aspen Wealth Strategies, LLC266,834$692.17万3.35%4,898加仓
Longview Financial Advisors, Inc.236,837$614.35万3.59%30,454加仓
MORGAN STANLEY223,166$578.89万0.00%34,607加仓
MML INVESTORS SERVICES, LLC218,703$567.32万0.01%-216,508减仓
Philip James Wealth Mangement, LLC198,784$515.65万0.58%-17,041减仓
Belpointe Asset Management LLC195,637$507.48万0.17%-6,649减仓
Key Capital Management, INC195,557$507.27万2.61%13,230加仓
CSS LLC/IL193,879$502.92万0.20%0不变
PRIVATE CLIENT SERVICES, LLC192,774$500.06万1.31%192,774新建仓
Kestra Advisory Services, LLC189,891$492.58万0.02%-18,660减仓
NorthCrest Asset Manangement, LLC183,712$476.73万0.12%23,402加仓
MAI Capital Management183,640$476.36万0.02%803加仓

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