13F 机构持仓

ELCV STRATEGY SHS

EVENTIDE HIGH DI

持有机构数652026Q2
26Q126Q2
机构合计持股(股)6,246,1482026Q2
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
2026Q2656,246,148$2.05亿 1431162$4,767.82万
2026Q1524,789,130$1.39亿 623186-$1,136.81万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

JONES FINANCIAL COMPANIES LLLP加仓$103.13万
LPL Financial LLC加仓$82.15万
Discipline Wealth Solutions, LLC新建仓$80.28万
Tulsa Wealth Advisors, INC新建仓$78.30万
Bare Financial Services, Inc加仓$73.85万
EverSource Wealth Advisors, LLC加仓$70.88万
COMMONWEALTH EQUITY SERVICES, LLC新建仓$63.47万
HARBOUR INVESTMENTS, INC.加仓$43.26万
Cambridge Investment Research Advisors, Inc.加仓$43.18万
Sound Financial Strategies Group, LLC加仓$23.75万
Schwallier Wealth Management LLC新建仓$23.55万
Faithward Advisors, LLC加仓$21.95万
ENVESTNET ASSET MANAGEMENT INC加仓$15.95万
Clarity Asset Management, Inc.新建仓$15.79万
Valmark Advisers, Inc.加仓$14.28万
Strategic Equity Management加仓$13.99万
MONEYWISE, INC.加仓$8.38万
Values First Advisors, Inc.加仓$6.33万
Foundations Investment Advisors, LLC加仓$6.13万
Bedel Financial Consulting, Inc.加仓$5.12万

2026Q1 卖出最多

CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$619.80万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$591.02万
OneAscent Financial Services LLC减仓-$297.60万
OneAscent Wealth Management LLC减仓-$116.57万
CreativeOne Wealth, LLC重新持有-$56.54万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$41.29万
ROYAL BANK OF CANADA减仓-$40.75万
Atria Investments, Inc减仓-$26.71万
GTS SECURITIES LLC减仓-$26.50万
Sanctuary Advisors, LLC清仓-$25.06万
OneAscent Investment Solutions LLC清仓-$21.66万
CX Institutional减仓-$18.89万
LVZ, Inc.减仓-$16.47万
OneAscent Family Office, LLC减仓-$14.64万
CENTAURUS FINANCIAL, INC.清仓-$12.30万
O'Connor Financial Group LLC减仓-$6.00万
49 WEALTH MANAGEMENT, LLC减仓-$3.95万
PAX Financial Group, LLC减仓-$3.72万
SageOak Financial, LLC减仓-$1.19万
Betterment LLC减仓-$1.02万

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
OneAscent Financial Services LLC968,737$2,809.34万1.52%-102,619减仓
Faithward Advisors, LLC545,800$1,582.82万2.17%7,570加仓
Bare Financial Services, Inc440,015$1,276.04万3.37%25,464加仓
CREATIVE FINANCIAL DESIGNS INC /ADV348,832$1,011.61万0.61%-213,723减仓
LPL Financial LLC275,970$800.31万0.00%28,329加仓
CreativeOne Wealth, LLC254,471$737.97万0.17%-19,496重新持有
OneAscent Wealth Management LLC243,321$705.63万2.33%-40,196减仓
O'Connor Financial Group LLC204,591$593.31万2.43%-2,068减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC191,307$556.32万0.01%-203,238减仓
LVZ, Inc.152,754$442.99万0.51%-5,679减仓
PAX Financial Group, LLC137,113$397.63万0.68%-1,282减仓
Cambridge Investment Research Advisors, Inc.91,775$266.10万0.01%14,892加仓
Atria Investments, Inc85,742$248.65万0.03%-9,209减仓
Valmark Advisers, Inc.83,971$243.52万0.03%4,923加仓
Strategic Equity Management74,014$214.64万0.81%4,823加仓
EverSource Wealth Advisors, LLC60,993$176.88万0.05%24,443加仓
MONEYWISE, INC.57,720$167.39万0.73%2,890加仓
JONES FINANCIAL COMPANIES LLLP53,476$154.60万0.00%35,674加仓
Sound Financial Strategies Group, LLC50,909$147.64万1.01%8,190加仓
49 WEALTH MANAGEMENT, LLC40,364$117.06万0.09%-1,362减仓
First Heartland Consultants, Inc.37,826$109.70万0.08%-347减仓
SageOak Financial, LLC31,896$92.50万0.65%-409减仓
Discipline Wealth Solutions, LLC27,683$80.28万0.08%27,683新建仓
Tulsa Wealth Advisors, INC26,999$78.30万0.14%26,999新建仓
OneAscent Family Office, LLC25,912$75.14万0.52%-5,048减仓
IFP Advisors, Inc22,205$64.39万0.01%282加仓
COMMONWEALTH EQUITY SERVICES, LLC21,885$63.47万0.00%21,885新建仓
ENVESTNET ASSET MANAGEMENT INC20,483$59.40万0.00%5,499加仓
Merit Financial Group, LLC18,987$55.06万0.00%448加仓
GTS SECURITIES LLC17,675$51.26万0.02%-9,138减仓
Values First Advisors, Inc.15,256$44.24万0.23%2,182加仓
HARBOUR INVESTMENTS, INC.15,156$43.95万0.01%14,916加仓
Foundations Investment Advisors, LLC13,799$40.02万0.00%2,114加仓
CARLSON FINANCIAL, INC.12,613$36.58万0.22%789加仓
ROYAL BANK OF CANADA12,057$35.00万0.00%-14,039减仓
Equitable Holdings, Inc.12,723$33.77万0.00%383加仓
Betterment LLC11,254$32.60万0.00%-353减仓
Security Financial Services, INC.11,166$32.38万0.05%593加仓
Bedel Financial Consulting, Inc.10,297$29.86万0.03%1,764加仓
HighTower Advisors, LLC10,113$29.33万0.00%0不变
RAYMOND JAMES FINANCIAL INC8,789$25.49万0.00%1,120重新持有
Cornerstone Wealth Management, LLC8,764$25.42万0.01%74加仓
Schwallier Wealth Management LLC8,122$23.55万0.17%8,122新建仓
Plan A Wealth LLC8,109$23.52万0.11%223加仓
Clarity Asset Management, Inc.5,446$15.79万0.08%5,446新建仓
OSAIC HOLDINGS, INC.3,940$11.44万0.00%-170减仓
Blue Trust, Inc.3,088$8.96万0.00%65加仓
CX Institutional2,917$8.50万0.00%-6,481减仓
AdvisorNet Financial, Inc1,085$3.15万0.00%1,085新建仓
Aptus Capital Advisors, LLC698$2.02万0.00%-273减仓

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