ELCV STRATEGY SHS
EVENTIDE HIGH DI
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 | 65 | 6,246,148 | $2.05亿 | 14 | 31 | 16 | 2 | $4,767.82万 |
| 2026Q1 | 52 | 4,789,130 | $1.39亿 | 6 | 23 | 18 | 6 | -$1,136.81万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $2,842.20万 |
| LPL Financial LLC | 加仓 | $557.55万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $382.75万 |
| STIFEL FINANCIAL CORP | 新建仓 | $335.43万 |
| SUMMIT WEALTH GROUP LLC / CO | 新建仓 | $265.68万 |
| OneAscent Financial Services LLC | 加仓 | $255.40万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $219.88万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $219.16万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $166.78万 |
| OneAscent Wealth Management LLC | 加仓 | $101.93万 |
| McAdam, LLC | 新建仓 | $53.92万 |
| Values First Advisors, Inc. | 加仓 | $43.95万 |
| Bare Financial Services, Inc | 加仓 | $42.37万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $42.01万 |
| NATIXIS ADVISORS, LLC | 新建仓 | $41.60万 |
| First Heartland Consultants, Inc. | 加仓 | $33.82万 |
| Strategic Equity Management | 加仓 | $27.50万 |
| Cyndeo Wealth Partners, LLC | 新建仓 | $22.77万 |
| Farther Finance Advisors, LLC | 新建仓 | $20.58万 |
| Whitaker-Myers Wealth Managers, LTD. | 新建仓 | $20.49万 |
2026Q2 卖出最多
| CreativeOne Wealth, LLC | 减仓 | -$815.93万 |
| 49 WEALTH MANAGEMENT, LLC | 清仓 | -$117.06万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$47.76万 |
| O'Connor Financial Group LLC | 减仓 | -$46.18万 |
| GTS SECURITIES LLC | 减仓 | -$20.68万 |
| Discipline Wealth Solutions, LLC | 减仓 | -$15.55万 |
| ROYAL BANK OF CANADA | 减仓 | -$13.79万 |
| Atria Investments, Inc | 减仓 | -$13.33万 |
| SageOak Financial, LLC | 减仓 | -$5.81万 |
| Faithward Advisors, LLC | 减仓 | -$4.67万 |
| Plan A Wealth LLC | 减仓 | -$1.73万 |
| LVZ, Inc. | 减仓 | -$9,532 |
| Bedel Financial Consulting, Inc. | 减仓 | -$9,302 |
| Equitable Holdings, Inc. | 减仓 | -$7,856 |
| AdvisorNet Financial, Inc | 减仓 | -$3,287 |
| Blue Trust, Inc. | 减仓 | -$2,137 |
| IFP Advisors, Inc | 减仓 | -$1,150 |
| GeoWealth Management, LLC | 清仓 | -$29 |
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 |
|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,213,511 | $3,988.81万 | 1.90% | 864,679 | 加仓 |
| OneAscent Financial Services LLC | 1,046,436 | $3,439.64万 | 1.64% | 77,699 | 加仓 |
| Faithward Advisors, LLC | 544,378 | $1,789.37万 | 2.18% | -1,422 | 减仓 |
| Bare Financial Services, Inc | 452,904 | $1,488.70万 | 3.42% | 12,889 | 加仓 |
| LPL Financial LLC | 445,594 | $1,464.67万 | 0.00% | 169,624 | 加仓 |
| OneAscent Wealth Management LLC | 274,331 | $901.73万 | 2.69% | 31,010 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 259,422 | $837.41万 | 0.01% | 68,115 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 208,222 | $684.40万 | 0.01% | 116,447 | 加仓 |
| O'Connor Financial Group LLC | 190,542 | $626.31万 | 2.22% | -14,049 | 减仓 |
| LVZ, Inc. | 152,464 | $501.15万 | 0.51% | -290 | 减仓 |
| PAX Financial Group, LLC | 137,699 | $452.62万 | 0.67% | 586 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 120,518 | $393.97万 | 0.00% | 67,042 | 加仓 |
| STIFEL FINANCIAL CORP | 102,047 | $335.43万 | 0.00% | 102,047 | 新建仓 |
| Valmark Advisers, Inc. | 86,729 | $285.08万 | 0.03% | 2,758 | 加仓 |
| Strategic Equity Management | 82,380 | $270.78万 | 0.91% | 8,366 | 加仓 |
| Atria Investments, Inc | 81,688 | $268.51万 | 0.03% | -4,054 | 减仓 |
| SUMMIT WEALTH GROUP LLC / CO | 80,829 | $265.68万 | 0.22% | 80,829 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 72,623 | $238.71万 | 0.00% | 50,738 | 加仓 |
| MONEYWISE, INC. | 62,607 | $205.79万 | 0.77% | 4,887 | 加仓 |
| Sound Financial Strategies Group, LLC | 51,323 | $168.70万 | 1.07% | 414 | 加仓 |
| First Heartland Consultants, Inc. | 48,116 | $158.16万 | 0.10% | 10,290 | 加仓 |
| EverSource Wealth Advisors, LLC | 46,463 | $152.72万 | 0.05% | -14,530 | 减仓 |
| SageOak Financial, LLC | 30,128 | $99.03万 | 0.64% | -1,768 | 减仓 |
| Tulsa Wealth Advisors, INC | 29,913 | $98.32万 | 0.14% | 2,914 | 加仓 |
| Values First Advisors, Inc. | 28,627 | $94.10万 | 0.43% | 13,371 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 26,713 | $87.81万 | 0.00% | 6,230 | 加仓 |
| OneAscent Family Office, LLC | 26,166 | $86.01万 | 0.43% | 254 | 加仓 |
| Merit Financial Group, LLC | 23,067 | $75.82万 | 0.00% | 4,080 | 加仓 |
| Discipline Wealth Solutions, LLC | 22,952 | $75.44万 | 0.07% | -4,731 | 减仓 |
| IFP Advisors, Inc | 22,170 | $72.87万 | 0.01% | -35 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 21,569 | $70.90万 | 0.00% | 12,780 | 加仓 |
| Foundations Investment Advisors, LLC | 17,138 | $56.33万 | 0.01% | 3,339 | 加仓 |
| McAdam, LLC | 16,403 | $53.92万 | 0.02% | 16,403 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 15,323 | $50.37万 | 0.01% | 167 | 加仓 |
| CARLSON FINANCIAL, INC. | 14,948 | $49.14万 | 0.25% | 2,335 | 加仓 |
| Kestra Advisory Services, LLC | 12,874 | $42.32万 | 0.00% | 3,226 | 重新持有 |
| NATIXIS ADVISORS, LLC | 12,670 | $41.60万 | 0.00% | 12,670 | 新建仓 |
| Cornerstone Wealth Management, LLC | 12,613 | $41.46万 | 0.02% | 3,849 | 加仓 |
| Equitable Holdings, Inc. | 12,484 | $41.03万 | 0.00% | -239 | 减仓 |
| Betterment LLC | 12,085 | $39.70万 | 0.00% | 831 | 加仓 |
| Security Financial Services, INC. | 11,622 | $38.20万 | 0.05% | 456 | 加仓 |
| GTS SECURITIES LLC | 11,383 | $37.42万 | 0.01% | -6,292 | 减仓 |
| Clarity Asset Management, Inc. | 10,402 | $34.19万 | 0.17% | 4,956 | 加仓 |
| HighTower Advisors, LLC | 10,205 | $33.54万 | 0.00% | 92 | 加仓 |
| Bedel Financial Consulting, Inc. | 10,014 | $32.92万 | 0.03% | -283 | 减仓 |
| OSAIC HOLDINGS, INC. | 9,402 | $30.95万 | 0.00% | 5,462 | 加仓 |
| Schwallier Wealth Management LLC | 8,212 | $26.99万 | 0.17% | 90 | 加仓 |
| ROYAL BANK OF CANADA | 7,868 | $25.90万 | 0.00% | -4,189 | 减仓 |
| Plan A Wealth LLC | 7,583 | $24.93万 | 0.11% | -526 | 减仓 |
| Cyndeo Wealth Partners, LLC | 6,927 | $22.77万 | 0.01% | 6,927 | 新建仓 |
内部人交易（Form 4）
ELCV 董事、高管和大股东的最新买卖申报。专业版可看 🔒