ELM SERIES PORTFOLIOS TR
ELM MARKET NAVIG
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 | 15 | 6,748,052 | $1.98亿 | 3 | 5 | 2 | 1 | $684.25万 |
| 2026Q1 | 13 | 6,514,538 | $1.74亿 | 6 | 4 | 1 | 2 | $4,342.40万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Elm Partners Management LLC | 加仓 | $475.60万 |
| Onyx Bridge Wealth Group LLC | 加仓 | $89.12万 |
| W1M Asset Management Ltd | 加仓 | $63.72万 |
| STIFEL FINANCIAL CORP | 新建仓 | $38.04万 |
| Insight Advisors, LLC/ PA | 加仓 | $21.98万 |
| WEDBUSH SECURITIES INC | 加仓 | $19.14万 |
| Larson Financial Group LLC | 新建仓 | $3.52万 |
| Farther Finance Advisors, LLC | 新建仓 | $2.01万 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$22.71万 |
| COWA, LLC | 减仓 | -$4.61万 |
| UBS Group AG | 清仓 | -$1.57万 |
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 |
|---|---|---|---|---|---|
| Elm Partners Management LLC | 6,168,649 | $1.81亿 | 6.49% | 162,344 | 加仓 |
| HighTower Advisors, LLC | 145,335 | $425.77万 | 0.00% | 0 | 不变 |
| Tanager Wealth Management LLP | 129,100 | $378.21万 | 0.33% | 0 | 不变 |
| FIRST NATIONAL BANK SIOUX FALLS | 64,797 | $183.70万 | 0.50% | 0 | 不变 |
| Creative Planning | 54,001 | $158.20万 | 0.00% | 0 | 不变 |
| Onyx Bridge Wealth Group LLC | 46,369 | $135.84万 | 0.12% | 30,422 | 加仓 |
| W1M Asset Management Ltd | 45,978 | $134.74万 | 0.01% | 21,744 | 加仓 |
| WEDBUSH SECURITIES INC | 32,565 | $95.40万 | 0.02% | 6,535 | 加仓 |
| Insight Advisors, LLC/ PA | 22,769 | $66.70万 | 0.12% | 7,504 | 加仓 |
| STIFEL FINANCIAL CORP | 12,984 | $38.04万 | 0.00% | 12,984 | 新建仓 |
| JANE STREET GROUP, LLC | 9,733 | $28.51万 | 0.00% | -7,753 | 减仓 |
| COWA, LLC | 8,352 | $24.47万 | 0.06% | -1,572 | 减仓 |
| Avion Wealth | 5,535 | $16.20万 | 0.03% | 0 | 不变 |
| Larson Financial Group LLC | 1,200 | $3.52万 | 0.00% | 1,200 | 新建仓 |
| Farther Finance Advisors, LLC | 685 | $2.01万 | 0.00% | 685 | 新建仓 |
内部人交易（Form 4）
ELM 董事、高管和大股东的最新买卖申报。专业版可看 🔒