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 🔒 | ||||||||
2026Q1 买入最多
| Elm Partners Management LLC | 加仓 | $4,012.72万 |
| Creative Planning | 新建仓 | $146.45万 |
| FIRST NATIONAL BANK SIOUX FALLS | 加仓 | $92.31万 |
| WEDBUSH SECURITIES INC | 新建仓 | $70.60万 |
| W1M Asset Management Ltd | 新建仓 | $65.86万 |
| Onyx Bridge Wealth Group LLC | 新建仓 | $43.25万 |
| Insight Advisors, LLC/ PA | 新建仓 | $41.40万 |
| COWA, LLC | 新建仓 | $26.91万 |
| Tanager Wealth Management LLP | 加仓 | $17.57万 |
| Avion Wealth | 加仓 | $8.80万 |
| UBS Group AG | 重新持有 | $1.27万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$120.72万 |
| Hegarty Advisors, LLC | 清仓 | -$34.70万 |
| CITADEL ADVISORS LLC | 清仓 | -$29.32万 |
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 |
|---|---|---|---|---|---|
| Elm Partners Management LLC | 6,006,305 | $1.60亿 | 6.90% | 1,509,675 | 加仓 |
| HighTower Advisors, LLC | 145,335 | $394.15万 | 0.00% | 0 | 不变 |
| Tanager Wealth Management LLP | 129,100 | $350.12万 | 0.34% | 6,480 | 加仓 |
| FIRST NATIONAL BANK SIOUX FALLS | 64,797 | $183.70万 | 0.50% | 32,562 | 加仓 |
| Creative Planning | 54,001 | $146.45万 | 0.00% | 54,001 | 新建仓 |
| WEDBUSH SECURITIES INC | 26,030 | $70.60万 | 0.02% | 26,030 | 新建仓 |
| W1M Asset Management Ltd | 24,234 | $65.86万 | 0.01% | 24,234 | 新建仓 |
| JANE STREET GROUP, LLC | 17,486 | $47.42万 | 0.00% | -44,512 | 减仓 |
| Onyx Bridge Wealth Group LLC | 15,947 | $43.25万 | 0.05% | 15,947 | 新建仓 |
| Insight Advisors, LLC/ PA | 15,265 | $41.40万 | 0.08% | 15,265 | 新建仓 |
| COWA, LLC | 9,924 | $26.91万 | 0.07% | 9,924 | 新建仓 |
| Avion Wealth | 5,535 | $15.00万 | 0.03% | 3,246 | 加仓 |
| UBS Group AG | 579 | $1.57万 | 0.00% | 468 | 重新持有 |
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 🔒