EQTY VALUED ADVISERS TR
KOVITZ CORE EQT
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 | 23 | 44,625,782 | $12.47亿 | 3 | 5 | 4 | 0 | -$1,498.54万 |
| 2026Q1 | 19 | 45,154,378 | $11.51亿 | 7 | 1 | 5 | 1 | -$740.92万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Permanent Capital Management, LP | 新建仓 | $386.23万 |
| HRT FINANCIAL LP | 新建仓 | $118.70万 |
| BANK OF MONTREAL /CAN/ | 加仓 | $43.84万 |
| CITADEL ADVISORS LLC | 新建仓 | $32.64万 |
| JPMORGAN CHASE & CO | 加仓 | $28.11万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $15.10万 |
| UBS Group AG | 加仓 | $2.88万 |
| MORGAN STANLEY | 加仓 | $2.43万 |
2026Q2 卖出最多
| Focus Partners Wealth | 减仓 | -$1,947.82万 |
| ROYAL BANK OF CANADA | 减仓 | -$143.26万 |
| GTS SECURITIES LLC | 减仓 | -$33.23万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$4.17万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 43,870,772 | $12.26亿 | 1.26% | -696,937 | 减仓 |
| ROYAL BANK OF CANADA | 156,899 | $438.50万 | 0.00% | -51,260 | 减仓 |
| Permanent Capital Management, LP | 138,184 | $386.23万 | 0.52% | 138,184 | 新建仓 |
| Delta Wealth Advisors LLC | 114,255 | $319.35万 | 2.28% | 0 | 不变 |
| MML INVESTORS SERVICES, LLC | 110,104 | $307.75万 | 0.01% | 0 | 不变 |
| Stratos Wealth Advisors, LLC | 53,045 | $148.26万 | 0.08% | -1,491 | 减仓 |
| HRT FINANCIAL LP | 42,479 | $118.70万 | 0.00% | 42,479 | 新建仓 |
| BANK OF MONTREAL /CAN/ | 25,164 | $70.33万 | 0.00% | 15,685 | 加仓 |
| GTS SECURITIES LLC | 20,109 | $56.20万 | 0.01% | -11,889 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,920 | $50.09万 | 0.00% | 5,403 | 加仓 |
| Chicago Partners Investment Group LLC | 14,156 | $40.08万 | 0.01% | 0 | 不变 |
| CITADEL ADVISORS LLC | 11,678 | $32.64万 | 0.00% | 11,678 | 新建仓 |
| JPMORGAN CHASE & CO | 11,662 | $32.36万 | 0.00% | 10,131 | 加仓 |
| NORTHERN TRUST CORP | 9,108 | $25.46万 | 0.00% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,025 | $22.43万 | 0.00% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 7,520 | $21.02万 | 0.00% | 0 | 重新持有 |
| MORGAN STANLEY | 4,773 | $13.34万 | 0.00% | 869 | 加仓 |
| Eukles Asset Management | 3,041 | $8.50万 | 0.04% | 0 | 不变 |
| Basepoint Wealth LLC | 2,543 | $7.11万 | 0.04% | 0 | 不变 |
| Glen Eagle Advisors, LLC | 1,640 | $4.58万 | 0.01% | 0 | 不变 |
| UBS Group AG | 1,560 | $4.36万 | 0.00% | 1,032 | 加仓 |
| Darwin Wealth Management, LLC | 901 | $2.52万 | 0.01% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 244 | $6,819 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
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