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 🔒 | ||||||||
2026Q1 买入最多
| Delta Wealth Advisors LLC | 新建仓 | $290.78万 |
| Stratos Wealth Advisors, LLC | 新建仓 | $138.80万 |
| Chicago Partners Investment Group LLC | 新建仓 | $38.86万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $31.86万 |
| BANK OF MONTREAL /CAN/ | 新建仓 | $24.12万 |
| Eukles Asset Management | 新建仓 | $7.74万 |
| JPMORGAN CHASE & CO | 新建仓 | $3.80万 |
| Basepoint Wealth LLC | 加仓 | $25 |
2026Q1 卖出最多
| Focus Partners Wealth | 减仓 | -$1,209.56万 |
| GTS SECURITIES LLC | 减仓 | -$44.76万 |
| ROYAL BANK OF CANADA | 减仓 | -$19.58万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1.92万 |
| Golden State Wealth Management, LLC | 清仓 | -$6,910 |
| UBS Group AG | 减仓 | -$3,741 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 44,567,709 | $11.36亿 | 1.27% | -474,503 | 减仓 |
| ROYAL BANK OF CANADA | 208,159 | $529.80万 | 0.00% | -7,692 | 减仓 |
| Delta Wealth Advisors LLC | 114,255 | $290.78万 | 2.21% | 114,255 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 110,104 | $280.21万 | 0.01% | -753 | 减仓 |
| Stratos Wealth Advisors, LLC | 54,536 | $138.80万 | 0.09% | 54,536 | 新建仓 |
| GTS SECURITIES LLC | 31,998 | $81.43万 | 0.03% | -17,587 | 减仓 |
| Chicago Partners Investment Group LLC | 14,156 | $38.86万 | 0.01% | 14,156 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,517 | $31.86万 | 0.00% | 12,517 | 新建仓 |
| BANK OF MONTREAL /CAN/ | 9,479 | $24.12万 | 0.00% | 9,479 | 新建仓 |
| NORTHERN TRUST CORP | 9,108 | $23.18万 | 0.00% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,025 | $20.42万 | 0.00% | 0 | 不变 |
| MORGAN STANLEY | 3,904 | $9.94万 | 0.00% | 0 | 不变 |
| Eukles Asset Management | 3,041 | $7.74万 | 0.03% | 3,041 | 新建仓 |
| Basepoint Wealth LLC | 2,543 | $6.47万 | 0.04% | 1 | 加仓 |
| Glen Eagle Advisors, LLC | 1,640 | $4.17万 | 0.01% | 0 | 不变 |
| JPMORGAN CHASE & CO | 1,531 | $3.80万 | 0.00% | 1,531 | 新建仓 |
| Darwin Wealth Management, LLC | 901 | $2.29万 | 0.01% | 0 | 不变 |
| UBS Group AG | 528 | $1.34万 | 0.00% | -147 | 减仓 |
| OSAIC HOLDINGS, INC. | 244 | $6,209 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
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