ESN NORTHERN LTS FD TR II
ESSENTIAL 40 STO
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 | 25 | 12,766,520 | $2.54亿 | 6 | 14 | 4 | 4 | $4,499.77万 |
| 2026Q1 | 24 | 10,821,230 | $1.89亿 | 5 | 11 | 6 | 2 | $196.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Vinva Investment Management Ltd | 新建仓 | $1,229.41万 |
| Legacy Financial Group LLC | 加仓 | $745.27万 |
| LPL Financial LLC | 加仓 | $491.81万 |
| ROYAL BANK OF CANADA | 加仓 | $346.60万 |
| Sanctuary Advisors, LLC | 加仓 | $337.70万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $263.32万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $250.89万 |
| Plus Group Wealth Advisors LLC | 新建仓 | $212.48万 |
| Comprehensive Financial Consultants Institutional, Inc. | 新建仓 | $145.00万 |
| Mowery & Schoenfeld Wealth Management, LLC | 新建仓 | $136.88万 |
| Atria Investments, Inc | 加仓 | $94.55万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $77.69万 |
| GTS SECURITIES LLC | 加仓 | $66.91万 |
| Equitable Holdings, Inc. | 加仓 | $61.61万 |
| UBS Group AG | 加仓 | $52.06万 |
| Rockefeller Capital Management L.P. | 加仓 | $40.75万 |
| Global View Capital Management LLC | 新建仓 | $22.01万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $9.85万 |
| Quantum Private Wealth, LLC | 加仓 | $2.46万 |
| Bank of New York Mellon Corp | 加仓 | $20 |
2026Q2 卖出最多
| BREAKTHRU ADVISORY SERVICES, LLC | 减仓 | -$44.90万 |
| Independent Advisor Alliance | 清仓 | -$28.82万 |
| Janney Montgomery Scott LLC | 减仓 | -$6.71万 |
| JONES FINANCIAL COMPANIES LLLP | 清仓 | -$2.45万 |
| KKM Financial LLC | 减仓 | -$1.43万 |
| Allworth Financial LP | 减仓 | -$1.42万 |
| BlackRock, Inc. | 清仓 | -$1.04万 |
| Bruce G. Allen Investments, LLC | 清仓 | -$7,199 |
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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 3,459,659 | $6,879.01万 | 0.32% | 169,840 | 加仓 |
| Legacy Financial Group LLC | 2,274,028 | $4,521.56万 | 5.09% | 374,816 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,645,290 | $3,271.41万 | 0.01% | 126,182 | 加仓 |
| UBS Group AG | 983,492 | $1,955.58万 | 0.00% | 26,181 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 859,522 | $1,709.03万 | 0.23% | 132,429 | 加仓 |
| Atria Investments, Inc | 656,158 | $1,304.67万 | 0.13% | 47,552 | 加仓 |
| Vinva Investment Management Ltd | 618,308 | $1,229.41万 | 0.01% | 618,308 | 新建仓 |
| KKM Financial LLC | 592,014 | $1,177.13万 | 1.61% | -718 | 减仓 |
| LPL Financial LLC | 389,024 | $773.51万 | 0.00% | 247,345 | 加仓 |
| Rockefeller Capital Management L.P. | 210,117 | $417.79万 | 0.01% | 20,493 | 加仓 |
| ROYAL BANK OF CANADA | 174,309 | $346.60万 | 0.00% | 174,308 | 加仓 |
| Bank of New York Mellon Corp | 121,970 | $242.52万 | 0.00% | 1 | 加仓 |
| BREAKTHRU ADVISORY SERVICES, LLC | 118,222 | $235.07万 | 7.89% | -22,580 | 减仓 |
| Plus Group Wealth Advisors LLC | 106,862 | $212.48万 | 2.00% | 106,862 | 新建仓 |
| Equitable Holdings, Inc. | 92,496 | $183.91万 | 0.01% | 30,986 | 加仓 |
| GTS SECURITIES LLC | 87,235 | $173.45万 | 0.04% | 33,654 | 加仓 |
| Comprehensive Financial Consultants Institutional, Inc. | 72,927 | $145.00万 | 0.38% | 72,927 | 新建仓 |
| Mowery & Schoenfeld Wealth Management, LLC | 68,840 | $136.88万 | 1.87% | 68,840 | 新建仓 |
| Quantum Private Wealth, LLC | 63,238 | $125.74万 | 0.32% | 1,238 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,995 | $117.30万 | 0.00% | 4,953 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 39,070 | $77.69万 | 0.00% | 39,070 | 新建仓 |
| Janney Montgomery Scott LLC | 35,334 | $70.30万 | 0.00% | -3,372 | 减仓 |
| Allworth Financial LP | 26,542 | $52.78万 | 0.00% | -714 | 减仓 |
| Global View Capital Management LLC | 11,068 | $22.01万 | 0.05% | 11,068 | 新建仓 |
| Farther Finance Advisors, LLC | 1,800 | $3.58万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
ESN 董事、高管和大股东的最新买卖申报。专业版可看 🔒