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 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,358.45万 |
| CWM, LLC | 加仓 | $511.32万 |
| Atria Investments, Inc | 加仓 | $216.37万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $187.31万 |
| UBS Group AG | 加仓 | $135.94万 |
| LPL Financial LLC | 加仓 | $50.63万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $39.28万 |
| Independent Advisor Alliance | 新建仓 | $28.82万 |
| Equitable Holdings, Inc. | 加仓 | $24.10万 |
| Legacy Financial Group LLC | 加仓 | $13.30万 |
| Quantum Private Wealth, LLC | 加仓 | $5.25万 |
| Farther Finance Advisors, LLC | 新建仓 | $3.18万 |
| JONES FINANCIAL COMPANIES LLLP | 新建仓 | $2.45万 |
| Janney Montgomery Scott LLC | 加仓 | $1.86万 |
| BlackRock, Inc. | 新建仓 | $1.04万 |
2026Q1 卖出最多
| BREAKTHRU ADVISORY SERVICES, LLC | 减仓 | -$1,983.06万 |
| Cambridge Investment Research Advisors, Inc. | 清仓 | -$334.60万 |
| GTS SECURITIES LLC | 减仓 | -$27.03万 |
| Sanctuary Advisors, LLC | 减仓 | -$22.58万 |
| Bank of New York Mellon Corp | 减仓 | -$10.44万 |
| Rockefeller Capital Management L.P. | 减仓 | -$4.15万 |
| Allworth Financial LP | 减仓 | -$5,465 |
| HUNTINGTON NATIONAL BANK | 清仓 | -$4,805 |
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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 3,289,819 | $5,762.09万 | 0.31% | -12,891 | 减仓 |
| Legacy Financial Group LLC | 1,899,212 | $3,326.45万 | 4.18% | 7,591 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,519,108 | $2,660.70万 | 0.01% | 775,599 | 加仓 |
| UBS Group AG | 957,311 | $1,676.73万 | 0.00% | 77,616 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 727,093 | $1,273.50万 | 0.20% | 106,942 | 加仓 |
| Atria Investments, Inc | 608,606 | $1,065.97万 | 0.12% | 123,537 | 加仓 |
| KKM Financial LLC | 592,732 | $1,017.21万 | 1.81% | 0 | 不变 |
| CWM, LLC | 315,502 | $552.60万 | 0.01% | 291,937 | 加仓 |
| Rockefeller Capital Management L.P. | 189,624 | $332.13万 | 0.01% | -2,369 | 减仓 |
| LPL Financial LLC | 141,679 | $248.15万 | 0.00% | 28,906 | 加仓 |
| BREAKTHRU ADVISORY SERVICES, LLC | 140,802 | $246.61万 | 3.95% | -1,132,214 | 减仓 |
| Bank of New York Mellon Corp | 121,969 | $213.63万 | 0.00% | -5,959 | 减仓 |
| Quantum Private Wealth, LLC | 62,000 | $108.59万 | 0.34% | 3,000 | 加仓 |
| Equitable Holdings, Inc. | 61,510 | $107.73万 | 0.01% | 13,762 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 54,042 | $94.65万 | 0.00% | 22,425 | 加仓 |
| GTS SECURITIES LLC | 53,581 | $93.85万 | 0.03% | -15,430 | 减仓 |
| Janney Montgomery Scott LLC | 38,706 | $67.80万 | 0.00% | 1,063 | 加仓 |
| Allworth Financial LP | 27,256 | $47.74万 | 0.00% | -312 | 减仓 |
| Independent Advisor Alliance | 16,453 | $28.82万 | 0.00% | 16,453 | 新建仓 |
| Farther Finance Advisors, LLC | 1,800 | $3.18万 | 0.00% | 1,800 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,422 | $2.45万 | 0.00% | 1,422 | 新建仓 |
| BlackRock, Inc. | 591 | $1.04万 | 0.00% | 591 | 新建仓 |
| Bruce G. Allen Investments, LLC | 411 | $7,199 | 0.00% | 0 | 不变 |
| ROYAL BANK OF CANADA | 1 | $0 | 0.00% | 1 | 新建仓 |
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 🔒