13F 机构持仓

ESUM STRATEGY SHS

EVENTIDE US MRKT

持有机构数392026Q2
26Q126Q2
机构合计持股(股)4,466,7332026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2394,466,733$1.37亿 42294-$2,731.46万
2026Q1385,340,343$1.40亿 22493$2,540.82万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$607.16万
Cambridge Investment Research Advisors, Inc.加仓$383.20万
Geneos Wealth Management Inc.加仓$129.69万
JONES FINANCIAL COMPANIES LLLP加仓$115.25万
Strategic Equity Management加仓$56.11万
MONEYWISE, INC.加仓$40.73万
RAYMOND JAMES FINANCIAL INC新建仓$38.97万
CITADEL ADVISORS LLC新建仓$34.82万
Legacy Wealth Asset Management, LLC加仓$33.69万
Merit Financial Group, LLC加仓$31.64万
Values First Advisors, Inc.加仓$28.37万
CREATIVE FINANCIAL DESIGNS INC /ADV加仓$27.68万
Equitable Holdings, Inc.新建仓$20.85万
LPL Financial LLC加仓$18.30万
OneAscent Financial Services LLC加仓$16.17万
OSAIC HOLDINGS, INC.加仓$15.13万
Foundations Investment Advisors, LLC加仓$8.94万
Kestra Advisory Services, LLC加仓$8.59万
PAX Financial Group, LLC加仓$8.06万
SILVER OAK SECURITIES, INCORPORATED加仓$2.98万

2026Q2 卖出最多

CreativeOne Wealth, LLC减仓-$4,187.87万
49 WEALTH MANAGEMENT, LLC清仓-$86.98万
TrueWealth Advisors, LLC清仓-$38.53万
EverSource Wealth Advisors, LLC减仓-$31.77万
ROYAL BANK OF CANADA清仓-$9.00万
Atria Investments, Inc减仓-$5.00万
Harvest Investment Services, LLC减仓-$4.37万
SageOak Financial, LLC减仓-$3.26万
Strategic Blueprint, LLC减仓-$9,864
Meriwether Wealth & Planning, LLC减仓-$5,024
O'Connor Financial Group LLC减仓-$3,186
BAM Wealth Management, LLC减仓-$1,440
GeoWealth Management, LLC清仓-$157

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,154,392$3,524.36万0.06%198,874加仓
Strategic Equity Management542,739$1,662.68万5.58%18,317加仓
O'Connor Financial Group LLC496,003$1,519.51万5.37%-104减仓
MONEYWISE, INC.290,812$890.90万3.32%13,294加仓
Legacy Wealth Asset Management, LLC261,253$800.35万1.76%10,998加仓
Cambridge Investment Research Advisors, Inc.237,970$729.00万0.01%125,089加仓
PAX Financial Group, LLC163,445$500.71万0.74%2,630加仓
Geneos Wealth Management Inc.160,507$491.79万0.10%42,328加仓
LPL Financial LLC146,822$449.79万0.00%5,972加仓
JONES FINANCIAL COMPANIES LLLP121,045$363.74万0.00%38,353加仓
Kestra Advisory Services, LLC110,958$339.92万0.01%2,803加仓
CREATIVE FINANCIAL DESIGNS INC /ADV97,684$299.25万0.14%9,037加仓
OneAscent Financial Services LLC76,144$233.27万0.11%5,279加仓
EverSource Wealth Advisors, LLC75,057$229.94万0.08%-10,371减仓
SageOak Financial, LLC60,000$183.81万1.20%-1,064减仓
Merit Financial Group, LLC57,744$176.90万0.01%10,329加仓
First Heartland Consultants, Inc.56,320$172.54万0.11%83加仓
CreativeOne Wealth, LLC50,276$154.02万0.03%-1,367,020减仓
IFP Advisors, Inc47,733$146.23万0.03%317加仓
Strategic Blueprint, LLC45,933$140.72万0.07%-322减仓
Values First Advisors, Inc.39,633$121.42万0.55%9,262加仓
GTS SECURITIES LLC24,621$75.43万0.02%549重新持有
Betterment LLC18,387$56.30万0.00%419加仓
Harvest Investment Services, LLC17,225$52.77万0.08%-1,427减仓
Meriwether Wealth & Planning, LLC14,579$44.66万0.22%-164减仓
Foundations Investment Advisors, LLC14,527$44.50万0.00%2,918加仓
RAYMOND JAMES FINANCIAL INC12,721$38.97万0.00%12,721新建仓
CITADEL ADVISORS LLC11,367$34.82万0.00%11,367新建仓
Atria Investments, Inc10,915$33.44万0.00%-1,631减仓
BAM Wealth Management, LLC10,422$31.93万0.20%-47减仓
Security Financial Services, INC.9,749$29.87万0.04%733加仓
OSAIC HOLDINGS, INC.8,688$26.63万0.00%4,934加仓
Sanctuary Advisors, LLC8,668$26.55万0.00%681加仓
Equitable Holdings, Inc.6,806$20.85万0.00%6,806新建仓
LGT Financial Advisors LLC3,248$9.95万0.53%0不变
SILVER OAK SECURITIES, INCORPORATED1,057$3.24万0.00%972加仓
Ameritas Advisory Services, LLC789$2.42万0.00%789新建仓
VANGUARD ADVISERS INC270$8,2710.00%0不变
AdvisorNet Financial, Inc224$6,8620.00%0不变

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