13F 机构持仓

FDLS NORTHERN LTS FD TR IV

INSPIRE FIDELIS

持有机构数492026Q2
26Q126Q2
机构合计持股(股)3,214,4642026Q2
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
2026Q2493,214,464$1.36亿 172296$3,956.28万
2026Q1382,289,005$8,455.71万 62264$1,642.00万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Inspire Advisors, LLC加仓$1,917.36万
CREATIVE FINANCIAL DESIGNS INC /ADV加仓$766.85万
Cambridge Investment Research Advisors, Inc.加仓$292.51万
GOLDMAN SACHS GROUP INC加仓$283.67万
LPL Financial LLC加仓$229.95万
Strategic Equity Management加仓$115.41万
Simplicity Wealth,LLC新建仓$97.51万
Discipline Wealth Solutions, LLC新建仓$85.50万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$65.84万
CITADEL ADVISORS LLC新建仓$64.75万
AE Wealth Management LLC加仓$64.72万
Revisor Wealth Management LLC加仓$60.96万
MONEYWISE, INC.加仓$59.27万
Pinnacle Financial Partners, Inc.加仓$51.47万
OSAIC HOLDINGS, INC.加仓$50.90万
BROWN ADVISORY INC新建仓$50.43万
Inspire Investing, LLC加仓$47.31万
Schwallier Wealth Management LLC新建仓$31.78万
STIFEL FINANCIAL CORP新建仓$22.28万
Van Diest Capital, LLC新建仓$20.62万

2026Q2 卖出最多

GTS SECURITIES LLC清仓-$169.77万
Frontier Asset Management, LLC减仓-$86.00万
ENVESTNET ASSET MANAGEMENT INC减仓-$81.24万
Envestnet Portfolio Solutions, Inc.减仓-$37.96万
Strategic Blueprint, LLC清仓-$32.49万
JANE STREET GROUP, LLC清仓-$32.25万
Ascentis Independent Advisors清仓-$27.24万
Arlington Capital Management, Inc.清仓-$26.94万
PRINCIPAL SECURITIES, INC.清仓-$22.67万
Sanctuary Advisors, LLC减仓-$4.68万
RAYMOND JAMES FINANCIAL INC减仓-$1.86万
Optivise Advisory Services LLC减仓-$1.84万
Valmark Advisers, Inc.减仓-$4,946
PAX Financial Group, LLC减仓-$3,424
MORGAN STANLEY减仓-$127

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
Inspire Advisors, LLC1,220,431$5,156.99万3.59%453,754加仓
CREATIVE FINANCIAL DESIGNS INC /ADV452,893$1,914.38万0.91%181,417加仓
LPL Financial LLC182,936$773.27万0.00%54,401加仓
Strategic Equity Management163,636$691.69万2.32%27,303加仓
Cambridge Investment Research Advisors, Inc.122,258$516.80万0.01%69,199加仓
AE Wealth Management LLC108,218$457.44万0.02%15,312加仓
PAX Financial Group, LLC102,053$431.38万0.64%-81减仓
Inspire Investing, LLC99,722$421.53万0.17%11,192加仓
GOLDMAN SACHS GROUP INC95,407$403.29万0.00%67,110加仓
MONEYWISE, INC.87,113$368.23万1.37%14,021加仓
Belpointe Asset Management LLC78,581$332.17万0.11%540加仓
OneAscent Financial Services LLC69,410$293.40万0.14%4,203加仓
Frontier Asset Management, LLC45,058$190.46万0.34%-20,346减仓
ENVESTNET ASSET MANAGEMENT INC43,008$181.79万0.00%-19,220减仓
Valmark Advisers, Inc.35,713$150.96万0.02%-117减仓
RAYMOND JAMES FINANCIAL INC35,132$148.50万0.00%-441减仓
Revisor Wealth Management LLC26,634$112.82万0.27%14,392加仓
Simplicity Wealth,LLC23,068$97.51万0.03%23,068新建仓
OSAIC HOLDINGS, INC.20,736$87.65万0.00%12,043加仓
Discipline Wealth Solutions, LLC20,226$85.50万0.07%20,226新建仓
Pinnacle Financial Partners, Inc.19,346$81.78万0.01%12,177加仓
CARLSON FINANCIAL, INC.17,389$73.49万0.37%2,109加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,576$65.84万0.00%15,576新建仓
CITADEL ADVISORS LLC15,318$64.75万0.00%15,318新建仓
Cetera Investment Advisers15,047$63.60万0.00%4,092加仓
Envestnet Portfolio Solutions, Inc.13,723$58.01万0.00%-8,980减仓
BROWN ADVISORY INC11,930$50.43万0.00%11,930新建仓
Geneos Wealth Management Inc.9,717$41.07万0.01%117加仓
COMMONWEALTH EQUITY SERVICES, LLC8,846$37.39万0.00%1,506加仓
Sanctuary Advisors, LLC8,609$36.39万0.00%-1,107减仓
Optivise Advisory Services LLC8,372$35.39万0.18%-436减仓
Schwallier Wealth Management LLC7,519$31.78万0.20%7,519新建仓
Integrated Advisors Network LLC5,602$23.68万0.01%0不变
STIFEL FINANCIAL CORP5,271$22.28万0.00%5,271新建仓
Van Diest Capital, LLC4,877$20.62万0.18%4,877新建仓
LITTLEJOHN FINANCIAL SERVICES, INC.4,797$20.28万0.15%4,797新建仓
AdvisorNet Financial, Inc2,735$11.56万0.01%2,420加仓
EverSource Wealth Advisors, LLC2,295$9.70万0.00%1加仓
Steward Partners Investment Advisory, LLC1,548$6.54万0.00%1,548新建仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC942$3.98万0.00%942新建仓
MORGAN STANLEY612$2.59万0.00%-3减仓
HARBOUR INVESTMENTS, INC.558$2.36万0.00%548加仓
IFG Advisory, LLC453$1.91万0.00%453新建仓
Ameritas Advisory Services, LLC405$1.71万0.00%405新建仓
ROYAL BANK OF CANADA340$1.40万0.00%340新建仓
Institute for Wealth Management, LLC.237$1.00万0.00%237新建仓
FMR LLC105$4,4410.00%51加仓
Farther Finance Advisors, LLC59$2,5070.00%59新建仓
Main Street Group, LTD3$1270.00%3新建仓

内部人交易(Form 4)

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