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 🔒

2026Q1 买入最多

CREATIVE FINANCIAL DESIGNS INC /ADV加仓$369.19万
LPL Financial LLC加仓$281.03万
Inspire Advisors, LLC加仓$161.98万
AE Wealth Management LLC加仓$130.59万
Cambridge Investment Research Advisors, Inc.加仓$110.42万
Strategic Equity Management加仓$103.14万
MONEYWISE, INC.加仓$97.78万
Envestnet Portfolio Solutions, Inc.新建仓$83.86万
RAYMOND JAMES FINANCIAL INC加仓$80.06万
ENVESTNET ASSET MANAGEMENT INC加仓$55.37万
GOLDMAN SACHS GROUP INC加仓$48.79万
GTS SECURITIES LLC加仓$36.27万
JANE STREET GROUP, LLC新建仓$32.25万
Belpointe Asset Management LLC加仓$29.68万
Ascentis Independent Advisors新建仓$27.24万
Pinnacle Financial Partners, Inc.新建仓$26.48万
OSAIC HOLDINGS, INC.加仓$25.93万
CARLSON FINANCIAL, INC.加仓$20.14万
Cetera Investment Advisers加仓$14.28万
PRINCIPAL SECURITIES, INC.重新持有$12.59万

2026Q1 卖出最多

Inspire Investing, LLC减仓-$70.90万
Sanctuary Advisors, LLC减仓-$27.73万
CENTAURUS FINANCIAL, INC.清仓-$13.70万
Revisor Wealth Management LLC减仓-$6.52万
OneAscent Financial Services LLC减仓-$6.34万
PAX Financial Group, LLC减仓-$1.20万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$5,897
SILVER OAK SECURITIES, INCORPORATED清仓-$4,720
Optivise Advisory Services LLC减仓-$3,177
Camelot Portfolios, LLC清仓-$765

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
Inspire Advisors, LLC766,677$2,832.11万2.31%43,849加仓
CREATIVE FINANCIAL DESIGNS INC /ADV271,476$1,002.83万0.61%99,942加仓
Strategic Equity Management136,333$503.61万1.89%27,922加仓
LPL Financial LLC128,535$474.81万0.00%76,078加仓
PAX Financial Group, LLC102,134$377.28万0.64%-324减仓
AE Wealth Management LLC92,906$343.19万0.02%35,353加仓
Inspire Investing, LLC88,530$327.03万0.19%-19,193减仓
Belpointe Asset Management LLC78,041$288.29万0.11%8,034加仓
MONEYWISE, INC.73,092$270.00万1.18%26,470加仓
Frontier Asset Management, LLC65,404$241.60万0.51%1,629加仓
OneAscent Financial Services LLC65,207$240.88万0.13%-1,715减仓
ENVESTNET ASSET MANAGEMENT INC62,228$229.87万0.00%14,989加仓
Cambridge Investment Research Advisors, Inc.53,059$196.00万0.01%29,891加仓
GTS SECURITIES LLC45,958$169.77万0.06%9,819加仓
Valmark Advisers, Inc.35,830$132.36万0.02%558加仓
RAYMOND JAMES FINANCIAL INC35,573$131.41万0.00%21,674加仓
GOLDMAN SACHS GROUP INC28,297$104.53万0.00%13,208加仓
Envestnet Portfolio Solutions, Inc.22,703$83.86万0.00%22,703新建仓
CARLSON FINANCIAL, INC.15,280$56.45万0.33%5,453加仓
Revisor Wealth Management LLC12,242$45.34万0.13%-1,760减仓
Cetera Investment Advisers10,955$40.47万0.00%3,867加仓
Sanctuary Advisors, LLC9,716$35.89万0.00%-7,507减仓
Geneos Wealth Management Inc.9,600$35.46万0.01%0不变
Optivise Advisory Services LLC8,808$32.54万0.20%-86减仓
Strategic Blueprint, LLC8,795$32.49万0.02%1,238加仓
JANE STREET GROUP, LLC8,730$32.25万0.00%8,730新建仓
OSAIC HOLDINGS, INC.8,693$32.11万0.00%7,019加仓
Ascentis Independent Advisors7,375$27.24万0.02%7,375新建仓
COMMONWEALTH EQUITY SERVICES, LLC7,340$27.12万0.00%1,430加仓
Arlington Capital Management, Inc.7,293$26.94万0.15%317加仓
Pinnacle Financial Partners, Inc.7,169$26.48万0.00%7,169新建仓
PRINCIPAL SECURITIES, INC.6,136$22.67万0.00%3,409重新持有
Integrated Advisors Network LLC5,602$20.69万0.01%0不变
EverSource Wealth Advisors, LLC2,294$8.47万0.00%647加仓
MORGAN STANLEY615$2.27万0.00%14加仓
AdvisorNet Financial, Inc315$1.16万0.00%315新建仓
FMR LLC54$1,9970.00%0不变
HARBOUR INVESTMENTS, INC.10$3690.00%10新建仓

内部人交易(Form 4)

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