FINS ANGEL OAK FINL STRATEGIES IN
COM BEN INT
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 | 44 | 23,271,721 | $2.98亿 | 7 | 17 | 9 | 7 | $1,618.71万 |
| 2026Q1 | 43 | 21,995,905 | $2.80亿 | 4 | 14 | 16 | 2 | -$253.04万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| SIT INVESTMENT ASSOCIATES INC | 加仓 | $749.58万 |
| UBS Group AG | 加仓 | $25.91万 |
| Mayflower Financial Advisors, LLC | 新建仓 | $23.84万 |
| RIVERBRIDGE PARTNERS LLC | 加仓 | $22.91万 |
| FIRST TRUST ADVISORS LP | 加仓 | $20.08万 |
| Twelve Points Wealth Management LLC | 加仓 | $9.72万 |
| CoreCap Advisors, LLC | 新建仓 | $9.25万 |
| FIFTH THIRD BANCORP | 新建仓 | $5.67万 |
| &PARTNERS | 加仓 | $4.01万 |
| Focus Partners Wealth | 加仓 | $3.83万 |
| Dakota Wealth Management | 加仓 | $3.83万 |
| Invesco Ltd. | 加仓 | $3.69万 |
| GHP Investment Advisors, Inc. | 新建仓 | $3.19万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2.29万 |
| Rockefeller Capital Management L.P. | 加仓 | $1.91万 |
| WEDBUSH SECURITIES INC | 加仓 | $1.06万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,964 |
| Larson Financial Group LLC | 加仓 | $89 |
2026Q1 卖出最多
| Karpus Management, Inc. | 减仓 | -$577.82万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$158.80万 |
| Shaker Financial Services, LLC | 减仓 | -$118.94万 |
| STIFEL FINANCIAL CORP | 减仓 | -$59.50万 |
| MORGAN STANLEY | 减仓 | -$41.67万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$40.55万 |
| Corient Private Wealth LP | 减仓 | -$38.25万 |
| Thomas J. Herzfeld Advisors, Inc. | 减仓 | -$29.43万 |
| Cetera Investment Advisers | 减仓 | -$24.25万 |
| StoneX Group Inc. | 清仓 | -$20.28万 |
| Advisors Asset Management, Inc. | 减仓 | -$14.62万 |
| LPL Financial LLC | 减仓 | -$6.97万 |
| Kestra Advisory Services, LLC | 清仓 | -$5.28万 |
| CHOREO, LLC | 减仓 | -$3.48万 |
| ROYAL BANK OF CANADA | 减仓 | -$1.63万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1.38万 |
| Closed-End Fund Advisors, Inc. | 减仓 | -$7,191 |
| Noble Wealth Management PBC | 减仓 | -$4,463 |
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 |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10,873,638 | $1.39亿 | 2.81% | 587,904 | 加仓 |
| Karpus Management, Inc. | 4,697,846 | $5,989.75万 | 1.87% | -453,195 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,269,741 | $1,618.92万 | 0.00% | -31,801 | 减仓 |
| UBS Group AG | 740,594 | $944.26万 | 0.00% | 20,319 | 加仓 |
| MORGAN STANLEY | 622,896 | $794.19万 | 0.00% | -32,679 | 减仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $617.67万 | 0.32% | 0 | 不变 |
| ROYAL BANK OF CANADA | 408,270 | $520.50万 | 0.00% | -1,281 | 减仓 |
| STIFEL FINANCIAL CORP | 371,496 | $473.66万 | 0.00% | -46,665 | 减仓 |
| Advisors Asset Management, Inc. | 353,662 | $450.92万 | 0.08% | -11,464 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 239,403 | $305.24万 | 0.00% | -124,551 | 减仓 |
| Noble Wealth Management PBC | 235,470 | $300.22万 | 1.51% | -350 | 减仓 |
| RIVERBRIDGE PARTNERS LLC | 233,477 | $297.68万 | 0.07% | 17,967 | 加仓 |
| FIRST TRUST ADVISORS LP | 203,077 | $258.92万 | 0.00% | 15,750 | 加仓 |
| Thomas J. Herzfeld Advisors, Inc. | 193,430 | $246.62万 | 0.84% | -23,083 | 减仓 |
| LPL Financial LLC | 177,645 | $226.50万 | 0.00% | -5,470 | 减仓 |
| Closed-End Fund Advisors, Inc. | 120,700 | $153.89万 | 1.57% | -564 | 减仓 |
| Dakota Wealth Management | 80,835 | $103.06万 | 0.02% | 3,000 | 加仓 |
| Twelve Points Wealth Management LLC | 79,150 | $100.92万 | 0.22% | 7,626 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 78,999 | $100.72万 | 0.00% | -1,083 | 减仓 |
| Focus Partners Wealth | 73,779 | $94.07万 | 0.00% | 3,000 | 加仓 |
| OSAIC HOLDINGS, INC. | 72,979 | $93.05万 | 0.00% | 1,795 | 加仓 |
| &PARTNERS | 54,329 | $69.27万 | 0.00% | 3,148 | 加仓 |
| Invesco Ltd. | 42,624 | $54.35万 | 0.00% | 2,897 | 加仓 |
| Cetera Investment Advisers | 37,729 | $48.10万 | 0.00% | -19,018 | 减仓 |
| Corient Private Wealth LP | 30,000 | $38.25万 | 0.00% | -30,000 | 减仓 |
| CHOREO, LLC | 26,020 | $33.18万 | 0.00% | -2,726 | 减仓 |
| Summit Asset Management, LLC | 26,000 | $33.15万 | 0.05% | 0 | 不变 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $30.83万 | 0.00% | 0 | 不变 |
| Live Oak Private Wealth LLC | 21,670 | $27.63万 | 0.04% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 19,686 | $25.10万 | 0.00% | 1,500 | 加仓 |
| WEDBUSH SECURITIES INC | 18,807 | $24.00万 | 0.01% | 827 | 加仓 |
| Mayflower Financial Advisors, LLC | 18,700 | $23.84万 | 0.02% | 18,700 | 新建仓 |
| Lido Advisors, LLC | 13,467 | $17.17万 | 0.00% | 0 | 不变 |
| Shaker Financial Services, LLC | 11,954 | $15.24万 | 0.05% | -93,285 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,343 | $13.19万 | 0.00% | 154 | 加仓 |
| PFG Investments, LLC | 10,080 | $12.85万 | 0.01% | 0 | 不变 |
| CoreCap Advisors, LLC | 7,258 | $9.25万 | 0.00% | 7,258 | 新建仓 |
| FIFTH THIRD BANCORP | 4,446 | $5.67万 | 0.00% | 4,446 | 新建仓 |
| Mountain Hill Investment Partners Corp. | 3,333 | $4.25万 | 0.03% | 0 | 不变 |
| GHP Investment Advisors, Inc. | 2,500 | $3.19万 | 0.00% | 2,500 | 新建仓 |
| Larson Financial Group LLC | 400 | $5,104 | 0.00% | 7 | 加仓 |
| N.E.W. Advisory Services LLC | 357 | $4,552 | 0.00% | 0 | 不变 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3,825 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
FINS 董事、高管和大股东的最新买卖申报。专业版可看 🔒