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 🔒 | ||||||||
2026Q2 买入最多
| Atlas Wealth LLC | 新建仓 | $1,408.01万 |
| SIT INVESTMENT ASSOCIATES INC | 加仓 | $113.95万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $78.56万 |
| Thomas J. Herzfeld Advisors, Inc. | 加仓 | $37.07万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $26.53万 |
| Shaker Financial Services, LLC | 加仓 | $22.13万 |
| STIFEL FINANCIAL CORP | 加仓 | $15.34万 |
| Private Advisor Group, LLC | 新建仓 | $14.13万 |
| CITADEL ADVISORS LLC | 新建仓 | $13.90万 |
| Corient Private Wealth LP | 加仓 | $13.65万 |
| Mariner, LLC | 新建仓 | $12.80万 |
| ROYAL BANK OF CANADA | 加仓 | $11.76万 |
| Arax Advisory Partners | 新建仓 | $11.63万 |
| Cetera Investment Advisers | 加仓 | $7.34万 |
| MORGAN STANLEY | 加仓 | $5.25万 |
| CHOREO, LLC | 加仓 | $5.22万 |
| IFG Advisory, LLC | 新建仓 | $5.13万 |
| Integrated Wealth Concepts LLC | 新建仓 | $4.61万 |
| OSAIC HOLDINGS, INC. | 加仓 | $4.31万 |
| LPL Financial LLC | 加仓 | $3.30万 |
2026Q2 卖出最多
| Karpus Management, Inc. | 减仓 | -$55.26万 |
| UBS Group AG | 减仓 | -$41.77万 |
| WEDBUSH SECURITIES INC | 清仓 | -$24.00万 |
| Lido Advisors, LLC | 清仓 | -$17.17万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 清仓 | -$13.19万 |
| PFG Investments, LLC | 清仓 | -$12.85万 |
| CoreCap Advisors, LLC | 清仓 | -$9.25万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$7.24万 |
| Noble Wealth Management PBC | 减仓 | -$4.93万 |
| Dakota Wealth Management | 减仓 | -$3.84万 |
| GHP Investment Advisors, Inc. | 清仓 | -$3.19万 |
| Advisors Asset Management, Inc. | 减仓 | -$3.14万 |
| Twelve Points Wealth Management LLC | 减仓 | -$2.42万 |
| Closed-End Fund Advisors, Inc. | 减仓 | -$2.37万 |
| Larson Financial Group LLC | 清仓 | -$5,104 |
| Invesco Ltd. | 减仓 | -$3,725 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$1,600 |
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 |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10,962,663 | $1.40亿 | 2.66% | 89,025 | 加仓 |
| Karpus Management, Inc. | 4,654,677 | $5,957.99万 | 1.71% | -43,169 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,290,468 | $1,651.80万 | 0.00% | 20,727 | 加仓 |
| Atlas Wealth LLC | 1,100,004 | $1,408.01万 | 2.01% | 1,100,004 | 新建仓 |
| UBS Group AG | 707,959 | $906.19万 | 0.00% | -32,635 | 减仓 |
| MORGAN STANLEY | 627,001 | $802.56万 | 0.00% | 4,105 | 加仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $620.09万 | 0.30% | 0 | 不变 |
| ROYAL BANK OF CANADA | 417,457 | $534.30万 | 0.00% | 9,187 | 加仓 |
| STIFEL FINANCIAL CORP | 383,477 | $490.85万 | 0.00% | 11,981 | 加仓 |
| Advisors Asset Management, Inc. | 351,208 | $449.55万 | 0.07% | -2,454 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 300,777 | $384.99万 | 0.00% | 61,374 | 加仓 |
| RIVERBRIDGE PARTNERS LLC | 235,363 | $301.26万 | 0.08% | 1,886 | 加仓 |
| Noble Wealth Management PBC | 231,615 | $296.47万 | 1.33% | -3,855 | 减仓 |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | $284.66万 | 0.87% | 28,960 | 加仓 |
| FIRST TRUST ADVISORS LP | 203,462 | $260.43万 | 0.00% | 385 | 加仓 |
| LPL Financial LLC | 180,224 | $230.69万 | 0.00% | 2,579 | 加仓 |
| Closed-End Fund Advisors, Inc. | 118,848 | $152.13万 | 1.49% | -1,852 | 减仓 |
| Dakota Wealth Management | 77,835 | $99.63万 | 0.02% | -3,000 | 减仓 |
| Twelve Points Wealth Management LLC | 77,263 | $98.90万 | 0.20% | -1,887 | 减仓 |
| OSAIC HOLDINGS, INC. | 76,348 | $97.73万 | 0.00% | 3,369 | 加仓 |
| Focus Partners Wealth | 73,779 | $94.44万 | 0.00% | 0 | 不变 |
| RAYMOND JAMES FINANCIAL INC | 73,346 | $93.88万 | 0.00% | -5,653 | 减仓 |
| &PARTNERS | 56,376 | $72.16万 | 0.00% | 2,047 | 加仓 |
| Cetera Investment Advisers | 43,462 | $55.63万 | 0.00% | 5,733 | 加仓 |
| Invesco Ltd. | 42,333 | $54.19万 | 0.00% | -291 | 减仓 |
| Corient Private Wealth LP | 40,666 | $52.05万 | 0.00% | 10,666 | 加仓 |
| CHOREO, LLC | 30,101 | $38.53万 | 0.00% | 4,081 | 加仓 |
| Shaker Financial Services, LLC | 29,245 | $37.43万 | 0.12% | 17,291 | 加仓 |
| Summit Asset Management, LLC | 26,000 | $33.28万 | 0.04% | 0 | 不变 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $31.27万 | 0.00% | 0 | 不变 |
| Live Oak Private Wealth LLC | 21,670 | $27.74万 | 0.03% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 19,858 | $25.42万 | 0.00% | 172 | 加仓 |
| Mayflower Financial Advisors, LLC | 18,700 | $23.94万 | 0.02% | 0 | 不变 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,303 | $14.47万 | 0.00% | -125 | 重新持有 |
| Private Advisor Group, LLC | 11,039 | $14.13万 | 0.00% | 11,039 | 新建仓 |
| CITADEL ADVISORS LLC | 10,859 | $13.90万 | 0.00% | 10,859 | 新建仓 |
| Mariner, LLC | 10,001 | $12.80万 | 0.00% | 10,001 | 新建仓 |
| Arax Advisory Partners | 9,084 | $11.63万 | 0.00% | 9,084 | 新建仓 |
| FIFTH THIRD BANCORP | 4,446 | $5.69万 | 0.00% | 0 | 不变 |
| IFG Advisory, LLC | 4,009 | $5.13万 | 0.00% | 4,009 | 新建仓 |
| Integrated Wealth Concepts LLC | 3,600 | $4.61万 | 0.00% | 3,600 | 新建仓 |
| Mountain Hill Investment Partners Corp. | 3,333 | $4.27万 | 0.02% | 0 | 不变 |
| N.E.W. Advisory Services LLC | 357 | $4,570 | 0.00% | 0 | 不变 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3,840 | 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 🔒