FOXY SIMPLIFY EXCHANGE TRADED FUN
CURRENCY STRATEG
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 | 46 | 4,890,575 | $1.46亿 | 15 | 21 | 6 | 2 | $5,625.93万 |
| 2026Q1 | 31 | 3,011,817 | $8,806.54万 | 9 | 18 | 3 | 0 | $4,337.53万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Elevated Capital Advisors, LLC | 新建仓 | $713.25万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $657.90万 |
| BNP PARIBAS FINANCIAL MARKETS | 加仓 | $516.63万 |
| PRINCIPAL SECURITIES, INC. | 重新持有 | $426.46万 |
| AE Wealth Management LLC | 加仓 | $307.63万 |
| Encompass More Asset Management | 加仓 | $301.88万 |
| CITIGROUP INC | 加仓 | $233.92万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $225.77万 |
| CreativeOne Wealth, LLC | 加仓 | $180.23万 |
| Key Capital Management, INC | 加仓 | $161.34万 |
| Park Edge Advisors, LLC | 加仓 | $147.80万 |
| HOWARD BAILEY SECURITIES, LLC | 加仓 | $115.67万 |
| MATHER GROUP, LLC. | 新建仓 | $109.31万 |
| Pekin Hardy Strauss, Inc. | 加仓 | $104.24万 |
| B.O.S.S. Retirement Advisors, LLC | 加仓 | $83.64万 |
| FSA Advisors, Inc. | 加仓 | $64.16万 |
| Belpointe Asset Management LLC | 新建仓 | $56.29万 |
| Blackston Financial Advisory Group, LLC | 加仓 | $47.63万 |
| WealthCare Asset Management, LLC | 新建仓 | $38.47万 |
| Altiora Financial Group, LLC | 新建仓 | $38.24万 |
2026Q1 卖出最多
| POM Investment Strategies, LLC | 减仓 | -$333.24万 |
| Beacon Capital Management, LLC | 减仓 | -$11.86万 |
| Sound Income Strategies, LLC | 减仓 | -$1.83万 |
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 512,020 | $1,497.15万 | 0.08% | 105,207 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 426,687 | $1,247.63万 | 0.01% | 176,687 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 276,000 | $807.02万 | 0.00% | 225,000 | 加仓 |
| Elevated Capital Advisors, LLC | 243,929 | $713.25万 | 1.80% | 243,929 | 新建仓 |
| CITIGROUP INC | 177,600 | $519.30万 | 0.00% | 80,000 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 146,122 | $427.26万 | 0.06% | 145,847 | 重新持有 |
| Key Capital Management, INC | 135,453 | $396.06万 | 2.62% | 55,179 | 加仓 |
| Encompass More Asset Management | 130,010 | $380.15万 | 0.64% | 103,242 | 加仓 |
| Park Edge Advisors, LLC | 128,359 | $375.32万 | 0.87% | 50,547 | 加仓 |
| CreativeOne Wealth, LLC | 111,364 | $325.63万 | 0.08% | 61,640 | 加仓 |
| HOWARD BAILEY SECURITIES, LLC | 103,529 | $302.72万 | 1.24% | 39,558 | 加仓 |
| B.O.S.S. Retirement Advisors, LLC | 79,799 | $233.33万 | 0.71% | 28,605 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 77,211 | $225.77万 | 0.00% | 77,211 | 新建仓 |
| Pekin Hardy Strauss, Inc. | 74,790 | $218.69万 | 0.23% | 35,650 | 加仓 |
| FSA Advisors, Inc. | 70,422 | $205.91万 | 1.36% | 21,943 | 加仓 |
| Beacon Capital Management, LLC | 56,005 | $163.76万 | 0.29% | -4,057 | 减仓 |
| Authentikos Wealth Advisory, LLC | 51,917 | $151.80万 | 1.02% | 12,601 | 加仓 |
| Blackston Financial Advisory Group, LLC | 40,922 | $119.66万 | 0.75% | 16,290 | 加仓 |
| MATHER GROUP, LLC. | 37,382 | $109.31万 | 0.01% | 37,382 | 新建仓 |
| Networth Advisors, LLC | 30,089 | $87.98万 | 0.62% | 12,748 | 加仓 |
| CWM, LLC | 19,892 | $58.16万 | 0.00% | 11,602 | 加仓 |
| Belpointe Asset Management LLC | 19,252 | $56.29万 | 0.02% | 19,252 | 新建仓 |
| WealthCare Asset Management, LLC | 13,155 | $38.47万 | 0.41% | 13,155 | 新建仓 |
| Altiora Financial Group, LLC | 13,077 | $38.24万 | 0.06% | 13,077 | 新建仓 |
| Summit Global Investments | 10,954 | $32.00万 | 0.02% | 10,954 | 新建仓 |
| Decker Retirement Planning Inc. | 8,951 | $26.17万 | 0.12% | 2,014 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,815 | $22.85万 | 0.00% | 170 | 加仓 |
| POM Investment Strategies, LLC | 6,204 | $18.14万 | 0.23% | -113,966 | 减仓 |
| LANARK FINANCIAL, INC. | 2,547 | $7.45万 | 0.01% | 2,547 | 新建仓 |
| Sound Income Strategies, LLC | 315 | $9,422 | 0.00% | -611 | 减仓 |
| Realta Investment Advisors | 45 | $1,316 | 0.00% | 45 | 新建仓 |
内部人交易（Form 4）
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