FPAG INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
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 | 50 | 11,617,324 | $4.66亿 | 8 | 29 | 7 | 4 | $1,797.22万 |
| 2026Q1 | 46 | 11,209,672 | $4.07亿 | 12 | 23 | 5 | 0 | $1.81亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Mesirow Financial Investment Management, Inc. | 加仓 | $9,917.73万 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 新建仓 | $9,246.53万 |
| Goldstone Financial Group, LLC | 新建仓 | $808.02万 |
| JANE STREET GROUP, LLC | 重新持有 | $785.64万 |
| Allegheny Financial Group | 加仓 | $328.52万 |
| CITADEL ADVISORS LLC | 新建仓 | $305.11万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $304.66万 |
| New England Private Wealth Advisors LLC | 加仓 | $177.90万 |
| ECLECTIC ASSOCIATES INC /ADV | 加仓 | $157.63万 |
| NavPoint Financial, Inc. | 加仓 | $156.56万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $112.96万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $106.72万 |
| SHP Wealth Management | 新建仓 | $90.77万 |
| Stratos Wealth Partners, LTD. | 加仓 | $89.76万 |
| LPL Financial LLC | 加仓 | $80.19万 |
| CERTIOR FINANCIAL GROUP, LLC | 加仓 | $47.33万 |
| Good Harbor Advisors, Inc. | 新建仓 | $40.75万 |
| Bank of New York Mellon Corp | 加仓 | $39.63万 |
| &PARTNERS | 加仓 | $37.60万 |
| DAVENPORT & Co LLC | 新建仓 | $36.62万 |
2026Q1 卖出最多
| Tanglewood Wealth Management, Inc. | 减仓 | -$3,767.91万 |
| Verum Partners LLC | 减仓 | -$927.52万 |
| Compass Ion Advisors, LLC | 减仓 | -$166.46万 |
| Mills Wealth Advisors LLC | 减仓 | -$87.91万 |
| HAZLETT, BURT & WATSON, INC. | 减仓 | -$3,706 |
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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 4,363,542 | $1.58亿 | 2.56% | 2,733,666 | 加仓 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2,548,657 | $9,246.53万 | 4.98% | 2,548,657 | 新建仓 |
| Verum Partners LLC | 698,058 | $2,532.55万 | 4.81% | -255,656 | 减仓 |
| Bank of New York Mellon Corp | 543,992 | $1,973.60万 | 0.00% | 10,922 | 加仓 |
| NavPoint Financial, Inc. | 402,838 | $1,461.50万 | 5.91% | 43,154 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 311,853 | $1,131.40万 | 0.00% | 31,135 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 276,249 | $1,001.96万 | 1.33% | 43,459 | 加仓 |
| New England Private Wealth Advisors LLC | 260,241 | $944.15万 | 1.09% | 49,034 | 加仓 |
| JANE STREET GROUP, LLC | 245,245 | $889.75万 | 0.00% | 216,549 | 重新持有 |
| Goldstone Financial Group, LLC | 222,718 | $808.02万 | 0.88% | 222,718 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 202,395 | $734.29万 | 0.00% | 29,415 | 加仓 |
| Allegheny Financial Group | 145,494 | $527.85万 | 0.71% | 90,551 | 加仓 |
| DEMMING FINANCIAL SERVICES CORP /ADV | 103,816 | $376.65万 | 2.73% | 3,201 | 加仓 |
| Argent Trust Co | 101,149 | $366.97万 | 0.12% | 927 | 加仓 |
| CITADEL ADVISORS LLC | 84,098 | $305.11万 | 0.00% | 84,098 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,976 | $304.66万 | 0.00% | 83,976 | 新建仓 |
| Private Advisor Group, LLC | 77,903 | $282.63万 | 0.01% | 6,937 | 加仓 |
| Onyx Bridge Wealth Group LLC | 72,762 | $263.98万 | 0.28% | 3,244 | 加仓 |
| Compass Ion Advisors, LLC | 59,642 | $216.38万 | 0.21% | -45,881 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 51,558 | $187.10万 | 0.00% | 5,038 | 加仓 |
| Stratos Wealth Partners, LTD. | 50,813 | $184.35万 | 0.02% | 24,741 | 加仓 |
| Tanglewood Wealth Management, Inc. | 47,179 | $171.17万 | 0.14% | -1,038,563 | 减仓 |
| &PARTNERS | 37,663 | $136.64万 | 0.01% | 10,365 | 加仓 |
| LPL Financial LLC | 27,737 | $100.63万 | 0.00% | 22,104 | 加仓 |
| SHP Wealth Management | 25,019 | $90.77万 | 0.07% | 25,019 | 新建仓 |
| Mills Wealth Advisors LLC | 24,800 | $89.97万 | 0.31% | -24,231 | 减仓 |
| CERTIOR FINANCIAL GROUP, LLC | 23,248 | $84.35万 | 0.54% | 13,046 | 加仓 |
| Equitable Holdings, Inc. | 13,768 | $49.95万 | 0.00% | 1,484 | 加仓 |
| Good Harbor Advisors, Inc. | 11,231 | $40.75万 | 0.44% | 11,231 | 新建仓 |
| Lakeside Advisors, INC. | 10,600 | $38.46万 | 0.26% | 1,000 | 加仓 |
| US BANCORP \DE\ | 10,400 | $37.73万 | 0.00% | 0 | 不变 |
| DAVENPORT & Co LLC | 10,094 | $36.62万 | 0.00% | 10,094 | 新建仓 |
| DKM Wealth Management, Inc. | 9,554 | $34.66万 | 0.25% | 3,884 | 加仓 |
| Joel Isaacson & Co., LLC | 7,823 | $28.38万 | 0.01% | 0 | 不变 |
| Retirement Planning Group, LLC | 7,637 | $27.71万 | 0.01% | 7,637 | 新建仓 |
| OSAIC HOLDINGS, INC. | 6,779 | $24.59万 | 0.00% | 2,980 | 加仓 |
| MCDONALD PARTNERS LLC | 6,500 | $23.58万 | 0.06% | 0 | 不变 |
| Cresset Asset Management, LLC | 6,215 | $22.55万 | 0.00% | 0 | 不变 |
| HighTower Advisors, LLC | 5,795 | $21.02万 | 0.00% | 5,795 | 新建仓 |
| PNC Financial Services Group, Inc. | 3,484 | $12.64万 | 0.00% | 3,484 | 新建仓 |
| FIFTH THIRD BANCORP | 2,791 | $10.13万 | 0.00% | 2,791 | 新建仓 |
| PRIVATE TRUST CO NA | 2,000 | $7.26万 | 0.01% | 0 | 不变 |
| HAZLETT, BURT & WATSON, INC. | 1,211 | $4.40万 | 0.01% | -102 | 减仓 |
| HARBOR INVESTMENT ADVISORY, LLC | 615 | $2.23万 | 0.00% | 300 | 加仓 |
| Mowery & Schoenfeld Wealth Management, LLC | 500 | $1.81万 | 0.03% | 200 | 加仓 |
| Spire Wealth Management | 30 | $1,088 | 0.00% | 30 | 新建仓 |
内部人交易（Form 4）
FPAG 董事、高管和大股东的最新买卖申报。专业版可看 🔒