HBTA HORIZON FDS
EXPEDITION PLUS
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 | 24 | 7,611,928 | $2.49亿 | 5 | 7 | 11 | 2 | $8,871.98万 |
| 2026Q1 | 21 | 4,912,608 | $1.32亿 | 5 | 9 | 6 | 5 | $2,887.25万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Foundations Investment Advisors, LLC | 新建仓 | $8,226.04万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $840.88万 |
| LPL Financial LLC | 加仓 | $123.99万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $56.89万 |
| AE Wealth Management LLC | 新建仓 | $16.20万 |
| Bank of New York Mellon Corp | 加仓 | $11.46万 |
| Cetera Investment Advisers | 加仓 | $8.37万 |
| US BANCORP \DE\ | 新建仓 | $5.77万 |
| Silver Grove Financial Group, Inc. | 新建仓 | $5.54万 |
| OSAIC HOLDINGS, INC. | 加仓 | $3.31万 |
| UBS Group AG | 加仓 | $2.98万 |
| SITTNER & NELSON, LLC | 新建仓 | $4,250 |
2026Q2 卖出最多
| Ascentis Independent Advisors | 清仓 | -$216.40万 |
| Horizon Investments, LLC | 减仓 | -$93.25万 |
| MORGAN STANLEY | 减仓 | -$62.35万 |
| Golden State Wealth Management, LLC | 减仓 | -$15.43万 |
| Brookwood Investment Group LLC | 减仓 | -$14.09万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$9.46万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$7.15万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$4.60万 |
| ROYAL BANK OF CANADA | 减仓 | -$3.12万 |
| CERTIOR FINANCIAL GROUP, LLC | 减仓 | -$3.07万 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 减仓 | -$5,884 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$2,598 |
| Ausdal Financial Partners, Inc. | 减仓 | -$883 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
HBTA 董事、高管和大股东的最新买卖申报。专业版可看 🔒