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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 重新持有 | $2,270.66万 |
| Ascentis Independent Advisors | 新建仓 | $216.40万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $208.91万 |
| Cetera Investment Advisers | 加仓 | $163.33万 |
| Golden State Wealth Management, LLC | 新建仓 | $160.37万 |
| Bank of New York Mellon Corp | 加仓 | $78.67万 |
| MORGAN STANLEY | 新建仓 | $51.18万 |
| Horizon Investments, LLC | 加仓 | $27.35万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $15.62万 |
| Orion Porfolio Solutions, LLC | 加仓 | $6.90万 |
| OSAIC HOLDINGS, INC. | 加仓 | $6.76万 |
| Brookwood Investment Group LLC | 加仓 | $6.48万 |
| ROYAL BANK OF CANADA | 加仓 | $2.61万 |
| WELLS FARGO & COMPANY/MN | 新建仓 | $2,598 |
| Smartleaf Asset Management LLC | 新建仓 | $668 |
2026Q1 卖出最多
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$230.22万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$50.80万 |
| HBW ADVISORY SERVICES LLC | 清仓 | -$15.17万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$12.03万 |
| JPMORGAN CHASE & CO | 清仓 | -$11.50万 |
| CERTIOR FINANCIAL GROUP, LLC | 减仓 | -$3.52万 |
| Kestra Advisory Services, LLC | 清仓 | -$3.19万 |
| UBS Group AG | 减仓 | -$1.06万 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 减仓 | -$4,044 |
| Allworth Financial LP | 清仓 | -$3,767 |
| Ausdal Financial Partners, Inc. | 减仓 | -$562 |
2026Q1 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 🔒