HEDG SERIES PORTFOLIOS TR
EQUABLE SHARES H
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 | 39 | 11,188,417 | $3.36亿 | 7 | 19 | 9 | 4 | $1,520.08万 |
| 2026Q1 | 37 | 11,404,188 | $3.31亿 | 9 | 17 | 7 | 3 | $6,051.71万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Rockefeller Capital Management L.P. | 加仓 | $486.74万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $314.11万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $310.79万 |
| Steward Partners Investment Advisory, LLC | 新建仓 | $222.34万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $148.27万 |
| ENZI WEALTH | 加仓 | $125.43万 |
| Farther Finance Advisors, LLC | 新建仓 | $96.97万 |
| Platform Technology Partners | 加仓 | $79.02万 |
| Vise Technologies, Inc. | 加仓 | $76.68万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $57.01万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $56.43万 |
| Bramshill Investments, LLC | 加仓 | $55.39万 |
| Gotham Asset Management, LLC | 新建仓 | $33.68万 |
| NewEdge Advisors, LLC | 加仓 | $31.48万 |
| HighTower Advisors, LLC | 加仓 | $31.21万 |
| Darwin Wealth Management, LLC | 加仓 | $26.89万 |
| WELLS FARGO & COMPANY/MN | 新建仓 | $10.96万 |
| Plante Moran Financial Advisors, LLC | 新建仓 | $9.05万 |
| STIFEL FINANCIAL CORP | 加仓 | $7.28万 |
| Gladstone Institutional Advisory LLC | 加仓 | $5.89万 |
2026Q2 卖出最多
| UBS Group AG | 减仓 | -$488.13万 |
| Atria Investments, Inc | 清仓 | -$129.61万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$27.09万 |
| JANE STREET GROUP, LLC | 减仓 | -$11.54万 |
| OPPENHEIMER & CO INC | 减仓 | -$8.17万 |
| KLINGENSTEIN FIELDS & CO LP | 减仓 | -$5.42万 |
| Garden State Investment Advisory Services LLC | 减仓 | -$4.21万 |
| MORGAN STANLEY | 清仓 | -$2.85万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$6,330 |
| AE Wealth Management LLC | 清仓 | -$4,463 |
| Magnus Financial Group LLC | 减仓 | -$3,120 |
| CHAPIN DAVIS, INC. | 减仓 | -$2,160 |
| Robertson Stephens Wealth Management, LLC | 减仓 | -$1,170 |
| FMR LLC | 减仓 | -$300 |
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 2,685,759 | $8,057.28万 | 0.08% | 10,404 | 加仓 |
| UBS Group AG | 1,390,019 | $4,170.06万 | 0.01% | -162,709 | 减仓 |
| Rockefeller Capital Management L.P. | 951,354 | $2,854.06万 | 0.04% | 162,245 | 加仓 |
| ROYAL BANK OF CANADA | 866,449 | $2,599.30万 | 0.00% | 1,817 | 加仓 |
| ENZI WEALTH | 585,334 | $1,763.32万 | 5.58% | 41,635 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 567,283 | $1,701.85万 | 0.32% | 103,597 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 564,091 | $1,692.28万 | 0.16% | 104,702 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 547,895 | $1,643.69万 | 0.00% | 49,424 | 加仓 |
| Garden State Investment Advisory Services LLC | 534,795 | $1,604.38万 | 2.90% | -1,402 | 减仓 |
| Platform Technology Partners | 305,957 | $917.87万 | 1.50% | 26,340 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 261,089 | $783.27万 | 0.00% | 19,004 | 加仓 |
| Bramshill Investments, LLC | 227,986 | $683.96万 | 0.52% | 18,463 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 181,283 | $543.85万 | 0.09% | -211 | 重新持有 |
| Darwin Wealth Management, LLC | 181,283 | $543.85万 | 1.49% | 8,964 | 加仓 |
| STIFEL FINANCIAL CORP | 170,694 | $512.08万 | 0.00% | 2,428 | 加仓 |
| Gladstone Institutional Advisory LLC | 138,297 | $414.89万 | 0.13% | 1,965 | 加仓 |
| KLINGENSTEIN FIELDS & CO LP | 129,299 | $387.90万 | 0.14% | -1,807 | 减仓 |
| NewEdge Advisors, LLC | 126,407 | $379.22万 | 0.01% | 10,494 | 加仓 |
| Vise Technologies, Inc. | 119,385 | $358.15万 | 0.04% | 25,561 | 加仓 |
| CHAPIN DAVIS, INC. | 93,778 | $281.33万 | 0.49% | -72 | 减仓 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 92,945 | $278.83万 | 1.13% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 74,115 | $222.34万 | 0.01% | 74,115 | 新建仓 |
| Magnus Financial Group LLC | 70,346 | $211.04万 | 0.15% | -104 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 60,421 | $181.26万 | 0.00% | 192 | 加仓 |
| OPPENHEIMER & CO INC | 57,246 | $171.74万 | 0.02% | -2,722 | 减仓 |
| BLAIR WILLIAM & CO/IL | 47,004 | $141.01万 | 0.00% | 59 | 加仓 |
| Janney Montgomery Scott LLC | 46,199 | $138.60万 | 0.00% | 20 | 加仓 |
| Farther Finance Advisors, LLC | 32,325 | $96.97万 | 0.01% | 32,325 | 新建仓 |
| OLD MISSION CAPITAL LLC | 18,810 | $56.43万 | 0.01% | 18,810 | 新建仓 |
| Baird Financial Group, Inc. | 16,111 | $48.33万 | 0.00% | 0 | 不变 |
| JANE STREET GROUP, LLC | 11,473 | $34.42万 | 0.00% | -3,847 | 减仓 |
| Gotham Asset Management, LLC | 11,228 | $33.68万 | 0.00% | 11,228 | 新建仓 |
| Robertson Stephens Wealth Management, LLC | 7,166 | $21.50万 | 0.01% | -39 | 减仓 |
| FIFTH THIRD BANCORP | 6,400 | $19.20万 | 0.00% | 1,045 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,655 | $10.96万 | 0.00% | 3,655 | 新建仓 |
| Plante Moran Financial Advisors, LLC | 3,018 | $9.05万 | 0.00% | 3,018 | 新建仓 |
| TSFG, LLC | 1,281 | $3.80万 | 0.00% | 1,281 | 新建仓 |
| CALDWELL SUTTER CAPITAL, INC. | 200 | $6,000 | 0.00% | 0 | 不变 |
| FMR LLC | 37 | $1,110 | 0.00% | -10 | 减仓 |
内部人交易（Form 4）
HEDG 董事、高管和大股东的最新买卖申报。专业版可看 🔒