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 🔒 | ||||||||
2026Q1 买入最多
| ELEVATION POINT WEALTH PARTNERS, LLC | 新建仓 | $1,343.76万 |
| Vestmark Advisory Solutions, Inc. | 新建仓 | $1,331.31万 |
| HighTower Advisors, LLC | 加仓 | $1,017.33万 |
| Rockefeller Capital Management L.P. | 加仓 | $567.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $495.44万 |
| ROYAL BANK OF CANADA | 加仓 | $431.49万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $406.07万 |
| KLINGENSTEIN FIELDS & CO LP | 加仓 | $310.10万 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 新建仓 | $269.35万 |
| JOURNEY STRATEGIC WEALTH LLC | 加仓 | $208.10万 |
| ENZI WEALTH | 加仓 | $119.11万 |
| Janney Montgomery Scott LLC | 加仓 | $55.74万 |
| JANE STREET GROUP, LLC | 新建仓 | $44.40万 |
| STIFEL FINANCIAL CORP | 加仓 | $39.68万 |
| CHAPIN DAVIS, INC. | 加仓 | $37.87万 |
| Gladstone Institutional Advisory LLC | 加仓 | $30.37万 |
| NewEdge Advisors, LLC | 加仓 | $28.69万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $27.09万 |
| OPPENHEIMER & CO INC | 加仓 | $20.48万 |
| FIFTH THIRD BANCORP | 新建仓 | $15.52万 |
2026Q1 卖出最多
| UBS Group AG | 减仓 | -$647.40万 |
| Darwin Wealth Management, LLC | 减仓 | -$41.09万 |
| Quantinno Capital Management LP | 清仓 | -$30.12万 |
| JPMORGAN CHASE & CO | 清仓 | -$15.50万 |
| BLAIR WILLIAM & CO/IL | 减仓 | -$15.18万 |
| Garden State Investment Advisory Services LLC | 减仓 | -$13.03万 |
| Atria Investments, Inc | 减仓 | -$2.03万 |
| CWM, LLC | 减仓 | -$1.24万 |
| JONES FINANCIAL COMPANIES LLLP | 清仓 | -$9,035 |
| Magnus Financial Group LLC | 减仓 | -$8,433 |
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 2,675,355 | $7,753.27万 | 0.08% | 351,043 | 加仓 |
| UBS Group AG | 1,552,728 | $4,499.81万 | 0.01% | -223,395 | 减仓 |
| JOURNEY STRATEGIC WEALTH LLC | 901,723 | $2,613.19万 | 0.65% | 71,809 | 加仓 |
| ROYAL BANK OF CANADA | 864,632 | $2,505.70万 | 0.00% | 148,894 | 加仓 |
| Rockefeller Capital Management L.P. | 789,109 | $2,286.84万 | 0.04% | 195,747 | 加仓 |
| ENZI WEALTH | 543,699 | $1,575.64万 | 5.47% | 41,101 | 加仓 |
| Garden State Investment Advisory Services LLC | 536,197 | $1,554.48万 | 3.42% | -4,496 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 498,471 | $1,444.57万 | 0.00% | 170,960 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 463,686 | $1,343.76万 | 0.31% | 463,686 | 新建仓 |
| Vestmark Advisory Solutions, Inc. | 459,389 | $1,331.31万 | 0.15% | 459,389 | 新建仓 |
| Platform Technology Partners | 279,617 | $810.33万 | 1.56% | 3,692 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 242,085 | $701.56万 | 0.00% | 140,122 | 加仓 |
| Bramshill Investments, LLC | 209,523 | $607.20万 | 0.52% | 0 | 不变 |
| Darwin Wealth Management, LLC | 172,319 | $499.38万 | 1.56% | -14,180 | 减仓 |
| STIFEL FINANCIAL CORP | 168,266 | $487.64万 | 0.00% | 13,691 | 加仓 |
| Gladstone Institutional Advisory LLC | 136,332 | $395.09万 | 0.15% | 10,478 | 加仓 |
| KLINGENSTEIN FIELDS & CO LP | 131,106 | $379.95万 | 0.15% | 107,004 | 加仓 |
| NewEdge Advisors, LLC | 115,913 | $335.92万 | 0.01% | 9,899 | 加仓 |
| Vise Technologies, Inc. | 93,824 | $275.23万 | 0.05% | 0 | 不变 |
| CHAPIN DAVIS, INC. | 93,850 | $271.98万 | 0.61% | 13,066 | 加仓 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 92,945 | $269.35万 | 1.25% | 92,945 | 新建仓 |
| Magnus Financial Group LLC | 70,450 | $204.16万 | 0.17% | -291 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 60,229 | $174.54万 | 0.00% | 1,813 | 加仓 |
| OPPENHEIMER & CO INC | 59,968 | $173.79万 | 0.02% | 7,068 | 加仓 |
| BLAIR WILLIAM & CO/IL | 46,945 | $136.05万 | 0.00% | -5,237 | 减仓 |
| Janney Montgomery Scott LLC | 46,179 | $133.80万 | 0.00% | 19,237 | 加仓 |
| Atria Investments, Inc | 44,724 | $129.61万 | 0.01% | -700 | 减仓 |
| Baird Financial Group, Inc. | 16,111 | $46.69万 | 0.00% | 0 | 不变 |
| JANE STREET GROUP, LLC | 15,320 | $44.40万 | 0.00% | 15,320 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,348 | $27.09万 | 0.00% | 9,348 | 新建仓 |
| Robertson Stephens Wealth Management, LLC | 7,205 | $20.88万 | 0.01% | 0 | 不变 |
| FIFTH THIRD BANCORP | 5,355 | $15.52万 | 0.00% | 5,355 | 新建仓 |
| MORGAN STANLEY | 984 | $2.85万 | 0.00% | 984 | 新建仓 |
| CWM, LLC | 200 | $5,796 | 0.00% | -427 | 减仓 |
| CALDWELL SUTTER CAPITAL, INC. | 200 | $5,796 | 0.00% | 200 | 新建仓 |
| AE Wealth Management LLC | 154 | $4,463 | 0.00% | 154 | 新建仓 |
| FMR LLC | 47 | $1,362 | 0.00% | 11 | 加仓 |
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 🔒