HEGD LISTED FDS TR
SWAN HEDGED EQTY
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 | 84 | 19,565,102 | $5.21亿 | 7 | 37 | 21 | 4 | $4,582.72万 |
| 2026Q1 | 80 | 22,047,349 | $5.45亿 | 10 | 33 | 25 | 8 | $3,371.79万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $803.50万 |
| Ethos Financial Group, LLC | 新建仓 | $702.48万 |
| Taylor Securities Services, Inc. | 加仓 | $543.17万 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 加仓 | $379.22万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $359.38万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 加仓 | $312.31万 |
| LPL Financial LLC | 加仓 | $283.29万 |
| Blueprint Investment Partners LLC | 加仓 | $271.64万 |
| Blueprint Financial Advisors LLC | 加仓 | $245.55万 |
| WORLD EQUITY GROUP, INC. | 加仓 | $182.93万 |
| Legacy CG, LLC | 加仓 | $172.15万 |
| Financial Designs Corp | 加仓 | $163.40万 |
| Beacon Pointe Advisors, LLC | 加仓 | $153.63万 |
| Inspire Advisors, LLC | 加仓 | $134.25万 |
| MY Wealth Management Inc. | 重新持有 | $120.40万 |
| J.W. COLE ADVISORS, INC. | 加仓 | $108.19万 |
| Marshall & Sterling Wealth Advisors Inc. | 加仓 | $101.07万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $84.83万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $82.60万 |
| Integrated Wealth Concepts LLC | 加仓 | $61.84万 |
2026Q2 卖出最多
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$272.79万 |
| VISTA INVESTMENT PARTNERS II, LLC | 清仓 | -$193.00万 |
| Independent Advisor Alliance | 清仓 | -$136.65万 |
| Avior Wealth Management, LLC | 减仓 | -$113.31万 |
| Baird Financial Group, Inc. | 减仓 | -$91.76万 |
| Swan Global Investments, LLC | 减仓 | -$60.66万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$48.34万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$30.44万 |
| NewEdge Advisors, LLC | 减仓 | -$27.01万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$24.71万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$22.10万 |
| Equitable Holdings, Inc. | 清仓 | -$20.80万 |
| CreativeOne Wealth, LLC | 减仓 | -$14.35万 |
| Thompson David Blair | 减仓 | -$13.59万 |
| CHILTON CAPITAL MANAGEMENT LLC | 减仓 | -$7.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$6.96万 |
| Kingsview Wealth Management, LLC | 减仓 | -$3.22万 |
| Prosperity Financial Group, Inc. | 减仓 | -$2.97万 |
| WCG Wealth Advisors LLC | 减仓 | -$2.82万 |
| Mutual Advisors, LLC | 减仓 | -$1.33万 |
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 |
|---|---|---|---|---|---|
| Taylor Securities Services, Inc. | 2,360,663 | $6,293.53万 | 25.59% | 203,739 | 加仓 |
| Blueprint Investment Partners LLC | 1,658,700 | $4,422.09万 | 3.69% | 101,890 | 加仓 |
| Swan Global Investments, LLC | 1,569,429 | $4,184.10万 | 1.24% | -22,752 | 减仓 |
| LPL Financial LLC | 1,518,861 | $4,049.28万 | 0.01% | 106,261 | 加仓 |
| NewEdge Advisors, LLC | 1,397,996 | $3,727.06万 | 0.11% | -10,131 | 减仓 |
| Blueprint Financial Advisors LLC | 857,002 | $2,284.77万 | 2.54% | 92,103 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 845,273 | $2,253.50万 | 0.01% | -11,416 | 减仓 |
| Legacy CG, LLC | 751,283 | $2,002.92万 | 5.13% | 64,571 | 加仓 |
| Beacon Pointe Advisors, LLC | 650,777 | $1,734.97万 | 0.08% | 57,625 | 加仓 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 630,722 | $1,681.50万 | 2.45% | 142,243 | 加仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 623,845 | $1,663.17万 | 0.08% | -102,323 | 减仓 |
| Financial Designs Corp | 607,632 | $1,619.95万 | 8.68% | 61,290 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 582,132 | $1,552.00万 | 0.02% | 301,382 | 加仓 |
| Avior Wealth Management, LLC | 533,624 | $1,422.64万 | 0.37% | -42,501 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 488,134 | $1,301.37万 | 0.00% | 30,984 | 加仓 |
| MY Wealth Management Inc. | 429,643 | $1,145.43万 | 8.07% | 45,160 | 重新持有 |
| Ausdal Financial Partners, Inc. | 376,676 | $1,004.22万 | 0.39% | 7,099 | 加仓 |
| Atria Investments, Inc | 331,070 | $882.63万 | 0.09% | 10,156 | 加仓 |
| Spartan Planning & Wealth Management | 308,649 | $822.86万 | 5.48% | 13,679 | 加仓 |
| RETIREMENT GUYS FORMULA LLC | 294,582 | $785.36万 | 2.96% | 5,447 | 加仓 |
| Inspire Advisors, LLC | 282,321 | $752.67万 | 0.52% | 50,355 | 加仓 |
| Ethos Financial Group, LLC | 267,815 | $702.48万 | 0.47% | 267,815 | 新建仓 |
| J.W. COLE ADVISORS, INC. | 212,929 | $567.67万 | 0.10% | 40,581 | 加仓 |
| Marshall & Sterling Wealth Advisors Inc. | 189,652 | $505.61万 | 2.99% | 37,911 | 加仓 |
| STIFEL FINANCIAL CORP | 152,252 | $405.90万 | 0.00% | 17,401 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 134,801 | $359.38万 | 0.00% | 134,801 | 新建仓 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 126,259 | $336.59万 | 0.23% | 117,150 | 加仓 |
| LaSalle St. Investment Advisors, LLC | 107,561 | $286.76万 | 0.35% | 473 | 加仓 |
| WORLD EQUITY GROUP, INC. | 102,912 | $274.36万 | 0.61% | 68,615 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 85,690 | $228.45万 | 0.00% | -2,612 | 减仓 |
| Thompson David Blair | 82,627 | $220.28万 | 1.10% | -5,098 | 减仓 |
| SENTINEL PENSION ADVISORS, LLC | 76,700 | $204.18万 | 0.27% | 7,981 | 加仓 |
| Barnes Wealth Management Group, Inc | 58,135 | $154.99万 | 0.72% | 4,687 | 加仓 |
| Camarda Financial Advisors, LLC | 54,228 | $144.57万 | 0.44% | 2,521 | 加仓 |
| Integrated Wealth Concepts LLC | 44,190 | $117.81万 | 0.01% | 23,195 | 加仓 |
| Kingsview Wealth Management, LLC | 43,526 | $116.04万 | 0.01% | -1,209 | 减仓 |
| Private Advisor Group, LLC | 42,611 | $113.60万 | 0.01% | 3,167 | 加仓 |
| Baird Financial Group, Inc. | 41,690 | $111.15万 | 0.00% | -34,420 | 减仓 |
| INTEGRITY ALLIANCE, LLC. | 40,570 | $108.16万 | 0.03% | 56 | 加仓 |
| CHILTON CAPITAL MANAGEMENT LLC | 38,060 | $101.47万 | 0.03% | -2,633 | 减仓 |
| Regal Investment Advisors LLC | 35,188 | $93.81万 | 0.05% | 4,712 | 加仓 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 34,233 | $91.27万 | 0.43% | 1,446 | 加仓 |
| OLD MISSION CAPITAL LLC | 31,820 | $84.83万 | 0.01% | 31,820 | 新建仓 |
| Vise Technologies, Inc. | 29,268 | $78.03万 | 0.01% | 19,415 | 加仓 |
| Cetera Investment Advisers | 29,136 | $77.68万 | 0.00% | 3,051 | 加仓 |
| Momentum Wealth Planning, LLC | 29,107 | $77.60万 | 0.57% | -100 | 减仓 |
| OSAIC HOLDINGS, INC. | 28,303 | $75.46万 | 0.00% | 14,394 | 加仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 26,406 | $70.40万 | 0.01% | -148 | 减仓 |
| MML INVESTORS SERVICES, LLC | 26,015 | $69.36万 | 0.00% | -9,268 | 减仓 |
| CreativeOne Wealth, LLC | 23,385 | $62.34万 | 0.01% | -5,384 | 减仓 |
内部人交易（Form 4）
HEGD 董事、高管和大股东的最新买卖申报。专业版可看 🔒