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 🔒 | ||||||||
2026Q1 买入最多
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 新建仓 | $1,793.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,768.60万 |
| CWM, LLC | 加仓 | $1,715.75万 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 加仓 | $655.51万 |
| Inspire Advisors, LLC | 新建仓 | $572.96万 |
| Taylor Securities Services, Inc. | 加仓 | $426.30万 |
| J.W. COLE ADVISORS, INC. | 加仓 | $354.30万 |
| LPL Financial LLC | 加仓 | $332.80万 |
| Beacon Pointe Advisors, LLC | 加仓 | $247.01万 |
| VISTA INVESTMENT PARTNERS II, LLC | 新建仓 | $193.00万 |
| Independent Advisor Alliance | 新建仓 | $136.65万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $128.27万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $99.35万 |
| Blueprint Financial Advisors LLC | 加仓 | $76.50万 |
| Regal Investment Advisors LLC | 新建仓 | $75.28万 |
| Momentum Wealth Planning, LLC | 新建仓 | $72.14万 |
| Cetera Investment Advisers | 新建仓 | $64.43万 |
| Mutual Advisors, LLC | 新建仓 | $55.10万 |
| Ausdal Financial Partners, Inc. | 加仓 | $53.93万 |
| SENTINEL PENSION ADVISORS, LLC | 加仓 | $49.11万 |
2026Q1 卖出最多
| Swan Global Investments, LLC | 减仓 | -$3,013.54万 |
| FRANKLIN RESOURCES INC | 清仓 | -$1,295.14万 |
| NewEdge Advisors, LLC | 减仓 | -$422.54万 |
| Thompson David Blair | 减仓 | -$289.41万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$212.56万 |
| Spartan Planning & Wealth Management | 减仓 | -$138.92万 |
| PRIVATE TRUST CO NA | 减仓 | -$117.58万 |
| Csenge Advisory Group | 清仓 | -$78.96万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$47.19万 |
| GTS SECURITIES LLC | 清仓 | -$38.98万 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 减仓 | -$33.06万 |
| Hilltop Holdings Inc. | 清仓 | -$30.07万 |
| RETIREMENT GUYS FORMULA LLC | 减仓 | -$23.58万 |
| IHT Wealth Management, LLC | 清仓 | -$22.59万 |
| JOURNEY STRATEGIC WEALTH LLC | 清仓 | -$22.26万 |
| Blueprint Investment Partners LLC | 减仓 | -$19.08万 |
| Advisor Resource Council | 减仓 | -$13.92万 |
| Park Square Financial Group, LLC | 减仓 | -$12.42万 |
| VestGen Advisors, LLC | 减仓 | -$9.07万 |
| Private Advisor Group, LLC | 减仓 | -$8.23万 |
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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,586,482 | $1.13亿 | 0.30% | 694,636 | 加仓 |
| Taylor Securities Services, Inc. | 2,156,924 | $5,327.60万 | 24.87% | 172,590 | 加仓 |
| Swan Global Investments, LLC | 1,592,181 | $3,932.69万 | 1.31% | -1,220,057 | 减仓 |
| Blueprint Investment Partners LLC | 1,556,810 | $3,845.32万 | 3.92% | -7,726 | 减仓 |
| LPL Financial LLC | 1,412,600 | $3,489.12万 | 0.01% | 134,736 | 加仓 |
| NewEdge Advisors, LLC | 1,408,127 | $3,478.08万 | 0.13% | -171,067 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 856,689 | $2,116.02万 | 0.01% | 716,030 | 加仓 |
| Blueprint Financial Advisors LLC | 764,899 | $1,889.30万 | 2.80% | 30,972 | 加仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 726,168 | $1,793.63万 | 0.09% | 726,168 | 新建仓 |
| Legacy CG, LLC | 686,712 | $1,696.18万 | 4.71% | 14,742 | 加仓 |
| Beacon Pointe Advisors, LLC | 593,152 | $1,465.09万 | 0.08% | 100,005 | 加仓 |
| Avior Wealth Management, LLC | 576,125 | $1,423.03万 | 0.40% | 11,391 | 加仓 |
| Financial Designs Corp | 546,342 | $1,349.46万 | 7.51% | 189 | 加仓 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 488,479 | $1,206.54万 | 2.03% | 265,389 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 457,150 | $1,129.16万 | 0.00% | 51,930 | 加仓 |
| Ausdal Financial Partners, Inc. | 369,577 | $912.86万 | 0.41% | 21,834 | 加仓 |
| Atria Investments, Inc | 320,914 | $792.66万 | 0.09% | 17,564 | 加仓 |
| Spartan Planning & Wealth Management | 294,970 | $728.58万 | 5.39% | -56,243 | 减仓 |
| RETIREMENT GUYS FORMULA LLC | 289,135 | $714.16万 | 3.28% | -9,546 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 280,750 | $693.50万 | 0.02% | 40,221 | 加仓 |
| Inspire Advisors, LLC | 231,966 | $572.96万 | 0.47% | 231,966 | 新建仓 |
| J.W. COLE ADVISORS, INC. | 172,348 | $425.70万 | 0.14% | 143,441 | 加仓 |
| Marshall & Sterling Wealth Advisors Inc. | 151,741 | $374.80万 | 2.45% | 2,872 | 加仓 |
| STIFEL FINANCIAL CORP | 134,851 | $333.08万 | 0.00% | 16,914 | 加仓 |
| LaSalle St. Investment Advisors, LLC | 107,088 | $264.51万 | 0.37% | 1,525 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 88,302 | $218.10万 | 0.00% | 12,134 | 加仓 |
| Thompson David Blair | 87,725 | $216.68万 | 1.24% | -117,168 | 减仓 |
| VISTA INVESTMENT PARTNERS II, LLC | 78,139 | $193.00万 | 0.87% | 78,139 | 新建仓 |
| Baird Financial Group, Inc. | 76,110 | $187.99万 | 0.00% | -56 | 减仓 |
| SENTINEL PENSION ADVISORS, LLC | 68,719 | $169.74万 | 0.25% | 19,882 | 加仓 |
| Independent Advisor Alliance | 55,323 | $136.65万 | 0.01% | 55,323 | 新建仓 |
| Barnes Wealth Management Group, Inc | 53,448 | $132.02万 | 0.67% | 7,256 | 加仓 |
| Camarda Financial Advisors, LLC | 51,707 | $127.72万 | 0.67% | -937 | 减仓 |
| Kingsview Wealth Management, LLC | 44,735 | $110.50万 | 0.02% | -613 | 减仓 |
| CHILTON CAPITAL MANAGEMENT LLC | 40,693 | $100.51万 | 0.03% | 1,764 | 加仓 |
| INTEGRITY ALLIANCE, LLC. | 40,514 | $100.07万 | 0.04% | 4,654 | 加仓 |
| Private Advisor Group, LLC | 39,444 | $97.43万 | 0.00% | -3,330 | 减仓 |
| MML INVESTORS SERVICES, LLC | 35,283 | $87.15万 | 0.00% | -1,495 | 减仓 |
| WORLD EQUITY GROUP, INC. | 34,297 | $84.71万 | 0.22% | 12,235 | 加仓 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 32,787 | $80.98万 | 0.42% | 0 | 不变 |
| Regal Investment Advisors LLC | 30,476 | $75.28万 | 0.04% | 30,476 | 新建仓 |
| Momentum Wealth Planning, LLC | 29,207 | $72.14万 | 0.64% | 29,207 | 新建仓 |
| CreativeOne Wealth, LLC | 28,769 | $71.06万 | 0.02% | -335 | 减仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 26,554 | $65.59万 | 0.01% | -1,420 | 减仓 |
| Cetera Investment Advisers | 26,085 | $64.43万 | 0.00% | 26,085 | 新建仓 |
| Mutual Advisors, LLC | 22,309 | $55.10万 | 0.01% | 22,309 | 新建仓 |
| Integrated Wealth Concepts LLC | 20,995 | $51.86万 | 0.00% | 6,505 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 19,572 | $48.34万 | 0.00% | 19,379 | 重新持有 |
| EverSource Wealth Advisors, LLC | 18,446 | $45.56万 | 0.01% | 4,119 | 加仓 |
| WCG Wealth Advisors LLC | 18,009 | $44.48万 | 0.01% | 402 | 加仓 |
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 🔒