HELO J P MORGAN EXCHANGE TRADED F
HEDGED EQUITY LA
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 | 389 | 46,931,951 | $31.74亿 | 26 | 169 | 142 | 25 | -$8,237.93万 |
| 2026Q1 | 385 | 48,619,916 | $31.08亿 | 33 | 187 | 109 | 21 | $1.79亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,863.54万 |
| Forvis Mazars Wealth Advisors, LLC | 加仓 | $2,924.78万 |
| Joseph Group Capital Management | 新建仓 | $2,078.77万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $1,664.95万 |
| Bluespring Wealth Management, LLC | 新建仓 | $1,256.17万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $1,107.82万 |
| LPL Financial LLC | 加仓 | $1,055.88万 |
| Private Advisor Group, LLC | 加仓 | $1,015.78万 |
| PINNACLE ASSOCIATES LTD | 加仓 | $963.29万 |
| Bank of New York Mellon Corp | 加仓 | $882.76万 |
| Pinnacle Wealth Management Advisory Group, LLC | 加仓 | $727.40万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $641.45万 |
| Cetera Investment Advisers | 加仓 | $640.22万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $504.28万 |
| Brookstone Capital Management | 加仓 | $406.75万 |
| Advisory Services Network, LLC | 加仓 | $375.26万 |
| RWA WEALTH PARTNERS, LLC | 加仓 | $370.00万 |
| Allegheny Financial Group | 加仓 | $349.06万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $309.87万 |
| Focus Partners Wealth | 加仓 | $296.43万 |
2026Q2 卖出最多
| Legacy Financial Group LLC | 减仓 | -$5,777.37万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$5,654.30万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$5,202.09万 |
| CGC Financial Services, LLC | 减仓 | -$2,872.81万 |
| Mariner, LLC | 清仓 | -$2,104.55万 |
| Triad Wealth Partners, LLC | 减仓 | -$1,905.39万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$1,198.71万 |
| AVAII WEALTH MANAGEMENT, LLC | 减仓 | -$816.20万 |
| Taylor Securities Services, Inc. | 减仓 | -$608.31万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$605.05万 |
| Integrated Wealth Concepts LLC | 减仓 | -$556.22万 |
| CreativeOne Wealth, LLC | 减仓 | -$492.56万 |
| USAdvisors Wealth Management, LLC | 减仓 | -$446.82万 |
| Skyline Advisors, Inc. | 减仓 | -$445.30万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$369.18万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$339.52万 |
| JANE STREET GROUP, LLC | 清仓 | -$329.46万 |
| Independent Advisor Alliance | 清仓 | -$308.69万 |
| UBS Group AG | 减仓 | -$275.70万 |
| JPMORGAN CHASE & CO | 减仓 | -$254.60万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 3,615,195 | $2.44亿 | 0.05% | 156,242 | 加仓 |
| Forvis Mazars Wealth Advisors, LLC | 3,326,812 | $2.25亿 | 3.75% | 432,788 | 加仓 |
| Bank of New York Mellon Corp | 2,360,277 | $1.60亿 | 0.03% | 130,624 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,330,627 | $1.58亿 | 0.01% | -89,531 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,868,372 | $1.28亿 | 0.21% | 162,128 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,876,569 | $1.27亿 | 0.03% | 45,852 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,727,596 | $1.17亿 | 0.03% | -836,682 | 减仓 |
| Cetera Investment Advisers | 1,679,081 | $1.13亿 | 0.10% | 94,735 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,223,032 | $8,265.08万 | 0.02% | 246,372 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,120,018 | $7,570.33万 | 0.09% | -769,640 | 减仓 |
| HighTower Advisors, LLC | 1,031,619 | $6,971.68万 | 0.07% | 27,149 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 978,846 | $6,615.00万 | 0.08% | 571,702 | 加仓 |
| UBS Group AG | 878,512 | $5,936.98万 | 0.01% | -40,796 | 减仓 |
| Focus Partners Wealth | 824,518 | $5,572.10万 | 0.06% | 43,864 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 763,321 | $5,158.52万 | 0.49% | 54,750 | 加仓 |
| Peterson Wealth Advisors, LLC | 732,936 | $4,953.18万 | 5.85% | 26,619 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 694,764 | $4,695.22万 | 0.06% | -54,629 | 减仓 |
| CGC Financial Services, LLC | 664,952 | $4,493.75万 | 10.11% | -425,098 | 减仓 |
| Taylor Securities Services, Inc. | 605,044 | $4,088.88万 | 16.63% | -90,013 | 减仓 |
| MML INVESTORS SERVICES, LLC | 554,895 | $3,749.98万 | 0.08% | 94,917 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 523,484 | $3,537.04万 | 0.19% | 74,633 | 加仓 |
| ROYAL BANK OF CANADA | 505,473 | $3,416.10万 | 0.01% | -5,830 | 减仓 |
| JPMORGAN CHASE & CO | 505,952 | $3,408.60万 | 0.00% | -37,792 | 减仓 |
| STIFEL FINANCIAL CORP | 433,529 | $2,929.81万 | 0.02% | -3,555 | 减仓 |
| Private Advisor Group, LLC | 414,322 | $2,799.99万 | 0.13% | 150,308 | 加仓 |
| PINNACLE ASSOCIATES LTD | 380,100 | $2,568.72万 | 0.28% | 142,540 | 加仓 |
| Advisory Services Network, LLC | 372,150 | $2,514.99万 | 0.28% | 55,528 | 加仓 |
| Brookstone Capital Management | 358,377 | $2,421.91万 | 0.24% | 60,188 | 加仓 |
| Garrett Wealth Advisory Group, LLC | 308,308 | $2,083.54万 | 3.20% | 16,290 | 加仓 |
| Joseph Group Capital Management | 307,601 | $2,078.77万 | 4.37% | 307,601 | 新建仓 |
| Pinnacle Wealth Management Advisory Group, LLC | 293,065 | $1,980.53万 | 1.18% | 107,635 | 加仓 |
| Longview Financial Advisors LLC | 288,873 | $1,952.20万 | 9.65% | 22,127 | 加仓 |
| Campbell Deegan Wealth Management, LLC | 277,002 | $1,871.98万 | 13.27% | 12,065 | 加仓 |
| HTG Investment Advisors, Inc. | 267,027 | $1,804.57万 | 4.63% | 5,480 | 加仓 |
| Carr Financial Group Corp | 263,768 | $1,782.55万 | 4.10% | 14,034 | 加仓 |
| CENTRAL TRUST Co | 223,479 | $1,510.27万 | 0.27% | 20,226 | 加仓 |
| Aspire Capital Advisors LLC | 205,341 | $1,387.70万 | 2.70% | 3,509 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 202,248 | $1,366.79万 | 0.30% | -20,544 | 减仓 |
| PATTEN & PATTEN INC/TN | 201,158 | $1,359.43万 | 0.72% | -10,807 | 减仓 |
| SIGNATUREFD, LLC | 197,246 | $1,332.99万 | 0.18% | -10,601 | 减仓 |
| WealthPlan Investment Management, LLC | 195,672 | $1,322.35万 | 0.66% | -6,092 | 减仓 |
| NewEdge Advisors, LLC | 185,983 | $1,256.88万 | 0.04% | -19,439 | 减仓 |
| Bluespring Wealth Management, LLC | 185,879 | $1,256.17万 | 0.24% | 185,879 | 新建仓 |
| Crewe Advisors LLC | 183,760 | $1,241.85万 | 0.90% | 4,089 | 加仓 |
| Wick Capital Partners, LLC | 175,600 | $1,186.70万 | 1.79% | -21 | 减仓 |
| Owl Creek Wealth Partners LLC | 173,970 | $1,175.69万 | 3.44% | 7,136 | 加仓 |
| Avidian Wealth Enterprises, LLC | 173,900 | $1,175.22万 | 0.33% | 3,996 | 加仓 |
| Avior Wealth Management, LLC | 173,665 | $1,173.63万 | 0.31% | 1,237 | 加仓 |
| MAI Capital Management | 170,900 | $1,154.94万 | 0.04% | 27,744 | 加仓 |
| Allegheny Financial Group | 169,329 | $1,144.33万 | 1.21% | 51,651 | 加仓 |
内部人交易（Form 4）
HELO 董事、高管和大股东的最新买卖申报。专业版可看 🔒