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 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,406.96万 |
| Cetera Investment Advisers | 加仓 | $4,198.33万 |
| Garrett Wealth Advisory Group, LLC | 新建仓 | $1,866.29万 |
| LPL Financial LLC | 加仓 | $1,721.72万 |
| Forvis Mazars Wealth Advisors, LLC | 加仓 | $1,643.60万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $1,508.22万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,316.63万 |
| Bank of New York Mellon Corp | 加仓 | $1,302.43万 |
| Avidian Wealth Enterprises, LLC | 新建仓 | $1,085.86万 |
| JPMORGAN CHASE & CO | 加仓 | $889.74万 |
| Archford Capital Strategies, LLC | 加仓 | $832.05万 |
| PINNACLE ASSOCIATES LTD | 加仓 | $778.15万 |
| Triad Wealth Partners, LLC | 加仓 | $629.84万 |
| Pinnacle Wealth Management Advisory Group, LLC | 加仓 | $610.42万 |
| Advisory Services Network, LLC | 加仓 | $571.37万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $565.88万 |
| Compass Financial Services Inc | 加仓 | $418.80万 |
| Valmark Advisers, Inc. | 加仓 | $406.40万 |
| Brookstone Capital Management | 加仓 | $368.06万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $335.32万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,022.85万 |
| CPC Advisors, LLC | 减仓 | -$1,959.27万 |
| Gradient Investments LLC | 减仓 | -$1,468.32万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$1,342.63万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 减仓 | -$690.52万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 减仓 | -$683.38万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$615.27万 |
| Skyline Advisors, Inc. | 减仓 | -$574.65万 |
| Private Advisor Group, LLC | 减仓 | -$556.66万 |
| RWA WEALTH PARTNERS, LLC | 减仓 | -$439.71万 |
| Philip James Wealth Mangement, LLC | 减仓 | -$409.06万 |
| SIGNATUREFD, LLC | 减仓 | -$386.94万 |
| Taylor Securities Services, Inc. | 减仓 | -$342.25万 |
| RETIREMENT GUYS FORMULA LLC | 清仓 | -$338.00万 |
| BETO FINANCIAL GROUP, LLC | 减仓 | -$249.60万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$247.63万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$244.54万 |
| Integrated Wealth Concepts LLC | 减仓 | -$225.28万 |
| PRINCIPAL SECURITIES, INC. | 清仓 | -$208.23万 |
| PATTEN & PATTEN INC/TN | 减仓 | -$205.19万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 3,458,953 | $2.21亿 | 0.06% | 269,397 | 加仓 |
| Forvis Mazars Wealth Advisors, LLC | 2,894,024 | $1.85亿 | 3.51% | 257,174 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,564,278 | $1.64亿 | 0.04% | 689,557 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,420,158 | $1.55亿 | 0.01% | 206,013 | 加仓 |
| Bank of New York Mellon Corp | 2,229,653 | $1.42亿 | 0.03% | 203,792 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,889,658 | $1.21亿 | 0.18% | -96,323 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,830,717 | $1.17亿 | 0.04% | 88,543 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,706,244 | $1.09亿 | 0.22% | -315,430 | 减仓 |
| Cetera Investment Advisers | 1,584,346 | $1.01亿 | 0.11% | 656,912 | 加仓 |
| CGC Financial Services, LLC | 1,090,050 | $6,966.51万 | 20.13% | 1,861 | 加仓 |
| HighTower Advisors, LLC | 1,004,470 | $6,419.84万 | 0.07% | 44,247 | 加仓 |
| AMERIPRISE FINANCIAL INC | 976,660 | $6,241.22万 | 0.01% | 236,015 | 加仓 |
| Legacy Financial Group LLC | 967,024 | $6,180.25万 | 7.77% | 6,401 | 加仓 |
| UBS Group AG | 919,308 | $5,875.30万 | 0.01% | 22,530 | 加仓 |
| Focus Partners Wealth | 780,654 | $4,989.16万 | 0.06% | 8,930 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 749,393 | $4,789.37万 | 0.07% | 52,467 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 708,571 | $4,528.48万 | 0.50% | -68,801 | 减仓 |
| Peterson Wealth Advisors, LLC | 706,317 | $4,514.07万 | 6.00% | 21,763 | 加仓 |
| Taylor Securities Services, Inc. | 695,057 | $4,442.11万 | 20.74% | -53,552 | 减仓 |
| JPMORGAN CHASE & CO | 543,744 | $3,443.54万 | 0.00% | 140,493 | 加仓 |
| ROYAL BANK OF CANADA | 511,303 | $3,267.70万 | 0.01% | 19,064 | 加仓 |
| MML INVESTORS SERVICES, LLC | 459,978 | $2,939.72万 | 0.08% | -38,263 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 448,851 | $2,872.06万 | 0.18% | 36,505 | 加仓 |
| STIFEL FINANCIAL CORP | 437,084 | $2,793.39万 | 0.03% | 12,177 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 407,144 | $2,602.10万 | 0.07% | -210,078 | 减仓 |
| Mariner, LLC | 329,299 | $2,104.55万 | 0.02% | 11,309 | 加仓 |
| Advisory Services Network, LLC | 316,622 | $2,023.53万 | 0.27% | 89,403 | 加仓 |
| Brookstone Capital Management | 298,189 | $1,905.73万 | 0.22% | 57,591 | 加仓 |
| Garrett Wealth Advisory Group, LLC | 292,018 | $1,866.29万 | 3.32% | 292,018 | 新建仓 |
| Triad Wealth Partners, LLC | 280,770 | $1,794.40万 | 1.42% | 98,552 | 加仓 |
| Longview Financial Advisors LLC | 266,746 | $1,704.77万 | 9.26% | 16,001 | 加仓 |
| Campbell Deegan Wealth Management, LLC | 264,937 | $1,693.21万 | 13.55% | 11,124 | 加仓 |
| Private Advisor Group, LLC | 264,014 | $1,687.32万 | 0.08% | -87,101 | 减仓 |
| HTG Investment Advisors, Inc. | 261,547 | $1,671.54万 | 4.76% | 3,595 | 加仓 |
| Carr Financial Group Corp | 249,734 | $1,596.05万 | 4.21% | 33,402 | 加仓 |
| Leo Wealth, LLC | 243,451 | $1,555.06万 | 1.13% | -13,460 | 减仓 |
| PINNACLE ASSOCIATES LTD | 237,560 | $1,518.24万 | 0.20% | 121,757 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 222,792 | $1,423.86万 | 0.35% | -18,995 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 213,073 | $1,361.78万 | 0.25% | 2,745 | 加仓 |
| PATTEN & PATTEN INC/TN | 211,965 | $1,354.67万 | 0.82% | -32,106 | 减仓 |
| SIGNATUREFD, LLC | 207,847 | $1,328.35万 | 0.20% | -60,545 | 减仓 |
| NewEdge Advisors, LLC | 205,422 | $1,312.85万 | 0.05% | -4,251 | 减仓 |
| CENTRAL TRUST Co | 203,253 | $1,298.99万 | 0.26% | -12,518 | 减仓 |
| Aspire Capital Advisors LLC | 201,832 | $1,289.91万 | 2.90% | 7,114 | 加仓 |
| WealthPlan Investment Management, LLC | 201,764 | $1,289.47万 | 0.72% | -9,736 | 减仓 |
| Capital Planning Advisors, LLC | 192,856 | $1,232.54万 | 1.78% | 5,390 | 加仓 |
| Pinnacle Wealth Management Advisory Group, LLC | 185,430 | $1,185.08万 | 0.81% | 95,513 | 加仓 |
| CreativeOne Wealth, LLC | 182,626 | $1,167.16万 | 0.27% | -18,685 | 减仓 |
| Crewe Advisors LLC | 179,671 | $1,148.28万 | 0.98% | 28,427 | 加仓 |
| Wick Capital Partners, LLC | 175,621 | $1,122.39万 | 1.99% | 1,743 | 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 🔒