HEQT SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
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 | 87 | 5,942,268 | $1.99亿 | 9 | 34 | 27 | 10 | $88.76万 |
| 2026Q1 | 88 | 7,057,671 | $2.23亿 | 13 | 29 | 28 | 7 | -$2,243.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Orion Porfolio Solutions, LLC | 新建仓 | $912.55万 |
| TSG Advice Partners, LLC | 新建仓 | $584.85万 |
| Rockefeller Capital Management L.P. | 加仓 | $518.36万 |
| LPL Financial LLC | 加仓 | $325.36万 |
| Encompass More Asset Management | 加仓 | $210.04万 |
| Kovack Advisors, Inc. | 加仓 | $110.82万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $92.65万 |
| OneDigital Investment Advisors LLC | 加仓 | $90.87万 |
| CWM, LLC | 加仓 | $76.55万 |
| Meridian Wealth Management, LLC | 加仓 | $65.46万 |
| OSAIC HOLDINGS, INC. | 加仓 | $60.77万 |
| JANE STREET GROUP, LLC | 新建仓 | $58.03万 |
| Sowell Financial Services LLC | 加仓 | $50.97万 |
| Heck Capital Advisors, LLC | 新建仓 | $38.74万 |
| First Heartland Consultants, Inc. | 新建仓 | $37.52万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $37.07万 |
| Atria Investments, Inc | 新建仓 | $35.47万 |
| EVOLUTION WEALTH MANAGEMENT INC. | 加仓 | $33.11万 |
| Independent Wealth Advisors LLC | 加仓 | $31.67万 |
| Indivisible Partners | 新建仓 | $30.64万 |
2026Q1 卖出最多
| Private Advisor Group, LLC | 减仓 | -$1,837.51万 |
| Keudell/Morrison Wealth Management | 清仓 | -$1,657.43万 |
| WealthPlan Investment Management, LLC | 减仓 | -$587.40万 |
| STEPHENS INC /AR/ | 减仓 | -$538.33万 |
| WealthPLAN Partners, LLC | 减仓 | -$244.71万 |
| Mariner, LLC | 清仓 | -$117.44万 |
| Ameritas Advisory Services, LLC | 减仓 | -$114.98万 |
| ATX Financial Planning, LLC | 减仓 | -$107.52万 |
| Equitable Holdings, Inc. | 减仓 | -$87.49万 |
| Parallel Advisors, LLC | 减仓 | -$75.50万 |
| PFG Advisors | 清仓 | -$71.40万 |
| Hilltop Holdings Inc. | 清仓 | -$50.58万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$48.05万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$38.63万 |
| UBS Group AG | 减仓 | -$37.89万 |
| Peterson Wealth Advisors, LLC | 减仓 | -$34.74万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$30.10万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$27.31万 |
| Stratos Investment Management, LLC | 清仓 | -$26.35万 |
| SMITH, MOORE & CO. | 减仓 | -$21.69万 |
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 | 629,588 | $1,983.20万 | 0.05% | 24,303 | 加仓 |
| LPL Financial LLC | 562,601 | $1,772.19万 | 0.00% | 103,290 | 加仓 |
| Private Advisor Group, LLC | 537,227 | $1,692.28万 | 0.08% | -583,330 | 减仓 |
| WealthPlan Investment Management, LLC | 371,916 | $1,171.54万 | 0.65% | -186,477 | 减仓 |
| Leo Wealth, LLC | 333,880 | $1,051.72万 | 0.76% | 2,374 | 加仓 |
| ARQ WEALTH ADVISORS, LLC | 302,463 | $952.76万 | 1.72% | 29,412 | 加仓 |
| Orion Porfolio Solutions, LLC | 289,699 | $912.55万 | 0.08% | 289,699 | 新建仓 |
| Kovack Advisors, Inc. | 231,418 | $734.60万 | 0.39% | 34,911 | 加仓 |
| WealthPLAN Partners, LLC | 227,169 | $715.58万 | 1.38% | -77,685 | 减仓 |
| Rockefeller Capital Management L.P. | 223,592 | $704.32万 | 0.01% | 164,559 | 加仓 |
| Independent Wealth Advisors LLC | 185,810 | $585.30万 | 5.75% | 10,054 | 加仓 |
| TSG Advice Partners, LLC | 185,666 | $584.85万 | 0.88% | 185,666 | 新建仓 |
| HighTower Advisors, LLC | 180,101 | $567.32万 | 0.01% | 7,921 | 加仓 |
| Meridian Wealth Management, LLC | 154,632 | $487.09万 | 0.17% | 20,782 | 加仓 |
| Financial Enhancement Group LLC | 136,560 | $447.37万 | 0.54% | 8,427 | 加仓 |
| OSAIC HOLDINGS, INC. | 140,547 | $442.73万 | 0.01% | 19,291 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 135,065 | $425.45万 | 0.00% | -12,265 | 减仓 |
| Peterson Wealth Advisors, LLC | 117,132 | $368.97万 | 0.49% | -11,029 | 减仓 |
| OneDigital Investment Advisors LLC | 112,983 | $355.90万 | 0.03% | 28,849 | 加仓 |
| MML INVESTORS SERVICES, LLC | 109,841 | $346.00万 | 0.01% | -15,255 | 减仓 |
| HARMONY ASSET MANAGEMENT LLC | 108,920 | $343.10万 | 1.05% | 2,375 | 加仓 |
| VICTORY FINANCIAL GROUP, LLC | 107,551 | $338.79万 | 0.42% | -598 | 减仓 |
| Sowell Financial Services LLC | 106,350 | $335.00万 | 0.12% | 16,181 | 加仓 |
| Sound Financial Strategies Group, LLC | 100,735 | $317.32万 | 2.17% | 0 | 不变 |
| UBS Group AG | 100,697 | $317.20万 | 0.00% | -12,027 | 减仓 |
| SMITH, MOORE & CO. | 99,739 | $314.18万 | 0.23% | -6,887 | 减仓 |
| Dynamic Advisor Solutions LLC | 92,535 | $291.48万 | 0.09% | -4,176 | 减仓 |
| Ameritas Advisory Services, LLC | 90,549 | $285.23万 | 0.11% | -36,501 | 减仓 |
| Encompass More Asset Management | 90,511 | $285.11万 | 0.48% | 66,680 | 加仓 |
| Steward Partners Investment Advisory, LLC | 89,952 | $283.35万 | 0.01% | -8,670 | 减仓 |
| EVOLUTION WEALTH MANAGEMENT INC. | 74,730 | $235.40万 | 1.72% | 10,510 | 加仓 |
| Parallel Advisors, LLC | 64,518 | $203.23万 | 0.04% | -23,967 | 减仓 |
| Stratos Wealth Advisors, LLC | 64,512 | $203.21万 | 0.12% | 1,732 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 47,977 | $150.22万 | 0.00% | -745 | 减仓 |
| Equitable Holdings, Inc. | 45,110 | $144.58万 | 0.01% | -27,297 | 减仓 |
| Smartleaf Asset Management LLC | 45,690 | $141.09万 | 0.05% | 6,044 | 加仓 |
| CreativeOne Wealth, LLC | 43,820 | $138.03万 | 0.03% | 8,546 | 加仓 |
| JPMORGAN CHASE & CO | 39,969 | $123.43万 | 0.00% | 2,544 | 加仓 |
| STEPHENS INC /AR/ | 37,310 | $117.53万 | 0.01% | -170,899 | 减仓 |
| Cambridge Advisors Inc. | 32,539 | $102.50万 | 0.20% | 0 | 不变 |
| BFI Wealth Solutions, LLC | 31,023 | $97.42万 | 0.93% | -3,861 | 减仓 |
| Bay Rivers Group | 27,490 | $86.59万 | 0.36% | 7,728 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 25,154 | $79.20万 | 0.00% | -3,337 | 减仓 |
| Cetera Investment Advisers | 22,401 | $70.56万 | 0.00% | -1,064 | 减仓 |
| BLUE JEAN FINANCIAL LLC | 19,112 | $60.20万 | 0.50% | 3,280 | 加仓 |
| OLD MISSION CAPITAL LLC | 19,070 | $60.07万 | 0.01% | 6,150 | 加仓 |
| JANE STREET GROUP, LLC | 18,423 | $58.03万 | 0.00% | 18,423 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,253 | $44.90万 | 0.00% | -9,554 | 重新持有 |
| MIDDLETON & CO INC/MA | 13,025 | $41.03万 | 0.05% | 0 | 不变 |
| Western Wealth Management, LLC | 12,599 | $39.69万 | 0.02% | -193 | 减仓 |
内部人交易（Form 4）
HEQT 董事、高管和大股东的最新买卖申报。专业版可看 🔒