13F 机构持仓

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

持有机构数872026Q2
26Q126Q2
机构合计持股(股)5,942,2682026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2875,942,268$1.99亿 9342710$88.76万
2026Q1887,057,671$2.23亿 1329287-$2,243.42万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Private Advisor Group, LLC加仓$539.85万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$390.39万
OneDigital Investment Advisors LLC加仓$268.12万
OLD MISSION CAPITAL LLC加仓$177.31万
Cambridge Investment Research Advisors, Inc.加仓$130.43万
Rockefeller Capital Management L.P.加仓$90.50万
Ameritas Advisory Services, LLC加仓$71.68万
Independent Wealth Advisors LLC加仓$63.84万
ENVESTNET ASSET MANAGEMENT INC加仓$60.01万
MML INVESTORS SERVICES, LLC加仓$58.53万
CITADEL ADVISORS LLC新建仓$51.63万
JPMORGAN CHASE & CO加仓$39.52万
BANK OF AMERICA CORP /DE/新建仓$38.21万
ATX Financial Planning, LLC加仓$31.26万
EVOLUTION WEALTH MANAGEMENT INC.加仓$30.62万
Western Wealth Management, LLC加仓$26.90万
HRT FINANCIAL LP新建仓$22.80万
UBS Group AG加仓$22.70万
First Heartland Consultants, Inc.加仓$21.54万
Atria Investments, Inc加仓$21.40万

2026Q2 卖出最多

LPL Financial LLC减仓-$363.99万
ARQ WEALTH ADVISORS, LLC减仓-$362.02万
Encompass More Asset Management清仓-$285.11万
WealthPLAN Partners, LLC减仓-$257.73万
WealthPlan Investment Management, LLC减仓-$240.52万
OSAIC HOLDINGS, INC.减仓-$211.30万
Kovack Advisors, Inc.减仓-$140.15万
JANE STREET GROUP, LLC清仓-$58.03万
Sowell Financial Services LLC减仓-$39.49万
Equitable Holdings, Inc.减仓-$37.83万
Brookwood Investment Group LLC清仓-$34.78万
Indivisible Partners清仓-$30.64万
BFI Wealth Solutions, LLC减仓-$30.21万
COMMONWEALTH EQUITY SERVICES, LLC清仓-$29.35万
Peterson Wealth Advisors, LLC减仓-$15.69万
Steward Partners Investment Advisory, LLC减仓-$12.39万
Orion Porfolio Solutions, LLC减仓-$11.89万
STEPHENS INC /AR/减仓-$10.57万
Stratos Wealth Advisors, LLC减仓-$7.35万
BLUE JEAN FINANCIAL LLC减仓-$5.47万

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
Private Advisor Group, LLC698,185$2,341.71万0.11%160,958加仓
LPL Financial LLC454,076$1,522.97万0.00%-108,525减仓
WealthPlan Investment Management, LLC300,206$1,006.89万0.50%-71,710减仓
Orion Porfolio Solutions, LLC286,153$959.76万0.07%-3,546减仓
Rockefeller Capital Management L.P.250,575$840.43万0.01%26,983加仓
Independent Wealth Advisors LLC204,845$687.05万6.22%19,035加仓
ARQ WEALTH ADVISORS, LLC195,133$658.18万0.82%-107,330减仓
OneDigital Investment Advisors LLC192,924$647.07万0.05%79,941加仓
Kovack Advisors, Inc.189,631$636.02万0.31%-41,787减仓
HighTower Advisors, LLC184,740$619.62万0.01%4,639加仓
Meridian Wealth Management, LLC154,811$519.24万0.16%179加仓
ENVESTNET ASSET MANAGEMENT INC152,958$513.02万0.00%17,893加仓
WealthPLAN Partners, LLC150,327$504.20万0.96%-76,842减仓
Financial Enhancement Group LLC139,291$467.18万0.56%2,731加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP130,648$438.19万0.00%116,395加仓
MML INVESTORS SERVICES, LLC127,293$426.94万0.01%17,452加仓
HARMONY ASSET MANAGEMENT LLC112,975$378.92万1.02%4,055加仓
Peterson Wealth Advisors, LLC112,453$377.17万0.45%-4,679减仓
Ameritas Advisory Services, LLC111,920$375.38万0.08%21,371加仓
UBS Group AG107,464$360.43万0.00%6,767加仓
VICTORY FINANCIAL GROUP, LLC105,932$355.30万0.37%-1,619减仓
Sound Financial Strategies Group, LLC100,735$337.87万2.15%0不变
SMITH, MOORE & CO.99,368$333.28万0.22%-371减仓
Sowell Financial Services LLC94,577$317.21万0.10%-11,773减仓
Dynamic Advisor Solutions LLC93,605$313.95万0.09%1,070加仓
Steward Partners Investment Advisory, LLC86,259$289.31万0.01%-3,693减仓
EVOLUTION WEALTH MANAGEMENT INC.83,859$281.26万1.65%9,129加仓
OSAIC HOLDINGS, INC.77,550$260.11万0.00%-62,997减仓
OLD MISSION CAPITAL LLC71,936$241.27万0.04%52,866加仓
Cambridge Investment Research Advisors, Inc.64,040$214.80万0.00%38,886加仓
Parallel Advisors, LLC63,922$214.39万0.03%-596减仓
Stratos Wealth Advisors, LLC62,320$209.02万0.11%-2,192减仓
JPMORGAN CHASE & CO51,812$172.90万0.00%11,843加仓
CAPTRUST FINANCIAL ADVISORS47,889$160.62万0.00%-88减仓
CreativeOne Wealth, LLC46,648$156.46万0.03%2,828加仓
Smartleaf Asset Management LLC45,690$152.47万0.05%0不变
STEPHENS INC /AR/34,160$114.57万0.01%-3,150减仓
Equitable Holdings, Inc.33,831$113.47万0.01%-11,279减仓
Cambridge Advisors Inc.32,196$107.99万0.19%-343减仓
Bay Rivers Group28,608$95.95万0.33%1,118加仓
Cetera Investment Advisers23,692$79.46万0.00%1,291加仓
BFI Wealth Solutions, LLC22,015$73.84万0.55%-9,008减仓
Western Wealth Management, LLC20,619$69.16万0.02%8,020加仓
ATX Financial Planning, LLC20,009$67.11万0.44%9,319加仓
First Heartland Consultants, Inc.18,332$61.49万0.04%6,422加仓
Atria Investments, Inc17,638$59.16万0.01%6,379加仓
BLUE JEAN FINANCIAL LLC17,482$58.63万0.41%-1,630减仓
CITADEL ADVISORS LLC15,393$51.63万0.00%15,393新建仓
ROYAL BANK OF CANADA13,620$45.70万0.00%2,770加仓
MIDDLETON & CO INC/MA13,025$43.69万0.05%0不变

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