13F 机构持仓

IDUB ETF SER SOLUTIONS

APTUS INT ENH YL

持有机构数492026Q2
26Q126Q2
机构合计持股(股)24,334,6512026Q2
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
2026Q24924,334,651$6.69亿 523115$1.01亿
2026Q14720,657,119$5.12亿 916125$4,699.92万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Integrated Wealth Concepts LLC加仓$8,572.93万
Aptus Capital Advisors, LLC加仓$692.06万
Capital Investment Advisory Services, LLC加仓$449.09万
Signal Advisors Wealth, LLC加仓$261.70万
ENVESTNET ASSET MANAGEMENT INC加仓$253.09万
Tailwinds Wealth, LLC重新持有$141.03万
Park Place Capital Corp加仓$82.79万
Second Line Capital, LLC加仓$77.99万
Prime Capital Investment Advisors, LLC加仓$77.84万
Venture Visionary Partners LLC新建仓$38.35万
Valeo Financial Advisors, LLC新建仓$33.79万
SILVER OAK SECURITIES, INCORPORATED加仓$30.71万
John W. Brooker & Co., CPAs加仓$24.89万
MARIPAU WEALTH MANAGEMENT LLC加仓$23.05万
Strong Retirement Solutions LLC新建仓$22.36万
Cushing Capital Partners, LLC加仓$18.34万
JPMORGAN CHASE & CO加仓$16.39万
RENASANT BANK加仓$13.47万
Lord & Richards Wealth Management, LLC加仓$8.70万
Advisory Services Network, LLC加仓$6.82万

2026Q2 卖出最多

Independent Advisor Alliance减仓-$538.37万
RFG Advisory, LLC减仓-$60.67万
Waterloo Capital, L.P.减仓-$57.67万
Town Capital LLC清仓-$45.29万
SWS Partners减仓-$28.10万
JANE STREET GROUP, LLC清仓-$23.02万
ONE PLUS ONE WEALTH MANAGEMENT, LLC减仓-$16.55万
WHITTIER TRUST CO减仓-$8.12万
Second Half Financial Partners, LLC减仓-$7.70万
Farther Finance Advisors, LLC减仓-$5.46万
GUARDIAN WEALTH ADVISORS, LLC / NC清仓-$3.74万
Retirement Planning Group, LLC减仓-$1.64万
OSAIC HOLDINGS, INC.减仓-$1.63万
SIGNATUREFD, LLC减仓-$8,620
Allworth Financial LP清仓-$8,142
UBS Group AG清仓-$4,219

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
Integrated Wealth Concepts LLC7,640,540$2.10亿1.02%3,119,134加仓
Aptus Capital Advisors, LLC7,599,472$2.09亿1.43%251,796加仓
ENVESTNET ASSET MANAGEMENT INC1,764,960$4,850.99万0.01%92,082加仓
Second Line Capital, LLC1,417,892$3,897.53万7.26%28,374加仓
Park Place Capital Corp1,124,772$3,091.44万4.91%30,123加仓
Waterloo Capital, L.P.952,040$2,616.68万1.47%-20,981减仓
6th Street Advisors, LLC567,413$1,559.54万8.96%1,044加仓
SWS Partners535,902$1,472.93万3.18%-10,223减仓
Signal Advisors Wealth, LLC443,080$1,217.81万0.62%95,214加仓
MBE Wealth Management, LLC322,545$886.52万3.12%24加仓
SILVER OAK SECURITIES, INCORPORATED276,649$760.37万0.46%11,172加仓
Prime Capital Investment Advisors, LLC213,240$586.09万0.06%28,320加仓
RENASANT BANK184,541$507.21万3.26%4,902加仓
Capital Investment Advisory Services, LLC168,701$463.67万0.29%163,395加仓
Regal Investment Advisors LLC129,318$355.43万0.18%349加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC119,586$328.68万1.42%-6,021减仓
Cushing Capital Partners, LLC118,389$325.39万2.24%6,674加仓
MARIPAU WEALTH MANAGEMENT LLC101,148$278.76万0.99%8,363加仓
Independent Advisor Alliance98,614$271.04万0.06%-195,875减仓
Tailwinds Wealth, LLC95,619$262.81万1.55%51,311重新持有
Atria Investments, Inc91,311$250.97万0.03%1,389加仓
Lord & Richards Wealth Management, LLC71,657$196.95万1.54%3,166加仓
Second Half Financial Partners, LLC69,594$191.28万0.78%-2,801减仓
LPL Financial LLC35,405$97.31万0.00%1,969加仓
RFG Advisory, LLC25,607$70.38万0.01%-22,074减仓
John W. Brooker & Co., CPAs23,395$64.30万0.78%9,057加仓
Advisory Services Network, LLC22,978$63.16万0.01%2,480加仓
OSAIC HOLDINGS, INC.21,827$59.99万0.00%-593减仓
Financial Guidance Group, Inc.15,906$43.72万0.16%0不变
Venture Visionary Partners LLC13,953$38.35万0.01%13,953新建仓
Valeo Financial Advisors, LLC12,293$33.79万0.01%12,293新建仓
XY Planning Network, Inc.9,849$27.07万0.03%122加仓
Retirement Planning Group, LLC9,312$25.59万0.01%-595减仓
Strong Retirement Solutions LLC8,137$22.36万0.13%8,137新建仓
Global Retirement Partners, LLC6,383$17.54万0.00%——
JPMORGAN CHASE & CO6,006$16.41万0.00%5,998加仓
BOKF, NA5,721$15.72万0.00%0不变
HARBOUR INVESTMENTS, INC.3,402$9.35万0.00%0不变
WHITTIER TRUST CO1,859$5.15万0.00%-2,935减仓
Farther Finance Advisors, LLC1,841$5.06万0.00%-1,988减仓
MORRIS FINANCIAL CONCEPTS, INC.1,380$3.79万0.01%0不变
ASSETMARK, INC1,054$2.90万0.00%1,054新建仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC613$1.68万0.00%8加仓
COMPASS FINANCIAL MANAGEMENT LLC499$1.37万0.00%——
NewEdge Advisors, LLC121$3,3260.00%0不变
CoreCap Advisors, LLC102$2,8030.00%0不变
WELLS FARGO & COMPANY/MN23$6320.00%23新建仓
MORGAN STANLEY1$370.00%0不变
SIGNATUREFD, LLC1$200.00%-431减仓

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