KHPI MANAGED PORTFOLIO SERIES
KENSINGTON HEDGE
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 | 76 | 11,321,718 | $2.93亿 | 7 | 33 | 26 | 6 | $2,913.04万 |
| 2026Q1 | 74 | 10,191,522 | $2.48亿 | 6 | 52 | 9 | 1 | $5,804.84万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $2,029.24万 |
| Apollon Wealth Management, LLC | 加仓 | $1,184.40万 |
| Kestra Advisory Services, LLC | 加仓 | $390.98万 |
| HERITAGE OAK WEALTH ADVISORS LLC | 加仓 | $312.02万 |
| Sanctuary Advisors, LLC | 加仓 | $181.98万 |
| Cornerstone Wealth Management, LLC | 加仓 | $160.92万 |
| Prospera Financial Services Inc | 加仓 | $155.59万 |
| MONEY CONCEPTS CAPITAL CORP | 加仓 | $143.49万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 加仓 | $116.10万 |
| Aptus Capital Advisors, LLC | 加仓 | $116.10万 |
| Delta Investment Management, LLC | 加仓 | $110.45万 |
| Summit Financial, LLC | 加仓 | $96.13万 |
| CoreCap Advisors, LLC | 加仓 | $94.56万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $74.69万 |
| Bison Wealth, LLC | 加仓 | $73.20万 |
| Sigma Planning Corp | 加仓 | $68.40万 |
| PRIVATE TRUST CO NA | 新建仓 | $61.36万 |
| JANE STREET GROUP, LLC | 加仓 | $61.13万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $55.97万 |
| WCG Wealth Advisors LLC | 新建仓 | $43.64万 |
2026Q1 卖出最多
| Onyx Bridge Wealth Group LLC | 减仓 | -$66.96万 |
| Smartleaf Asset Management LLC | 减仓 | -$41.77万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 减仓 | -$37.14万 |
| STIFEL FINANCIAL CORP | 减仓 | -$15.50万 |
| Private Advisor Group, LLC | 减仓 | -$15.28万 |
| Arete Wealth Advisors, LLC | 减仓 | -$12.82万 |
| CPR Investments Inc. | 减仓 | -$11.90万 |
| OSAIC HOLDINGS, INC. | 清仓 | -$2.01万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$6,876 |
| ASSETMARK, INC | 减仓 | -$312 |
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 | 2,981,367 | $7,217.89万 | 0.02% | 838,182 | 加仓 |
| Apollon Wealth Management, LLC | 805,072 | $1,949.08万 | 0.32% | 489,218 | 加仓 |
| Bison Wealth, LLC | 664,998 | $1,734.32万 | 1.65% | 28,069 | 加仓 |
| HERITAGE OAK WEALTH ADVISORS LLC | 708,031 | $1,726.69万 | 5.49% | 127,943 | 加仓 |
| Kestra Advisory Services, LLC | 507,186 | $1,227.90万 | 0.05% | 161,494 | 加仓 |
| Prospera Financial Services Inc | 360,013 | $871.57万 | 0.14% | 64,268 | 加仓 |
| Delta Investment Management, LLC | 245,514 | $594.39万 | 1.06% | 45,622 | 加仓 |
| CoreCap Advisors, LLC | 237,298 | $574.50万 | 0.20% | 39,057 | 加仓 |
| United Advisor Group, LLC | 234,135 | $567.53万 | 0.70% | 4,436 | 加仓 |
| Atria Investments, Inc | 222,710 | $539.18万 | 0.06% | 16,324 | 加仓 |
| Sigma Planning Corp | 208,294 | $504.28万 | 0.14% | 28,253 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 198,102 | $479.60万 | 0.01% | 23,117 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 177,729 | $430.28万 | 0.27% | 47,957 | 加仓 |
| Aptus Capital Advisors, LLC | 177,729 | $430.28万 | 0.03% | 47,957 | 加仓 |
| HFG Wealth Management, LLC | 174,490 | $422.44万 | 2.32% | 1,869 | 加仓 |
| Arete Wealth Advisors, LLC | 148,548 | $360.15万 | 0.27% | -5,289 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 145,817 | $353.02万 | 0.00% | 11,600 | 加仓 |
| Sanctuary Advisors, LLC | 118,801 | $287.62万 | 0.02% | 75,168 | 加仓 |
| Cornerstone Wealth Management, LLC | 117,385 | $284.19万 | 0.14% | 66,467 | 加仓 |
| Triumph Capital Management | 105,694 | $257.79万 | 0.52% | 3,226 | 加仓 |
| Orion Porfolio Solutions, LLC | 93,990 | $227.55万 | 0.02% | 5,913 | 加仓 |
| Strategic Blueprint, LLC | 91,729 | $222.08万 | 0.13% | 13,276 | 加仓 |
| MONEY CONCEPTS CAPITAL CORP | 89,665 | $217.08万 | 0.12% | 59,271 | 加仓 |
| Equitable Holdings, Inc. | 84,249 | $216.18万 | 0.01% | 12,384 | 加仓 |
| Wealthcare Advisory Partners LLC | 84,757 | $205.20万 | 0.04% | 10,349 | 加仓 |
| Advisory Services Network, LLC | 81,143 | $196.45万 | 0.03% | 1,481 | 加仓 |
| Concurrent Investment Advisors, LLC | 76,641 | $185.55万 | 0.02% | 1,025 | 加仓 |
| Summit Financial, LLC | 72,676 | $177.26万 | 0.02% | 39,413 | 加仓 |
| IFP Advisors, Inc | 62,715 | $151.83万 | 0.03% | 839 | 加仓 |
| Intrepid Financial Planning Group LLC | 60,157 | $145.64万 | 0.59% | 514 | 加仓 |
| Ascension Capital Advisors, Inc. | 56,346 | $136.41万 | 0.43% | 979 | 加仓 |
| CPR Investments Inc. | 42,023 | $101.74万 | 0.68% | -4,915 | 减仓 |
| Balefire, LLC | 37,496 | $90.78万 | 0.17% | 9,029 | 加仓 |
| Virtue Capital Management, LLC | 36,019 | $86.59万 | 0.13% | 13,034 | 加仓 |
| NewEdge Advisors, LLC | 34,741 | $84.11万 | 0.00% | 11,088 | 加仓 |
| Bank of New York Mellon Corp | 34,167 | $82.72万 | 0.00% | 4,920 | 加仓 |
| JANE STREET GROUP, LLC | 34,096 | $82.55万 | 0.00% | 25,251 | 加仓 |
| Joseph P. Lucia & Associates, LLC | 32,240 | $78.50万 | 0.28% | 2,743 | 加仓 |
| Arkadios Wealth Advisors | 31,698 | $76.74万 | 0.01% | 11,153 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 29,090 | $74.69万 | 0.01% | 29,090 | 新建仓 |
| Sunbelt Securities, Inc. | 28,882 | $69.92万 | 0.04% | 685 | 加仓 |
| Onyx Bridge Wealth Group LLC | 28,500 | $69.00万 | 0.07% | -27,660 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 28,169 | $68.20万 | 0.05% | 3,369 | 加仓 |
| U.S. Capital Wealth Advisors, LLC | 26,275 | $63.61万 | 0.02% | 2,400 | 加仓 |
| SWMG, LLC | 25,984 | $62.91万 | 0.18% | 3,037 | 加仓 |
| PRIVATE TRUST CO NA | 25,345 | $61.36万 | 0.05% | 25,345 | 新建仓 |
| Janney Montgomery Scott LLC | 23,814 | $57.70万 | 0.00% | 200 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 23,757 | $57.52万 | 0.01% | -15,339 | 减仓 |
| Mariner, LLC | 22,866 | $55.36万 | 0.00% | 10,627 | 加仓 |
| CreativeOne Wealth, LLC | 20,496 | $49.62万 | 0.01% | 4,182 | 加仓 |
内部人交易（Form 4）
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