LGH NORTHERN LTS FD TR III
HCM DEFEN 500
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 | 43 | 7,871,754 | $5.02亿 | 3 | 19 | 15 | 6 | -$1.17亿 |
| 2026Q1 | 45 | 9,730,161 | $4.37亿 | 4 | 15 | 18 | 6 | -$2,972.45万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Discipline Wealth Solutions, LLC | 加仓 | $658.70万 |
| LPL Financial LLC | 加仓 | $398.99万 |
| Lifestyle Asset Management, Inc. | 加仓 | $187.11万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $154.45万 |
| NewEdge Advisors, LLC | 加仓 | $138.53万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $120.86万 |
| Aegis Wealth Management, Inc. | 加仓 | $80.17万 |
| Wealth Watch Advisors, INC | 加仓 | $61.99万 |
| Integrated Wealth Concepts LLC | 新建仓 | $53.68万 |
| GDS Wealth Management | 新建仓 | $39.85万 |
| VestGen Advisors, LLC | 新建仓 | $35.01万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 新建仓 | $25.02万 |
| JANE STREET GROUP, LLC | 加仓 | $19.99万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $13.07万 |
| Atria Investments, Inc | 加仓 | $11.47万 |
| Bison Wealth, LLC | 加仓 | $6.64万 |
| OSAIC HOLDINGS, INC. | 加仓 | $4.89万 |
| IFP Advisors, Inc | 加仓 | $1.72万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $8,262 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 加仓 | $7,974 |
2026Q1 卖出最多
| J.W. COLE ADVISORS, INC. | 减仓 | -$2,053.09万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$1,639.23万 |
| J2 Capital Management Inc | 减仓 | -$279.88万 |
| Howard Capital Management, LLC | 减仓 | -$275.26万 |
| GTS SECURITIES LLC | 减仓 | -$269.03万 |
| Parsonex Advisory Services, Inc. | 清仓 | -$95.21万 |
| HighPoint Advisor Group LLC | 减仓 | -$94.97万 |
| Fiduciary Alliance LLC | 减仓 | -$31.71万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$31.41万 |
| Cetera Investment Advisers | 减仓 | -$30.87万 |
| Sigma Planning Corp | 清仓 | -$27.50万 |
| Concurrent Investment Advisors, LLC | 清仓 | -$25.36万 |
| Smithfield Trust Co | 清仓 | -$24.50万 |
| Kestra Advisory Services, LLC | 清仓 | -$23.72万 |
| Worth Financial Advisory Group, LLC | 清仓 | -$22.57万 |
| Optivise Advisory Services LLC | 减仓 | -$19.39万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$14.40万 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 减仓 | -$11.26万 |
| Brookstone Capital Management | 减仓 | -$9.43万 |
| Foundations Investment Advisors, LLC | 减仓 | -$3.10万 |
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 |
|---|---|---|---|---|---|
| Howard Capital Management, LLC | 6,107,282 | $2.31亿 | 3.72% | -72,844 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 783,936 | $4,465.19万 | 0.01% | 27,116 | 加仓 |
| Cetera Investment Advisers | 583,494 | $3,323.50万 | 0.04% | -5,419 | 减仓 |
| Wealth Watch Advisors, INC | 339,788 | $1,935.38万 | 8.10% | 10,883 | 加仓 |
| Orion Porfolio Solutions, LLC | 276,621 | $1,575.60万 | 0.13% | -287,793 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 255,789 | $1,456.90万 | 0.04% | -5,515 | 减仓 |
| Aegis Wealth Management, Inc. | 251,057 | $1,429.98万 | 11.24% | 14,075 | 加仓 |
| LPL Financial LLC | 179,840 | $1,024.34万 | 0.00% | 70,049 | 加仓 |
| Discipline Wealth Solutions, LLC | 179,545 | $1,022.67万 | 1.08% | 115,645 | 加仓 |
| Lifestyle Asset Management, Inc. | 117,464 | $669.06万 | 2.19% | 32,851 | 加仓 |
| Optivise Advisory Services LLC | 108,137 | $615.93万 | 3.73% | -3,404 | 减仓 |
| HighPoint Advisor Group LLC | 60,256 | $343.21万 | 0.14% | -16,673 | 减仓 |
| J2 Capital Management Inc | 59,226 | $337.34万 | 2.31% | -49,137 | 减仓 |
| NewEdge Advisors, LLC | 45,995 | $261.98万 | 0.01% | 24,322 | 加仓 |
| Simplicity Wealth,LLC | 45,433 | $258.78万 | 0.15% | -139 | 减仓 |
| J.W. COLE ADVISORS, INC. | 41,839 | $238.31万 | 0.08% | -360,451 | 减仓 |
| GTS SECURITIES LLC | 35,939 | $204.71万 | 0.07% | -47,233 | 减仓 |
| IFP Advisors, Inc | 26,548 | $151.21万 | 0.03% | 302 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,530 | $151.11万 | 0.00% | 21,219 | 重新持有 |
| Foundations Investment Advisors, LLC | 25,725 | $146.53万 | 0.02% | -544 | 减仓 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 25,046 | $142.66万 | 0.77% | -1,977 | 减仓 |
| Brookstone Capital Management | 24,805 | $141.29万 | 0.02% | -1,656 | 减仓 |
| Brooklyn Investment Group | 19,153 | $109.09万 | 0.03% | 0 | 不变 |
| Fiduciary Alliance LLC | 10,739 | $63.40万 | 0.04% | -5,371 | 减仓 |
| Integrated Wealth Concepts LLC | 9,425 | $53.68万 | 0.00% | 9,425 | 新建仓 |
| JANE STREET GROUP, LLC | 7,986 | $45.49万 | 0.00% | 3,510 | 加仓 |
| McKinney Capital Management, LLC | 7,345 | $41.84万 | 0.36% | — | — |
| INTEGRITY ALLIANCE, LLC. | 7,255 | $41.32万 | 0.02% | -2,529 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 7,176 | $40.87万 | 0.00% | 2,295 | 加仓 |
| Mariner, LLC | 7,102 | $40.45万 | 0.00% | 0 | 不变 |
| GDS Wealth Management | 6,996 | $39.85万 | 0.02% | 6,996 | 新建仓 |
| TRUIST FINANCIAL CORP | 6,679 | $38.04万 | 0.00% | 0 | 不变 |
| VestGen Advisors, LLC | 5,554 | $35.01万 | 0.01% | 5,554 | 新建仓 |
| Atria Investments, Inc | 6,120 | $34.86万 | 0.00% | 2,014 | 加仓 |
| VestGen Investment Management | 6,008 | $34.22万 | 0.19% | -96 | 减仓 |
| Bison Wealth, LLC | 5,211 | $33.16万 | 0.03% | 1,044 | 加仓 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,252 | $29.91万 | 0.10% | 140 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,393 | $25.02万 | 0.00% | 4,393 | 新建仓 |
| OSAIC HOLDINGS, INC. | 3,731 | $21.25万 | 0.00% | 858 | 加仓 |
| MORGAN STANLEY | 1,145 | $6.52万 | 0.00% | 0 | 不变 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,130 | $6.44万 | 0.00% | 145 | 加仓 |
| UBS Group AG | 857 | $4.88万 | 0.00% | -361 | 减仓 |
| ASSETMARK, INC | 408 | $2.32万 | 0.00% | -163 | 减仓 |
| Spire Wealth Management | 200 | $1.14万 | 0.00% | 0 | 不变 |
| JPMORGAN CHASE & CO | 1 | $56 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
LGH 董事、高管和大股东的最新买卖申报。专业版可看 🔒