MBSF VALUED ADVISERS TR
REGAN FLTG RATE
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 | 70 | 6,094,199 | $1.56亿 | 15 | 32 | 16 | 6 | $2,210.48万 |
| 2026Q1 | 58 | 5,180,137 | $1.32亿 | 16 | 23 | 13 | 6 | $648.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| State of New Jersey Common Pension Fund D | 加仓 | $1,027.00万 |
| United Asset Strategies, Inc. | 加仓 | $630.07万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $264.23万 |
| HRT FINANCIAL LP | 新建仓 | $113.70万 |
| Auour Investments LLC | 加仓 | $87.04万 |
| Trivium Point Advisory, LLC | 新建仓 | $84.13万 |
| MAI Capital Management | 加仓 | $82.55万 |
| TRUST CO OF TOLEDO NA /OH/ | 加仓 | $66.53万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 加仓 | $65.00万 |
| Advisor OS, LLC | 新建仓 | $59.59万 |
| Provenance Wealth Advisors, LLC | 新建仓 | $49.95万 |
| BlackDiamond Wealth Management, LLC | 加仓 | $46.00万 |
| Q3 Asset Management | 加仓 | $43.45万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $37.14万 |
| Acorn Wealth Advisors, LLC | 加仓 | $34.64万 |
| Concord Wealth Partners | 新建仓 | $34.53万 |
| Concord Asset Management, LLC/VA | 新建仓 | $34.53万 |
| CITADEL ADVISORS LLC | 重新持有 | $25.59万 |
| Apollon Wealth Management, LLC | 加仓 | $23.14万 |
| NewEdge Advisors, LLC | 加仓 | $23.13万 |
2026Q2 卖出最多
| Balefire, LLC | 减仓 | -$350.84万 |
| WealthPLAN Partners, LLC | 减仓 | -$80.40万 |
| WealthPlan Investment Management, LLC | 减仓 | -$65.15万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$57.10万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$39.59万 |
| EXCHANGE TRADED CONCEPTS, LLC | 减仓 | -$32.88万 |
| Biltmore Family Office, LLC | 减仓 | -$31.58万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$28.92万 |
| HBW ADVISORY SERVICES LLC | 减仓 | -$26.43万 |
| RAYMOND JAMES FINANCIAL INC | 清仓 | -$20.77万 |
| Dynasty Wealth Management, LLC | 清仓 | -$20.41万 |
| ROYAL BANK OF CANADA | 减仓 | -$20.33万 |
| Sanctuary Advisors, LLC | 减仓 | -$13.89万 |
| LANE BROTHERS & CO INC | 减仓 | -$12.69万 |
| Summit Financial, LLC | 减仓 | -$8.55万 |
| Opal Wealth Advisors, LLC | 清仓 | -$6.27万 |
| TCP Asset Management, LLC | 减仓 | -$2.50万 |
| Global View Capital Management LLC | 减仓 | -$7,292 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$6,598 |
| Weaver Consulting Group | 减仓 | -$2,824 |
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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 988,999 | $2,539.26万 | 11.16% | 1,683 | 加仓 |
| State of New Jersey Common Pension Fund D | 600,000 | $1,540.50万 | 0.05% | 400,000 | 加仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 452,508 | $1,161.81万 | 0.55% | 102,914 | 加仓 |
| United Asset Strategies, Inc. | 424,493 | $1,089.88万 | 0.77% | 245,403 | 加仓 |
| Auour Investments LLC | 340,554 | $874.37万 | 2.51% | 33,902 | 加仓 |
| Biltmore Family Office, LLC | 251,828 | $646.57万 | 0.85% | -12,299 | 减仓 |
| ROYAL BANK OF CANADA | 241,251 | $619.40万 | 0.00% | -7,918 | 减仓 |
| CWC Advisors, LLC. | 211,437 | $542.86万 | 2.41% | 6,823 | 加仓 |
| Sterneck Capital Management, LLC | 205,476 | $527.56万 | 2.26% | 3,647 | 加仓 |
| Apollon Wealth Management, LLC | 176,502 | $453.17万 | 0.06% | 9,014 | 加仓 |
| Balefire, LLC | 170,092 | $436.71万 | 0.71% | -136,647 | 减仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 155,652 | $399.64万 | 0.02% | -12,805 | 减仓 |
| Acorn Wealth Advisors, LLC | 125,594 | $322.46万 | 0.79% | 13,492 | 加仓 |
| Camarda Financial Advisors, LLC | 123,227 | $316.39万 | 0.96% | 3,654 | 加仓 |
| Bison Wealth, LLC | 118,810 | $304.87万 | 0.28% | 2,426 | 加仓 |
| NewEdge Advisors, LLC | 101,884 | $261.59万 | 0.01% | 9,007 | 加仓 |
| LPL Financial LLC | 98,625 | $253.22万 | 0.00% | 3,813 | 加仓 |
| WealthPlan Investment Management, LLC | 98,427 | $252.71万 | 0.13% | -25,376 | 减仓 |
| BlackDiamond Wealth Management, LLC | 97,787 | $250.87万 | 1.01% | 17,930 | 加仓 |
| Orion Porfolio Solutions, LLC | 82,617 | $212.12万 | 0.02% | 3,781 | 加仓 |
| WESPAC Advisors, LLC | 75,859 | $194.77万 | 0.95% | 1,833 | 加仓 |
| TRUST CO OF TOLEDO NA /OH/ | 72,006 | $184.88万 | 0.15% | 25,913 | 加仓 |
| STIFEL FINANCIAL CORP | 60,078 | $154.25万 | 0.00% | 2,578 | 加仓 |
| WealthPLAN Partners, LLC | 53,864 | $138.30万 | 0.26% | -31,315 | 减仓 |
| MAI Capital Management | 49,796 | $127.85万 | 0.00% | 32,151 | 加仓 |
| HRT FINANCIAL LP | 44,321 | $113.70万 | 0.00% | 44,321 | 新建仓 |
| BEAM WEALTH ADVISORS, INC. | 44,118 | $113.27万 | 0.25% | 2,097 | 加仓 |
| GOLDMAN SACHS GROUP INC | 43,612 | $111.97万 | 0.00% | -11,263 | 减仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 40,323 | $103.53万 | 0.04% | 25,315 | 加仓 |
| Dynamic Advisor Solutions LLC | 36,407 | $93.47万 | 0.03% | 2,323 | 加仓 |
| Q3 Asset Management | 36,309 | $93.20万 | 0.17% | 16,928 | 加仓 |
| Trivium Point Advisory, LLC | 32,769 | $84.13万 | 0.08% | 32,769 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 29,688 | $76.20万 | 0.00% | 14,470 | 加仓 |
| HBW ADVISORY SERVICES LLC | 27,204 | $69.85万 | 0.06% | -10,296 | 减仓 |
| Commerce Advisors, LLC | 26,537 | $68.13万 | 0.37% | 2,925 | 加仓 |
| Advisor OS, LLC | 23,208 | $59.59万 | 0.04% | 23,208 | 新建仓 |
| CITADEL ADVISORS LLC | 22,812 | $58.57万 | 0.00% | 9,965 | 重新持有 |
| Sanctuary Advisors, LLC | 21,127 | $54.24万 | 0.00% | -5,409 | 减仓 |
| Diesslin Group, Inc. | 20,101 | $51.61万 | 0.20% | 12 | 加仓 |
| R2 Capital Strategies, LLC | 19,897 | $51.09万 | 0.23% | — | — |
| Provenance Wealth Advisors, LLC | 19,455 | $49.95万 | 0.05% | 19,455 | 新建仓 |
| TCP Asset Management, LLC | 15,280 | $39.23万 | 0.04% | -974 | 减仓 |
| OneAscent Financial Services LLC | 14,796 | $37.99万 | 0.02% | 325 | 加仓 |
| LANE BROTHERS & CO INC | 14,725 | $37.81万 | 0.25% | -4,943 | 减仓 |
| Global View Capital Management LLC | 14,356 | $36.86万 | 0.08% | -284 | 减仓 |
| Concord Asset Management, LLC/VA | 13,448 | $34.53万 | 0.05% | 13,448 | 新建仓 |
| Concord Wealth Partners | 13,448 | $34.53万 | 0.04% | 13,448 | 新建仓 |
| J.W. COLE ADVISORS, INC. | 13,395 | $34.39万 | 0.01% | 890 | 重新持有 |
| SILVER OAK SECURITIES, INCORPORATED | 12,817 | $32.91万 | 0.02% | -257 | 减仓 |
| OSAIC HOLDINGS, INC. | 11,608 | $29.80万 | 0.00% | 2,083 | 加仓 |
内部人交易（Form 4）
MBSF 董事、高管和大股东的最新买卖申报。专业版可看 🔒