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 🔒 | ||||||||
2026Q1 买入最多
| CREATIVE FINANCIAL DESIGNS INC /ADV | 新建仓 | $891.81万 |
| ROYAL BANK OF CANADA | 加仓 | $423.62万 |
| Apollon Wealth Management, LLC | 加仓 | $201.32万 |
| United Asset Strategies, Inc. | 加仓 | $193.44万 |
| LPL Financial LLC | 加仓 | $180.03万 |
| STIFEL FINANCIAL CORP | 新建仓 | $146.68万 |
| TRUST CO OF TOLEDO NA /OH/ | 新建仓 | $117.58万 |
| Acorn Wealth Advisors, LLC | 加仓 | $65.00万 |
| NewEdge Advisors, LLC | 加仓 | $54.49万 |
| Q3 Asset Management | 新建仓 | $49.40万 |
| MAI Capital Management | 新建仓 | $45.01万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $39.59万 |
| OneAscent Financial Services LLC | 新建仓 | $36.92万 |
| Krilogy Financial LLC | 新建仓 | $28.18万 |
| Waterfront Wealth Inc. | 新建仓 | $26.02万 |
| Sterneck Capital Management, LLC | 加仓 | $20.90万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $20.77万 |
| Dynasty Wealth Management, LLC | 新建仓 | $20.41万 |
| TCP Asset Management, LLC | 加仓 | $18.52万 |
| FLOW TRADERS U.S. LLC | 加仓 | $16.98万 |
2026Q1 卖出最多
| WealthPlan Investment Management, LLC | 减仓 | -$637.06万 |
| Diesslin Group, Inc. | 减仓 | -$555.14万 |
| Castleview Partners, LLC | 减仓 | -$290.36万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 清仓 | -$132.56万 |
| Balefire, LLC | 减仓 | -$119.95万 |
| CacheTech Inc. | 清仓 | -$77.03万 |
| WealthPLAN Partners, LLC | 减仓 | -$61.33万 |
| TRUIST FINANCIAL CORP | 清仓 | -$53.44万 |
| Biltmore Family Office, LLC | 减仓 | -$47.18万 |
| HBW ADVISORY SERVICES LLC | 减仓 | -$31.90万 |
| Stegent Equity Advisors, Inc. | 清仓 | -$22.49万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$7.33万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$3.70万 |
| Global View Capital Management LLC | 减仓 | -$1.66万 |
| Chicago Partners Investment Group LLC | 减仓 | -$1.50万 |
| FWL INVESTMENT MANAGEMENT, LLC | 减仓 | -$1.47万 |
| UBS Group AG | 清仓 | -$8,565 |
| TUCKER ASSET MANAGEMENT LLC | 清仓 | -$3,667 |
| Weaver Consulting Group | 减仓 | -$3,469 |
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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 987,316 | $2,518.64万 | 12.91% | -113,822 | 减仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 349,594 | $891.81万 | 0.54% | 349,594 | 新建仓 |
| Balefire, LLC | 306,739 | $782.49万 | 1.46% | -47,022 | 减仓 |
| Auour Investments LLC | 306,652 | $782.27万 | 2.46% | 1,197 | 加仓 |
| Biltmore Family Office, LLC | 264,127 | $673.79万 | 0.94% | -18,493 | 减仓 |
| ROYAL BANK OF CANADA | 249,169 | $635.60万 | 0.00% | 166,069 | 加仓 |
| CWC Advisors, LLC. | 204,614 | $521.97万 | 2.48% | 3,379 | 加仓 |
| Sterneck Capital Management, LLC | 201,829 | $514.87万 | 2.31% | 8,193 | 加仓 |
| State of New Jersey Common Pension Fund D | 200,000 | $510.20万 | 0.02% | 0 | 不变 |
| United Asset Strategies, Inc. | 179,090 | $456.86万 | 0.36% | 75,828 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 168,457 | $429.73万 | 0.03% | 0 | 不变 |
| Apollon Wealth Management, LLC | 167,488 | $427.26万 | 0.07% | 78,918 | 加仓 |
| WealthPlan Investment Management, LLC | 123,803 | $315.82万 | 0.18% | -249,729 | 减仓 |
| Camarda Financial Advisors, LLC | 119,573 | $305.03万 | 1.61% | 721 | 加仓 |
| Bison Wealth, LLC | 116,384 | $298.35万 | 0.28% | 6,543 | 加仓 |
| Acorn Wealth Advisors, LLC | 112,102 | $285.97万 | 0.83% | 25,481 | 加仓 |
| LPL Financial LLC | 94,812 | $241.86万 | 0.00% | 70,572 | 加仓 |
| NewEdge Advisors, LLC | 92,877 | $236.93万 | 0.01% | 21,360 | 加仓 |
| WealthPLAN Partners, LLC | 85,179 | $217.29万 | 0.42% | -24,041 | 减仓 |
| BlackDiamond Wealth Management, LLC | 79,857 | $203.72万 | 0.98% | 3,020 | 加仓 |
| Orion Porfolio Solutions, LLC | 78,836 | $201.11万 | 0.02% | -1,452 | 减仓 |
| WESPAC Advisors, LLC | 74,026 | $188.84万 | 1.03% | 5,486 | 加仓 |
| STIFEL FINANCIAL CORP | 57,500 | $146.68万 | 0.00% | 57,500 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 54,875 | $139.99万 | 0.00% | 0 | 不变 |
| TRUST CO OF TOLEDO NA /OH/ | 46,093 | $117.58万 | 0.11% | 46,093 | 新建仓 |
| BEAM WEALTH ADVISORS, INC. | 42,021 | $107.20万 | 0.27% | 2,760 | 加仓 |
| HBW ADVISORY SERVICES LLC | 37,500 | $95.66万 | 0.10% | -12,503 | 减仓 |
| Dynamic Advisor Solutions LLC | 34,084 | $86.95万 | 0.03% | 2,816 | 加仓 |
| Sanctuary Advisors, LLC | 26,536 | $67.69万 | 0.00% | 4,850 | 加仓 |
| Commerce Advisors, LLC | 23,612 | $60.23万 | 0.51% | — | — |
| FLOW TRADERS U.S. LLC | 22,401 | $57.10万 | 0.02% | 6,660 | 加仓 |
| Diesslin Group, Inc. | 20,089 | $51.25万 | 0.23% | -217,620 | 减仓 |
| LANE BROTHERS & CO INC | 19,668 | $50.17万 | 0.37% | 1,043 | 加仓 |
| Q3 Asset Management | 19,381 | $49.40万 | 0.12% | 19,381 | 新建仓 |
| MAI Capital Management | 17,645 | $45.01万 | 0.00% | 17,645 | 新建仓 |
| TCP Asset Management, LLC | 16,254 | $41.46万 | 0.05% | 7,261 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,521 | $39.59万 | 0.00% | 15,521 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 15,218 | $38.80万 | 0.00% | 763 | 加仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 15,008 | $38.29万 | 0.02% | -2,873 | 减仓 |
| Global View Capital Management LLC | 14,640 | $37.35万 | 0.10% | -649 | 减仓 |
| OneAscent Financial Services LLC | 14,471 | $36.92万 | 0.02% | 14,471 | 新建仓 |
| SILVER OAK SECURITIES, INCORPORATED | 13,074 | $33.35万 | 0.02% | 481 | 加仓 |
| Summit Financial, LLC | 12,148 | $30.99万 | 0.00% | 0 | 不变 |
| Krilogy Financial LLC | 11,000 | $28.18万 | 0.01% | 11,000 | 新建仓 |
| J2 Capital Management Inc | 10,273 | $26.21万 | 0.18% | 0 | 不变 |
| Waterfront Wealth Inc. | 10,200 | $26.02万 | 0.05% | 10,200 | 新建仓 |
| Chicago Partners Investment Group LLC | 9,838 | $25.33万 | 0.01% | -581 | 减仓 |
| OSAIC HOLDINGS, INC. | 9,525 | $24.30万 | 0.00% | 1,173 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 8,142 | $20.77万 | 0.00% | 8,142 | 新建仓 |
| Dynasty Wealth Management, LLC | 8,000 | $20.41万 | 0.00% | 8,000 | 新建仓 |
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 🔒