OSCV ETF SER SOLUTIONS
OPUS SML CP VL
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 | 75 | 22,121,479 | $9.33亿 | 7 | 35 | 22 | 7 | $9,681.25万 |
| 2026Q1 | 72 | 19,804,909 | $7.82亿 | 9 | 26 | 27 | 11 | -$6,659.00万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Integrated Wealth Concepts LLC | 加仓 | $1,298.64万 |
| Diversified Enterprises, LLC | 加仓 | $330.84万 |
| Signal Advisors Wealth, LLC | 加仓 | $228.04万 |
| Independent Advisor Alliance | 加仓 | $174.74万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $138.96万 |
| RFG Advisory, LLC | 新建仓 | $129.14万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $104.94万 |
| Park Place Capital Corp | 加仓 | $61.33万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $54.27万 |
| Financial Guidance Group, Inc. | 加仓 | $53.67万 |
| Second Line Capital, LLC | 加仓 | $49.14万 |
| ROYAL BANK OF CANADA | 新建仓 | $45.70万 |
| Mendel Money Management | 加仓 | $40.67万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $40.47万 |
| BROGAN FINANCIAL, INC. | 加仓 | $36.86万 |
| First Heartland Consultants, Inc. | 加仓 | $32.72万 |
| GERBER, LLC | 加仓 | $32.20万 |
| United Advisor Group, LLC | 加仓 | $27.35万 |
| Strong Retirement Solutions LLC | 新建仓 | $23.30万 |
| MARIPAU WEALTH MANAGEMENT LLC | 加仓 | $20.29万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$5,098.51万 |
| KFG WEALTH MANAGEMENT, LLC | 减仓 | -$2,022.58万 |
| Aptus Capital Advisors, LLC | 减仓 | -$829.04万 |
| Savvy Advisors, Inc. | 减仓 | -$439.57万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 减仓 | -$258.59万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$129.76万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$125.62万 |
| Advisory Services Network, LLC | 减仓 | -$122.24万 |
| True Vision MN LLC | 清仓 | -$78.90万 |
| LPL Financial LLC | 减仓 | -$78.72万 |
| HRT FINANCIAL LP | 清仓 | -$71.20万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$59.94万 |
| MERCER GLOBAL ADVISORS INC /ADV | 清仓 | -$38.45万 |
| CENTRAL TRUST Co | 减仓 | -$37.73万 |
| Betterment LLC | 清仓 | -$37.70万 |
| Quantinno Capital Management LP | 清仓 | -$31.58万 |
| Cushing Capital Partners, LLC | 减仓 | -$28.44万 |
| RENASANT BANK | 减仓 | -$26.50万 |
| Retirement Planning Group, LLC | 减仓 | -$25.65万 |
| SWS Partners | 减仓 | -$24.99万 |
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 5,562,676 | $2.19亿 | 1.72% | -210,203 | 减仓 |
| Integrated Wealth Concepts LLC | 2,311,338 | $9,115.91万 | 0.73% | 329,270 | 加仓 |
| Diversified Enterprises, LLC | 1,868,717 | $7,370.22万 | 4.02% | 83,885 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,538,543 | $6,068.01万 | 3.82% | -65,566 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 975,399 | $3,846.97万 | 0.01% | 26,608 | 重新持有 |
| Corient Private Wealth LP | 931,290 | $3,673.01万 | 0.05% | -1,292,726 | 减仓 |
| BROGAN FINANCIAL, INC. | 817,618 | $3,224.69万 | 14.18% | 9,345 | 加仓 |
| Second Line Capital, LLC | 592,935 | $2,449.41万 | 4.62% | 11,896 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 553,488 | $2,182.96万 | 0.01% | 10,260 | 加仓 |
| First Heartland Consultants, Inc. | 552,154 | $2,177.70万 | 1.67% | 8,296 | 加仓 |
| Park Place Capital Corp | 501,951 | $1,979.70万 | 3.97% | 15,550 | 加仓 |
| Waterloo Capital, L.P. | 463,754 | $1,829.04万 | 1.28% | -4,683 | 减仓 |
| Signal Advisors Wealth, LLC | 273,404 | $1,078.31万 | 0.74% | 57,819 | 加仓 |
| Clarus Group, Inc. | 268,489 | $1,058.92万 | 3.80% | -1,738 | 减仓 |
| United Advisor Group, LLC | 261,589 | $1,031.71万 | 1.27% | 6,934 | 加仓 |
| 6th Street Advisors, LLC | 234,841 | $926.21万 | 5.83% | — | — |
| SWS Partners | 231,124 | $911.55万 | 2.12% | -6,336 | 减仓 |
| Financial Guidance Group, Inc. | 166,592 | $657.04万 | 2.64% | 13,607 | 加仓 |
| Advisory Services Network, LLC | 162,683 | $641.62万 | 0.09% | -30,993 | 减仓 |
| MBE Wealth Management, LLC | 141,097 | $556.49万 | 2.31% | -2,155 | 减仓 |
| LPL Financial LLC | 139,059 | $548.45万 | 0.00% | -19,960 | 减仓 |
| SILVER OAK SECURITIES, INCORPORATED | 109,519 | $431.94万 | 0.32% | -31,850 | 减仓 |
| Prime Capital Investment Advisors, LLC | 87,817 | $346.35万 | 0.04% | 13,759 | 加仓 |
| RENASANT BANK | 82,322 | $324.68万 | 2.30% | -6,718 | 减仓 |
| Independent Advisor Alliance | 82,269 | $324.47万 | 0.03% | 44,304 | 加仓 |
| Cushing Capital Partners, LLC | 81,746 | $322.41万 | 2.48% | -7,211 | 减仓 |
| MARIPAU WEALTH MANAGEMENT LLC | 71,421 | $281.69万 | 1.24% | 5,144 | 加仓 |
| CENTRAL TRUST Co | 61,517 | $242.62万 | 0.05% | -9,567 | 减仓 |
| Regal Investment Advisors LLC | 58,204 | $229.56万 | 0.13% | 2,352 | 加仓 |
| Lord & Richards Wealth Management, LLC | 53,688 | $211.75万 | 1.86% | 1,781 | 加仓 |
| Savvy Advisors, Inc. | 49,694 | $195.99万 | 0.05% | -111,454 | 减仓 |
| Mendel Money Management | 45,677 | $180.15万 | 0.75% | 10,313 | 加仓 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 43,710 | $172.39万 | 0.73% | 1,458 | 加仓 |
| TrueWealth Advisors, LLC | 35,709 | $140.84万 | 0.35% | -2,310 | 减仓 |
| GOLDMAN SACHS GROUP INC | 35,233 | $138.96万 | 0.00% | 35,233 | 新建仓 |
| TWO SIGMA INVESTMENTS, LP | 34,800 | $137.25万 | 0.00% | -32,900 | 减仓 |
| RFG Advisory, LLC | 32,744 | $129.14万 | 0.02% | 32,744 | 新建仓 |
| Atria Investments, Inc | 32,417 | $127.85万 | 0.01% | -2,225 | 减仓 |
| KFG WEALTH MANAGEMENT, LLC | 32,236 | $127.14万 | 0.16% | -512,820 | 减仓 |
| DIVERSIFIED TRUST CO | 31,008 | $122.30万 | 0.02% | 0 | 不变 |
| Talon Private Wealth, LLC | 26,958 | $106.32万 | 0.14% | — | — |
| GERBER, LLC | 24,491 | $96.59万 | 0.54% | 8,164 | 加仓 |
| Kestra Advisory Services, LLC | 24,418 | $96.30万 | 0.00% | -703 | 减仓 |
| Second Half Financial Partners, LLC | 20,192 | $79.64万 | 0.36% | 2,067 | 加仓 |
| Visionary Horizons, LLC | 16,608 | $65.50万 | 0.32% | 1,786 | 加仓 |
| ROYAL BANK OF CANADA | 11,598 | $45.70万 | 0.00% | 11,598 | 新建仓 |
| OSAIC HOLDINGS, INC. | 10,167 | $40.12万 | 0.00% | -307 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,202 | $32.35万 | 0.00% | -15,199 | 减仓 |
| Heritage Wealth Management, Inc. | 7,830 | $30.88万 | 0.15% | 0 | 不变 |
| Town Capital LLC | 7,690 | $30.33万 | 0.25% | -5,030 | 减仓 |
内部人交易（Form 4）
OSCV 董事、高管和大股东的最新买卖申报。专业版可看 🔒