OVL LISTED FDS TR
SHARES LAG CAP
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 | 48 | 3,666,831 | $2.08亿 | 17 | 15 | 10 | 6 | $3,007.22万 |
| 2026Q1 | 36 | 3,122,852 | $1.71亿 | 4 | 13 | 13 | 4 | $1,866.70万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| NEW WAVE WEALTH ADVISORS LLC | 新建仓 | $1,632.63万 |
| LPL Financial LLC | 加仓 | $329.54万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $268.53万 |
| Bison Wealth, LLC | 加仓 | $167.21万 |
| MILESTONE ASSET MANAGEMENT, LLC | 新建仓 | $142.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $116.26万 |
| Equitable Holdings, Inc. | 加仓 | $101.88万 |
| CAP Partners, LLC | 新建仓 | $87.62万 |
| WELLS FARGO & COMPANY/MN | 新建仓 | $85.92万 |
| Nuveen, LLC | 新建仓 | $83.19万 |
| Wealthcare Advisory Partners LLC | 新建仓 | $72.00万 |
| Arax Advisory Partners | 新建仓 | $70.48万 |
| PFG Investments, LLC | 新建仓 | $69.72万 |
| Janney Montgomery Scott LLC | 加仓 | $66.00万 |
| ROYAL BANK OF CANADA | 加仓 | $64.01万 |
| Mariner, LLC | 新建仓 | $50.70万 |
| SHELTON CAPITAL MANAGEMENT | 加仓 | $38.14万 |
| World Investment Advisors | 新建仓 | $32.97万 |
| True Link Financial Advisors, LLC | 新建仓 | $26.69万 |
| StoneX Group Inc. | 新建仓 | $20.28万 |
2026Q2 卖出最多
| Private Advisor Group, LLC | 清仓 | -$179.12万 |
| Legacy Private Trust Co. | 减仓 | -$127.64万 |
| Hilltop Holdings Inc. | 重新持有 | -$75.28万 |
| GTS SECURITIES LLC | 清仓 | -$39.25万 |
| Modera Wealth Management, LLC | 清仓 | -$35.54万 |
| Elevation Advisory Partners LLC | 清仓 | -$33.57万 |
| EVOLUTION WEALTH MANAGEMENT INC. | 减仓 | -$31.44万 |
| Creative Planning | 清仓 | -$20.49万 |
| REAP Financial Group, LLC | 减仓 | -$16.60万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$12.21万 |
| JPMORGAN CHASE & CO | 减仓 | -$6.99万 |
| Oasis Advisors, LLC | 重新持有 | -$2.44万 |
| AE Wealth Management LLC | 减仓 | -$2.37万 |
| Noble Wealth Management PBC | 清仓 | -$2.01万 |
| Atlantic Union Bankshares Corp | 减仓 | -$1.04万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$5,775 |
| MORGAN STANLEY | 减仓 | -$4,812 |
| QTR Family Wealth, LLC | 减仓 | -$3,000 |
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 |
|---|---|---|---|---|---|
| Bison Wealth, LLC | 2,034,316 | $1.16亿 | 10.64% | 29,340 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 303,398 | $1,717.53万 | 0.00% | 20,537 | 加仓 |
| NEW WAVE WEALTH ADVISORS LLC | 288,400 | $1,632.63万 | 2.22% | 288,400 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 225,933 | $1,279.01万 | 0.00% | 47,435 | 加仓 |
| JPMORGAN CHASE & CO | 87,170 | $489.11万 | 0.00% | -1,246 | 减仓 |
| ROYAL BANK OF CANADA | 78,400 | $443.80万 | 0.00% | 11,307 | 加仓 |
| LPL Financial LLC | 72,164 | $408.52万 | 0.00% | 58,213 | 加仓 |
| Legacy Private Trust Co. | 63,645 | $360.29万 | 0.20% | -22,548 | 减仓 |
| Janney Montgomery Scott LLC | 48,551 | $274.80万 | 0.01% | 11,661 | 加仓 |
| Johnson & White Wealth Management, LLC | 37,892 | $214.50万 | 0.80% | 2,829 | 加仓 |
| EVOLUTION WEALTH MANAGEMENT INC. | 36,489 | $206.57万 | 1.21% | -5,554 | 减仓 |
| Smartleaf Asset Management LLC | 35,611 | $199.81万 | 0.06% | 0 | 不变 |
| Apollon Wealth Management, LLC | 35,050 | $198.42万 | 0.02% | 600 | 加仓 |
| SHELTON CAPITAL MANAGEMENT | 33,869 | $191.73万 | 0.04% | 6,738 | 加仓 |
| Equitable Holdings, Inc. | 31,300 | $177.19万 | 0.01% | 17,996 | 加仓 |
| MILESTONE ASSET MANAGEMENT, LLC | 25,133 | $142.28万 | 0.22% | 25,133 | 新建仓 |
| CAP Partners, LLC | 15,478 | $87.62万 | 0.43% | 15,478 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 15,177 | $85.92万 | 0.00% | 15,177 | 新建仓 |
| Nuveen, LLC | 14,696 | $83.19万 | 0.00% | 14,696 | 新建仓 |
| LANARK FINANCIAL, INC. | 13,858 | $78.45万 | 0.05% | 1,423 | 加仓 |
| Wealthcare Advisory Partners LLC | 12,719 | $72.00万 | 0.01% | 12,719 | 新建仓 |
| OLD MISSION CAPITAL LLC | 12,686 | $71.82万 | 0.01% | -2,156 | 减仓 |
| Arax Advisory Partners | 12,450 | $70.48万 | 0.00% | 12,450 | 新建仓 |
| PFG Investments, LLC | 12,316 | $69.72万 | 0.03% | 12,316 | 新建仓 |
| STIFEL FINANCIAL CORP | 12,250 | $69.35万 | 0.00% | 0 | 不变 |
| Luminist Capital LLC | 11,076 | $60.68万 | 0.68% | 2,724 | 加仓 |
| Oasis Advisors, LLC | 10,142 | $57.41万 | 0.37% | -431 | 重新持有 |
| Waterloo Capital, L.P. | 10,087 | $57.10万 | 0.03% | 2,277 | 加仓 |
| Mariner, LLC | 8,956 | $50.70万 | 0.00% | 8,956 | 新建仓 |
| OSAIC HOLDINGS, INC. | 7,512 | $42.53万 | 0.00% | -102 | 减仓 |
| NICOLET BANKSHARES INC | 7,314 | $41.40万 | 0.01% | 114 | 加仓 |
| RiverFront Investment Group, LLC | 7,067 | $40.01万 | 0.01% | 490 | 加仓 |
| REAP Financial Group, LLC | 7,024 | $39.76万 | 0.07% | -2,933 | 减仓 |
| AE Wealth Management LLC | 6,793 | $38.46万 | 0.00% | -418 | 减仓 |
| World Investment Advisors | 5,882 | $32.97万 | 0.01% | 5,882 | 新建仓 |
| True Link Financial Advisors, LLC | 4,714 | $26.69万 | 0.02% | 4,714 | 新建仓 |
| QTR Family Wealth, LLC | 4,504 | $25.50万 | 0.09% | -53 | 减仓 |
| Atlantic Union Bankshares Corp | 3,600 | $20.38万 | 0.00% | -183 | 减仓 |
| StoneX Group Inc. | 3,582 | $20.28万 | 0.01% | 3,582 | 新建仓 |
| Hilltop Holdings Inc. | 3,544 | $20.06万 | 0.02% | -13,298 | 重新持有 |
| Beaird Harris Wealth Management, LLC | 2,219 | $12.56万 | 0.01% | 0 | 不变 |
| MORGAN STANLEY | 1,715 | $9.71万 | 0.00% | -85 | 减仓 |
| BANK OF MONTREAL /CAN/ | 730 | $4.13万 | 0.00% | 730 | 新建仓 |
| TSFG, LLC | 526 | $3.00万 | 0.00% | 526 | 新建仓 |
| UBS Group AG | 419 | $2.37万 | 0.00% | 0 | 不变 |
| Triumph Capital Management | 361 | $2.04万 | 0.00% | 361 | 新建仓 |
| SALEM INVESTMENT COUNSELORS INC | 100 | $5,661 | 0.00% | 100 | 新建仓 |
| Silver Grove Financial Group, Inc. | 13 | $736 | 0.00% | 13 | 新建仓 |
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