PEO ADAM NAT RES FD INC
COM
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 | 99 | 10,965,726 | $2.71亿 | 13 | 44 | 27 | 13 | $1,052.75万 |
| 2026Q1 | 99 | 10,531,822 | $2.93亿 | 18 | 46 | 19 | 5 | -$886.28万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $822.52万 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 加仓 | $136.84万 |
| St. James Investment Company, LLC | 新建仓 | $107.56万 |
| COHEN & STEERS, INC. | 加仓 | $88.96万 |
| Calamos Advisors LLC | 新建仓 | $83.83万 |
| Navis Wealth Advisors, LLC | 新建仓 | $77.93万 |
| MILLENNIUM MANAGEMENT LLC | 加仓 | $69.88万 |
| Advisors Asset Management, Inc. | 加仓 | $66.09万 |
| BURNEY CO/ | 加仓 | $39.02万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $35.79万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $34.93万 |
| LPL Financial LLC | 加仓 | $33.42万 |
| NorthRock Partners, LLC | 新建仓 | $31.58万 |
| JANE STREET GROUP, LLC | 加仓 | $29.21万 |
| SPROTT INC. | 加仓 | $25.64万 |
| Sovereign Financial Group, Inc. | 新建仓 | $25.60万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 加仓 | $24.09万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $23.67万 |
| Private Advisor Group, LLC | 新建仓 | $21.74万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $21.73万 |
2026Q1 卖出最多
| Saba Capital Management, L.P. | 减仓 | -$1,210.94万 |
| Penserra Capital Management LLC | 清仓 | -$652.50万 |
| Pathstone Holdings, LLC | 减仓 | -$502.83万 |
| ROYAL BANK OF CANADA | 减仓 | -$257.77万 |
| CSS LLC/IL | 减仓 | -$69.42万 |
| Verition Fund Management LLC | 减仓 | -$49.00万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$41.26万 |
| PFG Investments, LLC | 清仓 | -$32.07万 |
| WOLVERINE ASSET MANAGEMENT LLC | 减仓 | -$31.26万 |
| Focus Partners Wealth | 重新持有 | -$15.44万 |
| Baird Financial Group, Inc. | 减仓 | -$15.23万 |
| NewEdge Advisors, LLC | 减仓 | -$14.73万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$13.99万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$11.41万 |
| UBS Group AG | 减仓 | -$11.09万 |
| CULLEN INVESTMENT GROUP, LTD. | 减仓 | -$8.48万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 减仓 | -$7.34万 |
| LAZARD ASSET MANAGEMENT LLC | 减仓 | -$5.45万 |
| HIGHLINE WEALTH PARTNERS LLC | 清仓 | -$3.26万 |
| Advisory Services Network, LLC | 重新持有 | -$3.19万 |
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 |
|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 2,621,907 | $7,288.90万 | 2.57% | 49,223 | 加仓 |
| Saba Capital Management, L.P. | 2,262,661 | $6,290.20万 | 1.74% | -435,589 | 减仓 |
| MORGAN STANLEY | 1,274,212 | $3,542.31万 | 0.00% | 295,869 | 加仓 |
| LAZARD ASSET MANAGEMENT LLC | 507,006 | $1,409.48万 | 0.02% | -1,960 | 减仓 |
| ROYAL BANK OF CANADA | 426,717 | $1,186.30万 | 0.00% | -92,722 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 239,336 | $665.35万 | 0.00% | 12,565 | 加仓 |
| COHEN & STEERS, INC. | 181,985 | $505.90万 | 0.01% | 32,000 | 加仓 |
| Basepoint Wealth LLC | 165,998 | $461.47万 | 2.64% | -959 | 减仓 |
| INTREPID FAMILY OFFICE LLC | 156,000 | $433.68万 | 3.51% | 2,621 | 加仓 |
| Verition Fund Management LLC | 131,450 | $365.43万 | 0.02% | -17,625 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 124,273 | $345.48万 | 0.00% | 1,107 | 加仓 |
| FCA CORP /TX | 118,306 | $328.89万 | 0.93% | 5,819 | 加仓 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 113,761 | $316.26万 | 0.01% | 0 | 不变 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 113,357 | $315.13万 | 0.45% | -2,640 | 减仓 |
| Advisors Asset Management, Inc. | 101,998 | $283.55万 | 0.05% | 23,775 | 加仓 |
| Whitener Capital Management, Inc. | 89,504 | $248.82万 | 0.57% | 1,958 | 加仓 |
| NORTH STAR ASSET MANAGEMENT INC | 88,029 | $244.72万 | 0.11% | 611 | 加仓 |
| LPL Financial LLC | 80,156 | $222.83万 | 0.00% | 12,021 | 加仓 |
| FIRST TRUST ADVISORS LP | 77,470 | $215.37万 | 0.00% | 6,175 | 加仓 |
| SPROTT INC. | 76,742 | $213.34万 | 0.06% | 9,222 | 加仓 |
| D.A. DAVIDSON & CO. | 74,933 | $208.32万 | 0.01% | 6,971 | 加仓 |
| CSS LLC/IL | 74,495 | $207.10万 | 0.10% | -24,973 | 减仓 |
| Pathstone Holdings, LLC | 72,803 | $202.39万 | 0.01% | -180,874 | 减仓 |
| UHLMANN PRICE SECURITIES, LLC | 67,396 | $187.36万 | 0.13% | 1,216 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,645 | $174.22万 | 0.00% | 5,017 | 加仓 |
| Uncommon Cents Investing LLC | 61,519 | $171.02万 | 0.40% | 2,635 | 加仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 51,280 | $142.56万 | 0.07% | 1,190 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 49,164 | $138.25万 | 0.00% | 12,726 | 加仓 |
| BURNEY CO/ | 47,802 | $132.89万 | 0.04% | 14,037 | 加仓 |
| WELLS FARGO & COMPANY/MN | 42,938 | $119.37万 | 0.00% | 355 | 加仓 |
| STIFEL FINANCIAL CORP | 42,902 | $119.27万 | 0.00% | -279 | 减仓 |
| Wealthcare Advisory Partners LLC | 39,644 | $110.21万 | 0.02% | 3,462 | 加仓 |
| St. James Investment Company, LLC | 38,690 | $107.56万 | 0.17% | 38,690 | 新建仓 |
| MILLENNIUM MANAGEMENT LLC | 38,445 | $106.88万 | 0.00% | 25,135 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 38,210 | $106.22万 | 0.02% | -5,033 | 减仓 |
| ROBERTS GLORE & CO INC /IL/ | 36,175 | $100.57万 | 0.28% | 2,075 | 加仓 |
| Walsh & Associates, LLC | 35,472 | $98.61万 | 0.98% | 319 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 35,464 | $98.60万 | 0.00% | 5,257 | 加仓 |
| Kestra Advisory Services, LLC | 34,799 | $96.74万 | 0.00% | 3,160 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 34,305 | $95.37万 | 0.01% | -11,246 | 减仓 |
| HighTower Advisors, LLC | 31,635 | $87.94万 | 0.00% | 205 | 加仓 |
| Calamos Advisors LLC | 30,153 | $83.83万 | 0.00% | 30,153 | 新建仓 |
| Cetera Investment Advisers | 29,673 | $82.49万 | 0.00% | 2,663 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,473 | $79.16万 | 0.00% | 196 | 加仓 |
| Navis Wealth Advisors, LLC | 28,033 | $77.93万 | 0.40% | 28,033 | 新建仓 |
| UBS Group AG | 27,283 | $75.85万 | 0.00% | -3,989 | 减仓 |
| Baird Financial Group, Inc. | 26,918 | $74.83万 | 0.00% | -5,479 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 25,824 | $71.79万 | 0.04% | 491 | 加仓 |
| CULLEN INVESTMENT GROUP, LTD. | 24,350 | $67.69万 | 0.09% | -3,049 | 减仓 |
| Kovack Advisors, Inc. | 24,152 | $64.13万 | 0.03% | 440 | 加仓 |
内部人交易（Form 4）
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