PSQO PALMER SQUARE FUNDS TRUST
CR OPPORTUNITIES
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 | 22 | 8,782,622 | $1.82亿 | 4 | 14 | 3 | 2 | $1,098.39万 |
| 2026Q1 | 20 | 8,251,649 | $1.69亿 | 6 | 9 | 5 | 4 | $6,995.90万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Prime Capital Investment Advisors, LLC | 新建仓 | $4,894.18万 |
| Providence Financial Advisors, LLC | 加仓 | $1,004.33万 |
| Mariner, LLC | 加仓 | $769.67万 |
| ATWOOD & PALMER INC | 加仓 | $242.43万 |
| LAKE STREET PRIVATE WEALTH, LLC | 加仓 | $231.36万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $63.34万 |
| AE Wealth Management LLC | 新建仓 | $58.31万 |
| Accurate Wealth Management, LLC | 加仓 | $36.83万 |
| Navis Wealth Advisors, LLC | 新建仓 | $25.88万 |
| MGO ONE SEVEN LLC | 新建仓 | $20.39万 |
| Savvy Advisors, Inc. | 加仓 | $6.71万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 加仓 | $4.88万 |
| JPMORGAN CHASE & CO | 新建仓 | $4.03万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 加仓 | $3.34万 |
| Farther Finance Advisors, LLC | 加仓 | $5,515 |
2026Q1 卖出最多
| Advisory Resource Group | 减仓 | -$326.43万 |
| JANE STREET GROUP, LLC | 减仓 | -$25.33万 |
| Elyxium Wealth, LLC | 清仓 | -$7.22万 |
| BlackDiamond Wealth Management, LLC | 减仓 | -$6.20万 |
| OneDigital Investment Advisors LLC | 减仓 | -$2.54万 |
| Beaird Harris Wealth Management, LLC | 清仓 | -$1.28万 |
| MORGAN STANLEY | 清仓 | -$4,867 |
| FAS Wealth Partners, Inc. | 减仓 | -$4,371 |
| UBS Group AG | 清仓 | -$4,269 |
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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,385,079 | $4,894.18万 | 0.57% | 2,385,079 | 新建仓 |
| ATWOOD & PALMER INC | 2,019,239 | $4,143.48万 | 2.34% | 118,143 | 加仓 |
| Mariner, LLC | 1,253,784 | $2,572.77万 | 0.03% | 375,085 | 加仓 |
| Advisory Resource Group | 949,382 | $1,948.13万 | 3.35% | -159,077 | 减仓 |
| LAKE STREET PRIVATE WEALTH, LLC | 724,769 | $1,487.22万 | 1.89% | 112,748 | 加仓 |
| Providence Financial Advisors, LLC | 509,141 | $1,044.76万 | 5.95% | 489,440 | 加仓 |
| BlackDiamond Wealth Management, LLC | 87,232 | $179.00万 | 0.86% | -3,020 | 减仓 |
| Accurate Wealth Management, LLC | 73,945 | $152.47万 | 0.18% | 17,863 | 加仓 |
| Savvy Advisors, Inc. | 65,716 | $134.85万 | 0.04% | 3,269 | 加仓 |
| OneDigital Investment Advisors LLC | 34,065 | $69.90万 | 0.01% | -1,239 | 减仓 |
| GOLDMAN SACHS GROUP INC | 30,867 | $63.34万 | 0.00% | 30,867 | 新建仓 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,389 | $62.36万 | 0.08% | 1,630 | 加仓 |
| AE Wealth Management LLC | 28,418 | $58.31万 | 0.00% | 28,418 | 新建仓 |
| JANE STREET GROUP, LLC | 18,177 | $37.30万 | 0.00% | -12,343 | 减仓 |
| ENDEAVOR PRIVATE WEALTH, INC. | 13,625 | $27.96万 | 0.08% | 2,376 | 加仓 |
| Navis Wealth Advisors, LLC | 12,611 | $25.88万 | 0.13% | 12,611 | 新建仓 |
| MGO ONE SEVEN LLC | 9,935 | $20.39万 | 0.00% | 9,935 | 新建仓 |
| FAS Wealth Partners, Inc. | 2,525 | $5.18万 | 0.00% | -213 | 减仓 |
| JPMORGAN CHASE & CO | 1,965 | $4.03万 | 0.00% | 1,965 | 新建仓 |
| Farther Finance Advisors, LLC | 785 | $1.62万 | 0.00% | 268 | 加仓 |
内部人交易（Form 4）
PSQO 董事、高管和大股东的最新买卖申报。专业版可看 🔒