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 🔒 | ||||||||
2026Q2 买入最多
| Mariner, LLC | 加仓 | $895.95万 |
| AE Wealth Management LLC | 加仓 | $124.16万 |
| ATWOOD & PALMER INC | 加仓 | $61.47万 |
| Advisory Resource Group | 加仓 | $41.87万 |
| Crusonia Wealth Advisors LLC | 新建仓 | $35.84万 |
| Providence Financial Advisors, LLC | 加仓 | $24.85万 |
| JPMORGAN CHASE & CO | 加仓 | $23.05万 |
| BlackDiamond Wealth Management, LLC | 加仓 | $21.48万 |
| Dynamic Advisor Solutions LLC | 新建仓 | $20.21万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $16.89万 |
| Navis Wealth Advisors, LLC | 加仓 | $15.30万 |
| Savvy Advisors, Inc. | 加仓 | $15.24万 |
| Accurate Wealth Management, LLC | 加仓 | $6.40万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 加仓 | $5.65万 |
| Fairway Wealth LLC | 新建仓 | $5.38万 |
| Downshift Financial, LLC | 新建仓 | $2,728 |
| Farther Finance Advisors, LLC | 加仓 | $1,530 |
| FAS Wealth Partners, Inc. | 加仓 | $620 |
2026Q2 卖出最多
| LAKE STREET PRIVATE WEALTH, LLC | 减仓 | -$115.26万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 清仓 | -$62.36万 |
| JANE STREET GROUP, LLC | 清仓 | -$37.30万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$8,392 |
| MGO ONE SEVEN LLC | 减仓 | -$827 |
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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,393,248 | $4,946.84万 | 0.48% | 8,169 | 加仓 |
| ATWOOD & PALMER INC | 2,048,978 | $4,235.24万 | 2.26% | 29,739 | 加仓 |
| Mariner, LLC | 1,687,239 | $3,487.52万 | 0.04% | 433,455 | 加仓 |
| Advisory Resource Group | 969,639 | $2,004.24万 | 3.01% | 20,257 | 加仓 |
| LAKE STREET PRIVATE WEALTH, LLC | 669,005 | $1,382.84万 | 1.58% | -55,764 | 减仓 |
| Providence Financial Advisors, LLC | 521,161 | $1,077.24万 | 6.13% | 12,020 | 加仓 |
| BlackDiamond Wealth Management, LLC | 97,572 | $202.66万 | 0.81% | 10,340 | 加仓 |
| AE Wealth Management LLC | 88,486 | $182.90万 | 0.01% | 60,068 | 加仓 |
| Accurate Wealth Management, LLC | 77,039 | $159.43万 | 0.15% | 3,094 | 加仓 |
| Savvy Advisors, Inc. | 73,091 | $151.08万 | 0.03% | 7,375 | 加仓 |
| OneDigital Investment Advisors LLC | 34,065 | $70.41万 | 0.01% | 0 | 不变 |
| GOLDMAN SACHS GROUP INC | 30,461 | $62.96万 | 0.00% | -406 | 减仓 |
| Navis Wealth Advisors, LLC | 20,013 | $41.37万 | 0.16% | 7,402 | 加仓 |
| Crusonia Wealth Advisors LLC | 17,340 | $35.84万 | 0.06% | 17,340 | 新建仓 |
| ENDEAVOR PRIVATE WEALTH, INC. | 16,359 | $33.81万 | 0.08% | 2,734 | 加仓 |
| JPMORGAN CHASE & CO | 13,104 | $27.12万 | 0.00% | 11,139 | 加仓 |
| MGO ONE SEVEN LLC | 9,895 | $20.45万 | 0.00% | -40 | 减仓 |
| Dynamic Advisor Solutions LLC | 9,778 | $20.21万 | 0.01% | 9,778 | 新建仓 |
| Fairway Wealth LLC | 2,603 | $5.38万 | 0.01% | 2,603 | 新建仓 |
| FAS Wealth Partners, Inc. | 2,555 | $5.28万 | 0.00% | 30 | 加仓 |
| Farther Finance Advisors, LLC | 859 | $1.78万 | 0.00% | 74 | 加仓 |
| Downshift Financial, LLC | 132 | $2,728 | 0.00% | 132 | 新建仓 |
内部人交易（Form 4）
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