PTL NORTHERN LTS FD TR IV
INSPIRE 500 ETF
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 | 122 | 2,293,003 | $6.56亿 | 25 | 65 | 25 | 8 | $8,005.99万 |
| 2026Q1 | 104 | 2,017,002 | $5.06亿 | 14 | 61 | 18 | 2 | $1.17亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OneAscent Financial Services LLC | 加仓 | $4,573.83万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $3,279.10万 |
| Inspire Advisors, LLC | 加仓 | $672.44万 |
| LPL Financial LLC | 加仓 | $478.04万 |
| EverSource Wealth Advisors, LLC | 加仓 | $411.34万 |
| CITADEL ADVISORS LLC | 加仓 | $344.54万 |
| Independent Advisor Alliance | 新建仓 | $311.31万 |
| Tulsa Wealth Advisors, INC | 新建仓 | $273.15万 |
| Plan A Wealth LLC | 加仓 | $252.66万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $227.46万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $206.43万 |
| FAMILY WEALTH PARTNERS, LLC | 加仓 | $202.45万 |
| VICUS CAPITAL | 新建仓 | $136.68万 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 加仓 | $120.07万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $108.23万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $96.91万 |
| Belpointe Asset Management LLC | 加仓 | $96.54万 |
| Farther Finance Advisors, LLC | 新建仓 | $91.67万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $76.47万 |
| Fiduciary Alliance LLC | 加仓 | $73.69万 |
2026Q1 卖出最多
| CWM, LLC | 减仓 | -$316.83万 |
| Strategic Equity Management | 减仓 | -$305.78万 |
| GTS SECURITIES LLC | 减仓 | -$184.61万 |
| MONEYWISE, INC. | 减仓 | -$113.80万 |
| Inspire Investing, LLC | 减仓 | -$108.04万 |
| WorthPointe, LLC | 减仓 | -$89.00万 |
| STIFEL FINANCIAL CORP | 减仓 | -$82.66万 |
| Sowell Financial Services LLC | 减仓 | -$78.02万 |
| Sanctuary Advisors, LLC | 减仓 | -$46.35万 |
| Geneos Wealth Management Inc. | 减仓 | -$43.55万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 减仓 | -$28.42万 |
| JANE STREET GROUP, LLC | 减仓 | -$17.74万 |
| CX Institutional | 减仓 | -$15.99万 |
| Optivise Advisory Services LLC | 减仓 | -$6.64万 |
| Kestra Advisory Services, LLC | 清仓 | -$3.15万 |
| First Heartland Consultants, Inc. | 减仓 | -$2.25万 |
| SageOak Financial, LLC | 减仓 | -$1.00万 |
| UBS Group AG | 清仓 | -$7,694 |
| PFG Investments, LLC | 减仓 | -$5,513 |
| Strategic Blueprint, LLC | 减仓 | -$4,009 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
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