13F 机构持仓

PTL NORTHERN LTS FD TR IV

INSPIRE 500 ETF

持有机构数1222026Q2
26Q126Q2
机构合计持股(股)2,293,0032026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21222,293,003$6.56亿 2565258$8,005.99万
2026Q11042,017,002$5.06亿 1461182$1.17亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Inspire Advisors, LLC加仓$1,769.47万
LPL Financial LLC加仓$1,368.91万
Strategic Equity Management加仓$848.52万
Orgel Wealth Management, LLC新建仓$794.90万
GTS SECURITIES LLC加仓$681.98万
MONEYWISE, INC.加仓$403.76万
Equitable Holdings, Inc.加仓$345.23万
Cambridge Investment Research Advisors, Inc.加仓$318.29万
CENTAURUS FINANCIAL, INC.重新持有$246.07万
HRT FINANCIAL LP新建仓$243.90万
Kovack Advisors, Inc.新建仓$242.84万
OneAscent Financial Services LLC加仓$211.39万
Plan A Wealth LLC加仓$203.87万
JONES FINANCIAL COMPANIES LLLP加仓$167.50万
Simplicity Wealth,LLC加仓$153.62万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$153.57万
ENVESTNET ASSET MANAGEMENT INC加仓$137.61万
Geneos Wealth Management Inc.加仓$126.57万
Gambit Capital Management, LLC新建仓$117.64万
Frontier Asset Management, LLC加仓$109.03万

2026Q2 卖出最多

CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$830.35万
NATIONS FINANCIAL GROUP INC, /IA/ /ADV清仓-$569.71万
XY Planning Network, Inc.清仓-$318.45万
Independent Advisor Alliance减仓-$286.52万
JANE STREET GROUP, LLC减仓-$114.64万
RMG Wealth Management LLC清仓-$92.01万
Ascentis Independent Advisors清仓-$57.98万
WorthPointe, LLC减仓-$44.49万
PFG Investments, LLC减仓-$41.57万
Sowell Financial Services LLC减仓-$23.80万
Christian Investment Advisors, Inc.减仓-$22.69万
OneAscent Wealth Management LLC减仓-$16.59万
JPMORGAN CHASE & CO减仓-$12.55万
Sterling Investment Advisors, Ltd.减仓-$10.73万
Advisory Services Network, LLC清仓-$9.47万
Root Financial Partners, LLC清仓-$9.27万
SageOak Financial, LLC减仓-$6.18万
Wall Street Financial Group, Inc.清仓-$6.01万
Farther Finance Advisors, LLC减仓-$3.89万
Sanctuary Advisors, LLC减仓-$3.12万

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
Inspire Advisors, LLC328,811$9,395.45万6.53%61,926加仓
OneAscent Financial Services LLC292,463$8,367.07万4.00%7,389加仓
LPL Financial LLC179,978$5,148.99万0.01%47,849加仓
Plan A Wealth LLC159,100$4,551.69万19.36%7,126加仓
CREATIVE FINANCIAL DESIGNS INC /ADV117,590$3,364.14万1.60%-29,024减仓
Christian Investment Advisors, Inc.92,153$2,636.40万15.54%-793减仓
Strategic Equity Management80,533$2,303.98万7.74%29,659加仓
SILVER OAK SECURITIES, INCORPORATED64,685$1,850.57万1.12%2,074加仓
STIFEL FINANCIAL CORP52,732$1,508.61万0.01%1,370加仓
Geneos Wealth Management Inc.49,316$1,410.88万0.29%4,424加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC45,067$1,290.49万0.07%5,363加仓
MONEYWISE, INC.44,863$1,283.49万4.79%14,113加仓
Inspire Investing, LLC42,022$1,202.21万0.49%3,409加仓
Belpointe Asset Management LLC41,088$1,175.49万0.38%49加仓
Investment Research Partners LLC30,037$859.34万2.91%88加仓
Legacy Wealth Asset Management, LLC28,803$824.02万1.81%512加仓
JONES FINANCIAL COMPANIES LLLP29,088$816.26万0.00%5,969加仓
GTS SECURITIES LLC28,254$808.32万0.17%23,838加仓
Orgel Wealth Management, LLC27,785$794.90万0.15%27,785新建仓
EverSource Wealth Advisors, LLC26,542$759.34万0.26%3,088加仓
Focus Partners Advisor Solutions, LLC25,052$716.72万0.06%2,639加仓
FAMILY WEALTH PARTNERS, LLC24,931$713.26万2.19%2,643加仓
PAX Financial Group, LLC24,286$694.80万1.03%194加仓
Cambridge Investment Research Advisors, Inc.23,378$668.80万0.01%11,126加仓
GOLDMAN SACHS GROUP INC22,998$657.95万0.00%2,582加仓
Focus Partners Wealth22,133$633.22万0.01%906加仓
Frontier Asset Management, LLC21,000$600.80万1.08%3,811加仓
COMMONWEALTH EQUITY SERVICES, LLC19,707$563.79万0.01%399加仓
ENVESTNET ASSET MANAGEMENT INC18,202$520.74万0.00%4,810加仓
AE Wealth Management LLC17,692$506.15万0.02%1,350加仓
CITADEL ADVISORS LLC15,262$436.63万0.00%508加仓
Pettinga Financial Advisors LLC15,017$429.61万0.69%1,029加仓
Sound Financial Strategies Group, LLC14,456$413.57万2.63%214加仓
Equitable Holdings, Inc.13,075$374.07万0.02%12,067加仓
Tulsa Wealth Advisors, INC11,979$342.72万0.48%1,077加仓
LifeGuide Financial Advisors, LLC10,532$301.32万0.86%-15减仓
CENTAURUS FINANCIAL, INC.10,240$293.00万0.11%8,600重新持有
Valmark Advisers, Inc.10,234$292.78万0.03%120加仓
Cetera Investment Advisers9,452$270.40万0.00%1,706加仓
HRT FINANCIAL LP8,527$243.90万0.00%8,527新建仓
Kovack Advisors, Inc.8,492$242.84万0.12%8,492新建仓
RAYMOND JAMES FINANCIAL INC7,780$222.59万0.00%1,399加仓
Fiduciary Alliance LLC7,312$209.20万0.14%51加仓
Optivise Advisory Services LLC6,703$191.77万0.97%-50减仓
Simplicity Wealth,LLC6,193$177.16万0.06%5,370加仓
IFG Advisory, LLC5,929$169.62万0.06%2,208重新持有
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,928$169.59万0.00%1,502加仓
VICUS CAPITAL5,893$168.60万0.11%438加仓
Pioneer Wealth Management Group5,625$160.93万0.39%293加仓
SageOak Financial, LLC5,454$156.03万1.01%-216减仓

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