13F 机构持仓

RSST TIDAL TR II

RETURN STCKD US

持有机构数642026Q2
26Q126Q2
机构合计持股(股)5,627,1942026Q2
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
2026Q2645,627,194$1.83亿 1332117$1,152.82万
2026Q1577,573,431$2.15亿 819221$1,957.61万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Private Advisory Group LLC加仓$831.53万
Brookwood Investment Group LLC新建仓$446.13万
Fermata Advisors, LLC加仓$226.38万
CWM, LLC加仓$180.77万
COMMONWEALTH EQUITY SERVICES, LLC加仓$165.19万
MATHER GROUP, LLC.新建仓$143.33万
Lunt Capital Management, Inc.新建仓$121.99万
Innova Wealth Partners加仓$69.76万
BWM Planning, LLC加仓$69.53万
WJ Interests, LLC加仓$60.23万
SteelPeak Wealth, LLC新建仓$56.10万
CONTINUUM WEALTH ADVISORS, LLC加仓$50.54万
BANK OF MONTREAL /CAN/加仓$45.17万
Oregon Pacific Wealth Management, LLC加仓$36.10万
Foguth Wealth Management, LLC.新建仓$24.04万
McGrath & Associates, Inc.加仓$19.79万
Ascentis Wealth Management, LLC加仓$17.48万
Wealthcare Advisory Partners LLC加仓$12.72万
Triton Wealth Management, PLLC加仓$8.00万
Ascentis Independent Advisors新建仓$7.57万

2026Q1 卖出最多

Professional Financial Advisors, LLC减仓-$193.06万
MML INVESTORS SERVICES, LLC减仓-$120.65万
Integrated Wealth Concepts LLC减仓-$118.47万
ENVESTNET ASSET MANAGEMENT INC减仓-$41.83万
UBS Group AG重新持有-$29.93万
Magnolia Private Wealth, LLC减仓-$26.51万
WealthTrak Capital Management LLC减仓-$25.71万
RHS Financial, LLC减仓-$25.08万
Orion Porfolio Solutions, LLC减仓-$17.78万
Sigma Planning Corp减仓-$11.13万
Accurate Wealth Management, LLC减仓-$11.09万
Atria Investments, Inc减仓-$9.30万
MORGAN STANLEY减仓-$5.66万
Planned Solutions, Inc.减仓-$5.04万
STAPP WEALTH MANAGEMENT, PLLC减仓-$2.46万
Worth Asset Management, LLC减仓-$2.38万
World Investment Advisors减仓-$2.34万
Farther Finance Advisors, LLC减仓-$1.46万
Cohalo Advisory LLC减仓-$3,479
MOSELEY INVESTMENT MANAGEMENT INC减仓-$3,196

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
CWM, LLC2,256,877$6,382.45万0.17%63,920加仓
Private Advisory Group LLC449,086$1,270.01万0.83%294,036加仓
CONTINUUM WEALTH ADVISORS, LLC437,060$1,236.00万5.13%17,870加仓
ENVESTNET ASSET MANAGEMENT INC333,759$943.87万0.00%-14,790减仓
COMMONWEALTH EQUITY SERVICES, LLC321,501$909.20万0.01%58,414加仓
MML INVESTORS SERVICES, LLC306,584$867.02万0.02%-42,664减仓
Triton Wealth Management, PLLC240,447$688.76万2.56%2,793加仓
Integrated Wealth Concepts LLC227,232$642.61万0.05%-41,893减仓
BWM Planning, LLC225,465$637.61万1.68%24,585加仓
WJ Interests, LLC218,544$618.04万2.37%21,296加仓
Sigma Planning Corp214,100$605.47万0.17%-3,934减仓
Innova Wealth Partners206,788$584.80万2.77%24,669加仓
WealthTrak Capital Management LLC194,624$550.40万3.93%-9,091减仓
World Investment Advisors161,834$457.67万0.07%-826减仓
Brookwood Investment Group LLC157,753$446.13万0.55%157,753新建仓
Fermata Advisors, LLC156,949$443.85万1.00%80,050加仓
Professional Financial Advisors, LLC148,375$419.61万0.85%-68,266减仓
Wright Wealth LLC143,062$404.58万2.71%1,342加仓
Accurate Wealth Management, LLC132,347$394.66万0.47%-3,718减仓
McGrath & Associates, Inc.125,326$354.42万5.21%6,999加仓
Planned Solutions, Inc.123,025$347.91万1.14%-1,781减仓
BlackDiamond Wealth Management, LLC93,370$264.05万1.27%1,756加仓
Magnolia Private Wealth, LLC85,740$242.47万0.95%-9,373减仓
STAPP WEALTH MANAGEMENT, PLLC74,354$210.27万2.68%-870减仓
RHS Financial, LLC55,923$158.15万0.75%-8,870减仓
MATHER GROUP, LLC.50,683$143.33万0.01%50,683新建仓
BANK OF MONTREAL /CAN/46,421$131.28万0.00%15,973加仓
Lunt Capital Management, Inc.43,135$121.99万0.47%43,135新建仓
Bravias Capital Group, LLC35,624$100.75万0.66%2,087加仓
Wealthcare Advisory Partners LLC34,489$97.53万0.02%4,498加仓
Advisory Services Network, LLC33,457$94.62万0.01%0不变
Orion Porfolio Solutions, LLC29,525$83.50万0.01%-6,286减仓
Worth Asset Management, LLC27,758$78.50万0.29%-841减仓
Cambridge Investment Research Advisors, Inc.26,826$75.90万0.00%0不变
Oregon Pacific Wealth Management, LLC25,332$71.64万0.75%12,765加仓
Ascentis Wealth Management, LLC23,893$67.57万0.13%6,182加仓
SteelPeak Wealth, LLC19,836$56.10万0.02%19,836新建仓
Atria Investments, Inc14,424$40.79万0.00%-3,287减仓
Claro Advisors Inc.12,175$34.43万0.04%-3减仓
MOSELEY INVESTMENT MANAGEMENT INC10,664$30.16万0.10%-113减仓
Foguth Wealth Management, LLC.7,093$24.04万0.03%7,093新建仓
True Wealth Design, LLC7,647$21.63万0.06%-96减仓
MORGAN STANLEY7,598$21.49万0.00%-2,000减仓
Legacy Wealth Managment, LLC/ID6,924$19.58万0.10%-30减仓
UBS Group AG5,383$15.22万0.00%-10,583重新持有
JPMORGAN CHASE & CO4,100$11.25万0.00%35加仓
Cohalo Advisory LLC3,159$8.94万6.32%-123减仓
Ascentis Independent Advisors2,677$7.57万0.01%2,677新建仓
Aptus Capital Advisors, LLC1,260$3.56万0.00%0不变
Farther Finance Advisors, LLC1,078$3.08万0.00%-512减仓

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