SAMT ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
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 | 84 | 14,804,461 | $7.06亿 | 25 | 41 | 8 | 4 | $1.59亿 |
| 2026Q1 | 62 | 11,342,368 | $4.46亿 | 14 | 34 | 9 | 3 | $1.30亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 加仓 | $3,905.46万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,392.14万 |
| BANK OF AMERICA CORP /DE/ | 新建仓 | $1,919.37万 |
| Baird Financial Group, Inc. | 加仓 | $1,159.98万 |
| Trilogy Capital Inc. | 加仓 | $809.59万 |
| Stonebridge Financial Group, LLC | 加仓 | $755.22万 |
| Krilogy Financial LLC | 新建仓 | $588.64万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $479.49万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $385.90万 |
| Capital Investment Counsel, LLC | 新建仓 | $314.00万 |
| Meridian Wealth Management, LLC | 新建仓 | $241.77万 |
| LPL Financial LLC | 新建仓 | $132.62万 |
| One Charles Private Wealth Services, LLC | 加仓 | $107.77万 |
| Perigon Wealth Management, LLC | 新建仓 | $88.89万 |
| CIBC WORLD MARKET INC. | 新建仓 | $73.73万 |
| Greenwich Wealth Management LLC | 加仓 | $66.74万 |
| FIDELIS CAPITAL PARTNERS, LLC | 加仓 | $60.39万 |
| HighTower Advisors, LLC | 加仓 | $60.33万 |
| CALTON & ASSOCIATES, INC. | 新建仓 | $52.37万 |
| Koshinski Asset Management, Inc. | 加仓 | $46.71万 |
2026Q1 卖出最多
| D.A. DAVIDSON & CO. | 减仓 | -$444.71万 |
| Beaumont Financial Advisors, LLC | 减仓 | -$312.38万 |
| Archford Capital Strategies, LLC | 减仓 | -$159.09万 |
| Corient Private Wealth LP | 减仓 | -$15.38万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$13.43万 |
| Essex Financial Services, Inc. | 减仓 | -$6.89万 |
| FORTEM FINANCIAL GROUP, LLC | 减仓 | -$5.16万 |
| UBS Group AG | 清仓 | -$2.82万 |
| Armor Investment Advisors, LLC | 减仓 | -$2.64万 |
| TUCKER ASSET MANAGEMENT LLC | 清仓 | -$1.02万 |
| Triangle Securities Wealth Management | 减仓 | -$9,857 |
| Root Financial Partners, LLC | 清仓 | -$5,777 |
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 |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2,931,969 | $1.15亿 | 8.88% | 994,514 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,356,626 | $5,327.47万 | 0.01% | 609,153 | 加仓 |
| Baird Financial Group, Inc. | 1,092,801 | $4,291.43万 | 0.07% | 295,387 | 加仓 |
| Beaumont Financial Advisors, LLC | 951,725 | $3,737.42万 | 2.57% | -79,547 | 减仓 |
| Trilogy Capital Inc. | 675,243 | $2,651.68万 | 1.17% | 206,161 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 488,763 | $1,919.37万 | 0.00% | 488,763 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 306,168 | $1,202.30万 | 0.03% | 9,074 | 加仓 |
| One Charles Private Wealth Services, LLC | 305,527 | $1,199.81万 | 3.00% | 27,444 | 加仓 |
| Greenwich Wealth Management LLC | 282,263 | $1,108.40万 | 0.45% | 16,997 | 加仓 |
| Triangle Securities Wealth Management | 259,798 | $1,020.23万 | 2.32% | -251 | 减仓 |
| Archford Capital Strategies, LLC | 250,070 | $982.02万 | 1.12% | -40,513 | 减仓 |
| Insight Wealth Strategies, LLC | 248,837 | $977.18万 | 1.09% | 2,417 | 加仓 |
| Aptus Capital Advisors, LLC | 247,395 | $971.52万 | 0.08% | 6,402 | 加仓 |
| Stonebridge Financial Group, LLC | 205,668 | $807.66万 | 0.66% | 192,315 | 加仓 |
| FIDELIS CAPITAL PARTNERS, LLC | 183,028 | $718.75万 | 0.51% | 15,379 | 加仓 |
| Krilogy Financial LLC | 139,191 | $588.64万 | 0.19% | 139,191 | 新建仓 |
| TWO SIGMA INVESTMENTS, LP | 122,100 | $479.49万 | 0.00% | 122,100 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 108,558 | $426.31万 | 0.01% | 98,268 | 加仓 |
| Armor Investment Advisors, LLC | 105,748 | $415.27万 | 1.50% | -673 | 减仓 |
| D.A. DAVIDSON & CO. | 87,345 | $343.00万 | 0.02% | -113,243 | 减仓 |
| MJP ASSOCIATES INC /ADV | 83,268 | $326.99万 | 0.40% | 3,285 | 加仓 |
| FORTEM FINANCIAL GROUP, LLC | 83,199 | $326.72万 | 0.82% | -1,315 | 减仓 |
| Advisor OS, LLC | 82,708 | $324.80万 | 0.24% | 2,725 | 加仓 |
| Capital Investment Counsel, LLC | 79,960 | $314.00万 | 0.43% | 79,960 | 新建仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 66,607 | $261.57万 | 0.03% | 5,058 | 加仓 |
| Sanctuary Advisors, LLC | 62,228 | $244.37万 | 0.01% | 5,930 | 加仓 |
| Meridian Wealth Management, LLC | 61,566 | $241.77万 | 0.08% | 61,566 | 新建仓 |
| Cambridge Advisors Inc. | 51,274 | $201.35万 | 0.39% | 7,433 | 加仓 |
| HighTower Advisors, LLC | 48,384 | $190.00万 | 0.00% | 15,364 | 加仓 |
| Mutual Advisors, LLC | 40,841 | $160.38万 | 0.03% | 4,301 | 加仓 |
| LPL Financial LLC | 33,771 | $132.62万 | 0.00% | 33,771 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 26,839 | $105.40万 | 0.00% | 8,853 | 加仓 |
| Mayfair Advisory Group, LLC | 25,480 | $100.06万 | 0.35% | 5,630 | 加仓 |
| Perigon Wealth Management, LLC | 22,635 | $88.89万 | 0.02% | 22,635 | 新建仓 |
| Koshinski Asset Management, Inc. | 21,613 | $84.87万 | 0.05% | 11,894 | 加仓 |
| CIBC WORLD MARKET INC. | 18,775 | $73.73万 | 0.00% | 18,775 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 17,677 | $69.42万 | 0.00% | -3,420 | 减仓 |
| JANE STREET GROUP, LLC | 15,147 | $59.48万 | 0.00% | 473 | 加仓 |
| Jaffetilchin Investment Partners, LLC | 14,048 | $55.17万 | 0.03% | 41 | 加仓 |
| Fiduciary Trust Co | 13,465 | $52.88万 | 0.01% | 0 | 不变 |
| CALTON & ASSOCIATES, INC. | 13,335 | $52.37万 | 0.08% | 13,335 | 新建仓 |
| Essex Financial Services, Inc. | 13,295 | $52.21万 | 0.03% | -1,754 | 减仓 |
| Atria Investments, Inc | 13,064 | $51.30万 | 0.01% | 3,824 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 11,317 | $44.44万 | 0.00% | 76 | 加仓 |
| VestGen Advisors, LLC | 9,888 | $44.43万 | 0.01% | 9,888 | 新建仓 |
| Bank of New York Mellon Corp | 11,010 | $43.24万 | 0.00% | 2,352 | 加仓 |
| QUANTIFY CHAOS ADVISORS, LLC | 9,975 | $39.17万 | 1.22% | 67 | 加仓 |
| STIFEL FINANCIAL CORP | 9,029 | $35.46万 | 0.00% | 1,049 | 加仓 |
| Cerity Partners LLC | 7,498 | $29.44万 | 0.00% | 693 | 加仓 |
| Midwest Trust Co | 6,500 | $25.53万 | 0.00% | 6,500 | 新建仓 |
内部人交易（Form 4）
SAMT 董事、高管和大股东的最新买卖申报。专业版可看 🔒