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 🔒 | ||||||||
2026Q2 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,626.80万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $4,399.41万 |
| Baird Financial Group, Inc. | 加仓 | $2,892.61万 |
| Thrivent Financial for Lutherans | 新建仓 | $1,605.60万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,558.51万 |
| ROYAL BANK OF CANADA | 新建仓 | $1,329.10万 |
| Joseph Group Capital Management | 新建仓 | $976.47万 |
| Pinnacle Financial Partners, Inc. | 新建仓 | $876.55万 |
| LPL Financial LLC | 加仓 | $388.71万 |
| CIBC WORLD MARKET INC. | 加仓 | $315.43万 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 新建仓 | $270.81万 |
| Members Advisory Group LLC | 重新持有 | $247.22万 |
| Meridian Wealth Management, LLC | 加仓 | $221.57万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $170.52万 |
| Trilogy Capital Inc. | 加仓 | $162.30万 |
| D.A. DAVIDSON & CO. | 加仓 | $135.59万 |
| FIDELIS CAPITAL PARTNERS, LLC | 加仓 | $127.53万 |
| Sanctuary Advisors, LLC | 加仓 | $116.38万 |
| HighTower Advisors, LLC | 加仓 | $114.22万 |
| BigSur Wealth Management LLC | 新建仓 | $107.69万 |
2026Q2 卖出最多
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 减仓 | -$5,096.73万 |
| Beaumont Financial Advisors, LLC | 减仓 | -$645.75万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$479.49万 |
| MJP ASSOCIATES INC /ADV | 减仓 | -$56.22万 |
| Advisor OS, LLC | 减仓 | -$53.54万 |
| CALTON & ASSOCIATES, INC. | 清仓 | -$52.37万 |
| JANE STREET GROUP, LLC | 减仓 | -$38.85万 |
| Triangle Securities Wealth Management | 减仓 | -$15.32万 |
| Armor Investment Advisors, LLC | 减仓 | -$3.04万 |
| Corient Private Wealth LP | 减仓 | -$1.85万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$8,247 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,325,893 | $1.11亿 | 0.03% | 969,267 | 加仓 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,864,255 | $8,899.02万 | 6.59% | -1,067,714 | 减仓 |
| Baird Financial Group, Inc. | 1,698,774 | $8,109.10万 | 0.11% | 605,973 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,410,394 | $6,732.52万 | 0.00% | 921,631 | 加仓 |
| Beaumont Financial Advisors, LLC | 816,446 | $3,897.31万 | 2.48% | -135,279 | 减仓 |
| Trilogy Capital Inc. | 709,244 | $3,385.57万 | 1.31% | 34,001 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 632,660 | $3,020.00万 | 0.03% | 326,492 | 加仓 |
| Thrivent Financial for Lutherans | 336,361 | $1,605.60万 | 0.03% | 336,361 | 新建仓 |
| One Charles Private Wealth Services, LLC | 313,351 | $1,495.78万 | 3.44% | 7,824 | 加仓 |
| Greenwich Wealth Management LLC | 284,924 | $1,360.10万 | 0.50% | 2,661 | 加仓 |
| ROYAL BANK OF CANADA | 278,429 | $1,329.10万 | 0.00% | 278,429 | 新建仓 |
| Triangle Securities Wealth Management | 256,588 | $1,224.82万 | 2.43% | -3,210 | 减仓 |
| Archford Capital Strategies, LLC | 251,799 | $1,201.96万 | 1.22% | 1,729 | 加仓 |
| Aptus Capital Advisors, LLC | 250,144 | $1,194.06万 | 0.08% | 2,749 | 加仓 |
| Insight Wealth Strategies, LLC | 251,772 | $1,177.79万 | 1.15% | 2,935 | 加仓 |
| Members Advisory Group LLC | 226,079 | $1,079.19万 | 3.01% | 51,791 | 重新持有 |
| Stonebridge Financial Group, LLC | 223,193 | $1,065.41万 | 0.81% | 17,525 | 加仓 |
| FIDELIS CAPITAL PARTNERS, LLC | 209,744 | $1,001.21万 | 0.58% | 26,716 | 加仓 |
| Joseph Group Capital Management | 204,561 | $976.47万 | 2.05% | 204,561 | 新建仓 |
| Pinnacle Financial Partners, Inc. | 183,628 | $876.55万 | 0.06% | 183,628 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 144,281 | $688.73万 | 0.01% | 35,723 | 加仓 |
| Krilogy Financial LLC | 139,191 | $664.43万 | 0.20% | 0 | 不变 |
| D.A. DAVIDSON & CO. | 115,749 | $552.53万 | 0.03% | 28,404 | 加仓 |
| LPL Financial LLC | 115,202 | $549.92万 | 0.00% | 81,431 | 加仓 |
| Meridian Wealth Management, LLC | 107,983 | $515.46万 | 0.16% | 46,417 | 加仓 |
| Armor Investment Advisors, LLC | 105,111 | $501.75万 | 1.61% | -637 | 减仓 |
| Capital Investment Counsel, LLC | 101,409 | $484.08万 | 0.60% | 21,449 | 加仓 |
| Sanctuary Advisors, LLC | 86,608 | $413.42万 | 0.02% | 24,380 | 加仓 |
| CIBC WORLD MARKET INC. | 84,855 | $405.06万 | 0.01% | 66,080 | 加仓 |
| FORTEM FINANCIAL GROUP, LLC | 84,473 | $403.23万 | 0.82% | 1,274 | 加仓 |
| HighTower Advisors, LLC | 72,313 | $345.18万 | 0.00% | 23,929 | 加仓 |
| Advisor OS, LLC | 71,491 | $341.26万 | 0.23% | -11,217 | 减仓 |
| MJP ASSOCIATES INC /ADV | 71,491 | $341.26万 | 0.37% | -11,777 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 67,474 | $322.09万 | 0.04% | 867 | 加仓 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 56,731 | $270.81万 | 0.12% | 56,731 | 新建仓 |
| Cambridge Advisors Inc. | 54,872 | $261.93万 | 0.45% | 3,598 | 加仓 |
| Mutual Advisors, LLC | 41,552 | $198.35万 | 0.04% | 711 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 38,930 | $185.83万 | 0.00% | 12,091 | 加仓 |
| Mayfair Advisory Group, LLC | 39,475 | $172.35万 | 0.52% | 13,995 | 加仓 |
| Essex Financial Services, Inc. | 34,564 | $164.99万 | 0.08% | 21,269 | 加仓 |
| Koshinski Asset Management, Inc. | 30,899 | $147.49万 | 0.08% | 9,286 | 加仓 |
| Atria Investments, Inc | 26,923 | $128.52万 | 0.01% | 13,859 | 加仓 |
| Bank of New York Mellon Corp | 24,972 | $119.20万 | 0.00% | 13,962 | 加仓 |
| VestGen Advisors, LLC | 23,828 | $113.74万 | 0.03% | 13,940 | 加仓 |
| Perigon Wealth Management, LLC | 22,635 | $108.05万 | 0.02% | 0 | 不变 |
| BigSur Wealth Management LLC | 22,560 | $107.69万 | 0.26% | 22,560 | 新建仓 |
| Orion Porfolio Solutions, LLC | 22,158 | $105.77万 | 0.01% | 22,158 | 新建仓 |
| Comprehensive Financial Planning, Inc./PA | 21,968 | $104.86万 | 0.56% | 21,968 | 新建仓 |
| Capital Investment Advisors, LLC | 21,899 | $104.54万 | 0.01% | 21,899 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 17,877 | $85.33万 | 0.00% | 200 | 加仓 |
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 🔒