13F 机构持仓

SBAR SIMPLIFY EXCHANGE TRADED FUN

BARRIER INCOME

持有机构数712026Q2
26Q126Q2
机构合计持股(股)11,827,2312026Q2
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
2026Q27111,827,231$3.03亿 2233139$1.30亿
2026Q1576,785,792$1.67亿 162983$5,956.39万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

PRINCIPAL SECURITIES, INC.加仓$1,160.51万
Prime Capital Investment Advisors, LLC新建仓$606.84万
ENVESTNET ASSET MANAGEMENT INC加仓$511.74万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC加仓$427.62万
Global View Capital Management LLC新建仓$401.75万
AE Wealth Management LLC加仓$381.24万
RiverTree Advisors, LLC新建仓$310.78万
Elevated Capital Advisors, LLC加仓$251.46万
Tradition Wealth Management, LLC新建仓$230.39万
PRIVATE CLIENT SERVICES, LLC新建仓$202.06万
Key Capital Management, INC加仓$173.14万
Altiora Financial Group, LLC新建仓$155.31万
Strategic Blueprint, LLC加仓$143.55万
Professional Financial Advisors, LLC新建仓$141.29万
CreativeOne Wealth, LLC加仓$134.71万
Farther Finance Advisors, LLC加仓$128.55万
HOWARD BAILEY SECURITIES, LLC加仓$119.66万
IAMS WEALTH MANAGEMENT, LLC新建仓$109.52万
Brookwood Investment Group LLC加仓$99.71万
CITADEL ADVISORS LLC新建仓$93.82万

2026Q1 卖出最多

POM Investment Strategies, LLC减仓-$305.61万
CacheTech Inc.清仓-$97.58万
Owen LaRue, LLC减仓-$62.75万
OLD MISSION CAPITAL LLC清仓-$33.18万
Mosley Wealth Management减仓-$14.49万
Cetera Investment Advisers减仓-$9.50万
Noble Wealth Management PBC减仓-$8.94万
Beacon Capital Management, LLC减仓-$4.84万
Steward Partners Investment Advisory, LLC减仓-$2.21万
Sound Income Strategies, LLC减仓-$1.48万
Anfield Capital Management, LLC清仓-$1,151

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
BANK OF AMERICA CORP /DE/950,000$2,331.30万0.00%0不变
PRINCIPAL SECURITIES, INC.910,332$2,233.96万0.33%472,907加仓
AE Wealth Management LLC591,003$1,450.32万0.08%155,356加仓
ENVESTNET ASSET MANAGEMENT INC451,171$1,107.17万0.00%208,534加仓
Mid-American Wealth Advisory Group, Inc.390,670$1,021.99万4.32%0不变
CreativeOne Wealth, LLC323,140$792.99万0.18%54,892加仓
Elevated Capital Advisors, LLC287,955$706.64万1.78%102,471加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC271,391$665.99万1.12%174,255加仓
Prime Capital Investment Advisors, LLC247,287$606.84万0.07%247,287新建仓
Brookstone Capital Management202,103$495.96万0.06%37,428加仓
Global View Capital Management LLC163,714$401.75万1.07%163,714新建仓
Key Capital Management, INC155,904$382.59万2.53%70,553加仓
Strategic Blueprint, LLC146,263$358.93万0.21%58,497加仓
RiverTree Advisors, LLC126,641$310.78万1.97%126,641新建仓
HOWARD BAILEY SECURITIES, LLC116,907$286.89万1.18%48,761加仓
Brookwood Investment Group LLC111,070$272.57万0.34%40,630加仓
Farther Finance Advisors, LLC107,526$262.47万0.02%52,663加仓
Tradition Wealth Management, LLC93,884$230.39万0.16%93,884新建仓
B.O.S.S. Retirement Advisors, LLC90,970$223.24万0.68%35,161加仓
PRIVATE CLIENT SERVICES, LLC82,340$202.06万0.60%82,340新建仓
Park Edge Advisors, LLC81,487$199.97万0.46%16,808加仓
FSA Advisors, Inc.80,536$197.63万1.30%29,731加仓
Networth Advisors, LLC69,724$171.10万1.21%16,151加仓
Beacon Capital Management, LLC64,905$159.28万0.28%-1,974减仓
Altiora Financial Group, LLC63,289$155.31万0.26%63,289新建仓
Authentikos Wealth Advisory, LLC59,449$145.89万0.98%18,017加仓
Professional Financial Advisors, LLC57,576$141.29万0.29%57,576新建仓
Blackston Financial Advisory Group, LLC47,181$115.78万0.73%21,111加仓
Cetera Investment Advisers46,650$114.48万0.00%-3,872减仓
IAMS WEALTH MANAGEMENT, LLC44,629$109.52万0.38%44,629新建仓
KESTRA PRIVATE WEALTH SERVICES, LLC44,021$108.03万0.01%1,537加仓
Millington Financial Advisors, LLC37,244$94.82万0.40%11,604加仓
CITADEL ADVISORS LLC38,231$93.82万0.00%38,231新建仓
Owen LaRue, LLC33,399$81.96万0.31%-25,570减仓
WealthCare Asset Management, LLC26,311$64.57万0.69%26,311新建仓
Triad Wealth Partners, LLC17,851$43.81万0.03%2,475加仓
Kingsview Wealth Management, LLC16,956$41.61万0.01%16,956新建仓
Mosley Wealth Management13,524$35.51万0.16%-5,518减仓
ISLAY CAPITAL MANAGEMENT, LLC13,275$32.58万0.17%9,000加仓
Advisory Services Network, LLC12,789$31.38万0.00%1,355加仓
CAP Partners, LLC11,626$28.53万0.16%11,626新建仓
EVOLUTION WEALTH MANAGEMENT INC.11,207$27.50万0.20%3,147加仓
Decker Retirement Planning Inc.10,462$25.67万0.12%3,309加仓
Crusonia Wealth Advisors LLC10,094$24.77万0.05%10,094新建仓
Legacy Wealth Managment, LLC/ID9,777$23.99万0.12%1,489加仓
Noble Wealth Management PBC9,606$23.57万0.12%-3,644减仓
HRT FINANCIAL LP9,026$22.10万0.00%9,026新建仓
LANARK FINANCIAL, INC.8,883$21.80万0.02%4,184加仓
POM Investment Strategies, LLC7,055$17.31万0.22%-124,535减仓
ROYAL BANK OF CANADA4,097$10.10万0.00%97加仓

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