SCEP STERLING CAP FDS
CAP HEDGED EQT P
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 | 28 | 7,060,215 | $1.77亿 | 5 | 8 | 12 | 4 | -$140.39万 |
| 2026Q1 | 26 | 7,112,167 | $1.68亿 | 24 | 1 | 1 | 0 | $1.67亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| AE Wealth Management LLC | 新建仓 | $1.31亿 |
| Key Capital Management, INC | 新建仓 | $634.07万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $401.79万 |
| TRUIST FINANCIAL CORP | 新建仓 | $399.29万 |
| LifeWealth Investments, LLC | 新建仓 | $384.43万 |
| Simplicity Wealth,LLC | 新建仓 | $318.21万 |
| B.O.S.S. Retirement Advisors, LLC | 新建仓 | $295.42万 |
| Quest 10 Wealth Builders, Inc. | 新建仓 | $197.72万 |
| Lloyd Advisory Services, LLC. | 新建仓 | $146.82万 |
| Kingdom Financial Group LLC. | 新建仓 | $146.82万 |
| Centennial Advisors, LLC | 新建仓 | $144.28万 |
| FLP Wealth Management, LLC | 新建仓 | $136.35万 |
| Slagle Financial, LLC | 新建仓 | $103.42万 |
| FSA Advisors, Inc. | 新建仓 | $103.22万 |
| Raleigh Capital Management Inc. | 新建仓 | $78.20万 |
| SMART Wealth LLC | 新建仓 | $58.58万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $36.20万 |
| &PARTNERS | 新建仓 | $24.54万 |
| Arcadia Wealth Management, LLC | 新建仓 | $23.33万 |
| Rothschild Wealth LLC | 新建仓 | $22.48万 |
2026Q1 卖出最多
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$10.12万 |
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 5,542,593 | $1.31亿 | 0.71% | 5,542,593 | 新建仓 |
| Key Capital Management, INC | 269,006 | $634.07万 | 4.19% | 269,006 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 170,460 | $401.79万 | 0.00% | 170,460 | 新建仓 |
| TRUIST FINANCIAL CORP | 169,397 | $399.29万 | 0.01% | 169,397 | 新建仓 |
| LifeWealth Investments, LLC | 163,093 | $384.43万 | 1.15% | 163,093 | 新建仓 |
| Simplicity Wealth,LLC | 135,001 | $318.21万 | 0.18% | 135,001 | 新建仓 |
| B.O.S.S. Retirement Advisors, LLC | 125,332 | $295.42万 | 0.90% | 125,332 | 新建仓 |
| Quest 10 Wealth Builders, Inc. | 83,883 | $197.72万 | 1.73% | 83,883 | 新建仓 |
| Lloyd Advisory Services, LLC. | 62,288 | $146.82万 | 0.42% | 62,288 | 新建仓 |
| Kingdom Financial Group LLC. | 62,288 | $146.82万 | 0.42% | 62,288 | 新建仓 |
| Centennial Advisors, LLC | 61,213 | $144.28万 | 1.84% | 61,213 | 新建仓 |
| FLP Wealth Management, LLC | 57,845 | $136.35万 | 2.81% | 57,845 | 新建仓 |
| Slagle Financial, LLC | 43,875 | $103.42万 | 0.34% | 43,875 | 新建仓 |
| FSA Advisors, Inc. | 43,793 | $103.22万 | 0.68% | 43,793 | 新建仓 |
| Raleigh Capital Management Inc. | 33,178 | $78.20万 | 0.27% | 33,178 | 新建仓 |
| SMART Wealth LLC | 24,854 | $58.58万 | 0.17% | 24,854 | 新建仓 |
| OLD MISSION CAPITAL LLC | 15,356 | $36.20万 | 0.01% | 15,356 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,958 | $32.90万 | 0.00% | -4,295 | 减仓 |
| &PARTNERS | 10,412 | $24.54万 | 0.00% | 10,412 | 新建仓 |
| Arcadia Wealth Management, LLC | 9,900 | $23.33万 | 0.08% | 9,900 | 新建仓 |
| Rothschild Wealth LLC | 9,538 | $22.48万 | 0.02% | 9,538 | 新建仓 |
| Networth Advisors, LLC | 3,902 | $9.20万 | 0.07% | 3,902 | 新建仓 |
| Sterling Capital Management LLC | 315 | $7,425 | 0.00% | 315 | 新建仓 |
| OSAIC HOLDINGS, INC. | 289 | $6,811 | 0.00% | 289 | 新建仓 |
| UBS Group AG | 270 | $6,364 | 0.00% | 270 | 新建仓 |
| Sound Income Strategies, LLC | 128 | $3,019 | 0.00% | 64 | 加仓 |
内部人交易（Form 4）
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