SCNM STERLING CAP FDS
NATIONAL MUNI BD
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 | 27 | 7,616,728 | $1.92亿 | 2 | 12 | 11 | 3 | -$502.69万 |
| 2026Q1 | 27 | 7,681,598 | $1.91亿 | 27 | 0 | 0 | 0 | $1.91亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Simplicity Wealth,LLC | 加仓 | $2,362.85万 |
| AE Wealth Management LLC | 加仓 | $475.78万 |
| FLP Wealth Management, LLC | 加仓 | $51.53万 |
| LifeWealth Investments, LLC | 加仓 | $41.72万 |
| FWG Investments, LLC. | 新建仓 | $40.73万 |
| Key Capital Management, INC | 加仓 | $13.54万 |
| Networth Advisors, LLC | 加仓 | $10.30万 |
| HOWARD BAILEY SECURITIES, LLC | 加仓 | $10.25万 |
| FSA Advisors, Inc. | 加仓 | $10.23万 |
| Farther Finance Advisors, LLC | 新建仓 | $6.03万 |
| B.O.S.S. Retirement Advisors, LLC | 加仓 | $3.94万 |
| Quest 10 Wealth Builders, Inc. | 加仓 | $2.37万 |
| LifePlan Investment Advisors, Inc. | 加仓 | $4,754 |
| CoreCap Advisors, LLC | 加仓 | $2,817 |
2026Q2 卖出最多
| Lloyd Advisory Services, LLC. | 减仓 | -$3,180.29万 |
| TRUIST FINANCIAL CORP | 减仓 | -$87.24万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$87.23万 |
| Kingdom Financial Group LLC. | 减仓 | -$51.40万 |
| SMART Wealth LLC | 减仓 | -$35.77万 |
| CITADEL ADVISORS LLC | 清仓 | -$32.82万 |
| Triad Wealth Partners, LLC | 减仓 | -$20.60万 |
| JANE STREET GROUP, LLC | 减仓 | -$19.36万 |
| Centennial Advisors, LLC | 减仓 | -$7.89万 |
| Arcadia Wealth Management, LLC | 减仓 | -$7.05万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 清仓 | -$2.16万 |
| UBS Group AG | 清仓 | -$7,433 |
| Decker Retirement Planning Inc. | 减仓 | -$1,057 |
| Integrated Wealth Management | 减仓 | -$704 |
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 3,763,696 | $9,467.54万 | 0.44% | 189,139 | 加仓 |
| Kingdom Financial Group LLC. | 1,257,882 | $3,164.19万 | 8.08% | -20,434 | 减仓 |
| Simplicity Wealth,LLC | 973,736 | $2,449.42万 | 0.83% | 939,321 | 加仓 |
| LifeWealth Investments, LLC | 307,572 | $773.69万 | 2.07% | 16,584 | 加仓 |
| Arcadia Wealth Management, LLC | 217,601 | $547.37万 | 1.72% | -2,802 | 减仓 |
| SMART Wealth LLC | 177,111 | $445.52万 | 0.96% | -14,219 | 减仓 |
| Montgomery Financial Services LLC | 135,291 | $340.32万 | 2.96% | — | — |
| Networth Advisors, LLC | 119,110 | $299.62万 | 1.74% | 4,094 | 加仓 |
| HOWARD BAILEY SECURITIES, LLC | 105,358 | $265.03万 | 0.99% | 4,076 | 加仓 |
| FLP Wealth Management, LLC | 90,630 | $227.98万 | 4.05% | 20,484 | 加仓 |
| B.O.S.S. Retirement Advisors, LLC | 85,805 | $215.84万 | 0.58% | 1,565 | 加仓 |
| TRUIST FINANCIAL CORP | 74,883 | $188.37万 | 0.00% | -34,679 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 74,883 | $188.37万 | 0.00% | -34,679 | 减仓 |
| Key Capital Management, INC | 48,281 | $121.45万 | 0.63% | 5,383 | 加仓 |
| JANE STREET GROUP, LLC | 47,333 | $119.07万 | 0.00% | -7,696 | 减仓 |
| Triad Wealth Partners, LLC | 28,700 | $70.86万 | 0.04% | -8,343 | 减仓 |
| LifePlan Investment Advisors, Inc. | 20,521 | $51.62万 | 0.18% | 189 | 加仓 |
| FWG Investments, LLC. | 16,192 | $40.73万 | 0.22% | 16,192 | 新建仓 |
| FSA Advisors, Inc. | 14,351 | $36.10万 | 0.17% | 4,067 | 加仓 |
| Lloyd Advisory Services, LLC. | 14,034 | $35.30万 | 0.14% | -1,264,282 | 减仓 |
| CoreCap Advisors, LLC | 13,239 | $33.30万 | 0.01% | 112 | 加仓 |
| Centennial Advisors, LLC | 10,673 | $26.85万 | 0.32% | -3,135 | 减仓 |
| Integrated Wealth Management | 8,451 | $21.26万 | 0.22% | -28 | 减仓 |
| Quest 10 Wealth Builders, Inc. | 4,739 | $11.92万 | 0.09% | 942 | 加仓 |
| Decker Retirement Planning Inc. | 3,243 | $8.16万 | 0.03% | -42 | 减仓 |
| Farther Finance Advisors, LLC | 2,398 | $6.03万 | 0.00% | 2,398 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 1,015 | $2.55万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
SCNM 董事、高管和大股东的最新买卖申报。专业版可看 🔒