SEPI SCM TRUST
SHELTON EQT PRE
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 | 21 | 4,785,024 | $1.33亿 | 6 | 11 | 1 | 2 | $3,084.27万 |
| 2026Q1 | 16 | 3,682,079 | $9,225.44万 | 9 | 5 | 0 | 0 | $4,002.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| SHELTON CAPITAL MANAGEMENT | 加仓 | $1,118.77万 |
| LPL Financial LLC | 新建仓 | $692.07万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $689.88万 |
| Steward Partners Investment Advisory, LLC | 新建仓 | $475.35万 |
| FOCUSED ALPHA, LLC | 加仓 | $312.26万 |
| JANE STREET GROUP, LLC | 新建仓 | $268.62万 |
| ROYAL BANK OF CANADA | 新建仓 | $141.40万 |
| Hilton Head Capital Partners, LLC | 新建仓 | $93.96万 |
| Carson Advisory Inc. | 新建仓 | $81.43万 |
| Investment Planning Advisors, Inc. | 加仓 | $43.70万 |
| Western Wealth Management, LLC | 新建仓 | $39.98万 |
| Private Advisor Group, LLC | 新建仓 | $27.70万 |
| Ascentis Independent Advisors | 加仓 | $17.31万 |
| Good Steward Wealth Advisors,LLC | 加仓 | $50 |
2026Q1 卖出最多
| 无 |
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 |
|---|---|---|---|---|---|
| SHELTON CAPITAL MANAGEMENT | 1,899,025 | $4,758.01万 | 1.04% | 446,525 | 加仓 |
| Good Steward Wealth Advisors,LLC | 410,339 | $1,028.10万 | 6.61% | 2 | 加仓 |
| LPL Financial LLC | 276,222 | $692.07万 | 0.00% | 276,222 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 275,346 | $689.88万 | 0.00% | 275,346 | 新建仓 |
| FOCUSED ALPHA, LLC | 262,364 | $657.35万 | 2.03% | 124,629 | 加仓 |
| Steward Partners Investment Advisory, LLC | 189,723 | $475.35万 | 0.02% | 189,723 | 新建仓 |
| JANE STREET GROUP, LLC | 107,211 | $268.62万 | 0.00% | 107,211 | 新建仓 |
| Investment Planning Advisors, Inc. | 89,348 | $223.86万 | 0.62% | 17,440 | 加仓 |
| ROYAL BANK OF CANADA | 56,440 | $141.40万 | 0.00% | 56,440 | 新建仓 |
| Hilton Head Capital Partners, LLC | 37,502 | $93.96万 | 0.53% | 37,502 | 新建仓 |
| Carson Advisory Inc. | 32,500 | $81.43万 | 0.42% | 32,500 | 新建仓 |
| Ascentis Independent Advisors | 17,457 | $43.74万 | 0.03% | 6,907 | 加仓 |
| Western Wealth Management, LLC | 15,957 | $39.98万 | 0.02% | 15,957 | 新建仓 |
| Private Advisor Group, LLC | 11,054 | $27.70万 | 0.00% | 11,054 | 新建仓 |
| PITTENGER & ANDERSON INC | 1,575 | $3.95万 | 0.00% | 0 | 不变 |
| DHJJ Financial Advisors, Ltd. | 16 | $401 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
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