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 🔒 | ||||||||
2026Q2 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $890.19万 |
| Joseph Group Capital Management | 新建仓 | $807.00万 |
| LPL Financial LLC | 加仓 | $553.45万 |
| Hilton Head Capital Partners, LLC | 加仓 | $460.03万 |
| SHELTON CAPITAL MANAGEMENT | 加仓 | $203.93万 |
| IHT Wealth Management, LLC | 新建仓 | $128.82万 |
| ROYAL BANK OF CANADA | 加仓 | $92.49万 |
| IFG Advisory, LLC | 新建仓 | $77.35万 |
| Carson Advisory Inc. | 加仓 | $70.56万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $62.17万 |
| CITADEL ADVISORS LLC | 新建仓 | $22.22万 |
| Private Advisor Group, LLC | 加仓 | $20.13万 |
| Western Wealth Management, LLC | 加仓 | $11.36万 |
| Good Steward Wealth Advisors,LLC | 加仓 | $9.85万 |
| Investment Planning Advisors, Inc. | 加仓 | $7.56万 |
| JONES FINANCIAL COMPANIES LLLP | 新建仓 | $1.17万 |
| HARBOUR INVESTMENTS, INC. | 新建仓 | $2,265 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$268.62万 |
| Ascentis Independent Advisors | 清仓 | -$43.74万 |
| FOCUSED ALPHA, LLC | 减仓 | -$21.87万 |
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 |
|---|---|---|---|---|---|
| SHELTON CAPITAL MANAGEMENT | 1,972,250 | $5,492.72万 | 1.02% | 73,225 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 594,985 | $1,657.03万 | 0.00% | 319,639 | 加仓 |
| LPL Financial LLC | 474,947 | $1,322.73万 | 0.00% | 198,725 | 加仓 |
| Good Steward Wealth Advisors,LLC | 413,875 | $1,152.64万 | 6.96% | 3,536 | 加仓 |
| Joseph Group Capital Management | 289,766 | $807.00万 | 1.70% | 289,766 | 新建仓 |
| FOCUSED ALPHA, LLC | 254,510 | $708.81万 | 1.82% | -7,854 | 减仓 |
| Steward Partners Investment Advisory, LLC | 212,045 | $590.55万 | 0.03% | 22,322 | 加仓 |
| Hilton Head Capital Partners, LLC | 202,683 | $564.47万 | 2.84% | 165,181 | 加仓 |
| Investment Planning Advisors, Inc. | 92,064 | $256.40万 | 0.59% | 2,716 | 加仓 |
| ROYAL BANK OF CANADA | 89,645 | $249.70万 | 0.00% | 33,205 | 加仓 |
| Carson Advisory Inc. | 57,836 | $161.07万 | 0.74% | 25,336 | 加仓 |
| IHT Wealth Management, LLC | 46,254 | $128.82万 | 0.03% | 46,254 | 新建仓 |
| IFG Advisory, LLC | 27,773 | $77.35万 | 0.03% | 27,773 | 新建仓 |
| Western Wealth Management, LLC | 20,035 | $55.80万 | 0.02% | 4,078 | 加仓 |
| Private Advisor Group, LLC | 18,281 | $50.91万 | 0.00% | 7,227 | 加仓 |
| Global Retirement Partners, LLC | 8,000 | $22.28万 | 0.00% | — | — |
| CITADEL ADVISORS LLC | 7,980 | $22.22万 | 0.00% | 7,980 | 新建仓 |
| PITTENGER & ANDERSON INC | 1,575 | $4.39万 | 0.00% | 0 | 不变 |
| JONES FINANCIAL COMPANIES LLLP | 423 | $1.17万 | 0.00% | 423 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 81 | $2,265 | 0.00% | 81 | 新建仓 |
| DHJJ Financial Advisors, Ltd. | 16 | $446 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
SEPI 董事、高管和大股东的最新买卖申报。专业版可看 🔒