SHDG ADVISOR MANAGED PORTFOLIOS
SOUNDWATCH HEDGD
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 | 9 | 4,981,108 | $1.63亿 | 1 | 0 | 1 | 6 | -$752.66万 |
| 2026Q1 | 11 | 5,167,492 | $1.59亿 | 3 | 2 | 4 | 0 | $159.89万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Soundwatch Capital LLC | 加仓 | $219.06万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $25.21万 |
| Navis Wealth Advisors, LLC | 加仓 | $2.82万 |
| ROYAL BANK OF CANADA | 新建仓 | $2.50万 |
| WELLS FARGO & COMPANY/MN | 新建仓 | $5,283 |
2026Q1 卖出最多
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 减仓 | -$85.66万 |
| GTS SECURITIES LLC | 减仓 | -$4.19万 |
| Atria Investments, Inc | 减仓 | -$1,904 |
| Advisory Services Network, LLC | 减仓 | -$1,904 |
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 |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,957,240 | $1.52亿 | 0.94% | -27,882 | 减仓 |
| Soundwatch Capital LLC | 132,428 | $406.72万 | 0.51% | 71,328 | 加仓 |
| Advisory Services Network, LLC | 16,745 | $51.43万 | 0.01% | -62 | 减仓 |
| Atria Investments, Inc | 16,454 | $50.53万 | 0.01% | -62 | 减仓 |
| Crestwood Advisors Group, LLC | 11,138 | $34.21万 | 0.01% | 0 | 不变 |
| GTS SECURITIES LLC | 11,043 | $33.92万 | 0.01% | -1,363 | 减仓 |
| Navis Wealth Advisors, LLC | 10,257 | $31.50万 | 0.16% | 919 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 8,207 | $25.21万 | 0.00% | 8,207 | 新建仓 |
| MAI Capital Management | 3,000 | $9.21万 | 0.00% | 0 | 不变 |
| ROYAL BANK OF CANADA | 808 | $2.50万 | 0.00% | 808 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 172 | $5,283 | 0.00% | 172 | 新建仓 |
内部人交易（Form 4）
SHDG 董事、高管和大股东的最新买卖申报。专业版可看 🔒