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 🔒 | ||||||||
2026Q2 买入最多
| OLD MISSION CAPITAL LLC | 重新持有 | $1.57万 |
| Integrated Wealth Concepts LLC | 新建仓 | $1.30万 |
2026Q2 卖出最多
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 减仓 | -$547.68万 |
| Advisory Services Network, LLC | 清仓 | -$51.43万 |
| Atria Investments, Inc | 清仓 | -$50.53万 |
| GTS SECURITIES LLC | 清仓 | -$33.92万 |
| Navis Wealth Advisors, LLC | 清仓 | -$31.50万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$30.74万 |
| MAI Capital Management | 清仓 | -$9.21万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$5,283 |
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 |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,789,549 | $1.56亿 | 0.86% | -167,691 | 减仓 |
| Soundwatch Capital LLC | 132,428 | $432.82万 | 0.48% | 0 | 不变 |
| OLD MISSION CAPITAL LLC | 18,430 | $60.24万 | 0.01% | 481 | 重新持有 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,951 | $45.60万 | 0.00% | -9,405 | 重新持有 |
| Crestwood Advisors Group, LLC | 11,138 | $36.40万 | 0.01% | 0 | 不变 |
| RAYMOND JAMES FINANCIAL INC | 8,207 | $26.82万 | 0.00% | 0 | 不变 |
| Transcendent Capital Group LLC | 6,200 | $20.26万 | 0.08% | 0 | 重新持有 |
| ROYAL BANK OF CANADA | 808 | $2.60万 | 0.00% | 0 | 不变 |
| Integrated Wealth Concepts LLC | 397 | $1.30万 | 0.00% | 397 | 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 🔒