SMIZ ZACKS TRUST
SMALL/MID CAP
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 | 73 | 5,740,500 | $2.56亿 | 15 | 30 | 19 | 5 | $4,737.79万 |
| 2026Q1 | 60 | 4,634,717 | $1.73亿 | 6 | 27 | 18 | 3 | $3,320.62万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Steward Partners Investment Advisory, LLC | 加仓 | $1,186.99万 |
| Strive Financial Group ,LLC | 加仓 | $716.18万 |
| Avior Wealth Management, LLC | 加仓 | $588.79万 |
| LPL Financial LLC | 加仓 | $473.54万 |
| TRUE Private Wealth Advisors | 加仓 | $470.16万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $392.52万 |
| TRUIST FINANCIAL CORP | 加仓 | $391.22万 |
| GeoWealth Management, LLC | 加仓 | $365.14万 |
| CONTINENTAL INVESTORS SERVICES, INC. | 加仓 | $282.44万 |
| FOCUSED ALPHA, LLC | 新建仓 | $240.42万 |
| Farther Finance Advisors, LLC | 加仓 | $210.59万 |
| Golden State Wealth Management, LLC | 新建仓 | $176.96万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $173.60万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $157.08万 |
| Rothschild Wealth LLC | 新建仓 | $123.23万 |
| PKS Advisory Services, LLC | 新建仓 | $94.04万 |
| GK Wealth Management LLC | 新建仓 | $86.17万 |
| Vann Equity Management LLC | 新建仓 | $53.36万 |
| Koshinski Asset Management, Inc. | 加仓 | $43.32万 |
| Navigation Wealth Management, Inc. | 加仓 | $38.25万 |
2026Q2 卖出最多
| CreativeOne Wealth, LLC | 减仓 | -$745.31万 |
| Wayfinding Financial, LLC | 减仓 | -$553.38万 |
| Bauman Advisory Group, LLC | 清仓 | -$177.36万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$88.12万 |
| JANE STREET GROUP, LLC | 减仓 | -$57.79万 |
| Balboa Wealth Partners | 减仓 | -$39.06万 |
| Vise Technologies, Inc. | 减仓 | -$35.63万 |
| EJMK Ventures LLC | 减仓 | -$33.84万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$26.13万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$17.46万 |
| Arete Wealth Advisors, LLC | 减仓 | -$11.19万 |
| Creative Planning | 减仓 | -$9.27万 |
| Advisory Services Network, LLC | 减仓 | -$7.63万 |
| Simplicity Wealth,LLC | 减仓 | -$6.35万 |
| Alteri Wealth LLC | 减仓 | -$5.08万 |
| Axim Planning & Wealth | 减仓 | -$4.25万 |
| Summit Financial, LLC | 减仓 | -$3.87万 |
| Paragon Private Wealth Management, LLC | 减仓 | -$2.86万 |
| Arax Advisory Partners | 减仓 | -$2.38万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$2.27万 |
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 |
|---|---|---|---|---|---|
| Avior Wealth Management, LLC | 1,019,930 | $4,550.93万 | 1.20% | 131,956 | 加仓 |
| TRUE Private Wealth Advisors | 776,904 | $3,466.54万 | 2.99% | 105,370 | 加仓 |
| GeoWealth Management, LLC | 377,337 | $1,683.68万 | 0.53% | 81,832 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 293,193 | $1,308.23万 | 0.00% | 87,969 | 加仓 |
| Steward Partners Investment Advisory, LLC | 266,062 | $1,187.17万 | 0.06% | 266,022 | 加仓 |
| TRUIST FINANCIAL CORP | 254,812 | $1,136.97万 | 0.01% | 87,678 | 加仓 |
| CreativeOne Wealth, LLC | 244,611 | $1,091.45万 | 0.24% | -167,036 | 减仓 |
| CONTINENTAL INVESTORS SERVICES, INC. | 244,244 | $1,059.19万 | 8.30% | 65,130 | 加仓 |
| Sanchez Wealth Management Group | 218,094 | $973.13万 | 1.71% | 6,111 | 加仓 |
| LPL Financial LLC | 213,976 | $954.76万 | 0.00% | 106,127 | 加仓 |
| Strive Financial Group ,LLC | 205,799 | $918.28万 | 3.99% | 160,506 | 加仓 |
| Koshinski Asset Management, Inc. | 148,231 | $661.41万 | 0.35% | 9,709 | 加仓 |
| Arete Wealth Advisors, LLC | 113,896 | $508.21万 | 0.34% | -2,508 | 减仓 |
| Strategic Blueprint, LLC | 79,321 | $353.93万 | 0.18% | 6,067 | 加仓 |
| Advisory Services Network, LLC | 76,306 | $340.48万 | 0.04% | -1,709 | 减仓 |
| Maia Wealth LLC | 72,018 | $321.35万 | 0.47% | 7,502 | 加仓 |
| M1 Capital Management LLC | 71,943 | $321.01万 | 1.19% | 1,529 | 加仓 |
| Navigation Wealth Management, Inc. | 67,317 | $300.37万 | 4.14% | 8,573 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 64,330 | $287.00万 | 0.00% | 35,208 | 加仓 |
| Balboa Wealth Partners | 54,640 | $243.80万 | 0.33% | -8,755 | 减仓 |
| FOCUSED ALPHA, LLC | 53,882 | $240.42万 | 0.62% | 53,882 | 新建仓 |
| Advyzon Investment Management, LLC | 52,211 | $232.97万 | 0.17% | 6,511 | 加仓 |
| Prosperity Financial Group, Inc. | 51,779 | $231.04万 | 0.72% | 540 | 加仓 |
| Farther Finance Advisors, LLC | 47,553 | $212.18万 | 0.02% | 47,197 | 加仓 |
| Alteri Wealth LLC | 40,908 | $182.53万 | 0.50% | -1,139 | 减仓 |
| Golden State Wealth Management, LLC | 39,660 | $176.96万 | 0.16% | 39,660 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 38,907 | $173.60万 | 0.00% | 38,907 | 新建仓 |
| Ignite Planners, LLC | 34,400 | $153.49万 | 0.21% | 1,987 | 加仓 |
| EJMK Ventures LLC | 32,623 | $145.56万 | 0.66% | -7,585 | 减仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 30,080 | $134.22万 | 0.02% | -19,749 | 重新持有 |
| Rothschild Wealth LLC | 27,618 | $123.23万 | 0.10% | 27,618 | 新建仓 |
| Paragon Private Wealth Management, LLC | 26,596 | $118.67万 | 0.31% | -640 | 减仓 |
| Wayfinding Financial, LLC | 25,334 | $113.00万 | 0.43% | -124,064 | 减仓 |
| Creative Planning | 23,713 | $105.81万 | 0.00% | -2,078 | 减仓 |
| Westside Investment Management, Inc. | 22,607 | $100.87万 | 0.13% | 1,690 | 加仓 |
| Faithward Advisors, LLC | 22,344 | $99.70万 | 0.12% | 59 | 加仓 |
| Sanctuary Advisors, LLC | 21,733 | $96.97万 | 0.00% | 38 | 加仓 |
| PKS Advisory Services, LLC | 21,075 | $94.04万 | 0.15% | 21,075 | 新建仓 |
| Axim Planning & Wealth | 20,917 | $93.33万 | 1.30% | -953 | 减仓 |
| GK Wealth Management LLC | 19,312 | $86.17万 | 0.45% | 19,312 | 新建仓 |
| Stirlingshire Investments, Inc. | 18,257 | $81.46万 | 0.60% | -233 | 减仓 |
| UNIQUE WEALTH, LLC | 16,003 | $71.41万 | 0.08% | 1,222 | 加仓 |
| Simplicity Wealth,LLC | 15,956 | $71.20万 | 0.02% | -1,424 | 减仓 |
| Vantus Wealth LLC | 15,716 | $70.12万 | 0.38% | — | — |
| Revisor Wealth Management LLC | 14,859 | $66.30万 | 0.16% | 5,218 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 14,832 | $66.18万 | 0.01% | 1,723 | 加仓 |
| Carter Financial Group, INC. | 13,103 | $58.47万 | 0.30% | 11 | 加仓 |
| Vann Equity Management LLC | 11,959 | $53.36万 | 0.32% | 11,959 | 新建仓 |
| Rossby Financial, LCC | 10,319 | $46.04万 | 0.08% | 0 | 不变 |
| Latitude Advisors, LLC | 7,685 | $34.29万 | 0.14% | 2,065 | 加仓 |
内部人交易（Form 4）
SMIZ 董事、高管和大股东的最新买卖申报。专业版可看 🔒