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 🔒 | ||||||||
2026Q1 买入最多
| Avior Wealth Management, LLC | 加仓 | $764.95万 |
| TRUIST FINANCIAL CORP | 新建仓 | $626.92万 |
| GeoWealth Management, LLC | 加仓 | $604.50万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $585.28万 |
| CONTINENTAL INVESTORS SERVICES, INC. | 加仓 | $357.20万 |
| TRUE Private Wealth Advisors | 加仓 | $294.03万 |
| Koshinski Asset Management, Inc. | 加仓 | $97.86万 |
| Maia Wealth LLC | 加仓 | $70.82万 |
| Westside Investment Management, Inc. | 加仓 | $58.42万 |
| Revisor Wealth Management LLC | 新建仓 | $35.74万 |
| Advyzon Investment Management, LLC | 加仓 | $33.92万 |
| CreativeOne Wealth, LLC | 加仓 | $22.43万 |
| Balboa Wealth Partners | 加仓 | $22.15万 |
| Latitude Advisors, LLC | 新建仓 | $20.83万 |
| LPL Financial LLC | 加仓 | $18.25万 |
| M1 Capital Management LLC | 加仓 | $17.03万 |
| Faithward Advisors, LLC | 加仓 | $16.84万 |
| Strategic Blueprint, LLC | 加仓 | $16.69万 |
| Strive Financial Group ,LLC | 加仓 | $14.64万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $12.13万 |
2026Q1 卖出最多
| Arete Wealth Advisors, LLC | 减仓 | -$99.86万 |
| Advisory Services Network, LLC | 减仓 | -$90.45万 |
| EJMK Ventures LLC | 减仓 | -$71.57万 |
| JANE STREET GROUP, LLC | 减仓 | -$52.16万 |
| Atria Investments, Inc | 清仓 | -$36.22万 |
| Axiom Financial Strategies, LLC | 清仓 | -$28.16万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$18.25万 |
| Creative Planning | 减仓 | -$16.24万 |
| Bauman Advisory Group, LLC | 减仓 | -$8.17万 |
| Prosperity Financial Group, Inc. | 减仓 | -$7.50万 |
| Wayfinding Financial, LLC | 减仓 | -$5.86万 |
| Paragon Private Wealth Management, LLC | 减仓 | -$4.08万 |
| Navigation Wealth Management, Inc. | 减仓 | -$2.91万 |
| Retirement Wealth Solutions LLC | 清仓 | -$1.83万 |
| Simplicity Wealth,LLC | 减仓 | -$9,193 |
| Carter Financial Group, INC. | 减仓 | -$6,228 |
| OSAIC HOLDINGS, INC. | 减仓 | -$4,781 |
| Rossby Financial, LCC | 减仓 | -$4,419 |
| Summit Financial, LLC | 减仓 | -$2,780 |
| Stirlingshire Investments, Inc. | 减仓 | -$1,483 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒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 🔒