13F 机构持仓

SMTH ALPS ETF TR

SMITH CORE PLUS

持有机构数842026Q2
26Q126Q2
机构合计持股(股)91,239,9292026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q28491,239,929$23.27亿 835259$3.42亿
2026Q18277,779,568$19.93亿 1239197-$2.92亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Annex Advisory Services, LLC加仓$2,787.98万
Trilogy Capital Inc.加仓$828.44万
SHUFRO ROSE & CO LLC加仓$639.61万
Stratos Investment Management, LLC加仓$430.74万
BANK OF AMERICA CORP /DE/新建仓$299.28万
Lineweaver Wealth Advisors, LLC加仓$210.86万
Blue Line Capital, LLC / IL加仓$181.62万
Bank of New York Mellon Corp加仓$178.18万
Signal Advisors Wealth, LLC新建仓$145.97万
SENTINEL PENSION ADVISORS, LLC加仓$131.32万
GOLDMAN SACHS GROUP INC新建仓$127.81万
NorthCrest Asset Manangement, LLC加仓$125.30万
Old Port Advisors加仓$120.02万
Tenzing Financial LLC加仓$119.71万
Guardian Financial Partners, LLC加仓$115.97万
World Investment Advisors加仓$106.17万
LPL Financial LLC加仓$102.31万
Ethos Financial Group, LLC加仓$64.49万
Riverbend Wealth Management, LLC加仓$63.32万
Sovereign Investment Advisors, LLC加仓$61.93万

2026Q1 卖出最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$3.41亿
Thrivent Financial for Lutherans减仓-$1,359.46万
Traction Financial Partners, LLC减仓-$333.69万
LEVEL FOUR ADVISORY SERVICES, LLC减仓-$268.11万
CITADEL ADVISORS LLC减仓-$138.03万
Principle Wealth Partners LLC减仓-$88.53万
Curbstone Financial Management Corp清仓-$55.70万
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC清仓-$51.34万
Stratos Wealth Partners, LTD.清仓-$47.60万
Boyer Financial Services, Inc.减仓-$46.12万
Hamilton Wealth, LLC减仓-$27.99万
Rockefeller Capital Management L.P.清仓-$26.05万
Summit Financial, LLC减仓-$16.06万
JPMORGAN CHASE & CO减仓-$11.26万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$7.67万
FIRST FOUNDATION ADVISORS减仓-$7.04万
Triumph Capital Management减仓-$5.48万
G&S Capital LLC减仓-$5.20万
MAI Capital Management减仓-$2.64万
ENVESTNET ASSET MANAGEMENT INC重新持有-$2.37万

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42,086,273$10.74亿2.16%-13,379,832减仓
Annex Advisory Services, LLC8,057,413$2.08亿3.89%1,082,502加仓
SHUFRO ROSE & CO LLC5,106,384$1.32亿8.94%248,343加仓
Stratos Investment Management, LLC3,427,061$8,826.40万3.54%167,244加仓
Bank of New York Mellon Corp2,208,173$5,687.15万0.01%69,182加仓
Trilogy Capital Inc.1,943,212$5,004.74万2.20%321,661加仓
Lineweaver Wealth Advisors, LLC1,465,774$3,775.10万5.09%81,871加仓
Hamilton Wealth, LLC1,326,629$3,416.73万6.65%-10,867减仓
LEVEL FOUR ADVISORY SERVICES, LLC1,238,142$3,188.84万1.05%-104,100减仓
Meridian Wealth Management, LLC855,270$2,202.75万0.77%23,052加仓
Thrivent Financial for Lutherans731,969$1,885.10万0.04%-527,868减仓
ADAPT WEALTH ADVISORS, LLC721,532$1,858.31万6.73%9,375加仓
Traction Financial Partners, LLC677,125$1,743.94万10.74%-129,564减仓
Principle Wealth Partners LLC676,565$1,742.49万1.00%-34,373减仓
NorthCrest Asset Manangement, LLC530,146$1,369.90万0.42%48,490加仓
Guardian Financial Partners, LLC495,650$1,276.55万5.39%45,029加仓
Vise Technologies, Inc.464,880$1,211.94万0.24%0不变
SENTINEL PENSION ADVISORS, LLC437,659$1,127.19万1.67%50,990加仓
World Investment Advisors436,043$1,123.03万0.18%41,222加仓
Prasad Wealth Partners, LLC399,373$1,028.58万2.80%12,353加仓
Old Port Advisors385,989$994.11万2.29%46,601加仓
Gallacher Capital Management LLC379,430$977.22万3.75%5,031加仓
Sovereign Investment Advisors, LLC373,742$962.57万2.04%24,047加仓
Ethos Financial Group, LLC298,441$766.40万0.56%25,114加仓
Tenzing Financial LLC292,878$759.58万5.70%46,157加仓
NIXON PEABODY TRUST CO289,257$744.98万0.59%11,940加仓
SBE LLC DBA CEDAR COVE WEALTH PARTNERS218,318$562.28万2.95%13,817加仓
Spectrum Investment Advisors, Inc.194,520$500.99万2.49%13,903加仓
Riverbend Wealth Management, LLC194,177$500.10万2.86%24,584加仓
ALPS ADVISORS INC147,517$379.93万0.02%0不变
RAYMOND JAMES FINANCIAL INC141,460$364.33万0.00%3,730加仓
LPL Financial LLC135,082$347.90万0.00%39,723加仓
BANK OF AMERICA CORP /DE/116,201$299.28万0.00%116,201新建仓
FIRST FOUNDATION ADVISORS114,592$295.13万0.12%-2,733减仓
CITADEL ADVISORS LLC94,547$243.51万0.00%-53,595减仓
Crestwood Advisors Group, LLC91,161$234.79万0.04%14,086加仓
Blue Line Capital, LLC / IL87,352$224.98万2.55%70,518加仓
Fermata Advisors, LLC82,372$212.15万0.48%-203减仓
Arsenal Capital Advisors LLC79,161$203.88万1.48%1,605加仓
WELLS FARGO & COMPANY/MN65,017$167.45万0.00%11,700加仓
Tidal Investments LLC60,870$156.77万0.00%19,479加仓
Signal Advisors Wealth, LLC56,677$145.97万0.10%56,677新建仓
GOLDMAN SACHS GROUP INC49,627$127.81万0.00%49,627新建仓
Boyer Financial Services, Inc.39,699$102.25万1.08%-17,907减仓
JPMORGAN CHASE & CO39,733$102.03万0.00%-4,383减仓
G&S Capital LLC38,814$99.97万0.35%-2,018减仓
Triumph Capital Management35,378$91.12万0.19%-2,127减仓
ENVESTNET ASSET MANAGEMENT INC34,596$89.10万0.00%-919重新持有
Legacy Capital Wealth Partners, LLC33,627$86.61万0.16%0不变
Wealth Enhancement Trust Services, Inc.30,565$78.72万0.10%3,730加仓

内部人交易(Form 4)

SMTH 董事、高管和大股东的最新买卖申报。专业版可看 🔒