STEW SRH TOTAL RETURN FUND INC
COM
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 | 128 | 19,680,645 | $3.52亿 | 8 | 44 | 35 | 10 | $6,832.08万 |
| 2026Q1 | 126 | 15,810,354 | $2.70亿 | 10 | 47 | 35 | 8 | $143.99万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Atlas Wealth LLC | 新建仓 | $6,285.25万 |
| Rockefeller Capital Management L.P. | 加仓 | $275.45万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $249.45万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $235.79万 |
| WOLVERINE ASSET MANAGEMENT LLC | 加仓 | $152.03万 |
| Bulldog Investors, LLP | 加仓 | $107.40万 |
| Peak Asset Management, LLC | 新建仓 | $91.80万 |
| XTX Topco Ltd | 新建仓 | $57.09万 |
| UHLMANN PRICE SECURITIES, LLC | 加仓 | $44.17万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $41.92万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 加仓 | $41.32万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $39.56万 |
| MONETARY MANAGEMENT GROUP INC | 加仓 | $37.95万 |
| Advisors Asset Management, Inc. | 加仓 | $37.02万 |
| LPL Financial LLC | 加仓 | $36.84万 |
| JP Wealth Management, Inc. | 加仓 | $31.75万 |
| Almitas Capital LLC | 加仓 | $30.46万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $26.65万 |
| 1607 Capital Partners, LLC | 加仓 | $24.17万 |
| GatePass Capital, LLC | 加仓 | $23.28万 |
2026Q2 卖出最多
| Lloyd Advisory Services, LLC. | 清仓 | -$264.77万 |
| Thomas J. Herzfeld Advisors, Inc. | 减仓 | -$192.24万 |
| MORGAN STANLEY | 减仓 | -$164.71万 |
| Independent Advisor Alliance | 清仓 | -$103.22万 |
| ROYAL BANK OF CANADA | 减仓 | -$74.62万 |
| COHEN & STEERS, INC. | 减仓 | -$71.60万 |
| IFG Advisory, LLC | 重新持有 | -$60.05万 |
| Karpus Management, Inc. | 清仓 | -$50.26万 |
| SRH ADVISORS, LLC | 减仓 | -$43.15万 |
| Pathstone Holdings, LLC | 减仓 | -$32.79万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$32.68万 |
| Creative Planning | 清仓 | -$24.98万 |
| EVOLVE PRIVATE WEALTH, LLC | 减仓 | -$22.60万 |
| Quantedge Capital Pte Ltd | 减仓 | -$18.80万 |
| Winning Points Advisors, LLC | 减仓 | -$18.00万 |
| CITADEL ADVISORS LLC | 清仓 | -$17.31万 |
| Clear Creek Financial Management, LLC | 减仓 | -$11.10万 |
| ROTHSCHILD INVESTMENT LLC | 清仓 | -$8.55万 |
| HighTower Advisors, LLC | 减仓 | -$6.29万 |
| Z3 Capital Partners, LLC | 减仓 | -$6.23万 |
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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 3,511,313 | $6,285.25万 | 8.96% | 3,511,313 | 新建仓 |
| MORGAN STANLEY | 2,074,631 | $3,713.59万 | 0.00% | -92,019 | 减仓 |
| JP Wealth Management, Inc. | 1,573,433 | $2,816.45万 | 17.73% | 17,738 | 加仓 |
| Bulldog Investors, LLP | 1,347,582 | $2,412.17万 | 5.30% | 60,000 | 加仓 |
| 1607 Capital Partners, LLC | 899,421 | $1,609.96万 | 1.40% | 13,500 | 加仓 |
| Pathstone Holdings, LLC | 891,906 | $1,596.51万 | 0.05% | -18,321 | 减仓 |
| Allspring Global Investments Holdings, LLC | 853,372 | $1,527.54万 | 0.02% | 131,729 | 加仓 |
| CSS LLC/IL | 461,965 | $826.92万 | 0.32% | 0 | 不变 |
| LPL Financial LLC | 446,897 | $799.95万 | 0.00% | 20,583 | 加仓 |
| GatePass Capital, LLC | 443,600 | $794.04万 | 3.01% | 13,005 | 加仓 |
| B. Riley Wealth Advisors, Inc. | 405,048 | $722.20万 | 0.39% | 1,328 | 加仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 373,762 | $669.03万 | 0.83% | 23,084 | 加仓 |
| Shaker Financial Services, LLC | 298,716 | $534.70万 | 1.67% | 12,228 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 286,235 | $512.36万 | 0.00% | 7,368 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 271,754 | $486.40万 | 0.01% | 139,371 | 加仓 |
| COHEN & STEERS, INC. | 256,158 | $458.50万 | 0.01% | -40,000 | 减仓 |
| Quantedge Capital Pte Ltd | 245,103 | $438.73万 | 3.33% | -10,500 | 减仓 |
| Matisse Capital | 226,000 | $404.54万 | 1.62% | 10,000 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 214,190 | $383.40万 | 0.15% | 6,960 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 204,363 | $365.81万 | 0.00% | -18,256 | 减仓 |
| RPO LLC | 178,990 | $320.39万 | 10.54% | 0 | 不变 |
| WOLVERINE ASSET MANAGEMENT LLC | 178,469 | $319.46万 | 0.03% | 84,935 | 加仓 |
| WELLS FARGO & COMPANY/MN | 173,852 | $311.20万 | 0.00% | 22,101 | 加仓 |
| Winning Points Advisors, LLC | 172,065 | $308.00万 | 4.06% | -10,058 | 减仓 |
| SRH ADVISORS, LLC | 164,822 | $295.03万 | 0.75% | -24,104 | 减仓 |
| Kingdom Financial Group LLC. | 163,061 | $291.88万 | 0.75% | 8,225 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 156,585 | $280.29万 | 0.03% | 23,421 | 加仓 |
| Rockefeller Capital Management L.P. | 155,599 | $278.52万 | 0.00% | 153,880 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 146,354 | $261.97万 | 0.16% | -12,626 | 减仓 |
| Almitas Capital LLC | 133,773 | $239.45万 | 0.57% | 17,018 | 加仓 |
| ROYAL BANK OF CANADA | 128,474 | $229.90万 | 0.00% | -41,698 | 减仓 |
| UHLMANN PRICE SECURITIES, LLC | 114,375 | $204.74万 | 0.08% | 24,676 | 加仓 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 111,819 | $200.16万 | 0.00% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 105,885 | $189.53万 | 0.00% | -863 | 减仓 |
| HighTower Advisors, LLC | 103,631 | $185.50万 | 0.00% | -3,516 | 减仓 |
| SouthState Bank Corp | 100,000 | $179.00万 | 0.07% | 0 | 不变 |
| PARK AVENUE SECURITIES LLC | 96,227 | $172.20万 | 0.01% | -585 | 减仓 |
| D.A. DAVIDSON & CO. | 83,703 | $149.83万 | 0.01% | 58 | 加仓 |
| &PARTNERS | 78,118 | $139.65万 | 0.01% | -125 | 减仓 |
| UBS Group AG | 76,169 | $136.34万 | 0.00% | -2,673 | 减仓 |
| NewEdge Advisors, LLC | 75,697 | $135.50万 | 0.00% | -906 | 减仓 |
| OPPENHEIMER & CO INC | 74,877 | $134.03万 | 0.01% | 7,944 | 加仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 72,775 | $130.27万 | 0.05% | 0 | 不变 |
| MML INVESTORS SERVICES, LLC | 70,790 | $126.71万 | 0.00% | 506 | 加仓 |
| BOOTHBAY FUND MANAGEMENT, LLC | 66,297 | $118.67万 | 0.02% | 0 | 不变 |
| Advisory Advocates, LLC | 61,910 | $110.82万 | 0.95% | 4,011 | 加仓 |
| Beverly Hills Private Wealth, LLC | 59,365 | $106.26万 | 0.20% | 8,534 | 加仓 |
| Peak Asset Management, LLC | 51,285 | $91.80万 | 0.13% | 51,285 | 新建仓 |
| MONETARY MANAGEMENT GROUP INC | 50,900 | $91.11万 | 0.19% | 21,200 | 加仓 |
| DCF Advisers, LLC | 50,000 | $89.50万 | 0.16% | 0 | 不变 |
内部人交易（Form 4）
STEW 董事、高管和大股东的最新买卖申报。专业版可看 🔒