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 🔒 | ||||||||
2026Q1 买入最多
| Shaker Financial Services, LLC | 加仓 | $304.12万 |
| Lloyd Advisory Services, LLC. | 新建仓 | $264.77万 |
| Almitas Capital LLC | 加仓 | $150.54万 |
| JP Wealth Management, Inc. | 加仓 | $136.77万 |
| COHEN & STEERS, INC. | 加仓 | $119.69万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $108.48万 |
| Independent Advisor Alliance | 新建仓 | $103.22万 |
| WOLVERINE ASSET MANAGEMENT LLC | 加仓 | $98.95万 |
| Bulldog Investors, LLP | 加仓 | $74.83万 |
| Matisse Capital | 加仓 | $61.56万 |
| LPL Financial LLC | 加仓 | $55.75万 |
| Advisors Asset Management, Inc. | 新建仓 | $45.08万 |
| Quantedge Capital Pte Ltd | 加仓 | $41.89万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 加仓 | $40.31万 |
| Janney Montgomery Scott LLC | 重新持有 | $38.67万 |
| Beverly Hills Private Wealth, LLC | 加仓 | $37.18万 |
| 1607 Capital Partners, LLC | 加仓 | $34.38万 |
| Stolper Co | 加仓 | $27.24万 |
| Creative Planning | 新建仓 | $24.98万 |
| NewEdge Advisors, LLC | 加仓 | $20.30万 |
2026Q1 卖出最多
| Thomas J. Herzfeld Advisors, Inc. | 减仓 | -$468.93万 |
| Karpus Management, Inc. | 减仓 | -$419.83万 |
| MORGAN STANLEY | 减仓 | -$335.18万 |
| AQR Arbitrage LLC | 清仓 | -$254.15万 |
| Calamos Advisors LLC | 清仓 | -$44.86万 |
| ROYAL BANK OF CANADA | 减仓 | -$42.40万 |
| Pathstone Holdings, LLC | 减仓 | -$39.76万 |
| Dakota Wealth Management | 清仓 | -$31.79万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$18.87万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$14.86万 |
| HighTower Advisors, LLC | 减仓 | -$12.00万 |
| JPMORGAN CHASE & CO | 清仓 | -$11.72万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$11.46万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$8.37万 |
| PNC Financial Services Group, Inc. | 减仓 | -$7.79万 |
| GatePass Capital, LLC | 减仓 | -$6.95万 |
| Z3 Capital Partners, LLC | 减仓 | -$6.77万 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 减仓 | -$6.74万 |
| CITADEL ADVISORS LLC | 减仓 | -$6.72万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$5.59万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,166,650 | $3,704.97万 | 0.00% | -196,009 | 减仓 |
| JP Wealth Management, Inc. | 1,555,695 | $2,660.24万 | 18.04% | 79,980 | 加仓 |
| Bulldog Investors, LLP | 1,287,582 | $2,201.77万 | 4.95% | 43,759 | 加仓 |
| Pathstone Holdings, LLC | 910,227 | $1,556.49万 | 0.06% | -23,250 | 减仓 |
| 1607 Capital Partners, LLC | 885,921 | $1,514.92万 | 1.09% | 20,106 | 加仓 |
| Allspring Global Investments Holdings, LLC | 721,643 | $1,234.01万 | 0.02% | 63,439 | 加仓 |
| CSS LLC/IL | 461,965 | $789.96万 | 0.38% | 0 | 不变 |
| GatePass Capital, LLC | 430,595 | $736.32万 | 3.44% | -4,065 | 减仓 |
| LPL Financial LLC | 426,314 | $729.00万 | 0.00% | 32,601 | 加仓 |
| B. Riley Wealth Advisors, Inc. | 403,720 | $674.62万 | 0.43% | 5,175 | 加仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 350,678 | $599.66万 | 0.86% | 23,572 | 加仓 |
| COHEN & STEERS, INC. | 296,158 | $506.40万 | 0.01% | 70,000 | 加仓 |
| Shaker Financial Services, LLC | 286,488 | $489.89万 | 1.71% | 177,849 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 278,867 | $476.86万 | 0.00% | 1,320 | 加仓 |
| Quantedge Capital Pte Ltd | 255,603 | $437.08万 | 2.39% | 24,500 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 222,619 | $380.68万 | 0.00% | 4,234 | 加仓 |
| Matisse Capital | 216,000 | $369.36万 | 1.58% | 36,000 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 207,230 | $354.36万 | 0.16% | -1,140 | 减仓 |
| SRH ADVISORS, LLC | 188,926 | $323.06万 | 0.92% | 153 | 加仓 |
| Winning Points Advisors, LLC | 182,123 | $311.43万 | 3.12% | -2,039 | 减仓 |
| RPO LLC | 178,990 | $306.07万 | 9.46% | 10,000 | 加仓 |
| ROYAL BANK OF CANADA | 170,172 | $291.00万 | 0.00% | -24,792 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 158,980 | $271.86万 | 0.15% | -710 | 减仓 |
| Lloyd Advisory Services, LLC. | 154,836 | $264.77万 | 0.76% | 154,836 | 新建仓 |
| Kingdom Financial Group LLC. | 154,836 | $264.77万 | 0.76% | 327 | 加仓 |
| WELLS FARGO & COMPANY/MN | 151,751 | $259.50万 | 0.00% | -328 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 133,164 | $227.71万 | 0.03% | -3,269 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 132,383 | $226.40万 | 0.01% | 7,274 | 加仓 |
| Almitas Capital LLC | 116,755 | $199.65万 | 0.45% | 88,036 | 加仓 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 111,819 | $191.21万 | 0.00% | 0 | 不变 |
| Thomas J. Herzfeld Advisors, Inc. | 107,778 | $184.30万 | 0.63% | -274,227 | 减仓 |
| HighTower Advisors, LLC | 107,147 | $183.22万 | 0.00% | -7,017 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 106,748 | $182.54万 | 0.00% | -11,034 | 减仓 |
| SouthState Bank Corp | 100,000 | $171.00万 | 0.08% | 0 | 不变 |
| PARK AVENUE SECURITIES LLC | 96,812 | $165.50万 | 0.01% | -8,692 | 减仓 |
| UHLMANN PRICE SECURITIES, LLC | 89,699 | $161.94万 | 0.11% | 4,652 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 93,534 | $159.94万 | 0.02% | 57,864 | 加仓 |
| D.A. DAVIDSON & CO. | 83,645 | $143.03万 | 0.01% | 581 | 加仓 |
| UBS Group AG | 78,842 | $134.82万 | 0.00% | -2,940 | 减仓 |
| &PARTNERS | 78,243 | $133.80万 | 0.01% | 6,914 | 加仓 |
| NewEdge Advisors, LLC | 76,603 | $130.99万 | 0.00% | 11,869 | 加仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 72,775 | $124.45万 | 0.06% | -6,700 | 减仓 |
| MML INVESTORS SERVICES, LLC | 70,284 | $120.19万 | 0.00% | -4,895 | 减仓 |
| OPPENHEIMER & CO INC | 66,933 | $114.46万 | 0.01% | -1,165 | 减仓 |
| BOOTHBAY FUND MANAGEMENT, LLC | 66,297 | $113.37万 | 0.01% | 10,000 | 加仓 |
| Independent Advisor Alliance | 60,360 | $103.22万 | 0.01% | 60,360 | 新建仓 |
| Advisory Advocates, LLC | 57,899 | $99.01万 | 1.01% | 2,302 | 加仓 |
| Beverly Hills Private Wealth, LLC | 50,831 | $86.92万 | 0.14% | 21,742 | 加仓 |
| DCF Advisers, LLC | 50,000 | $85.50万 | 0.23% | 0 | 不变 |
| WealthTrust Axiom LLC | 49,082 | $83.93万 | 0.21% | 8,187 | 加仓 |
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 🔒