TUA SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
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 | 88 | 26,687,311 | $5.43亿 | 12 | 34 | 25 | 12 | -$24.68万 |
| 2026Q1 | 83 | 26,527,746 | $5.59亿 | 12 | 30 | 31 | 15 | $1.26亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Trek Financial, LLC | 重新持有 | $2,525.43万 |
| Lloyd Advisory Services, LLC. | 加仓 | $1,309.52万 |
| HighTower Advisors, LLC | 加仓 | $1,077.82万 |
| GenTrust, LLC | 加仓 | $856.45万 |
| Mid-American Wealth Advisory Group, Inc. | 加仓 | $746.74万 |
| Encompass More Asset Management | 重新持有 | $681.98万 |
| Financial Enhancement Group LLC | 加仓 | $431.11万 |
| CITADEL ADVISORS LLC | 新建仓 | $285.45万 |
| AE Wealth Management LLC | 加仓 | $241.67万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $127.02万 |
| TOUNJIAN ADVISORY PARTNERS, LLC | 新建仓 | $100.81万 |
| IFG Advisory, LLC | 新建仓 | $70.44万 |
| Golden Reserve Retirement LLC | 加仓 | $57.70万 |
| Heck Capital Advisors, LLC | 加仓 | $37.68万 |
| Authentikos Wealth Advisory, LLC | 加仓 | $28.05万 |
| Astoria Portfolio Advisors LLC. | 新建仓 | $23.33万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $21.79万 |
| Harbour Capital Advisors, LLC | 新建仓 | $20.57万 |
| HOWARD BAILEY SECURITIES, LLC | 加仓 | $18.04万 |
| Professional Financial Management, Inc. | 加仓 | $16.60万 |
2026Q2 卖出最多
| Ferguson Shapiro LLC | 减仓 | -$3,668.04万 |
| Simplify Asset Management Inc. | 减仓 | -$1,466.43万 |
| Insight Wealth Strategies, LLC | 清仓 | -$1,405.66万 |
| LPL Financial LLC | 减仓 | -$680.43万 |
| ALTFEST L J & CO INC | 减仓 | -$306.83万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 清仓 | -$173.36万 |
| PRIVATE CLIENT SERVICES, LLC | 减仓 | -$136.14万 |
| Hilltop Holdings Inc. | 清仓 | -$120.91万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$117.80万 |
| Belpointe Asset Management LLC | 清仓 | -$81.00万 |
| Magnolia Private Wealth, LLC | 减仓 | -$74.92万 |
| EVOKE WEALTH, LLC | 清仓 | -$69.73万 |
| Pekin Hardy Strauss, Inc. | 清仓 | -$63.09万 |
| Equitable Holdings, Inc. | 清仓 | -$57.02万 |
| Park Edge Advisors, LLC | 减仓 | -$51.55万 |
| Broussard Financial Group LLC | 减仓 | -$46.61万 |
| Aprio Wealth Management, LLC | 减仓 | -$45.90万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$33.93万 |
| SMART Wealth LLC | 减仓 | -$33.00万 |
| IHT Wealth Management, LLC | 减仓 | -$29.52万 |
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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 4,810,740 | $9,825.94万 | 1.37% | -717,960 | 减仓 |
| GenTrust, LLC | 3,302,450 | $6,745.25万 | 2.59% | 419,316 | 加仓 |
| SOUTHERN FARM BUREAU LIFE INSURANCE | 2,967,492 | $6,068.50万 | 5.80% | 0 | 不变 |
| AE Wealth Management LLC | 2,035,990 | $4,158.51万 | 0.19% | 118,322 | 加仓 |
| HighTower Advisors, LLC | 1,709,228 | $3,491.10万 | 0.03% | 527,694 | 加仓 |
| Mid-American Wealth Advisory Group, Inc. | 1,505,044 | $3,074.05万 | 11.11% | 365,601 | 加仓 |
| Trek Financial, LLC | 1,248,306 | $2,549.67万 | 1.27% | 1,236,438 | 重新持有 |
| Ancora Advisors LLC | 996,922 | $2,036.21万 | 0.39% | 6,673 | 加仓 |
| Financial Enhancement Group LLC | 844,724 | $1,725.35万 | 2.06% | 211,072 | 加仓 |
| Lloyd Advisory Services, LLC. | 679,397 | $1,387.67万 | 5.38% | 641,136 | 加仓 |
| Ferguson Shapiro LLC | 530,665 | $1,083.88万 | 3.17% | -1,795,857 | 减仓 |
| ALTFEST L J & CO INC | 513,278 | $1,048.37万 | 1.02% | -150,223 | 减仓 |
| Heck Capital Advisors, LLC | 447,209 | $913.42万 | 0.55% | 18,450 | 加仓 |
| LPL Financial LLC | 431,936 | $882.23万 | 0.00% | -333,138 | 减仓 |
| Encompass More Asset Management | 426,294 | $870.71万 | 1.27% | 333,896 | 重新持有 |
| Park Edge Advisors, LLC | 354,937 | $724.96万 | 1.53% | -25,239 | 减仓 |
| Broussard Financial Group LLC | 349,430 | $713.71万 | 5.72% | -22,820 | 减仓 |
| Authentikos Wealth Advisory, LLC | 262,798 | $536.77万 | 3.43% | 13,733 | 加仓 |
| Aprio Wealth Management, LLC | 210,655 | $430.26万 | 0.21% | -22,473 | 减仓 |
| Professional Financial Management, Inc. | 206,219 | $421.20万 | 4.27% | 8,127 | 加仓 |
| HOLLENCREST CAPITAL MANAGEMENT | 201,303 | $411.16万 | 0.27% | 0 | 不变 |
| LifeWealth Investments, LLC | 170,572 | $348.39万 | 0.93% | 7,314 | 加仓 |
| Elevated Capital Advisors, LLC | 163,300 | $333.54万 | 0.92% | -2,502 | 减仓 |
| Magnolia Private Wealth, LLC | 242,589 | $324.23万 | 1.09% | -56,056 | 减仓 |
| HOWARD BAILEY SECURITIES, LLC | 156,987 | $320.65万 | 1.20% | 8,833 | 加仓 |
| CITADEL ADVISORS LLC | 139,754 | $285.45万 | 0.00% | 139,754 | 新建仓 |
| B.O.S.S. Retirement Advisors, LLC | 139,720 | $285.38万 | 0.77% | 4,229 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 135,797 | $277.37万 | 0.03% | -16,614 | 减仓 |
| PRIVATE CLIENT SERVICES, LLC | 132,458 | $270.55万 | 0.71% | -66,654 | 减仓 |
| Great Lakes Retirement, Inc. | 121,629 | $248.43万 | 0.22% | -1,661 | 减仓 |
| Gladstone Institutional Advisory LLC | 100,272 | $204.81万 | 0.06% | -12,194 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 88,568 | $180.90万 | 0.00% | 62,187 | 重新持有 |
| ROYAL BANK OF CANADA | 79,467 | $162.30万 | 0.00% | 0 | 不变 |
| Aegis Wealth Management, Inc. | 74,953 | $153.09万 | 0.99% | 4,616 | 加仓 |
| Integrated Wealth Management | 63,803 | $130.32万 | 1.38% | 5,558 | 加仓 |
| Golden Reserve Retirement LLC | 58,630 | $119.75万 | 0.19% | 28,249 | 加仓 |
| Centennial Advisors, LLC | 57,089 | $116.60万 | 1.39% | 4,921 | 加仓 |
| IHT Wealth Management, LLC | 52,723 | $107.69万 | 0.02% | -14,451 | 减仓 |
| TOUNJIAN ADVISORY PARTNERS, LLC | 49,358 | $100.81万 | 0.43% | 49,358 | 新建仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 44,036 | $89.94万 | 0.02% | -12,744 | 减仓 |
| GOLDMAN SACHS GROUP INC | 41,000 | $83.74万 | 0.00% | 0 | 不变 |
| HRT FINANCIAL LP | 39,011 | $79.60万 | 0.00% | 6,410 | 加仓 |
| Kingdom Financial Group LLC. | 38,296 | $78.22万 | 0.20% | 35 | 加仓 |
| IFG Advisory, LLC | 34,486 | $70.44万 | 0.02% | 34,486 | 新建仓 |
| Csenge Advisory Group | 32,821 | $67.04万 | 0.03% | -10,659 | 减仓 |
| Straight Path Wealth Management | 31,697 | $64.74万 | 0.15% | -750 | 减仓 |
| Farther Finance Advisors, LLC | 23,034 | $47.05万 | 0.00% | 2,107 | 加仓 |
| Legacy PCG, LLC | 22,004 | $44.71万 | 2.16% | 0 | 不变 |
| 4WEALTH ADVISORS, INC. | 21,061 | $43.22万 | 0.33% | -1,410 | 减仓 |
| Cumberland Partners Ltd | 19,232 | $39.28万 | 0.03% | 64 | 加仓 |
内部人交易（Form 4）
TUA 董事、高管和大股东的最新买卖申报。专业版可看 🔒