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 🔒 | ||||||||
2026Q1 买入最多
| Simplify Asset Management Inc. | 新建仓 | $1.17亿 |
| GenTrust, LLC | 新建仓 | $6,083.41万 |
| HighTower Advisors, LLC | 加仓 | $551.40万 |
| Financial Enhancement Group LLC | 加仓 | $477.94万 |
| Ancora Advisors LLC | 加仓 | $356.50万 |
| Heck Capital Advisors, LLC | 加仓 | $302.31万 |
| Ferguson Shapiro LLC | 加仓 | $191.46万 |
| Elevated Capital Advisors, LLC | 加仓 | $113.68万 |
| AE Wealth Management LLC | 加仓 | $82.54万 |
| EVOKE WEALTH, LLC | 新建仓 | $69.73万 |
| HRT FINANCIAL LP | 新建仓 | $68.70万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $57.39万 |
| Broussard Financial Group LLC | 加仓 | $55.09万 |
| Insight Wealth Strategies, LLC | 加仓 | $54.51万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $48.02万 |
| Magnolia Private Wealth, LLC | 加仓 | $46.98万 |
| Legacy PCG, LLC | 新建仓 | $46.43万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $45.17万 |
| Golden Reserve Retirement LLC | 加仓 | $36.94万 |
| Professional Financial Management, Inc. | 加仓 | $29.96万 |
2026Q1 卖出最多
| Private Advisor Group, LLC | 清仓 | -$1,912.56万 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 清仓 | -$1,910.61万 |
| Lloyd Advisory Services, LLC. | 减仓 | -$1,378.17万 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 减仓 | -$611.53万 |
| Cumberland Partners Ltd | 减仓 | -$520.38万 |
| ALTFEST L J & CO INC | 减仓 | -$400.53万 |
| Hilltop Holdings Inc. | 减仓 | -$185.70万 |
| Proficio Capital Partners LLC | 清仓 | -$135.17万 |
| Aprio Wealth Management, LLC | 减仓 | -$131.89万 |
| LPL Financial LLC | 减仓 | -$128.17万 |
| Summit Financial, LLC | 清仓 | -$117.92万 |
| WESPAC Advisors, LLC | 清仓 | -$92.73万 |
| Belpointe Asset Management LLC | 减仓 | -$59.86万 |
| Professional Financial Advisors, LLC | 清仓 | -$57.49万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$43.89万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$41.03万 |
| Farther Finance Advisors, LLC | 减仓 | -$32.72万 |
| Magnus Financial Group LLC | 清仓 | -$30.47万 |
| Foundations Investment Advisors, LLC | 清仓 | -$27.92万 |
| Great Lakes Retirement, Inc. | 减仓 | -$23.89万 |
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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 5,528,700 | $1.17亿 | 1.79% | 5,528,700 | 新建仓 |
| SOUTHERN FARM BUREAU LIFE INSURANCE | 2,967,492 | $6,255.50万 | 6.60% | 0 | 不变 |
| GenTrust, LLC | 2,883,134 | $6,083.41万 | 2.60% | 2,883,134 | 新建仓 |
| Ferguson Shapiro LLC | 2,326,522 | $4,908.96万 | 14.95% | 90,738 | 加仓 |
| AE Wealth Management LLC | 1,917,668 | $4,046.28万 | 0.22% | 39,118 | 加仓 |
| Mid-American Wealth Advisory Group, Inc. | 1,139,443 | $2,495.72万 | 10.54% | 0 | 不变 |
| HighTower Advisors, LLC | 1,181,534 | $2,493.04万 | 0.03% | 261,328 | 加仓 |
| Ancora Advisors LLC | 990,249 | $2,089.43万 | 0.44% | 168,959 | 加仓 |
| LPL Financial LLC | 765,074 | $1,614.31万 | 0.00% | -60,744 | 减仓 |
| Insight Wealth Strategies, LLC | 666,189 | $1,405.66万 | 1.57% | 25,833 | 加仓 |
| ALTFEST L J & CO INC | 663,501 | $1,399.99万 | 1.50% | -189,826 | 减仓 |
| Financial Enhancement Group LLC | 633,652 | $1,350.95万 | 1.64% | 224,173 | 加仓 |
| Heck Capital Advisors, LLC | 428,759 | $904.68万 | 0.67% | 143,276 | 加仓 |
| Park Edge Advisors, LLC | 380,176 | $802.17万 | 1.85% | -717 | 减仓 |
| Broussard Financial Group LLC | 372,250 | $785.45万 | 6.28% | 26,108 | 加仓 |
| Authentikos Wealth Advisory, LLC | 249,065 | $525.53万 | 3.55% | 7,248 | 加仓 |
| Aprio Wealth Management, LLC | 233,128 | $491.90万 | 0.27% | -62,507 | 减仓 |
| Magnolia Private Wealth, LLC | 298,645 | $452.93万 | 1.78% | 30,976 | 加仓 |
| HOLLENCREST CAPITAL MANAGEMENT | 201,303 | $424.75万 | 0.16% | -759 | 减仓 |
| PRIVATE CLIENT SERVICES, LLC | 199,112 | $420.13万 | 1.26% | -9,082 | 减仓 |
| Professional Financial Management, Inc. | 198,092 | $417.97万 | 4.35% | 14,197 | 加仓 |
| Elevated Capital Advisors, LLC | 165,802 | $349.84万 | 0.88% | 53,876 | 加仓 |
| LifeWealth Investments, LLC | 163,258 | $344.47万 | 1.03% | 10,216 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 152,411 | $321.59万 | 0.05% | 22,756 | 加仓 |
| HOWARD BAILEY SECURITIES, LLC | 148,154 | $312.60万 | 1.29% | -3,226 | 减仓 |
| B.O.S.S. Retirement Advisors, LLC | 135,491 | $285.89万 | 0.87% | -8,849 | 减仓 |
| Great Lakes Retirement, Inc. | 123,290 | $260.14万 | 0.27% | -11,323 | 减仓 |
| Gladstone Institutional Advisory LLC | 112,466 | $237.30万 | 0.09% | -10,469 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 82,163 | $173.36万 | 0.02% | 21,408 | 加仓 |
| ROYAL BANK OF CANADA | 79,467 | $167.70万 | 0.00% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 75,737 | $159.81万 | 0.00% | 3,610 | 加仓 |
| Aegis Wealth Management, Inc. | 70,337 | $148.41万 | 1.17% | -5,215 | 减仓 |
| IHT Wealth Management, LLC | 67,174 | $141.74万 | 0.03% | 6,033 | 加仓 |
| Integrated Wealth Management | 58,245 | $122.90万 | 1.41% | -1,205 | 减仓 |
| Hilltop Holdings Inc. | 57,302 | $120.91万 | 0.11% | -88,008 | 减仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 56,780 | $119.81万 | 0.03% | -289,826 | 减仓 |
| Centennial Advisors, LLC | 52,168 | $110.08万 | 1.40% | -1,965 | 减仓 |
| Csenge Advisory Group | 43,480 | $91.74万 | 0.04% | -597 | 减仓 |
| GOLDMAN SACHS GROUP INC | 41,000 | $86.51万 | 0.00% | 27,199 | 加仓 |
| Belpointe Asset Management LLC | 38,388 | $81.00万 | 0.03% | -28,371 | 减仓 |
| Lloyd Advisory Services, LLC. | 38,261 | $80.73万 | 0.23% | -653,155 | 减仓 |
| Kingdom Financial Group LLC. | 38,261 | $80.73万 | 0.23% | -2,387 | 减仓 |
| SMART Wealth LLC | 33,993 | $71.73万 | 0.21% | 410 | 加仓 |
| EVOKE WEALTH, LLC | 33,045 | $69.73万 | 0.01% | 33,045 | 新建仓 |
| HRT FINANCIAL LP | 32,601 | $68.70万 | 0.00% | 32,601 | 新建仓 |
| Straight Path Wealth Management | 32,447 | $68.46万 | 0.18% | 1,000 | 加仓 |
| Golden Reserve Retirement LLC | 30,381 | $64.10万 | 0.13% | 17,508 | 加仓 |
| Pekin Hardy Strauss, Inc. | 29,902 | $63.09万 | 0.07% | 1,773 | 加仓 |
| Equitable Holdings, Inc. | 26,035 | $57.02万 | 0.00% | 27 | 加仓 |
| 4WEALTH ADVISORS, INC. | 22,471 | $47.30万 | 0.40% | -7,086 | 减仓 |
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 🔒