13F 机构持仓

UDEC INNOVATOR ETFS TRUST

US EQTY ULTRA B

持有机构数1252026Q2
26Q126Q2
机构合计持股(股)4,447,2572026Q2
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
2026Q21254,447,257$1.85亿 1018504-$6,213.98万
2026Q11136,830,330$2.66亿 5214711-$102.60万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

TOUNJIAN ADVISORY PARTNERS, LLC新建仓$752.08万
Cambridge Investment Research Advisors, Inc.加仓$270.15万
SteelPeak Wealth, LLC新建仓$84.22万
LEGACY CAPITAL WEALTH MANAGEMENT, LLC加仓$68.19万
CITADEL ADVISORS LLC加仓$51.29万
HRT FINANCIAL LP新建仓$50.50万
BANK OF AMERICA CORP /DE/新建仓$34.88万
LPL Financial LLC加仓$33.54万
ZACKS INVESTMENT MANAGEMENT新建仓$27.62万
Madison Wealth Partners, Inc新建仓$27.62万
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors加仓$26.91万
Betterment LLC新建仓$20.50万
Cerity Partners LLC加仓$19.08万
OLD MISSION CAPITAL LLC加仓$17.77万
OSAIC HOLDINGS, INC.加仓$15.78万
WELLS FARGO & COMPANY/MN新建仓$13.68万
Ameritas Advisory Services, LLC加仓$11.80万
JPMORGAN CHASE & CO重新持有$10.78万
IMG Wealth Management, Inc.加仓$9.47万
AE Wealth Management LLC加仓$7.52万

2026Q2 卖出最多

Brookstone Capital Management减仓-$6,553.42万
ENVESTNET ASSET MANAGEMENT INC减仓-$225.87万
Kestra Advisory Services, LLC减仓-$132.52万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$94.44万
Foundations Investment Advisors, LLC减仓-$80.09万
Arete Wealth Advisors, LLC减仓-$65.96万
Sovran Advisors, LLC减仓-$55.67万
Arkadios Wealth Advisors清仓-$52.59万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$51.59万
Trek Financial, LLC减仓-$50.76万
MONEY CONCEPTS CAPITAL CORP减仓-$40.01万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$27.30万
Richard P Slaughter Associates Inc清仓-$27.05万
AssuredPartners Investment Advisors, LLC减仓-$25.69万
Chris Bulman Inc清仓-$24.59万
SageView Advisory Group, LLC减仓-$21.49万
Berger Financial Group, Inc减仓-$20.97万
WealthPLAN Partners, LLC减仓-$20.84万
RAYMOND JAMES FINANCIAL INC减仓-$18.44万
Creative Planning减仓-$18.35万

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
COMMONWEALTH EQUITY SERVICES, LLC328,134$1,367.67万0.02%-22,659减仓
Brookstone Capital Management314,144$1,309.36万0.13%-1,572,313减仓
LEGACY CAPITAL WEALTH MANAGEMENT, LLC241,913$1,008.30万4.63%16,360加仓
RAYMOND JAMES FINANCIAL INC212,240$884.62万0.00%-4,424减仓
OSAIC HOLDINGS, INC.207,415$864.50万0.01%3,785加仓
TOUNJIAN ADVISORY PARTNERS, LLC180,440$752.08万3.22%180,440新建仓
ENVESTNET ASSET MANAGEMENT INC162,403$676.90万0.00%-54,192减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors155,556$648.36万0.32%6,457加仓
Cambridge Investment Research Advisors, Inc.146,968$612.60万0.01%64,812加仓
Foundations Investment Advisors, LLC137,623$573.61万0.06%-19,216减仓
Sovran Advisors, LLC126,112$527.15万0.39%-13,318减仓
Kestra Advisory Services, LLC101,861$424.56万0.01%-31,794减仓
KFG WEALTH MANAGEMENT, LLC99,124$413.15万0.47%-2,053减仓
CENTRAL VALLEY ADVISORS, LLC88,897$370.52万0.95%-2,451减仓
Berger Financial Group, Inc83,354$347.42万0.18%-5,031减仓
Trek Financial, LLC78,712$328.07万0.16%-12,178减仓
MILESTONE ASSET MANAGEMENT, LLC72,820$303.51万0.48%-2,879减仓
MBL Wealth, LLC71,935$299.83万0.20%337加仓
Spire Wealth Management64,538$269.00万0.08%-1,612减仓
Cetera Investment Advisers62,745$261.52万0.00%-2,596减仓
TRUIST FINANCIAL CORP57,463$239.51万0.00%-900减仓
LPL Financial LLC54,164$225.76万0.00%8,048加仓
IMG Wealth Management, Inc.53,547$223.18万1.24%2,272加仓
WealthPlan Investment Management, LLC49,201$205.07万0.10%-2,860减仓
HighTower Advisors, LLC49,022$204.32万0.00%1,500加仓
Strategic Blueprint, LLC44,260$184.48万0.09%-339减仓
Virtue Capital Management, LLC42,628$177.67万0.24%-659减仓
Advisory Services Network, LLC41,908$174.67万0.02%0不变
AssuredPartners Investment Advisors, LLC38,904$162.15万0.16%-6,163减仓
Castle Rock Wealth Management, LLC37,195$155.10万0.30%-125减仓
MML INVESTORS SERVICES, LLC37,106$154.66万0.00%-540减仓
CAPTRUST FINANCIAL ADVISORS33,630$140.17万0.00%0不变
CITADEL ADVISORS LLC32,310$134.67万0.00%12,305加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP32,137$133.95万0.00%-12,377减仓
Ameritas Advisory Services, LLC29,567$123.24万0.02%2,831加仓
Gladstone Institutional Advisory LLC28,230$117.66万0.04%-400减仓
MONEY CONCEPTS CAPITAL CORP26,661$111.12万0.05%-9,599减仓
Sonoma Allocations LLC25,569$106.76万0.33%-247减仓
Octavia Wealth Advisors, LLC25,364$105.72万0.09%-825减仓
Arete Wealth Advisors, LLC24,661$102.79万0.07%-15,825减仓
FIDUCIARY FINANCIAL GROUP, LLC22,702$94.62万0.11%-2,920减仓
OLD MISSION CAPITAL LLC21,834$91.00万0.01%4,263加仓
SteelPeak Wealth, LLC20,206$84.22万0.02%20,206新建仓
AE Wealth Management LLC19,228$80.14万0.00%1,805加仓
Lakeridge Wealth Management LLC18,531$77.24万0.28%0不变
Lantz Financial LLC18,165$75.71万0.14%-673减仓
WealthShield Partners, LLC17,695$73.75万0.11%-401减仓
TrustBank16,900$70.44万0.24%-140减仓
Old Port Advisors16,875$70.34万0.14%0不变
WealthPLAN Partners, LLC16,042$66.86万0.13%-5,000减仓

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