13F 机构持仓

UFEB INNOVATOR ETFS TRUST

US EQT ULTRA BFR

持有机构数1042026Q2
26Q126Q2
机构合计持股（股）5,073,6832026Q2
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
2026Q21045,073,683$1.96亿 1113396-$554.36万
2026Q1976,190,046$2.25亿 1631284$7,158.63万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Brookstone Capital Management加仓$6,054.11万
Strategic Blueprint, LLC加仓$302.19万
COMMONWEALTH EQUITY SERVICES, LLC加仓$200.21万
NewCorp Financial Services, Inc.新建仓$170.56万
Spire Wealth Management加仓$167.52万
ENVESTNET ASSET MANAGEMENT INC加仓$153.25万
Northstar Group, Inc.新建仓$131.99万
Kestra Advisory Services, LLC加仓$111.48万
Lantz Financial LLC新建仓$96.59万
Creative Planning新建仓$89.50万
Trek Financial, LLC加仓$67.69万
IHT Wealth Management, LLC加仓$64.37万
Arkadios Wealth Advisors新建仓$52.53万
Ausdal Financial Partners, Inc.加仓$49.01万
AssuredPartners Investment Advisors, LLC新建仓$42.26万
AXXCESS WEALTH MANAGEMENT, LLC新建仓$38.10万
KFG WEALTH MANAGEMENT, LLC加仓$34.93万
CENTRAL VALLEY ADVISORS, LLC加仓$34.64万
Truvestments Capital LLC新建仓$32.30万
Chris Bulman Inc新建仓$32.11万

2026Q1 卖出最多

IFP Advisors, Inc减仓-$364.95万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$84.34万
GTS SECURITIES LLC清仓-$81.18万
Integrity Advisory Solutions, LLC减仓-$75.51万
OSAIC HOLDINGS, INC.减仓-$66.95万
Archer Investment Corp减仓-$66.23万
HighTower Advisors, LLC减仓-$63.98万
EVOLUTION WEALTH MANAGEMENT INC.减仓-$57.00万
Mutual Advisors, LLC减仓-$35.21万
Berger Financial Group, Inc减仓-$28.92万
Pinnacle Wealth Planning Services, Inc.减仓-$21.64万
SMI Advisory Services, LLC清仓-$21.55万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$17.09万
CROSSPOINT FINANCIAL, LLC减仓-$12.78万
Cambridge Investment Research Advisors, Inc.减仓-$11.19万
Aptus Capital Advisors, LLC减仓-$9.07万
GUARDIAN WEALTH ADVISORS, LLC / NC减仓-$9.07万
Cetera Investment Advisers减仓-$6.71万
Physician Wealth Advisors, Inc.减仓-$4.17万
FOUNDERS FINANCIAL SECURITIES LLC减仓-$3.68万

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
Brookstone Capital Management1,708,127$6,200.50万0.71%1,667,800加仓
Talon Private Wealth, LLC985,140$3,576.06万4.75%——
HighTower Advisors, LLC655,927$2,381.01万0.03%-17,624减仓
KFG WEALTH MANAGEMENT, LLC378,791$1,375.01万1.78%9,623加仓
COMMONWEALTH EQUITY SERVICES, LLC166,122$603.02万0.01%55,154加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors157,913$573.22万0.33%6,432加仓
Strategic Blueprint, LLC134,217$487.21万0.28%83,248加仓
TRUIST FINANCIAL CORP130,626$474.17万0.01%4,311加仓
ENVESTNET ASSET MANAGEMENT INC125,036$453.88万0.00%42,219加仓
World Investment Advisors108,822$395.02万0.06%0不变
MML INVESTORS SERVICES, LLC106,369$386.12万0.01%5,196加仓
OSAIC HOLDINGS, INC.106,197$385.49万0.01%-18,445减仓
Cambridge Investment Research Advisors, Inc.95,551$346.90万0.01%-3,083减仓
Spire Wealth Management80,088$290.72万0.10%46,150加仓
CENTRAL VALLEY ADVISORS, LLC66,922$242.93万0.66%9,543加仓
Kestra Advisory Services, LLC64,946$235.75万0.01%30,711加仓
Stratos Wealth Advisors, LLC62,922$228.41万0.14%-459减仓
Trek Financial, LLC54,016$196.08万0.10%18,647加仓
IHT Wealth Management, LLC49,317$179.02万0.04%17,734加仓
Cetera Investment Advisers49,152$178.42万0.00%-1,849减仓
Berger Financial Group, Inc47,570$172.68万0.10%-7,967减仓
NewCorp Financial Services, Inc.46,987$170.56万1.48%46,987新建仓
LPL Financial LLC38,194$138.64万0.00%-412减仓
Northstar Group, Inc.36,360$131.99万0.19%36,360新建仓
FIDUCIARY FINANCIAL GROUP, LLC29,243$106.15万0.14%3,218加仓
FOUNDERS FINANCIAL SECURITIES LLC26,646$98.64万0.06%-995减仓
Mutual Advisors, LLC26,875$97.56万0.02%-9,700减仓
Lantz Financial LLC26,609$96.59万0.20%26,609新建仓
CROSSPOINT FINANCIAL, LLC26,069$94.63万2.38%-3,522减仓
Integrity Advisory Solutions, LLC25,359$92.05万0.12%-20,803减仓
Comprehensive Financial Consultants Institutional, Inc.25,210$91.51万0.27%1,704加仓
Focus Partners Wealth25,056$90.95万0.00%-13减仓
Creative Planning24,657$89.50万0.00%24,657新建仓
Ausdal Financial Partners, Inc.23,929$86.86万0.04%13,500加仓
SageView Advisory Group, LLC21,363$77.55万0.03%0不变
AdvisorNet Financial, Inc20,570$74.67万0.04%0不变
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20,250$73.81万0.00%-4,690减仓
Cornerstone Wealth Group, LLC18,696$70.37万0.04%3,268加仓
Foundations Investment Advisors, LLC19,107$69.36万0.01%664加仓
Beacon Pointe Advisors, LLC18,548$67.33万0.00%8,498加仓
RAYMOND JAMES FINANCIAL INC18,261$66.29万0.00%5,806加仓
IMG Wealth Management, Inc.15,404$55.92万0.36%1,016加仓
NewEdge Advisors, LLC14,756$53.56万0.00%-200减仓
Arkadios Wealth Advisors14,472$52.53万0.01%14,472新建仓
Advisory Services Network, LLC14,258$51.76万0.01%8,220加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,919$50.53万0.00%-23,233减仓
AssuredPartners Investment Advisors, LLC11,574$42.26万0.05%11,574新建仓
Castle Rock Wealth Management, LLC11,547$42.09万0.09%-988减仓
Sonoma Allocations LLC11,010$40.14万0.14%191加仓
Riverpoint Wealth Management Holdings, LLC10,976$39.84万0.08%-566减仓

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