13F 机构持仓

UFOX ETF SER SOLUTIONS

DEFIANCE CONNECT

持有机构数1972026Q2
26Q126Q2
机构合计持股(股)2,202,7782026Q2
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
2026Q21972,202,778$2.08亿 39495212$707.03万
2026Q11632,135,344$1.46亿 18583813$542.21万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Cambridge Investment Research Advisors, Inc.加仓$436.62万
ROYAL BANK OF CANADA加仓$120.40万
RAYMOND JAMES FINANCIAL INC加仓$81.78万
HighTower Advisors, LLC加仓$78.43万
EHRLICH FINANCIAL GROUP新建仓$72.97万
Independent Advisor Alliance新建仓$57.26万
LPL Financial LLC加仓$53.88万
KINTRA WEALTH, LLC新建仓$48.76万
HBK Sorce Advisory LLC新建仓$45.08万
Cetera Investment Advisers加仓$43.38万
ENVESTNET ASSET MANAGEMENT INC新建仓$43.03万
Orion Porfolio Solutions, LLC新建仓$41.69万
Foundations Investment Advisors, LLC新建仓$39.45万
Kestra Advisory Services, LLC加仓$34.22万
Equitable Holdings, Inc.加仓$32.97万
Moran Wealth Management, LLC加仓$32.43万
EverSource Wealth Advisors, LLC新建仓$28.00万
CITIGROUP INC加仓$27.26万
TRUIST FINANCIAL CORP新建仓$24.43万
Kovack Advisors, Inc.加仓$22.75万

2026Q1 卖出最多

PNC Financial Services Group, Inc.减仓-$468.23万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$119.63万
Vontobel Holding Ltd.减仓-$67.90万
StoneX Group Inc.清仓-$37.10万
Milestones Private Investment Advisors LLC清仓-$36.82万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$36.49万
BANK OF AMERICA CORP /DE/减仓-$36.28万
GAMMA Investing LLC减仓-$30.44万
OSAIC HOLDINGS, INC.减仓-$26.74万
KESTRA PRIVATE WEALTH SERVICES, LLC清仓-$24.65万
OneDigital Investment Advisors LLC减仓-$17.12万
UBS Group AG减仓-$12.89万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$12.47万
Estate Planners Group, LLC清仓-$11.25万
Mariner, LLC减仓-$8.07万
IHT Wealth Management, LLC减仓-$7.06万
CROSSPOINT FINANCIAL, LLC减仓-$6.82万
Reflection Asset Management清仓-$5.80万
OAK FAMILY ADVISORS, LLC减仓-$5.53万
Advisory Services Network, LLC重新持有-$5.37万

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
LPL Financial LLC284,470$1,939.38万0.01%7,903加仓
Cetera Investment Advisers142,744$973.16万0.01%6,363加仓
Kestra Advisory Services, LLC112,544$767.27万0.03%5,020加仓
RAYMOND JAMES FINANCIAL INC103,041$702.49万0.00%11,996加仓
KWMG, LLC100,782$687.09万0.57%470加仓
UBS Group AG88,237$601.56万0.00%-1,891减仓
Cambridge Investment Research Advisors, Inc.77,811$530.50万0.01%64,041加仓
COMMONWEALTH EQUITY SERVICES, LLC72,203$492.24万0.01%-17,547减仓
HighTower Advisors, LLC56,359$384.25万0.00%11,504加仓
Rockefeller Capital Management L.P.48,764$332.45万0.01%-18减仓
NORTHSTAR ASSET MANAGEMENT Co39,425$268.78万0.60%-100减仓
ROYAL BANK OF CANADA38,937$265.50万0.00%17,658加仓
Advantage Trust Co37,256$253.99万1.14%1,696加仓
Financial Freedom, LLC37,015$252.35万1.26%227加仓
CITIGROUP INC33,966$231.57万0.00%3,999加仓
Baird Financial Group, Inc.32,518$221.69万0.00%-606减仓
OneDigital Investment Advisors LLC32,396$220.86万0.02%-2,511减仓
OSAIC HOLDINGS, INC.28,469$194.14万0.00%-3,922减仓
Moran Wealth Management, LLC28,219$192.38万0.06%4,757加仓
Aptus Capital Advisors, LLC26,377$179.83万0.01%0不变
GUARDIAN WEALTH ADVISORS, LLC / NC26,271$179.10万0.11%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,943$163.23万0.00%-5,352重新持有
CROSSPOINT FINANCIAL, LLC20,895$142.45万3.58%-1,001减仓
WEDBUSH SECURITIES INC18,216$124.20万0.04%1,850加仓
BANK OF AMERICA CORP /DE/17,741$120.95万0.00%-5,322减仓
Janney Montgomery Scott LLC17,709$120.70万0.00%300加仓
HARBOUR INVESTMENTS, INC.17,155$116.96万0.02%-253减仓
Creative Planning16,022$109.23万0.00%227加仓
FISCHER INVESTMENT STRATEGIES, LLC15,867$108.17万0.63%-355减仓
Waverly Advisors, LLC14,533$99.08万0.01%727加仓
STIFEL FINANCIAL CORP13,463$91.79万0.00%1加仓
MORGAN STANLEY13,394$91.31万0.00%2,593加仓
U.S. Capital Wealth Advisors, LLC12,705$86.62万0.02%619加仓
OPPENHEIMER & CO INC12,500$85.22万0.01%0不变
OAK FAMILY ADVISORS, LLC11,896$81.10万0.23%-811减仓
Strategic Family Wealth Counselors, L.L.C.11,570$78.88万0.21%144加仓
Equitable Holdings, Inc.12,198$77.87万0.00%5,165加仓
EHRLICH FINANCIAL GROUP10,704$72.97万0.42%10,704新建仓
SEARLE & CO.10,534$71.82万0.18%0不变
HT Partners LLC10,345$70.53万0.21%0不变
Intrua Financial, LLC9,710$66.20万0.07%0不变
Frisch Financial Group, Inc.9,425$64.25万0.13%5加仓
Apollon Wealth Management, LLC9,315$63.51万0.01%0不变
Joel Isaacson & Co., LLC8,990$61.29万0.02%7加仓
Mariner, LLC8,737$59.57万0.00%-1,184减仓
Larson Financial Group LLC8,645$58.94万0.02%285加仓
Independent Advisor Alliance8,398$57.26万0.01%8,398新建仓
Private Advisor Group, LLC8,354$56.96万0.00%206加仓
Federation des caisses Desjardins du Quebec8,149$55.56万0.00%0不变
SCOTIA CAPITAL INC.7,714$52.59万0.00%353加仓

内部人交易(Form 4)

UFOX 董事、高管和大股东的最新买卖申报。专业版可看 🔒