UMAR INNOVATOR ETFS TRUST
US EQT ULTRA BF
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 | 86 | 3,733,146 | $1.58亿 | 8 | 20 | 26 | 4 | $5,941.93万 |
| 2026Q1 | 82 | 2,327,139 | $9,249.17万 | 13 | 33 | 21 | 3 | $1,762.98万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Caliber Wealth Management, LLC / KS | 新建仓 | $550.60万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $275.63万 |
| KFG WEALTH MANAGEMENT, LLC | 加仓 | $252.51万 |
| Kestra Advisory Services, LLC | 加仓 | $210.13万 |
| Kellett Wealth Advisors, LLC | 新建仓 | $190.33万 |
| Berger Financial Group, Inc | 加仓 | $107.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $72.19万 |
| Arax Advisory Partners | 加仓 | $63.94万 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 新建仓 | $62.33万 |
| Lantz Financial LLC | 加仓 | $45.75万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $44.50万 |
| Advisory Services Network, LLC | 加仓 | $38.19万 |
| OSAIC HOLDINGS, INC. | 加仓 | $34.74万 |
| CENTRAL VALLEY ADVISORS, LLC | 加仓 | $34.43万 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 加仓 | $31.88万 |
| Integrity Advisory Solutions, LLC | 新建仓 | $30.70万 |
| NewCorp Financial Services, Inc. | 新建仓 | $29.93万 |
| Allie Family Office LLC | 新建仓 | $29.63万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 新建仓 | $28.69万 |
| Three Seasons Wealth, LLC | 新建仓 | $20.73万 |
2026Q1 卖出最多
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$114.07万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$85.83万 |
| TRUIST FINANCIAL CORP | 减仓 | -$66.19万 |
| MGO ONE SEVEN LLC | 减仓 | -$56.19万 |
| BCS Wealth Management | 减仓 | -$42.59万 |
| WealthPLAN Partners, LLC | 减仓 | -$32.28万 |
| Spire Wealth Management | 减仓 | -$25.06万 |
| JPMORGAN CHASE & CO | 重新持有 | -$20.65万 |
| Hiley Hunt Wealth Management | 清仓 | -$20.24万 |
| WealthPlan Investment Management, LLC | 减仓 | -$17.49万 |
| Chicago Partners Investment Group LLC | 减仓 | -$13.29万 |
| Advance Capital Management, Inc. | 减仓 | -$12.10万 |
| Kovack Advisors, Inc. | 减仓 | -$7.94万 |
| ROYAL BANK OF CANADA | 清仓 | -$6.00万 |
| Sound Portfolio Advisors, LLC | 减仓 | -$4.59万 |
| FIDUCIARY FINANCIAL GROUP, LLC | 减仓 | -$3.70万 |
| Brookstone Capital Management | 减仓 | -$2.49万 |
| Impact Partnership Wealth, LLC | 减仓 | -$2.24万 |
| Trek Financial, LLC | 减仓 | -$1.59万 |
| Arete Wealth Advisors, LLC | 减仓 | -$1.39万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
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