13F 机构持仓

UMAR INNOVATOR ETFS TRUST

US EQT ULTRA BF

持有机构数862026Q2
26Q126Q2
机构合计持股(股)3,733,1462026Q2
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
2026Q2863,733,146$1.58亿 820264$5,941.93万
2026Q1822,327,139$9,249.17万 1333213$1,762.98万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Brookstone Capital Management加仓$5,489.87万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$114.36万
Archer Investment Corp加仓$96.90万
OLD MISSION CAPITAL LLC加仓$90.90万
SteelPeak Wealth, LLC新建仓$84.06万
HighTower Advisors, LLC新建仓$82.46万
Arax Advisory Partners加仓$69.70万
Cambridge Investment Research Advisors, Inc.加仓$65.99万
Arkadios Wealth Advisors新建仓$60.69万
MML INVESTORS SERVICES, LLC加仓$46.45万
MORGAN STANLEY加仓$44.03万
OSAIC HOLDINGS, INC.加仓$40.22万
Madison Wealth Partners, Inc新建仓$36.32万
Sonoma Allocations LLC新建仓$33.90万
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors加仓$26.66万
Chris Bulman Inc新建仓$24.00万
Concurrent Investment Advisors, LLC新建仓$20.56万
Arete Wealth Advisors, LLC加仓$15.43万
TOUNJIAN ADVISORY PARTNERS, LLC新建仓$14.39万
KFG WEALTH MANAGEMENT, LLC加仓$13.62万

2026Q2 卖出最多

MGO ONE SEVEN LLC减仓-$147.90万
Kestra Advisory Services, LLC减仓-$83.24万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$68.15万
RAYMOND JAMES FINANCIAL INC减仓-$66.54万
CENTRAL VALLEY ADVISORS, LLC减仓-$25.14万
Farther Finance Advisors, LLC减仓-$21.12万
Spire Wealth Management减仓-$18.32万
JPMORGAN CHASE & CO清仓-$17.57万
Cetera Investment Advisers减仓-$17.46万
ENVESTNET ASSET MANAGEMENT INC减仓-$15.69万
Blue Sky Capital Consultants Group, Inc.减仓-$15.00万
Lantz Financial LLC减仓-$12.13万
WealthPlan Investment Management, LLC减仓-$11.43万
WealthPLAN Partners, LLC减仓-$9.10万
Kellett Wealth Advisors, LLC减仓-$8.61万
MAI Capital Management清仓-$7.59万
RIVERCHASE WEALTH MANAGEMENT, LLC减仓-$5.36万
Ausdal Financial Partners, Inc.减仓-$5.32万
TopTier Wealth Management, LLC清仓-$4.71万
Sound Portfolio Advisors, LLC减仓-$3.24万

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
Brookstone Capital Management1,323,889$5,592.81万0.56%1,299,523加仓
Lantz Financial LLC202,575$855.78万1.57%-2,872减仓
KFG WEALTH MANAGEMENT, LLC195,559$826.14万0.93%3,224加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors151,740$641.03万0.32%6,311加仓
Caliber Wealth Management, LLC / KS138,550$585.31万0.57%0不变
MGO ONE SEVEN LLC137,136$579.34万0.10%-35,009减仓
Kestra Advisory Services, LLC110,345$466.16万0.02%-19,704减仓
OSAIC HOLDINGS, INC.99,845$421.84万0.00%9,519加仓
RAYMOND JAMES FINANCIAL INC93,325$394.25万0.00%-15,750减仓
COMMONWEALTH EQUITY SERVICES, LLC78,154$330.16万0.00%-16,132减仓
CENTRAL VALLEY ADVISORS, LLC71,144$300.55万0.77%-5,951减仓
Cetera Investment Advisers58,491$247.10万0.00%-4,132减仓
Berger Financial Group, Inc57,494$242.89万0.12%-413减仓
Archer Investment Corp47,494$200.64万0.19%22,937加仓
Kellett Wealth Advisors, LLC45,856$193.72万0.90%-2,037减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP43,397$183.33万0.00%27,070加仓
WealthPlan Investment Management, LLC36,872$155.77万0.08%-2,706减仓
OLD MISSION CAPITAL LLC34,969$147.73万0.02%21,517加仓
ENVESTNET ASSET MANAGEMENT INC34,451$145.54万0.00%-3,714减仓
Cambridge Investment Research Advisors, Inc.34,380$145.20万0.00%15,625加仓
Arax Advisory Partners33,000$139.41万0.01%16,500加仓
Spire Wealth Management30,959$130.80万0.04%-4,337减仓
MBL Wealth, LLC30,365$128.28万0.09%-500减仓
TRUIST FINANCIAL CORP28,831$121.80万0.00%200加仓
MML INVESTORS SERVICES, LLC26,047$110.04万0.00%10,995加仓
IMG Wealth Management, Inc.24,477$103.40万0.58%3,167加仓
Impact Partnership Wealth, LLC24,329$102.78万0.10%1,858加仓
Foundations Investment Advisors, LLC23,833$100.68万0.01%1,565加仓
FIDUCIARY FINANCIAL GROUP, LLC22,775$96.21万0.11%0不变
Arete Wealth Advisors, LLC22,686$95.76万0.06%3,655加仓
Kovack Advisors, Inc.21,151$89.36万0.04%-144减仓
SteelPeak Wealth, LLC19,899$84.06万0.02%19,899新建仓
HighTower Advisors, LLC19,520$82.46万0.00%19,520新建仓
Wood Tarver Financial Group, LLC19,097$80.60万0.19%0不变
Advisory Services Network, LLC17,700$74.77万0.01%0不变
WEDBUSH SECURITIES INC16,525$69.80万0.02%0不变
Ausdal Financial Partners, Inc.15,827$66.86万0.03%-1,260减仓
Ballast Rock Private Wealth LLC14,499$61.25万0.28%0不变
RIVERCHASE WEALTH MANAGEMENT, LLC14,416$60.90万0.28%-1,268减仓
Arkadios Wealth Advisors14,365$60.69万0.01%14,365新建仓
WealthPLAN Partners, LLC13,746$58.07万0.11%-2,155减仓
SAGESPRING WEALTH PARTNERS, LLC13,489$56.99万0.01%0不变
Trek Financial, LLC12,757$53.89万0.03%1,444加仓
LPL Financial LLC11,751$49.64万0.00%161加仓
MORGAN STANLEY11,721$49.52万0.00%10,423加仓
Focus Partners Wealth11,528$48.70万0.00%-50减仓
CRA Financial Services, LLC11,255$47.55万0.05%0不变
BCS Wealth Management10,718$45.28万0.08%0不变
Sound Portfolio Advisors, LLC10,398$43.93万0.31%-766减仓
SILVER OAK SECURITIES, INCORPORATED9,952$42.04万0.03%2,871加仓

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