13F 机构持仓

UPSD ETF SER SOLUTIONS

APTUS LRG CAP UP

持有机构数302026Q2
26Q126Q2
机构合计持股(股)5,859,4452026Q2
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
2026Q2305,859,445$1.65亿 32121$1,356.99万
2026Q1275,355,640$1.37亿 61345$306.95万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Signal Advisors Wealth, LLC加仓$248.50万
ENVESTNET ASSET MANAGEMENT INC重新持有$164.14万
Park Place Capital Corp加仓$116.30万
Second Line Capital, LLC加仓$54.96万
Financial Guidance Group, Inc.加仓$52.78万
Uniting Wealth Partners, LLC加仓$38.98万
MARIPAU WEALTH MANAGEMENT LLC加仓$26.14万
Strong Retirement Solutions LLC新建仓$23.96万
MBE Wealth Management, LLC加仓$21.54万
Independent Advisor Alliance新建仓$20.92万
Atria Investments, Inc加仓$20.62万
Capital Investment Advisory Services, LLC新建仓$12.27万
Lord & Richards Wealth Management, LLC加仓$11.84万
SILVER OAK SECURITIES, INCORPORATED加仓$8.95万
Regal Investment Advisors LLC加仓$4.23万
Farther Finance Advisors, LLC新建仓$3.37万
HARBOUR INVESTMENTS, INC.新建仓$3.17万
ONE PLUS ONE WEALTH MANAGEMENT, LLC加仓$3.01万
Princeton Global Asset Management LLC新建仓$2.88万
RENASANT BANK加仓$1.07万

2026Q1 卖出最多

Aptus Capital Advisors, LLC减仓-$199.14万
Savvy Advisors, Inc.清仓-$144.10万
JANE STREET GROUP, LLC重新持有-$58.94万
OLD MISSION CAPITAL LLC清仓-$46.10万
True Vision MN LLC清仓-$44.64万
Cushing Capital Partners, LLC减仓-$29.88万
Waterloo Capital, L.P.减仓-$6.85万
Advisory Services Network, LLC减仓-$1.56万
OPTIMA CAPITAL LLC清仓-$1.05万
UBS Group AG清仓-$4,338

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
Aptus Capital Advisors, LLC1,914,945$4,883.11万0.38%-78,095减仓
ENVESTNET ASSET MANAGEMENT INC590,532$1,505.86万0.00%64,368重新持有
Park Place Capital Corp573,958$1,463.59万2.93%45,608加仓
Signal Advisors Wealth, LLC444,089$1,132.43万0.78%97,450加仓
Waterloo Capital, L.P.405,018$1,032.80万0.73%-2,688减仓
Uniting Wealth Partners, LLC265,111$677.63万1.44%15,252加仓
6th Street Advisors, LLC179,843$458.60万2.89%——
Financial Guidance Group, Inc.160,483$409.23万1.64%20,698加仓
MARIPAU WEALTH MANAGEMENT LLC129,631$330.56万1.45%10,252加仓
Lord & Richards Wealth Management, LLC108,587$276.90万2.43%4,645加仓
Second Line Capital, LLC93,551$253.43万0.48%20,289加仓
MBE Wealth Management, LLC91,664$233.74万0.97%8,449加仓
SILVER OAK SECURITIES, INCORPORATED88,363$225.33万0.16%3,510加仓
RENASANT BANK77,581$197.83万1.40%419加仓
Cushing Capital Partners, LLC77,251$196.99万1.51%-11,717减仓
Regal Investment Advisors LLC49,992$127.48万0.07%1,659加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC29,036$74.04万0.31%1,182加仓
Atria Investments, Inc25,929$66.12万0.01%8,086加仓
JANE STREET GROUP, LLC15,057$38.40万0.00%-23,115重新持有
Strong Retirement Solutions LLC9,398$23.96万0.17%9,398新建仓
Advisory Services Network, LLC8,911$22.72万0.00%-613减仓
Independent Advisor Alliance8,202$20.92万0.00%8,202新建仓
Capital Investment Advisory Services, LLC4,812$12.27万0.01%4,812新建仓
Farther Finance Advisors, LLC1,315$3.37万0.00%1,315新建仓
HARBOUR INVESTMENTS, INC.1,244$3.17万0.00%1,244新建仓
Princeton Global Asset Management LLC1,130$2.88万0.00%1,130新建仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$1790.00%0不变

内部人交易(Form 4)

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