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 🔒

2026Q2 买入最多

Signal Advisors Wealth, LLC加仓$586.62万
Aptus Capital Advisors, LLC加仓$396.92万
Tailwinds Wealth, LLC重新持有$284.53万
Capital Investment Advisory Services, LLC加仓$206.40万
ENVESTNET ASSET MANAGEMENT INC加仓$191.96万
Park Place Capital Corp加仓$93.52万
MARIPAU WEALTH MANAGEMENT LLC加仓$58.53万
Waterloo Capital, L.P.加仓$47.78万
SILVER OAK SECURITIES, INCORPORATED加仓$37.46万
6th Street Advisors, LLC加仓$27.74万
Second Half Financial Partners, LLC新建仓$20.66万
Cushing Capital Partners, LLC加仓$19.98万
Lord & Richards Wealth Management, LLC加仓$16.29万
Financial Guidance Group, Inc.加仓$12.06万
RENASANT BANK加仓$10.58万
MBE Wealth Management, LLC加仓$8.37万
Strong Retirement Solutions LLC加仓$4.10万
Independent Advisor Alliance加仓$3.57万
Atria Investments, Inc加仓$3.08万
Advisory Services Network, LLC加仓$2.94万

2026Q2 卖出最多

Uniting Wealth Partners, LLC清仓-$677.63万
Farther Finance Advisors, LLC减仓-$2.82万
Second Line Capital, LLC减仓-$1.93万

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
Aptus Capital Advisors, LLC2,055,698$5,797.07万0.40%140,753加仓
ENVESTNET ASSET MANAGEMENT INC658,604$1,857.26万0.00%68,072加仓
Signal Advisors Wealth, LLC652,110$1,838.95万0.93%208,021加仓
Park Place Capital Corp607,120$1,712.08万2.72%33,162加仓
Waterloo Capital, L.P.421,963$1,189.94万0.67%16,945加仓
6th Street Advisors, LLC189,679$534.89万3.07%9,836加仓
Financial Guidance Group, Inc.164,760$464.62万1.74%4,277加仓
MARIPAU WEALTH MANAGEMENT LLC150,341$424.89万1.52%20,710加仓
Tailwinds Wealth, LLC148,361$418.38万2.47%100,897重新持有
Lord & Richards Wealth Management, LLC114,363$322.50万2.52%5,776加仓
SILVER OAK SECURITIES, INCORPORATED101,647$286.64万0.17%13,284加仓
MBE Wealth Management, LLC94,631$266.86万0.94%2,967加仓
Second Line Capital, LLC92,867$261.88万0.49%-684减仓
Cushing Capital Partners, LLC84,336$237.83万1.64%7,085加仓
RENASANT BANK81,333$229.36万1.47%3,752加仓
Capital Investment Advisory Services, LLC78,003$219.97万0.14%73,191加仓
Regal Investment Advisors LLC50,690$142.95万0.07%698加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC29,838$84.14万0.36%802加仓
Atria Investments, Inc27,021$76.20万0.01%1,092加仓
JANE STREET GROUP, LLC15,246$42.99万0.00%189加仓
Strong Retirement Solutions LLC10,853$30.61万0.18%1,455加仓
Advisory Services Network, LLC9,952$28.06万0.00%1,041加仓
Independent Advisor Alliance9,468$26.70万0.01%1,266加仓
Second Half Financial Partners, LLC7,327$20.66万0.08%7,327新建仓
HARBOUR INVESTMENTS, INC.1,244$3.51万0.00%0不变
Princeton Global Asset Management LLC1,130$3.19万0.00%0不变
Integrated Wealth Concepts LLC500$1.41万0.00%500新建仓
Farther Finance Advisors, LLC315$8,8830.00%-1,000减仓
WELLS FARGO & COMPANY/MN38$1,0720.00%38新建仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$1970.00%0不变

内部人交易(Form 4)

UPSD 董事、高管和大股东的最新买卖申报。专业版可看 🔒