UYLD ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
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 | 99 | 21,413,165 | $10.87亿 | 9 | 46 | 34 | 7 | $1.01亿 |
| 2026Q1 | 98 | 19,525,340 | $9.92亿 | 16 | 43 | 26 | 4 | -$9,508.14万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $7,050.23万 |
| Mason & Associates Inc | 加仓 | $1,123.08万 |
| LPL Financial LLC | 加仓 | $972.11万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $690.98万 |
| Greenwich Wealth Management LLC | 加仓 | $636.04万 |
| Wealthcare Advisory Partners LLC | 加仓 | $529.36万 |
| Vise Technologies, Inc. | 加仓 | $524.62万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $465.41万 |
| STIFEL FINANCIAL CORP | 加仓 | $361.38万 |
| ISLAY CAPITAL MANAGEMENT, LLC | 加仓 | $219.49万 |
| Concurrent Investment Advisors, LLC | 加仓 | $197.16万 |
| Janney Montgomery Scott LLC | 加仓 | $168.69万 |
| Sage Mountain Advisors LLC | 加仓 | $148.75万 |
| Castleview Partners, LLC | 加仓 | $137.38万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $134.28万 |
| Weaver Consulting Group | 加仓 | $104.96万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $101.84万 |
| Farther Finance Advisors, LLC | 重新持有 | $91.62万 |
| Arkadios Wealth Advisors | 加仓 | $89.79万 |
| FIRST NATIONAL BANK OF OMAHA | 加仓 | $77.78万 |
2026Q2 卖出最多
| Richard P Slaughter Associates Inc | 减仓 | -$1,351.41万 |
| UBS Group AG | 减仓 | -$390.12万 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 减仓 | -$334.76万 |
| Gradient Investments LLC | 减仓 | -$312.79万 |
| Precision Wealth Strategies, LLC | 减仓 | -$232.74万 |
| HighTower Advisors, LLC | 减仓 | -$229.57万 |
| IFC Advisors LLC | 减仓 | -$229.18万 |
| JANE STREET GROUP, LLC | 清仓 | -$208.62万 |
| Bulwark Capital Corp | 减仓 | -$169.89万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$117.10万 |
| IEQ CAPITAL, LLC | 减仓 | -$94.90万 |
| MIDLAND WEALTH ADVISORS, LLC | 减仓 | -$87.53万 |
| M Wealth Management, LLC | 减仓 | -$82.88万 |
| Focus Partners Wealth | 减仓 | -$72.43万 |
| Crescent Grove Advisors, LLC | 减仓 | -$53.45万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$47.86万 |
| Mattson Financial Services, LLC | 减仓 | -$44.65万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$39.85万 |
| Copley Financial Group, Inc. | 减仓 | -$38.93万 |
| Able Wealth Management LLC | 减仓 | -$35.23万 |
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,761,860 | $4.93亿 | 0.82% | 1,396,699 | 加仓 |
| Focus Partners Wealth | 1,066,769 | $5,441.06万 | 0.06% | -14,200 | 减仓 |
| Gradient Investments LLC | 1,016,347 | $5,183.88万 | 0.72% | -61,325 | 减仓 |
| UBS Group AG | 902,418 | $4,602.78万 | 0.01% | -76,487 | 减仓 |
| OSAIC HOLDINGS, INC. | 821,558 | $4,190.60万 | 0.05% | -9,383 | 减仓 |
| WELLS FARGO & COMPANY/MN | 488,724 | $2,492.74万 | 0.00% | 91,248 | 加仓 |
| Greenwich Wealth Management LLC | 441,937 | $2,254.10万 | 0.82% | 124,702 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 412,734 | $2,105.15万 | 0.01% | 135,473 | 加仓 |
| Richard P Slaughter Associates Inc | 408,015 | $2,081.08万 | 4.08% | -264,956 | 减仓 |
| LPL Financial LLC | 327,883 | $1,672.37万 | 0.00% | 190,592 | 加仓 |
| Janney Montgomery Scott LLC | 306,236 | $1,562.00万 | 0.03% | 33,072 | 加仓 |
| FIRST NATIONAL BANK OF OMAHA | 302,768 | $1,550.17万 | 0.44% | 15,192 | 加仓 |
| Heritage Trust Co | 302,409 | $1,542.44万 | 1.34% | 5,619 | 加仓 |
| STIFEL FINANCIAL CORP | 296,788 | $1,513.77万 | 0.01% | 70,851 | 加仓 |
| IFC Advisors LLC | 268,980 | $1,371.93万 | 1.74% | -44,933 | 减仓 |
| Mason & Associates Inc | 268,513 | $1,369.55万 | 2.21% | 220,191 | 加仓 |
| Crescent Grove Advisors, LLC | 233,432 | $1,195.29万 | 1.00% | -10,438 | 减仓 |
| MIDLAND WEALTH ADVISORS, LLC | 233,265 | $1,189.77万 | 0.56% | -17,162 | 减仓 |
| ISLAY CAPITAL MANAGEMENT, LLC | 218,490 | $1,114.41万 | 5.15% | 43,033 | 加仓 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 207,597 | $1,058.85万 | 0.99% | -65,632 | 减仓 |
| Vise Technologies, Inc. | 188,678 | $962.35万 | 0.11% | 102,857 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 186,586 | $951.68万 | 0.10% | 2,180 | 加仓 |
| Kestra Advisory Services, LLC | 183,223 | $934.53万 | 0.03% | 13,321 | 加仓 |
| Weaver Consulting Group | 176,852 | $902.03万 | 1.85% | 20,579 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 172,333 | $878.98万 | 0.16% | -4,445 | 减仓 |
| Sage Mountain Advisors LLC | 155,404 | $792.64万 | 0.49% | 29,164 | 加仓 |
| Able Wealth Management LLC | 152,189 | $776.25万 | 1.78% | -6,908 | 减仓 |
| Bulwark Capital Corp | 127,917 | $652.44万 | 3.67% | -33,308 | 减仓 |
| Precision Wealth Strategies, LLC | 119,480 | $609.41万 | 1.84% | -45,631 | 减仓 |
| Concurrent Investment Advisors, LLC | 117,766 | $600.67万 | 0.05% | 38,654 | 加仓 |
| Wealthcare Advisory Partners LLC | 108,896 | $555.42万 | 0.11% | 103,787 | 加仓 |
| NorthCrest Asset Manangement, LLC | 108,477 | $553.67万 | 0.14% | 7,441 | 加仓 |
| J. Team Financial, Inc. | 102,729 | $523.97万 | 5.09% | 7,128 | 加仓 |
| TCFG Investment Advisors, LLC | 102,687 | $523.75万 | 1.76% | -977 | 减仓 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 89,596 | $456.98万 | 0.21% | -5,928 | 减仓 |
| XY Planning Network, Inc. | 68,260 | $348.16万 | 0.44% | 4,634 | 加仓 |
| Arkadios Wealth Advisors | 65,707 | $335.14万 | 0.05% | 17,605 | 加仓 |
| Lewis Asset Management, LLC | 61,885 | $315.64万 | 1.11% | 1,316 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 58,540 | $298.60万 | 0.00% | 26,325 | 加仓 |
| Mechanics Bank Trust Department | 51,359 | $261.96万 | 0.32% | 4,591 | 加仓 |
| Castleview Partners, LLC | 45,487 | $232.01万 | 1.02% | 26,935 | 加仓 |
| Transamerica Financial Advisors, LLC | 45,370 | $231.43万 | 0.20% | -1,034 | 减仓 |
| Brown Financial Advisors | 43,230 | $220.49万 | 0.77% | -73 | 减仓 |
| BENJAMIN EDWARDS INC | 39,634 | $202.16万 | 0.02% | -2,255 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 35,757 | $182.38万 | 0.00% | 19,967 | 加仓 |
| TradeWell Securities, LLC. | 35,708 | $182.13万 | 0.65% | 3,166 | 加仓 |
| Camarda Financial Advisors, LLC | 30,657 | $156.37万 | 0.47% | 2,019 | 加仓 |
| M Wealth Management, LLC | 30,401 | $155.06万 | 1.22% | -16,250 | 减仓 |
| Balefire, LLC | 21,765 | $111.01万 | 0.18% | 7,113 | 加仓 |
| MML INVESTORS SERVICES, LLC | 20,320 | $103.64万 | 0.00% | 5,539 | 加仓 |
内部人交易（Form 4）
UYLD 董事、高管和大股东的最新买卖申报。专业版可看 🔒