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 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,049.73万 |
| UBS Group AG | 加仓 | $894.29万 |
| Kestra Advisory Services, LLC | 加仓 | $774.24万 |
| IFC Advisors LLC | 加仓 | $452.98万 |
| Able Wealth Management LLC | 加仓 | $311.13万 |
| HighTower Advisors, LLC | 新建仓 | $301.87万 |
| Mason & Associates Inc | 新建仓 | $247.53万 |
| MIDLAND WEALTH ADVISORS, LLC | 加仓 | $242.71万 |
| Weaver Consulting Group | 加仓 | $225.98万 |
| Precision Wealth Strategies, LLC | 加仓 | $218.35万 |
| Arkadios Wealth Advisors | 加仓 | $192.90万 |
| LPL Financial LLC | 加仓 | $159.08万 |
| FIRST NATIONAL BANK OF OMAHA | 加仓 | $151.50万 |
| OSAIC HOLDINGS, INC. | 加仓 | $136.37万 |
| ISLAY CAPITAL MANAGEMENT, LLC | 加仓 | $119.32万 |
| STIFEL FINANCIAL CORP | 加仓 | $102.43万 |
| Castleview Partners, LLC | 新建仓 | $94.68万 |
| Bulwark Capital Corp | 加仓 | $93.26万 |
| RMR Wealth Builders | 新建仓 | $91.19万 |
| XY Planning Network, Inc. | 加仓 | $84.89万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1.29亿 |
| Gradient Investments LLC | 减仓 | -$1,537.60万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$604.33万 |
| Crescent Grove Advisors, LLC | 减仓 | -$537.23万 |
| Greenwich Wealth Management LLC | 减仓 | -$238.84万 |
| Focus Partners Wealth | 减仓 | -$232.30万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$205.93万 |
| Brown Financial Advisors | 减仓 | -$172.55万 |
| NewEdge Advisors, LLC | 减仓 | -$41.82万 |
| Copley Financial Group, Inc. | 减仓 | -$29.72万 |
| Accurate Wealth Management, LLC | 清仓 | -$25.91万 |
| FLOW TRADERS U.S. LLC | 重新持有 | -$22.53万 |
| Paladin Wealth, LLC | 减仓 | -$20.32万 |
| Rockefeller Capital Management L.P. | 减仓 | -$16.88万 |
| Mattson Financial Services, LLC | 减仓 | -$16.67万 |
| TCFG WEALTH MANAGEMENT, LLC | 减仓 | -$12.50万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$12.27万 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 减仓 | -$7.70万 |
| M Wealth Management, LLC | 减仓 | -$7.65万 |
| Diversified Portfolios, Inc. | 减仓 | -$5.87万 |
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,365,161 | $4.22亿 | 0.85% | -2,547,445 | 减仓 |
| Focus Partners Wealth | 1,080,969 | $5,516.73万 | 0.06% | -45,518 | 减仓 |
| Gradient Investments LLC | 1,077,672 | $5,499.90万 | 0.85% | -301,283 | 减仓 |
| UBS Group AG | 978,905 | $4,995.84万 | 0.01% | 175,230 | 加仓 |
| OSAIC HOLDINGS, INC. | 830,941 | $4,240.72万 | 0.06% | 26,721 | 加仓 |
| Richard P Slaughter Associates Inc | 672,971 | $3,434.51万 | 7.42% | 5,127 | 加仓 |
| WELLS FARGO & COMPANY/MN | 397,476 | $2,028.52万 | 0.00% | -40,350 | 减仓 |
| Greenwich Wealth Management LLC | 317,235 | $1,619.00万 | 0.66% | -46,800 | 减仓 |
| IFC Advisors LLC | 313,913 | $1,602.05万 | 2.29% | 88,758 | 加仓 |
| Heritage Trust Co | 296,790 | $1,514.67万 | 1.52% | 12,357 | 加仓 |
| FIRST NATIONAL BANK OF OMAHA | 287,576 | $1,473.11万 | 0.45% | 29,576 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 277,261 | $1,415.00万 | 0.00% | 205,689 | 加仓 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 273,229 | $1,394.42万 | 1.47% | -89 | 减仓 |
| Janney Montgomery Scott LLC | 273,164 | $1,394.10万 | 0.03% | 3,539 | 加仓 |
| MIDLAND WEALTH ADVISORS, LLC | 250,427 | $1,278.05万 | 0.66% | 47,557 | 加仓 |
| Crescent Grove Advisors, LLC | 243,870 | $1,250.04万 | 1.20% | -104,808 | 减仓 |
| STIFEL FINANCIAL CORP | 225,937 | $1,153.07万 | 0.01% | 20,070 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 184,406 | $941.12万 | 0.12% | 9,834 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 176,778 | $902.19万 | 0.20% | -765 | 减仓 |
| ISLAY CAPITAL MANAGEMENT, LLC | 175,457 | $895.45万 | 4.55% | 23,380 | 加仓 |
| Kestra Advisory Services, LLC | 169,902 | $867.10万 | 0.03% | 151,708 | 加仓 |
| Precision Wealth Strategies, LLC | 165,111 | $842.65万 | 2.80% | 42,784 | 加仓 |
| Bulwark Capital Corp | 161,225 | $822.81万 | 5.07% | 18,274 | 加仓 |
| Able Wealth Management LLC | 159,097 | $811.95万 | 2.17% | 60,963 | 加仓 |
| Weaver Consulting Group | 156,273 | $797.54万 | 1.90% | 44,279 | 加仓 |
| LPL Financial LLC | 137,291 | $700.66万 | 0.00% | 31,170 | 加仓 |
| Sage Mountain Advisors LLC | 126,240 | $644.26万 | 0.45% | -132 | 减仓 |
| TCFG WEALTH MANAGEMENT, LLC | 103,664 | $529.05万 | 1.98% | -2,450 | 减仓 |
| TCFG Investment Advisors, LLC | 103,664 | $529.05万 | 1.98% | — | — |
| NorthCrest Asset Manangement, LLC | 101,036 | $516.04万 | 0.16% | 10,718 | 加仓 |
| J. Team Financial, Inc. | 95,601 | $487.90万 | 5.46% | 6,753 | 加仓 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 95,524 | $487.51万 | 0.22% | -1,509 | 减仓 |
| Vise Technologies, Inc. | 85,821 | $438.93万 | 0.09% | 0 | 不变 |
| Concurrent Investment Advisors, LLC | 79,112 | $403.75万 | 0.04% | 14,432 | 加仓 |
| XY Planning Network, Inc. | 63,626 | $324.74万 | 0.52% | 16,633 | 加仓 |
| Lewis Asset Management, LLC | 60,569 | $309.11万 | 1.26% | 2,914 | 加仓 |
| HighTower Advisors, LLC | 59,149 | $301.87万 | 0.00% | 59,149 | 新建仓 |
| Mason & Associates Inc | 48,322 | $247.53万 | 0.48% | 48,322 | 新建仓 |
| Arkadios Wealth Advisors | 48,102 | $245.49万 | 0.04% | 37,797 | 加仓 |
| Mechanics Bank Trust Department | 46,768 | $238.68万 | 0.33% | 1,465 | 加仓 |
| M Wealth Management, LLC | 46,651 | $238.08万 | 2.00% | -1,499 | 减仓 |
| Transamerica Financial Advisors, LLC | 46,404 | $236.83万 | 0.20% | -2,405 | 减仓 |
| Brown Financial Advisors | 43,303 | $221.00万 | 0.84% | -33,811 | 减仓 |
| BENJAMIN EDWARDS INC | 41,889 | $213.78万 | 0.02% | 1,766 | 加仓 |
| JANE STREET GROUP, LLC | 40,877 | $208.62万 | 0.00% | 4,956 | 重新持有 |
| TradeWell Securities, LLC. | 32,542 | $166.52万 | 0.70% | 1,360 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 32,215 | $164.40万 | 0.00% | 11,090 | 加仓 |
| IEQ CAPITAL, LLC | 30,671 | $156.53万 | 0.01% | 12,821 | 加仓 |
| Camarda Financial Advisors, LLC | 28,638 | $146.15万 | 0.77% | -409 | 减仓 |
| Mattson Financial Services, LLC | 25,216 | $128.69万 | 0.31% | -3,266 | 减仓 |
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 🔒