VSLU ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
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 | 57 | 10,661,256 | $4.93亿 | 12 | 23 | 12 | 2 | $4,760.72万 |
| 2026Q1 | 46 | 9,626,473 | $4.02亿 | 2 | 23 | 13 | 1 | $6,796.30万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Thrivent Financial for Lutherans | 新建仓 | $1,925.80万 |
| JPMORGAN CHASE & CO | 加仓 | $872.02万 |
| Crestwood Advisors Group, LLC | 加仓 | $749.91万 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 新建仓 | $509.44万 |
| Fulton Bank, N.A. | 加仓 | $427.88万 |
| Jacobi Capital Management LLC | 加仓 | $261.06万 |
| ACIMA PRIVATE WEALTH, LLC | 加仓 | $160.28万 |
| Clarion Wealth Managment Partners, LLC | 加仓 | $159.49万 |
| Watchman Group, Inc. | 加仓 | $134.15万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $113.77万 |
| Old Port Advisors | 加仓 | $107.28万 |
| Gibraltar Capital Management, Inc. | 加仓 | $70.58万 |
| HRT FINANCIAL LP | 新建仓 | $62.20万 |
| Accurate Wealth Management, LLC | 加仓 | $52.58万 |
| Tidal Investments LLC | 加仓 | $50.30万 |
| Newman Dignan & Sheerar, Inc. | 加仓 | $48.46万 |
| BROWN BROTHERS HARRIMAN & CO | 新建仓 | $40.91万 |
| Mayflower Financial Advisors, LLC | 新建仓 | $32.80万 |
| LPL Financial LLC | 加仓 | $32.02万 |
| JANE STREET GROUP, LLC | 新建仓 | $30.21万 |
2026Q2 卖出最多
| EverSource Wealth Advisors, LLC | 减仓 | -$350.04万 |
| SAXON INTERESTS, INC. | 清仓 | -$256.52万 |
| NOVARE CAPITAL MANAGEMENT LLC | 减仓 | -$243.53万 |
| TRUSTMARK BANK TRUST DEPARTMENT | 减仓 | -$159.46万 |
| ATWOOD & PALMER INC | 减仓 | -$121.24万 |
| OPPENHEIMER & CO INC | 减仓 | -$31.36万 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 清仓 | -$25.35万 |
| Advisory Services Network, LLC | 减仓 | -$15.69万 |
| InTrack Investment Management Inc | 减仓 | -$12.43万 |
| OneAscent Family Office, LLC | 减仓 | -$11.93万 |
| Quantinno Capital Management LP | 减仓 | -$11.64万 |
| Atlantic Edge Private Wealth Management, LLC | 减仓 | -$2.98万 |
| CIBC WORLD MARKET INC. | 减仓 | -$9,249 |
| Plan A Wealth LLC | 减仓 | -$7,307 |
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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group, LLC | 2,986,485 | $1.38亿 | 2.05% | 162,155 | 加仓 |
| NOVARE CAPITAL MANAGEMENT LLC | 751,418 | $3,475.03万 | 2.47% | -52,659 | 减仓 |
| Watchman Group, Inc. | 748,065 | $3,459.52万 | 7.73% | 29,007 | 加仓 |
| Newman Dignan & Sheerar, Inc. | 716,462 | $3,313.37万 | 6.34% | 10,479 | 加仓 |
| Jacobi Capital Management LLC | 672,436 | $3,109.77万 | 1.52% | 56,451 | 加仓 |
| JPMORGAN CHASE & CO | 523,897 | $2,406.02万 | 0.00% | 189,877 | 加仓 |
| Fulton Bank, N.A. | 448,714 | $2,075.14万 | 0.63% | 92,522 | 加仓 |
| EverSource Wealth Advisors, LLC | 425,032 | $1,965.62万 | 0.66% | -75,690 | 减仓 |
| Thrivent Financial for Lutherans | 416,432 | $1,925.80万 | 0.03% | 416,432 | 新建仓 |
| ACIMA PRIVATE WEALTH, LLC | 312,859 | $1,446.86万 | 4.20% | 34,657 | 加仓 |
| Clarion Wealth Managment Partners, LLC | 285,970 | $1,322.50万 | 10.68% | 34,488 | 加仓 |
| Old Port Advisors | 271,695 | $1,256.49万 | 2.48% | 23,198 | 加仓 |
| CROBAN | 243,828 | $1,127.44万 | 4.97% | 710 | 加仓 |
| FORTEM FINANCIAL GROUP, LLC | 218,501 | $1,010.49万 | 2.06% | 4,076 | 加仓 |
| Gibraltar Capital Management, Inc. | 201,823 | $933.36万 | 1.44% | 15,262 | 加仓 |
| ATWOOD & PALMER INC | 178,279 | $824.48万 | 0.44% | -26,216 | 减仓 |
| MML INVESTORS SERVICES, LLC | 132,129 | $611.05万 | 0.01% | 24,601 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 131,747 | $609.28万 | 0.00% | 2,600 | 加仓 |
| TRUSTMARK BANK TRUST DEPARTMENT | 119,457 | $552.44万 | 0.33% | -34,481 | 减仓 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 110,158 | $509.44万 | 1.30% | 110,158 | 新建仓 |
| Farther Finance Advisors, LLC | 92,321 | $426.95万 | 0.03% | 2,290 | 加仓 |
| Atlantic Edge Private Wealth Management, LLC | 83,531 | $386.30万 | 0.79% | -645 | 减仓 |
| Advisory Services Network, LLC | 73,694 | $340.81万 | 0.04% | -3,393 | 减仓 |
| Applied Finance Capital Management, LLC | 70,827 | $325.28万 | 0.24% | 0 | 不变 |
| LPL Financial LLC | 48,656 | $225.02万 | 0.00% | 6,923 | 加仓 |
| Tidal Investments LLC | 43,126 | $199.44万 | 0.00% | 10,877 | 加仓 |
| OPPENHEIMER & CO INC | 36,996 | $171.09万 | 0.02% | -6,781 | 减仓 |
| Accurate Wealth Management, LLC | 34,873 | $165.19万 | 0.16% | 11,100 | 加仓 |
| TECTONIC ADVISORS LLC | 29,362 | $135.79万 | 0.07% | 317 | 加仓 |
| Quantinno Capital Management LP | 25,337 | $117.17万 | 0.00% | -2,517 | 减仓 |
| UBS Group AG | 22,945 | $106.11万 | 0.00% | 2,897 | 加仓 |
| BankPlus Trust Department | 20,180 | $93.33万 | 0.22% | 0 | 不变 |
| OneAscent Family Office, LLC | 18,986 | $87.80万 | 0.44% | -2,580 | 减仓 |
| Confluence Wealth Services, Inc. | 16,904 | $78.17万 | 0.02% | 1,004 | 加仓 |
| PRIVATE TRUST CO NA | 15,949 | $73.76万 | 0.06% | 0 | 不变 |
| InTrack Investment Management Inc | 14,333 | $66.29万 | 0.33% | -2,688 | 减仓 |
| HRT FINANCIAL LP | 13,462 | $62.20万 | 0.00% | 13,462 | 新建仓 |
| CIBC WORLD MARKET INC. | 12,113 | $56.02万 | 0.00% | -200 | 减仓 |
| GTS SECURITIES LLC | 11,476 | $53.07万 | 0.01% | 726 | 重新持有 |
| MGO ONE SEVEN LLC | 9,889 | $45.73万 | 0.01% | 521 | 加仓 |
| BROWN BROTHERS HARRIMAN & CO | 8,847 | $40.91万 | 0.00% | 8,847 | 新建仓 |
| Plan A Wealth LLC | 7,936 | $36.70万 | 0.16% | -158 | 减仓 |
| STIFEL FINANCIAL CORP | 7,886 | $36.47万 | 0.00% | 10 | 加仓 |
| Mayflower Financial Advisors, LLC | 7,093 | $32.80万 | 0.03% | 7,093 | 新建仓 |
| JANE STREET GROUP, LLC | 6,532 | $30.21万 | 0.00% | 6,532 | 新建仓 |
| MORGAN STANLEY | 6,161 | $28.49万 | 0.00% | 6,161 | 新建仓 |
| SMITH SHELLNUT WILSON LLC /ADV | 5,895 | $27.26万 | 0.10% | 0 | 不变 |
| Auxano Advisors, LLC | 5,398 | $24.96万 | 0.05% | 0 | 不变 |
| J.P. Marvel Investment Advisors, LLC | 5,038 | $23.30万 | 0.03% | 5,038 | 新建仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,498 | $20.80万 | 0.00% | 4,498 | 新建仓 |
内部人交易（Form 4）
VSLU 董事、高管和大股东的最新买卖申报。专业版可看 🔒