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 🔒 | ||||||||
2026Q1 买入最多
| Crestwood Advisors Group, LLC | 加仓 | $3,447.34万 |
| FORTEM FINANCIAL GROUP, LLC | 加仓 | $863.52万 |
| EverSource Wealth Advisors, LLC | 加仓 | $771.29万 |
| JPMORGAN CHASE & CO | 加仓 | $649.23万 |
| Jacobi Capital Management LLC | 加仓 | $425.94万 |
| Clarion Wealth Managment Partners, LLC | 加仓 | $371.51万 |
| Watchman Group, Inc. | 加仓 | $212.37万 |
| Old Port Advisors | 加仓 | $169.41万 |
| Fulton Bank, N.A. | 加仓 | $159.58万 |
| Tidal Investments LLC | 加仓 | $71.16万 |
| CROBAN | 加仓 | $64.06万 |
| Accurate Wealth Management, LLC | 加仓 | $58.83万 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 新建仓 | $25.35万 |
| Auxano Advisors, LLC | 新建仓 | $22.57万 |
| Atlantic Edge Private Wealth Management, LLC | 加仓 | $17.83万 |
| SAXON INTERESTS, INC. | 加仓 | $17.45万 |
| Farther Finance Advisors, LLC | 加仓 | $14.99万 |
| Quantinno Capital Management LP | 加仓 | $14.31万 |
| ACIMA PRIVATE WEALTH, LLC | 加仓 | $11.51万 |
| TECTONIC ADVISORS LLC | 加仓 | $11.28万 |
2026Q1 卖出最多
| OneAscent Family Office, LLC | 减仓 | -$164.46万 |
| Gibraltar Capital Management, Inc. | 减仓 | -$82.91万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$81.83万 |
| LPL Financial LLC | 减仓 | -$74.81万 |
| NOVARE CAPITAL MANAGEMENT LLC | 减仓 | -$49.56万 |
| TRUSTMARK BANK TRUST DEPARTMENT | 减仓 | -$40.74万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$36.84万 |
| ATWOOD & PALMER INC | 减仓 | -$33.84万 |
| UBS Group AG | 减仓 | -$17.12万 |
| Advisory Services Network, LLC | 减仓 | -$15.58万 |
| Confluence Wealth Services, Inc. | 减仓 | -$10.87万 |
| InTrack Investment Management Inc | 减仓 | -$5.98万 |
| STIFEL FINANCIAL CORP | 减仓 | -$2.86万 |
| SMITH SHELLNUT WILSON LLC /ADV | 减仓 | -$2.09万 |
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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group, LLC | 2,824,330 | $1.18亿 | 1.99% | 824,524 | 加仓 |
| NOVARE CAPITAL MANAGEMENT LLC | 804,077 | $3,361.85万 | 2.66% | -11,853 | 减仓 |
| Watchman Group, Inc. | 719,058 | $3,006.38万 | 7.28% | 50,795 | 加仓 |
| Newman Dignan & Sheerar, Inc. | 705,983 | $2,951.72万 | 6.21% | 1,440 | 加仓 |
| Jacobi Capital Management LLC | 615,985 | $2,575.44万 | 1.44% | 101,875 | 加仓 |
| EverSource Wealth Advisors, LLC | 500,722 | $2,093.52万 | 0.64% | 184,476 | 加仓 |
| Fulton Bank, N.A. | 356,192 | $1,489.24万 | 0.52% | 38,169 | 加仓 |
| JPMORGAN CHASE & CO | 334,020 | $1,358.80万 | 0.00% | 159,593 | 加仓 |
| ACIMA PRIVATE WEALTH, LLC | 278,202 | $1,163.16万 | 3.65% | 2,752 | 加仓 |
| Clarion Wealth Managment Partners, LLC | 251,482 | $1,051.45万 | 9.53% | 88,856 | 加仓 |
| Old Port Advisors | 248,497 | $1,038.97万 | 2.39% | 40,520 | 加仓 |
| CROBAN | 243,118 | $1,016.45万 | 4.78% | 15,322 | 加仓 |
| FORTEM FINANCIAL GROUP, LLC | 214,425 | $896.51万 | 2.25% | 206,534 | 加仓 |
| ATWOOD & PALMER INC | 204,495 | $855.00万 | 0.48% | -8,094 | 减仓 |
| Gibraltar Capital Management, Inc. | 186,561 | $780.01万 | 1.34% | -19,830 | 减仓 |
| TRUSTMARK BANK TRUST DEPARTMENT | 153,938 | $643.61万 | 0.41% | -9,743 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 129,147 | $539.96万 | 0.00% | 1,134 | 加仓 |
| MML INVESTORS SERVICES, LLC | 107,528 | $449.57万 | 0.01% | -19,573 | 减仓 |
| Farther Finance Advisors, LLC | 90,031 | $384.43万 | 0.04% | 3,510 | 加仓 |
| Atlantic Edge Private Wealth Management, LLC | 84,176 | $351.94万 | 0.86% | 4,265 | 加仓 |
| Advisory Services Network, LLC | 77,087 | $322.30万 | 0.04% | -3,726 | 减仓 |
| Applied Finance Capital Management, LLC | 70,827 | $296.13万 | 0.22% | 0 | 不变 |
| SAXON INTERESTS, INC. | 61,355 | $256.52万 | 0.88% | 4,173 | 加仓 |
| OPPENHEIMER & CO INC | 43,777 | $183.03万 | 0.02% | 880 | 加仓 |
| LPL Financial LLC | 41,733 | $174.49万 | 0.00% | -17,892 | 减仓 |
| Tidal Investments LLC | 32,249 | $134.83万 | 0.00% | 17,020 | 加仓 |
| TECTONIC ADVISORS LLC | 29,045 | $121.44万 | 0.06% | 2,697 | 加仓 |
| Quantinno Capital Management LP | 27,854 | $116.46万 | 0.00% | 3,423 | 加仓 |
| Accurate Wealth Management, LLC | 23,773 | $103.16万 | 0.12% | 13,558 | 加仓 |
| OneAscent Family Office, LLC | 21,566 | $90.17万 | 0.63% | -39,334 | 减仓 |
| BankPlus Trust Department | 20,180 | $84.37万 | 0.23% | 0 | 不变 |
| UBS Group AG | 20,048 | $83.82万 | 0.00% | -4,094 | 减仓 |
| InTrack Investment Management Inc | 17,021 | $71.17万 | 0.41% | -1,430 | 减仓 |
| PRIVATE TRUST CO NA | 15,949 | $66.68万 | 0.06% | 0 | 不变 |
| Confluence Wealth Services, Inc. | 15,900 | $66.48万 | 0.03% | -2,600 | 减仓 |
| CIBC WORLD MARKET INC. | 12,313 | $51.48万 | 0.00% | 0 | 不变 |
| MGO ONE SEVEN LLC | 9,368 | $39.17万 | 0.01% | 258 | 加仓 |
| Plan A Wealth LLC | 8,094 | $33.84万 | 0.16% | 0 | 不变 |
| STIFEL FINANCIAL CORP | 7,876 | $32.93万 | 0.00% | -684 | 减仓 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 6,064 | $25.35万 | 0.03% | 6,064 | 新建仓 |
| SMITH SHELLNUT WILSON LLC /ADV | 5,895 | $24.65万 | 0.11% | -500 | 减仓 |
| Auxano Advisors, LLC | 5,398 | $22.57万 | 0.05% | 5,398 | 新建仓 |
| OSAIC HOLDINGS, INC. | 690 | $2.88万 | 0.00% | 173 | 加仓 |
| ASSETMARK, INC | 418 | $1.75万 | 0.00% | 0 | 不变 |
| PlanVest Financial, Inc | 25 | $1,045 | 0.00% | — | — |
| Russell Investments Group, Ltd. | 1 | $36 | 0.00% | 0 | 不变 |
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 🔒