WCPB NORTHERN LTS FD TR II
WEITZ CORE PLUS
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 | 23 | 6,520,574 | $1.65亿 | 8 | 13 | 1 | 1 | $2,006.64万 |
| 2026Q1 | 15 | 5,674,571 | $1.44亿 | 6 | 7 | 1 | 1 | $4,047.95万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| New Perspectives, Inc | 加仓 | $570.48万 |
| Integrated Wealth Concepts LLC | 新建仓 | $520.73万 |
| NewEdge Advisors, LLC | 新建仓 | $268.83万 |
| HighTower Advisors, LLC | 加仓 | $155.74万 |
| Clear Trail Advisors, LLC | 加仓 | $153.32万 |
| LexAurum Advisors, LLC | 加仓 | $150.43万 |
| SMI Advisory Services, LLC | 加仓 | $79.10万 |
| CITADEL ADVISORS LLC | 新建仓 | $53.00万 |
| Morey & Quinn Wealth Partners, LLC | 新建仓 | $42.13万 |
| AVISO WEALTH MANAGEMENT | 新建仓 | $33.56万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $29.80万 |
| PFW Advisors LLC | 加仓 | $25.53万 |
| TOTH FINANCIAL ADVISORY CORP | 加仓 | $21.76万 |
| RAINIER FAMILY WEALTH INC | 加仓 | $17.18万 |
| Trademark Financial Management, LLC | 加仓 | $13.72万 |
| Farther Finance Advisors, LLC | 加仓 | $13.44万 |
| STAPP WEALTH MANAGEMENT, PLLC | 加仓 | $7.41万 |
| Brookwood Investment Group LLC | 加仓 | $7.10万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $5.18万 |
| EASTERN BANK | 新建仓 | $5.07万 |
2026Q2 卖出最多
| GOLDMAN SACHS GROUP INC | 清仓 | -$146.71万 |
| Sigma Planning Corp | 减仓 | -$22.21万 |
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 |
|---|---|---|---|---|---|
| New Perspectives, Inc | 3,091,982 | $7,838.17万 | 24.05% | 225,041 | 加仓 |
| SMI Advisory Services, LLC | 845,239 | $2,143.53万 | 3.47% | 31,189 | 加仓 |
| Clear Trail Advisors, LLC | 643,407 | $1,631.04万 | 2.49% | 60,480 | 加仓 |
| PFW Advisors LLC | 342,791 | $868.98万 | 2.53% | 10,070 | 加仓 |
| STAPP WEALTH MANAGEMENT, PLLC | 324,040 | $821.44万 | 10.73% | 2,925 | 加仓 |
| LexAurum Advisors, LLC | 252,249 | $639.45万 | 0.74% | 59,340 | 加仓 |
| Integrated Wealth Concepts LLC | 205,416 | $520.73万 | 0.03% | 205,416 | 新建仓 |
| Farther Finance Advisors, LLC | 185,776 | $470.94万 | 0.04% | 5,300 | 加仓 |
| HighTower Advisors, LLC | 124,381 | $315.31万 | 0.00% | 61,436 | 加仓 |
| Sigma Planning Corp | 120,884 | $306.44万 | 0.08% | -8,763 | 减仓 |
| NewEdge Advisors, LLC | 106,048 | $268.83万 | 0.01% | 106,048 | 新建仓 |
| RAINIER FAMILY WEALTH INC | 90,298 | $228.91万 | 1.30% | 6,779 | 加仓 |
| Global Retirement Partners, LLC | 54,575 | $138.35万 | 0.02% | — | — |
| TOTH FINANCIAL ADVISORY CORP | 22,795 | $57.78万 | 0.06% | 8,584 | 加仓 |
| CITADEL ADVISORS LLC | 20,906 | $53.00万 | 0.00% | 20,906 | 新建仓 |
| Trademark Financial Management, LLC | 18,507 | $46.92万 | 0.19% | 5,413 | 加仓 |
| Morey & Quinn Wealth Partners, LLC | 16,619 | $42.13万 | 0.27% | 16,619 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,792 | $37.50万 | 0.00% | 2,044 | 加仓 |
| AVISO WEALTH MANAGEMENT | 13,238 | $33.56万 | 0.13% | 13,238 | 新建仓 |
| Brookwood Investment Group LLC | 12,057 | $30.56万 | 0.03% | 2,800 | 加仓 |
| FLOW TRADERS U.S. LLC | 11,760 | $29.80万 | 0.01% | 11,760 | 新建仓 |
| EASTERN BANK | 2,000 | $5.07万 | 0.00% | 2,000 | 新建仓 |
| UBS Group AG | 814 | $2.06万 | 0.00% | 814 | 新建仓 |
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