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 🔒 | ||||||||
2026Q1 买入最多
| Clear Trail Advisors, LLC | 新建仓 | $1,474.22万 |
| PFW Advisors LLC | 新建仓 | $841.45万 |
| STAPP WEALTH MANAGEMENT, PLLC | 新建仓 | $812.10万 |
| SMI Advisory Services, LLC | 加仓 | $223.97万 |
| New Perspectives, Inc | 加仓 | $221.61万 |
| RAINIER FAMILY WEALTH INC | 加仓 | $159.46万 |
| HighTower Advisors, LLC | 新建仓 | $159.19万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $97.14万 |
| Trademark Financial Management, LLC | 新建仓 | $33.11万 |
| TOTH FINANCIAL ADVISORY CORP | 加仓 | $31.87万 |
| Brookwood Investment Group LLC | 新建仓 | $23.41万 |
| Sigma Planning Corp | 加仓 | $9.77万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $4.55万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$31.42万 |
| Farther Finance Advisors, LLC | 减仓 | -$12.49万 |
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 |
|---|---|---|---|---|---|
| New Perspectives, Inc | 2,866,941 | $7,250.49万 | 25.11% | 87,628 | 加仓 |
| SMI Advisory Services, LLC | 814,050 | $2,061.58万 | 3.40% | 88,437 | 加仓 |
| Clear Trail Advisors, LLC | 582,927 | $1,474.22万 | 2.45% | 582,927 | 新建仓 |
| PFW Advisors LLC | 332,721 | $841.45万 | 2.65% | 332,721 | 新建仓 |
| STAPP WEALTH MANAGEMENT, PLLC | 321,115 | $812.10万 | 10.37% | 321,115 | 新建仓 |
| LexAurum Advisors, LLC | 192,909 | $487.87万 | 0.63% | — | — |
| Farther Finance Advisors, LLC | 180,476 | $456.15万 | 0.04% | -4,943 | 减仓 |
| Sigma Planning Corp | 129,647 | $327.88万 | 0.09% | 3,862 | 加仓 |
| RAINIER FAMILY WEALTH INC | 83,519 | $211.22万 | 1.42% | 63,053 | 加仓 |
| HighTower Advisors, LLC | 62,945 | $159.19万 | 0.00% | 62,945 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 58,011 | $146.71万 | 0.00% | 38,411 | 加仓 |
| TOTH FINANCIAL ADVISORY CORP | 14,211 | $35.94万 | 0.04% | 12,603 | 加仓 |
| Trademark Financial Management, LLC | 13,094 | $33.11万 | 0.16% | 13,094 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,748 | $32.24万 | 0.00% | 1,799 | 加仓 |
| Brookwood Investment Group LLC | 9,257 | $23.41万 | 0.03% | 9,257 | 新建仓 |
内部人交易（Form 4）
WCPB 董事、高管和大股东的最新买卖申报。专业版可看 🔒