WINN HARBOR ETF TRUST
LONG TERM GROWER
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 | 115 | 29,186,147 | $9.49亿 | 13 | 45 | 32 | 11 | $3,287.79万 |
| 2026Q1 | 106 | 28,061,401 | $7.79亿 | 11 | 50 | 32 | 8 | -$1.35亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,381.22万 |
| Grant Street Asset Management, Inc. | 加仓 | $1,385.71万 |
| Convergence Financial, LLC | 加仓 | $622.55万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $553.21万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $484.70万 |
| Worth Financial Advisory Group, LLC | 重新持有 | $446.22万 |
| Leisure Capital Management | 加仓 | $307.04万 |
| Rockefeller Capital Management L.P. | 加仓 | $303.50万 |
| OSAIC HOLDINGS, INC. | 加仓 | $231.91万 |
| Quantinno Capital Management LP | 加仓 | $220.57万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 新建仓 | $139.62万 |
| AUCTUS ADVISORS LLC | 加仓 | $134.11万 |
| Cerity Partners LLC | 加仓 | $126.82万 |
| Cetera Investment Advisers | 加仓 | $95.60万 |
| Joel Isaacson & Co., LLC | 加仓 | $88.20万 |
| Walsh & Associates, LLC | 加仓 | $87.09万 |
| Legacy Trust | 新建仓 | $61.28万 |
| Foster Victor Wealth Advisors, LLC | 新建仓 | $60.06万 |
| Lantz Financial LLC | 加仓 | $55.38万 |
| LPL Financial LLC | 加仓 | $51.93万 |
2026Q2 卖出最多
| Corient Private Wealth LP | 减仓 | -$1,624.75万 |
| Ascentis Independent Advisors | 清仓 | -$510.90万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$444.61万 |
| Golden State Wealth Management, LLC | 减仓 | -$399.98万 |
| ROYAL BANK OF CANADA | 减仓 | -$336.13万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$311.94万 |
| WCG Wealth Advisors LLC | 减仓 | -$306.41万 |
| Mariner, LLC | 清仓 | -$139.59万 |
| Independent Advisor Alliance | 清仓 | -$134.40万 |
| SFG Wealth Management, LLC. | 减仓 | -$114.95万 |
| FINANCIAL MANAGEMENT NETWORK INC | 减仓 | -$96.93万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$92.03万 |
| FIFTH THIRD BANCORP | 减仓 | -$91.85万 |
| CAPTRUST FINANCIAL ADVISORS | 清仓 | -$73.65万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$58.30万 |
| Equitable Holdings, Inc. | 减仓 | -$55.89万 |
| United Advisor Group, LLC | 清仓 | -$55.70万 |
| &PARTNERS | 减仓 | -$53.15万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$44.33万 |
| Private Advisor Group, LLC | 减仓 | -$42.29万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 4,445,858 | $1.44亿 | 0.03% | 15,993 | 加仓 |
| Corient Private Wealth LP | 4,139,541 | $1.34亿 | 0.19% | -500,385 | 减仓 |
| Grant Street Asset Management, Inc. | 2,780,931 | $9,029.68万 | 14.79% | 426,766 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,723,551 | $8,843.37万 | 0.02% | 733,360 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,736,919 | $5,756.15万 | 0.10% | 146,257 | 加仓 |
| AUCTUS ADVISORS LLC | 1,414,610 | $4,593.24万 | 38.64% | 41,302 | 加仓 |
| Towneley Capital Management, Inc / DE | 1,146,114 | $3,721.43万 | 7.30% | 3,726 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,038,915 | $3,373.36万 | 0.04% | -136,928 | 减仓 |
| Leisure Capital Management | 571,337 | $1,855.13万 | 5.79% | 94,562 | 加仓 |
| Cerity Partners LLC | 476,511 | $1,547.26万 | 0.02% | 39,057 | 加仓 |
| Pinnacle Financial Partners, Inc. | 435,754 | $1,414.90万 | 0.10% | 13,453 | 加仓 |
| Golden State Wealth Management, LLC | 431,368 | $1,400.65万 | 1.28% | -123,186 | 减仓 |
| Convergence Financial, LLC | 402,966 | $1,308.43万 | 1.04% | 191,730 | 加仓 |
| Private Advisor Group, LLC | 395,699 | $1,284.84万 | 0.06% | -13,023 | 减仓 |
| FIFTH THIRD BANCORP | 393,256 | $1,276.90万 | 0.02% | -28,288 | 减仓 |
| Archford Capital Strategies, LLC | 374,455 | $1,215.85万 | 1.23% | 5,818 | 加仓 |
| Wealthcare Advisory Partners LLC | 371,874 | $1,207.48万 | 0.23% | -17,956 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 329,926 | $1,071.20万 | 0.01% | 170,386 | 加仓 |
| ROYAL BANK OF CANADA | 303,292 | $984.80万 | 0.00% | -103,518 | 减仓 |
| OSAIC HOLDINGS, INC. | 299,450 | $972.33万 | 0.01% | 71,420 | 加仓 |
| Lantz Financial LLC | 274,193 | $890.30万 | 1.63% | 17,055 | 加仓 |
| Kestra Advisory Services, LLC | 241,196 | $783.16万 | 0.03% | -12,223 | 减仓 |
| Rockefeller Capital Management L.P. | 222,109 | $721.19万 | 0.01% | 93,471 | 加仓 |
| Proactive Wealth Strategies LLC | 220,794 | $716.93万 | 1.15% | 3,430 | 加仓 |
| Cetera Investment Advisers | 208,338 | $676.47万 | 0.01% | 29,444 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 198,819 | $645.57万 | 0.00% | -28,343 | 减仓 |
| Worth Financial Advisory Group, LLC | 196,306 | $637.41万 | 2.66% | 137,425 | 重新持有 |
| Equitable Holdings, Inc. | 173,750 | $564.17万 | 0.03% | -17,213 | 减仓 |
| IHT Wealth Management, LLC | 162,879 | $528.87万 | 0.11% | 15,149 | 加仓 |
| Joel Isaacson & Co., LLC | 161,375 | $523.98万 | 0.15% | 27,164 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 149,328 | $484.87万 | 0.11% | 8,730 | 加仓 |
| Quantinno Capital Management LP | 134,273 | $435.98万 | 0.01% | 67,929 | 加仓 |
| Birchwood Financial Partners, Inc. | 127,636 | $414.44万 | 3.39% | 7,351 | 加仓 |
| AMERIPRISE FINANCIAL INC | 126,336 | $410.21万 | 0.00% | -13,654 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 117,024 | $379.98万 | 0.06% | -3,862 | 减仓 |
| TRANSCEND CAPITAL ADVISORS, LLC | 109,318 | $354.96万 | 0.24% | -870 | 减仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 99,249 | $321.77万 | 0.46% | -29,898 | 减仓 |
| Associated Banc-Corp | 96,238 | $312.48万 | 0.07% | 13,075 | 加仓 |
| SITTNER & NELSON, LLC | 95,451 | $309.93万 | 0.98% | 7,973 | 加仓 |
| Sanctuary Advisors, LLC | 85,978 | $279.17万 | 0.01% | 5,362 | 加仓 |
| BENJAMIN EDWARDS INC | 85,573 | $277.85万 | 0.03% | 689 | 加仓 |
| Steward Partners Investment Advisory, LLC | 83,171 | $270.06万 | 0.01% | -3,192 | 减仓 |
| STIFEL FINANCIAL CORP | 81,720 | $265.34万 | 0.00% | -4,422 | 减仓 |
| Copper Harbor Investment Advisors, LLC | 81,276 | $263.90万 | 0.56% | — | — |
| TRUIST FINANCIAL CORP | 74,404 | $241.59万 | 0.00% | 13,553 | 加仓 |
| Stratos Wealth Partners, LTD. | 70,784 | $229.84万 | 0.02% | -644 | 减仓 |
| Perennial Investment Advisors, LLC | 69,436 | $225.46万 | 0.15% | -8,164 | 减仓 |
| Provident Wealth Management, LLC | 65,619 | $213.06万 | 0.55% | -1,980 | 减仓 |
| Rose Capital Advisors LLC | 63,445 | $206.01万 | 1.03% | — | — |
| Prosperity Bancshares Inc | 56,626 | $183.86万 | 1.20% | 9,866 | 加仓 |
内部人交易（Form 4）
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