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 🔒 | ||||||||
2026Q1 买入最多
| Cerity Partners LLC | 新建仓 | $1,213.00万 |
| Proactive Wealth Strategies LLC | 加仓 | $336.67万 |
| Grant Street Asset Management, Inc. | 加仓 | $321.48万 |
| Ascentis Independent Advisors | 加仓 | $301.66万 |
| Convergence Financial, LLC | 加仓 | $289.72万 |
| Archford Capital Strategies, LLC | 加仓 | $239.18万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $217.02万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $165.52万 |
| Independent Advisor Alliance | 新建仓 | $134.40万 |
| CARY STREET PARTNERS FINANCIAL LLC | 加仓 | $126.28万 |
| SITTNER & NELSON, LLC | 加仓 | $96.28万 |
| AUCTUS ADVISORS LLC | 加仓 | $92.55万 |
| Golden State Wealth Management, LLC | 加仓 | $86.82万 |
| CAPTRUST FINANCIAL ADVISORS | 新建仓 | $73.65万 |
| Quantinno Capital Management LP | 加仓 | $70.65万 |
| Joel Isaacson & Co., LLC | 加仓 | $63.77万 |
| Waverly Advisors, LLC | 新建仓 | $57.09万 |
| Lantz Financial LLC | 加仓 | $49.30万 |
| SMITH, MOORE & CO. | 新建仓 | $45.81万 |
| Pinnacle Financial Partners, Inc. | 加仓 | $43.05万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$9,447.58万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3,597.86万 |
| LPL Financial LLC | 减仓 | -$1,467.83万 |
| SOL Capital Management CO | 清仓 | -$1,279.80万 |
| WJ Wealth Management, LLC | 减仓 | -$864.26万 |
| Waterloo Capital, L.P. | 清仓 | -$209.20万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$207.89万 |
| ROYAL BANK OF CANADA | 减仓 | -$204.32万 |
| WCG Wealth Advisors LLC | 减仓 | -$158.32万 |
| FINANCIAL MANAGEMENT NETWORK INC | 减仓 | -$102.39万 |
| Carr Financial Group Corp | 减仓 | -$90.27万 |
| HRT FINANCIAL LP | 清仓 | -$68.10万 |
| Thrivent Financial for Lutherans | 清仓 | -$41.90万 |
| FIFTH THIRD BANCORP | 减仓 | -$40.95万 |
| &PARTNERS | 减仓 | -$40.80万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$31.04万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$25.96万 |
| JANE STREET GROUP, LLC | 减仓 | -$24.87万 |
| STIFEL FINANCIAL CORP | 减仓 | -$23.90万 |
| Kingdom Financial Group LLC. | 减仓 | -$21.71万 |
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 |
|---|---|---|---|---|---|
| Corient Private Wealth LP | 4,639,926 | $1.29亿 | 0.18% | -3,407,237 | 减仓 |
| LPL Financial LLC | 4,429,865 | $1.23亿 | 0.03% | -529,369 | 减仓 |
| Grant Street Asset Management, Inc. | 2,354,165 | $6,527.63万 | 12.58% | 115,939 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,990,191 | $5,518.40万 | 0.02% | 78,268 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,590,662 | $4,457.04万 | 0.09% | -1,284,034 | 减仓 |
| AUCTUS ADVISORS LLC | 1,373,308 | $3,807.91万 | 36.13% | 33,378 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,175,843 | $3,260.38万 | 0.05% | -74,974 | 减仓 |
| Towneley Capital Management, Inc / DE | 1,142,388 | $3,167.61万 | 6.63% | 11,734 | 加仓 |
| Golden State Wealth Management, LLC | 554,554 | $1,537.67万 | 1.68% | 31,311 | 加仓 |
| Leisure Capital Management | 476,775 | $1,322.00万 | 4.63% | 800 | 加仓 |
| Cerity Partners LLC | 437,454 | $1,213.00万 | 0.02% | 437,454 | 新建仓 |
| Pinnacle Financial Partners, Inc. | 422,301 | $1,171.03万 | 0.09% | 15,525 | 加仓 |
| FIFTH THIRD BANCORP | 421,544 | $1,168.86万 | 0.02% | -14,769 | 减仓 |
| Private Advisor Group, LLC | 408,722 | $1,133.30万 | 0.05% | 6,789 | 加仓 |
| ROYAL BANK OF CANADA | 406,810 | $1,128.00万 | 0.00% | -73,689 | 减仓 |
| Wealthcare Advisory Partners LLC | 389,830 | $1,080.92万 | 0.21% | -112 | 减仓 |
| Archford Capital Strategies, LLC | 368,637 | $1,022.16万 | 1.17% | 86,258 | 加仓 |
| Lantz Financial LLC | 257,138 | $712.99万 | 1.47% | 17,780 | 加仓 |
| Kestra Advisory Services, LLC | 253,419 | $702.68万 | 0.03% | 5,985 | 加仓 |
| OSAIC HOLDINGS, INC. | 228,030 | $632.32万 | 0.01% | -11,193 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 227,162 | $629.88万 | 0.00% | 7,612 | 加仓 |
| Proactive Wealth Strategies LLC | 217,364 | $602.71万 | 1.13% | 121,417 | 加仓 |
| Equitable Holdings, Inc. | 190,963 | $593.98万 | 0.04% | 9,417 | 加仓 |
| Convergence Financial, LLC | 211,236 | $585.72万 | 0.62% | 104,486 | 加仓 |
| Ascentis Independent Advisors | 184,254 | $510.90万 | 0.39% | 108,792 | 加仓 |
| Cetera Investment Advisers | 178,894 | $496.04万 | 0.01% | 6,526 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 159,540 | $442.40万 | 0.01% | 59,691 | 加仓 |
| IHT Wealth Management, LLC | 147,730 | $409.63万 | 0.10% | 6,192 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 140,598 | $389.85万 | 0.10% | 45,542 | 加仓 |
| AMERIPRISE FINANCIAL INC | 139,990 | $388.16万 | 0.00% | -6,188 | 减仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 129,147 | $378.01万 | 0.58% | -34,983 | 减仓 |
| Joel Isaacson & Co., LLC | 134,211 | $372.14万 | 0.12% | 22,997 | 加仓 |
| Rockefeller Capital Management L.P. | 128,638 | $356.69万 | 0.01% | -3,297 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 120,886 | $335.19万 | 0.06% | 105 | 加仓 |
| Birchwood Financial Partners, Inc. | 120,285 | $333.53万 | 3.22% | 5,197 | 加仓 |
| WCG Wealth Advisors LLC | 119,524 | $331.42万 | 0.09% | -57,097 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 112,500 | $311.94万 | 0.00% | -6,400 | 重新持有 |
| TRANSCEND CAPITAL ADVISORS, LLC | 110,188 | $305.53万 | 0.24% | -697 | 减仓 |
| SITTNER & NELSON, LLC | 87,478 | $242.56万 | 0.89% | 34,723 | 加仓 |
| Steward Partners Investment Advisory, LLC | 86,363 | $239.47万 | 0.01% | 12,166 | 加仓 |
| STIFEL FINANCIAL CORP | 86,142 | $238.85万 | 0.00% | -8,619 | 减仓 |
| BENJAMIN EDWARDS INC | 84,884 | $235.36万 | 0.02% | 5,660 | 加仓 |
| Associated Banc-Corp | 83,163 | $230.59万 | 0.06% | 4,937 | 加仓 |
| Sanctuary Advisors, LLC | 80,616 | $223.53万 | 0.01% | -587 | 减仓 |
| Perennial Investment Advisors, LLC | 77,600 | $215.17万 | 0.17% | -3,606 | 减仓 |
| Stratos Wealth Partners, LTD. | 71,428 | $198.06万 | 0.02% | 207 | 加仓 |
| Provident Wealth Management, LLC | 67,599 | $187.44万 | 0.57% | -4,519 | 减仓 |
| Quantinno Capital Management LP | 66,344 | $183.96万 | 0.00% | 25,478 | 加仓 |
| Smart Portfolios, LLC | 64,632 | $179.21万 | 1.79% | 13,913 | 加仓 |
| &PARTNERS | 61,967 | $172.72万 | 0.01% | -14,639 | 减仓 |
内部人交易（Form 4）
WINN 董事、高管和大股东的最新买卖申报。专业版可看 🔒