ZECP ZACKS TRUST
EARNGS CONSTANT
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 | 79 | 7,805,085 | $2.93亿 | 9 | 36 | 18 | 7 | $2,217.55万 |
| 2026Q1 | 71 | 7,076,875 | $2.40亿 | 9 | 27 | 27 | 5 | $1,979.32万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| GeoWealth Management, LLC | 加仓 | $1,586.48万 |
| CONTINENTAL INVESTORS SERVICES, INC. | 加仓 | $667.47万 |
| Koshinski Asset Management, Inc. | 加仓 | $192.99万 |
| BANK OF AMERICA CORP /DE/ | 新建仓 | $183.25万 |
| Virtue Capital Management, LLC | 加仓 | $130.29万 |
| Advyzon Investment Management, LLC | 加仓 | $81.65万 |
| Balboa Wealth Partners | 加仓 | $55.83万 |
| Rothschild Wealth LLC | 新建仓 | $47.79万 |
| Revisor Wealth Management LLC | 新建仓 | $42.63万 |
| Faithward Advisors, LLC | 加仓 | $30.27万 |
| CreativeOne Wealth, LLC | 加仓 | $27.23万 |
| Madison Wealth Partners, Inc | 新建仓 | $26.82万 |
| VERUS CAPITAL PARTNERS, LLC | 新建仓 | $22.80万 |
| Cooper Financial Group | 新建仓 | $22.04万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $21.85万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $21.53万 |
| PNC Financial Services Group, Inc. | 新建仓 | $18.21万 |
| LPL Financial LLC | 加仓 | $15.40万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $14.58万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $10.69万 |
2026Q1 卖出最多
| Advisory Services Network, LLC | 减仓 | -$277.12万 |
| Arete Wealth Advisors, LLC | 减仓 | -$220.20万 |
| EJMK Ventures LLC | 减仓 | -$139.49万 |
| Atria Investments, Inc | 清仓 | -$85.08万 |
| Private Advisor Group, LLC | 减仓 | -$79.04万 |
| TRUE Private Wealth Advisors | 减仓 | -$76.30万 |
| Axiom Financial Strategies, LLC | 清仓 | -$72.55万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | -$59.57万 |
| Security Financial Services, INC. | 清仓 | -$42.06万 |
| Garden State Investment Advisory Services LLC | 清仓 | -$37.93万 |
| CITADEL ADVISORS LLC | 减仓 | -$36.50万 |
| Creative Planning | 减仓 | -$27.08万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$26.48万 |
| GTS SECURITIES LLC | 减仓 | -$24.47万 |
| Kestra Advisory Services, LLC | 清仓 | -$16.18万 |
| M1 Capital Management LLC | 减仓 | -$15.88万 |
| Menard Financial Group LLC | 减仓 | -$13.36万 |
| Navigation Wealth Management, Inc. | 减仓 | -$12.26万 |
| Paragon Private Wealth Management, LLC | 减仓 | -$9.71万 |
| Ignite Planners, LLC | 减仓 | -$6.70万 |
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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,199,082 | $4,056.49万 | 0.54% | -81,916 | 减仓 |
| GeoWealth Management, LLC | 811,741 | $2,746.12万 | 0.99% | 468,956 | 加仓 |
| Menard Financial Group LLC | 790,558 | $2,674.46万 | 18.69% | -3,949 | 减仓 |
| CreativeOne Wealth, LLC | 484,729 | $1,639.84万 | 0.38% | 8,048 | 加仓 |
| CONTINENTAL INVESTORS SERVICES, INC. | 447,947 | $1,635.96万 | 15.10% | 182,762 | 加仓 |
| Koshinski Asset Management, Inc. | 341,890 | $1,156.61万 | 0.72% | 57,047 | 加仓 |
| TRUE Private Wealth Advisors | 231,205 | $782.17万 | 0.75% | -22,554 | 减仓 |
| Balboa Wealth Partners | 182,595 | $617.72万 | 1.04% | 16,502 | 加仓 |
| Strategic Blueprint, LLC | 174,449 | $590.16万 | 0.34% | 1,026 | 加仓 |
| Virtue Capital Management, LLC | 170,039 | $561.81万 | 0.86% | 39,434 | 加仓 |
| Wayfinding Financial, LLC | 164,210 | $555.50万 | 2.41% | 1,539 | 加仓 |
| Arete Wealth Advisors, LLC | 159,438 | $538.42万 | 0.40% | -65,207 | 减仓 |
| Navigation Wealth Management, Inc. | 155,906 | $527.43万 | 19.01% | -3,625 | 减仓 |
| M1 Capital Management LLC | 153,384 | $518.90万 | 2.39% | -4,695 | 减仓 |
| Advyzon Investment Management, LLC | 117,770 | $398.42万 | 0.36% | 24,136 | 加仓 |
| Creative Planning | 94,746 | $320.53万 | 0.00% | -8,005 | 减仓 |
| EJMK Ventures LLC | 90,748 | $307.00万 | 1.71% | -41,234 | 减仓 |
| Strive Financial Group ,LLC | 81,406 | $275.40万 | 1.46% | 684 | 加仓 |
| Alteri Wealth LLC | 77,858 | $263.39万 | 0.85% | -358 | 减仓 |
| Paragon Private Wealth Management, LLC | 74,535 | $252.15万 | 0.79% | -2,869 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 74,365 | $251.60万 | 0.01% | 6,457 | 加仓 |
| Ignite Planners, LLC | 62,320 | $209.17万 | 0.32% | -1,995 | 减仓 |
| Discipline Wealth Solutions, LLC | 60,033 | $203.09万 | 0.21% | 1,691 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 54,641 | $184.85万 | 0.00% | 655 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 54,169 | $183.25万 | 0.00% | 54,169 | 新建仓 |
| Faithward Advisors, LLC | 53,756 | $181.86万 | 0.25% | 8,947 | 加仓 |
| Stirlingshire Investments, Inc. | 49,340 | $166.92万 | 1.46% | 1,134 | 加仓 |
| Simplicity Wealth,LLC | 48,796 | $165.08万 | 0.09% | -695 | 减仓 |
| UNIQUE WEALTH, LLC | 40,328 | $136.43万 | 0.19% | 2,592 | 加仓 |
| Integrity Wealth Partners, LLC | 39,798 | $134.64万 | 1.21% | — | — |
| Private Advisor Group, LLC | 39,772 | $134.55万 | 0.01% | -23,364 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 36,500 | $123.48万 | 0.00% | -17,610 | 重新持有 |
| Carter Financial Group, INC. | 36,342 | $122.94万 | 0.76% | -1,205 | 减仓 |
| GTS SECURITIES LLC | 28,214 | $95.45万 | 0.03% | -7,232 | 减仓 |
| Rossby Financial, LCC | 27,082 | $92.32万 | 0.19% | -299 | 减仓 |
| LPL Financial LLC | 26,008 | $87.98万 | 0.00% | 4,553 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 24,963 | $84.45万 | 0.02% | 3,160 | 加仓 |
| Summit Financial, LLC | 23,223 | $78.56万 | 0.01% | -1,444 | 减仓 |
| Vise Technologies, Inc. | 22,350 | $77.69万 | 0.02% | 0 | 不变 |
| Axim Planning & Wealth | 22,656 | $76.65万 | 0.93% | 1,043 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,913 | $60.60万 | 0.00% | 4,311 | 加仓 |
| IHT Wealth Management, LLC | 17,682 | $59.82万 | 0.01% | 2,668 | 加仓 |
| Empirical Asset Management, LLC | 16,501 | $55.82万 | 0.14% | 555 | 加仓 |
| VICTORY FINANCIAL GROUP, LLC | 14,720 | $49.80万 | 0.06% | -7,828 | 减仓 |
| Independent Wealth Network Inc. | 14,239 | $48.17万 | 0.14% | 0 | 不变 |
| Rothschild Wealth LLC | 14,126 | $47.79万 | 0.04% | 14,126 | 新建仓 |
| Ethos Financial Group, LLC | 13,569 | $45.90万 | 0.03% | 0 | 不变 |
| Onyx Bridge Wealth Group LLC | 13,353 | $45.17万 | 0.05% | 0 | 不变 |
| Latitude Advisors, LLC | 13,301 | $45.00万 | 0.21% | 1,439 | 加仓 |
| Revisor Wealth Management LLC | 12,600 | $42.63万 | 0.12% | 12,600 | 新建仓 |
内部人交易（Form 4）
ZECP 董事、高管和大股东的最新买卖申报。专业版可看 🔒