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 🔒 | ||||||||
2026Q2 买入最多
| Strive Financial Group ,LLC | 加仓 | $823.86万 |
| LPL Financial LLC | 加仓 | $754.10万 |
| GeoWealth Management, LLC | 加仓 | $591.95万 |
| CONTINENTAL INVESTORS SERVICES, INC. | 加仓 | $554.01万 |
| Farther Finance Advisors, LLC | 新建仓 | $514.38万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $344.97万 |
| Arete Wealth Advisors, LLC | 加仓 | $285.68万 |
| Rothschild Wealth LLC | 加仓 | $281.91万 |
| PKS Advisory Services, LLC | 新建仓 | $220.39万 |
| Advisory Services Network, LLC | 加仓 | $218.16万 |
| Koshinski Asset Management, Inc. | 加仓 | $116.70万 |
| Navigation Wealth Management, Inc. | 加仓 | $92.36万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $63.73万 |
| Advyzon Investment Management, LLC | 加仓 | $51.73万 |
| SeaCrest Wealth Management, LLC | 新建仓 | $46.21万 |
| GK Wealth Management LLC | 新建仓 | $30.92万 |
| UNIQUE WEALTH, LLC | 加仓 | $26.69万 |
| Latitude Advisors, LLC | 加仓 | $24.38万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $20.78万 |
| Sanctuary Advisors, LLC | 新建仓 | $20.38万 |
2026Q2 卖出最多
| CreativeOne Wealth, LLC | 清仓 | -$1,639.84万 |
| Wayfinding Financial, LLC | 减仓 | -$396.77万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$167.44万 |
| Private Advisor Group, LLC | 清仓 | -$134.55万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$123.48万 |
| GTS SECURITIES LLC | 清仓 | -$95.45万 |
| Advisory Advocates, LLC | 重新持有 | -$93.38万 |
| EJMK Ventures LLC | 减仓 | -$70.75万 |
| Vise Technologies, Inc. | 减仓 | -$55.13万 |
| Creative Planning | 减仓 | -$49.28万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$29.95万 |
| Axim Planning & Wealth | 减仓 | -$29.45万 |
| CITADEL ADVISORS LLC | 清仓 | -$23.88万 |
| Summit Financial, LLC | 减仓 | -$16.70万 |
| Virtue Capital Management, LLC | 减仓 | -$14.67万 |
| Faithward Advisors, LLC | 减仓 | -$14.46万 |
| Strategic Blueprint, LLC | 减仓 | -$12.72万 |
| PNC Financial Services Group, Inc. | 减仓 | -$9.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$8.88万 |
| CoreCap Advisors, LLC | 减仓 | -$7.26万 |
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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,256,889 | $4,743.50万 | 0.54% | 57,807 | 加仓 |
| GeoWealth Management, LLC | 968,590 | $3,655.46万 | 1.15% | 156,849 | 加仓 |
| Menard Financial Group LLC | 793,555 | $2,994.88万 | 16.30% | 2,997 | 加仓 |
| CONTINENTAL INVESTORS SERVICES, INC. | 591,061 | $2,288.08万 | 17.93% | 143,114 | 加仓 |
| Koshinski Asset Management, Inc. | 372,813 | $1,406.99万 | 0.75% | 30,923 | 加仓 |
| Strive Financial Group ,LLC | 299,705 | $1,131.09万 | 4.91% | 218,299 | 加仓 |
| TRUE Private Wealth Advisors | 233,900 | $882.74万 | 0.76% | 2,695 | 加仓 |
| LPL Financial LLC | 225,821 | $852.25万 | 0.00% | 199,813 | 加仓 |
| Arete Wealth Advisors, LLC | 251,786 | $778.90万 | 0.51% | 92,348 | 加仓 |
| Balboa Wealth Partners | 182,791 | $689.85万 | 0.94% | 196 | 加仓 |
| Navigation Wealth Management, Inc. | 180,380 | $680.75万 | 9.38% | 24,474 | 加仓 |
| Strategic Blueprint, LLC | 171,079 | $645.65万 | 0.32% | -3,370 | 减仓 |
| Virtue Capital Management, LLC | 166,152 | $627.06万 | 0.84% | -3,887 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 165,778 | $625.60万 | 0.01% | 91,413 | 加仓 |
| M1 Capital Management LLC | 157,364 | $593.89万 | 2.19% | 3,980 | 加仓 |
| Farther Finance Advisors, LLC | 136,296 | $514.38万 | 0.04% | 136,296 | 新建仓 |
| Advyzon Investment Management, LLC | 131,478 | $496.20万 | 0.36% | 13,708 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 91,373 | $344.84万 | 0.05% | -44,368 | 重新持有 |
| Rothschild Wealth LLC | 88,824 | $335.22万 | 0.27% | 74,698 | 加仓 |
| Creative Planning | 81,687 | $308.29万 | 0.00% | -13,059 | 减仓 |
| Alteri Wealth LLC | 76,345 | $288.13万 | 0.80% | -1,513 | 减仓 |
| Paragon Private Wealth Management, LLC | 76,200 | $287.58万 | 0.75% | 1,665 | 加仓 |
| EJMK Ventures LLC | 72,000 | $271.73万 | 1.23% | -18,748 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 71,055 | $268.16万 | 0.00% | 16,886 | 加仓 |
| Ignite Planners, LLC | 63,293 | $238.87万 | 0.33% | 973 | 加仓 |
| Discipline Wealth Solutions, LLC | 62,244 | $234.91万 | 0.20% | 2,211 | 加仓 |
| Wayfinding Financial, LLC | 59,051 | $222.80万 | 0.84% | -105,159 | 减仓 |
| PKS Advisory Services, LLC | 58,396 | $220.39万 | 0.35% | 58,396 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 52,288 | $197.34万 | 0.00% | -2,353 | 减仓 |
| Simplicity Wealth,LLC | 50,670 | $191.23万 | 0.06% | 1,874 | 加仓 |
| Faithward Advisors, LLC | 49,924 | $188.41万 | 0.23% | -3,832 | 减仓 |
| Stirlingshire Investments, Inc. | 49,507 | $186.84万 | 1.39% | 167 | 加仓 |
| UNIQUE WEALTH, LLC | 47,401 | $178.89万 | 0.21% | 7,073 | 加仓 |
| Carter Financial Group, INC. | 36,973 | $139.54万 | 0.72% | 631 | 加仓 |
| Rossby Financial, LCC | 27,082 | $102.21万 | 0.19% | 0 | 不变 |
| Vantus Wealth LLC | 26,790 | $101.11万 | 0.54% | — | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 26,053 | $98.32万 | 0.02% | 1,090 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,118 | $79.70万 | 0.00% | 3,205 | 加仓 |
| IHT Wealth Management, LLC | 19,829 | $74.83万 | 0.02% | 2,147 | 加仓 |
| Latitude Advisors, LLC | 19,761 | $74.58万 | 0.30% | 6,460 | 加仓 |
| OceanIQ Capital, LLC | 19,339 | $74.49万 | 0.45% | — | — |
| Summit Financial, LLC | 18,798 | $70.94万 | 0.01% | -4,425 | 减仓 |
| Empirical Asset Management, LLC | 15,556 | $58.71万 | 0.13% | -945 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 15,364 | $57.98万 | 0.01% | 5,506 | 加仓 |
| Advisory Advocates, LLC | 15,323 | $57.83万 | 0.50% | -24,743 | 重新持有 |
| Axim Planning & Wealth | 14,852 | $56.05万 | 0.78% | -7,804 | 减仓 |
| Independent Wealth Network Inc. | 14,239 | $53.74万 | 0.14% | 0 | 不变 |
| Ethos Financial Group, LLC | 13,567 | $50.65万 | 0.03% | -2 | 减仓 |
| Onyx Bridge Wealth Group LLC | 13,353 | $50.39万 | 0.05% | 0 | 不变 |
| SeaCrest Wealth Management, LLC | 12,244 | $46.21万 | 0.05% | 12,244 | 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 🔒