机构 13F 申报

依各机构最新一期 SEC Form 13F 申报时间排序，最新申报者优先。数据来自 SEC EDGAR，每季更新——也可通过下方菜单改依申报市值、换手率或持股只数排序。

13,276

追踪机构数

SEC EDGAR

数据来源

每季度

更新频率

机构	资产规模	季增减	持股档数	最大持仓	最新申报季
JC Juniper Capital Advisors, L.P.集中型投资策略	US$2.2亿	-34.4%	2	BTE	2026-06-30
FF Financial Freedom, LLC分散型投资策略	US$2.2亿	+8.5%	107 -319	QQQ	2026-06-30
CI Cooper Investors Pty LTD趋势追踪型	US$2.2亿	-11.2%	39 -3	—	2026-06-30
SE Signature Equity Partners, LLC分散型投资策略	US$2.2亿	+16.9%	1,571 +21	AAPL	2026-06-30
DF Define Financial, LLC趋势追踪型	US$2.2亿	+18.2%	47 +6	AVUV	2026-06-30
CA Carson Advisory Inc.分散型投资策略	US$2.2亿	+12.9%	204 +16	HD	2026-06-30
XW Xxi Wealth, LLC分散型投资策略	US$2.2亿	+23.3%	226 +17	MU	2026-06-30
LC Legacy Capital Wealth Management, LLC分散型投资策略	US$2.2亿	+25.2%	80 +15	SPMO	2026-06-30
TC Turas Capital Management LP分散型投资策略	US$2.2亿	-44.4%	59 +22	CHRW	2026-06-30
RF RPD Fund Management LLC高频交易型	US$2.2亿	-28.9%	4 -7	SPY	2026-06-30
WW Wolff Wiese Magana LLC分散型投资策略	US$2.2亿	+20.0%	1,027 +44	MU	2026-06-30
PP Pearl Planning LLC分散型投资策略	US$2.2亿	+16.2%	58 +6	VOO	2026-06-30
HI Hager Investment Management Services, LLC分散型投资策略	US$2.2亿	+19.5%	352 +23	AVGO	2026-06-30
NC NEXTBio Capital Management LP趋势追踪型	US$2.2亿	+0.9%	22 -2	PTGX	2026-06-30
CW Carolina Wealth Management Inc分散型投资策略	US$2.2亿	—	114	SCHG	2026-06-30
CA Corrado Advisors, LLC分散型投资策略	US$2.2亿	+13.3%	120 +5	GOOGL	2026-06-30
DC Delta Capital Management LLC分散型投资策略	US$2.2亿	+19.5%	108 +4	MU	2026-06-30
EF Envision Financial LLC分散型投资策略	US$2.2亿	+16.8%	48 +2	VOO	2026-06-30
OF OmniStar Financial Group, Inc.分散型投资策略	US$2.2亿	+12.6%	118 +10	GLD	2026-06-30
EP Essential Partners LLC分散型投资策略	US$2.2亿	-27.0%	2,853 +5	PHYS	2026-06-30
JK Jones Kertz & Associates, Inc.分散型投资策略	US$2.2亿	+15.2%	66	KLAC	2026-06-30
GA Guardian Asset Advisors, LLC分散型投资策略	US$2.2亿	+26.7%	132 +30	AAPL	2026-06-30
BA Bellevue Asset Management, LLC分散型投资策略	US$2.2亿	+8.4%	578 +209	MSFT	2026-06-30
CA Chou Associates Management Inc.高品质投资策略	US$2.2亿	+3.0%	31	BRK-A	2026-06-30
FF Friedenthal Financial分散型投资策略	US$2.2亿	+8.6%	254 +10	ITOT	2026-06-30
SN Security National Bank Of So Dak分散型投资策略	US$2.2亿	+4.4%	346 +168	BKMI	2026-06-30
BR Ballast Rock Private Wealth LLC分散型投资策略	US$2.2亿	+19.8%	192 +15	PAAA	2026-06-30
TG Tenzing Global Management, LLC高频交易型	US$2.2亿	+79.5%	19 +5	IWM	2026-06-30
O3 OMNI 360 Wealth, Inc.分散型投资策略	US$2.2亿	+11.7%	135 +10	SPYM	2026-06-30
EG Enstar Group LTD行业集中型	US$2.2亿	-0.5%	11	JEPI	2026-06-30
IC Islay Capital Management, LLC分散型投资策略	US$2.2亿	+9.8%	231 +27	BIL	2026-06-30
BW Barnes Wealth Management Group, Inc分散型投资策略	US$2.2亿	+9.7%	195 +11	IVV	2026-06-30
SF Swp Financial LLC分散型投资策略	US$2.2亿	+10.3%	78 +7	IVV	2026-06-30
PC Paragon Capital Management LLC分散型投资策略	US$2.2亿	+7.0%	60 +3	AAPL	2026-06-30
GL GuidedMoney, LLC集中型投资策略	US$2.2亿	+13.4%	34 +5	VTI	2026-06-30
PI Pullen Investment Management, LLC分散型投资策略	US$2.2亿	+8.4%	98	VOO	2026-06-30
BF Brendel Financial Advisors LLC分散型投资策略	US$2.2亿	+6.9%	101 +6	SHW	2026-06-30
C& Chokshi & Queen Wealth Advisors, Inc行业集中型	US$2.2亿	+15.4%	60 -4	IVV	2026-06-30
PD Planning Directions Inc分散型投资策略	US$2.2亿	+9.3%	110 +4	IVE	2026-06-30
KC Kennicott Capital Management LLC行业集中型	US$2.2亿	+17.9%	46	QQQ	2026-06-30
SW Sharp Wealth Advisory, LLC分散型投资策略	US$2.2亿	+6.6%	127 +7	VTI	2026-06-30
JH J Hagan Capital, Inc.分散型投资策略	US$2.2亿	+16.5%	92 +9	QQQ	2026-06-30
AC Aua Capital Management, LLC趋势追踪型	US$2.2亿	+10.2%	84 +4	SPY	2026-06-30
PF Petra Financial Advisors Inc分散型投资策略	US$2.2亿	+33.5%	168 +51	JQUA	2026-06-30
FW FOCUS Wealth Advisors, LLC分散型投资策略	US$2.2亿	+5.4%	61 +2	FMAY	2026-06-30
CW Capstone Wealth Management, LLC分散型投资策略	US$2.2亿	+50.3%	188 +138	BSVO	2026-06-30
CW Capital Wealth Alliance, LLC分散型投资策略	US$2.2亿	-2.6%	99 +6	PSLV	2026-06-30
HC Hardin Capital Partners, LLC行业集中型	US$2.2亿	-0.1%	141 +1	LOW	2026-06-30
WI Wealth Intelligence, LLC趋势追踪型	US$2.2亿	+3.5%	59 +1	LOW	2026-06-30
FG Franchise GP Ltd高频交易型	US$2.2亿	-20.9%	39 +3	PDD	2026-06-30
CW Cornerstone Wealth Partners, LLC行业集中型	US$2.2亿	+22.0%	17 -2	AVUV	2026-06-30

显示第 6,223-6,273 条，共 13,276 家机构