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
KC KM Capital Management Ltd.分散型投资策略	US$2.1亿	+43.1%	48 -28	DFUS	2026-06-30
AW Aegis Wealth Management LLC分散型投资策略	US$2.1亿	+21.6%	160 +42	IVV	2026-06-30
GL Gerber, LLC分散型投资策略	US$2.1亿	+18.7%	96 +8	DRSK	2026-06-30
LF Legacy Financial Independent Advisors LLC分散型投资策略	US$2.1亿	+10.6%	124 +11	AMLP	2026-06-30
FC First County Bank /CT/分散型投资策略	US$2.1亿	+13.4%	385 +11	VTV	2026-06-30
EP Equinox Partners Investment Management LLC逆势操作型	US$2.1亿	-13.4%	12 +1	KOS	2026-06-30
CA Cape Ann Savings Bank分散型投资策略	US$2.1亿	+6.7%	113 -8	EFA	2026-06-30
AL Afbi LP集中型投资策略	US$2.1亿	+61.9%	1	VOO	2026-06-30
BD Blue Door Asset Management, LLC行业集中型	US$2.1亿	+33.8%	21 +3	FLEX	2026-06-30
TC Taconic Capital Advisors LP趋势追踪型	US$2.1亿	-7.4%	25 +10	VTOL	2026-06-30
N& Novak & Powell Financial Services, Inc.分散型投资策略	US$2.1亿	+14.3%	171 +7	QQQ	2026-06-30
II Insight Inv LLC分散型投资策略	US$2.1亿	+16.1%	109 +5	MRVL	2026-06-30
KW Kinetic Wealth Investment Advisors LLC长期持有型	US$2.1亿	—	64	VONG	2026-06-30
EC English Capital Management LLC高品质投资策略	US$2.1亿	+24.2%	36	ARW	2026-06-30
SG Straightline Group LLC行业集中型	US$2.1亿	+5.5%	19 +2	XTRE	2026-06-30
GC GSI Capital Advisors LLC行业集中型	US$2.1亿	+15.1%	58	WELL	2026-06-30
BD Banque de Luxembourg S.A.分散型投资策略	US$2.1亿	+9.7%	78 +1	SPY	2026-06-30
SF Sun Financial Inc分散型投资策略	US$2.1亿	+6.2%	161 +2	FTHI	2026-06-30
FI Fpc Investment Advisory, Inc.行业集中型	US$2.1亿	+5.7%	36 +2	SCHX	2026-06-30
DJ David J Yvars Group分散型投资策略	US$2.1亿	+18.4%	106 +14	IVV	2026-06-30
CF Clark Financial Services Group Inc /bd分散型投资策略	US$2.1亿	+14.8%	158 -29	VOO	2026-06-30
AA Addison Advisors LLC分散型投资策略	US$2.1亿	-53.2%	856 -417	VIG	2026-06-30
SL StoryOne LLC分散型投资策略	US$2.1亿	+19.3%	79 +6	QQQ	2026-06-30
PC Panoramic Capital Partners, LLC行业集中型	US$2.1亿	+30.3%	72 +9	IVV	2026-06-30
MI Merrion Investment Management Co, LLC分散型投资策略	US$2.1亿	+13.6%	106 -3	GOOG	2026-06-30
HB Henderson Brothers Financial Partners, LLC分散型投资策略	US$2.1亿	-46.5%	77 -28	SPYM	2026-06-30
AF Alpine Fox Capital LLC行业集中型	US$2.1亿	+37.2%	24 +7	CIFR	2026-06-30
RF RCS Financial Planning, LLC分散型投资策略	US$2.1亿	+9.6%	102 +4	DFAC	2026-06-30
I& Investments & Financial Planning, LLC行业集中型	US$2.1亿	+15.0%	40 +4	VB	2026-06-30
KR Kaufman Rossin Wealth, LLC分散型投资策略	US$2.1亿	+21.0%	112 +14	BSVO	2026-06-30
TF Tilia Fiduciary Partners, Inc.分散型投资策略	US$2.1亿	+15.9%	127 +12	AMD	2026-06-30
MA McCarthy Asset Management, Inc.趋势追踪型	US$2.1亿	+10.1%	29 +2	VIG	2026-06-30
KA Kure Advisory, LLC分散型投资策略	US$2.1亿	+14.9%	62 +6	DFAU	2026-06-30
WC Wisconsin Capital Management LLC分散型投资策略	US$2.1亿	+15.7%	47 -4	NVDA	2026-06-30
SI Stegner Investment Associates Inc.行业集中型	US$2.1亿	+15.2%	31 +2	IVW	2026-06-30
AP Aristotle Pacific Capital, LLC趋势追踪型	US$2.1亿	+71.0%	5	BKLN	2026-06-30
TC Three Cord True Wealth Management, LLC行业集中型	US$2.1亿	+16.8%	43 +4	SPYG	2026-06-30
BI Beckerman Institutional, LLC分散型投资策略	US$2.1亿	+11.7%	124 +3	BRK-B	2026-06-30
B& Bradley & Co. Private Wealth Management, LLC分散型投资策略	US$2.1亿	+10.6%	272 +6	GOOG	2026-06-30
IV Index Venture Growth Associates V Ltd集中型投资策略	US$2.1亿	+13.8%	3	HOOD	2026-06-30
BF Baron Financial Group, LLC分散型投资策略	US$2.1亿	+13.0%	56 +3	SPY	2026-06-30
FI Fischer Investment Strategies, LLC分散型投资策略	US$2.1亿	+22.1%	49 -2	DFUV	2026-06-30
AW Arcadia Wealth Management, Inc.趋势追踪型	US$2.1亿	+13.4%	58 +3	AVUS	2026-06-30
AW apricus wealth, LLC分散型投资策略	US$2.1亿	+2.1%	129 +9	ABBV	2026-06-30
SC Shearwater Capital LLC趋势追踪型	US$2.1亿	+9.8%	65 -6	DFAC	2026-06-30
TI Trust Investment Advisors分散型投资策略	US$2.1亿	+22.5%	98 +8	LLY	2026-06-30
IF Integrity Financial Corp /WA分散型投资策略	US$2.1亿	+4.1%	292	SPY	2026-06-30
S& Sherrill & Hutchins Financial Advisory, Inc行业集中型	US$2.1亿	+23.6%	20 +5	VONE	2026-06-30
SW Sard Wealth Management Group, LLC分散型投资策略	US$2.1亿	+13.7%	61 +1	FV	2026-06-30
HI Humankind Investments LLC行业集中型	US$2.1亿	+19.4%	22 +2	QQQ	2026-06-30
PI Panoramic Investment Advisors, LLC分散型投资策略	US$2.1亿	+13.1%	141 +11	SPYM	2026-06-30

显示第 6,325-6,375 条，共 13,276 家机构