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。

13,277

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
NC Northland Capital Management LLC行业集中型	US$1.9亿	+1.4%	30 -1	XTEN	2026-06-30
MW Melfa Wealth Management, Inc.分散型投资策略	US$1.9亿	+6.5%	196 +1	VTI	2026-06-30
SM Santa Monica Partners LP行业集中型	US$1.9亿	+3.5%	13	TPLUSD	2026-06-30
AB Anchor Bay Capital, Inc.分散型投资策略	US$1.9亿	—	341	MCK	2026-06-30
PA Pps&v Asset Management Consultants, Inc.行业集中型	US$1.9亿	+13.1%	39 -2	IVV	2026-06-30
WF Wincap Financial LLC分散型投资策略	US$1.9亿	+23.2%	91 +4	EMEQ	2026-06-30
IF Integrated Financial Solutions, Inc.行业集中型	US$1.9亿	+28.5%	36 +4	AAPL	2026-06-30
AA American Alpha Advisors, LLC分散型投资策略	US$1.9亿	-1.6%	95 -1	EFA	2026-06-30
BA Byrne Asset Management LLC分散型投资策略	US$1.9亿	+8.4%	594 +25	GOOG	2026-06-30
WP Walnut Private Equity Partners, LLC行业集中型	US$1.9亿	+2.0%	15 +1	BX	2026-06-30
CP Compass Planning Associates Inc行业集中型	US$1.8亿	+18.3%	33 +3	BSV	2026-06-30
FF Farrell Financial LLC分散型投资策略	US$1.8亿	+10.5%	83 +7	VV	2026-06-30
ME Millstone Evans Group, LLC分散型投资策略	US$1.8亿	+10.9%	877 +21	NVDA	2026-06-30
PW Positano Wealth Management Ltd行业集中型	US$1.8亿	—	24	GOOGL	2026-06-30
SG Silver Grove Financial Group, Inc.分散型投资策略	US$1.8亿	+48.6%	2,450 +1,804	SECT	2026-06-30
WA WealthTrust Asset Management, LLC趋势追踪型	US$1.8亿	+10.3%	111 +13	WLTG	2026-06-30
TI Tru Independence Asset Management 2, LLC分散型投资策略	US$1.8亿	+13.6%	97 +15	DFAC	2026-06-30
HW Hibernia Wealth Partners, LLC分散型投资策略	US$1.8亿	-45.4%	82 -114	BIL	2026-06-30
IR Income Research & Management逆势操作型	US$1.8亿	+9.4%	30 +4	BAC 0.6 05-25-27 MTN	2026-06-30
DW Daner Wealth Management, LLC分散型投资策略	US$1.8亿	+8.4%	96 +8	DFAC	2026-06-30
DQ Dale Q Rice Investment Management Ltd行业集中型	US$1.8亿	+39.8%	68	USD	2026-06-30
ZY ZynergyRetirementPlanningLLC行业集中型	US$1.8亿	+11.5%	26	IVV	2026-06-30
SL Sanchez Levi Garrett分散型投资策略	US$1.8亿	+15.5%	75	VOO	2026-06-30
SM Sun Mountain Capital Ltd集中型投资策略	US$1.8亿	+62.7%	2 +1	IWF	2026-06-30
TC Tacita Capital Inc分散型投资策略	US$1.8亿	+9.1%	214 -24	ACWV	2026-06-30
EI Ervin Investment Management, LLC分散型投资策略	US$1.8亿	+7.8%	47	BRK-B	2026-06-30
CA Commerce Advisors, LLC分散型投资策略	US$1.8亿	+54.7%	128 +6	BOXX	2026-06-30
SW Sterling Wealth Advisors Inc趋势追踪型	US$1.8亿	+4.9%	20	DFAU	2026-06-30
TC Triavera Capital LLC趋势追踪型	US$1.8亿	+9.9%	15 -1	TSM	2026-06-30
BW BXM Wealth LLC分散型投资策略	US$1.8亿	+41.5%	163 +32	QQQ	2026-06-30
LC Legend Capital Advisors LLC行业集中型	US$1.8亿	+14.9%	62 -97	SNOW	2026-06-30
NL Northern Lights Advisors, Inc.分散型投资策略	US$1.8亿	+24.5%	72 +15	VEA	2026-06-30
MF Menard Financial Group LLC分散型投资策略	US$1.8亿	+28.4%	80 -2	ZECP	2026-06-30
KI Kestrel Investment Management CORP逆势操作型	US$1.8亿	+9.7%	40 +1	PHIN	2026-06-30
RP Retirement Planning Group, LLC / Ny分散型投资策略	US$1.8亿	+18.3%	108 +14	JEPI	2026-06-30
LW LeConte Wealth Management, LLC分散型投资策略	US$1.8亿	+18.6%	179 +27	RSP	2026-06-30
HG Herbst Group, LLC分散型投资策略	US$1.8亿	+13.3%	65 +6	QQQ	2026-06-30
MC Millennium Capital Advisors, LLC分散型投资策略	US$1.8亿	+12.9%	137 +4	AAPL	2026-06-30
AW Alpha Wealth Funds, LLC集中型投资策略	US$1.8亿	+22.9%	63 +22	SGOV	2026-06-30
BW BCO Wealth Management LLC行业集中型	US$1.8亿	+10.2%	45 +3	DFAC	2026-06-30
MC Mcguire Capital Advisors Inc分散型投资策略	US$1.8亿	+17.3%	915 +47	NVDA	2026-06-30
CI Cascade Investment Advisors, Inc.分散型投资策略	US$1.8亿	+8.5%	113 -3	AMAT	2026-06-30
CJ Caitlin John, LLC分散型投资策略	US$1.8亿	+9.9%	1,322 +126	BIL	2026-06-30
CC Crew Capital Management, Ltd分散型投资策略	US$1.8亿	+21.4%	112 +3	QQQ	2026-06-30
OI Opus Investment Management Inc逆势操作型	US$1.8亿	+9.2%	31 +1	VTI	2026-06-30
BW BNB Wealth Management, LLC分散型投资策略	US$1.8亿	+17.4%	94 +4	CGGO	2026-06-30
TI Tevis Investment Management分散型投资策略	US$1.8亿	+4.1%	104 +5	GBIL	2026-06-30
CW Cannon Wealth Management Services, LLC分散型投资策略	US$1.8亿	+23.6%	99 +14	SPYM	2026-06-30
TC TB Capital Gestao de Recursos Ltda.趋势追踪型	US$1.8亿	+11.8%	19 +2	BKNG	2026-06-30
XA XP Advisory US, Inc.集中型投资策略	US$1.8亿	—	81	SPY	2026-06-30
LW Legacies Wealth LLC趋势追踪型	US$1.8亿	+15.8%	109 +2	VTV	2026-06-30

显示第 6,733-6,783 条，共 13,277 家机构