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
SI Sentry Investment Management LLC集中型投资策略	US$1.7亿	+15.3%	1	VOO	2026-06-30
US Up Strategic Wealth Investment Advisors LLC分散型投资策略	US$1.7亿	+5.8%	104 +6	VEA	2026-06-30
VF Valpey Financial Services, LLC分散型投资策略	US$1.7亿	+9.2%	76 +1	VTV	2026-06-30
KK Karl Kapital LLC行业集中型	US$1.7亿	+16.3%	25 +3	COMP	2026-06-30
RC Runnymede Capital Advisors, Inc.分散型投资策略	US$1.7亿	+44.1%	77 +2	MU	2026-06-30
SV Sarver Vrooman Wealth Advisors集中型投资策略	US$1.7亿	+3.3%	145 +7	SCHD	2026-06-30
II Income Insurance Ltd分散型投资策略	US$1.7亿	+14.1%	184 +20	NVDA	2026-06-30
PC Pincus Capital Management, LP分散型投资策略	US$1.7亿	+16.8%	52 +2	PG	2026-06-30
EL Evansbrook LLC分散型投资策略	US$1.7亿	+12.2%	127 +14	SPY	2026-06-30
BV Boxwood Ventures, Inc.逆势操作型	US$1.7亿	+77.6%	37 +4	VEU	2026-06-30
GE General Equity Holdings LP行业集中型	US$1.7亿	+24.3%	13 +2	CVNA	2026-06-30
IV Index Venture Growth Associates IV Ltd集中型投资策略	US$1.7亿	+2.8%	2	TTAN	2026-06-30
MW MFA Wealth Services分散型投资策略	US$1.7亿	+10.8%	134 +11	IVV	2026-06-30
FC Fairscale Capital, LLC分散型投资策略	US$1.7亿	+15.8%	441 +4	VOO	2026-06-30
EP Eddie Patel Inc分散型投资策略	US$1.7亿	+28.6%	127 +32	QQQ	2026-06-30
GW Genesis Wealth Advisors, LLC分散型投资策略	US$1.7亿	+11.7%	72 +8	SPY	2026-06-30
TD Thompson Davis & Co., Inc.趋势追踪型	US$1.7亿	+11.5%	168 +27	SMID	2026-06-30
LA Lummis Asset Management, LP分散型投资策略	US$1.7亿	-0.1%	221 +27	MTDR	2026-06-30
GF GEN Financial Management, INC.趋势追踪型	US$1.7亿	+3.5%	42 -9	SCHX	2026-06-30
AF Amara Financial, LLC.行业集中型	US$1.7亿	+15.2%	48 +3	MGK	2026-06-30
SO Silver Oak Wealth Advisors Services, LLC行业集中型	US$1.7亿	+8.5%	40 +1	VTIP	2026-06-30
US U S Wealth Group, LLC.分散型投资策略	US$1.7亿	+12.9%	47 +6	TLT	2026-06-30
RS Robinson Smith Wealth Advisors LLC分散型投资策略	US$1.7亿	+12.9%	98 +14	SCHB	2026-06-30
CF Custos Family Office, LLC分散型投资策略	US$1.7亿	+15.4%	71 +4	IVV	2026-06-30
SR Strong Retirement Solutions LLC分散型投资策略	US$1.7亿	+16.9%	82 -4	ACIO	2026-06-30
MF Mcintyre Freedman & Flynn Investment Advisers Inc分散型投资策略	US$1.7亿	-5.5%	84 +3	AMAT	2026-06-30
AA Ackerman Asset Management, LLC行业集中型	US$1.7亿	+16.3%	38 +3	IVV	2026-06-30
EW Evergreen Wealth Partners LLC分散型投资策略	US$1.7亿	+27.3%	89 +5	VONG	2026-06-30
OW Orca Wealth Management, LLC分散型投资策略	US$1.7亿	+18.6%	83 +16	AAPL	2026-06-30
LW Lauer Wealth, LLC分散型投资策略	US$1.7亿	+32.7%	75 +8	QQQ	2026-06-30
GA Grand Alliance Asset Management Ltd行业集中型	US$1.7亿	+0.8%	15 +2	LITE	2026-06-30
WW Wright Wealth LLC分散型投资策略	US$1.7亿	+11.4%	73 +4	RSSB	2026-06-30
IR Iat Reinsurance Co LTD.分散型投资策略	US$1.7亿	-46.2%	77 +10	NAM TAI G63907-10-2 PRIVATE	2026-06-30
CW Copia Wealth Management分散型投资策略	US$1.7亿	+14.4%	570 +38	BUXX	2026-06-30
KF Keystone Financial Services, LLC分散型投资策略	US$1.7亿	+11.9%	61 +3	VOOG	2026-06-30
HA Harber Asset Management LLC趋势追踪型	US$1.7亿	+6.4%	39 -2	MRVL	2026-06-30
SH SeaTown Holdings Pte. Ltd.逆势操作型	US$1.7亿	+9.0%	15 -2	NVDA	2026-06-30
SM Silvia Mccoll Wealth Management, LLC分散型投资策略	US$1.7亿	+9.5%	122 +3	CGDV	2026-06-30
L- LFA - Lugano Financial Advisors SA分散型投资策略	US$1.7亿	-15.5%	274 +51	SPY	2026-06-30
MC Mainstream Capital Management LLC分散型投资策略	US$1.7亿	+11.4%	90 +2	JPST	2026-06-30
BC Bitterroot Capital Advisors LLC趋势追踪型	US$1.7亿	+0.8%	53 -7	SGOV	2026-06-30
KI Kurv Investment Management LLC高频交易型	US$1.7亿	-2.3%	54 -8	GOOGL	2026-06-30
CW Capstone Wealth Management Group, Inc.分散型投资策略	US$1.7亿	—	123	AAPL	2026-06-30
SF Shum Financial Group, Inc.分散型投资策略	US$1.7亿	+17.3%	106 +13	AAPL	2026-06-30
CC Cottonwood Capital Advisors, LLC分散型投资策略	US$1.7亿	+17.0%	88 +2	IYW	2026-06-30
ZC Zeit Capital LLC行业集中型	US$1.7亿	+11.0%	53	MGV	2026-06-30
RW Refined Wealth Management分散型投资策略	US$1.7亿	+4.6%	49 -1	VEA	2026-06-30
WA Westco Advisory Services Inc /adv分散型投资策略	US$1.7亿	+6.5%	99 -5	SPY	2026-06-30
SR S. R. Schill & Associates行业集中型	US$1.7亿	+11.9%	25 -4	IEFA	2026-06-30
GS Good Steward Wealth Advisors,LLC分散型投资策略	US$1.7亿	+6.5%	71 +3	VTI	2026-06-30
VW VERITY Wealth Advisors长期持有型	US$1.7亿	+10.6%	81	VTI	2026-06-30

显示第 7,039-7,089 条，共 13,277 家机构