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
OF Oak Family Advisors, LLC分散型投资策略	US$3.9亿	+10.1%	111 -12	SPY	2026-06-30
PW Private Wealth Advisors, LLC分散型投资策略	US$3.9亿	+9.9%	95	GLD	2026-06-30
SF SS&H Financial Advisors, Inc.分散型投资策略	US$3.9亿	+14.1%	130 +5	JPM	2026-06-30
FW ForthRight Wealth Management, LLC分散型投资策略	US$3.9亿	+10.9%	76 +1	VOO	2026-06-30
AI Access Investment Management LLC分散型投资策略	US$3.9亿	+4.0%	144 -13	URI	2026-06-30
LC Legacy CG, LLC分散型投资策略	US$3.9亿	+8.5%	45	BBEU	2026-06-30
DA Delta Air Lines, Inc.集中型投资策略	US$3.9亿	+3.4%	3	RJET	2026-06-30
FA First American Financial Corp集中型投资策略	US$3.9亿	+5.6%	3	VOO	2026-06-30
WF Websterrogers Financial Advisors, LLC分散型投资策略	US$3.9亿	+11.7%	103 +8	VUG	2026-06-30
QP Quantum Private Wealth, LLC分散型投资策略	US$3.9亿	+20.5%	171 +6	AAPL	2026-06-30
FA Focused Alpha, LLC分散型投资策略	US$3.9亿	+20.5%	264 +17	IVV	2026-06-30
HI HTG Investment Advisors, Inc.分散型投资策略	US$3.9亿	+11.0%	88 +3	DFAC	2026-06-30
CV Central Valley Advisors, LLC分散型投资策略	US$3.9亿	+6.4%	226	VTWO	2026-06-30
AR Apeiron RIA LLC分散型投资策略	US$3.9亿	-9.7%	162 -42	IVV	2026-06-30
LW LongView Wealth Management分散型投资策略	US$3.9亿	-2.1%	227 -20	SCHD	2026-06-30
CC Checkpoint Capital L.P.集中型投资策略	US$3.9亿	+39.9%	6 -2	RYTM	2026-06-30
LW Legacy Wealth Management, LLC / MS分散型投资策略	US$3.9亿	+11.0%	114 +8	NVDA	2026-06-30
SM Smart Money Group LLC集中型投资策略	US$3.9亿	+13.3%	86 +2	YOKE	2026-06-30
SA Supplemental Annuity Collective Trust of NJ分散型投资策略	US$3.9亿	+9.8%	298 +1	NVDA	2026-06-30
NF Narus Financial Partners, LLC行业集中型	US$3.9亿	+2.0%	177 +14	WMT	2026-06-30
TC Trust Co Of Oklahoma分散型投资策略	US$3.9亿	+13.4%	185 +1	VGT	2026-06-30
TF Trinity Financial Advisors LLC分散型投资策略	US$3.9亿	+10.8%	95 +6	SPY	2026-06-30
CW Cedar Wealth Management, LLC分散型投资策略	US$3.9亿	+13.2%	92 +3	VTI	2026-06-30
SC St. Clair Advisors, LLC长期持有型	US$3.9亿	+3.4%	78 -4	IVV	2026-06-30
MA MSA Advisors, LLC趋势追踪型	US$3.9亿	+16.8%	43 -7	APO	2026-06-30
KF Keystone Financial Services分散型投资策略	US$3.9亿	+14.0%	283 +24	IVV	2026-06-30
PW Provident Wealth Management, LLC分散型投资策略	US$3.9亿	+17.5%	161 +27	TSPA	2026-06-30
VF Valley Forge Investment Consultants Inc Adv趋势追踪型	US$3.9亿	+16.4%	86 +3	IVV	2026-06-30
KF Keystone Financial Planning, Inc.集中型投资策略	US$3.9亿	+3.6%	39 -1	SCHD	2026-06-30
PM Puzo Michael J分散型投资策略	US$3.9亿	+12.9%	368 -11	AMD	2026-06-30
TB Terril Brothers, Inc.分散型投资策略	US$3.9亿	+6.7%	71 -4	C	2026-06-30
PO Post Oak Energy Holdings, LLC集中型投资策略	US$3.9亿	-13.7%	1	PR	2026-06-30
CD Cdam趋势追踪型	US$3.9亿	-14.1%	12 +1	CNM	2026-06-30
SC Stolper Co分散型投资策略	US$3.9亿	+12.4%	91 -5	BRK-B	2026-06-30
OP Osprey Private Wealth LLC分散型投资策略	US$3.9亿	+12.1%	88 +11	GOOG	2026-06-30
SC Slotnik Capital, LLC高频交易型	US$3.9亿	+13.2%	28 +1	TMHC	2026-06-30
LA LOM Asset Management Ltd分散型投资策略	US$3.9亿	+11.2%	279 +1	AMAT	2026-06-30
DF Donoghue Forlines LLC分散型投资策略	US$3.9亿	+7.0%	114 -4	SPHY	2026-06-30
RM Rudius Management LP集中型投资策略	US$3.9亿	+8.1%	7 +1	VLTO	2026-06-30
PC Prairiewood Capital, LLC行业集中型	US$3.9亿	+11.6%	81 +4	FNDA	2026-06-30
GC Gate City Capital Management, LLC行业集中型	US$3.9亿	+50.2%	17 +1	EVC	2026-06-30
TC Topline Capital Management, LLC行业集中型	US$3.9亿	-36.3%	36 -7	PRAA	2026-06-30
BW Baron Wealth Management LLC分散型投资策略	US$3.9亿	+15.3%	304 +25	QUAL	2026-06-30
IF Independence Financial Advisors, LLC分散型投资策略	US$3.9亿	+15.7%	55 +4	FELG	2026-06-30
CI Capital Innovations LLC分散型投资策略	US$3.9亿	-3.5%	51 -2	WMB	2026-06-30
UA United Airlines Holdings, Inc.集中型投资策略	US$3.9亿	+83.0%	4 +1	RJET	2026-06-30
SF Seneca Financial Advisors LLC分散型投资策略	US$3.9亿	+12.8%	66 +2	SCHG	2026-06-30
CC Cutler Capital Management, LLC分散型投资策略	US$3.9亿	+4.1%	124 +8	AEM	2026-06-30
WC Windsor Capital Management, LLC分散型投资策略	US$3.8亿	+8.4%	127 +4	IVV	2026-06-30
PB Pinnacle Bancorp, Inc.分散型投资策略	US$3.8亿	+13.5%	921 +36	BRK-A	2026-06-30
JW Juncture Wealth Strategies, LLC分散型投资策略	US$3.8亿	+28.5%	179 +46	VV	2026-06-30

显示第 4,489-4,539 条，共 13,276 家机构