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
SF Sage Financial Management Group, Inc.分散型投资策略	US$3.6亿	+11.9%	61 +4	IVV	2026-06-30
EC Elevated Capital Advisors, LLC分散型投资策略	US$3.6亿	-8.5%	849 +6	VUG	2026-06-30
TF Tilson Financial Group, Inc.分散型投资策略	US$3.6亿	+9.1%	86 +7	VCRB	2026-06-30
RW Reliant Wealth Planning行业集中型	US$3.6亿	+9.9%	54 +3	DIVO	2026-06-30
AI AIMZ Investment Advisors, LLC分散型投资策略	US$3.6亿	+12.3%	153 +14	AAPL	2026-06-30
GC GFG Capital, LLC分散型投资策略	US$3.6亿	+16.1%	155 +12	AAPL	2026-06-30
GC Glynn Capital Management LLC行业集中型	US$3.6亿	+73.7%	43 +1	OSCR	2026-06-30
RB Raub Brock Capital Management LP分散型投资策略	US$3.6亿	-8.0%	45 +2	IEF	2026-06-30
PW Purus Wealth Management, LLC分散型投资策略	US$3.6亿	+15.8%	171 +14	NVDA	2026-06-30
UF Urban Financial Advisory Corp长期持有型	US$3.6亿	+28.3%	54 -3	SPY	2026-06-30
WI Westbourne Investment Advisors, Inc.分散型投资策略	US$3.6亿	+5.7%	120 +5	GOOGL	2026-06-30
HA Hamel Associates, Inc.分散型投资策略	US$3.6亿	+3.5%	92 +11	SCHY	2026-06-30
OG O'Brien Greene & Co. Inc分散型投资策略	US$3.6亿	+2.6%	199 +7	IBKR	2026-06-30
WM Wealth Management Associates, Inc.分散型投资策略	US$3.6亿	+25.1%	254 +20	AAPL	2026-06-30
FC Foresite Capital Management V, LLC集中型投资策略	US$3.6亿	+33.7%	9	ALMS	2026-06-30
AW Alteri Wealth LLC分散型投资策略	US$3.6亿	+17.3%	296 +4	AAPL	2026-06-30
SI Saxon Interests, Inc.分散型投资策略	US$3.6亿	+24.8%	238 +14	PRF	2026-06-30
FP Francisco Partners Management, LP集中型投资策略	US$3.6亿	+23.9%	3	LZ	2026-06-30
PC Pamplona Capital Management, LLC集中型投资策略	US$3.6亿	-23.6%	5	SWIM	2026-06-30
SF Solitude Financial Services趋势追踪型	US$3.6亿	+6.8%	42 +3	SPYM	2026-06-30
PC ParaFi Capital LP行业集中型	US$3.6亿	-19.4%	24 +2	IBIT	2026-06-30
HP HT Partners LLC集中型投资策略	US$3.6亿	+9.4%	53 -2	SCHB	2026-06-30
MG Mass General Brigham, Inc集中型投资策略	US$3.6亿	-23.0%	6	ACWI	2026-06-30
WW WT Wealth Management分散型投资策略	US$3.6亿	+7.3%	138	SCHB	2026-06-30
DF Demars Financial Group, LLC分散型投资策略	US$3.6亿	+18.8%	113 +10	SPHQ	2026-06-30
LK Lawson Kroeker Investment Management Inc/ne分散型投资策略	US$3.6亿	+5.1%	59	TPL	2026-06-30
SA Spectrum Asset Management, Inc.分散型投资策略	US$3.6亿	+14.5%	130 +9	WFC	2026-06-30
KF Kentucky Farm Bureau Mutual Insurance Co分散型投资策略	US$3.6亿	+9.4%	69 +4	SPY	2026-06-30
EF Equita Financial Network, Inc.分散型投资策略	US$3.6亿	+13.3%	95 +8	VTI	2026-06-30
MF Morling Financial Advisors, LLC分散型投资策略	US$3.6亿	+10.7%	123 +15	VTI	2026-06-30
MS MADDEN SECURITIES Corp分散型投资策略	US$3.6亿	+8.2%	118 +5	SPYI	2026-06-30
BC Barometer Capital Management Inc.分散型投资策略	US$3.6亿	+23.2%	136 +22	CAT	2026-06-30
PC PL Capital Advisors, LLC行业集中型	US$3.6亿	+8.5%	31 +1	FISI	2026-06-30
GP Gen-Wealth Partners Inc分散型投资策略	US$3.6亿	+13.3%	722 -6	SPYM	2026-06-30
BW Bryant Woods Investment Advisors, LLC行业集中型	US$3.6亿	+32.3%	85 +27	IVV	2026-06-30
RF Resurgent Financial Advisors LLC分散型投资策略	US$3.6亿	+29.8%	316 +56	GOOGL	2026-06-30
HI Horizon Investment Services, LLC分散型投资策略	US$3.6亿	+25.1%	143 +6	LRCX	2026-06-30
MI Man Investment Partners高频交易型	US$3.6亿	+326.2%	6	—	2026-06-30
FI Freedom Investment Management, Inc.分散型投资策略	US$3.6亿	+6.6%	156 +3	DUHP	2026-06-30
PI PCA Investment Advisory Services Inc.分散型投资策略	US$3.6亿	+19.6%	59 +2	IVV	2026-06-30
MA Members Advisory Group LLC行业集中型	US$3.6亿	+22.9%	42 +6	SCHB	2026-06-30
EA Extract Advisors LLC行业集中型	US$3.6亿	+24.7%	31 -1	SPY	2026-06-30
PI Portland Investment Counsel Inc.分散型投资策略	US$3.6亿	+14.9%	58 +3	CI	2026-06-30
GF Greystone Financial Group, LLC分散型投资策略	US$3.6亿	+1.3%	74 -4	BSV	2026-06-30
PF Providence First Trust Co分散型投资策略	US$3.6亿	+25.7%	196 +17	MINT	2026-06-30
ML Metropolitan Life Insurance Co/ny趋势追踪型	US$3.6亿	+8.9%	11	SPY	2026-06-30
SL Sentry LLC行业集中型	US$3.6亿	+13.7%	132 +14	FDX	2026-06-30
PC Permit Capital, LLC趋势追踪型	US$3.6亿	+21.4%	20 +1	SBAC	2026-06-30
MV Menlo Ventures Management, L.P.集中型投资策略	US$3.6亿	+9.3%	3	CHYM	2026-06-30
B& Barrett & Company, Inc.分散型投资策略	US$3.6亿	+22.9%	707 +55	VTI	2026-06-30
GW Guardian Wealth Management, LLC趋势追踪型	US$3.6亿	+8.2%	30	DFUV	2026-06-30

显示第 4,693-4,743 条，共 13,276 家机构