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FDVV — Fidelity Covington Trust 机构持仓 · 2026年Q3

谁持有 Fidelity Covington Trust(FDVV)?2026年Q3(报告期截至 2026-09-30)共有 24 家机构在 SEC 13F 申报中报告持有,合计 4,418.62 万美元。前几大持有机构:Independence Financial Advisors, LLC(1,430.00 万美元)、Sapient Capital LLC(1,110.00 万美元)、Tompkins Financial Corp(700.00 万美元)。

排名机构市值股数变动
1Independence Financial Advisors, LLC$14.3M235,945增持
2SAPIENT CAPITAL LLC$11.1M182,812增持
3TOMPKINS FINANCIAL CORP$7.0M114,586增持
4RFG - Bristol Wealth Advisors, LLC$3.7M61,241减持
5Ballew Advisors, Inc$1.8M30,029减持
6CoreCap Advisors, LLC$1.6M26,147增持
7Capital Advisors Wealth Management, LLC$836,29313,771增持
8Sound Income Strategies, LLC$821,93613,356减持
9TITLEIST ASSET MANAGEMENT, LLC$635,56910,465新建仓
10Farther Finance Advisors, LLC$403,2076,639减持
11Retireful, LLC$380,8386,271新建仓
12Atlas Brown,Inc.$324,6425,346增持
13FINANCIAL MANAGEMENT NETWORK INC$274,9974,514新建仓
14Breakwater Capital Group$254,3374,188持平
15MKD WEALTH COACHES, LLC$232,5173,829减持
16VALLEY WEALTH MANAGERS, INC.$197,6233,254持平
17ARMSTRONG ADVISORY GROUP, INC$144,3512,377增持
18Roxbury Financial LLC$71,2141,173持平
19Horrell Capital Management, Inc.$45,548750持平
20Hickory Point Bank & Trust$18,219300新建仓
21CX Institutional$12,000194增持
22Central Pacific Bank - Trust Division$4,67677持平
23Trust Co$1,82230持平
24RHODES INVESTMENT ADVISORS INC /ADV$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30