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LVHI — Legg Mason ETF Invt 机构持仓 · 2026年Q3

谁持有 Legg Mason ETF Invt(LVHI)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 8,012.48 万美元。前几大持有机构:Insight Wealth Strategies, LLC(3,690.00 万美元)、Planning Strategies Inc.(1,790.00 万美元)、Oak Grove Capital LLC(720.00 万美元)。

排名机构市值股数变动
1Insight Wealth Strategies, LLC$36.9M885,376增持
2Planning Strategies Inc.$17.9M429,932增持
3Oak Grove Capital LLC$7.2M171,800增持
4Prota Financial, LLC$5.5M131,526增持
5Farther Finance Advisors, LLC$2.5M60,590减持
6Freestate Advisors LLC$2.4M56,465减持
7TITLEIST ASSET MANAGEMENT, LLC$1.8M44,245减持
8Avidian Wealth Enterprises, LLC$1.3M32,098增持
9Galvin, Gaustad & Stein, LLC$1.2M27,909增持
10Balefire, LLC$1.0M25,057减持
11Nautilus Advisors LLC$830,54319,912增持
12Elm3 Financial Group, LLC$304,5667,302减持
13Harpswell Capital Advisors, LLC$291,9707,000新建仓
14ACT WEALTH MANAGEMENT, LLC$247,6545,938增持
15STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$236,2645,664增持
16OxenFree Capital LLC$229,2365,493增持
17First Heartland Consultants, Inc.$211,1245,062新建仓
18Bank of New Hampshire$12,513300持平
19ARMSTRONG ADVISORY GROUP, INC$7,383177新建仓
20Trust Co$00清仓
21CoreCap Advisors, LLC$00清仓
22Retireful, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30