SEPI — Scm Trust 机构持仓 · 2026年Q2
谁持有 Scm Trust（SEPI）？2026年Q2（报告期截至 2026-06-30）共有 23 家机构在 SEC 13F 申报中报告持有，合计 1.33 亿美元。前几大持有机构：Shelton Capital Management（5,490.00 万美元）、Raymond James Financial Inc（1,660.00 万美元）、LPL Financial LLC（1,320.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | SHELTON CAPITAL MANAGEMENT | $54.9M | 2.0M | 增持 |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.6M | 594,985 | 增持 |
| 3 | LPL Financial LLC | $13.2M | 474,947 | 增持 |
| 4 | Good Steward Wealth Advisors,LLC | $11.5M | 413,875 | 增持 |
| 5 | Joseph Group Capital Management | $8.1M | 289,766 | 新建仓 |
| 6 | FOCUSED ALPHA, LLC | $7.1M | 254,510 | 减持 |
| 7 | Steward Partners Investment Advisory, LLC | $5.9M | 212,045 | 增持 |
| 8 | Hilton Head Capital Partners, LLC | $5.6M | 202,683 | 增持 |
| 9 | Investment Planning Advisors, Inc. | $2.6M | 92,064 | 增持 |
| 10 | Royal Bank of Canada | $2.5M | 89,645 | 增持 |
| 11 | Carson Advisory Inc. | $1.6M | 57,836 | 增持 |
| 12 | IHT Wealth Management, LLC | $1.3M | 46,254 | 新建仓 |
| 13 | IFG Advisory, LLC | $773,468 | 27,773 | 新建仓 |
| 14 | Western Wealth Management, LLC | $557,975 | 20,035 | 增持 |
| 15 | Private Advisor Group, LLC | $509,126 | 18,281 | 增持 |
| 16 | Global Retirement Partners, LLC | $222,800 | 8,000 | 新建仓 |
| 17 | CITADEL ADVISORS LLC | $222,243 | 7,980 | 新建仓 |
| 18 | PITTENGER & ANDERSON INC | $43,864 | 1,575 | 持平 |
| 19 | JONES FINANCIAL COMPANIES LLLP | $11,704 | 423 | 新建仓 |
| 20 | HARBOUR INVESTMENTS, INC. | $2,265 | 81 | 新建仓 |
| 21 | DHJJ Financial Advisors, Ltd. | $446 | 16 | 持平 |
| 22 | JANE STREET GROUP, LLC | $0 | 0 | 清仓 |
| 23 | Golden State Equity Partners | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30