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SPYI — Neos ETF Trust 机构持仓 · 2026年Q3

谁持有 Neos ETF Trust(SPYI)?2026年Q3(报告期截至 2026-09-30)共有 26 家机构在 SEC 13F 申报中报告持有,合计 1.18 亿美元。前几大持有机构:Gradient Investments LLC(5,820.00 万美元)、Farther Finance Advisors, LLC(1,650.00 万美元)、Prota Financial, LLC(590.00 万美元)。

排名机构市值股数变动
1Gradient Investments LLC$58.2M1.1M增持
2Farther Finance Advisors, LLC$16.5M310,827增持
3Prota Financial, LLC$5.9M109,917增持
4Sound Income Strategies, LLC$5.4M99,714减持
5Gainplan LLC$5.2M97,078增持
6Avidian Wealth Enterprises, LLC$4.3M80,926增持
7Investment Partners Asset Management, Inc.$3.9M73,813增持
8Capital Planning LLC$3.5M66,382减持
9PUFF WEALTH MANAGEMENT, LLC$2.2M42,094增持
10Intelligence Driven Advisers, LLC$2.0M38,503新建仓
11Exeter Financial, LLC$2.0M37,390新建仓
12Weaver Consulting Group$1.5M27,775减持
13Vann Equity Management LLC$1.2M21,637增持
14CoreCap Advisors, LLC$1.0M19,151增持
15Kaizen Financial Strategies$878,42216,521减持
16Tactive Advisors, LLC$876,41816,483增持
17Worth Asset Management, LLC$547,65110,300新建仓
18ECLECTIC ASSOCIATES INC /ADV$535,92710,080持平
19FINANCIAL MANAGEMENT NETWORK INC$457,9948,545增持
20FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$372,1907,000增持
21Venture Visionary Partners LLC$253,2224,762增持
22Castleview Partners, LLC$244,3694,596新建仓
23Global Wealth Strategies & Associates$229,9604,325持平
24Noble Wealth Management PBC$215,3394,050持平
25TOMPKINS FINANCIAL CORP$56,4671,062持平

来源:SEC 13F 申报文件 · 截至 2026-09-30