XCOR — Fundx Invt Tr 机构持仓 · 2026年Q2
谁持有 Fundx Invt Tr(XCOR)?2026年Q2(报告期截至 2026-06-30)共有 16 家机构在 SEC 13F 申报中报告持有,合计 6,024.86 万美元。前几大持有机构:One Capital Management, LLC(4,820.00 万美元)、Basso Capital Management, L.P.(590.00 万美元)、Gts Securities LLC(150.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $48.2M | 628,924 | 持平 |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. | $5.9M | 64,774 | 新建仓 |
| 3 | GTS SECURITIES LLC | $1.5M | 17,013 | 减持 |
| 4 | Creative Planning | $1.2M | 13,661 | 增持 |
| 5 | Compound Planning, Inc. | $874,841 | 9,656 | 新建仓 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $756,727 | 8,352 | 增持 |
| 7 | AlTi Global, Inc. | $587,597 | 6,485 | 减持 |
| 8 | Element Wealth, LLC | $435,285 | 4,804 | 持平 |
| 9 | AIMZ Investment Advisors, LLC | $279,406 | 3,084 | 减持 |
| 10 | OpenArc Corporate Advisory, LLC | $275,618 | 3,042 | 新建仓 |
| 11 | MORGAN STANLEY | $132,101 | 1,458 | 减持 |
| 12 | Allworth Financial LP | $26,276 | 290 | 持平 |
| 13 | UBS Group AG | $25,279 | 279 | 减持 |
| 14 | JPMORGAN CHASE & CO | $1,783 | 20 | 持平 |
| 15 | MAI Capital Management | $0 | 0 | 清仓 |
| 16 | HighTower Advisors, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30