Fidelity Wise Origin Bitcoin Fund
FBTC- 交易所
- CBOE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001852317
近 90 天，Fidelity Wise Origin Bitcoin Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 627 家機構在 13F 申報持有，市值合計 $17.1 億；沒有大師持有。
2024 年第 4 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 531
- 較 2024 年第 3 季 +192 家
- 持有股數
- 6,035 萬
- 較 2024 年第 3 季 +869.9 萬 (+16.8%)
- 總市值
- $49.2 億
- 較 2024 年第 3 季 +$20.6 億 (+71.7%)
- 新進機構
- 218
- 另有 198 家加碼
- 清倉機構
- 26
- 另有 70 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FBTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 627 | $17.1 億 |
| 2026 年第 1 季 | 650 | $21.0 億 |
| 2025 年第 4 季 | 680 | $33.6 億 |
| 2025 年第 3 季 | 685 | $44.4 億 |
| 2025 年第 2 季 | 623 | $46.8 億 |
| 2025 年第 1 季 | 535 | $35.4 億 |
| 2024 年第 4 季 | 531 | $49.2 億 |
| 2024 年第 3 季 | 344 | $28.7 億 |
| 2024 年第 2 季 | 315 | $26.6 億 |
| 2024 年第 1 季 | 247 | $23.4 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 4 季持有機構
每家機構持有 Fidelity Wise Origin Bitcoin Fund 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JB Capital LLC | 8,361 | $68.2 萬 | 0.04% | +3,201+62.0% | 加碼 |
| Parallel Advisors, LLC | 8,520 | $69.5 萬 | 0.02% | +1,899+28.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,601 | $70.2 萬 | 0.02% | +8,601 | 新進 |
| Bleakley Financial Group, LLC | 8,680 | $70.8 萬 | 0.02% | −408−4.5% | 減碼 |
| Timber Creek Capital Management LLC | 8,691 | $70.9 萬 | 0.20% | +3,506+67.6% | 加碼 |
| WealthPlan Investment Management, LLC | 8,729 | $71.2 萬 | 0.07% | +3,197+57.8% | 加碼 |
| Regatta Capital Group, LLC | 8,841 | $72.1 萬 | 0.14% | +1,632+22.6% | 加碼 |
| Everett Harris & Co | 8,982 | $73.3 萬 | 0.01% | +30.0% | 加碼 |
| MAI Capital Management | 9,007 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 9,011 | $73.5 萬 | 0.03% | +4,314+91.8% | 加碼 |
| Daymark Wealth Partners, LLC | 9,041 | $73.8 萬 | 0.03% | +2,499+38.2% | 加碼 |
| M. Kulyk & Associates, LLC | 9,046 | $73.8 萬 | 0.16% | +565+6.7% | 加碼 |
| Foundations Investment Advisors, LLC | 9,112 | $74.3 萬 | 0.01% | +5,298+138.9% | 加碼 |
| Associated Banc-Corp | 9,192 | $75.0 萬 | 0.02% | +3,357+57.5% | 加碼 |
| Tru Independence Asset Management 2, LLC | 9,317 | $76.0 萬 | 0.63% | 00.0% | 不變 |
| Clare Market Investments LLC | 9,335 | $76.2 萬 | 0.18% | +5,490+142.8% | 加碼 |
| National Asset Management, Inc. | 9,363 | $76.4 萬 | 0.03% | −1,077−10.3% | 減碼 |
| Access Financial Services, Inc. | 9,600 | $78.3 萬 | 0.35% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 9,818 | $80.4 萬 | 0.01% | −7,721−44.0% | 減碼 |
| Eschler Asset Management LLP | 10,000 | $81.6 萬 | 1.92% | −55,000−84.6% | 減碼 |
| Evoke Wealth, LLC | 10,129 | $82.6 萬 | 0.02% | +10,129 | 新進 |
| Moors & Cabot, Inc. | 10,143 | $82.7 萬 | 0.04% | −692−6.4% | 減碼 |
| Aries Wealth Management | 10,341 | $84.4 萬 | 0.23% | +2,180+26.7% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $86.4 萬 | 0.10% | +291+2.9% | 加碼 |
| JSF Financial, LLC | 10,763 | $87.8 萬 | 0.23% | +3,451+47.2% | 加碼 |
| Johnson Investment Counsel Inc | 11,091 | $90.5 萬 | 0.01% | +2,420+27.9% | 加碼 |
| Mutual Advisors, LLC | 10,371 | $91.0 萬 | 0.03% | +2,062+24.8% | 加碼 |
| Samalin Investment Counsel, LLC | 11,253 | $91.8 萬 | 0.39% | +473+4.4% | 加碼 |
| Pure Financial Advisors, Inc. | 11,375 | $92.8 萬 | 0.02% | +3,648+47.2% | 加碼 |
| Rahlfs Capital, LLC | 11,540 | $94.1 萬 | 0.93% | +11,540 | 新進 |
| Roman Butler Fullerton & Co | 10,674 | $94.4 萬 | 0.30% | −156−1.4% | 減碼 |
| Hubbell Strickland Wealth Management, LLC | 11,587 | $94.5 萬 | 0.45% | +466+4.2% | 加碼 |
| Sunbelt Securities, Inc. | 11,651 | $95.9 萬 | 0.08% | +2,983+34.4% | 加碼 |
| AE Wealth Management LLC | 12,109 | $98.8 萬 | 0.01% | −407−3.3% | 減碼 |
| Advyzon Investment Management, LLC | 12,371 | $100.9 萬 | 0.39% | +12,371 | 新進 |
| NTV Asset Management LLC | 12,500 | $102.0 萬 | 0.13% | 00.0% | 不變 |
| Scotia Capital Inc. | 12,900 | $105.3 萬 | 0.01% | +2,100+19.4% | 加碼 |
| SkyView Investment Advisors, LLC | 13,000 | $106.1 萬 | 0.17% | +1,500+13.0% | 加碼 |
| CRA Financial Services, LLC | 13,155 | $107.3 萬 | 0.18% | +4,435+50.9% | 加碼 |
| Pathstone Holdings, LLC | 13,367 | $109.0 萬 | 0.00% | −526−3.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 13,463 | $109.8 萬 | 0.11% | −1,300−8.8% | 減碼 |
| Synergy Financial Group, LTD | 13,528 | $110.4 萬 | 0.92% | +1,200+9.7% | 加碼 |
| Soltis Investment Advisors LLC | 13,573 | $110.7 萬 | 0.10% | +610+4.7% | 加碼 |
| Keel Point, LLC | 13,579 | $110.8 萬 | 0.09% | +13,579 | 新進 |
| LaSalle St. Investment Advisors, LLC | 13,853 | $113.0 萬 | 0.35% | +7,353+113.1% | 加碼 |
| Tradition Wealth Management, LLC | 13,890 | $113.3 萬 | 0.10% | +488+3.6% | 加碼 |
| Cerity Partners LLC | 14,004 | $114.2 萬 | 0.00% | +8,605+159.4% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $117.3 萬 | 0.37% | +14,373 | 新進 |
| Coston, McIsaac & Partners | 14,440 | $117.8 萬 | 0.35% | +453+3.2% | 加碼 |
| Marietta Wealth Management, LLC | 14,470 | $118.0 萬 | 0.17% | 00.0% | 不變 |
| Allworth Financial LP | 13,130 | $119.7 萬 | 0.01% | +3,550+37.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,210 | $120.8 萬 | 0.17% | +4,613+48.1% | 加碼 |
| Ancora Advisors, LLC | 14,832 | $121.0 萬 | 0.03% | +1,538+11.6% | 加碼 |
| Mustard Seed Financial, LLC | 15,197 | $124.0 萬 | 1.01% | +95+0.6% | 加碼 |
| Lionsbridge Wealth Management LLC | 15,208 | $124.1 萬 | 1.04% | +4,129+37.3% | 加碼 |
| Brown Advisory Inc | 15,266 | $124.5 萬 | 0.00% | +1,430+10.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,366 | $125.4 萬 | 0.03% | −47−0.3% | 減碼 |
| Graypoint LLC | 15,614 | $127.4 萬 | 0.08% | +15,614 | 新進 |
| LPL Financial LLC | 15,777 | $128.7 萬 | 0.00% | +10,648+207.6% | 加碼 |
| TCW Group Inc | 15,865 | $129.4 萬 | 0.01% | +15,865 | 新進 |
| Condor Capital Management | 16,220 | $132.3 萬 | 0.12% | −793−4.7% | 減碼 |
| Arete Wealth Advisors, LLC | 16,577 | $135.9 萬 | 0.10% | +575+3.6% | 加碼 |
| Almanack Investment Partners, LLC. | 16,961 | $138.4 萬 | 0.21% | +2,654+18.6% | 加碼 |
| Basso Capital Management, L.P. | 17,000 | $138.7 萬 | 1.20% | +11,500+209.1% | 加碼 |
| GK Wealth Management LLC | 17,008 | $138.8 萬 | 1.76% | +17,008 | 新進 |
| Madison Park Capital Advisors, LLC | 17,144 | $139.9 萬 | 1.12% | +361+2.2% | 加碼 |
| Vista Wealth Management Group, LLC | 17,208 | $140.4 萬 | 0.09% | 00.0% | 不變 |
| Weil Company, Inc. | 17,220 | $140.5 萬 | 0.49% | +17,220 | 新進 |
| Gamco Investors, Inc. Et Al | 17,500 | $142.8 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 18,468 | $150.7 萬 | 0.02% | +3,046+19.8% | 加碼 |
| Life Line Wealth Management LLC | 18,478 | $150.7 萬 | 0.54% | −3,576−16.2% | 減碼 |
| Kerrisdale Advisers, LLC | 18,612 | $151.8 萬 | 0.51% | −16,560−47.1% | 減碼 |
| Mission Wealth Management, LP | 18,707 | $152.6 萬 | 0.04% | +10,228+120.6% | 加碼 |
| Financial Management Professionals, Inc. | 18,759 | $153.0 萬 | 0.19% | +332+1.8% | 加碼 |
| DecisionMap Wealth Management, LLC | 19,355 | $157.9 萬 | 1.25% | +19,355 | 新進 |
| LifeGoal Wealth Advisors | 19,375 | $158.1 萬 | 1.71% | +19,375 | 新進 |
| O'Neil Global Advisors, Inc. | 19,600 | $159.9 萬 | 0.47% | −23,770−54.8% | 減碼 |
| Nkcfo LLC | 20,000 | $163.2 萬 | 0.72% | +5,000+33.3% | 加碼 |
| Kingsview Wealth Management, LLC | 20,178 | $164.6 萬 | 0.03% | +16,315+422.3% | 加碼 |
| Meridian Wealth Management, LLC | 20,405 | $166.5 萬 | 0.08% | +2,367+13.1% | 加碼 |
| Valeo Financial Advisors, LLC | 20,552 | $167.7 萬 | 0.05% | +5,782+39.1% | 加碼 |
| NewEdge Wealth, LLC | 20,657 | $168.5 萬 | 0.03% | +14,239+221.9% | 加碼 |
| Capital Investment Advisors, LLC | 21,386 | $174.5 萬 | 0.04% | +185+0.9% | 加碼 |
| Vivaldi Capital Management, LLC | 20,581 | $182.1 萬 | 0.28% | +886+4.5% | 加碼 |
| Mercer Global Advisors Inc | 22,421 | $182.9 萬 | 0.00% | −582−2.5% | 減碼 |
| Highland Financial Advisors, LLC | 22,803 | $186.0 萬 | 0.64% | −4,091−15.2% | 減碼 |
| Ronald Blue Trust, Inc. | 22,876 | $186.6 萬 | 0.02% | +742+3.4% | 加碼 |
| First Heartland Consultants, Inc. | 23,240 | $189.6 萬 | 0.19% | +17,974+341.3% | 加碼 |
| Private Advisor Group, LLC | 23,335 | $190.4 萬 | 0.01% | +5,980+34.5% | 加碼 |
| Secure Asset Management, LLC | 23,551 | $192.1 萬 | 0.29% | −4,799−16.9% | 減碼 |
| EP Wealth Advisors, LLC | 23,643 | $192.9 萬 | 0.02% | +1,374+6.2% | 加碼 |
| Sanctuary Advisors, LLC | 21,295 | $195.3 萬 | 0.01% | +4,016+23.2% | 加碼 |
| Integrated Wealth Concepts LLC | 24,329 | $198.5 萬 | 0.02% | +19,192+373.6% | 加碼 |
| DRW Securities, LLC | 24,537 | $200.2 萬 | 0.14% | +24,537 | 新進 |
| Financial Designs Corp | 25,398 | $207.2 萬 | 1.36% | +4,875+23.8% | 加碼 |
| Mills Wealth Advisors LLC | 25,663 | $209.4 萬 | 1.19% | −206−0.8% | 減碼 |
| Farringdon Capital, Ltd. | 25,692 | $209.6 萬 | 0.87% | +25,692 | 新進 |
| Abound Wealth Management | 25,721 | $209.8 萬 | 0.67% | −37−0.1% | 減碼 |
| Global Retirement Partners, LLC | 25,823 | $210.7 萬 | 0.06% | +3,919+17.9% | 加碼 |
| Archetype Wealth Partners | 26,068 | $212.7 萬 | 0.31% | +2,545+10.8% | 加碼 |