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。
2025 年第 2 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2025/6/30 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
- 623
- 較 2025 年第 1 季 +94 家
- 持有股數
- 4,967 萬
- 較 2025 年第 1 季 +63.1 萬 (+1.3%)
- 總市值
- $46.8 億
- 較 2025 年第 1 季 +$11.4 億 (+32.4%)
- 新進機構
- 125
- 另有 275 家加碼
- 清倉機構
- 31
- 另有 125 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 14,888 | $139.9 萬 | 0.42% | +14,888 | 新進 |
| Hubbell Strickland Wealth Management, LLC | 14,857 | $139.6 萬 | 0.62% | +890+6.4% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,736 | $138.5 萬 | 0.19% | +333+2.3% | 加碼 |
| WealthPlan Investment Management, LLC | 14,592 | $137.2 萬 | 0.10% | +2,044+16.3% | 加碼 |
| Condor Capital Management | 14,533 | $136.6 萬 | 0.12% | −822−5.4% | 減碼 |
| Marietta Wealth Management, LLC | 14,470 | $136.0 萬 | 0.18% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 14,373 | $135.1 萬 | 0.37% | 00.0% | 不變 |
| 3EDGE Asset Management, LP | 14,306 | $134.5 萬 | 0.08% | +6,126+74.9% | 加碼 |
| Coston, McIsaac & Partners | 14,270 | $134.1 萬 | 0.35% | +30.0% | 加碼 |
| AE Wealth Management LLC | 13,956 | $131.2 萬 | 0.01% | −1,069−7.1% | 減碼 |
| RSM US Wealth Management LLC | 13,607 | $127.9 萬 | 0.02% | +2,788+25.8% | 加碼 |
| RMB Capital Management, LLC | 13,548 | $127.3 萬 | 0.02% | +13,548 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 13,317 | $125.2 萬 | 0.41% | +3,742+39.1% | 加碼 |
| Aries Wealth Management | 13,262 | $124.6 萬 | 0.33% | +680+5.4% | 加碼 |
| GR Financial Group, LLC | 13,157 | $123.7 萬 | 0.30% | +4,443+51.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 12,955 | $121.8 萬 | 0.02% | +1,235+10.5% | 加碼 |
| Stonegate Investment Group, LLC | 12,822 | $120.5 萬 | 0.03% | +5,450+73.9% | 加碼 |
| Signal Advisors Wealth, LLC | 12,666 | $119.1 萬 | 0.09% | +5,941+88.3% | 加碼 |
| LBMC Investment Advisors, LLC | 12,655 | $118.9 萬 | 0.08% | +4,910+63.4% | 加碼 |
| Evoke Wealth, LLC | 12,546 | $117.9 萬 | 0.03% | +417+3.4% | 加碼 |
| SkyView Investment Advisors, LLC | 12,500 | $117.5 萬 | 0.17% | +2,500+25.0% | 加碼 |
| NTV Asset Management LLC | 12,500 | $117.5 萬 | 0.14% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 12,499 | $117.5 萬 | 0.16% | −1,475−10.6% | 減碼 |
| Synergy Financial Group, LTD | 12,496 | $117.4 萬 | 0.86% | +92+0.7% | 加碼 |
| Pure Financial Advisors, Inc. | 12,210 | $114.8 萬 | 0.02% | +53+0.4% | 加碼 |
| Belpointe Asset Management LLC | 12,173 | $114.4 萬 | 0.05% | +667+5.8% | 加碼 |
| Brown Advisory Inc | 12,121 | $113.9 萬 | 0.00% | −3,145−20.6% | 減碼 |
| M. Kulyk & Associates, LLC | 11,886 | $111.7 萬 | 0.24% | +967+8.9% | 加碼 |
| Rahlfs Capital, LLC | 11,860 | $111.5 萬 | 1.02% | +320+2.8% | 加碼 |
| Principle Wealth Partners LLC | 11,823 | $111.1 萬 | 0.07% | +2,172+22.5% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 11,827 | $111.1 萬 | 0.30% | −1,194−9.2% | 減碼 |
| JB Capital LLC | 11,656 | $109.6 萬 | 0.05% | +260+2.3% | 加碼 |
| Tru Independence Asset Management 2, LLC | 11,539 | $108.5 萬 | 0.74% | +1,361+13.4% | 加碼 |
| Samalin Investment Counsel, LLC | 11,516 | $108.2 萬 | 0.42% | −106−0.9% | 減碼 |
| L.M. Kohn & Company | 11,470 | $107.8 萬 | 0.29% | +3,225+39.1% | 加碼 |
| TCW Group Inc | 11,423 | $107.4 萬 | 0.01% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 10,281 | $106.0 萬 | 0.21% | +1,773+20.8% | 加碼 |
| Roman Butler Fullerton & Co | 10,254 | $104.7 萬 | 0.31% | +712+7.5% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $102.0 萬 | 0.10% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 9,853 | $101.6 萬 | 0.36% | +60+0.6% | 加碼 |
| Secure Asset Management, LLC | 10,682 | $100.4 萬 | 0.19% | −13,320−55.5% | 減碼 |
| Wealth Quarterback LLC | 10,506 | $98.7 萬 | 0.47% | +1,660+18.8% | 加碼 |
| Timber Creek Capital Management LLC | 9,901 | $98.2 萬 | 0.25% | +1,123+12.8% | 加碼 |
| Captrust Financial Advisors | 10,376 | $97.5 萬 | 0.00% | −281−2.6% | 減碼 |
| Parkside Financial Bank & Trust | 10,271 | $96.5 萬 | 0.10% | +10,011+3,850.4% | 加碼 |
| Delta Investment Management, LLC | 10,245 | $96.3 萬 | 0.19% | +1,297+14.5% | 加碼 |
| JSF Financial, LLC | 10,148 | $95.4 萬 | 0.23% | +22+0.2% | 加碼 |
| Sunbelt Securities, Inc. | 11,651 | $95.0 萬 | 0.08% | +8,819+311.4% | 加碼 |
| Regatta Capital Group, LLC | 10,106 | $95.0 萬 | 0.16% | +663+7.0% | 加碼 |
| Financial Management Network Inc | 9,730 | $92.9 萬 | 0.17% | +9,730 | 新進 |
| KMG Fiduciary Partners, LLC | 9,875 | $92.8 萬 | 0.07% | +444+4.7% | 加碼 |
| Northeast Financial Consultants Inc | 9,874 | $92.8 萬 | 0.04% | +9,874 | 新進 |
| Access Financial Services, Inc. | 9,833 | $92.4 萬 | 0.35% | +233+2.4% | 加碼 |
| Falcon Wealth Planning | 9,832 | $92.4 萬 | 0.09% | +339+3.6% | 加碼 |
| Parallel Advisors, LLC | 9,817 | $92.3 萬 | 0.02% | +557+6.0% | 加碼 |
| Allworth Financial LP | 9,750 | $91.6 萬 | 0.00% | −453−4.4% | 減碼 |
| Vestor Capital, LLC | 2,346 | $91.3 萬 | 0.09% | −5,573−70.4% | 減碼 |
| Westover Capital Advisors, LLC | 9,535 | $89.6 萬 | 0.18% | −60−0.6% | 減碼 |
| Clear Creek Financial Management, LLC | 9,464 | $89.0 萬 | 0.08% | +3,239+52.0% | 加碼 |
| MAI Capital Management | 9,458 | $88.9 萬 | 0.01% | +206+2.2% | 加碼 |
| AdvisorNet Financial, Inc | 9,407 | $88.4 萬 | 0.06% | +1,431+17.9% | 加碼 |
| Prosperity Planning, Inc. | 9,300 | $87.4 萬 | 0.25% | +6,400+220.7% | 加碼 |
| Ethos Financial Group, LLC | 9,135 | $85.9 萬 | 0.07% | +3,540+63.3% | 加碼 |
| RFG Advisory, LLC | 9,045 | $85.0 萬 | 0.02% | +3,429+61.1% | 加碼 |
| Warren Averett Asset Management, LLC | 8,997 | $84.6 萬 | 0.01% | +3,385+60.3% | 加碼 |
| Harber Asset Management LLC | 8,970 | $84.3 萬 | 0.27% | +8,970 | 新進 |
| GWN Securities Inc. | 8,956 | $84.2 萬 | 0.16% | +521+6.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,940 | $84.0 萬 | 0.01% | +2,380+36.3% | 加碼 |
| Capital Investment Advisors, LLC | 8,817 | $82.9 萬 | 0.01% | +703+8.7% | 加碼 |
| Brighton Jones LLC | 8,813 | $82.8 萬 | 0.02% | +2,419+37.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,780 | $82.5 萬 | 0.02% | +20.0% | 加碼 |
| Upper Left Wealth Management, LLC | 8,705 | $81.8 萬 | 0.55% | −670−7.1% | 減碼 |
| Dudley Capital Management, LLC | 8,478 | $79.7 萬 | 0.40% | +3,346+65.2% | 加碼 |
| Associated Banc-Corp | 8,227 | $77.3 萬 | 0.02% | +285+3.6% | 加碼 |
| Two Sigma Securities, LLC | 8,173 | $76.8 萬 | 0.09% | +3,229+65.3% | 加碼 |
| Peloton Wealth Strategists | 8,167 | $76.8 萬 | 0.31% | +850+11.6% | 加碼 |
| Silverlake Wealth Management LLC | 8,109 | $76.2 萬 | 0.22% | +1,725+27.0% | 加碼 |
| Equitable Trust Co | 8,051 | $75.7 萬 | 0.04% | 00.0% | 不變 |
| Rothschild Investment LLC | 8,000 | $75.2 萬 | 0.05% | 00.0% | 不變 |
| Matauro, LLC | 7,911 | $74.4 萬 | 0.14% | +543+7.4% | 加碼 |
| Vantage Financial Partners, LLC | 7,847 | $73.8 萬 | 0.17% | +897+12.9% | 加碼 |
| Wesbanco Bank Inc | 7,840 | $73.7 萬 | 0.02% | +42+0.5% | 加碼 |
| Larson Financial Group LLC | 7,747 | $72.8 萬 | 0.03% | +304+4.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,720 | $72.6 萬 | 0.04% | −20,630−72.8% | 減碼 |
| Running Point Capital Advisors, LLC | 7,664 | $72.0 萬 | 0.20% | +30+0.4% | 加碼 |
| Wedmont Private Capital | 7,349 | $71.8 萬 | 0.03% | +1,300+21.5% | 加碼 |
| Demars Financial Group, LLC | 7,478 | $70.3 萬 | 0.27% | +7,478 | 新進 |
| Chicago Partners Investment Group LLC | 6,721 | $69.5 萬 | 0.02% | −17−0.3% | 減碼 |
| Willis Johnson & Associates, Inc. | 7,350 | $69.1 萬 | 0.05% | +21+0.3% | 加碼 |
| Resources Investment Advisors, LLC. | 7,232 | $68.0 萬 | 0.01% | +377+5.5% | 加碼 |
| Congress Wealth Management LLC | 7,147 | $67.2 萬 | 0.01% | +1,978+38.3% | 加碼 |
| Intellectus Partners, LLC | 7,100 | $66.7 萬 | 0.14% | +1,050+17.4% | 加碼 |
| CLG LLC | 7,044 | $66.2 萬 | 0.21% | +3,023+75.2% | 加碼 |
| Symmetry Peak Management LLC | 7,020 | $66.0 萬 | 7.48% | +7,020 | 新進 |
| Steel Peak Wealth Management LLC | 7,000 | $65.8 萬 | 0.03% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 6,954 | $65.4 萬 | 0.06% | +619+9.8% | 加碼 |
| Fairview Capital Investment Management, LLC | 6,950 | $65.3 萬 | 0.03% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 6,912 | $65.0 萬 | 0.00% | +95+1.4% | 加碼 |
| Tradition Wealth Management, LLC | 6,872 | $64.6 萬 | 0.05% | −7,100−50.8% | 減碼 |
| Waldron Private Wealth LLC | 6,820 | $64.1 萬 | 0.03% | +1,190+21.1% | 加碼 |