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。
2026 年第 1 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2026/3/31 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
- 650
- 較 2025 年第 4 季 −17 家
- 持有股數
- 3,545 萬
- 較 2025 年第 4 季 −847.0 萬 (−19.3%)
- 總市值
- $21.0 億
- 較 2025 年第 4 季 −$12.6 億 (−37.5%)
- 新進機構
- 79
- 另有 294 家加碼
- 清倉機構
- 96
- 另有 146 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Drucker Wealth 3.0, LLC | 7,923 | $46.8 萬 | 0.08% | +2,887+57.3% | 加碼 |
| Brighton Jones LLC | 7,936 | $46.8 萬 | 0.01% | +7,936 | 新進 |
| Brown Advisory Inc | 8,000 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 8,038 | $47.4 萬 | 0.02% | −1,467−15.4% | 減碼 |
| Intellectus Partners, LLC | 8,075 | $47.7 萬 | 0.10% | +375+4.9% | 加碼 |
| Dudley Capital Management, LLC | 8,083 | $47.7 萬 | 0.21% | −1,575−16.3% | 減碼 |
| Matauro, LLC | 8,306 | $49.0 萬 | 0.07% | +288+3.6% | 加碼 |
| Angeles Wealth Management, LLC | 8,327 | $49.2 萬 | 0.03% | +1,854+28.6% | 加碼 |
| Associated Banc-Corp | 8,352 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Willis Johnson & Associates, Inc. | 8,401 | $49.6 萬 | 0.03% | +99+1.2% | 加碼 |
| Ellis Investment Partners, LLC | 8,457 | $49.9 萬 | 0.09% | +718+9.3% | 加碼 |
| We Are One Seven, LLC | 8,521 | $50.3 萬 | 0.01% | +593+7.5% | 加碼 |
| Fortitude Family Office, LLC | 8,638 | $51.0 萬 | 0.11% | +8,638 | 新進 |
| Everett Harris & Co | 8,639 | $51.0 萬 | 0.01% | +125+1.5% | 加碼 |
| Quantify Chaos Advisors, LLC | 8,660 | $51.1 萬 | 1.59% | +5,503+174.3% | 加碼 |
| Wesbanco Bank Inc | 8,705 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 8,822 | $52.1 萬 | 0.01% | −533−5.7% | 減碼 |
| Argentarii, LLC | 8,840 | $52.2 萬 | 0.18% | +640+7.8% | 加碼 |
| Massachusetts Wealth Management | 8,867 | $52.3 萬 | 0.23% | +8,867 | 新進 |
| Kiker Wealth Management, LLC | 8,927 | $52.7 萬 | 0.25% | +8,927 | 新進 |
| Endowment Wealth Management, Inc. | 9,003 | $53.1 萬 | 0.24% | +1,827+25.5% | 加碼 |
| Sankala Group LLC | 9,214 | $53.2 萬 | 0.43% | +353+4.0% | 加碼 |
| Cascade Financial Partners, LLC | 9,098 | $53.7 萬 | 0.06% | +3,264+55.9% | 加碼 |
| Secure Asset Management, LLC | 9,123 | $53.9 萬 | 0.09% | −1,717−15.8% | 減碼 |
| NBC Securities, Inc. | 9,124 | $53.9 萬 | 0.04% | −9,184−50.2% | 減碼 |
| Sound Portfolio Advisors, LLC | 9,136 | $53.9 萬 | 0.44% | +610+7.2% | 加碼 |
| Prosperity Planning, Inc. | 9,300 | $54.9 萬 | 0.14% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 8,847 | $55.0 萬 | 0.15% | +133+1.5% | 加碼 |
| Cadia Private Client LLC | 9,361 | $55.3 萬 | 0.45% | +36+0.4% | 加碼 |
| Crestwood Advisors Group LLC | 9,374 | $55.3 萬 | 0.01% | +44+0.5% | 加碼 |
| Anson Capital, Inc. | 9,424 | $55.6 萬 | 0.38% | +3,679+64.0% | 加碼 |
| Maripau Wealth Management LLC | 9,432 | $55.7 萬 | 0.24% | +6,566+229.1% | 加碼 |
| Estate Planners Group, LLC | 9,482 | $56.0 萬 | 0.27% | +1,032+12.2% | 加碼 |
| Regatta Capital Group, LLC | 9,540 | $56.3 萬 | 0.09% | −354−3.6% | 減碼 |
| Pennsylvania Capital Management Inc | 9,605 | $56.7 萬 | 0.16% | +1,992+26.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 9,619 | $56.8 萬 | 0.03% | +669+7.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 9,664 | $57.0 萬 | 0.11% | +161+1.7% | 加碼 |
| Samalin Investment Counsel, LLC | 9,755 | $57.6 萬 | 0.20% | +244+2.6% | 加碼 |
| Equitable Trust Co | 9,763 | $57.6 萬 | 0.03% | +9,763 | 新進 |
| CFO4Life Group, LLC | 9,788 | $57.8 萬 | 0.09% | +1,994+25.6% | 加碼 |
| Clientfirst Wealth Management, LLC | 9,793 | $57.8 萬 | 0.49% | 00.0% | 不變 |
| Wealth Group Ltd | 9,839 | $58.1 萬 | 0.13% | +3,502+55.3% | 加碼 |
| Rochester Wealth Strategies, LLC | 9,917 | $58.5 萬 | 0.35% | +2,108+27.0% | 加碼 |
| M. Kulyk & Associates, LLC | 9,983 | $58.9 萬 | 0.11% | −2,215−18.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 10,000 | $59.0 萬 | 0.08% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 10,208 | $60.3 萬 | 0.08% | +2,266+28.5% | 加碼 |
| Instrumental Wealth, LLC | 10,245 | $60.5 萬 | 0.37% | +290+2.9% | 加碼 |
| Rahlfs Capital, LLC | 10,250 | $60.5 萬 | 0.44% | 00.0% | 不變 |
| Eagle Strategies LLC | 10,343 | $61.1 萬 | 0.07% | +4,275+70.5% | 加碼 |
| Parkside Financial Bank & Trust | 10,367 | $61.2 萬 | 0.05% | 00.0% | 不變 |
| Financial Management Network Inc | 9,785 | $61.5 萬 | 0.09% | 00.0% | 不變 |
| Whitaker-Myers Wealth Managers, LTD. | 10,435 | $61.6 萬 | 0.12% | +3,780+56.8% | 加碼 |
| Drive Wealth Management, LLC | 10,618 | $62.7 萬 | 0.13% | +4,574+75.7% | 加碼 |
| Garde Capital, Inc. | 10,726 | $63.3 萬 | 0.04% | +955+9.8% | 加碼 |
| Pure Financial Advisors, Inc. | 10,782 | $63.6 萬 | 0.01% | +39+0.4% | 加碼 |
| Investment Advisory Services Group LLC | 10,835 | $64.0 萬 | 0.56% | +900+9.1% | 加碼 |
| Basso Capital Management, L.P. | 10,850 | $64.0 萬 | 0.39% | −13,825−56.0% | 減碼 |
| LBMC Investment Advisors, LLC | 10,850 | $64.0 萬 | 0.04% | −1,805−14.3% | 減碼 |
| Sweeney & Michel, LLC | 10,030 | $64.1 萬 | 0.19% | −50−0.5% | 減碼 |
| Warren Street Wealth Advisors, LLC | 11,264 | $66.5 萬 | 0.17% | +11,264 | 新進 |
| Forum Financial Management, LP | 11,300 | $66.7 萬 | 0.01% | 00.0% | 不變 |
| Timber Creek Capital Management LLC | 11,374 | $67.1 萬 | 0.16% | +730+6.9% | 加碼 |
| JSF Financial, LLC | 11,379 | $67.2 萬 | 0.13% | +1,006+9.7% | 加碼 |
| Capital Performance Advisors LLP | 11,438 | $67.5 萬 | 0.05% | −2,722−19.2% | 減碼 |
| Wedmont Private Capital | 10,913 | $67.8 萬 | 0.02% | +1,010+10.2% | 加碼 |
| Diversified Management Inc | 11,490 | $67.8 萬 | 0.12% | +11,490 | 新進 |
| Verus Financial Partners, Inc. | 10,447 | $68.6 萬 | 0.06% | 00.0% | 不變 |
| Perryman Financial Advisory Inc | 11,669 | $68.9 萬 | 0.10% | +228+2.0% | 加碼 |
| Kapstone Financial Advisors LLC | 11,750 | $69.4 萬 | 0.34% | +315+2.8% | 加碼 |
| Delta Investment Management, LLC | 11,907 | $70.3 萬 | 0.13% | −993−7.7% | 減碼 |
| Clear Creek Financial Management, LLC | 11,911 | $70.3 萬 | 0.05% | +480+4.2% | 加碼 |
| Integrated Advisors Network LLC | 12,058 | $71.2 萬 | 0.04% | +12,058 | 新進 |
| Five Pine Wealth Management | 12,063 | $71.2 萬 | 0.44% | +2,449+25.5% | 加碼 |
| Larson Financial Group LLC | 12,165 | $71.8 萬 | 0.02% | +3,701+43.7% | 加碼 |
| Commerce Bank | 12,172 | $71.9 萬 | 0.00% | +7,567+164.3% | 加碼 |
| Brinker Capital Investments, LLC | 12,212 | $72.1 萬 | 0.01% | −12,913−51.4% | 減碼 |
| Bauman Advisory Group, LLC | 12,287 | $72.5 萬 | 0.51% | −1,627−11.7% | 減碼 |
| IFP Advisors, Inc | 12,290 | $72.5 萬 | 0.02% | +899+7.9% | 加碼 |
| Perigon Wealth Management, LLC | 12,338 | $72.8 萬 | 0.01% | +439+3.7% | 加碼 |
| Synergy Financial Group, LTD | 12,357 | $72.9 萬 | 0.55% | −127−1.0% | 減碼 |
| JB Capital LLC | 12,421 | $73.3 萬 | 0.03% | +625+5.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 12,514 | $73.9 萬 | 0.13% | +1,088+9.5% | 加碼 |
| GWN Securities Inc. | 12,545 | $74.1 萬 | 0.14% | +2,463+24.4% | 加碼 |
| TCW Group Inc | 12,553 | $74.1 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 12,642 | $74.6 萬 | 0.01% | +337+2.7% | 加碼 |
| Ethos Financial Group, LLC | 12,716 | $75.1 萬 | 0.05% | −759−5.6% | 減碼 |
| Eagle Global Advisors LLC | 12,800 | $75.6 萬 | 0.03% | −3,700−22.4% | 減碼 |
| Daymark Wealth Partners, LLC | 12,894 | $76.1 萬 | 0.02% | +64+0.5% | 加碼 |
| Falcon Wealth Planning | 12,994 | $76.7 萬 | 0.05% | +1,316+11.3% | 加碼 |
| Citizens National Bank Trust Department | 13,055 | $77.1 萬 | 0.13% | +2,700+26.1% | 加碼 |
| Upper Left Wealth Management, LLC | 13,081 | $77.2 萬 | 0.46% | +3,414+35.3% | 加碼 |
| Old National Bancorp | 13,350 | $78.8 萬 | 0.01% | +13,350 | 新進 |
| Waldron Private Wealth LLC | 13,370 | $78.9 萬 | 0.03% | +1,166+9.6% | 加碼 |
| Gardner Lewis Asset Management L P | 13,535 | $79.9 萬 | 0.17% | 00.0% | 不變 |
| Sunesis Advisors, LLC | 13,761 | $81.2 萬 | 0.37% | +7,628+124.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 13,785 | $81.4 萬 | 0.00% | +3,926+39.8% | 加碼 |
| RMB Capital Management, LLC | 13,886 | $82.0 萬 | 0.01% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 14,302 | $84.4 萬 | 0.02% | +1,073+8.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 14,362 | $84.8 萬 | 0.09% | +9,123+174.1% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $84.8 萬 | 0.23% | 00.0% | 不變 |