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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 53,353 | $314.9 萬 | 0.04% | +3,674+7.4% | 加碼 |
| KDK Private Wealth Management, LLC | 53,019 | $313.0 萬 | 2.86% | +1,280+2.5% | 加碼 |
| First Heartland Consultants, Inc. | 52,655 | $310.8 萬 | 0.24% | +1,004+1.9% | 加碼 |
| PTM Wealth Management, LLC | 50,522 | $306.8 萬 | 1.63% | +16,216+47.3% | 加碼 |
| EP Wealth Advisors, LLC | 51,408 | $303.5 萬 | 0.01% | +4,872+10.5% | 加碼 |
| Cambient Family Office, LLC | 50,852 | $300.2 萬 | 0.42% | −3,656−6.7% | 減碼 |
| Farringdon Capital, Ltd. | 50,766 | $299.7 萬 | 0.66% | +11,331+28.7% | 加碼 |
| Nwam LLC | 50,494 | $298.1 萬 | 0.17% | +3,700+7.9% | 加碼 |
| QTR Family Wealth, LLC | 43,284 | $280.1 萬 | 1.17% | −2,577−5.6% | 減碼 |
| Fiduciary Alliance LLC | 42,532 | $278.0 萬 | 0.17% | −6,133−12.6% | 減碼 |
| Intercapital, LLC | 47,000 | $277.4 萬 | 1.54% | +47,000 | 新進 |
| LaSalle St. Investment Advisors, LLC | 45,206 | $266.9 萬 | 0.38% | +25,585+130.4% | 加碼 |
| Pasadena Private Wealth, LLC | 44,459 | $262.4 萬 | 0.36% | −19,981−31.0% | 減碼 |
| Haven Private, LLC | 44,367 | $261.9 萬 | 1.14% | +2,465+5.9% | 加碼 |
| Sepio Capital, LP | 44,156 | $260.7 萬 | 0.14% | +112+0.3% | 加碼 |
| LFG Wealth Partners, LLC | 44,101 | $260.3 萬 | 1.57% | +44,101 | 新進 |
| BEAM Asset Management, LLC | 43,250 | $255.3 萬 | 0.64% | +3,024+7.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 43,201 | $255.0 萬 | 0.06% | +436+1.0% | 加碼 |
| Valeo Financial Advisors, LLC | 42,426 | $250.4 萬 | 0.06% | +5,502+14.9% | 加碼 |
| Lansing Street Advisors | 41,541 | $245.2 萬 | 0.62% | +166+0.4% | 加碼 |
| Bayshore Capital Advisors, LLC | 41,173 | $243.0 萬 | 1.03% | −123,175−74.9% | 減碼 |
| Panoramic Investment Advisors, LLC | 40,842 | $241.1 萬 | 1.30% | +559+1.4% | 加碼 |
| SCS Capital Management LLC | 40,174 | $237.1 萬 | 0.03% | 00.0% | 不變 |
| Tred Avon Family Wealth, LLC | 40,063 | $236.5 萬 | 0.78% | −41−0.1% | 減碼 |
| Gem Investment Advisors, LLC | 40,000 | $236.1 萬 | 2.32% | +11,156+38.7% | 加碼 |
| Joel Isaacson & Co., LLC | 37,692 | $222.5 萬 | 0.07% | 00.0% | 不變 |
| SMART Wealth LLC | 37,487 | $221.3 萬 | 0.65% | +929+2.5% | 加碼 |
| Cerity Partners LLC | 37,247 | $219.9 萬 | 0.00% | +3,654+10.9% | 加碼 |
| COFG Advisors, LLC | 37,024 | $218.6 萬 | 0.54% | +1,452+4.1% | 加碼 |
| Innovative Advisory Group, LLC | 35,929 | $212.1 萬 | 1.87% | 00.0% | 不變 |
| Captrust Financial Advisors | 35,835 | $211.4 萬 | 0.00% | −63,100−63.8% | 減碼 |
| Modus Advisors, LLC | 35,334 | $208.6 萬 | 0.57% | −14,837−29.6% | 減碼 |
| IPG Investment Advisors LLC | 35,260 | $208.1 萬 | 0.36% | +35,260 | 新進 |
| Ronald Blue Trust, Inc. | 34,850 | $205.7 萬 | 0.02% | −46−0.1% | 減碼 |
| Childress Capital Advisors, LLC | 33,857 | $199.9 萬 | 0.36% | +882+2.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 33,375 | $197.0 萬 | 0.04% | +4,055+13.8% | 加碼 |
| Keel Point, LLC | 33,269 | $196.4 萬 | 0.13% | −9,351−21.9% | 減碼 |
| Walleye Trading LLC | 33,115 | $195.5 萬 | 0.04% | +8,860+36.5% | 加碼 |
| Mercer Global Advisors Inc | 32,564 | $192.2 萬 | 0.00% | +2,257+7.4% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 32,204 | $190.1 萬 | 0.85% | +2,248+7.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,984 | $188.8 萬 | 0.05% | +263+0.8% | 加碼 |
| 180 Wealth Advisors, LLC | 31,660 | $186.9 萬 | 0.21% | +11,213+54.8% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 31,620 | $186.7 萬 | 1.00% | +3,764+13.5% | 加碼 |
| Bearing Point Capital, LLC | 31,236 | $184.4 萬 | 0.29% | +15,114+93.7% | 加碼 |
| Bank of New York Mellon Corp | 31,217 | $184.3 萬 | 0.00% | +31,217 | 新進 |
| CRA Financial Services, LLC | 31,155 | $183.9 萬 | 0.24% | +2,650+9.3% | 加碼 |
| Wellspring Financial Advisors, LLC | 30,956 | $182.7 萬 | 0.14% | +8,064+35.2% | 加碼 |
| Strategies Wealth Advisors, LLC | 30,717 | $181.3 萬 | 0.18% | +12,866+72.1% | 加碼 |
| Guild Investment Management, Inc. | 30,351 | $179.2 萬 | 1.28% | +2,102+7.4% | 加碼 |
| Financial Designs Corp | 30,209 | $178.3 萬 | 0.99% | −739−2.4% | 減碼 |
| CMG Global Holdings, LLC | 29,935 | $176.7 萬 | 0.84% | −13,300−30.8% | 減碼 |
| Firestone Capital Management | 29,658 | $175.1 萬 | 0.36% | −4,371−12.8% | 減碼 |
| WealthPlan Investment Management, LLC | 29,223 | $172.5 萬 | 0.10% | +1,844+6.7% | 加碼 |
| Abound Wealth Management | 29,071 | $171.6 萬 | 0.39% | −1,489−4.9% | 減碼 |
| Bank of America Corp | 28,996 | $171.2 萬 | 0.00% | −595−2.0% | 減碼 |
| Integrated Wealth Concepts LLC | 28,809 | $170.1 萬 | 0.01% | −2,517−8.0% | 減碼 |
| LPL Financial LLC | 28,701 | $169.4 萬 | 0.00% | +4,120+16.8% | 加碼 |
| Johnson Investment Counsel Inc | 28,623 | $169.0 萬 | 0.01% | +28,623 | 新進 |
| Vista Finance, LLC | 27,988 | $165.2 萬 | 1.31% | +1,742+6.6% | 加碼 |
| Qube Research & Technologies Ltd | 27,872 | $164.5 萬 | 0.00% | +2,867+11.5% | 加碼 |
| Activest Wealth Management | 27,799 | $164.1 萬 | 0.29% | +27,356+6,175.2% | 加碼 |
| Jump Financial, LLC | 27,359 | $161.5 萬 | 0.02% | +19,261+237.8% | 加碼 |
| Quadrature Capital Ltd | 27,313 | $161.2 萬 | 0.02% | +27,313 | 新進 |
| Summit Financial, LLC | 27,287 | $161.1 萬 | 0.02% | −618−2.2% | 減碼 |
| Permian Investment Partners, LP | 27,000 | $159.4 萬 | 0.18% | −33,000−55.0% | 減碼 |
| Warren Averett Asset Management, LLC | 26,777 | $158.1 萬 | 0.01% | +10,548+65.0% | 加碼 |
| Cane Capital Partners, LLC | 26,770 | $158.0 萬 | 0.70% | +3,762+16.4% | 加碼 |
| Fidelis Capital Partners, LLC | 26,550 | $156.7 萬 | 0.11% | +23,925+911.4% | 加碼 |
| Brown Brothers Harriman & Co | 26,427 | $156.0 萬 | 0.01% | −239−0.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 26,164 | $154.4 萬 | 0.01% | +17,799+212.8% | 加碼 |
| Merit Financial Group, LLC | 25,442 | $150.2 萬 | 0.01% | −8,312−24.6% | 減碼 |
| Principle Wealth Partners LLC | 25,343 | $149.6 萬 | 0.09% | +2,164+9.3% | 加碼 |
| Evoke Wealth, LLC | 25,300 | $149.3 萬 | 0.03% | +12,060+91.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 25,205 | $148.8 萬 | 0.24% | −6,370−20.2% | 減碼 |
| Financial Partners Group, Inc | 25,005 | $147.6 萬 | 0.18% | −798−3.1% | 減碼 |
| Abundance Wealth Counselors | 24,869 | $146.8 萬 | 0.21% | −2,768−10.0% | 減碼 |
| RSM US Wealth Management LLC | 24,852 | $146.7 萬 | 0.02% | +7,723+45.1% | 加碼 |
| Peloton Wealth Strategists | 24,571 | $145.0 萬 | 0.59% | +13,504+122.0% | 加碼 |
| Clearstead Advisors, LLC | 24,558 | $145.0 萬 | 0.01% | +124+0.5% | 加碼 |
| Stansberry Asset Management, LLC | 24,540 | $144.9 萬 | 0.15% | +1,049+4.5% | 加碼 |
| CIBC Bancorp USA Inc. | – | $144.6 萬 | 0.00% | – | 新進 |
| Arete Wealth Advisors, LLC | 24,193 | $142.8 萬 | 0.11% | +2,746+12.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 23,827 | $140.7 萬 | 0.06% | +120+0.5% | 加碼 |
| Objective Capital Management, LLC | 23,436 | $138.3 萬 | 1.40% | 00.0% | 不變 |
| AE Wealth Management LLC | 23,364 | $137.9 萬 | 0.01% | +2,411+11.5% | 加碼 |
| Signal Advisors Wealth, LLC | 23,334 | $137.7 萬 | 0.09% | +7,147+44.2% | 加碼 |
| Alchemi Wealth, LLC | 23,024 | $135.9 萬 | 0.75% | +4,717+25.8% | 加碼 |
| NewEdge Wealth, LLC | 22,946 | $135.5 萬 | 0.02% | +17+0.1% | 加碼 |
| Steel Peak Wealth Management LLC | 22,524 | $133.0 萬 | 0.04% | −37,833−62.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 22,436 | $132.4 萬 | 0.01% | +4,663+26.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 22,397 | $132.2 萬 | 0.03% | +2,476+12.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,320 | $131.8 萬 | 0.01% | +18,706+517.6% | 加碼 |
| Pensionmark Financial Group, LLC | 22,139 | $130.7 萬 | 0.02% | +6,439+41.0% | 加碼 |
| Vise Technologies, Inc. | 17,049 | $130.0 萬 | 0.03% | 00.0% | 不變 |
| Tru Independence Asset Management 2, LLC | 22,010 | $129.9 萬 | 0.80% | +5,688+34.8% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 21,934 | $129.5 萬 | 0.47% | +21,934 | 新進 |
| JPMorgan Chase & Co | 22,196 | $128.5 萬 | 0.00% | +18,200+455.5% | 加碼 |
| Madison Park Capital Advisors, LLC | 21,693 | $128.1 萬 | 1.01% | +5,071+30.5% | 加碼 |
| Betterment LLC | 21,526 | $127.1 萬 | 0.00% | +4,871+29.2% | 加碼 |
| Vivaldi Capital Management, LLC | 21,484 | $126.8 萬 | 0.18% | −16,376−43.3% | 減碼 |