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 2 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2026/6/30 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
- 627
- 較 2026 年第 1 季 −12 家
- 持有股數
- 3,335 萬
- 較 2026 年第 1 季 −182.8 萬 (−5.2%)
- 總市值
- $17.1 億
- 較 2026 年第 1 季 −$3.71 億 (−17.8%)
- 新進機構
- 70
- 另有 242 家加碼
- 清倉機構
- 82
- 另有 170 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 8,767 | $44.8 萬 | 0.17% | −100−1.1% | 減碼 |
| Two Sigma Securities, LLC | 8,781 | $44.8 萬 | 0.04% | +8,781 | 新進 |
| OneAscent Financial Services LLC | 8,844 | $45.1 萬 | 0.02% | +951+12.0% | 加碼 |
| Split Rock Private Trading & Wealth Management, LLC | 8,854 | $45.2 萬 | 0.31% | +1,023+13.1% | 加碼 |
| Kiker Wealth Management, LLC | 8,927 | $45.6 萬 | 0.18% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 8,973 | $45.6 萬 | 0.05% | +8,973 | 新進 |
| Tectonic Advisors LLC | 8,944 | $45.7 萬 | 0.02% | +4,098+84.6% | 加碼 |
| We Are One Seven, LLC | 8,949 | $45.7 萬 | 0.01% | +428+5.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 8,965 | $45.8 萬 | 0.02% | +2,015+29.0% | 加碼 |
| Delta Investment Management, LLC | 9,079 | $46.3 萬 | 0.08% | −2,828−23.8% | 減碼 |
| Wesbanco Bank Inc | 9,185 | $46.9 萬 | 0.01% | +480+5.5% | 加碼 |
| Prosperity Planning, Inc. | 9,330 | $47.6 萬 | 0.11% | +30+0.3% | 加碼 |
| Activest Wealth Management | 9,451 | $48.2 萬 | 0.09% | −18,348−66.0% | 減碼 |
| NBC Securities, Inc. | 9,513 | $48.6 萬 | 0.03% | +389+4.3% | 加碼 |
| Rahlfs Capital, LLC | 9,550 | $48.8 萬 | 0.36% | −700−6.8% | 減碼 |
| Quantinno Capital Management LP | 9,633 | $49.2 萬 | 0.00% | +2,531+35.6% | 加碼 |
| Resources Investment Advisors, LLC. | 9,657 | $49.3 萬 | 0.00% | +835+9.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 9,664 | $49.3 萬 | 0.09% | 00.0% | 不變 |
| Equitable Trust Co | 9,763 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| Clientfirst Wealth Management, LLC | 9,793 | $50.0 萬 | 0.41% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 9,291 | $50.3 萬 | 0.12% | +444+5.0% | 加碼 |
| Crestwood Advisors Group LLC | 9,874 | $50.4 萬 | 0.01% | +500+5.3% | 加碼 |
| Samalin Investment Counsel, LLC | 9,874 | $50.4 萬 | 0.16% | +119+1.2% | 加碼 |
| Regatta Capital Group, LLC | 9,914 | $50.6 萬 | 0.07% | +374+3.9% | 加碼 |
| M. Kulyk & Associates, LLC | 9,983 | $51.0 萬 | 0.08% | 00.0% | 不變 |
| Secure Asset Management, LLC | 10,084 | $51.5 萬 | 0.07% | +961+10.5% | 加碼 |
| Sweeney & Michel, LLC | 9,280 | $52.5 萬 | 0.14% | −750−7.5% | 減碼 |
| Spartan Wealth Advisory Services LLC | 10,323 | $52.7 萬 | 0.04% | +5,659+121.3% | 加碼 |
| Instrumental Wealth, LLC | 10,345 | $52.8 萬 | 0.27% | +100+1.0% | 加碼 |
| Parkside Financial Bank & Trust | 10,367 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| Verus Financial Partners, Inc. | 10,447 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 10,505 | $53.6 萬 | 0.22% | −1,245−10.6% | 減碼 |
| Capital Performance Advisors LLP | 10,556 | $53.9 萬 | 0.03% | −882−7.7% | 減碼 |
| Basecamp Wealth Advisors LLC | 10,565 | $53.9 萬 | 0.10% | +4,484+73.7% | 加碼 |
| Financial Management Network Inc | 9,747 | $54.4 萬 | 0.08% | −38−0.4% | 減碼 |
| Endowment Wealth Management, Inc. | 10,706 | $54.7 萬 | 0.21% | +1,703+18.9% | 加碼 |
| Cadia Private Client LLC | 10,776 | $55.0 萬 | 0.39% | +1,415+15.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 10,891 | $55.6 萬 | 0.03% | −12,936−54.3% | 減碼 |
| Axq Capital, LP | 10,894 | $55.6 萬 | 0.06% | +10,894 | 新進 |
| Ethos Financial Group, LLC | 10,195 | $56.4 萬 | 0.04% | −2,521−19.8% | 減碼 |
| Wealth Group Ltd | 11,090 | $56.6 萬 | 0.11% | +1,251+12.7% | 加碼 |
| GWN Securities Inc. | 11,132 | $56.8 萬 | 0.10% | −1,413−11.3% | 減碼 |
| Warren Street Wealth Advisors, LLC | 11,264 | $57.5 萬 | 0.13% | 00.0% | 不變 |
| Forum Financial Management, LP | 11,300 | $57.7 萬 | 0.01% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 11,457 | $58.5 萬 | 0.10% | +839+7.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 11,500 | $58.7 萬 | 0.07% | +1,500+15.0% | 加碼 |
| Canvas Wealth Advisors, LLC | 11,613 | $59.3 萬 | 0.08% | −901−7.2% | 減碼 |
| Lansing Street Advisors | 11,627 | $59.4 萬 | 0.13% | −29,914−72.0% | 減碼 |
| Sound Portfolio Advisors, LLC | 11,760 | $60.0 萬 | 0.43% | +2,624+28.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 11,789 | $60.2 萬 | 0.00% | −1,996−14.5% | 減碼 |
| Perryman Financial Advisory Inc | 11,887 | $60.7 萬 | 0.08% | +218+1.9% | 加碼 |
| Investment Advisory Services Group LLC | 12,034 | $61.4 萬 | 0.45% | +1,199+11.1% | 加碼 |
| Clear Creek Financial Management, LLC | 12,173 | $62.1 萬 | 0.04% | +262+2.2% | 加碼 |
| Synergy Financial Group, LTD | 12,357 | $63.1 萬 | 0.45% | 00.0% | 不變 |
| Estate Planners Group, LLC | 12,437 | $63.5 萬 | 0.29% | +2,955+31.2% | 加碼 |
| Headlands Technologies LLC | 12,480 | $63.7 萬 | 0.07% | +6,907+123.9% | 加碼 |
| Daymark Wealth Partners, LLC | 12,497 | $63.8 萬 | 0.02% | −397−3.1% | 減碼 |
| TCW Group Inc | 12,553 | $64.1 萬 | 0.00% | 00.0% | 不變 |
| Wiser Wealth Management, Inc | 12,580 | $64.2 萬 | 0.12% | +6,919+122.2% | 加碼 |
| Pure Financial Advisors, Inc. | 12,606 | $64.4 萬 | 0.01% | +1,824+16.9% | 加碼 |
| Rochester Wealth Strategies, LLC | 12,616 | $64.4 萬 | 0.36% | +2,699+27.2% | 加碼 |
| Bauman Advisory Group, LLC | 12,632 | $64.5 萬 | 0.34% | +345+2.8% | 加碼 |
| RMB Capital Management, LLC | 12,662 | $64.6 萬 | 0.01% | −1,224−8.8% | 減碼 |
| Eagle Strategies LLC | 12,699 | $64.8 萬 | 0.06% | +2,356+22.8% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 12,732 | $65.0 萬 | 0.11% | +2,297+22.0% | 加碼 |
| Eagle Global Advisors LLC | 12,800 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 12,827 | $65.5 萬 | 0.03% | +4,500+54.0% | 加碼 |
| Bogart Wealth, LLC | 12,839 | $65.5 萬 | 0.02% | +5,857+83.9% | 加碼 |
| Citizens National Bank Trust Department | 13,055 | $66.6 萬 | 0.10% | 00.0% | 不變 |
| Larson Financial Group LLC | 13,300 | $67.9 萬 | 0.02% | +1,135+9.3% | 加碼 |
| Meridian Wealth Management, LLC | 13,449 | $68.7 萬 | 0.02% | −5,363−28.5% | 減碼 |
| Diversify Wealth Management, LLC | 12,194 | $68.9 萬 | 0.01% | −213,975−94.6% | 減碼 |
| Diversify Advisory Services, LLC | 12,194 | $68.9 萬 | 0.01% | +12,194 | 新進 |
| Falcon Wealth Planning | 13,502 | $68.9 萬 | 0.04% | +508+3.9% | 加碼 |
| Vestor Capital, LLC | 5,050 | $69.0 萬 | 0.06% | −247−4.7% | 減碼 |
| Sunesis Advisors, LLC | 13,761 | $70.2 萬 | 0.29% | 00.0% | 不變 |
| Upper Left Wealth Management, LLC | 13,774 | $70.3 萬 | 0.39% | +693+5.3% | 加碼 |
| Commerce Bank | 13,959 | $71.3 萬 | 0.00% | +1,787+14.7% | 加碼 |
| Five Pine Wealth Management | 13,984 | $71.4 萬 | 0.40% | +1,921+15.9% | 加碼 |
| Ancora Advisors, LLC | 14,145 | $72.2 萬 | 0.01% | −5,759−28.9% | 減碼 |
| National Wealth Management Group, LLC | 14,286 | $72.9 萬 | 0.23% | −2,162−13.1% | 減碼 |
| KFG Wealth Management, LLC | 14,372 | $73.4 萬 | 0.08% | +4,164+40.8% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $73.4 萬 | 0.18% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 14,470 | $73.9 萬 | 0.08% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 14,803 | $75.6 萬 | 0.02% | +501+3.5% | 加碼 |
| CFO4Life Group, LLC | 14,861 | $75.9 萬 | 0.10% | +5,073+51.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 14,883 | $75.9 萬 | 0.01% | −416−2.7% | 減碼 |
| WESCAP Management Group, Inc. | 14,901 | $76.1 萬 | 0.14% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 15,080 | $77.0 萬 | 0.03% | +1,710+12.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 15,245 | $77.8 萬 | 0.06% | +883+6.1% | 加碼 |
| Cim, LLC | 15,480 | $79.0 萬 | 0.10% | +338+2.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 15,596 | $79.6 萬 | 0.04% | −76−0.5% | 減碼 |
| Essex Financial Services, Inc. | 15,602 | $79.7 萬 | 0.04% | −1,189−7.1% | 減碼 |
| Strive Financial Group ,LLC | 15,641 | $79.8 萬 | 0.35% | +15,641 | 新進 |
| Timber Creek Capital Management LLC | 15,737 | $80.3 萬 | 0.16% | +4,363+38.4% | 加碼 |
| Clark Wealth Partners | 16,006 | $81.7 萬 | 0.46% | +15,991+106,606.7% | 加碼 |
| Proficio Capital Partners LLC | 16,075 | $82.1 萬 | 0.03% | −1,200−6.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 16,368 | $83.6 萬 | 0.08% | +191+1.2% | 加碼 |
| Mustard Seed Financial, LLC | 16,497 | $84.2 萬 | 0.44% | +30.0% | 加碼 |
| Condor Capital Management | 16,571 | $84.6 萬 | 0.06% | +1,260+8.2% | 加碼 |