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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 54,812 | $279.8 萬 | 0.03% | −5,455−9.1% | 減碼 |
| US Bancorp | 54,457 | $278.0 萬 | 0.00% | +37,051+212.9% | 加碼 |
| KDK Private Wealth Management, LLC | 54,002 | $275.7 萬 | 2.29% | +983+1.9% | 加碼 |
| GWM Advisors LLC | 53,790 | $274.6 萬 | 0.01% | −25,151−31.9% | 減碼 |
| First Heartland Consultants, Inc. | 52,945 | $270.3 萬 | 0.18% | +290+0.6% | 加碼 |
| Perigon Wealth Management, LLC | 52,099 | $266.0 萬 | 0.04% | +39,761+322.3% | 加碼 |
| LFG Wealth Partners, LLC | 51,869 | $264.8 萬 | 1.24% | +7,768+17.6% | 加碼 |
| Kingsview Wealth Management, LLC | 50,194 | $256.2 萬 | 0.03% | −3,159−5.9% | 減碼 |
| Abundance Wealth Counselors | 49,996 | $255.2 萬 | 0.17% | +25,127+101.0% | 加碼 |
| Nwam LLC | 49,145 | $250.9 萬 | 0.13% | −1,349−2.7% | 減碼 |
| IPG Investment Advisors LLC | 48,962 | $250.0 萬 | 0.36% | +13,702+38.9% | 加碼 |
| Promethium Advisors,llc | 48,532 | $247.8 萬 | 1.19% | +48,532 | 新進 |
| Haven Private, LLC | 46,555 | $237.7 萬 | 0.90% | +2,188+4.9% | 加碼 |
| Traynor Capital Management, Inc. | 45,867 | $234.2 萬 | 0.11% | −49,682−52.0% | 減碼 |
| Mission Wealth Management, LP | 45,710 | $233.3 萬 | 0.03% | +27,012+144.5% | 加碼 |
| MAI Capital Management | 45,679 | $233.2 萬 | 0.01% | +28,489+165.7% | 加碼 |
| Arbor Capital Management Inc | 43,715 | $232.5 萬 | 2.29% | −9,207−17.4% | 減碼 |
| Virtu Financial LLC | 45,452 | $232.0 萬 | 0.07% | +37,839+497.0% | 加碼 |
| BEAM Asset Management, LLC | 44,310 | $226.2 萬 | 0.50% | +1,060+2.5% | 加碼 |
| Fiduciary Alliance LLC | 43,631 | $222.8 萬 | 0.15% | +1,099+2.6% | 加碼 |
| SCS Capital Management LLC | 43,492 | $222.0 萬 | 0.02% | +3,318+8.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 43,154 | $220.3 萬 | 0.05% | −47−0.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 43,043 | $219.7 萬 | 0.16% | −213,272−83.2% | 減碼 |
| Pasadena Private Wealth, LLC | 41,493 | $211.8 萬 | 0.27% | −2,966−6.7% | 減碼 |
| LPL Financial LLC | 41,405 | $211.4 萬 | 0.00% | +12,704+44.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 40,882 | $208.7 萬 | 1.00% | +40+0.1% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 40,810 | $208.3 萬 | 1.03% | +9,190+29.1% | 加碼 |
| QTR Family Wealth, LLC | 40,017 | $204.3 萬 | 0.71% | −3,267−7.5% | 減碼 |
| Cambient Family Office, LLC | 39,742 | $202.9 萬 | 0.25% | −11,110−21.8% | 減碼 |
| Global Retirement Partners, LLC | 39,686 | $202.6 萬 | 0.03% | +39,686 | 新進 |
| Joel Isaacson & Co., LLC | 39,244 | $200.3 萬 | 0.06% | +1,552+4.1% | 加碼 |
| Cerity Partners LLC | 39,142 | $199.8 萬 | 0.00% | +1,895+5.1% | 加碼 |
| Valeo Financial Advisors, LLC | 38,852 | $198.3 萬 | 0.04% | −3,574−8.4% | 減碼 |
| Captrust Financial Advisors | 38,310 | $195.6 萬 | 0.00% | +2,475+6.9% | 加碼 |
| Mercer Global Advisors Inc | 38,191 | $195.0 萬 | 0.00% | +5,627+17.3% | 加碼 |
| Sivia Capital Partners, LLC | 35,752 | $182.5 萬 | 0.22% | +35,752 | 新進 |
| Bank of New York Mellon Corp | 35,513 | $181.3 萬 | 0.00% | +4,296+13.8% | 加碼 |
| Savvy Advisors, Inc. | 35,003 | $178.7 萬 | 0.04% | +27,991+399.2% | 加碼 |
| Claar Advisors LLC | 35,000 | $178.7 萬 | 0.58% | −201,248−85.2% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 34,952 | $178.4 萬 | 0.22% | −10,254−22.7% | 減碼 |
| Ronald Blue Trust, Inc. | 34,904 | $178.2 萬 | 0.02% | +54+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 34,221 | $174.7 萬 | 0.01% | +7,794+29.5% | 加碼 |
| Garde Capital, Inc. | 34,083 | $174.0 萬 | 0.08% | +23,357+217.8% | 加碼 |
| Strategies Wealth Advisors, LLC | 33,962 | $173.4 萬 | 0.16% | +3,245+10.6% | 加碼 |
| Keel Point, LLC | 33,428 | $170.6 萬 | 0.10% | +159+0.5% | 加碼 |
| CRA Financial Services, LLC | 33,327 | $170.1 萬 | 0.20% | +2,172+7.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 33,084 | $168.9 萬 | 0.03% | −291−0.9% | 減碼 |
| Signal Advisors Wealth, LLC | 32,084 | $163.8 萬 | 0.09% | +8,750+37.5% | 加碼 |
| Innovative Advisory Group, LLC | 32,035 | $163.5 萬 | 1.25% | −3,894−10.8% | 減碼 |
| Fidelis Capital Partners, LLC | 31,753 | $162.1 萬 | 0.09% | +5,203+19.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 30,956 | $158.0 萬 | 0.10% | 00.0% | 不變 |
| Modus Advisors, LLC | 30,690 | $156.7 萬 | 0.39% | −4,644−13.1% | 減碼 |
| SRS Capital Advisors, Inc. | 30,647 | $156.5 萬 | 0.01% | +28,839+1,595.1% | 加碼 |
| SMART Wealth LLC | 30,610 | $156.3 萬 | 0.34% | −6,877−18.3% | 減碼 |
| Johnson Investment Counsel Inc | 30,533 | $155.9 萬 | 0.01% | +1,910+6.7% | 加碼 |
| Abound Wealth Management | 30,221 | $154.3 萬 | 0.31% | +1,150+4.0% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 29,878 | $152.5 萬 | 0.63% | −2,326−7.2% | 減碼 |
| Firestone Capital Management | 29,780 | $152.0 萬 | 0.28% | +122+0.4% | 加碼 |
| Guild Investment Management, Inc. | 29,587 | $151.0 萬 | 1.03% | −764−2.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 29,525 | $150.7 萬 | 0.01% | +3,361+12.8% | 加碼 |
| Arete Wealth Advisors, LLC | 29,323 | $149.7 萬 | 0.10% | +5,130+21.2% | 加碼 |
| Warren Averett Asset Management, LLC | 29,274 | $149.4 萬 | 0.01% | +2,497+9.3% | 加碼 |
| 180 Wealth Advisors, LLC | 29,198 | $149.1 萬 | 0.15% | −2,462−7.8% | 減碼 |
| WealthPlan Investment Management, LLC | 29,141 | $148.8 萬 | 0.07% | −82−0.3% | 減碼 |
| Pathstone Holdings, LLC | 28,531 | $145.7 萬 | 0.00% | −29,802−51.1% | 減碼 |
| Walleye Trading LLC | 28,469 | $145.3 萬 | 0.02% | −4,646−14.0% | 減碼 |
| Precision Wealth Strategies, LLC | 28,456 | $145.3 萬 | 0.44% | +7,328+34.7% | 加碼 |
| AE Wealth Management LLC | 28,184 | $143.9 萬 | 0.01% | +4,820+20.6% | 加碼 |
| Alchemi Wealth, LLC | 28,144 | $143.7 萬 | 0.67% | +5,120+22.2% | 加碼 |
| Financial Designs Corp | 28,136 | $143.6 萬 | 0.77% | −2,073−6.9% | 減碼 |
| Madison Park Capital Advisors, LLC | 6,744 | $143.5 萬 | 1.02% | −14,949−68.9% | 減碼 |
| High Note Wealth, LLC | 27,801 | $141.9 萬 | 0.24% | +27,801 | 新進 |
| Moneta Group Investment Advisors LLC | 27,474 | $140.3 萬 | 0.01% | +5,038+22.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 27,420 | $140.0 萬 | 0.01% | +5,100+22.8% | 加碼 |
| Fort Point Capital Partners LLC | 27,393 | $139.8 萬 | 0.15% | +27,393 | 新進 |
| Vista Finance, LLC | 27,288 | $139.3 萬 | 0.78% | −700−2.5% | 減碼 |
| Permian Investment Partners, LP | 27,000 | $137.8 萬 | 0.16% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 26,993 | $137.8 萬 | 0.04% | +6,246+30.1% | 加碼 |
| Integrated Wealth Concepts LLC | 26,818 | $136.9 萬 | 0.01% | −1,991−6.9% | 減碼 |
| COFG Advisors, LLC | 26,274 | $134.1 萬 | 0.23% | −10,750−29.0% | 減碼 |
| Peloton Wealth Strategists | 26,153 | $133.5 萬 | 0.49% | +1,582+6.4% | 加碼 |
| Bank of America Corp | 25,977 | $132.6 萬 | 0.00% | −3,019−10.4% | 減碼 |
| Betterment LLC | 25,811 | $131.8 萬 | 0.00% | +4,285+19.9% | 加碼 |
| Stansberry Asset Management, LLC | 25,619 | $130.8 萬 | 0.12% | +1,079+4.4% | 加碼 |
| Pensionmark Financial Group, LLC | 21,653 | $127.4 萬 | 0.02% | −486−2.2% | 減碼 |
| Merit Financial Group, LLC | 24,759 | $126.4 萬 | 0.01% | −683−2.7% | 減碼 |
| Atria Investments LLC | 24,542 | $125.3 萬 | 0.01% | +7,859+47.1% | 加碼 |
| CIBC Bancorp USA Inc. | – | $125.1 萬 | 0.00% | – | – |
| Wedmont Private Capital | 22,064 | $122.7 萬 | 0.03% | +11,151+102.2% | 加碼 |
| Clearstead Advisors, LLC | 23,996 | $122.5 萬 | 0.01% | −562−2.3% | 減碼 |
| GK Wealth Management LLC | 23,957 | $122.3 萬 | 0.74% | +23,957 | 新進 |
| Bearing Point Capital, LLC | 23,756 | $121.3 萬 | 0.16% | −7,480−23.9% | 減碼 |
| NewEdge Wealth, LLC | 23,448 | $119.7 萬 | 0.01% | +502+2.2% | 加碼 |
| Objective Capital Management, LLC | 23,436 | $119.6 萬 | 1.06% | 00.0% | 不變 |
| JT Stratford LLC | 23,428 | $119.6 萬 | 0.13% | +23,428 | 新進 |
| Cane Capital Partners, LLC | 23,340 | $119.2 萬 | 0.48% | −3,430−12.8% | 減碼 |
| Venture Visionary Partners LLC | 22,800 | $116.4 萬 | 0.03% | +22,800 | 新進 |
| Maripau Wealth Management LLC | 22,609 | $116.1 萬 | 0.41% | +13,177+139.7% | 加碼 |
| Highland Financial Advisors, LLC | 22,085 | $112.7 萬 | 0.25% | +1,554+7.6% | 加碼 |
| Tru Independence Asset Management 2, LLC | 22,010 | $112.4 萬 | 0.61% | 00.0% | 不變 |