Upexi, Inc.
UPXI- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001775194
近 90 天，Upexi, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 47 家機構在 13F 申報持有，市值合計 $1,022 萬；沒有大師持有。
2026 年第 1 季 13F 持有人
Upexi, Inc. 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
- 55
- 較 2025 年第 4 季 −8 家
- 持有股數
- 1,476 萬
- 較 2025 年第 4 季 −247.7 萬 (−14.4%)
- 總市值
- $1,451 萬
- 較 2025 年第 4 季 −$1,442 萬 (−49.9%)
- 新進機構
- 13
- 另有 9 家加碼
- 清倉機構
- 21
- 另有 19 家減碼
另有 2 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 UPXI 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 | 47 | $1,022 萬 |
| 2026 年第 1 季 | 55 | $1,451 萬 |
| 2025 年第 4 季 | 65 | $3,013 萬 |
| 2025 年第 3 季 | 69 | $8,914 萬 |
| 2025 年第 2 季 | 30 | $1,988 萬 |
| 2025 年第 1 季 | 6 | $2.83 萬 |
| 2024 年第 4 季 | 7 | $5.57 萬 |
| 2024 年第 3 季 | 8 | $6.85 萬 |
| 2024 年第 2 季 | 14 | $24.0 萬 |
| 2024 年第 1 季 | 16 | $44.0 萬 |
| 2023 年第 4 季 | 19 | $87.7 萬 |
| 2023 年第 3 季 | 13 | $105.1 萬 |
| 2023 年第 2 季 | 15 | $137.0 萬 |
| 2023 年第 1 季 | 12 | $113.7 萬 |
| 2022 年第 4 季 | 17 | $109.3 萬 |
| 2022 年第 3 季 | 13 | $197.5 萬 |
| 2022 年第 2 季 | 12 | $298.5 萬 |
| 2022 年第 1 季 | 9 | $194.9 萬 |
| 2021 年第 4 季 | 9 | $119.9 萬 |
| 2021 年第 3 季 | 10 | $45.4 萬 |
| 2021 年第 2 季 | 6 | $88.4 萬 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 1 季持有機構
每家機構持有 Upexi, Inc. 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 |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 3,382,602 | $333.5 萬 | 0.00% | +3,382,602 | 新進 |
| Arrington Capital Management, LLC | 2,760,107 | $272.0 萬 | 3.09% | 00.0% | 不變 |
| MMCAP International Inc. SPC | 2,326,777 | $229.3 萬 | 0.20% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 775,862 | $76.8 萬 | 0.00% | +330,911+74.4% | 加碼 |
| UBS Group AG | 765,776 | $75.5 萬 | 0.00% | +285,891+59.6% | 加碼 |
| Susquehanna International Group, LLP | 698,728 | $68.9 萬 | 0.00% | −71,004−9.2% | 減碼 |
| BlackRock, Inc. | 681,308 | $67.1 萬 | 0.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 538,517 | $53.1 萬 | 0.00% | +38,907+7.8% | 加碼 |
| HRT Financial LP | 417,849 | $41.1 萬 | 0.00% | +417,849 | 新進 |
| Vanguard Fiduciary Trust Co | 327,983 | $32.3 萬 | 0.00% | +327,983 | 新進 |
| Millennium Management LLC | 294,184 | $29.0 萬 | 0.00% | −552,361−65.2% | 減碼 |
| State Street Corp | 192,022 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 190,695 | $18.8 萬 | 0.00% | −709,131−78.8% | 減碼 |
| Quantbot Technologies LP | 123,419 | $12.2 萬 | 0.00% | +123,419 | 新進 |
| Omers Administration Corp | 120,800 | $11.9 萬 | 0.00% | +19,600+19.4% | 加碼 |
| XTX Topco Ltd | 119,454 | $11.8 萬 | 0.00% | −33,419−21.9% | 減碼 |
| Northern Trust Corp | 108,220 | $10.7 萬 | 0.00% | +18,630+20.8% | 加碼 |
| J. Derek Lewis & Associates Inc. | 97,000 | $9.56 萬 | 0.02% | −55,000−36.2% | 減碼 |
| National Bank of Canada | 82,000 | $8.08 萬 | 0.00% | −29,300−26.3% | 減碼 |
| Point72 Asset Management, L.P. | 71,090 | $7.01 萬 | 0.00% | −335,168−82.5% | 減碼 |
| Pinnacle Financial Partners, Inc. | 70,720 | $6.97 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 70,028 | $6.90 萬 | 0.00% | −658,899−90.4% | 減碼 |
| Millington Financial Advisors, LLC | 40,000 | $5.40 萬 | 0.02% | 00.0% | 不變 |
| Engineers Gate Manager LP | 52,853 | $5.21 萬 | 0.00% | −67,536−56.1% | 減碼 |
| IMC-Chicago, LLC | 48,070 | $4.74 萬 | 0.00% | +48,070 | 新進 |
| Commonwealth Equity Services, LLC | 32,625 | $3.22 萬 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 30,520 | $3.01 萬 | 0.00% | −249,059−89.1% | 減碼 |
| Shariaportfolio, Inc. | 27,789 | $2.74 萬 | 0.01% | −52,039−65.2% | 減碼 |
| Cetera Investment Advisers | 24,207 | $2.39 萬 | 0.00% | +547+2.3% | 加碼 |
| Quadrature Capital Ltd | 23,169 | $2.28 萬 | 0.00% | −338,488−93.6% | 減碼 |
| Goldman Sachs Group Inc | 22,191 | $2.19 萬 | 0.00% | −35,264−61.4% | 減碼 |
| Price T Rowe Associates Inc | 20,500 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 18,514 | $1.83 萬 | 0.00% | +18,514 | 新進 |
| Clearstead Advisors, LLC | 16,000 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 15,100 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial, LLC | 13,500 | $1.33 萬 | 0.00% | +13,500 | 新進 |
| LPL Financial LLC | 13,267 | $1.31 萬 | 0.00% | −11,100−45.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 11,700 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 11,525 | $1.14 萬 | 0.00% | +800+7.5% | 加碼 |
| Smith Thornton Advisors LLC | 11,000 | $1.08 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 10,500 | $1.03 萬 | 0.00% | +10,500 | 新進 |
| Mariner, LLC | 10,005 | $9,861 | 0.00% | +5+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 10,000 | $9,856 | 0.00% | −3,725−27.1% | 減碼 |
| Rossby Financial, LCC | 9,200 | $9,085 | 0.00% | +4,100+80.4% | 加碼 |
| Morgan Stanley | 7,100 | $6,998 | 0.00% | −130,688−94.8% | 減碼 |
| SBI Securities Co., Ltd. | 1,766 | $1,741 | 0.00% | −67,320−97.4% | 減碼 |
| Portus Wealth Advisors, LLC | 1,592 | $1,569 | 0.00% | +1,592 | 新進 |
| Avion Wealth | 1,581 | $1,000 | 0.00% | +1,581 | 新進 |
| MAI Capital Management | 875 | $863 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 113 | $111 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 67 | $67 | 0.00% | +67 | 新進 |
| Citigroup Inc | 5 | $5 | 0.00% | +5 | 新進 |
| Farther Finance Advisors, LLC | 4 | $4 | 0.00% | −28−87.5% | 減碼 |
| Royal Bank of Canada | 70 | $0 | 0.00% | −1−1.4% | 減碼 |
| Strategic Investment Solutions, Inc. | 56,419 | $0 | 0.00% | +56,419 | 新進 |
| Marex Group plc | 0 | $0 | 0.00% | −2,507,176−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −744,441−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −197,180−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −174,767−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −159,800−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87,203−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −59,342−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −52,000−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −33,881−100.0% | 清倉 |
| Keystone Financial Group | 0 | $0 | 0.00% | −27,325−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −24,913−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −18,180−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,154−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −16,538−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,581−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,131−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,045−100.0% | 清倉 |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −1,623−100.0% | 清倉 |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |