13F 机构持仓

MML INVESTORS SERVICES, LLC

SPRINGFIELD MA · SEC CIK 0000701059

2026Q22026Q1 更早 9 个季度 🔒
$360.58亿2026Q1 申报市值
2,995持仓数
15.7%前十大占比 · 第一大 3.3%
181 / 138新建仓 / 清仓
申报市值走势$490.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.3%
NVDA 1.9%
AAPL 1.8%
MSFT 1.4%
VEA 1.4%
AMZN 1.2%
QQQ 1.2%
IEMG 1.2%
DYNF 1.2%
VOO 1.1%

2026Q1 买入最多 按季末市值估算

EFG 加仓+$1.28亿
BLCR 新建仓+$1.08亿
IDEF 新建仓+$9,672.04万
GOVT 加仓+$8,564.02万
LMUB 新建仓+$5,928.75万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$2.71亿
IAU 减仓-$8,596.38万
QQQ 减仓-$8,567.83万
ITA 减仓-$8,549.68万
QUAL 减仓-$8,305.47万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
GRID FIRST TR EXCHANGE-TRADED FD $3,096.13万0.09%189,273 66,02353.6% $1,080.00万 加仓
IEZ ISHARES TR $3,103.57万0.09%1,072,044 1,050,0624,776.9% $3,039.93万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $3,151.30万0.09%284,465 26,44010.2% $292.90万 加仓
IYJ ISHARES TR $3,159.81万0.09%214,166 -43,071-16.7% -$635.47万 减仓
SPEM SPDR INDEX SHS FDS $3,170.58万0.09%675,885 -46,255-6.4% -$216.98万 减仓
JAAA JANUS DETROIT STR TR $3,198.73万0.09%635,047 39,7746.7% $200.34万 加仓
C CITIGROUP INC $3,201.09万0.09%282,258 -83,203-22.8% -$943.61万 减仓
PAYX PAYCHEX INC $3,205.80万0.09%348,003 -25,104-6.7% -$231.26万 减仓
DFAI DIMENSIONAL ETF TRUST $3,211.55万0.09%824,320 -24,486-2.9% -$95.40万 减仓
BAC BANK AMERICA CORP $3,214.26万0.09%659,336 -235,523-26.3% -$1,148.17万 减仓
GEV GE VERNOVA INC $3,221.05万0.09%36,901 -1,738-4.5% -$151.71万 减仓
XLU SELECT SECTOR SPDR TR $3,230.41万0.09%703,946 66,03010.4% $303.01万 加仓
COF CAPITAL ONE FINL CORP $3,233.40万0.09%177,240 -33,950-16.1% -$619.35万 减仓
QCOM QUALCOMM INC $3,235.39万0.09%251,234 -55,016-18.0% -$708.50万 减仓
FESM FIDELITY COVINGTON TRUST $3,269.06万0.09%860,278 4,7990.6% $18.24万 加仓
ANET ARISTA NETWORKS INC $3,276.77万0.09%266,882 -21,626-7.5% -$265.52万 减仓
MGK VANGUARD WORLD FD $3,303.27万0.09%89,900 -20,229-18.4% -$743.29万 减仓
VONV VANGUARD SCOTTSDALE FDS $3,312.96万0.09%353,420 -39,130-10.0% -$366.80万 减仓
IAI ISHARES TR $3,325.38万0.09%202,545 -35,024-14.7% -$575.02万 减仓
AVUS AMERICAN CENTY ETF TR $3,330.04万0.09%299,518 -35,134-10.5% -$390.62万 减仓
NOW SERVICENOW INC $3,368.38万0.09%322,179 -8,572-2.6% -$89.62万 减仓
VCSH VANGUARD SCOTTSDALE FDS $3,380.55万0.09%426,460 -78,608-15.6% -$623.13万 减仓
PAVE GLOBAL X FDS $3,381.10万0.09%665,439 10,3771.6% $52.73万 加仓
SO SOUTHERN CO $3,390.04万0.09%351,226 -35,041-9.1% -$338.22万 减仓
USMV ISHARES TR $3,392.75万0.09%365,834 -142,437-28.0% -$1,320.96万 减仓
PEP PEPSICO INC $3,395.03万0.09%218,625 -27,650-11.2% -$429.38万 减仓
— DIMENSIONAL ETF TRUST $3,402.17万0.09%875,494 -103,108-10.5% -$400.68万 减仓
ORCL ORACLE CORP $3,402.21万0.09%231,270 -54,046-18.9% -$795.07万 减仓
REVS COLUMBIA ETF TR I $3,413.50万0.09%1,192,696 53,7714.7% $153.89万 加仓
SHV ISHARES TR $3,419.13万0.09%309,732 -59,998-16.2% -$662.32万 减仓
USB US BANCORP $3,435.16万0.10%660,480 -107,321-14.0% -$558.18万 减仓
FDVV FIDELITY COVINGTON TRUST $3,457.77万0.10%625,954 14,2002.3% $78.44万 加仓
TJX TJX COS INC NEW $3,468.95万0.10%217,216 -30,521-12.3% -$487.42万 减仓
NVS NOVARTIS AG $3,507.04万0.10%229,593 -13,178-5.4% -$201.29万 减仓
APUE TRUST FOR PROFESSIONAL MANAG $3,520.32万0.10%878,324 89,48811.3% $358.67万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $3,548.77万0.10%1,808,289 -116,487-6.1% -$228.61万 减仓
CGBL CAPITAL GROUP CORE BALANCED $3,612.72万0.10%1,049,905 73,3277.5% $252.32万 加仓
COWG PACER FDS TR $3,621.39万0.10%1,073,358 -75,490-6.6% -$254.69万 减仓
PULS PGIM ETF TR $3,667.32万0.10%740,872 5,0570.7% $25.03万 加仓
COP CONOCOPHILLIPS $3,682.50万0.10%278,977 -30,527-9.9% -$402.96万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $3,711.92万0.10%1,363,172 117,3589.4% $319.57万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $3,758.27万0.10%798,274 277,03053.1% $1,304.26万 加仓
VBR VANGUARD INDEX FDS $3,779.38万0.10%173,964 -28,299-14.0% -$614.80万 减仓
SBUX STARBUCKS CORP $3,832.33万0.11%427,763 -90,642-17.5% -$812.06万 减仓
PANW PALO ALTO NETWORKS INC $3,899.04万0.11%243,204 -9,691-3.8% -$155.37万 减仓
DIS DISNEY WALT CO $3,900.12万0.11%404,660 -84,177-17.2% -$811.30万 减仓
WFC WELLS FARGO & CO $3,923.53万0.11%492,844 -97,994-16.6% -$780.13万 减仓
MU MICRON TECHNOLOGY INC $3,934.27万0.11%116,454 -16,569-12.5% -$559.77万 减仓
XLC SELECT SECTOR SPDR TR $3,936.07万0.11%355,048 -151,780-29.9% -$1,682.64万 减仓
VOT VANGUARD INDEX FDS $3,971.05万0.11%154,306 -7,091-4.4% -$182.49万 减仓
IYW ISHARES TR $3,986.03万0.11%219,713 -129,910-37.2% -$2,356.83万 减仓
BKNG BOOKING HOLDINGS INC $3,988.55万0.11%9,473 -798-7.8% -$335.99万 减仓
SNA SNAP ON INC $4,037.18万0.11%111,150 -22,911-17.1% -$832.17万 减仓
VT VANGUARD INTL EQUITY INDEX F $4,037.41万0.11%291,889 10,4103.7% $143.99万 加仓
XLG INVESCO EXCHANGE TRADED FD T $4,041.10万0.11%740,807 -122,111-14.2% -$666.12万 减仓
XLY SELECT SECTOR SPDR TR $4,079.49万0.11%374,334 -128,510-25.6% -$1,400.50万 减仓
UNP UNION PAC CORP $4,097.30万0.11%168,877 -14,088-7.7% -$341.80万 减仓
VTEB VANGUARD MUN BD FDS $4,111.72万0.11%824,157 -153,028-15.7% -$763.46万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $4,123.49万0.11%1,570,255 240,30818.1% $631.05万 加仓
HDV ISHARES TR $4,134.82万0.11%304,658 -2,599-0.8% -$35.27万 减仓
IXUS ISHARES TR $4,224.08万0.12%487,543 -8,654-1.7% -$74.98万 减仓
CRM SALESFORCE INC $4,333.32万0.12%232,138 -44,556-16.1% -$831.73万 减仓
PH PARKER-HANNIFIN CORP $4,371.67万0.12%48,832 -12,872-20.9% -$1,152.36万 减仓
VLUE ISHARES TR $4,394.03万0.12%309,025 250,800430.7% $3,566.13万 加仓
BIV VANGUARD BD INDEX FDS $4,399.88万0.12%570,080 -40,498-6.6% -$312.56万 减仓
CME CME GROUP INC $4,402.83万0.12%149,071 -10,754-6.7% -$317.62万 减仓
VOE VANGUARD INDEX FDS $4,454.60万0.12%241,730 -790-0.3% -$14.56万 减仓
MCD MCDONALDS CORP $4,455.08万0.12%143,347 -18,649-11.5% -$579.59万 减仓
ABT ABBOTT LABORATORIES $4,490.31万0.12%437,353 -136,447-23.8% -$1,400.90万 减仓
MRK MERCK & CO INC $4,573.39万0.13%380,197 -32,570-7.9% -$391.78万 减仓
IBM INTERNATIONAL BUSINESS MACHS $4,633.10万0.13%191,142 -34,163-15.2% -$828.08万 减仓
JPST J P MORGAN EXCHANGE TRADED F $4,678.10万0.13%924,343 -287,475-23.7% -$1,454.91万 减仓
GE GE AEROSPACE $4,681.14万0.13%164,962 -19,514-10.6% -$553.75万 减仓
HYG ISHARES TR $4,709.89万0.13%591,992 -38,277-6.1% -$304.53万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $4,733.45万0.13%2,423,681 -204,975-7.8% -$400.32万 减仓
AMD ADVANCED MICRO DEVICES INC $4,737.88万0.13%232,900 -20,124-8.0% -$409.38万 减仓
KO COCA COLA CO $4,777.17万0.13%628,161 -89,129-12.4% -$677.83万 减仓
IWM ISHARES TR $4,794.32万0.13%193,319 -30,811-13.7% -$764.11万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $4,807.22万0.13%1,576,137 21,8461.4% $66.63万 加仓
LMT LOCKHEED MARTIN CORP $4,819.14万0.13%79,736 -31,185-28.1% -$1,884.78万 减仓
HEFA ISHARES TR $4,825.79万0.13%1,135,613 -123,470-9.8% -$524.69万 减仓
JPEF J P MORGAN EXCHANGE TRADED F $4,833.74万0.13%673,133 -199,853-22.9% -$1,435.14万 减仓
SHY ISHARES TR $4,856.07万0.13%588,116 -169,235-22.3% -$1,397.37万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $5,018.62万0.14%346,064 -37,286-9.7% -$540.72万 减仓
DUK DUKE ENERGY CORP NEW $5,024.12万0.14%383,697 -49,020-11.3% -$641.87万 减仓
BIL SPDR SERIES TRUST $5,040.60万0.14%550,043 -224,506-29.0% -$2,057.37万 减仓
PLD PROLOGIS INC. $5,050.69万0.14%382,107 -83,536-17.9% -$1,104.18万 减仓
FBCG FIDELITY COVINGTON TRUST $5,124.06万0.14%1,022,358 -157,381-13.3% -$788.79万 减仓
SDY SPDR SERIES TRUST $5,135.76万0.14%351,909 -54,812-13.5% -$799.93万 减仓
T AT&T INC $5,207.32万0.14%1,796,246 -26,552-1.5% -$76.97万 减仓
UBER UBER TECHNOLOGIES INC $5,218.32万0.14%725,473 -22,000-2.9% -$158.25万 减仓
ETN EATON CORP PLC $5,258.64万0.15%147,025 5,0403.5% $180.27万 加仓
BLK BLACKROCK INC $5,281.51万0.15%54,918 -17,540-24.2% -$1,686.84万 减仓
VXUS VANGUARD STAR FDS $5,287.66万0.15%685,730 -118,834-14.8% -$916.33万 减仓
IQLT ISHARES TR $5,302.59万0.15%1,147,002 -131,405-10.3% -$607.49万 减仓
XLV SELECT SECTOR SPDR TR $5,332.06万0.15%363,690 -80,063-18.0% -$1,173.80万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $5,394.23万0.15%1,368,052 -296,612-17.8% -$1,169.54万 减仓
SCHW SCHWAB CHARLES CORP $5,404.01万0.15%575,017 -117,168-16.9% -$1,101.14万 减仓
SPMO INVESCO EXCH TRADED FD TR II $5,412.92万0.15%482,823 -84,177-14.8% -$943.71万 减仓
SLV ISHARES SILVER TR $5,419.26万0.15%795,313 -606,891-43.3% -$4,135.35万 减仓