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
CGCP CAPITAL GRP FIXED INCM ETF T $5,433.44万0.15%2,432,159 -191,380-7.3% -$427.54万 减仓
SOXX ISHARES TR $5,528.70万0.15%168,220 17,20711.4% $565.52万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $5,548.71万0.15%1,545,603 29,3241.9% $105.27万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $5,595.38万0.16%2,060,914 -316,098-13.3% -$858.21万 减仓
VGT VANGUARD WORLD FD $5,609.65万0.16%80,400 -6,719-7.7% -$468.80万 减仓
ASML ASML HLDG NV $5,650.84万0.16%42,782 -8,111-15.9% -$1,071.34万 减仓
NEE NEXTERA ENERGY INC $5,793.58万0.16%623,770 -76,071-10.9% -$706.55万 减仓
LMUB ISHARES TR $5,928.75万0.16%1,187,412 1,187,412— $5,928.75万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $6,019.53万0.17%801,535 -114,533-12.5% -$860.14万 减仓
IWB ISHARES TR $6,057.38万0.17%169,884 -4,978-2.8% -$177.50万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $6,188.56万0.17%823,056 -79,963-8.9% -$601.24万 减仓
SGOV ISHARES TR $6,194.56万0.17%615,394 62,35111.3% $627.63万 加仓
IEF ISHARES TR $6,227.67万0.17%652,522 100,34618.2% $957.70万 加仓
BSV VANGUARD BD INDEX FDS $6,430.00万0.18%820,049 -49,289-5.7% -$386.47万 减仓
ITOT ISHARES TR $6,430.46万0.18%451,482 -59,893-11.7% -$853.06万 减仓
AMAT APPLIED MATLS INC $6,435.96万0.18%188,302 -48,062-20.3% -$1,642.71万 减仓
EFA ISHARES TR $6,451.70万0.18%664,234 -114,692-14.7% -$1,114.00万 减仓
AMGN AMGEN INC $6,507.09万0.18%184,939 -20,336-9.9% -$715.52万 减仓
SCHF SCHWAB STRATEGIC TR $6,573.68万0.18%2,656,034 -264,933-9.1% -$655.71万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $6,595.06万0.18%1,187,871 -155,805-11.6% -$865.03万 减仓
JBND J P MORGAN EXCHANGE TRADED F $6,747.99万0.19%1,254,973 -146,740-10.5% -$789.02万 减仓
SPYV SPDR SERIES TRUST $6,808.38万0.19%1,203,318 166,94316.1% $944.56万 加仓
ACWX ISHARES TR $6,815.51万0.19%995,401 -53,415-5.1% -$365.73万 减仓
PG PROCTER & GAMBLE CO $6,847.36万0.19%474,063 11,9602.6% $172.75万 加仓
JNJ JOHNSON & JOHNSON $6,885.03万0.19%281,666 -70,463-20.0% -$1,722.39万 减仓
GS GOLDMAN SACHS GROUP INC $6,929.95万0.19%81,915 -16,564-16.8% -$1,401.30万 减仓
VZ VERIZON COMMUNICATIONS INC $7,093.12万0.20%1,412,971 -196,046-12.2% -$984.15万 减仓
MS MORGAN STANLEY $7,181.57万0.20%436,384 -66,741-13.3% -$1,098.36万 减仓
PLTR PALANTIR TECHNOLOGIES INC $7,277.91万0.20%497,533 -28,798-5.5% -$421.26万 减仓
ITA ISHARES TR $7,310.44万0.20%334,192 -390,843-53.9% -$8,549.68万 减仓
CSCO CISCO SYS INC $7,420.01万0.21%956,310 -215,695-18.4% -$1,673.58万 减仓
IAGG ISHARES TR $7,427.88万0.21%1,484,389 4,5840.3% $22.94万 加仓
SPHY SPDR SERIES TRUST $7,515.38万0.21%3,222,719 -155,395-4.6% -$362.38万 减仓
IEUR ISHARES TR $7,614.31万0.21%1,083,579 -385,737-26.3% -$2,710.57万 减仓
VV VANGUARD INDEX FDS $7,693.66万0.21%257,442 -41,118-13.8% -$1,228.81万 减仓
VYM VANGUARD WHITEHALL FDS $7,738.61万0.21%522,526 -104,611-16.7% -$1,549.29万 减仓
MA MASTERCARD INCORPORATED $7,742.28万0.21%154,951 -18,880-10.9% -$943.36万 减仓
BNDX VANGUARD CHARLOTTE FDS $8,032.97万0.22%1,671,795 -112,755-6.3% -$541.79万 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $8,071.15万0.22%1,631,854 -123,802-7.1% -$612.32万 减仓
XLE SELECT SECTOR SPDR TR $8,266.42万0.23%1,349,399 112,8839.1% $691.52万 加仓
IGSB ISHARES TR $8,391.06万0.23%1,596,473 -30,772-1.9% -$161.74万 减仓
IWD ISHARES TR $8,569.71万0.24%401,072 -54,212-11.9% -$1,158.35万 减仓
COWZ PACER FDS TR $8,586.94万0.24%1,372,593 -325,280-19.2% -$2,034.95万 减仓
RTX RTX CORPORATION $8,685.97万0.24%450,284 34,3738.3% $663.05万 加仓
CAT CATERPILLAR INC $8,751.22万0.24%123,525 -25,384-17.0% -$1,798.35万 减仓
PM PHILIP MORRIS INTL INC $8,840.55万0.25%534,689 -131,449-19.7% -$2,173.38万 减仓
HD HOME DEPOT INC $8,882.65万0.25%270,080 -54,225-16.7% -$1,783.40万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $9,270.73万0.26%1,357,751 -139,127-9.3% -$949.96万 减仓
QQQM INVESCO EXCH TRADED FD TR II $9,287.08万0.26%390,837 -48,479-11.0% -$1,151.96万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $9,399.77万0.26%2,816,834 -365,295-11.5% -$1,218.99万 减仓
VO VANGUARD INDEX FDS $9,634.94万0.27%335,502 -48,541-12.6% -$1,394.00万 减仓
IDEF BLACKROCK ETF TRUST $9,672.04万0.27%2,956,001 2,956,001— $9,672.04万 新建仓
IWY ISHARES TR $9,811.25万0.27%394,279 12,4653.3% $310.18万 加仓
VB VANGUARD INDEX FDS $9,830.83万0.27%375,337 -65,364-14.8% -$1,712.01万 减仓
SPDW SPDR INDEX SHS FDS $9,834.78万0.27%2,154,387 348,97219.3% $1,593.06万 加仓
FBND FIDELITY MERRIMACK STR TR $9,851.13万0.27%2,159,388 -307,685-12.5% -$1,403.66万 减仓
VBK VANGUARD INDEX FDS $9,905.25万0.27%327,717 -44,180-11.9% -$1,335.34万 减仓
SMH VANECK ETF TRUST $9,919.67万0.28%258,729 -21,879-7.8% -$838.84万 减仓
IAU ISHARES GOLD TR $9,976.03万0.28%1,131,583 -975,089-46.3% -$8,596.38万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $1.01亿0.28%3,002,233 -624,646-17.2% -$2,109.43万 减仓
CVX CHEVRON CORPORATION $1.02亿0.28%492,077 -32,412-6.2% -$670.60万 减仓
XLI SELECT SECTOR SPDR TR $1.04亿0.29%641,894 -110,533-14.7% -$1,787.65万 减仓
VIG VANGUARD SPECIALIZED FUNDS $1.06亿0.29%493,250 -97,474-16.5% -$2,096.28万 减仓
BLCR BLACKROCK ETF TRUST $1.08亿0.30%2,625,301 2,625,301— $1.08亿 新建仓
LQD ISHARES TR $1.09亿0.30%995,764 -29,718-2.9% -$323.90万 减仓
NFLX NETFLIX INC. $1.09亿0.30%1,129,069 28,1412.6% $270.58万 加仓
SPYG SPDR SERIES TRUST $1.10亿0.30%1,120,507 14,8981.3% $145.87万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $1.14亿0.32%2,960,209 -482,902-14.0% -$1,855.31万 减仓
COST COSTCO WHOLESALE CORPORATION $1.17亿0.32%116,974 -16,892-12.6% -$1,683.17万 减仓
— EXXON MOBIL CORP $1.18亿0.33%695,664 -118,839-14.6% -$2,016.22万 减仓
ABBV ABBVIE INC $1.20亿0.33%551,567 -107,956-16.4% -$2,347.93万 减仓
WMT WALMART INC $1.25亿0.35%1,009,285 -164,039-14.0% -$2,038.68万 减仓
V VISA INC $1.27亿0.35%419,490 -53,251-11.3% -$1,609.46万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $1.27亿0.35%376,221 -78,592-17.3% -$2,656.02万 减仓
CGGR CAPITAL GROUP GROWTH ETF $1.29亿0.36%3,212,572 -431,294-11.8% -$1,733.37万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $1.31亿0.36%1,728,779 -51,415-2.9% -$389.42万 减仓
TSLA TESLA INC $1.32亿0.36%353,885 -10,672-2.9% -$396.73万 减仓
MBB ISHARES TR $1.34亿0.37%1,412,423 -334,150-19.1% -$3,172.75万 减仓
AGG ISHARES TR $1.35亿0.37%1,359,041 -206,419-13.2% -$2,049.12万 减仓
TLH ISHARES TR $1.37亿0.38%1,364,327 -486,125-26.3% -$4,896.25万 减仓
RSP INVESCO EXCHANGE TRADED FD T $1.39亿0.38%721,889 236,89248.8% $4,546.43万 加仓
BINC BLACKROCK ETF TRUST II $1.39亿0.38%2,670,558 -190,967-6.7% -$991.69万 减仓
LLY ELI LILLY & CO $1.39亿0.39%151,246 -805-0.5% -$74.04万 减仓
GOVT ISHARES TR $1.42亿0.40%6,218,729 3,738,116150.7% $8,564.02万 加仓
BDVL BLACKROCK ETF TRUST $1.45亿0.40%5,901,423 -1,372,001-18.9% -$3,381.98万 减仓
VTI VANGUARD INDEX FDS $1.46亿0.41%455,873 -23,947-5.0% -$768.24万 减仓
AVEM AMERICAN CENTY ETF TR $1.48亿0.41%1,833,494 -138,677-7.0% -$1,117.46万 减仓
GLD SPDR GOLD TR $1.48亿0.41%344,770 -75,076-17.9% -$3,230.45万 减仓
IJR ISHARES TR $1.50亿0.42%1,207,467 -145,911-10.8% -$1,813.82万 减仓
MTUM ISHARES TR $1.50亿0.42%626,007 -68,442-9.9% -$1,642.54万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1.51亿0.42%314,685 8,7722.9% $420.35万 加仓
XLK SELECT SECTOR SPDR TR $1.52亿0.42%1,143,014 -197,176-14.7% -$2,620.47万 减仓
SPYM SPDR SERIES TRUST $1.55亿0.43%2,028,092 -375,275-15.6% -$2,872.36万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $1.55亿0.43%2,741,652 -321,770-10.5% -$1,823.79万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1.57亿0.44%2,913,486 -163,565-5.3% -$884.07万 减仓
THRO BLACKROCK ETF TRUST $1.61亿0.45%4,457,803 -144,272-3.1% -$522.55万 减仓
XLF SELECT SECTOR SPDR TR $1.62亿0.45%3,272,285 -918,604-21.9% -$4,535.15万 减仓
SCHD SCHWAB STRATEGIC TR $1.65亿0.46%5,368,583 -929,651-14.8% -$2,852.17万 减仓
EFG ISHARES TR $1.72亿0.48%1,541,314 1,150,931294.8% $1.28亿 加仓
BAI BLACKROCK ETF TRUST $1.72亿0.48%5,232,572 44,7010.9% $147.29万 加仓