13F 机构持仓

AFDM FIRST TR EXCH TRADED FD III

RIVRFRNT DYN DEV

持有机构数522026Q2
26Q126Q2
机构合计持股(股)1,519,2422026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2521,519,242$1.32亿 91394$393.80万
2026Q1461,484,113$1.22亿 414111$356.00万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Cetera Investment Advisers加仓$244.72万
MORGAN STANLEY加仓$78.42万
GTS SECURITIES LLC新建仓$71.03万
ENVESTNET ASSET MANAGEMENT INC加仓$65.20万
ROYAL BANK OF CANADA加仓$24.46万
UBS Group AG加仓$23.79万
Bison Wealth, LLC新建仓$20.44万
JANE STREET GROUP, LLC加仓$19.88万
RAYMOND JAMES FINANCIAL INC加仓$15.44万
Cerity Partners LLC加仓$10.24万
DAVENPORT & Co LLC加仓$10.02万
LPL Financial LLC加仓$8.56万
STIFEL FINANCIAL CORP加仓$4.42万
AE Wealth Management LLC新建仓$1.52万
Arax Advisory Partners新建仓$9,936
Walkner Condon Financial Advisors LLC加仓$6,322
Claris Financial LLC加仓$5,091
EVOLUTION WEALTH MANAGEMENT INC.加仓$575

2026Q1 卖出最多

Per Stirling Capital Management, LLC.减仓-$145.72万
TRUIST FINANCIAL CORP减仓-$22.77万
OSAIC HOLDINGS, INC.减仓-$15.96万
Orion Porfolio Solutions, LLC减仓-$14.58万
RiverFront Investment Group, LLC减仓-$13.77万
Prospera Financial Services Inc减仓-$10.89万
GAMMA Investing LLC减仓-$10.36万
Elevated Capital Advisors, LLC减仓-$7.89万
BANK OF MONTREAL /CAN/减仓-$8,211
WELLS FARGO & COMPANY/MN减仓-$7,310
Qube Research & Technologies Ltd清仓-$5,796
CENTRAL TRUST Co减仓-$2,381

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
MORGAN STANLEY361,121$2,965.18万0.00%9,551加仓
Per Stirling Capital Management, LLC.184,196$1,512.44万1.67%-17,747减仓
Cetera Investment Advisers168,550$1,383.97万0.01%29,804加仓
ENVESTNET ASSET MANAGEMENT INC155,626$1,277.85万0.00%7,940加仓
Prospera Financial Services Inc141,647$1,163.10万0.19%-1,326减仓
RiverFront Investment Group, LLC121,774$999.89万0.15%-1,677减仓
TRUIST FINANCIAL CORP85,511$702.13万0.01%-2,773减仓
ROYAL BANK OF CANADA44,973$369.30万0.00%2,979加仓
UBS Group AG30,413$249.72万0.00%2,897加仓
JANE STREET GROUP, LLC24,785$203.51万0.00%2,421加仓
LPL Financial LLC21,222$174.26万0.00%1,042加仓
Cerity Partners LLC21,140$173.58万0.00%1,247加仓
Claris Financial LLC16,924$138.96万0.76%62加仓
Baird Financial Group, Inc.14,372$118.01万0.00%0不变
RAYMOND JAMES FINANCIAL INC13,230$108.63万0.00%1,880加仓
DAVENPORT & Co LLC11,363$93.30万0.01%1,220加仓
Orion Porfolio Solutions, LLC9,742$79.99万0.01%-1,776减仓
GTS SECURITIES LLC8,650$71.03万0.03%8,650新建仓
Walkner Condon Financial Advisors LLC6,177$50.72万0.07%77加仓
CENTRAL TRUST Co5,969$49.01万0.01%-29减仓
STIFEL FINANCIAL CORP3,981$32.68万0.00%538加仓
Dana Investment Advisors, Inc.3,798$31.19万0.01%0不变
GAMMA Investing LLC3,471$28.50万0.01%-1,262减仓
MONEYWISE, INC.3,458$28.39万0.12%0不变
Strategic Equity Management2,920$23.98万0.09%0不变
Spartan Wealth Advisory Services LLC2,806$23.04万0.02%——
FULTON BREAKEFIELD BROENNIMAN LLC2,658$21.82万0.01%0不变
FIRST TRUST ADVISORS LP2,551$20.95万0.00%0不变
Bison Wealth, LLC2,354$20.44万0.02%2,354新建仓
OSAIC HOLDINGS, INC.2,275$18.75万0.00%-1,936减仓
WELLS FARGO & COMPANY/MN1,283$10.54万0.00%-89减仓
HARBOUR INVESTMENTS, INC.946$7.77万0.00%0不变
MAI Capital Management791$6.50万0.00%0不变
LANARK FINANCIAL, INC.624$5.13万0.00%0不变
EVOLUTION WEALTH MANAGEMENT INC.471$3.87万0.03%7加仓
BANK OF MONTREAL /CAN/422$3.47万0.00%-100减仓
Elevated Capital Advisors, LLC417$3.42万0.01%-961减仓
Rockefeller Capital Management L.P.310$2.55万0.00%0不变
NewEdge Advisors, LLC225$1.85万0.00%0不变
ASSETMARK, INC200$1.64万0.00%0不变
AE Wealth Management LLC185$1.52万0.00%185新建仓
Golden State Wealth Management, LLC170$1.40万0.00%0不变
Geneos Wealth Management Inc.150$1.23万0.00%0不变
Arax Advisory Partners121$9,9360.00%121新建仓
Advisory Services Network, LLC76$6,2400.00%0重新持有
HANTZ FINANCIAL SERVICES, INC.65$5,0000.00%0不变

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