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 🔒

2026Q2 买入最多

Cetera Investment Advisers加仓$299.84万
ENVESTNET ASSET MANAGEMENT INC加仓$139.22万
UBS Group AG加仓$98.57万
Stratos Wealth Advisors, LLC新建仓$65.55万
EWA, LLC新建仓$48.87万
CITADEL ADVISORS LLC新建仓$30.76万
ROYAL BANK OF CANADA加仓$27.19万
TRUIST FINANCIAL CORP加仓$24.67万
Per Stirling Capital Management, LLC.加仓$20.53万
FIDUCIARY FINANCIAL ADVISORS新建仓$9.45万
MORGAN STANLEY加仓$8.95万
OSAIC HOLDINGS, INC.加仓$8.01万
DAVENPORT & Co LLC加仓$6.37万
Cerity Partners LLC加仓$5.23万
Oakmont Advisory Group, LLC新建仓$2.52万
JONES FINANCIAL COMPANIES LLLP新建仓$1.12万
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC新建仓$8,515
EVOLUTION WEALTH MANAGEMENT INC.加仓$6,531
Downshift Financial, LLC新建仓$5,225
Walkner Condon Financial Advisors LLC加仓$435

2026Q2 卖出最多

Prospera Financial Services Inc减仓-$106.02万
Orion Porfolio Solutions, LLC清仓-$79.99万
RiverFront Investment Group, LLC减仓-$79.84万
GTS SECURITIES LLC清仓-$71.03万
LPL Financial LLC减仓-$28.85万
JANE STREET GROUP, LLC减仓-$16.63万
WELLS FARGO & COMPANY/MN减仓-$6.92万
MAI Capital Management清仓-$6.50万
Janney Montgomery Scott LLC重新持有-$4.37万
Baird Financial Group, Inc.减仓-$3.51万
Advisory Services Network, LLC清仓-$6,240
Spartan Wealth Advisory Services LLC减仓-$3,135
RAYMOND JAMES FINANCIAL INC减仓-$3,135
ASSETMARK, INC减仓-$2,612

2026Q2 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 STANLEY362,149$3,153.64万0.00%1,028加仓
Cetera Investment Advisers202,982$1,767.60万0.02%34,432加仓
Per Stirling Capital Management, LLC.186,554$1,624.54万1.54%2,358加仓
ENVESTNET ASSET MANAGEMENT INC171,614$1,494.43万0.00%15,988加仓
Prospera Financial Services Inc129,472$1,127.49万0.16%-12,175减仓
RiverFront Investment Group, LLC112,606$980.59万0.13%-9,168减仓
TRUIST FINANCIAL CORP88,344$769.31万0.01%2,833加仓
ROYAL BANK OF CANADA48,096$418.80万0.00%3,123加仓
UBS Group AG41,732$363.41万0.00%11,319加仓
JANE STREET GROUP, LLC22,875$199.20万0.00%-1,910减仓
Cerity Partners LLC21,741$189.32万0.00%601加仓
LPL Financial LLC17,909$155.96万0.00%-3,313减仓
Baird Financial Group, Inc.13,969$121.64万0.00%-403减仓
RAYMOND JAMES FINANCIAL INC13,194$114.89万0.00%-36减仓
DAVENPORT & Co LLC12,095$105.32万0.01%732加仓
Stratos Wealth Advisors, LLC7,528$65.55万0.04%7,528新建仓
Walkner Condon Financial Advisors LLC6,182$53.83万0.06%5加仓
CENTRAL TRUST Co5,969$51.98万0.01%0不变
Janney Montgomery Scott LLC5,651$49.20万0.00%-502重新持有
EWA, LLC5,612$48.87万0.09%5,612新建仓
STIFEL FINANCIAL CORP3,982$34.68万0.00%1加仓
Dana Investment Advisors, Inc.3,798$33.07万0.01%0不变
CITADEL ADVISORS LLC3,532$30.76万0.00%3,532新建仓
GAMMA Investing LLC3,471$30.23万0.01%0不变
MONEYWISE, INC.3,458$30.11万0.11%0不变
OSAIC HOLDINGS, INC.3,193$27.88万0.00%918加仓
Strategic Equity Management2,920$25.43万0.09%0不变
Spartan Wealth Advisory Services LLC2,770$24.12万0.02%-36减仓
FULTON BREAKEFIELD BROENNIMAN LLC2,658$23.15万0.01%0不变
FIRST TRUST ADVISORS LP2,551$22.21万0.00%0不变
Bison Wealth, LLC2,354$20.80万0.02%0不变
COMPASS FINANCIAL MANAGEMENT LLC2,261$19.69万0.02%——
FIDUCIARY FINANCIAL ADVISORS1,088$9.45万0.01%1,088新建仓
HARBOUR INVESTMENTS, INC.946$8.24万0.00%0不变
LANARK FINANCIAL, INC.624$5.44万0.00%0不变
EVOLUTION WEALTH MANAGEMENT INC.546$4.75万0.03%75加仓
BANK OF MONTREAL /CAN/422$3.67万0.00%0不变
Elevated Capital Advisors, LLC417$3.63万0.01%0不变
Rockefeller Capital Management L.P.310$2.70万0.00%0不变
Oakmont Advisory Group, LLC289$2.52万0.02%289新建仓
NewEdge Advisors, LLC225$1.96万0.00%0不变
AE Wealth Management LLC185$1.61万0.00%0不变
ASSETMARK, INC170$1.48万0.00%-30减仓
Golden State Wealth Management, LLC170$1.48万0.00%0不变
Geneos Wealth Management Inc.150$1.31万0.00%0不变
JONES FINANCIAL COMPANIES LLLP130$1.12万0.00%130新建仓
Arax Advisory Partners121$1.05万0.00%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC99$8,5150.00%99新建仓
HANTZ FINANCIAL SERVICES, INC.65$6,0000.00%0不变
Downshift Financial, LLC60$5,2250.00%60新建仓

内部人交易(Form 4)

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