AGGH SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BOND E
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 96 | 19,894,943 | $4.01亿 | 17 | 47 | 24 | 15 | $8,343.25万 |
| 2026Q1 | 90 | 15,685,616 | $3.19亿 | 17 | 43 | 22 | 7 | $1.06亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| WCG Wealth Advisors LLC | 新建仓 | $3,801.01万 |
| Sowell Financial Services LLC | 新建仓 | $2,439.29万 |
| WealthPlan Investment Management, LLC | 加仓 | $936.52万 |
| Brookwood Investment Group LLC | 加仓 | $879.45万 |
| LPL Financial LLC | 加仓 | $814.40万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 加仓 | $595.04万 |
| Simplify Asset Management Inc. | 加仓 | $508.75万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $389.43万 |
| RiverTree Advisors, LLC | 新建仓 | $319.21万 |
| Elevated Capital Advisors, LLC | 加仓 | $240.24万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $227.03万 |
| Great Diamond Partners, LLC | 加仓 | $179.96万 |
| GeoWealth Management, LLC | 新建仓 | $130.25万 |
| LANARK FINANCIAL, INC. | 加仓 | $114.94万 |
| EVOLUTION WEALTH MANAGEMENT INC. | 加仓 | $99.99万 |
| Park Edge Advisors, LLC | 加仓 | $93.12万 |
| Key Capital Management, INC | 加仓 | $76.79万 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 新建仓 | $59.91万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $48.05万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $44.76万 |
2026Q1 卖出最多
| POM Investment Strategies, LLC | 减仓 | -$475.76万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$347.69万 |
| Encompass More Asset Management | 清仓 | -$283.86万 |
| IEQ CAPITAL, LLC | 清仓 | -$144.08万 |
| AE Wealth Management LLC | 减仓 | -$129.63万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$105.84万 |
| J HAGAN CAPITAL, INC. | 减仓 | -$99.42万 |
| Beacon Capital Management, LLC | 减仓 | -$72.40万 |
| Thrivent Financial for Lutherans | 清仓 | -$51.70万 |
| Integrated Advisors Network LLC | 减仓 | -$40.02万 |
| Andina Capital Management, LLC | 减仓 | -$37.50万 |
| Financial Enhancement Group LLC | 减仓 | -$36.85万 |
| Magnolia Private Wealth, LLC | 清仓 | -$36.02万 |
| HRT FINANCIAL LP | 清仓 | -$25.70万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$24.82万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$23.35万 |
| Cetera Investment Advisers | 减仓 | -$20.18万 |
| Balance Wealth Partners LLC | 减仓 | -$19.28万 |
| CreativeOne Wealth, LLC | 减仓 | -$15.44万 |
| Authentikos Wealth Advisory, LLC | 减仓 | -$8.68万 |
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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 2,109,127 | $4,292.07万 | 0.66% | 250,000 | 加仓 |
| WCG Wealth Advisors LLC | 1,867,814 | $3,801.01万 | 1.06% | 1,867,814 | 新建仓 |
| Sowell Financial Services LLC | 1,198,667 | $2,439.29万 | 0.90% | 1,198,667 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,196,695 | $2,435.28万 | 0.01% | 111,561 | 加仓 |
| LPL Financial LLC | 807,669 | $1,643.61万 | 0.00% | 400,199 | 加仓 |
| WealthPlan Investment Management, LLC | 718,613 | $1,462.38万 | 0.81% | 460,206 | 加仓 |
| AE Wealth Management LLC | 703,684 | $1,432.00万 | 0.08% | -63,698 | 减仓 |
| Stadion Money Management, LLC | 687,642 | $1,399.40万 | 1.41% | 9,501 | 加仓 |
| Great Diamond Partners, LLC | 569,038 | $1,157.99万 | 2.23% | 88,431 | 加仓 |
| Brookwood Investment Group LLC | 468,796 | $954.00万 | 1.18% | 432,160 | 加仓 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 423,120 | $861.05万 | 1.45% | 292,401 | 加仓 |
| OSAIC HOLDINGS, INC. | 419,351 | $853.38万 | 0.01% | -170,857 | 减仓 |
| Park Edge Advisors, LLC | 410,019 | $834.39万 | 1.92% | 45,757 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 405,197 | $824.58万 | 0.12% | 191,365 | 加仓 |
| Elevated Capital Advisors, LLC | 351,530 | $715.36万 | 1.80% | 118,054 | 加仓 |
| Financial Enhancement Group LLC | 284,674 | $586.00万 | 0.71% | -17,900 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 191,098 | $388.88万 | 0.02% | 13,704 | 加仓 |
| Key Capital Management, INC | 186,376 | $379.28万 | 2.50% | 37,737 | 加仓 |
| RiverTree Advisors, LLC | 156,859 | $319.21万 | 2.02% | 156,859 | 新建仓 |
| IFS Group,LLC | 139,748 | $284.39万 | 2.53% | — | — |
| HOWARD BAILEY SECURITIES, LLC | 139,538 | $283.96万 | 1.17% | 15,533 | 加仓 |
| EVOLUTION WEALTH MANAGEMENT INC. | 136,124 | $277.01万 | 2.02% | 49,136 | 加仓 |
| Orion Porfolio Solutions, LLC | 134,159 | $273.01万 | 0.02% | 2,238 | 加仓 |
| B.O.S.S. Retirement Advisors, LLC | 112,296 | $228.52万 | 0.70% | 9,172 | 加仓 |
| FSA Advisors, Inc. | 97,369 | $198.15万 | 1.31% | 6,016 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 89,329 | $181.78万 | 0.02% | 21,993 | 加仓 |
| JANE STREET GROUP, LLC | 82,028 | $166.93万 | 0.00% | 94 | 重新持有 |
| Beacon Capital Management, LLC | 74,857 | $152.33万 | 0.27% | -35,578 | 减仓 |
| NWAM LLC | 69,683 | $141.81万 | 0.08% | -19 | 减仓 |
| Authentikos Wealth Advisory, LLC | 66,949 | $136.24万 | 0.92% | -4,266 | 减仓 |
| CreativeOne Wealth, LLC | 66,640 | $135.61万 | 0.03% | -7,589 | 减仓 |
| GeoWealth Management, LLC | 64,003 | $130.25万 | 0.05% | 64,003 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 59,109 | $120.29万 | 0.00% | 23,611 | 加仓 |
| LANARK FINANCIAL, INC. | 58,513 | $119.07万 | 0.09% | 56,480 | 加仓 |
| Sanctuary Advisors, LLC | 55,704 | $113.36万 | 0.01% | 21,435 | 加仓 |
| Blackston Financial Advisory Group, LLC | 54,768 | $111.45万 | 0.70% | 10,808 | 加仓 |
| Financial Partners Group, Inc | 54,307 | $110.52万 | 0.13% | 7,741 | 加仓 |
| Advisory Services Network, LLC | 54,251 | $110.40万 | 0.01% | 1,573 | 加仓 |
| KG Capital Management | 54,222 | $110.34万 | 0.79% | 3,093 | 加仓 |
| Cetera Investment Advisers | 43,255 | $88.02万 | 0.00% | -9,915 | 减仓 |
| Networth Advisors, LLC | 41,992 | $85.45万 | 0.60% | 9,528 | 加仓 |
| CITADEL ADVISORS LLC | 40,410 | $82.23万 | 0.00% | 16,350 | 重新持有 |
| Greykasell Wealth Strategies, Inc. | 40,043 | $81.49万 | 0.33% | 711 | 加仓 |
| IHT Wealth Management, LLC | 35,966 | $73.19万 | 0.02% | 11,318 | 加仓 |
| Bay Rivers Group | 35,922 | $73.10万 | 0.30% | 8,120 | 加仓 |
| Integrated Advisors Network LLC | 33,790 | $68.76万 | 0.04% | -19,666 | 减仓 |
| J HAGAN CAPITAL, INC. | 30,737 | $62.55万 | 0.34% | -48,853 | 减仓 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 29,440 | $59.91万 | 0.37% | 29,440 | 新建仓 |
| Legacy Wealth Managment, LLC/ID | 26,692 | $54.32万 | 0.27% | 3,163 | 加仓 |
| WealthPLAN Partners, LLC | 26,425 | $53.77万 | 0.10% | 4,129 | 加仓 |
内部人交易（Form 4）
AGGH 董事、高管和大股东的最新买卖申报。专业版可看 🔒