13F 机构持仓

AGGY WISDOMTREE TR

YIELD ENHANCD US

持有机构数1742026Q2
26Q126Q2
机构合计持股(股)18,181,7762026Q2
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
2026Q217418,181,776$7.90亿 15745713$9,797.78万
2026Q116517,095,068$7.43亿 11894213$5,987.27万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

BANK OF AMERICA CORP /DE/加仓$7,234.02万
Savant Capital, LLC加仓$2,394.19万
FIDUCIARY FINANCIAL ADVISORS新建仓$976.60万
MORGAN STANLEY加仓$663.00万
Prime Capital Investment Advisors, LLC加仓$449.13万
RAYMOND JAMES FINANCIAL INC加仓$397.37万
MERCER GLOBAL ADVISORS INC /ADV加仓$331.65万
GOLDMAN SACHS GROUP INC新建仓$321.04万
OSAIC HOLDINGS, INC.加仓$235.22万
Heck Capital Advisors, LLC新建仓$209.18万
UBS Group AG加仓$195.60万
W.H. Cornerstone Investments Inc.新建仓$134.86万
MML INVESTORS SERVICES, LLC加仓$113.45万
Sanctuary Advisors, LLC加仓$92.87万
Grey Ledge Advisors, LLC加仓$76.27万
WealthPLAN Partners, LLC加仓$54.99万
TWIN CAPITAL MANAGEMENT INC新建仓$50.16万
KESTRA PRIVATE WEALTH SERVICES, LLC加仓$43.71万
Waverly Advisors, LLC加仓$41.69万
Bank of New York Mellon Corp加仓$40.68万

2026Q2 卖出最多

Private Advisor Group, LLC减仓-$1,259.19万
Merit Financial Group, LLC减仓-$427.90万
Ascentis Independent Advisors清仓-$291.51万
Mariner, LLC减仓-$275.66万
Atria Investments, Inc减仓-$275.36万
HighTower Advisors, LLC减仓-$240.45万
CITADEL ADVISORS LLC减仓-$237.64万
JANE STREET GROUP, LLC减仓-$221.60万
Independent Advisor Alliance清仓-$149.44万
Corient Private Wealth LP重新持有-$148.21万
Kestra Advisory Services, LLC减仓-$140.25万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$129.50万
LPL Financial LLC减仓-$120.73万
Gateway Wealth Partners, LLC减仓-$97.90万
WealthPlan Investment Management, LLC减仓-$86.72万
AMERIPRISE FINANCIAL INC减仓-$78.75万
Concurrent Investment Advisors, LLC减仓-$52.27万
Prestige Wealth Management Group LLC减仓-$48.30万
Main Street Financial Solutions, LLC减仓-$41.78万
Bluespring Wealth Management, LLC清仓-$31.68万

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
BANK OF AMERICA CORP /DE/4,044,512$1.76亿0.01%1,663,758加仓
LPL Financial LLC1,475,433$6,415.18万0.01%-27,767减仓
MERCER GLOBAL ADVISORS INC /ADV1,334,752$5,803.50万0.07%76,277加仓
Savant Capital, LLC1,138,628$4,948.99万0.15%550,839加仓
Prime Capital Investment Advisors, LLC779,212$3,388.01万0.33%103,296加仓
Prestige Wealth Management Group LLC674,986$2,934.84万5.33%-11,108减仓
UBS Group AG629,921$2,738.90万0.00%44,986加仓
HighTower Advisors, LLC571,723$2,485.85万0.02%-55,301减仓
WealthPlan Investment Management, LLC487,680$2,120.43万1.05%-19,945减仓
MORGAN STANLEY416,811$1,812.30万0.00%152,483加仓
RAYMOND JAMES FINANCIAL INC374,726$1,629.31万0.00%91,391加仓
FIRST FOUNDATION ADVISORS329,835$1,434.12万0.52%9,236加仓
Grey Ledge Advisors, LLC282,749$1,204.81万2.42%17,899加仓
CITIZENS FINANCIAL GROUP INC/RI271,805$1,181.81万0.14%4,392加仓
KESTRA PRIVATE WEALTH SERVICES, LLC268,095$1,165.68万0.13%10,054加仓
Smartleaf Asset Management LLC251,297$1,097.79万0.36%0不变
AMERIPRISE FINANCIAL INC246,679$1,072.56万0.00%-18,112减仓
FIDUCIARY FINANCIAL ADVISORS224,614$976.60万0.99%224,614新建仓
Cetera Investment Advisers207,623$902.74万0.01%-1,774减仓
Atria Investments, Inc200,155$870.27万0.09%-63,331减仓
Broussard Financial Group LLC179,767$781.63万6.26%-3,866减仓
Vestmark Advisory Solutions, Inc.158,989$691.28万0.06%0不变
RFG Advisory, LLC154,207$670.49万0.10%2,495加仓
Private Advisor Group, LLC142,257$618.53万0.03%-289,602减仓
STIFEL FINANCIAL CORP141,479$615.15万0.01%5,926加仓
OSAIC HOLDINGS, INC.136,717$594.44万0.01%54,098加仓
ENVESTNET ASSET MANAGEMENT INC123,312$536.16万0.00%3,589加仓
WELLS FARGO & COMPANY/MN118,986$517.35万0.00%2,947加仓
LANARK FINANCIAL, INC.113,538$493.67万0.33%6,751加仓
Oxinas Partners, LLC112,861$490.72万1.93%1,669加仓
JPMORGAN CHASE & CO107,327$468.86万0.00%-437减仓
OPTIMA CAPITAL LLC103,998$452.18万1.78%2,708加仓
CAPTRUST FINANCIAL ADVISORS82,217$357.48万0.01%1,650加仓
MML INVESTORS SERVICES, LLC80,302$349.16万0.01%26,092加仓
Freedom Investment Management, Inc.74,496$323.91万0.90%655加仓
GOLDMAN SACHS GROUP INC73,837$321.04万0.00%73,837新建仓
Sharper & Granite LLC71,391$310.41万0.96%3,819加仓
WealthPoint Financial, LLC67,808$294.83万2.15%164加仓
Kestra Advisory Services, LLC66,743$290.20万0.01%-32,255减仓
Mariner, LLC65,630$285.36万0.00%-63,398减仓
AMERICAN FINANCIAL & TAX STRATEGIES INC63,927$277.95万1.26%68加仓
Main Street Financial Solutions, LLC62,597$272.17万0.17%-9,610减仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,220$257.49万0.00%0不变
HARBOUR INVESTMENTS, INC.57,002$247.84万0.03%1,138加仓
Sanctuary Advisors, LLC55,158$239.83万0.01%21,359加仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,718$224.87万0.03%279加仓
AE Wealth Management LLC50,703$220.46万0.01%3,769加仓
Heck Capital Advisors, LLC48,109$209.18万0.12%48,109新建仓
Golden State Wealth Management, LLC43,792$190.41万0.17%2,211加仓
Trilogy Capital Inc.43,232$187.97万0.07%1,162加仓

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