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 🔒

2026Q1 买入最多

Prime Capital Investment Advisors, LLC新建仓$2,936.85万
WealthPlan Investment Management, LLC加仓$1,161.45万
Main Street Financial Solutions, LLC新建仓$313.74万
CITADEL ADVISORS LLC加仓$280.61万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$257.31万
Cetera Investment Advisers加仓$251.43万
ENVESTNET ASSET MANAGEMENT INC加仓$248.30万
BANK OF AMERICA CORP /DE/加仓$225.71万
Prestige Wealth Management Group LLC加仓$223.48万
CWM, LLC加仓$212.05万
UBS Group AG加仓$193.03万
Kestra Advisory Services, LLC加仓$149.90万
Independent Advisor Alliance新建仓$149.44万
Ascentis Independent Advisors加仓$118.29万
RAYMOND JAMES FINANCIAL INC加仓$114.76万
LPL Financial LLC加仓$112.72万
MORGAN STANLEY加仓$104.94万
Gateway Wealth Partners, LLC加仓$103.11万
KESTRA PRIVATE WEALTH SERVICES, LLC加仓$102.04万
WIN ADVISORS, INC新建仓$101.26万

2026Q1 卖出最多

Insight Advisors, LLC/ PA减仓-$787.87万
HighTower Advisors, LLC减仓-$359.45万
NorthCrest Asset Manangement, LLC清仓-$235.18万
MERCER GLOBAL ADVISORS INC /ADV减仓-$233.07万
Trilogy Capital Inc.减仓-$164.79万
Independent Wealth Network Inc.清仓-$153.47万
Merit Financial Group, LLC减仓-$105.17万
MML INVESTORS SERVICES, LLC减仓-$85.54万
AMERIPRISE FINANCIAL INC减仓-$84.11万
Golden State Wealth Management, LLC减仓-$52.88万
JANE STREET GROUP, LLC重新持有-$50.76万
Westwood Wealth Management清仓-$42.94万
Savant Capital, LLC减仓-$41.26万
WELLS FARGO & COMPANY/MN减仓-$40.78万
Opal Wealth Advisors, LLC清仓-$39.20万
SFE Investment Counsel清仓-$38.53万
Reyes Financial Architecture, Inc.减仓-$29.78万
IFP Advisors, Inc减仓-$21.51万
Cambridge Investment Research Advisors, Inc.清仓-$21.20万
Vantage Point Financial LLC清仓-$20.23万

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
BANK OF AMERICA CORP /DE/2,380,754$1.03亿0.01%51,948加仓
LPL Financial LLC1,503,200$6,531.40万0.02%25,942加仓
CWM, LLC1,286,071$5,587.98万0.15%48,803加仓
MERCER GLOBAL ADVISORS INC /ADV1,258,475$5,468.08万0.08%-53,641减仓
Prestige Wealth Management Group LLC686,094$2,981.08万5.85%51,433加仓
Prime Capital Investment Advisors, LLC675,916$2,936.85万0.34%675,916新建仓
HighTower Advisors, LLC627,024$2,724.38万0.03%-82,728减仓
Savant Capital, LLC587,789$2,553.94万0.12%-9,496减仓
UBS Group AG584,935$2,541.54万0.00%44,426加仓
WealthPlan Investment Management, LLC507,625$2,205.63万1.23%267,307加仓
Private Advisor Group, LLC431,859$1,876.43万0.09%18,657加仓
FIRST FOUNDATION ADVISORS320,599$1,393.00万0.56%10,464加仓
RAYMOND JAMES FINANCIAL INC283,335$1,231.09万0.00%26,411加仓
CITIZENS FINANCIAL GROUP INC/RI267,413$1,161.91万0.16%22,770加仓
AMERIPRISE FINANCIAL INC264,791$1,151.45万0.00%-19,341减仓
Grey Ledge Advisors, LLC264,850$1,150.78万2.60%6,456加仓
MORGAN STANLEY264,328$1,148.51万0.00%24,151加仓
Atria Investments, Inc263,486$1,144.85万0.13%1,719加仓
KESTRA PRIVATE WEALTH SERVICES, LLC258,041$1,121.19万0.14%23,485加仓
Smartleaf Asset Management LLC251,297$1,088.12万0.39%9,482加仓
Cetera Investment Advisers209,397$909.83万0.01%57,867加仓
Broussard Financial Group LLC183,633$797.89万6.38%12,512加仓
Vestmark Advisory Solutions, Inc.158,989$690.81万0.08%10,525加仓
RFG Advisory, LLC151,712$659.19万0.12%5,118加仓
STIFEL FINANCIAL CORP135,553$588.98万0.01%-1,101减仓
Mariner, LLC129,028$560.63万0.01%-1,322减仓
ENVESTNET ASSET MANAGEMENT INC119,723$520.20万0.00%57,147加仓
WELLS FARGO & COMPANY/MN116,039$504.19万0.00%-9,385减仓
Oxinas Partners, LLC111,192$483.13万2.21%5,176加仓
Merit Financial Group, LLC108,032$469.40万0.03%-24,205减仓
JPMORGAN CHASE & CO107,764$466.62万0.00%1,381加仓
LANARK FINANCIAL, INC.106,787$463.99万0.35%11,465加仓
OPTIMA CAPITAL LLC101,290$440.10万2.04%3,546加仓
Kestra Advisory Services, LLC98,998$430.14万0.02%34,500加仓
OSAIC HOLDINGS, INC.82,619$358.97万0.01%3,201加仓
CAPTRUST FINANCIAL ADVISORS80,567$350.06万0.01%1,436加仓
Freedom Investment Management, Inc.73,841$320.84万0.95%9,550加仓
Main Street Financial Solutions, LLC72,207$313.74万0.23%72,207新建仓
CITADEL ADVISORS LLC69,873$303.60万0.00%64,582加仓
JANE STREET GROUP, LLC68,192$296.29万0.00%-11,683重新持有
WealthPoint Financial, LLC67,644$293.92万2.46%6,417加仓
Sharper & Granite LLC67,572$293.60万1.00%20,195加仓
Ascentis Independent Advisors67,064$291.51万0.22%27,212加仓
AMERICAN FINANCIAL & TAX STRATEGIES INC63,859$277.47万1.35%-325减仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,220$257.31万0.00%59,220新建仓
HARBOUR INVESTMENTS, INC.55,864$242.73万0.04%10,479加仓
MML INVESTORS SERVICES, LLC54,210$235.54万0.01%-19,688减仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,439$223.50万0.03%1,079加仓
Concurrent Investment Advisors, LLC47,701$207.26万0.02%7,598加仓
AE Wealth Management LLC46,934$203.93万0.01%5,205加仓

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