AOA ISHARES TR
CORE 80/20 AGGRE
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 | 422 | 10,024,026 | $9.78亿 | 31 | 193 | 119 | 20 | $4,615.43万 |
| 2026Q1 | 406 | 9,520,333 | $8.43亿 | 26 | 195 | 116 | 23 | -$1,934.01万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,544.36万 |
| CX Institutional | 加仓 | $539.01万 |
| Rockefeller Capital Management L.P. | 加仓 | $537.31万 |
| JIM SAULNIER & ASSOCIATES, LLC | 加仓 | $341.95万 |
| CITADEL ADVISORS LLC | 加仓 | $279.13万 |
| Foundations Investment Advisors, LLC | 加仓 | $253.80万 |
| HANOVER ADVISORS INC | 加仓 | $205.67万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $203.41万 |
| OSAIC HOLDINGS, INC. | 加仓 | $187.67万 |
| GTS SECURITIES LLC | 新建仓 | $177.89万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $157.18万 |
| Strategic Blueprint, LLC | 加仓 | $129.44万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $121.66万 |
| Consilium Wealth Advisory, LLC | 加仓 | $111.47万 |
| Stash Investments, LLC | 新建仓 | $94.04万 |
| HRT FINANCIAL LP | 新建仓 | $85.00万 |
| JPMORGAN CHASE & CO | 加仓 | $76.29万 |
| Diversify Advisory Services, LLC | 重新持有 | $73.80万 |
| Sanctuary Advisors, LLC | 加仓 | $72.71万 |
| Cogent Private Wealth, Inc. | 新建仓 | $70.40万 |
2026Q2 卖出最多
| LPL Financial LLC | 减仓 | -$628.54万 |
| MORGAN STANLEY | 减仓 | -$217.36万 |
| Dynamic Advisor Solutions LLC | 减仓 | -$139.41万 |
| THRYVE WEALTH MANAGEMENT LLC | 清仓 | -$106.85万 |
| Mesirow Financial Investment Management, Inc. | 减仓 | -$100.72万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$99.25万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$97.94万 |
| Wealthquest Corp | 减仓 | -$85.91万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$82.81万 |
| GeoWealth Management, LLC | 减仓 | -$79.85万 |
| HFM Investment Advisors, LLC | 减仓 | -$75.84万 |
| Savvy Advisors, Inc. | 清仓 | -$68.46万 |
| Savant Capital, LLC | 减仓 | -$54.81万 |
| UNIQUE WEALTH, LLC | 减仓 | -$49.89万 |
| Independent Advisor Alliance | 清仓 | -$47.24万 |
| Allworth Financial LP | 减仓 | -$43.96万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$43.68万 |
| Patton Albertson Miller Group, LLC | 减仓 | -$41.52万 |
| Mariner, LLC | 减仓 | -$31.73万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$30.67万 |
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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC /NJ/ | 2,194,162 | $2.14亿 | 38.52% | 2 | 不变 |
| Rockefeller Capital Management L.P. | 611,739 | $5,970.58万 | 0.09% | 55,052 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 308,406 | $3,010.00万 | 0.03% | 158,236 | 加仓 |
| LPL Financial LLC | 247,088 | $2,411.58万 | 0.01% | -64,400 | 减仓 |
| ASSETMARK, INC | 245,482 | $2,395.91万 | 0.04% | 626 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 244,296 | $2,384.33万 | 9.59% | 35,036 | 加仓 |
| Ellenbecker Investment Group | 223,468 | $2,181.06万 | 2.54% | 7,195 | 加仓 |
| Foundations Investment Advisors, LLC | 202,154 | $1,973.03万 | 0.20% | 26,004 | 加仓 |
| WELLS FARGO & COMPANY/MN | 184,629 | $1,801.98万 | 0.00% | -10,035 | 减仓 |
| MORGAN STANLEY | 148,997 | $1,454.22万 | 0.00% | -22,270 | 减仓 |
| Waverly Advisors, LLC | 145,444 | $1,419.54万 | 0.08% | 6,446 | 加仓 |
| Mesirow Financial Investment Management, Inc. | 141,970 | $1,385.64万 | 0.22% | -10,320 | 减仓 |
| LBMC INVESTMENT ADVISORS, LLC | 125,330 | $1,223.23万 | 0.66% | -1,091 | 减仓 |
| Thrivent Financial for Lutherans | 111,352 | $1,086.80万 | 0.02% | 5,180 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 108,771 | $1,061.60万 | 0.12% | 12,465 | 加仓 |
| Patton Albertson Miller Group, LLC | 107,843 | $1,052.55万 | 1.05% | -4,254 | 减仓 |
| Hopwood Nicholas Hunter | 103,374 | $1,008.93万 | 2.77% | 1,404 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 102,669 | $1,002.05万 | 0.00% | -4,475 | 减仓 |
| Western Wealth Management, LLC | 90,624 | $884.49万 | 0.29% | 5,589 | 加仓 |
| Prosperity Consulting Group, LLC | 85,630 | $835.74万 | 0.32% | 3,055 | 加仓 |
| CX Institutional | 82,700 | $807.20万 | 0.23% | 55,223 | 加仓 |
| Consilium Wealth Advisory, LLC | 81,761 | $797.98万 | 2.37% | 11,421 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 79,097 | $771.99万 | 0.01% | 4,283 | 加仓 |
| OSAIC HOLDINGS, INC. | 74,652 | $728.99万 | 0.01% | 19,218 | 加仓 |
| Legacy Financial Group LLC | 72,975 | $712.23万 | 0.80% | -1,387 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 70,456 | $687.65万 | 0.09% | 883 | 加仓 |
| ROYAL BANK OF CANADA | 70,134 | $684.50万 | 0.00% | 1,389 | 加仓 |
| JPMORGAN CHASE & CO | 67,537 | $657.41万 | 0.00% | 7,837 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 63,301 | $617.82万 | 0.00% | -8,485 | 减仓 |
| Cetera Investment Advisers | 62,920 | $614.09万 | 0.01% | 949 | 加仓 |
| Clearstead Advisors, LLC | 61,477 | $600.02万 | 0.06% | -85 | 减仓 |
| Weaver Consulting Group | 61,364 | $598.92万 | 1.23% | 7,084 | 加仓 |
| Strategic Blueprint, LLC | 59,641 | $582.09万 | 0.29% | 13,262 | 加仓 |
| WEALTH ALLIANCE, LLC | 59,396 | $579.71万 | 0.49% | -815 | 减仓 |
| UNIQUE WEALTH, LLC | 57,776 | $563.90万 | 0.66% | -5,112 | 减仓 |
| Kestra Advisory Services, LLC | 54,499 | $531.91万 | 0.02% | -336 | 减仓 |
| GeoWealth Management, LLC | 51,728 | $504.86万 | 0.16% | -8,181 | 减仓 |
| Legacy Wealth Partners, LLC | 50,825 | $496.05万 | 1.12% | 705 | 加仓 |
| Fort Henry Capital, LLC | 50,005 | $488.05万 | 2.69% | 678 | 加仓 |
| HANOVER ADVISORS INC | 49,732 | $485.39万 | 1.75% | 21,073 | 加仓 |
| Farther Finance Advisors, LLC | 48,481 | $473.17万 | 0.04% | -42 | 减仓 |
| UBS Group AG | 47,074 | $459.44万 | 0.00% | 1,084 | 加仓 |
| SteelPeak Wealth, LLC | 46,498 | $453.82万 | 0.12% | 1,560 | 加仓 |
| RITHOLTZ WEALTH MANAGEMENT | 41,696 | $406.95万 | 0.06% | -1,162 | 减仓 |
| Mutual Advisors, LLC | 40,943 | $399.60万 | 0.08% | 934 | 加仓 |
| CITADEL ADVISORS LLC | 40,400 | $394.30万 | 0.00% | 28,599 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 40,336 | $393.67万 | 0.39% | 6,947 | 加仓 |
| Westmount Partners, LLC | 38,147 | $372.31万 | 0.81% | 915 | 加仓 |
| NewEdge Advisors, LLC | 36,886 | $360.01万 | 0.01% | -2,536 | 减仓 |
| Wealth Forward, LLC | 35,042 | $342.01万 | 1.70% | 7,187 | 加仓 |
内部人交易（Form 4）
AOA 董事、高管和大股东的最新买卖申报。专业版可看 🔒