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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $398.85万 |
| ROYAL BANK OF CANADA | 加仓 | $352.40万 |
| Ellenbecker Investment Group | 加仓 | $339.97万 |
| MORGAN STANLEY | 加仓 | $276.65万 |
| EP Wealth Advisors, LLC | 新建仓 | $271.08万 |
| Strategic Blueprint, LLC | 加仓 | $161.69万 |
| JIM SAULNIER & ASSOCIATES, LLC | 加仓 | $153.06万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $137.22万 |
| Farther Finance Advisors, LLC | 加仓 | $119.84万 |
| Dynamic Advisor Solutions LLC | 加仓 | $115.43万 |
| NICOLET BANKSHARES INC | 新建仓 | $111.76万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $109.08万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $98.10万 |
| Thrivent Financial for Lutherans | 加仓 | $87.26万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $81.90万 |
| Weaver Consulting Group | 加仓 | $78.09万 |
| Integrated Wealth Concepts LLC | 加仓 | $76.47万 |
| Wealthquest Corp | 加仓 | $73.30万 |
| JPMORGAN CHASE & CO | 加仓 | $66.15万 |
| Western Wealth Management, LLC | 加仓 | $63.81万 |
2026Q1 卖出最多
| STIFEL FINANCIAL CORP | 减仓 | -$1,068.89万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$610.97万 |
| Align Financial, LLC | 减仓 | -$609.79万 |
| CX Institutional | 减仓 | -$592.27万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$457.70万 |
| Kestra Advisory Services, LLC | 减仓 | -$430.20万 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 清仓 | -$255.27万 |
| Strategic Advocates LLC | 减仓 | -$209.96万 |
| Corient Private Wealth LP | 减仓 | -$185.86万 |
| CAPITAL INSIGHT PARTNERS, LLC | 清仓 | -$182.00万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$163.61万 |
| Canal Capital Management, LLC | 减仓 | -$153.14万 |
| Arcus Capital Partners, LLC | 减仓 | -$139.95万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$132.22万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$118.01万 |
| Waterloo Capital, L.P. | 减仓 | -$117.46万 |
| One Capital Management, LLC | 清仓 | -$88.33万 |
| Greystone Financial Group, LLC | 减仓 | -$71.08万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$67.77万 |
| HANOVER ADVISORS INC | 减仓 | -$66.56万 |
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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC /NJ/ | 2,194,160 | $1.94亿 | 48.66% | -2 | 不变 |
| Rockefeller Capital Management L.P. | 556,687 | $4,926.13万 | 0.09% | 2,864 | 加仓 |
| LPL Financial LLC | 311,488 | $2,756.36万 | 0.01% | 45,073 | 加仓 |
| ASSETMARK, INC | 244,856 | $2,166.73万 | 0.04% | 5,036 | 加仓 |
| Ellenbecker Investment Group | 216,273 | $1,913.80万 | 2.58% | 38,419 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 209,260 | $1,851.74万 | 9.01% | 17,297 | 加仓 |
| WELLS FARGO & COMPANY/MN | 194,664 | $1,722.58万 | 0.00% | -51,724 | 减仓 |
| Foundations Investment Advisors, LLC | 176,150 | $1,558.75万 | 0.19% | -3,757 | 减仓 |
| MORGAN STANLEY | 171,267 | $1,515.55万 | 0.00% | 31,263 | 加仓 |
| Mesirow Financial Investment Management, Inc. | 152,290 | $1,347.62万 | 0.22% | -2,612 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 150,170 | $1,328.90万 | 0.03% | -1,581 | 减仓 |
| Waverly Advisors, LLC | 138,998 | $1,229.99万 | 0.09% | 4,559 | 加仓 |
| LBMC INVESTMENT ADVISORS, LLC | 126,421 | $1,118.70万 | 0.68% | 1,597 | 加仓 |
| Patton Albertson Miller Group, LLC | 112,097 | $991.95万 | 1.18% | 4,791 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 107,144 | $948.11万 | 0.00% | -18,489 | 减仓 |
| Thrivent Financial for Lutherans | 106,172 | $939.50万 | 0.02% | 9,861 | 加仓 |
| Hopwood Nicholas Hunter | 101,970 | $902.33万 | 2.87% | -204 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 96,306 | $852.22万 | 0.11% | 4,052 | 加仓 |
| Western Wealth Management, LLC | 85,035 | $752.47万 | 0.29% | 7,211 | 加仓 |
| Prosperity Consulting Group, LLC | 82,575 | $730.71万 | 0.33% | 7,120 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 74,814 | $662.03万 | 0.01% | 2,516 | 加仓 |
| Legacy Financial Group LLC | 74,362 | $658.03万 | 0.83% | -691 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 71,786 | $635.24万 | 0.00% | -69,044 | 减仓 |
| Consilium Wealth Advisory, LLC | 70,340 | $622.44万 | 2.12% | 2,760 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 69,573 | $615.65万 | 0.10% | 12,327 | 加仓 |
| ROYAL BANK OF CANADA | 68,745 | $608.40万 | 0.00% | 39,819 | 加仓 |
| UNIQUE WEALTH, LLC | 62,888 | $556.50万 | 0.77% | -551 | 减仓 |
| Cetera Investment Advisers | 61,971 | $548.38万 | 0.01% | -1,742 | 减仓 |
| Clearstead Advisors, LLC | 61,562 | $544.77万 | 0.05% | -406 | 减仓 |
| WEALTH ALLIANCE, LLC | 60,211 | $532.81万 | 0.53% | -919 | 减仓 |
| GeoWealth Management, LLC | 59,909 | $530.14万 | 0.19% | -2,503 | 减仓 |
| JPMORGAN CHASE & CO | 59,700 | $514.56万 | 0.00% | 7,675 | 加仓 |
| OSAIC HOLDINGS, INC. | 55,434 | $490.81万 | 0.01% | -13,329 | 减仓 |
| Kestra Advisory Services, LLC | 54,835 | $485.24万 | 0.02% | -48,616 | 减仓 |
| Weaver Consulting Group | 54,280 | $480.33万 | 1.14% | 8,825 | 加仓 |
| Legacy Wealth Partners, LLC | 50,120 | $443.52万 | 1.11% | -6,219 | 减仓 |
| Fort Henry Capital, LLC | 49,327 | $436.50万 | 2.64% | 1,291 | 加仓 |
| Farther Finance Advisors, LLC | 48,523 | $432.00万 | 0.04% | 13,461 | 加仓 |
| Strategic Blueprint, LLC | 46,379 | $410.41万 | 0.24% | 18,272 | 加仓 |
| UBS Group AG | 45,990 | $406.97万 | 0.00% | -1,011 | 减仓 |
| SteelPeak Wealth, LLC | 44,938 | $397.66万 | 0.12% | 2,164 | 加仓 |
| RITHOLTZ WEALTH MANAGEMENT | 42,858 | $379.25万 | 0.07% | -1,026 | 减仓 |
| Mutual Advisors, LLC | 40,009 | $354.04万 | 0.08% | 1,803 | 加仓 |
| NewEdge Advisors, LLC | 39,422 | $348.85万 | 0.01% | 3,377 | 加仓 |
| Westmount Partners, LLC | 37,232 | $329.46万 | 0.81% | 872 | 加仓 |
| Dynamic Advisor Solutions LLC | 36,270 | $320.96万 | 0.10% | 13,044 | 加仓 |
| Allworth Financial LP | 34,057 | $301.37万 | 0.01% | 719 | 加仓 |
| Cerity Partners LLC | 33,912 | $300.09万 | 0.00% | 3,139 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 33,389 | $295.46万 | 0.33% | 5,765 | 加仓 |
| ODonnell Financial Services, LLC | 31,876 | $281.25万 | 0.97% | 442 | 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 🔒