AOK ISHARES TR
CONSER ALLOC ETF
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 | 184 | 6,004,765 | $2.49亿 | 23 | 58 | 59 | 9 | $2,111.27万 |
| 2026Q1 | 163 | 5,428,267 | $2.17亿 | 12 | 71 | 45 | 14 | -$917.59万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Elevation Capital Advisory, LLC | 加仓 | $785.73万 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 新建仓 | $708.37万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $519.91万 |
| Hershey Financial Advisers, LLC | 新建仓 | $399.71万 |
| GTS SECURITIES LLC | 新建仓 | $338.78万 |
| OSAIC HOLDINGS, INC. | 加仓 | $169.52万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 新建仓 | $169.48万 |
| BlackRock, Inc. | 加仓 | $155.75万 |
| JANE STREET GROUP, LLC | 新建仓 | $153.94万 |
| Ameritas Advisory Services, LLC | 新建仓 | $113.17万 |
| L.K. Benson & Company, P.C. | 新建仓 | $97.14万 |
| Curran Financial Partners, LLC | 加仓 | $96.47万 |
| STIFEL FINANCIAL CORP | 加仓 | $90.27万 |
| Cerity Partners LLC | 新建仓 | $65.90万 |
| AE Wealth Management LLC | 加仓 | $57.13万 |
| Investment Advisory Group, LLC | 加仓 | $46.15万 |
| Strategic Blueprint, LLC | 加仓 | $42.29万 |
| Meridian Wealth Management, LLC | 新建仓 | $40.29万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $32.44万 |
| Rothschild Wealth LLC | 加仓 | $31.45万 |
2026Q2 卖出最多
| Brookstone Capital Management | 减仓 | -$745.24万 |
| CONGRESS ASSET MANAGEMENT CO | 减仓 | -$475.90万 |
| Strategic Investment Solutions, Inc. /IL | 减仓 | -$203.86万 |
| KMG FIDUCIARY PARTNERS, LLC | 清仓 | -$139.77万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$132.64万 |
| Phil A. Younker & Associates, Ltd. | 减仓 | -$76.91万 |
| Onyx Bridge Wealth Group LLC | 减仓 | -$67.01万 |
| Waterloo Capital, L.P. | 减仓 | -$62.39万 |
| Lido Advisors, LLC | 减仓 | -$51.12万 |
| UNIQUE WEALTH, LLC | 清仓 | -$48.89万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$44.47万 |
| Mariner, LLC | 减仓 | -$39.90万 |
| LPL Financial LLC | 减仓 | -$37.93万 |
| GILPIN WEALTH MANAGEMENT, LLC | 减仓 | -$35.30万 |
| Dynamic Advisor Solutions LLC | 清仓 | -$34.07万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$22.61万 |
| Visionary Wealth Advisors | 减仓 | -$22.14万 |
| Private Advisor Group, LLC | 减仓 | -$20.47万 |
| Consilium Wealth Advisory, LLC | 减仓 | -$19.18万 |
| TD PRIVATE CLIENT WEALTH LLC | 清仓 | -$17.91万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 629,396 | $2,610.73万 | 0.01% | -9,143 | 减仓 |
| BlackRock, Inc. | 381,368 | $1,581.91万 | 0.00% | 37,548 | 加仓 |
| Strategic Investment Solutions, Inc. /IL | 347,664 | $1,442.07万 | 3.30% | -49,148 | 减仓 |
| Elevation Capital Advisory, LLC | 292,381 | $1,212.79万 | 4.68% | 189,425 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 228,938 | $949.60万 | 0.01% | 125,344 | 加仓 |
| Curran Financial Partners, LLC | 226,292 | $938.66万 | 1.40% | 23,256 | 加仓 |
| Cetera Investment Advisers | 207,720 | $861.62万 | 0.01% | 7,522 | 加仓 |
| MORGAN STANLEY | 175,361 | $727.41万 | 0.00% | 2,735 | 加仓 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 170,773 | $708.37万 | 0.10% | 170,773 | 新建仓 |
| One Capital Management, LLC | 175,243 | $699.04万 | 0.20% | 0 | 不变 |
| BANK OF AMERICA CORP /DE/ | 163,393 | $677.76万 | 0.00% | -2,562 | 减仓 |
| Investment Advisory Group, LLC | 158,398 | $657.04万 | 1.43% | 11,127 | 加仓 |
| Weaver Consulting Group | 155,483 | $644.94万 | 1.32% | 6,892 | 加仓 |
| OSAIC HOLDINGS, INC. | 130,764 | $542.46万 | 0.01% | 40,863 | 加仓 |
| WELLS FARGO & COMPANY/MN | 102,774 | $426.30万 | 0.00% | -5,450 | 减仓 |
| Hershey Financial Advisers, LLC | 96,363 | $399.71万 | 2.87% | 96,363 | 新建仓 |
| STIFEL FINANCIAL CORP | 93,294 | $386.99万 | 0.00% | 21,761 | 加仓 |
| Foundations Investment Advisors, LLC | 83,171 | $344.99万 | 0.04% | 3,913 | 加仓 |
| GTS SECURITIES LLC | 81,672 | $338.78万 | 0.07% | 81,672 | 新建仓 |
| Private Advisor Group, LLC | 66,873 | $277.39万 | 0.01% | -4,936 | 减仓 |
| CONGRESS ASSET MANAGEMENT CO | 63,705 | $264.25万 | 0.02% | -114,729 | 减仓 |
| High Net Worth Advisory Group LLC | 62,600 | $259.66万 | 0.55% | 6,000 | 加仓 |
| GILPIN WEALTH MANAGEMENT, LLC | 62,505 | $259.27万 | 1.79% | -8,510 | 减仓 |
| Legacy Capital Wealth Partners, LLC | 54,879 | $227.64万 | 0.44% | 0 | 不变 |
| AVALON CAPITAL MANAGEMENT | 50,746 | $210.49万 | 0.50% | -686 | 减仓 |
| Rothschild Wealth LLC | 47,634 | $197.59万 | 0.16% | 7,582 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 47,557 | $197.27万 | 0.03% | 2,159 | 加仓 |
| JPMORGAN CHASE & CO | 44,422 | $184.26万 | 0.00% | -3 | 减仓 |
| Lido Advisors, LLC | 43,175 | $179.09万 | 0.00% | -12,325 | 减仓 |
| BASSO CAPITAL MANAGEMENT, L.P. | 40,858 | $169.48万 | 0.36% | 40,858 | 新建仓 |
| Brookstone Capital Management | 38,706 | $160.55万 | 0.02% | -179,665 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,697 | $160.52万 | 0.00% | -994 | 减仓 |
| JANE STREET GROUP, LLC | 37,111 | $153.94万 | 0.00% | 37,111 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,402 | $151.00万 | 0.00% | -31,976 | 减仓 |
| NATIONAL BANK OF CANADA /FI/ | 35,767 | $148.36万 | 0.00% | 4,648 | 加仓 |
| J.W. COLE ADVISORS, INC. | 33,088 | $137.25万 | 0.02% | -2,066 | 重新持有 |
| RCW Management, LLC | 31,989 | $132.69万 | 1.19% | 0 | 不变 |
| Consilium Wealth Advisory, LLC | 31,827 | $132.02万 | 0.39% | -4,623 | 减仓 |
| Equitable Holdings, Inc. | 30,123 | $124.95万 | 0.01% | 4,976 | 加仓 |
| Corient Private Wealth LP | 30,050 | $124.65万 | 0.00% | 29 | 加仓 |
| BlueStem Wealth Partners, LLC | 29,199 | $121.12万 | 0.12% | -1,228 | 减仓 |
| RIK SAYLOR FINANCIAL, INC. | 28,954 | $120.10万 | 0.80% | -535 | 减仓 |
| Mariner, LLC | 28,754 | $119.27万 | 0.00% | -9,619 | 减仓 |
| AMERIPRISE FINANCIAL INC | 28,116 | $116.62万 | 0.00% | -1,648 | 减仓 |
| Ameritas Advisory Services, LLC | 27,282 | $113.17万 | 0.02% | 27,282 | 新建仓 |
| CITADEL ADVISORS LLC | 27,083 | $112.34万 | 0.00% | 5,597 | 加仓 |
| UBS Group AG | 26,930 | $111.71万 | 0.00% | -1,407 | 减仓 |
| Thrive Capital Management, LLC | 26,529 | $110.04万 | 0.21% | 559 | 加仓 |
| L.K. Benson & Company, P.C. | 23,418 | $97.14万 | 0.29% | 23,418 | 新建仓 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 22,968 | $95.27万 | 0.13% | -230 | 减仓 |
内部人交易（Form 4）
AOK 董事、高管和大股东的最新买卖申报。专业版可看 🔒