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 🔒 | ||||||||
2026Q1 买入最多
| Brookstone Capital Management | 加仓 | $748.34万 |
| One Capital Management, LLC | 加仓 | $627.71万 |
| Elevation Capital Advisory, LLC | 加仓 | $306.74万 |
| CONGRESS ASSET MANAGEMENT CO | 加仓 | $170.02万 |
| JPMORGAN CHASE & CO | 加仓 | $157.52万 |
| OSAIC HOLDINGS, INC. | 加仓 | $126.10万 |
| GILPIN WEALTH MANAGEMENT, LLC | 加仓 | $118.25万 |
| Curran Financial Partners, LLC | 加仓 | $113.56万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $111.56万 |
| BlackRock, Inc. | 加仓 | $99.71万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $60.18万 |
| High Net Worth Advisory Group LLC | 加仓 | $51.66万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $42.98万 |
| CITADEL ADVISORS LLC | 重新持有 | $38.67万 |
| Dynamic Advisor Solutions LLC | 新建仓 | $34.07万 |
| Strategic Investment Solutions, Inc. /IL | 加仓 | $32.20万 |
| Strategic Blueprint, LLC | 新建仓 | $30.40万 |
| NICOLET BANKSHARES INC | 新建仓 | $29.10万 |
| SILVER OAK SECURITIES, INCORPORATED | 加仓 | $28.16万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $25.69万 |
2026Q1 卖出最多
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,498.26万 |
| Lido Advisors, LLC | 减仓 | -$403.77万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$335.19万 |
| MORGAN STANLEY | 减仓 | -$273.35万 |
| Forefront Analytics, LLC | 清仓 | -$235.44万 |
| Gladstone Institutional Advisory LLC | 清仓 | -$208.46万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$197.36万 |
| Corient Private Wealth LP | 减仓 | -$159.50万 |
| STIFEL FINANCIAL CORP | 减仓 | -$95.19万 |
| WIN ADVISORS, INC | 清仓 | -$89.41万 |
| Janney Montgomery Scott LLC | 减仓 | -$83.20万 |
| Visionary Wealth Advisors | 减仓 | -$80.99万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$66.87万 |
| ROYAL BANK OF CANADA | 减仓 | -$57.47万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$56.25万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$35.21万 |
| LPL Financial LLC | 减仓 | -$33.60万 |
| RTD Financial Advisors, Inc. | 清仓 | -$33.26万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$31.11万 |
| Sovereign Financial Group, Inc. | 减仓 | -$29.03万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 638,539 | $2,547.13万 | 0.01% | -8,422 | 减仓 |
| Strategic Investment Solutions, Inc. /IL | 396,812 | $1,582.88万 | 3.83% | 8,071 | 加仓 |
| BlackRock, Inc. | 343,820 | $1,371.50万 | 0.00% | 24,996 | 加仓 |
| Brookstone Capital Management | 218,371 | $871.08万 | 0.10% | 187,602 | 加仓 |
| Curran Financial Partners, LLC | 203,036 | $809.91万 | 1.45% | 28,469 | 加仓 |
| Cetera Investment Advisers | 200,198 | $798.59万 | 0.01% | 2,431 | 加仓 |
| CONGRESS ASSET MANAGEMENT CO | 178,434 | $711.77万 | 0.05% | 42,622 | 加仓 |
| One Capital Management, LLC | 175,243 | $699.04万 | 0.19% | 157,361 | 加仓 |
| MORGAN STANLEY | 172,626 | $688.61万 | 0.00% | -68,525 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 165,955 | $662.00万 | 0.00% | -16,764 | 减仓 |
| Weaver Consulting Group | 148,591 | $592.73万 | 1.41% | 2,161 | 加仓 |
| Investment Advisory Group, LLC | 147,271 | $587.47万 | 1.49% | 2,883 | 加仓 |
| WELLS FARGO & COMPANY/MN | 108,224 | $431.71万 | 0.00% | -49,476 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 103,594 | $413.20万 | 0.01% | 10,776 | 加仓 |
| Elevation Capital Advisory, LLC | 102,956 | $410.69万 | 1.75% | 76,897 | 加仓 |
| OSAIC HOLDINGS, INC. | 89,901 | $358.66万 | 0.01% | 31,608 | 加仓 |
| Foundations Investment Advisors, LLC | 79,258 | $316.16万 | 0.04% | 2,919 | 加仓 |
| Private Advisor Group, LLC | 71,809 | $286.45万 | 0.01% | -3,455 | 减仓 |
| STIFEL FINANCIAL CORP | 71,533 | $285.35万 | 0.00% | -23,862 | 减仓 |
| GILPIN WEALTH MANAGEMENT, LLC | 71,015 | $283.28万 | 2.24% | 29,644 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,378 | $272.76万 | 0.00% | 27,968 | 加仓 |
| High Net Worth Advisory Group LLC | 56,600 | $225.78万 | 0.53% | 12,950 | 加仓 |
| Lido Advisors, LLC | 55,500 | $221.39万 | 0.01% | -101,219 | 减仓 |
| Legacy Capital Wealth Partners, LLC | 54,879 | $218.91万 | 0.42% | 0 | 不变 |
| AVALON CAPITAL MANAGEMENT | 51,432 | $205.16万 | 0.58% | -127 | 重新持有 |
| HARBOUR INVESTMENTS, INC. | 45,398 | $181.10万 | 0.03% | 15,086 | 加仓 |
| JPMORGAN CHASE & CO | 44,425 | $175.21万 | 0.00% | 39,938 | 加仓 |
| Rothschild Wealth LLC | 40,052 | $159.77万 | 0.14% | 429 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 39,691 | $158.33万 | 0.00% | 2,401 | 加仓 |
| Mariner, LLC | 38,373 | $153.07万 | 0.00% | -1,278 | 减仓 |
| Consilium Wealth Advisory, LLC | 36,450 | $145.40万 | 0.50% | 155 | 加仓 |
| Waterloo Capital, L.P. | 35,302 | $140.82万 | 0.10% | -756 | 减仓 |
| KMG FIDUCIARY PARTNERS, LLC | 35,038 | $139.77万 | 0.10% | 1,120 | 加仓 |
| Onyx Bridge Wealth Group LLC | 32,878 | $131.15万 | 0.14% | 173 | 加仓 |
| RCW Management, LLC | 31,989 | $127.60万 | 1.31% | 0 | 不变 |
| NATIONAL BANK OF CANADA /FI/ | 31,119 | $124.07万 | 0.00% | -7,802 | 减仓 |
| BlueStem Wealth Partners, LLC | 30,427 | $121.37万 | 0.13% | -955 | 减仓 |
| Corient Private Wealth LP | 30,021 | $119.75万 | 0.00% | -39,985 | 减仓 |
| AMERIPRISE FINANCIAL INC | 29,764 | $118.73万 | 0.00% | -8,828 | 减仓 |
| RIK SAYLOR FINANCIAL, INC. | 29,489 | $117.63万 | 0.89% | 34 | 加仓 |
| UBS Group AG | 28,337 | $113.04万 | 0.00% | -370 | 减仓 |
| Visionary Wealth Advisors | 28,075 | $111.99万 | 0.05% | -20,303 | 减仓 |
| Thrive Capital Management, LLC | 25,970 | $103.59万 | 0.23% | -900 | 减仓 |
| Equitable Holdings, Inc. | 25,147 | $100.91万 | 0.01% | 5,508 | 加仓 |
| ROYAL BANK OF CANADA | 24,943 | $99.60万 | 0.00% | -14,393 | 减仓 |
| Phil A. Younker & Associates, Ltd. | 23,436 | $93.49万 | 0.62% | 0 | 不变 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 23,198 | $92.54万 | 0.14% | -34 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 22,647 | $90.34万 | 0.00% | -375,598 | 减仓 |
| SILVER OAK SECURITIES, INCORPORATED | 22,411 | $89.40万 | 0.07% | 7,059 | 加仓 |
| CITADEL ADVISORS LLC | 21,486 | $85.71万 | 0.00% | 9,695 | 重新持有 |
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 🔒