AOM ISHARES TR
MODERT 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 | 301 | 13,310,602 | $6.64亿 | 26 | 122 | 94 | 24 | $511.01万 |
| 2026Q1 | 294 | 13,165,258 | $6.24亿 | 33 | 104 | 100 | 21 | -$1,736.60万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| KAVAR CAPITAL PARTNERS GROUP, LLC | 新建仓 | $1,231.42万 |
| GTS SECURITIES LLC | 加仓 | $569.23万 |
| BlackRock, Inc. | 加仓 | $500.15万 |
| Hershey Financial Advisers, LLC | 新建仓 | $378.06万 |
| JPMORGAN CHASE & CO | 加仓 | $226.26万 |
| Foundations Investment Advisors, LLC | 加仓 | $134.40万 |
| BLAIR WILLIAM & CO/IL | 新建仓 | $99.39万 |
| Focus Financial Network, Inc. | 加仓 | $79.85万 |
| DENVER WEALTH MANAGEMENT, INC. | 加仓 | $76.74万 |
| ROYAL BANK OF CANADA | 加仓 | $67.32万 |
| Mariner, LLC | 加仓 | $66.57万 |
| Retireful, LLC | 新建仓 | $65.07万 |
| CGN Advisors LLC | 加仓 | $62.65万 |
| NATIONAL BANK OF CANADA /FI/ | 加仓 | $58.12万 |
| Weitzel Financial Services, Inc. | 加仓 | $56.02万 |
| Equitable Holdings, Inc. | 加仓 | $53.73万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $51.06万 |
| Strategic Blueprint, LLC | 加仓 | $49.49万 |
| High Net Worth Advisory Group LLC | 加仓 | $49.26万 |
| L.K. Benson & Company, P.C. | 新建仓 | $49.10万 |
2026Q1 卖出最多
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,603.22万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$1,192.75万 |
| HUB Investment Partners, LLC | 减仓 | -$1,165.69万 |
| MORGAN STANLEY | 减仓 | -$671.58万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$503.67万 |
| KilterHowling LLC | 减仓 | -$271.13万 |
| HANOVER ADVISORS INC | 减仓 | -$218.16万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$105.26万 |
| Consilium Wealth Advisory, LLC | 减仓 | -$73.80万 |
| LPL Financial LLC | 减仓 | -$70.88万 |
| Janney Montgomery Scott LLC | 减仓 | -$65.17万 |
| WEDBUSH SECURITIES INC | 减仓 | -$64.06万 |
| Patton Albertson Miller Group, LLC | 减仓 | -$55.33万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 清仓 | -$46.56万 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 清仓 | -$45.18万 |
| SEEDS INVESTOR LLC | 减仓 | -$43.90万 |
| StoneX Group Inc. | 清仓 | -$43.60万 |
| Paragon Advisors, LLC | 清仓 | -$41.77万 |
| Gladstone Institutional Advisory LLC | 清仓 | -$37.10万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$26.32万 |
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,026,406 | $1.43亿 | 0.00% | 105,583 | 加仓 |
| LPL Financial LLC | 1,257,761 | $5,958.01万 | 0.02% | -14,962 | 减仓 |
| MORGAN STANLEY | 714,713 | $3,385.60万 | 0.00% | -141,773 | 减仓 |
| Foundations Investment Advisors, LLC | 559,991 | $2,652.68万 | 0.33% | 28,373 | 加仓 |
| ROYAL BANK OF CANADA | 336,701 | $1,595.00万 | 0.00% | 14,211 | 加仓 |
| Weitzel Financial Services, Inc. | 313,078 | $1,484.62万 | 5.59% | 11,814 | 加仓 |
| WELLS FARGO & COMPANY/MN | 293,205 | $1,388.91万 | 0.00% | -251,795 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 287,469 | $1,361.74万 | 0.00% | -5,556 | 减仓 |
| AJ Advisors, LLC | 274,866 | $1,302.04万 | 4.83% | 5,770 | 加仓 |
| AMERIPRISE FINANCIAL INC | 262,366 | $1,242.92万 | 0.00% | -106,320 | 减仓 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 259,957 | $1,231.42万 | 1.54% | 259,957 | 新建仓 |
| Cetera Investment Advisers | 215,782 | $1,022.16万 | 0.01% | -2,613 | 减仓 |
| Weaver Consulting Group | 176,410 | $835.65万 | 1.99% | 2,232 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 155,810 | $738.07万 | 0.01% | 10,780 | 加仓 |
| OSAIC HOLDINGS, INC. | 151,012 | $715.46万 | 0.01% | 7,879 | 加仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 149,658 | $708.93万 | 0.70% | 7,414 | 加仓 |
| Investment Advisory Group, LLC | 149,318 | $707.32万 | 1.80% | 4,115 | 加仓 |
| GTS SECURITIES LLC | 140,704 | $666.51万 | 0.24% | 120,166 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 125,066 | $592.40万 | 0.02% | 6,564 | 加仓 |
| Focus Financial Network, Inc. | 115,867 | $548.86万 | 0.20% | 16,857 | 加仓 |
| Royal Fund Management, LLC | 110,496 | $523.41万 | 0.50% | -3,491 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 102,147 | $483.87万 | 0.00% | -338,445 | 减仓 |
| Western Wealth Management, LLC | 95,271 | $451.30万 | 0.17% | 1,820 | 加仓 |
| TRUIST FINANCIAL CORP | 89,285 | $422.94万 | 0.01% | -1,393 | 减仓 |
| Waverly Advisors, LLC | 84,825 | $401.82万 | 0.03% | 1,340 | 加仓 |
| Ellenbecker Investment Group | 81,189 | $384.60万 | 0.52% | 2,597 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 80,660 | $382.09万 | 0.00% | 5,356 | 加仓 |
| Hershey Financial Advisers, LLC | 79,809 | $378.06万 | 3.26% | 79,809 | 新建仓 |
| Onyx Bridge Wealth Group LLC | 77,729 | $368.20万 | 0.40% | -367 | 减仓 |
| Taylor Financial Group, Inc. | 77,609 | $367.63万 | 2.23% | 3,097 | 加仓 |
| Focus Partners Wealth | 77,022 | $364.86万 | 0.00% | -717 | 减仓 |
| Consilium Wealth Advisory, LLC | 76,627 | $362.98万 | 1.24% | -15,580 | 减仓 |
| Ameritas Advisory Services, LLC | 75,906 | $359.57万 | 0.14% | -1,824 | 减仓 |
| Brookstone Capital Management | 73,165 | $346.58万 | 0.04% | 925 | 加仓 |
| SEEDS INVESTOR LLC | 70,828 | $344.22万 | 0.47% | -9,033 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,471 | $323.60万 | 0.01% | -22,272 | 减仓 |
| JPMORGAN CHASE & CO | 67,237 | $314.13万 | 0.00% | 48,429 | 加仓 |
| Mutual Advisors, LLC | 66,229 | $313.73万 | 0.07% | -1,368 | 减仓 |
| VVR Holdings LLC | 61,321 | $290.48万 | 1.50% | -3,614 | 减仓 |
| Kestra Advisory Services, LLC | 60,768 | $287.86万 | 0.01% | 9,104 | 加仓 |
| Private Advisor Group, LLC | 57,784 | $273.72万 | 0.01% | 1,208 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 56,738 | $268.77万 | 1.31% | 8,971 | 加仓 |
| ASPIRIANT, LLC | 49,669 | $235.28万 | 0.07% | 4,451 | 加仓 |
| TRUE Private Wealth Advisors | 49,511 | $234.53万 | 0.22% | -894 | 减仓 |
| Enclave Advisors LLC | 46,253 | $219.10万 | 0.30% | -1,092 | 减仓 |
| Beacon Financial Advisory LLC | 44,247 | $209.60万 | 0.47% | 520 | 加仓 |
| Manske Wealth Management | 42,011 | $199.01万 | 0.56% | -500 | 减仓 |
| STIFEL FINANCIAL CORP | 37,816 | $179.13万 | 0.00% | -2,052 | 减仓 |
| LifePlan Financial, LLC | 37,301 | $176.70万 | 1.31% | 5,302 | 加仓 |
| DENVER WEALTH MANAGEMENT, INC. | 36,049 | $170.76万 | 0.59% | 16,201 | 加仓 |
内部人交易（Form 4）
AOM 董事、高管和大股东的最新买卖申报。专业版可看 🔒