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 🔒 | ||||||||
2026Q2 买入最多
| WEDBUSH SECURITIES INC | 加仓 | $919.05万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $568.67万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 新建仓 | $311.96万 |
| Ameritas Advisory Services, LLC | 加仓 | $305.21万 |
| Cogent Private Wealth, Inc. | 新建仓 | $265.32万 |
| AE Wealth Management LLC | 加仓 | $246.71万 |
| BlackRock, Inc. | 加仓 | $204.28万 |
| American Trust | 加仓 | $168.19万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $116.39万 |
| MCF Advisors LLC | 新建仓 | $115.15万 |
| Western Wealth Management, LLC | 加仓 | $112.21万 |
| Cetera Investment Advisers | 加仓 | $89.82万 |
| Foundations Investment Advisors, LLC | 加仓 | $83.39万 |
| Investment Advisory Group, LLC | 加仓 | $60.64万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $58.94万 |
| BESSEMER GROUP INC | 新建仓 | $52.50万 |
| FMR LLC | 加仓 | $46.21万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $41.65万 |
| AJ Advisors, LLC | 加仓 | $41.05万 |
| Centennial Advisors, LLC | 新建仓 | $36.02万 |
2026Q2 卖出最多
| KAVAR CAPITAL PARTNERS GROUP, LLC | 清仓 | -$1,231.42万 |
| MORGAN STANLEY | 减仓 | -$869.09万 |
| GTS SECURITIES LLC | 减仓 | -$463.90万 |
| LPL Financial LLC | 减仓 | -$247.56万 |
| SEEDS INVESTOR LLC | 减仓 | -$144.33万 |
| KMG FIDUCIARY PARTNERS, LLC | 清仓 | -$107.51万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$71.06万 |
| Retireful, LLC | 清仓 | -$65.07万 |
| Gallacher Capital Management LLC | 减仓 | -$46.69万 |
| Mariner, LLC | 减仓 | -$45.93万 |
| HANOVER ADVISORS INC | 减仓 | -$45.53万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$44.32万 |
| HUB Investment Partners, LLC | 减仓 | -$44.11万 |
| Private Advisor Group, LLC | 减仓 | -$40.22万 |
| Fort Point Capital Partners LLC | 清仓 | -$39.85万 |
| CITADEL ADVISORS LLC | 减仓 | -$38.33万 |
| IHT Wealth Management, LLC | 清仓 | -$37.63万 |
| Equitable Holdings, Inc. | 减仓 | -$36.11万 |
| CIBC Bancorp USA Inc. | 清仓 | -$33.30万 |
| Focus Financial Network, Inc. | 减仓 | -$31.41万 |
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,067,353 | $1.53亿 | 0.00% | 40,947 | 加仓 |
| LPL Financial LLC | 1,208,139 | $6,027.41万 | 0.01% | -49,622 | 减仓 |
| Foundations Investment Advisors, LLC | 576,705 | $2,877.18万 | 0.30% | 16,714 | 加仓 |
| MORGAN STANLEY | 540,513 | $2,696.62万 | 0.00% | -174,200 | 减仓 |
| ROYAL BANK OF CANADA | 340,210 | $1,697.30万 | 0.00% | 3,509 | 加仓 |
| Weitzel Financial Services, Inc. | 315,749 | $1,557.20万 | 5.29% | 2,671 | 加仓 |
| WELLS FARGO & COMPANY/MN | 305,020 | $1,521.74万 | 0.00% | 11,815 | 加仓 |
| AJ Advisors, LLC | 283,095 | $1,412.36万 | 4.39% | 8,229 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 273,226 | $1,363.13万 | 0.00% | -14,243 | 减仓 |
| AMERIPRISE FINANCIAL INC | 258,799 | $1,291.15万 | 0.00% | -3,567 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 239,056 | $1,192.60万 | 0.01% | 113,990 | 加仓 |
| Cetera Investment Advisers | 233,786 | $1,166.36万 | 0.01% | 18,004 | 加仓 |
| WEDBUSH SECURITIES INC | 193,700 | $966.40万 | 0.25% | 184,210 | 加仓 |
| Weaver Consulting Group | 178,155 | $888.81万 | 1.82% | 1,745 | 加仓 |
| Investment Advisory Group, LLC | 161,473 | $805.59万 | 1.75% | 12,155 | 加仓 |
| OSAIC HOLDINGS, INC. | 154,781 | $772.37万 | 0.01% | 3,769 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 146,926 | $733.01万 | 0.01% | -8,884 | 减仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 145,264 | $724.72万 | 0.63% | -4,394 | 减仓 |
| Ameritas Advisory Services, LLC | 137,083 | $683.90万 | 0.14% | 61,177 | 加仓 |
| Western Wealth Management, LLC | 117,762 | $587.52万 | 0.19% | 22,491 | 加仓 |
| Royal Fund Management, LLC | 113,660 | $567.05万 | 0.47% | 3,164 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 110,495 | $551.26万 | 0.00% | 8,348 | 加仓 |
| Focus Financial Network, Inc. | 109,571 | $546.65万 | 0.17% | -6,296 | 减仓 |
| TRUIST FINANCIAL CORP | 90,161 | $449.81万 | 0.01% | 876 | 加仓 |
| Waverly Advisors, LLC | 84,372 | $420.93万 | 0.02% | -453 | 减仓 |
| Ellenbecker Investment Group | 83,370 | $415.93万 | 0.48% | 2,181 | 加仓 |
| Hershey Financial Advisers, LLC | 81,878 | $408.49万 | 2.93% | 2,069 | 加仓 |
| Taylor Financial Group, Inc. | 81,107 | $404.64万 | 2.22% | 3,498 | 加仓 |
| Onyx Bridge Wealth Group LLC | 79,435 | $396.30万 | 0.36% | 1,706 | 加仓 |
| Focus Partners Wealth | 76,819 | $383.25万 | 0.00% | -203 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 75,237 | $375.36万 | 0.00% | -5,423 | 减仓 |
| Brookstone Capital Management | 73,102 | $364.70万 | 0.04% | -63 | 减仓 |
| Consilium Wealth Advisory, LLC | 71,955 | $358.98万 | 1.07% | -4,672 | 减仓 |
| JPMORGAN CHASE & CO | 71,928 | $358.49万 | 0.00% | 4,691 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67,914 | $335.56万 | 0.01% | -557 | 减仓 |
| Mutual Advisors, LLC | 65,998 | $329.26万 | 0.06% | -231 | 减仓 |
| Kestra Advisory Services, LLC | 65,263 | $325.60万 | 0.01% | 4,495 | 加仓 |
| BASSO CAPITAL MANAGEMENT, L.P. | 62,530 | $311.96万 | 0.67% | 62,530 | 新建仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 62,051 | $309.57万 | 1.25% | 5,313 | 加仓 |
| AE Wealth Management LLC | 62,037 | $309.50万 | 0.01% | 49,451 | 加仓 |
| VVR Holdings LLC | 58,410 | $291.41万 | 1.26% | -2,911 | 减仓 |
| American Trust | 57,302 | $285.88万 | 0.22% | 33,713 | 加仓 |
| Cogent Private Wealth, Inc. | 53,182 | $265.32万 | 1.66% | 53,182 | 新建仓 |
| Private Advisor Group, LLC | 49,723 | $248.07万 | 0.01% | -8,061 | 减仓 |
| ASPIRIANT, LLC | 49,669 | $247.80万 | 0.06% | 0 | 不变 |
| TRUE Private Wealth Advisors | 49,534 | $247.13万 | 0.21% | 23 | 加仓 |
| GTS SECURITIES LLC | 47,720 | $238.08万 | 0.05% | -92,984 | 减仓 |
| Enclave Advisors LLC | 45,013 | $224.57万 | 0.28% | -1,240 | 减仓 |
| Beacon Financial Advisory LLC | 44,541 | $222.21万 | 0.44% | 294 | 加仓 |
| Manske Wealth Management | 42,211 | $210.59万 | 0.52% | 200 | 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 🔒