AOR ISHARES TR
CORE 60/40 BALAN
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 | 452 | 19,881,763 | $13.82亿 | 38 | 206 | 126 | 18 | $7,676.26万 |
| 2026Q1 | 410 | 18,672,888 | $12.03亿 | 30 | 167 | 125 | 32 | -$6,522.17万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,678.20万 |
| Reyes Financial Architecture, Inc. | 加仓 | $542.48万 |
| Almitas Capital LLC | 新建仓 | $486.12万 |
| OSAIC HOLDINGS, INC. | 加仓 | $484.60万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $426.41万 |
| Stratos Wealth Partners, LTD. | 加仓 | $413.71万 |
| HANOVER ADVISORS INC | 加仓 | $373.35万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 新建仓 | $370.39万 |
| Worth Asset Management, LLC | 加仓 | $366.22万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $314.79万 |
| JIM SAULNIER & ASSOCIATES, LLC | 加仓 | $286.06万 |
| BlackRock, Inc. | 加仓 | $276.37万 |
| IFG Advisory, LLC | 加仓 | $267.88万 |
| Consilium Wealth Advisory, LLC | 加仓 | $255.27万 |
| TIAA Wealth Investment Management LLC | 新建仓 | $252.79万 |
| Foundations Investment Advisors, LLC | 加仓 | $245.86万 |
| Madrid Financial Services | 加仓 | $233.00万 |
| BENJAMIN EDWARDS INC | 加仓 | $196.91万 |
| Strategic Blueprint, LLC | 加仓 | $189.71万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $186.78万 |
2026Q2 卖出最多
| LPL Financial LLC | 减仓 | -$824.63万 |
| NBT BANK, N.A. | 减仓 | -$591.08万 |
| WestEnd Advisors, LLC | 减仓 | -$462.39万 |
| MORGAN STANLEY | 减仓 | -$337.31万 |
| Elevation Capital Advisory, LLC | 减仓 | -$335.19万 |
| Independent Advisor Alliance | 清仓 | -$216.21万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$201.06万 |
| UBS Group AG | 减仓 | -$157.28万 |
| JANE STREET GROUP, LLC | 清仓 | -$151.92万 |
| Cogent Private Wealth, Inc. | 减仓 | -$137.74万 |
| Phil A. Younker & Associates, Ltd. | 减仓 | -$128.46万 |
| Dynamic Advisor Solutions LLC | 减仓 | -$121.11万 |
| Focus Financial Network, Inc. | 减仓 | -$109.74万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$88.20万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 清仓 | -$86.58万 |
| Corient Private Wealth LP | 减仓 | -$69.58万 |
| UNIQUE WEALTH, LLC | 减仓 | -$68.68万 |
| Waverly Advisors, LLC | 减仓 | -$60.51万 |
| Medallion Wealth Advisors, LLC | 减仓 | -$52.81万 |
| HighTower Advisors, LLC | 减仓 | -$51.44万 |
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. | 1,957,720 | $1.36亿 | 0.00% | 39,766 | 加仓 |
| LPL Financial LLC | 1,065,599 | $7,405.92万 | 0.02% | -118,652 | 减仓 |
| Worth Asset Management, LLC | 742,669 | $5,161.55万 | 16.51% | 52,693 | 加仓 |
| JPMORGAN CHASE & CO | 668,197 | $4,631.28万 | 0.00% | 18,002 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 586,162 | $4,073.82万 | 0.00% | -2,972 | 减仓 |
| Mesirow Financial Investment Management, Inc. | 565,749 | $3,931.93万 | 0.62% | 2,633 | 加仓 |
| WELLS FARGO & COMPANY/MN | 562,914 | $3,912.25万 | 0.01% | 45,294 | 加仓 |
| MORGAN STANLEY | 524,925 | $3,648.24万 | 0.00% | -48,534 | 减仓 |
| ASPIRIANT, LLC | 515,345 | $3,581.66万 | 0.88% | 5,921 | 加仓 |
| Consilium Wealth Advisory, LLC | 458,638 | $3,187.54万 | 9.46% | 36,730 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 455,976 | $3,169.00万 | 0.04% | 241,470 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 453,418 | $3,151.25万 | 12.68% | 41,160 | 加仓 |
| Foundations Investment Advisors, LLC | 389,262 | $2,705.37万 | 0.28% | 35,376 | 加仓 |
| Focus Partners Wealth | 336,606 | $2,339.41万 | 0.02% | -5,805 | 减仓 |
| Lebenthal Global Advisors, LLC | 324,439 | $2,254.85万 | 3.04% | 4,455 | 加仓 |
| Madrid Financial Services | 305,776 | $2,125.15万 | 11.25% | 33,525 | 加仓 |
| ROYAL BANK OF CANADA | 300,065 | $2,085.40万 | 0.00% | 22,365 | 加仓 |
| ASSETMARK, INC | 289,947 | $2,015.13万 | 0.03% | 3,773 | 加仓 |
| BSW Wealth Partners | 276,966 | $1,924.91万 | 2.14% | 25,313 | 加仓 |
| Waverly Advisors, LLC | 246,729 | $1,714.77万 | 0.10% | -8,707 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 241,716 | $1,679.93万 | 0.00% | 10,639 | 加仓 |
| OSAIC HOLDINGS, INC. | 216,818 | $1,507.11万 | 0.02% | 69,717 | 加仓 |
| UBS Group AG | 187,500 | $1,303.13万 | 0.00% | -22,630 | 减仓 |
| STIFEL FINANCIAL CORP | 183,986 | $1,278.74万 | 0.01% | 4,855 | 加仓 |
| Cetera Investment Advisers | 178,223 | $1,238.65万 | 0.01% | 17,050 | 加仓 |
| Ellenbecker Investment Group | 159,634 | $1,109.46万 | 1.29% | 13,526 | 加仓 |
| Phil A. Younker & Associates, Ltd. | 157,991 | $1,098.04万 | 7.40% | -18,483 | 减仓 |
| Creative Planning | 145,147 | $1,008.77万 | 0.01% | 18,795 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 143,921 | $1,000.25万 | 0.11% | -12,690 | 减仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 138,313 | $961.28万 | 0.83% | 12,013 | 加仓 |
| TRUE Private Wealth Advisors | 122,610 | $852.14万 | 0.74% | -750 | 减仓 |
| HANOVER ADVISORS INC | 121,374 | $843.55万 | 3.04% | 53,719 | 加仓 |
| Kestra Advisory Services, LLC | 115,031 | $799.47万 | 0.03% | 2,648 | 加仓 |
| One Capital Management, LLC | 123,544 | $795.01万 | 0.22% | 0 | 不变 |
| EIGHT 31 FINANCIAL, LLC | 111,621 | $775.77万 | 4.61% | 1,509 | 加仓 |
| Hopwood Nicholas Hunter | 109,627 | $761.91万 | 2.09% | -1,199 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 105,641 | $734.20万 | 0.00% | 12,294 | 加仓 |
| Legacy Wealth Partners, LLC | 98,018 | $681.23万 | 1.54% | 1,757 | 加仓 |
| Strategic Family Wealth Counselors, L.L.C. | 96,670 | $671.86万 | 1.56% | 2,184 | 加仓 |
| Cogent Private Wealth, Inc. | 88,416 | $614.49万 | 3.84% | -19,819 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 88,383 | $614.26万 | 0.01% | 10,286 | 加仓 |
| Prosperity Consulting Group, LLC | 87,427 | $607.62万 | 0.23% | 5,954 | 加仓 |
| Wealth Forward, LLC | 86,813 | $603.35万 | 3.00% | 1,097 | 加仓 |
| Weaver Consulting Group | 85,989 | $597.63万 | 1.23% | 4,024 | 加仓 |
| UNIQUE WEALTH, LLC | 82,611 | $574.15万 | 0.67% | -9,882 | 减仓 |
| RWA WEALTH PARTNERS, LLC | 81,939 | $569.48万 | 0.05% | 24,377 | 加仓 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,550 | $568.20万 | 1.96% | 0 | 不变 |
| Reyes Financial Architecture, Inc. | 81,320 | $565.18万 | 3.17% | 78,054 | 加仓 |
| FIRST FOUNDATION ADVISORS | 79,255 | $550.82万 | 0.20% | 4,063 | 加仓 |
| Stratos Wealth Partners, LTD. | 77,912 | $541.49万 | 0.05% | 59,526 | 加仓 |
内部人交易（Form 4）
AOR 董事、高管和大股东的最新买卖申报。专业版可看 🔒