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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1,685.04万 |
| One Capital Management, LLC | 加仓 | $682.82万 |
| Consilium Wealth Advisory, LLC | 加仓 | $660.49万 |
| NBT BANK, N.A. | 加仓 | $657.39万 |
| Lebenthal Global Advisors, LLC | 加仓 | $615.08万 |
| Mesirow Financial Investment Management, Inc. | 加仓 | $513.29万 |
| JPMORGAN CHASE & CO | 加仓 | $354.47万 |
| Richard Bernstein Advisors LLC | 加仓 | $260.52万 |
| Mariner, LLC | 加仓 | $260.44万 |
| Independent Advisor Alliance | 新建仓 | $216.21万 |
| Ellenbecker Investment Group | 加仓 | $212.59万 |
| Foundations Investment Advisors, LLC | 加仓 | $206.90万 |
| EP Wealth Advisors, LLC | 新建仓 | $195.21万 |
| WestEnd Advisors, LLC | 加仓 | $193.94万 |
| Dynamic Advisor Solutions LLC | 加仓 | $191.85万 |
| HighTower Advisors, LLC | 加仓 | $189.91万 |
| Strategic Blueprint, LLC | 加仓 | $189.52万 |
| BlackRock, Inc. | 加仓 | $187.14万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $183.56万 |
| ASPIRIANT, LLC | 加仓 | $180.79万 |
2026Q1 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$4,336.55万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$2,809.67万 |
| BARCLAYS PLC | 清仓 | -$2,728.47万 |
| STIFEL FINANCIAL CORP | 减仓 | -$1,202.76万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$681.83万 |
| Corient Private Wealth LP | 减仓 | -$499.23万 |
| Janney Montgomery Scott LLC | 减仓 | -$492.25万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$303.72万 |
| TRUIST FINANCIAL CORP | 减仓 | -$287.13万 |
| IFG Advisory, LLC | 减仓 | -$270.41万 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 清仓 | -$236.90万 |
| UBS Group AG | 减仓 | -$228.13万 |
| AVALON CAPITAL MANAGEMENT | 清仓 | -$222.38万 |
| HANOVER ADVISORS INC | 减仓 | -$210.94万 |
| VICTORY CAPITAL MANAGEMENT INC | 清仓 | -$185.82万 |
| GTS SECURITIES LLC | 清仓 | -$182.05万 |
| Madrid Financial Services | 减仓 | -$180.33万 |
| Matrix Trust Co | 清仓 | -$142.80万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$139.17万 |
| CAPITAL INSIGHT PARTNERS, LLC | 清仓 | -$136.78万 |
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. | 1,917,954 | $1.23亿 | 0.00% | 29,082 | 加仓 |
| LPL Financial LLC | 1,184,251 | $7,620.65万 | 0.02% | 261,855 | 加仓 |
| Worth Asset Management, LLC | 689,976 | $4,440.00万 | 16.55% | 19,273 | 加仓 |
| JPMORGAN CHASE & CO | 650,195 | $4,104.03万 | 0.00% | 56,158 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 589,134 | $3,791.08万 | 0.00% | 4,088 | 加仓 |
| MORGAN STANLEY | 573,459 | $3,690.22万 | 0.00% | 1,516 | 加仓 |
| Mesirow Financial Investment Management, Inc. | 563,116 | $3,623.62万 | 0.59% | 79,766 | 加仓 |
| WELLS FARGO & COMPANY/MN | 517,620 | $3,330.89万 | 0.01% | -673,901 | 减仓 |
| ASPIRIANT, LLC | 509,424 | $3,278.15万 | 0.93% | 28,095 | 加仓 |
| Consilium Wealth Advisory, LLC | 421,908 | $2,714.98万 | 9.26% | 102,640 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 412,258 | $2,652.88万 | 12.91% | 20,217 | 加仓 |
| Foundations Investment Advisors, LLC | 353,886 | $2,277.26万 | 0.28% | 32,153 | 加仓 |
| Focus Partners Wealth | 342,411 | $2,203.42万 | 0.02% | -15,232 | 减仓 |
| Lebenthal Global Advisors, LLC | 319,984 | $2,059.09万 | 2.99% | 95,584 | 加仓 |
| ASSETMARK, INC | 286,174 | $1,841.53万 | 0.04% | 5,534 | 加仓 |
| ROYAL BANK OF CANADA | 277,700 | $1,787.00万 | 0.00% | 3,201 | 加仓 |
| Madrid Financial Services | 272,251 | $1,751.94万 | 10.34% | -28,024 | 减仓 |
| Waverly Advisors, LLC | 255,436 | $1,643.73万 | 0.12% | 7,483 | 加仓 |
| BSW Wealth Partners | 251,653 | $1,619.39万 | 1.98% | 3,841 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 231,077 | $1,486.98万 | 0.00% | -436,624 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 214,506 | $1,380.30万 | 0.04% | 13,775 | 加仓 |
| UBS Group AG | 210,130 | $1,352.19万 | 0.00% | -35,452 | 减仓 |
| STIFEL FINANCIAL CORP | 179,131 | $1,152.70万 | 0.01% | -186,911 | 减仓 |
| Phil A. Younker & Associates, Ltd. | 176,474 | $1,135.61万 | 7.57% | -1,073 | 减仓 |
| Cetera Investment Advisers | 161,173 | $1,037.15万 | 0.01% | 16,444 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 156,611 | $1,007.79万 | 0.12% | 15,959 | 加仓 |
| OSAIC HOLDINGS, INC. | 147,101 | $946.70万 | 0.01% | -5,950 | 减仓 |
| Ellenbecker Investment Group | 146,108 | $940.21万 | 1.27% | 33,037 | 加仓 |
| Creative Planning | 126,352 | $813.07万 | 0.01% | -1,990 | 减仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 126,300 | $812.74万 | 0.80% | 17,110 | 加仓 |
| One Capital Management, LLC | 123,544 | $795.01万 | 0.22% | 106,110 | 加仓 |
| TRUE Private Wealth Advisors | 123,360 | $793.83万 | 0.76% | -1,538 | 减仓 |
| Kestra Advisory Services, LLC | 112,383 | $723.18万 | 0.03% | 2,815 | 加仓 |
| Hopwood Nicholas Hunter | 110,826 | $713.16万 | 2.27% | 4,065 | 加仓 |
| EIGHT 31 FINANCIAL, LLC | 110,112 | $708.57万 | 4.28% | 559 | 加仓 |
| Cogent Private Wealth, Inc. | 108,235 | $696.49万 | 5.03% | 10,975 | 加仓 |
| NBT BANK, N.A. | 102,224 | $657.81万 | 0.43% | 102,159 | 加仓 |
| Legacy Wealth Partners, LLC | 96,261 | $619.44万 | 1.55% | -9,419 | 减仓 |
| Strategic Family Wealth Counselors, L.L.C. | 94,486 | $608.02万 | 1.60% | 1,558 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 93,347 | $600.69万 | 0.00% | -105,956 | 减仓 |
| UNIQUE WEALTH, LLC | 92,493 | $595.19万 | 0.82% | 894 | 加仓 |
| Wealth Forward, LLC | 85,716 | $551.59万 | 3.11% | -919 | 减仓 |
| Bell Investment Advisors, Inc | 82,377 | $530.09万 | 0.83% | -8,299 | 减仓 |
| Weaver Consulting Group | 81,965 | $527.44万 | 1.26% | 4,307 | 加仓 |
| Prosperity Consulting Group, LLC | 81,473 | $524.28万 | 0.23% | 5,105 | 加仓 |
| Patton Albertson Miller Group, LLC | 81,466 | $524.24万 | 0.62% | -3,939 | 减仓 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,550 | $516.05万 | 2.36% | 0 | 不变 |
| WestEnd Advisors, LLC | 80,083 | $515.35万 | 0.12% | 30,137 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 78,097 | $502.56万 | 0.01% | 1,719 | 加仓 |
| FIRST FOUNDATION ADVISORS | 75,192 | $483.86万 | 0.19% | -1,379 | 减仓 |
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 🔒