13F 机构持仓

APIE TRUST FOR PROFESSIONAL MANAG

ACTIVEPASSIVE EQ

持有机构数452026Q2
26Q126Q2
机构合计持股(股)29,458,9212026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q24529,458,921$11.41亿 819106$4,402.80万
2026Q14228,319,723$9.98亿 616125-$1,269.03万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$3,335.41万
Farther Finance Advisors, LLC新建仓$201.46万
CITADEL ADVISORS LLC加仓$105.43万
PRINCIPAL SECURITIES, INC.加仓$95.89万
MML INVESTORS SERVICES, LLC加仓$77.84万
Cetera Investment Advisers加仓$57.70万
&PARTNERS加仓$46.55万
QRG CAPITAL MANAGEMENT, INC.新建仓$25.55万
FSA WEALTH PARTNERS, INC.新建仓$20.78万
ASSETMARK, INC加仓$20.03万
Kestra Advisory Services, LLC加仓$18.57万
WEDBUSH SECURITIES INC加仓$17.66万
Sigma Planning Corp加仓$7.12万
PNC Financial Services Group, Inc.加仓$6.28万
DIVERSIFY WEALTH MANAGEMENT, LLC加仓$4.24万
MAI Capital Management新建仓$4.09万
Wellington Grp LLC新建仓$2.89万
COMMONWEALTH EQUITY SERVICES, LLC加仓$2.60万
UBS Group AG加仓$2.16万
PRINCIPAL FINANCIAL GROUP INC加仓$1.31万

2026Q1 卖出最多

Envestnet Portfolio Solutions, Inc.减仓-$4,270.44万
LPL Financial LLC减仓-$410.02万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$283.97万
OSAIC HOLDINGS, INC.减仓-$131.72万
Mariner, LLC减仓-$52.68万
B. Riley Wealth Advisors, Inc.减仓-$38.91万
Modern Wealth Management, LLC清仓-$34.17万
Spire Wealth Management减仓-$24.09万
FLAGSTAR SECURITIES, INC清仓-$22.03万
COURIER CAPITAL LLC清仓-$20.65万
JANE STREET GROUP, LLC重新持有-$18.53万
ROYAL BANK OF CANADA清仓-$8.10万
Smartleaf Asset Management LLC清仓-$3.72万
World Investment Advisors减仓-$1.99万
Financial Sense Advisors, Inc.减仓-$1.86万
Allworth Financial LP减仓-$1.10万
Cambridge Investment Research Advisors, Inc.减仓-$1,269
Capital Asset Managemnet, LLC减仓-$493

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
ENVESTNET ASSET MANAGEMENT INC12,565,436$4.43亿0.12%946,215加仓
Envestnet Portfolio Solutions, Inc.12,147,990$4.28亿2.37%-1,211,472减仓
LPL Financial LLC1,001,712$3,531.03万0.01%-116,318减仓
PRINCIPAL SECURITIES, INC.694,896$2,449.51万0.36%27,202加仓
MML INVESTORS SERVICES, LLC439,764$1,550.17万0.04%22,082加仓
&PARTNERS228,561$805.53万0.04%13,207加仓
OSAIC HOLDINGS, INC.215,217$758.69万0.01%-37,365减仓
B. Riley Wealth Advisors, Inc.211,473$721.80万0.46%-11,400减仓
Cetera Investment Advisers166,098$585.49万0.01%16,368加仓
RESOLUTE WEALTH ADVISOR, INC.132,128$465.75万2.65%——
Spire Wealth Management82,079$289.33万0.10%-6,833减仓
Farther Finance Advisors, LLC56,432$201.46万0.02%56,432新建仓
CITADEL ADVISORS LLC55,009$193.91万0.00%29,910加仓
World Investment Advisors45,362$159.90万0.03%-565减仓
WEDBUSH SECURITIES INC45,054$158.80万0.05%5,011加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,916$126.60万0.00%-80,558减仓
Cambridge Investment Research Advisors, Inc.21,052$74.20万0.00%-36减仓
Mariner, LLC20,440$72.05万0.00%-14,946减仓
PRINCIPAL FINANCIAL GROUP INC18,699$65.91万0.00%373加仓
Financial Sense Advisors, Inc.18,271$64.41万0.13%-527减仓
COMMONWEALTH EQUITY SERVICES, LLC17,868$62.98万0.00%739加仓
NewEdge Advisors, LLC16,060$56.61万0.00%0不变
Kestra Advisory Services, LLC14,034$49.47万0.00%5,269加仓
Sigma Planning Corp12,157$42.85万0.01%2,020加仓
JANE STREET GROUP, LLC8,710$30.70万0.00%-5,257重新持有
QRG CAPITAL MANAGEMENT, INC.7,247$25.55万0.00%7,247新建仓
DIVERSIFY WEALTH MANAGEMENT, LLC6,591$24.29万0.00%1,151加仓
Capital Asset Managemnet, LLC6,407$22.58万0.25%-14减仓
ASSETMARK, INC5,907$20.82万0.00%5,682加仓
FSA WEALTH PARTNERS, INC.5,894$20.78万0.10%5,894新建仓
Allworth Financial LP4,838$17.05万0.00%-311减仓
MORGAN STANLEY2,914$10.27万0.00%0不变
Pinnacle Bancorp, Inc.2,134$7.52万0.02%0不变
Pioneer Family Office, LLC1,896$6.68万0.04%0不变
PNC Financial Services Group, Inc.1,820$6.42万0.00%1,781加仓
MAI Capital Management1,161$4.09万0.00%1,161新建仓
Wellington Grp LLC821$2.89万0.01%821新建仓
UBS Group AG815$2.87万0.00%614加仓
Signature Resources Capital Management, LLC464$1.64万0.01%371加仓
IFP Advisors, Inc301$1.06万0.00%0不变
Ascentis Independent Advisors67$2,3610.00%67新建仓
Signature Equity Partners, LLC28$9870.00%0不变

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