BALT INNOVATOR ETFS TRUST
DEFINED WLT SHLD
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 | 297 | 51,926,210 | $17.86亿 | 34 | 143 | 79 | 21 | $1.14亿 |
| 2026Q1 | 278 | 49,207,913 | $16.53亿 | 38 | 126 | 79 | 17 | $1.26亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $5,397.60万 |
| Marshall Financial Group, LLC | 新建仓 | $1,523.98万 |
| Archer Investment Corp | 加仓 | $1,196.76万 |
| Prasad Wealth Partners, LLC | 加仓 | $1,041.29万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,012.47万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $999.61万 |
| Ankerstar Wealth, LLC | 新建仓 | $934.08万 |
| OSAIC HOLDINGS, INC. | 加仓 | $855.91万 |
| Carter Financial Group, INC. | 新建仓 | $827.46万 |
| Kingsview Wealth Management, LLC | 加仓 | $787.99万 |
| Rochester Wealth Strategies, LLC | 新建仓 | $751.71万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $738.41万 |
| NewEdge Advisors, LLC | 加仓 | $736.24万 |
| Wealthcare Advisory Partners LLC | 加仓 | $720.62万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 加仓 | $697.76万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $685.43万 |
| Cetera Investment Advisers | 加仓 | $609.70万 |
| Arax Advisory Partners | 加仓 | $607.07万 |
| RHL GROUP, LLC | 新建仓 | $524.29万 |
| CreativeOne Wealth, LLC | 加仓 | $511.77万 |
2026Q2 卖出最多
| Wealthquest Corp | 减仓 | -$1.05亿 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 减仓 | -$1,730.66万 |
| CoreCap Advisors, LLC | 减仓 | -$1,286.53万 |
| Soltis Investment Advisors LLC | 减仓 | -$670.10万 |
| Prairie Wealth Advisors, Inc. | 清仓 | -$616.61万 |
| Reyes Financial Architecture, Inc. | 清仓 | -$605.16万 |
| AE Wealth Management LLC | 减仓 | -$571.97万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$319.69万 |
| Triton Financial Group Inc | 减仓 | -$315.62万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$262.84万 |
| Sovran Advisors, LLC | 减仓 | -$257.63万 |
| Sigma Planning Corp | 减仓 | -$155.63万 |
| Whipplewood Advisors, LLC | 减仓 | -$152.40万 |
| Private Advisor Group, LLC | 减仓 | -$146.06万 |
| Diversify Advisory Services, LLC | 重新持有 | -$141.37万 |
| Dogwood Wealth Management LLC | 清仓 | -$139.48万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 减仓 | -$135.16万 |
| Composition Wealth, LLC | 清仓 | -$132.68万 |
| Snowden Capital Advisors LLC | 清仓 | -$124.10万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$123.97万 |
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 2,758,023 | $9,451.74万 | 0.03% | 215,467 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,713,137 | $9,297.83万 | 0.11% | 249,756 | 加仓 |
| Wealthquest Corp | 2,542,279 | $8,712.39万 | 5.50% | -3,054,019 | 减仓 |
| LPL Financial LLC | 2,392,686 | $8,199.73万 | 0.02% | 1,575,023 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,939,719 | $6,647.42万 | 0.02% | -3,401 | 减仓 |
| Cetera Investment Advisers | 1,770,275 | $6,066.73万 | 0.06% | 177,911 | 加仓 |
| Kingsview Wealth Management, LLC | 1,385,648 | $4,748.62万 | 0.58% | 229,937 | 加仓 |
| Foundations Investment Advisors, LLC | 1,382,990 | $4,739.51万 | 0.49% | -16,857 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,236,763 | $4,238.39万 | 0.05% | 291,686 | 加仓 |
| Reliant Wealth Planning | 1,037,015 | $3,553.85万 | 9.77% | 31,667 | 加仓 |
| Brookstone Capital Management | 1,005,902 | $3,447.23万 | 0.35% | 90,346 | 加仓 |
| Crown Wealth Group, LLC | 978,870 | $3,354.59万 | 8.54% | 41,911 | 加仓 |
| Compass Advisory Group LLC | 910,105 | $3,118.93万 | 7.41% | 50,682 | 加仓 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 897,952 | $3,077.28万 | 9.62% | -505,007 | 减仓 |
| PTM WEALTH MANAGEMENT, LLC | 853,198 | $2,929.88万 | 13.19% | 66,038 | 加仓 |
| MTM FINANCIAL GROUP, LLC | 788,610 | $2,702.57万 | 11.58% | 1,002 | 加仓 |
| Kure Advisory, LLC | 741,316 | $2,540.49万 | 12.04% | 30,269 | 加仓 |
| NewEdge Advisors, LLC | 716,670 | $2,456.03万 | 0.07% | 214,836 | 加仓 |
| Clear Creek Financial Management, LLC | 669,133 | $2,293.12万 | 1.47% | 56,027 | 加仓 |
| Archer Investment Corp | 657,754 | $2,254.12万 | 2.19% | 349,214 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 651,904 | $2,234.07万 | 0.36% | 203,606 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 620,618 | $2,126.90万 | 0.82% | 137,371 | 加仓 |
| PERSONAL CFO SOLUTIONS, LLC | 563,980 | $1,932.76万 | 2.79% | 13,702 | 加仓 |
| Visionary Wealth Advisors | 552,027 | $1,891.80万 | 0.75% | 43,403 | 加仓 |
| Wealthcare Advisory Partners LLC | 525,929 | $1,802.36万 | 0.34% | 210,276 | 加仓 |
| NBZ Investment Advisors LLC | 490,105 | $1,679.59万 | 6.55% | -217 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 481,948 | $1,651.60万 | 0.02% | 295,445 | 加仓 |
| Glen Eagle Advisors, LLC | 474,726 | $1,626.89万 | 2.05% | 64,052 | 加仓 |
| CRA Financial Services, LLC | 455,717 | $1,561.74万 | 1.80% | 2,405 | 加仓 |
| Marshall Financial Group, LLC | 444,697 | $1,523.98万 | 2.22% | 444,697 | 新建仓 |
| AE Wealth Management LLC | 427,273 | $1,464.26万 | 0.07% | -166,901 | 减仓 |
| Bellars Harris Wealth Management, LLC | 426,335 | $1,461.05万 | 2.97% | — | — |
| HARBOUR INVESTMENTS, INC. | 423,609 | $1,451.71万 | 0.20% | -6,708 | 减仓 |
| Strategic Blueprint, LLC | 396,460 | $1,358.67万 | 0.68% | 35,472 | 加仓 |
| Orion Porfolio Solutions, LLC | 380,663 | $1,304.53万 | 0.10% | 27,973 | 加仓 |
| Stratos Wealth Advisors, LLC | 350,216 | $1,200.19万 | 0.66% | 1,700 | 加仓 |
| ATX Financial Planning, LLC | 349,729 | $1,198.52万 | 7.93% | 39,873 | 加仓 |
| Prasad Wealth Partners, LLC | 347,970 | $1,192.49万 | 2.87% | 303,848 | 加仓 |
| World Investment Advisors | 334,371 | $1,132.59万 | 0.19% | -14,260 | 减仓 |
| Kestra Advisory Services, LLC | 324,994 | $1,113.76万 | 0.04% | 747 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 313,952 | $1,075.91万 | 2.76% | -2,001 | 减仓 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 303,972 | $1,041.71万 | 1.52% | 82,574 | 加仓 |
| CreativeOne Wealth, LLC | 302,452 | $1,036.50万 | 0.22% | 149,335 | 加仓 |
| Mutual Advisors, LLC | 297,538 | $1,019.66万 | 0.19% | 47,485 | 加仓 |
| OneDigital Investment Advisors LLC | 292,992 | $1,004.08万 | 0.08% | 31,392 | 加仓 |
| Long Island Wealth Management, Inc. | 285,262 | $977.59万 | 4.04% | 43,850 | 加仓 |
| Ausdal Financial Partners, Inc. | 278,800 | $955.45万 | 0.37% | 32,655 | 加仓 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 276,044 | $946.00万 | 1.36% | -8,976 | 减仓 |
| Ankerstar Wealth, LLC | 272,566 | $934.08万 | 7.83% | 272,566 | 新建仓 |
| Dominguez Wealth Management Solutions, Inc. | 272,564 | $934.08万 | 5.15% | -1,129 | 减仓 |
内部人交易（Form 4）
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