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 🔒 | ||||||||
2026Q1 买入最多
| Wealthquest Corp | 加仓 | $1.08亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,773.49万 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 加仓 | $1,944.25万 |
| PERSONAL CFO SOLUTIONS, LLC | 新建仓 | $1,841.50万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,816.74万 |
| PTM WEALTH MANAGEMENT, LLC | 加仓 | $1,429.07万 |
| LPL Financial LLC | 加仓 | $1,350.93万 |
| CoreCap Advisors, LLC | 加仓 | $973.57万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 加仓 | $918.36万 |
| Soltis Investment Advisors LLC | 加仓 | $683.39万 |
| Reyes Financial Architecture, Inc. | 新建仓 | $605.16万 |
| Foundations Investment Advisors, LLC | 加仓 | $579.64万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 新建仓 | $526.88万 |
| Vestmark Advisory Solutions, Inc. | 新建仓 | $524.72万 |
| Kingsview Wealth Management, LLC | 加仓 | $496.92万 |
| Visionary Wealth Advisors | 加仓 | $454.94万 |
| Kraft, Davis & Associates, LLC | 新建仓 | $431.92万 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 加仓 | $405.47万 |
| Ausdal Financial Partners, Inc. | 加仓 | $370.45万 |
| Triton Financial Group Inc | 加仓 | $361.31万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$1.34亿 |
| Orion Porfolio Solutions, LLC | 减仓 | -$2,204.54万 |
| CPC Advisors, LLC | 清仓 | -$1,288.31万 |
| JANE STREET GROUP, LLC | 清仓 | -$858.92万 |
| Prairie Wealth Advisors, Inc. | 清仓 | -$647.64万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$614.94万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$541.33万 |
| Archford Capital Strategies, LLC | 清仓 | -$402.22万 |
| Aptus Capital Advisors, LLC | 减仓 | -$383.61万 |
| NewEdge Advisors, LLC | 减仓 | -$328.27万 |
| Stratos Investment Management, LLC | 减仓 | -$318.57万 |
| AE Wealth Management LLC | 减仓 | -$315.80万 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 减仓 | -$196.39万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$142.34万 |
| CWM, LLC | 减仓 | -$138.70万 |
| Mutual Advisors, LLC | 减仓 | -$113.73万 |
| Sigma Planning Corp | 减仓 | -$109.66万 |
| BCS Wealth Management | 减仓 | -$109.64万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$107.21万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$94.72万 |
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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 5,596,298 | $1.87亿 | 6.85% | 3,233,718 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,542,556 | $8,508.66万 | 0.03% | 542,879 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,463,381 | $8,244.42万 | 0.12% | 22,242 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,943,120 | $6,502.65万 | 0.02% | 828,772 | 加仓 |
| Cetera Investment Advisers | 1,592,364 | $5,328.85万 | 0.06% | 63,395 | 加仓 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1,402,959 | $4,695.00万 | 16.83% | 580,979 | 加仓 |
| Foundations Investment Advisors, LLC | 1,399,847 | $4,684.59万 | 0.58% | 173,208 | 加仓 |
| Kingsview Wealth Management, LLC | 1,155,711 | $3,867.59万 | 0.53% | 148,488 | 加仓 |
| Reliant Wealth Planning | 1,005,348 | $3,364.40万 | 10.17% | 28,171 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 945,077 | $3,162.70万 | 0.04% | -161,761 | 减仓 |
| Crown Wealth Group, LLC | 936,959 | $3,135.53万 | 9.21% | -11,813 | 减仓 |
| Brookstone Capital Management | 915,556 | $3,063.91万 | 0.35% | -972 | 减仓 |
| Compass Advisory Group LLC | 859,423 | $2,876.06万 | 7.70% | 52,615 | 加仓 |
| LPL Financial LLC | 817,663 | $2,736.31万 | 0.01% | 403,686 | 加仓 |
| PTM WEALTH MANAGEMENT, LLC | 787,160 | $2,642.50万 | 14.00% | 425,699 | 加仓 |
| MTM FINANCIAL GROUP, LLC | 787,608 | $2,635.73万 | 12.37% | 9,040 | 加仓 |
| CWM, LLC | 745,815 | $2,495.87万 | 0.07% | -41,445 | 减仓 |
| Kure Advisory, LLC | 711,047 | $2,379.52万 | 12.96% | 23,035 | 加仓 |
| Clear Creek Financial Management, LLC | 613,106 | $2,051.76万 | 1.57% | 7,240 | 加仓 |
| AE Wealth Management LLC | 594,174 | $1,988.40万 | 0.11% | -94,367 | 减仓 |
| PERSONAL CFO SOLUTIONS, LLC | 550,278 | $1,841.50万 | 2.59% | 550,278 | 新建仓 |
| Visionary Wealth Advisors | 508,624 | $1,702.11万 | 0.75% | 135,945 | 加仓 |
| NewEdge Advisors, LLC | 501,834 | $1,679.39万 | 0.06% | -98,094 | 减仓 |
| NBZ Investment Advisors LLC | 490,322 | $1,640.86万 | 7.16% | 2,024 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 483,247 | $1,617.20万 | 0.77% | -25,483 | 减仓 |
| Sunbelt Securities, Inc. | 467,920 | $1,565.89万 | 0.99% | 10,233 | 加仓 |
| CRA Financial Services, LLC | 453,312 | $1,517.01万 | 1.97% | 26,440 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 448,298 | $1,500.23万 | 0.48% | 274,425 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 430,317 | $1,440.06万 | 0.22% | -32,037 | 减仓 |
| CoreCap Advisors, LLC | 423,795 | $1,418.23万 | 0.48% | 290,922 | 加仓 |
| Glen Eagle Advisors, LLC | 410,674 | $1,374.32万 | 1.93% | 34,507 | 加仓 |
| Strategic Blueprint, LLC | 360,988 | $1,208.05万 | 0.70% | 14,512 | 加仓 |
| Orion Porfolio Solutions, LLC | 352,690 | $1,180.28万 | 0.10% | -658,760 | 减仓 |
| World Investment Advisors | 348,631 | $1,166.69万 | 0.19% | 13,845 | 加仓 |
| Stratos Wealth Advisors, LLC | 348,516 | $1,166.31万 | 0.72% | 11,678 | 加仓 |
| Kestra Advisory Services, LLC | 324,247 | $1,085.09万 | 0.04% | 8,856 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 315,953 | $1,057.34万 | 2.89% | -2,622 | 减仓 |
| Wealthcare Advisory Partners LLC | 315,653 | $1,056.33万 | 0.21% | -183,755 | 减仓 |
| ATX Financial Planning, LLC | 309,856 | $1,036.93万 | 7.88% | 38,455 | 加仓 |
| Archer Investment Corp | 308,540 | $1,032.53万 | 2.20% | 79,804 | 加仓 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 285,020 | $953.82万 | 1.53% | -1,761 | 减仓 |
| Sovran Advisors, LLC | 278,555 | $946.53万 | 0.73% | 24,021 | 加仓 |
| Dominguez Wealth Management Solutions, Inc. | 273,693 | $915.91万 | 5.55% | 18,139 | 加仓 |
| MML INVESTORS SERVICES, LLC | 265,951 | $890.00万 | 0.02% | -42,535 | 减仓 |
| OneDigital Investment Advisors LLC | 261,600 | $875.44万 | 0.09% | 27,246 | 加仓 |
| Mutual Advisors, LLC | 250,053 | $836.80万 | 0.18% | -33,985 | 减仓 |
| Ausdal Financial Partners, Inc. | 246,145 | $823.73万 | 0.37% | 110,698 | 加仓 |
| Long Island Wealth Management, Inc. | 241,412 | $807.89万 | 3.75% | -4,151 | 减仓 |
| Soltis Investment Advisors LLC | 238,301 | $797.47万 | 0.50% | 204,209 | 加仓 |
| Sigma Planning Corp | 232,629 | $778.49万 | 0.22% | -32,770 | 减仓 |
内部人交易（Form 4）
BALT 董事、高管和大股东的最新买卖申报。专业版可看 🔒