BASG ADVISORS INNER CIRCLE FD III
BROWN ADVISORY
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 | 15 | 17,982,530 | $4.79亿 | 2 | 7 | 3 | 2 | -$851.00万 |
| 2026Q1 | 15 | 18,304,876 | $4.16亿 | 5 | 5 | 3 | 3 | -$9,107.52万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BALDWIN WEALTH PARTNERS LLC/MA | 新建仓 | $452.03万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $214.44万 |
| North Berkeley Wealth Management, LLC | 加仓 | $196.48万 |
| Allegheny Financial Group | 加仓 | $151.55万 |
| Mutual Advisors, LLC | 新建仓 | $95.28万 |
| Quantinno Capital Management LP | 加仓 | $95.27万 |
| Modern Wealth Management, LLC | 加仓 | $85.12万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $36.11万 |
| JPMORGAN CHASE & CO | 新建仓 | $14.29万 |
| MORGAN STANLEY | 新建仓 | $10.70万 |
2026Q1 卖出最多
| BROWN ADVISORY INC | 减仓 | -$3,824.49万 |
| Advisor OS, LLC | 清仓 | -$3,274.79万 |
| MJP ASSOCIATES INC /ADV | 清仓 | -$3,274.79万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 清仓 | -$61.95万 |
| Frontier Asset Management, LLC | 减仓 | -$11.60万 |
| TRED AVON FAMILY WEALTH, LLC | 减仓 | -$11.17万 |
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 |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | 17,045,458 | $3.87亿 | 0.64% | -1,683,316 | 减仓 |
| Quantinno Capital Management LP | 315,920 | $717.77万 | 0.01% | 41,932 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 254,753 | $578.80万 | 0.01% | 94,383 | 加仓 |
| BALDWIN WEALTH PARTNERS LLC/MA | 198,958 | $452.03万 | 0.33% | 198,958 | 新建仓 |
| North Berkeley Wealth Management, LLC | 162,505 | $369.21万 | 1.95% | 86,479 | 加仓 |
| Allegheny Financial Group | 127,318 | $289.27万 | 0.39% | 66,704 | 加仓 |
| TRED AVON FAMILY WEALTH, LLC | 60,833 | $138.21万 | 0.46% | -4,915 | 减仓 |
| Modern Wealth Management, LLC | 46,684 | $106.25万 | 0.02% | 37,397 | 加仓 |
| Mutual Advisors, LLC | 41,935 | $95.28万 | 0.02% | 41,935 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 15,895 | $36.11万 | 0.00% | 15,895 | 新建仓 |
| Frontier Asset Management, LLC | 11,990 | $27.24万 | 0.06% | -5,107 | 减仓 |
| ROMAN BUTLER FULLERTON & CO | 10,126 | $23.75万 | 0.07% | 0 | 不变 |
| JPMORGAN CHASE & CO | 6,500 | $14.29万 | 0.00% | 6,500 | 新建仓 |
| MORGAN STANLEY | 4,708 | $10.70万 | 0.00% | 4,708 | 新建仓 |
| ROYAL BANK OF CANADA | 1,293 | $2.90万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
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