BIV VANGUARD BD INDEX FDS
INTERMED TERM
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 | 1,019 | 248,359,140 | $190.49亿 | 53 | 495 | 312 | 63 | $6.17亿 |
| 2026Q1 | 1,015 | 240,600,417 | $185.65亿 | 71 | 529 | 255 | 44 | $12.08亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5.18亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1.73亿 |
| EP Wealth Advisors, LLC | 加仓 | $1.24亿 |
| FIFTH THIRD BANCORP | 加仓 | $1.06亿 |
| MORGAN STANLEY | 加仓 | $6,596.74万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $6,501.24万 |
| Baird Financial Group, Inc. | 加仓 | $6,341.98万 |
| Rockefeller Capital Management L.P. | 加仓 | $6,241.91万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $4,965.52万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $4,964.94万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $4,176.45万 |
| CITIZENS FINANCIAL GROUP INC/RI | 加仓 | $3,572.26万 |
| BANK HAPOALIM BM | 重新持有 | $2,964.40万 |
| JPMORGAN CHASE & CO | 加仓 | $2,905.23万 |
| Zhang Financial LLC | 加仓 | $2,855.61万 |
| 49 WEALTH MANAGEMENT, LLC | 加仓 | $2,832.25万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,158.82万 |
| MATHER GROUP, LLC. | 加仓 | $1,353.64万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $1,226.24万 |
| ROYAL BANK OF CANADA | 加仓 | $1,205.79万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$1.92亿 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1.39亿 |
| Diana Davis Spencer Foundation | 清仓 | -$1.11亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,295.68万 |
| Cooper Financial Group | 减仓 | -$3,783.32万 |
| Strategic Advocates LLC | 减仓 | -$2,690.61万 |
| Heartwood Wealth Advisors LLC | 减仓 | -$1,697.08万 |
| JANE STREET GROUP, LLC | 重新持有 | -$1,673.17万 |
| US BANCORP \DE\ | 减仓 | -$1,615.43万 |
| Penserra Capital Management LLC | 清仓 | -$1,540.50万 |
| Beacon Capital Management, Inc. | 减仓 | -$1,467.67万 |
| SEEDS INVESTOR LLC | 减仓 | -$1,467.17万 |
| CAPITAL INSIGHT PARTNERS, LLC | 清仓 | -$1,455.30万 |
| Corient Private Wealth LP | 减仓 | -$1,303.87万 |
| UBS Group AG | 减仓 | -$1,200.50万 |
| Greystone Financial Group, LLC | 减仓 | -$1,164.39万 |
| IFC & Insurance Marketing, Inc. | 减仓 | -$925.84万 |
| Destiny Wealth Partners, LLC | 重新持有 | -$905.86万 |
| Fiduciary Wealth Partners, LLC | 减仓 | -$798.94万 |
| GTS SECURITIES LLC | 重新持有 | -$796.32万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 27,764,129 | $21.43亿 | 0.40% | 2,237,409 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 23,554,417 | $18.18亿 | 0.49% | 6,716,649 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,069,986 | $9.32亿 | 0.57% | 842,348 | 加仓 |
| GOLDMAN SACHS GROUP INC | 10,357,175 | $7.99亿 | 0.09% | 643,294 | 加仓 |
| EP Wealth Advisors, LLC | 10,240,765 | $7.90亿 | 3.89% | 1,604,973 | 加仓 |
| MORGAN STANLEY | 8,326,313 | $6.43亿 | 0.04% | 854,721 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 7,183,505 | $5.54亿 | 0.04% | 541,131 | 加仓 |
| Baird Financial Group, Inc. | 5,596,477 | $4.32亿 | 0.67% | 821,713 | 加仓 |
| True Link Financial Advisors, LLC | 5,357,768 | $4.14亿 | 25.54% | 132,227 | 加仓 |
| LPL Financial LLC | 5,283,152 | $4.08亿 | 0.11% | 127,653 | 加仓 |
| AMERIPRISE FINANCIAL INC | 4,201,316 | $3.24亿 | 0.08% | -10,767 | 减仓 |
| MATHER GROUP, LLC. | 3,700,472 | $2.86亿 | 2.85% | 175,387 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,697,194 | $2.85亿 | 1.75% | 159,004 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 3,109,181 | $2.38亿 | 0.11% | 648,675 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,523,280 | $1.95亿 | 0.06% | 279,712 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,304,912 | $1.78亿 | 0.68% | — | — |
| LINCOLN NATIONAL CORP | 2,185,893 | $1.69亿 | 4.88% | 33,908 | 加仓 |
| ROYAL BANK OF CANADA | 2,086,383 | $1.61亿 | 0.03% | 156,231 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,065,521 | $1.59亿 | 0.23% | -98,677 | 减仓 |
| Mariner, LLC | 2,000,360 | $1.54亿 | 0.18% | 121,642 | 加仓 |
| Zhang Financial LLC | 1,890,146 | $1.46亿 | 5.04% | 369,993 | 加仓 |
| Retirement Investment Advisors, Inc. | 1,716,738 | $1.34亿 | 10.76% | 0 | 不变 |
| Cetera Investment Advisers | 1,704,946 | $1.32亿 | 0.14% | 136,539 | 加仓 |
| UBS Group AG | 1,701,195 | $1.31亿 | 0.02% | -155,546 | 减仓 |
| Bank of New York Mellon Corp | 1,500,572 | $1.16亿 | 0.02% | 102,235 | 加仓 |
| FIFTH THIRD BANCORP | 1,496,862 | $1.16亿 | 0.21% | 1,369,725 | 加仓 |
| FMR LLC | 1,434,660 | $1.11亿 | 0.01% | 39,416 | 加仓 |
| Efficient Advisors, LLC | 1,414,410 | $1.09亿 | 7.75% | 42,419 | 加仓 |
| BCM ADVISORS, LLC | 1,264,392 | $9,683.98万 | 18.98% | -53,406 | 减仓 |
| PEAPACK GLADSTONE FINANCIAL CORP | 1,253,183 | $9,672.10万 | 1.24% | 28,687 | 加仓 |
| American Trust | 1,240,393 | $9,573.35万 | 8.46% | 92,702 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,232,952 | $9,515.93万 | 0.13% | 45,872 | 加仓 |
| Cerity Partners LLC | 1,208,682 | $9,328.54万 | 0.13% | 95,831 | 加仓 |
| TRUIST FINANCIAL CORP | 1,208,391 | $9,326.36万 | 0.13% | -15,739 | 减仓 |
| Creative Planning | 1,128,425 | $8,709.18万 | 0.06% | 76,991 | 加仓 |
| Rockefeller Capital Management L.P. | 1,087,410 | $8,392.64万 | 0.15% | 808,747 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,050,401 | $8,107.00万 | 0.21% | 115,682 | 加仓 |
| Family Investment Center, Inc. | 966,958 | $7,462.99万 | 14.36% | 21,185 | 加仓 |
| JPMORGAN CHASE & CO | 952,304 | $7,326.08万 | 0.00% | 377,646 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 939,709 | $7,243.28万 | 0.15% | -557,301 | 减仓 |
| BANK OF MONTREAL /CAN/ | 883,809 | $6,821.24万 | 0.03% | -18,001 | 减仓 |
| VANGUARD ADVISERS INC | 880,949 | $6,799.15万 | 0.27% | — | — |
| WIT, LLC | 861,173 | $6,646.53万 | 1.25% | 77,294 | 加仓 |
| World Investment Advisors | 789,396 | $6,092.56万 | 0.98% | 147,334 | 加仓 |
| Private Advisor Group, LLC | 770,358 | $5,945.62万 | 0.28% | 128,832 | 加仓 |
| Discipline Wealth Solutions, LLC | 728,902 | $5,625.67万 | 5.92% | 98,573 | 加仓 |
| Cranbrook Wealth Management, LLC | 718,274 | $5,543.64万 | 11.28% | 2,292 | 加仓 |
| US BANCORP \DE\ | 704,047 | $5,433.86万 | 0.07% | -209,306 | 减仓 |
| 49 WEALTH MANAGEMENT, LLC | 688,532 | $5,314.09万 | 3.98% | 366,967 | 加仓 |
| Verus Financial Partners, Inc. | 671,968 | $5,195.66万 | 4.66% | 72,355 | 加仓 |
内部人交易（Form 4）
BIV 董事、高管和大股东的最新买卖申报。专业版可看 🔒