BSJR INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
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 | 165 | 26,083,923 | $5.83亿 | 7 | 72 | 51 | 10 | $3,069.08万 |
| 2026Q1 | 169 | 24,945,718 | $5.57亿 | 16 | 81 | 44 | 4 | $8,779.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,239.74万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $728.78万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $719.46万 |
| Verity Asset Management, Inc. | 新建仓 | $710.72万 |
| OSAIC HOLDINGS, INC. | 加仓 | $636.15万 |
| Matthew Goff Investment Advisor, LLC | 新建仓 | $594.97万 |
| OLD SECOND NATIONAL BANK OF AURORA | 新建仓 | $582.85万 |
| CHATHAM CAPITAL GROUP, INC. | 加仓 | $545.66万 |
| Cetera Investment Advisers | 加仓 | $470.00万 |
| Accurate Wealth Management, LLC | 加仓 | $392.24万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $390.80万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $373.71万 |
| River Street Advisors LLC | 新建仓 | $317.46万 |
| Mirador Capital Partners LP | 加仓 | $294.16万 |
| Independent Advisor Alliance | 新建仓 | $272.06万 |
| LPL Financial LLC | 加仓 | $260.60万 |
| LBMC INVESTMENT ADVISORS, LLC | 新建仓 | $158.91万 |
| Foundations Investment Advisors, LLC | 加仓 | $146.85万 |
| Parkway Wealth Management Group, LLC | 加仓 | $129.91万 |
| COLLECTIVE FAMILY OFFICE LLC | 加仓 | $117.95万 |
2026Q1 卖出最多
| OLD MISSION CAPITAL LLC | 减仓 | -$291.91万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$173.43万 |
| Atria Investments, Inc | 减仓 | -$153.66万 |
| JANE STREET GROUP, LLC | 减仓 | -$143.78万 |
| Focus Partners Wealth | 清仓 | -$132.56万 |
| Mariner, LLC | 减仓 | -$124.69万 |
| MORGAN STANLEY | 减仓 | -$60.17万 |
| Cloud Capital Management, LLC | 清仓 | -$50.80万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$46.39万 |
| HUB Investment Partners, LLC | 减仓 | -$46.22万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$43.90万 |
| Paradiem, LLC | 减仓 | -$37.68万 |
| Equitable Holdings, Inc. | 减仓 | -$32.72万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$28.56万 |
| Hennion & Walsh Asset Management, Inc. | 减仓 | -$26.02万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$17.37万 |
| CWM, LLC | 减仓 | -$15.65万 |
| ROYAL BANK OF CANADA | 减仓 | -$15.65万 |
| Invesco Ltd. | 减仓 | -$15.29万 |
| Larson Financial Group LLC | 减仓 | -$12.36万 |
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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 2,252,608 | $5,037.96万 | 7.13% | 131,525 | 加仓 |
| LPL Financial LLC | 1,976,475 | $4,420.39万 | 0.01% | 116,522 | 加仓 |
| Cetera Investment Advisers | 1,612,081 | $3,605.42万 | 0.04% | 210,151 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,357,172 | $3,035.31万 | 0.01% | 554,323 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,177,150 | $2,632.70万 | 0.00% | 167,096 | 加仓 |
| MORGAN STANLEY | 1,111,590 | $2,486.07万 | 0.00% | -26,902 | 减仓 |
| Larson Financial Group LLC | 959,603 | $2,146.15万 | 0.69% | -5,528 | 减仓 |
| Ashton Thomas Private Wealth, LLC | 766,470 | $1,714.21万 | 0.41% | 325,856 | 加仓 |
| OSAIC HOLDINGS, INC. | 662,459 | $1,481.75万 | 0.02% | 284,411 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 617,617 | $1,381.30万 | 0.02% | 174,737 | 加仓 |
| UBS Group AG | 582,999 | $1,303.88万 | 0.00% | 29,175 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 536,744 | $1,200.43万 | 0.00% | 321,691 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 491,544 | $1,099.34万 | 0.02% | 35,367 | 加仓 |
| Parkway Wealth Management Group, LLC | 453,544 | $1,021.12万 | 1.29% | 57,701 | 加仓 |
| Advisory Alpha, LLC | 432,133 | $966.47万 | 0.26% | 41,753 | 加仓 |
| Ironwood Financial, llc | 366,045 | $818.66万 | 1.43% | -4,285 | 减仓 |
| SFE Investment Counsel | 360,230 | $805.65万 | 1.27% | 7,843 | 加仓 |
| Intrua Financial, LLC | 350,571 | $784.05万 | 0.81% | 33,036 | 加仓 |
| BANTA ASSET MANAGEMENT LP | 326,920 | $731.16万 | 7.35% | 16,000 | 加仓 |
| Verity Asset Management, Inc. | 317,782 | $710.72万 | 2.98% | 317,782 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 311,983 | $697.75万 | 0.01% | 17,746 | 加仓 |
| COLLECTIVE FAMILY OFFICE LLC | 294,172 | $657.92万 | 1.48% | 52,738 | 加仓 |
| Altium Investment Strategies LLC | 271,003 | $609.08万 | 17.91% | — | — |
| Accurate Wealth Management, LLC | 271,003 | $609.08万 | 0.73% | 174,521 | 加仓 |
| Modern Wealth Management, LLC | 268,330 | $600.96万 | 0.10% | 8,366 | 加仓 |
| Matthew Goff Investment Advisor, LLC | 303,170 | $594.97万 | 0.99% | 303,170 | 新建仓 |
| OLD SECOND NATIONAL BANK OF AURORA | 260,609 | $582.85万 | 1.20% | 260,609 | 新建仓 |
| CHATHAM CAPITAL GROUP, INC. | 252,878 | $565.56万 | 0.82% | 243,978 | 加仓 |
| Ark Wealth Advisors LLC | 234,696 | $524.90万 | 5.20% | 19,219 | 加仓 |
| AMERIPRISE FINANCIAL INC | 196,925 | $439.85万 | 0.00% | 21,954 | 加仓 |
| Oder Investment Management, LLC | 189,091 | $422.90万 | 3.25% | 11,701 | 加仓 |
| HOWARD WEALTH MANAGEMENT, LLC | 186,901 | $418.01万 | 1.76% | 13,838 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 176,295 | $391.37万 | 0.00% | 10,450 | 加仓 |
| Prospera Financial Services Inc | 159,918 | $357.67万 | 0.06% | 2,974 | 加仓 |
| River Street Advisors LLC | 141,945 | $317.46万 | 1.07% | 141,945 | 新建仓 |
| Sidoxia Capital Management, LLC | 140,626 | $314.51万 | 2.72% | — | — |
| Kestra Advisory Services, LLC | 132,979 | $297.41万 | 0.01% | 8,457 | 加仓 |
| Pacific Wealth Strategies Group, Inc. | 131,235 | $293.51万 | 1.83% | 15,055 | 加仓 |
| Glass Jacobson Investment Advisors llc | 131,052 | $293.10万 | 1.01% | 20,687 | 加仓 |
| Foundations Investment Advisors, LLC | 128,927 | $288.35万 | 0.04% | 65,660 | 加仓 |
| Tower Research Capital LLC (TRC) | 123,465 | $276.13万 | 0.07% | -12,772 | 减仓 |
| Horizons Wealth Management | 123,176 | $275.48万 | 1.81% | 1,099 | 加仓 |
| Independent Advisor Alliance | 121,646 | $272.06万 | 0.03% | 121,646 | 新建仓 |
| Invesco Ltd. | 111,804 | $250.05万 | 0.00% | -6,837 | 减仓 |
| STIFEL FINANCIAL CORP | 108,140 | $241.85万 | 0.00% | -2,395 | 减仓 |
| Bright Futures Wealth Management, LLC. | 107,738 | $240.96万 | 1.65% | 1 | 加仓 |
| Compound Planning, Inc. | 104,655 | $234.06万 | 0.07% | -2,269 | 减仓 |
| JANE STREET GROUP, LLC | 98,004 | $219.19万 | 0.00% | -64,289 | 减仓 |
| Private Advisor Group, LLC | 91,689 | $205.06万 | 0.01% | 7,954 | 加仓 |
| Independent Wealth Advisors LLC | 86,188 | $192.76万 | 1.89% | 14,401 | 加仓 |
内部人交易（Form 4）
BSJR 董事、高管和大股东的最新买卖申报。专业版可看 🔒