13F 机构持仓

BSJU INVESCO EXCH TRD SLF IDX FD

BULLETSHS 2030

持有机构数732026Q2
26Q126Q2
机构合计持股(股)6,906,5242026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2736,906,524$1.78亿 545106$2,676.57万
2026Q1775,893,325$1.51亿 1246117$2,088.93万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Steward Partners Investment Advisory, LLC加仓$441.19万
LBMC INVESTMENT ADVISORS, LLC新建仓$233.10万
LPL Financial LLC加仓$224.18万
Cetera Investment Advisers加仓$199.65万
Equitable Holdings, Inc.加仓$183.27万
AMERIPRISE FINANCIAL INC加仓$160.94万
Independent Advisor Alliance新建仓$137.40万
NewEdge Advisors, LLC加仓$134.76万
WELLS FARGO & COMPANY/MN加仓$130.92万
OSAIC HOLDINGS, INC.加仓$112.90万
JONES FINANCIAL COMPANIES LLLP加仓$89.81万
RAYMOND JAMES FINANCIAL INC加仓$72.62万
Private Advisory Group LLC新建仓$59.37万
MORGAN STANLEY加仓$45.25万
Ascentis Independent Advisors新建仓$40.04万
Legacy Financial Group LLC加仓$38.95万
Altrius Capital Management Inc加仓$37.56万
Clearstead Advisors, LLC新建仓$36.78万
HARBOUR INVESTMENTS, INC.加仓$36.29万
CITADEL ADVISORS LLC新建仓$35.34万

2026Q1 卖出最多

CacheTech Inc.清仓-$232.65万
JANE STREET GROUP, LLC清仓-$175.93万
BANK OF MONTREAL /CAN/减仓-$112.53万
MERCER GLOBAL ADVISORS INC /ADV减仓-$40.04万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$37.39万
OLD MISSION CAPITAL LLC清仓-$35.34万
BridgePort Financial Solutions, LLC清仓-$21.19万
Carnegie Investment Counsel清仓-$20.07万
BITTERROOT CAPITAL ADVISORS LLC减仓-$16.03万
Farther Finance Advisors, LLC减仓-$12.06万
Turning Point Benefit Group, Inc.减仓-$10.15万
BANK OF AMERICA CORP /DE/减仓-$9.79万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$8.93万
Cambridge Investment Research Advisors, Inc.减仓-$8.47万
Kestra Advisory Services, LLC清仓-$3.64万
Prospera Financial Services Inc减仓-$2.62万
4Thought Financial Group Inc.减仓-$1.36万
FMR LLC清仓-$390

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
LPL Financial LLC624,275$1,597.52万0.00%87,606加仓
Legacy Financial Group LLC560,883$1,435.30万1.81%15,219加仓
MERCER GLOBAL ADVISORS INC /ADV378,417$968.37万0.01%-15,647减仓
Trinity Legacy Partners, LLC362,263$941.76万2.04%10,131加仓
Equitable Holdings, Inc.334,660$873.63万0.06%70,204加仓
RPg Family Wealth Advisory, LLC301,018$770.30万1.61%1,501加仓
SFE Investment Counsel250,489$641.00万1.01%7,695加仓
GPM Growth Investors, Inc.217,988$557.83万2.35%10,991加仓
MORGAN STANLEY201,606$515.91万0.00%17,682加仓
Cetera Investment Advisers173,308$443.50万0.00%78,018加仓
Steward Partners Investment Advisory, LLC173,188$443.19万0.02%172,408加仓
OSAIC HOLDINGS, INC.149,363$382.22万0.01%44,118加仓
Advisory Alpha, LLC146,571$375.08万0.10%5,132加仓
HOWARD WEALTH MANAGEMENT, LLC143,898$368.24万1.55%10,908加仓
RAYMOND JAMES FINANCIAL INC139,983$358.22万0.00%28,380加仓
AMERIPRISE FINANCIAL INC132,612$339.36万0.00%62,888加仓
COMMONWEALTH EQUITY SERVICES, LLC126,905$324.75万0.00%1,185加仓
JONES FINANCIAL COMPANIES LLLP113,577$286.85万0.00%35,561加仓
WELLS FARGO & COMPANY/MN110,356$282.40万0.00%51,161加仓
Milestones Private Investment Advisors LLC91,865$235.08万2.07%1,746加仓
LBMC INVESTMENT ADVISORS, LLC91,089$233.10万0.14%91,089新建仓
HARBOUR INVESTMENTS, INC.78,053$199.74万0.03%14,183加仓
Prospera Financial Services Inc66,752$170.81万0.03%-1,023减仓
Altrius Capital Management Inc59,726$152.84万0.30%14,678加仓
BANK OF AMERICA CORP /DE/58,070$148.60万0.00%-3,825减仓
NewEdge Advisors, LLC57,897$148.16万0.01%52,661加仓
Turning Point Benefit Group, Inc.57,341$148.00万0.94%-3,931减仓
Independent Advisor Alliance53,694$137.40万0.01%53,694新建仓
Brookstone Capital Management30,651$78.43万0.01%5,323加仓
Axim Planning & Wealth27,114$69.38万0.84%1,048加仓
Cambridge Investment Research Advisors, Inc.26,555$68.00万0.00%-3,307减仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management26,296$67.29万0.01%-3,490减仓
UBS Group AG25,373$64.93万0.00%885加仓
Keel Point, LLC25,352$64.88万0.04%4,681加仓
Ark Wealth Advisors LLC24,291$62.16万0.62%5,634加仓
MGO ONE SEVEN LLC23,307$59.64万0.01%616加仓
Private Advisory Group LLC23,201$59.37万0.04%23,201新建仓
ROYAL BANK OF CANADA22,454$57.50万0.00%3,294加仓
ENVESTNET ASSET MANAGEMENT INC22,016$56.34万0.00%3,324加仓
INDEPENDENT FINANCIAL GROUP, LLC21,288$54.48万0.01%2,617加仓
Leo Wealth, LLC21,043$54.17万0.04%1,481加仓
HUB Investment Partners, LLC18,930$48.44万0.01%2,322加仓
VestGen Advisors, LLC17,688$45.75万0.01%6,486加仓
Segment Wealth Management, LLC17,730$45.37万0.03%2,080加仓
4Thought Financial Group Inc.16,217$41.50万0.21%-533减仓
MONECO ADVISORS, LLC15,775$40.37万0.03%944加仓
Ascentis Independent Advisors15,648$40.04万0.03%15,648新建仓
Capital Analysts, LLC15,479$39.60万0.01%11,329加仓
AlphaStar Capital Management, LLC14,928$38.20万0.03%813加仓
Alaska Wealth Advisors, LLC14,813$37.91万0.05%233加仓

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