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 🔒

2026Q2 买入最多

LPL Financial LLC加仓$1,066.94万
OSAIC HOLDINGS, INC.加仓$273.76万
Legacy Financial Group LLC加仓$217.21万
Steward Partners Investment Advisory, LLC加仓$134.35万
Cetera Investment Advisers加仓$113.47万
Equitable Holdings, Inc.加仓$111.83万
JONES FINANCIAL COMPANIES LLLP加仓$105.13万
Turning Point Benefit Group, Inc.加仓$94.25万
GPM Growth Investors, Inc.加仓$87.61万
AMERIPRISE FINANCIAL INC加仓$84.61万
WELLS FARGO & COMPANY/MN加仓$74.65万
Tudor Financial Inc.新建仓$68.97万
Trinity Legacy Partners, LLC加仓$64.76万
SFE Investment Counsel加仓$62.15万
MORGAN STANLEY加仓$54.06万
HOWARD WEALTH MANAGEMENT, LLC加仓$44.11万
RAYMOND JAMES FINANCIAL INC加仓$43.61万
MERCER GLOBAL ADVISORS INC /ADV加仓$43.23万
Tassel Capital Management, Inc.新建仓$32.79万
BANK OF AMERICA CORP /DE/加仓$32.02万

2026Q2 卖出最多

Independent Advisor Alliance清仓-$137.40万
MONECO ADVISORS, LLC清仓-$40.37万
Ascentis Independent Advisors清仓-$40.04万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC清仓-$30.59万
Net Worth Advisory Group减仓-$11.24万
Asset Dedication, LLC减仓-$5.99万
Advisory Services Network, LLC清仓-$5.38万
BANK OF MONTREAL /CAN/清仓-$4.89万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$2.92万
RPg Family Wealth Advisory, LLC减仓-$2.74万
Ark Wealth Advisors LLC减仓-$2.05万
Milestones Private Investment Advisors LLC减仓-$1.94万
Cambridge Investment Research Advisors, Inc.减仓-$1.68万
Axim Planning & Wealth减仓-$1.48万
Brookstone Capital Management减仓-$5,162
Clearstead Advisors, LLC减仓-$1,265

2026Q2 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 LLC1,037,638$2,678.26万0.01%413,363加仓
Legacy Financial Group LLC645,037$1,664.91万1.87%84,154加仓
MERCER GLOBAL ADVISORS INC /ADV395,164$1,019.96万0.01%16,747加仓
Trinity Legacy Partners, LLC387,313$1,001.29万2.00%25,050加仓
Equitable Holdings, Inc.377,986$975.62万0.06%43,326加仓
RPg Family Wealth Advisory, LLC299,958$774.23万0.72%-1,060减仓
SFE Investment Counsel274,568$708.69万0.96%24,079加仓
OSAIC HOLDINGS, INC.255,425$659.28万0.01%106,062加仓
GPM Growth Investors, Inc.251,932$650.26万2.72%33,944加仓
Steward Partners Investment Advisory, LLC225,239$581.37万0.03%52,051加仓
MORGAN STANLEY222,549$574.43万0.00%20,943加仓
Cetera Investment Advisers217,271$560.80万0.01%43,963加仓
AMERIPRISE FINANCIAL INC165,411$426.71万0.00%32,799加仓
HOWARD WEALTH MANAGEMENT, LLC160,988$415.53万1.54%17,090加仓
RAYMOND JAMES FINANCIAL INC156,880$404.92万0.00%16,897加仓
JONES FINANCIAL COMPANIES LLLP154,350$397.99万0.00%40,773加仓
Advisory Alpha, LLC148,157$382.41万0.09%1,586加仓
WELLS FARGO & COMPANY/MN139,278$359.49万0.00%28,922加仓
COMMONWEALTH EQUITY SERVICES, LLC127,338$328.67万0.00%433加仓
Turning Point Benefit Group, Inc.93,853$242.26万1.04%36,512加仓
LBMC INVESTMENT ADVISORS, LLC91,126$235.21万0.13%37加仓
Milestones Private Investment Advisors LLC91,115$235.18万1.87%-750减仓
HARBOUR INVESTMENTS, INC.78,538$202.71万0.03%485加仓
BANK OF AMERICA CORP /DE/70,474$181.90万0.00%12,404加仓
Prospera Financial Services Inc67,984$175.47万0.03%1,232加仓
NewEdge Advisors, LLC60,156$155.27万0.00%2,259加仓
Altrius Capital Management Inc60,133$155.21万0.29%407加仓
ROYAL BANK OF CANADA30,907$79.80万0.00%8,453加仓
Brookstone Capital Management30,451$78.60万0.01%-200减仓
Tudor Financial Inc.26,723$68.97万0.31%26,723新建仓
Private Advisory Group LLC26,647$68.78万0.04%3,446加仓
Axim Planning & Wealth26,541$68.51万0.96%-573减仓
INDEPENDENT FINANCIAL GROUP, LLC26,307$67.90万0.01%5,019加仓
Cambridge Investment Research Advisors, Inc.25,906$66.90万0.00%-649减仓
UBS Group AG25,645$66.19万0.00%272加仓
Keel Point, LLC25,352$65.44万0.04%0不变
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management25,166$64.96万0.01%-1,130减仓
Ark Wealth Advisors LLC23,497$60.65万0.54%-794减仓
MGO ONE SEVEN LLC23,308$60.16万0.01%1加仓
ENVESTNET ASSET MANAGEMENT INC22,546$58.19万0.00%530加仓
VestGen Advisors, LLC19,806$51.12万0.01%2,118加仓
HUB Investment Partners, LLC19,555$50.47万0.01%625加仓
Simplicity Wealth,LLC18,001$46.46万0.02%7,753加仓
Segment Wealth Management, LLC17,730$45.76万0.02%0不变
4Thought Financial Group Inc.17,011$43.91万0.21%794加仓
Capital Analysts, LLC15,479$40.00万0.01%0不变
Alaska Wealth Advisors, LLC15,072$38.90万0.04%259加仓
AlphaStar Capital Management, LLC15,003$38.72万0.02%75加仓
Topsail Wealth Management, LLC14,762$38.10万0.05%615加仓
CITADEL ADVISORS LLC14,543$37.54万0.00%734加仓

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