BSMS INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
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 | 133 | 8,925,222 | $2.09亿 | 13 | 62 | 27 | 9 | $1,622.28万 |
| 2026Q1 | 130 | 8,443,847 | $1.98亿 | 14 | 64 | 22 | 6 | $1,923.13万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $314.86万 |
| Coastline Complete Wealth LLC | 加仓 | $222.52万 |
| Thrivent Financial for Lutherans | 加仓 | $207.31万 |
| Willis Johnson & Associates, Inc. | 新建仓 | $99.16万 |
| UBS Group AG | 加仓 | $87.99万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $82.95万 |
| MORGAN STANLEY | 加仓 | $76.66万 |
| LPL Financial LLC | 加仓 | $76.31万 |
| Hills Bank & Trust Co | 加仓 | $67.48万 |
| NewEdge Advisors, LLC | 加仓 | $59.00万 |
| Legacy Private Trust Co. | 加仓 | $57.69万 |
| Carnegie Investment Counsel | 新建仓 | $54.01万 |
| Private Advisor Group, LLC | 加仓 | $51.45万 |
| MONECO ADVISORS, LLC | 加仓 | $48.49万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $44.56万 |
| Paulson Wealth Management Inc. | 加仓 | $44.25万 |
| Invesco Ltd. | 加仓 | $44.16万 |
| Baird Financial Group, Inc. | 新建仓 | $40.64万 |
| Atria Investments, Inc | 新建仓 | $39.72万 |
| Clark Asset Management, LLC | 加仓 | $35.93万 |
2026Q1 卖出最多
| Key Financial Inc | 减仓 | -$143.07万 |
| Koss-Olinger Consulting, LLC | 清仓 | -$65.80万 |
| Sanctuary Advisors, LLC | 减仓 | -$60.49万 |
| Kathmere Capital Management, LLC | 减仓 | -$47.52万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$45.61万 |
| StoneX Group Inc. | 清仓 | -$33.99万 |
| CENTRAL VALLEY ADVISORS, LLC | 减仓 | -$31.46万 |
| Asset Dedication, LLC | 减仓 | -$31.26万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$26.40万 |
| Avior Wealth Management, LLC | 清仓 | -$20.50万 |
| Francis Financial, Inc. | 清仓 | -$20.03万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$18.24万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$13.55万 |
| Cambridge Financial Group, LLC | 减仓 | -$13.03万 |
| Farther Finance Advisors, LLC | 减仓 | -$12.93万 |
| Wagner Wealth Management, Corp | 减仓 | -$6.33万 |
| FF Advisors,LLC | 减仓 | -$6.07万 |
| MEMBERS WEALTH LLC | 减仓 | -$4.97万 |
| TLWM | 减仓 | -$2.95万 |
| PAX Financial Group, LLC | 减仓 | -$2.82万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 511,146 | $1,195.84万 | 0.00% | 32,616 | 加仓 |
| MORGAN STANLEY | 401,500 | $939.32万 | 0.00% | 32,768 | 加仓 |
| Invesco Ltd. | 397,944 | $931.00万 | 0.00% | 18,876 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 348,362 | $815.00万 | 0.00% | 134,582 | 加仓 |
| TRUIST FINANCIAL CORP | 301,233 | $704.74万 | 0.01% | 2,389 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 292,733 | $684.85万 | 0.00% | 35,458 | 加仓 |
| UBS Group AG | 264,396 | $618.55万 | 0.00% | 37,609 | 加仓 |
| Hills Bank & Trust Co | 246,890 | $577.60万 | 0.28% | 28,842 | 加仓 |
| Summit Financial, LLC | 217,799 | $509.55万 | 0.06% | 1,356 | 加仓 |
| Kathmere Capital Management, LLC | 210,878 | $493.35万 | 0.30% | -20,311 | 减仓 |
| NewEdge Advisors, LLC | 207,553 | $485.57万 | 0.02% | 25,220 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 197,532 | $462.13万 | 0.01% | -92 | 减仓 |
| CENTRAL VALLEY ADVISORS, LLC | 173,875 | $406.78万 | 1.11% | -13,447 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 168,022 | $393.09万 | 0.79% | 9,956 | 加仓 |
| Coastline Complete Wealth LLC | 166,667 | $389.92万 | 2.42% | 95,112 | 加仓 |
| WELLS FARGO & COMPANY/MN | 166,615 | $389.80万 | 0.00% | -7,795 | 减仓 |
| MONECO ADVISORS, LLC | 158,601 | $371.05万 | 0.29% | 20,726 | 加仓 |
| Integrated Wealth Concepts LLC | 156,027 | $365.03万 | 0.03% | 14,644 | 加仓 |
| Atlantic Union Bankshares Corp | 147,209 | $344.40万 | 0.07% | 9,946 | 加仓 |
| Key Financial Inc | 146,720 | $343.25万 | 0.61% | -61,155 | 减仓 |
| Financial Solutions Advisory Group, Inc. | 138,381 | $323.75万 | 0.45% | — | — |
| HighTower Advisors, LLC | 129,700 | $303.43万 | 0.00% | 12,566 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 128,496 | $300.62万 | 0.00% | 5,250 | 加仓 |
| OSAIC HOLDINGS, INC. | 115,133 | $269.41万 | 0.00% | 12,160 | 加仓 |
| Thrivent Financial for Lutherans | 114,095 | $267.00万 | 0.01% | 88,589 | 加仓 |
| Invariant Investment Management | 112,648 | $264.44万 | 1.63% | 135 | 加仓 |
| Focus Partners Wealth | 109,444 | $256.05万 | 0.00% | 1,043 | 加仓 |
| Asset Dedication, LLC | 108,647 | $254.18万 | 0.18% | -13,361 | 减仓 |
| SIGNATUREFD, LLC | 86,920 | $203.35万 | 0.03% | 10,560 | 加仓 |
| VestGen Advisors, LLC | 85,744 | $200.64万 | 0.05% | -519 | 减仓 |
| Sanctuary Advisors, LLC | 81,323 | $190.26万 | 0.01% | -25,854 | 减仓 |
| Clark Asset Management, LLC | 80,083 | $187.36万 | 0.18% | 15,360 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 77,610 | $181.41万 | 0.00% | 19,061 | 加仓 |
| JANE STREET GROUP, LLC | 74,207 | $173.61万 | 0.00% | 6,600 | 重新持有 |
| MML INVESTORS SERVICES, LLC | 72,829 | $170.38万 | 0.00% | -19,496 | 减仓 |
| STIFEL FINANCIAL CORP | 69,580 | $162.78万 | 0.00% | 4,180 | 加仓 |
| Cornerstone Wealth Management, LLC | 61,441 | $143.74万 | 0.07% | 3,353 | 加仓 |
| Paulson Wealth Management Inc. | 59,703 | $139.68万 | 0.33% | 18,915 | 加仓 |
| Legacy Private Trust Co. | 57,119 | $133.63万 | 0.08% | 24,659 | 加仓 |
| Lido Advisors, LLC | 54,181 | $126.76万 | 0.00% | 0 | 不变 |
| Farmers National Bank | 54,165 | $126.72万 | 0.28% | 317 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53,605 | $125.41万 | 0.00% | 4,881 | 加仓 |
| Modern Wealth Management, LLC | 48,638 | $113.98万 | 0.02% | 0 | 不变 |
| BROWN ADVISORY INC | 46,964 | $109.87万 | 0.00% | 0 | 不变 |
| PAX Financial Group, LLC | 46,860 | $109.63万 | 0.19% | -1,205 | 减仓 |
| Steward Partners Investment Advisory, LLC | 43,956 | $102.84万 | 0.01% | 7,087 | 加仓 |
| Willis Johnson & Associates, Inc. | 42,383 | $99.16万 | 0.06% | 42,383 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 41,195 | $96.38万 | 0.00% | 64 | 加仓 |
| AlphaStar Capital Management, LLC | 39,769 | $93.04万 | 0.07% | 40 | 加仓 |
| Accurate Wealth Management, LLC | 36,609 | $86.01万 | 0.10% | 5,949 | 加仓 |
内部人交易（Form 4）
BSMS 董事、高管和大股东的最新买卖申报。专业版可看 🔒