BUFS FIRST TR EXCHNG TRADED FD VI

VEST LADDERED SM

持有机构数482026Q2

26Q126Q2

机构合计持股（股）5,799,1512026Q2

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	48	5,799,151	$1.45亿	3	27	13	4	$2,266.22万
2026Q1	50	4,933,918	$1.14亿	12	26	10	4	$3,624.40万
付费方案可看全部 11 个季度 🔒

2026Q2 2026Q1 更早 9 个季度 🔒

2026Q1 买入最多

ENVESTNET ASSET MANAGEMENT INC	加仓	$1,798.08万
Cambridge Investment Research Advisors, Inc.	加仓	$630.69万
OSAIC HOLDINGS, INC.	加仓	$364.74万
Advisory Services Network, LLC	加仓	$313.21万
MML INVESTORS SERVICES, LLC	重新持有	$124.93万
Cetera Investment Advisers	加仓	$119.04万
NewEdge Advisors, LLC	加仓	$105.74万
SUSQUEHANNA INTERNATIONAL GROUP, LLP	加仓	$89.17万
CWM, LLC	新建仓	$85.42万
Kestra Advisory Services, LLC	加仓	$56.93万
Centennial Wealth Advisory LLC	加仓	$49.00万
NewEdge Wealth, LLC	新建仓	$46.13万
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	新建仓	$44.99万
WINNACLE WEALTH LLC	新建仓	$39.98万
Brookstone Capital Management	新建仓	$36.21万
Keystone Wealth Services, LLC	新建仓	$35.95万
RAYMOND JAMES FINANCIAL INC	加仓	$32.04万
IFP Advisors, Inc	加仓	$24.58万
Mariner, LLC	新建仓	$23.72万
Integrated Wealth Concepts LLC	加仓	$15.50万

2026Q1 卖出最多

Geneos Wealth Management Inc.	减仓	-$185.04万
OLD MISSION CAPITAL LLC	清仓	-$155.40万
CITADEL ADVISORS LLC	减仓	-$46.91万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	减仓	-$38.23万
ARQ WEALTH ADVISORS, LLC	减仓	-$26.65万
ODonnell Financial Services, LLC	减仓	-$20.43万
SageView Advisory Group, LLC	清仓	-$10.71万
Kovack Advisors, Inc.	减仓	-$10.57万
Synergy Asset Management, LLC	减仓	-$9.90万
AssuredPartners Investment Advisors, LLC	减仓	-$8.67万
JONES FINANCIAL COMPANIES LLLP	清仓	-$1.43万
MONETA GROUP INVESTMENT ADVISORS LLC	减仓	-$1.33万
INDEPENDENT FINANCIAL GROUP, LLC	减仓	-$4,750
Legacy Wealth Managment, LLC/ID	清仓	-$1,645

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
ENVESTNET ASSET MANAGEMENT INC	851,311	$1,963.12万	0.01%	779,741	加仓
NewEdge Advisors, LLC	734,326	$1,693.36万	0.06%	45,855	加仓
Cambridge Investment Research Advisors, Inc.	608,836	$1,404.00万	0.04%	273,495	加仓
Centennial Wealth Advisory LLC	408,205	$941.32万	2.28%	21,250	加仓
Geneos Wealth Management Inc.	333,864	$769.89万	0.18%	-80,241	减仓
RAYMOND JAMES FINANCIAL INC	328,458	$757.42万	0.00%	13,896	加仓
Cetera Investment Advisers	282,865	$652.29万	0.01%	51,623	加仓
OSAIC HOLDINGS, INC.	175,240	$404.09万	0.01%	158,176	加仓
Advisory Services Network, LLC	158,834	$366.27万	0.05%	135,822	加仓
AssuredPartners Investment Advisors, LLC	75,847	$176.72万	0.19%	-3,721	减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP	76,423	$176.23万	0.00%	38,667	加仓
MML INVESTORS SERVICES, LLC	67,314	$155.23万	0.00%	54,174	重新持有
Sanctuary Advisors, LLC	67,073	$154.67万	0.01%	1,633	加仓
INDEPENDENT FINANCIAL GROUP, LLC	64,559	$148.87万	0.03%	-206	减仓
Integrated Wealth Concepts LLC	58,617	$135.17万	0.01%	6,722	加仓
WORLD EQUITY GROUP, INC.	57,614	$132.86万	0.34%	2,390	加仓
Kestra Advisory Services, LLC	39,969	$92.17万	0.00%	24,689	加仓
Kovack Advisors, Inc.	38,243	$88.34万	0.05%	-4,574	减仓
CWM, LLC	37,044	$85.42万	0.00%	37,044	新建仓
Capital Analysts, LLC	29,672	$68.40万	0.02%	5,047	加仓
TRUIST FINANCIAL CORP	29,423	$67.85万	0.00%	2,058	加仓
Kingsview Wealth Management, LLC	27,800	$64.11万	0.01%	6,581	加仓
Synergy Asset Management, LLC	26,086	$60.15万	0.06%	-4,294	减仓
COMMONWEALTH EQUITY SERVICES, LLC	22,935	$52.89万	0.00%	6,528	加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,576	$52.44万	0.00%	-16,456	减仓
Capasso Planning Partners LLC	21,882	$50.46万	0.27%	0	不变
Claro Advisors Inc.	21,611	$49.84万	0.06%	3,525	加仓
CITADEL ADVISORS LLC	21,125	$48.71万	0.00%	-20,344	减仓
NewEdge Wealth, LLC	20,006	$46.13万	0.01%	20,006	新建仓
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	19,511	$44.99万	0.01%	19,511	新建仓
ODonnell Financial Services, LLC	18,384	$42.39万	0.15%	-8,858	减仓
DHJJ Financial Advisors, Ltd.	18,172	$41.90万	0.14%	1,280	加仓
OneAscent Financial Services LLC	17,440	$40.22万	0.02%	1,192	加仓
WINNACLE WEALTH LLC	17,335	$39.98万	0.31%	17,335	新建仓
Brookstone Capital Management	15,701	$36.21万	0.00%	15,701	新建仓
Keystone Wealth Services, LLC	15,591	$35.95万	0.08%	15,591	新建仓
Tradition Wealth Management, LLC	14,260	$32.88万	0.02%	4,261	加仓
ARQ WEALTH ADVISORS, LLC	13,757	$31.72万	0.06%	-11,556	减仓
Legacy Capital Wealth Partners, LLC	13,145	$30.31万	0.06%	424	加仓
IFP Advisors, Inc	11,566	$26.67万	0.01%	10,658	加仓
Ameritas Investment Partners, Inc.	10,525	$24.27万	0.01%	1,540	加仓
MONETA GROUP INVESTMENT ADVISORS LLC	10,391	$23.96万	0.00%	-577	减仓
Mariner, LLC	10,285	$23.72万	0.00%	10,285	新建仓
PRINCIPAL SECURITIES, INC.	9,521	$21.96万	0.00%	571	加仓
HARBOUR INVESTMENTS, INC.	3,787	$8.73万	0.00%	1,390	加仓
IFG Advisory, LLC	3,398	$7.84万	0.22%	3,398	新建仓
Farther Finance Advisors, LLC	1,100	$2.54万	0.00%	1,100	新建仓
UBS Group AG	1,008	$2.32万	0.00%	1,008	新建仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	853	$1.97万	0.00%	853	新建仓
Ameritas Advisory Services, LLC	430	$9,916	0.00%	430	新建仓

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