BWZ SPDR SERIES TRUST
BLOOMBERG SHORT
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 | 74 | 6,971,983 | $1.87亿 | 5 | 27 | 22 | 10 | -$1.11亿 |
| 2026Q1 | 75 | 10,999,934 | $2.89亿 | 10 | 35 | 18 | 6 | $7,635.20万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RMG Wealth Management LLC | 新建仓 | $7,664.33万 |
| Matthew Goff Investment Advisor, LLC | 新建仓 | $1,410.74万 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 新建仓 | $621.21万 |
| BLVD Private Wealth, LLC | 新建仓 | $559.86万 |
| LAM GROUP, INC. | 加仓 | $461.88万 |
| MORGAN STANLEY | 加仓 | $376.70万 |
| Cresset Asset Management, LLC | 加仓 | $344.85万 |
| Quent Capital, LLC | 加仓 | $301.04万 |
| AMERIPRISE FINANCIAL INC | 重新持有 | $266.93万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $264.98万 |
| Financial Management Professionals, Inc. | 加仓 | $138.29万 |
| Checchi Capital Advisers, LLC | 加仓 | $125.24万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $122.16万 |
| JANE STREET GROUP, LLC | 加仓 | $99.08万 |
| CITADEL ADVISORS LLC | 新建仓 | $98.76万 |
| ROYAL BANK OF CANADA | 加仓 | $91.89万 |
| NerdWallet Wealth Partners, LLC | 新建仓 | $54.48万 |
| Walkner Condon Financial Advisors LLC | 加仓 | $52.08万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $35.45万 |
| DMC Group, LLC | 加仓 | $33.88万 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$3,038.64万 |
| Almanack Investment Partners, LLC. | 减仓 | -$1,200.81万 |
| Park Edge Advisors, LLC | 减仓 | -$454.19万 |
| GTS SECURITIES LLC | 清仓 | -$267.43万 |
| Clarity Asset Management, Inc. | 减仓 | -$229.95万 |
| AVALON CAPITAL MANAGEMENT | 清仓 | -$141.26万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$89.02万 |
| Rockefeller Capital Management L.P. | 减仓 | -$68.23万 |
| Ethos Financial Group, LLC | 清仓 | -$38.40万 |
| MASTER'S WEALTH MANAGEMENT INC. | 减仓 | -$37.50万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$36.53万 |
| Trademark Financial Management, LLC | 减仓 | -$18.44万 |
| Purpose Unlimited Inc. | 减仓 | -$17.55万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$10.35万 |
| Cetera Investment Advisers | 减仓 | -$9.48万 |
| Inlight Wealth Management, LLC | 清仓 | -$8.74万 |
| LPL Financial LLC | 减仓 | -$5.29万 |
| FIDUCIARY FINANCIAL GROUP, LLC | 减仓 | -$4.67万 |
| MONTAG A & ASSOCIATES INC | 清仓 | -$4.65万 |
| NATIONAL BANK OF CANADA /FI/ | 清仓 | -$4.64万 |
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 |
|---|---|---|---|---|---|
| RMG Wealth Management LLC | 3,062,058 | $7,664.33万 | 8.84% | 3,062,058 | 新建仓 |
| Quent Capital, LLC | 1,116,054 | $3,004.42万 | 2.13% | 111,826 | 加仓 |
| Financial Management Professionals, Inc. | 915,870 | $2,465.52万 | 2.77% | 51,369 | 加仓 |
| Checchi Capital Advisers, LLC | 640,878 | $1,725.24万 | 0.87% | 46,523 | 加仓 |
| Matthew Goff Investment Advisor, LLC | 564,750 | $1,410.74万 | 2.35% | 564,750 | 新建仓 |
| Cresset Asset Management, LLC | 309,760 | $833.87万 | 0.04% | 128,101 | 加仓 |
| JANE STREET GROUP, LLC | 269,336 | $725.05万 | 0.00% | 36,807 | 加仓 |
| Walkner Condon Financial Advisors LLC | 252,567 | $679.67万 | 0.90% | 19,354 | 加仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 230,760 | $621.21万 | 0.13% | 230,760 | 新建仓 |
| IEQ CAPITAL, LLC | 224,699 | $604.89万 | 0.03% | 0 | 不变 |
| LAM GROUP, INC. | 219,600 | $591.16万 | 3.25% | 171,575 | 加仓 |
| ROYAL BANK OF CANADA | 212,871 | $573.00万 | 0.00% | 34,136 | 加仓 |
| BLVD Private Wealth, LLC | 207,973 | $559.86万 | 4.87% | 207,973 | 新建仓 |
| UBS Group AG | 192,990 | $519.53万 | 0.00% | 6,258 | 加仓 |
| Patriot Financial Group Insurance Agency, LLC | 191,424 | $515.31万 | 0.29% | 98,433 | 加仓 |
| DMC Group, LLC | 178,056 | $479.33万 | 3.24% | 12,587 | 加仓 |
| Clarity Asset Management, Inc. | 176,725 | $475.74万 | 2.41% | -85,418 | 减仓 |
| MORGAN STANLEY | 161,573 | $434.96万 | 0.00% | 139,931 | 加仓 |
| Creative Planning | 128,810 | $346.76万 | 0.00% | 4,176 | 加仓 |
| CFG Wealth Management Services, Inc. | 113,466 | $308.30万 | 2.80% | 4,056 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 112,377 | $302.52万 | 0.00% | -3,844 | 减仓 |
| OSAIC HOLDINGS, INC. | 112,322 | $302.36万 | 0.00% | -1,128,806 | 减仓 |
| Rockefeller Capital Management L.P. | 109,413 | $294.54万 | 0.01% | -25,346 | 减仓 |
| AMERIPRISE FINANCIAL INC | 109,288 | $294.20万 | 0.00% | 99,156 | 重新持有 |
| Quantinno Capital Management LP | 101,032 | $271.98万 | 0.00% | 1,107 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 98,209 | $264.38万 | 0.00% | 2,305 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 89,287 | $240.36万 | 0.00% | 45,377 | 加仓 |
| Almanack Investment Partners, LLC. | 81,729 | $220.01万 | 0.37% | -446,067 | 减仓 |
| STUDIO INVESTMENT MANAGEMENT LLC | 72,511 | $195.20万 | 0.35% | 1,989 | 加仓 |
| Cetera Investment Advisers | 66,093 | $177.92万 | 0.00% | -3,521 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,353 | $170.55万 | 0.00% | 13,169 | 加仓 |
| MASTER'S WEALTH MANAGEMENT INC. | 55,827 | $150.29万 | 0.51% | -13,929 | 减仓 |
| Park Edge Advisors, LLC | 47,439 | $127.71万 | 0.29% | -168,717 | 减仓 |
| CITADEL ADVISORS LLC | 36,685 | $98.76万 | 0.00% | 36,685 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 35,392 | $95.27万 | 0.00% | 1,186 | 加仓 |
| MML INVESTORS SERVICES, LLC | 33,595 | $90.44万 | 0.00% | -773 | 减仓 |
| Cerity Partners OCIO LLC | 32,366 | $87.13万 | 0.05% | 2,121 | 加仓 |
| Legacy Wealth Asset Management, LLC | 29,677 | $79.89万 | 0.19% | 1,063 | 加仓 |
| Belpointe Asset Management LLC | 27,848 | $74.97万 | 0.03% | 1,126 | 加仓 |
| Lunt Capital Management, Inc. | 22,805 | $61.39万 | 0.24% | 48 | 加仓 |
| DF DENT & CO INC | 22,300 | $60.03万 | 0.01% | 0 | 不变 |
| NerdWallet Wealth Partners, LLC | 20,236 | $54.48万 | 0.24% | 20,236 | 新建仓 |
| SATOVSKY ASSET MANAGEMENT LLC | 20,227 | $54.45万 | 0.10% | 65 | 加仓 |
| Palisades Hudson Asset Management, L.P. | 20,115 | $54.10万 | 0.21% | 46 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 19,132 | $51.50万 | 0.00% | -13,571 | 减仓 |
| Haverford Trust Co | 18,439 | $49.64万 | 0.00% | 9,139 | 加仓 |
| Trademark Financial Management, LLC | 16,401 | $44.15万 | 0.22% | -6,851 | 减仓 |
| Pinnacle Financial Partners, Inc. | 15,884 | $42.76万 | 0.00% | 3,195 | 加仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 15,865 | $42.71万 | 0.02% | 5,307 | 加仓 |
| Empirical Asset Management, LLC | 14,743 | $39.69万 | 0.10% | 1,214 | 加仓 |
内部人交易（Form 4）
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