DBMF LITMAN GREGORY FDS TR
IMGP DBI MANAGED
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 | 328 | 92,616,671 | $28.31亿 | 57 | 171 | 67 | 30 | $2.51亿 |
| 2026Q1 | 301 | 84,036,209 | $25.33亿 | 75 | 135 | 60 | 18 | $7.37亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $4.94亿 |
| FLOW TRADERS U.S. LLC | 新建仓 | $5,900.90万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $3,949.56万 |
| MORGAN STANLEY | 加仓 | $3,636.45万 |
| Edge Wealth Management LLC | 新建仓 | $3,203.42万 |
| Beacon Pointe Advisors, LLC | 加仓 | $3,191.67万 |
| Concurrent Investment Advisors, LLC | 加仓 | $1,851.30万 |
| Farther Finance Advisors, LLC | 加仓 | $1,317.18万 |
| Prentice Wealth Management LLC | 新建仓 | $1,313.62万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,297.56万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $1,229.30万 |
| Rockefeller Capital Management L.P. | 加仓 | $1,001.23万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $747.94万 |
| JPMORGAN CHASE & CO | 加仓 | $593.35万 |
| ROYAL BANK OF CANADA | 加仓 | $489.52万 |
| Kovack Advisors, Inc. | 加仓 | $436.11万 |
| Mission Creek Capital Partners, Inc. | 新建仓 | $372.11万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $362.05万 |
| Professional Financial Advisors, LLC | 加仓 | $351.97万 |
| New York Life Investment Management LLC | 加仓 | $338.38万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 清仓 | -$8,782.03万 |
| Innova Wealth Partners | 减仓 | -$1,190.89万 |
| Valmark Advisers, Inc. | 减仓 | -$760.13万 |
| Tidal Investments LLC | 减仓 | -$712.95万 |
| Deane Retirement Strategies, Inc. | 减仓 | -$652.26万 |
| OneDigital Investment Advisors LLC | 减仓 | -$603.79万 |
| Private Advisor Group, LLC | 减仓 | -$549.49万 |
| Carrera Capital Advisors | 清仓 | -$548.96万 |
| Austin Wealth Management, LLC | 减仓 | -$523.02万 |
| RENAISSANCE TECHNOLOGIES LLC | 清仓 | -$247.77万 |
| Cambria Investment Management, L.P. | 减仓 | -$215.42万 |
| Baird Financial Group, Inc. | 重新持有 | -$159.89万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$132.33万 |
| Quadrature Capital Ltd | 清仓 | -$131.62万 |
| Principia Wealth Advisory, LLC | 减仓 | -$103.41万 |
| TORNO CAPITAL, LLC | 清仓 | -$84.18万 |
| Parcion Private Wealth LLC | 减仓 | -$77.86万 |
| Thrivent Financial for Lutherans | 清仓 | -$75.40万 |
| IAG Wealth Partners, LLC | 减仓 | -$72.81万 |
| Canal Capital Management, LLC | 减仓 | -$67.57万 |
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 | 22,024,213 | $6.64亿 | 0.18% | 16,386,579 | 加仓 |
| MORGAN STANLEY | 9,051,220 | $2.73亿 | 0.02% | 1,206,120 | 加仓 |
| JPMORGAN CHASE & CO | 7,570,891 | $2.29亿 | 0.01% | 196,408 | 加仓 |
| TIAA Wealth Investment Management LLC | 2,861,026 | $8,643.16万 | 0.66% | — | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,415,743 | $7,283.46万 | 0.04% | 248,072 | 加仓 |
| FLOW TRADERS U.S. LLC | 1,957,169 | $5,900.90万 | 1.87% | 1,957,169 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 1,887,522 | $5,690.88万 | 0.02% | 430,367 | 加仓 |
| Parcion Private Wealth LLC | 1,530,814 | $4,615.40万 | 2.86% | -25,823 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,519,544 | $4,581.43万 | 0.00% | 1,309,969 | 加仓 |
| Tidal Investments LLC | 1,383,779 | $4,172.09万 | 0.09% | -236,469 | 减仓 |
| Cardinal Point Capital Management ULC | 1,234,297 | $3,721.40万 | 2.28% | 69,681 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,067,012 | $3,217.04万 | 0.17% | 1,058,597 | 加仓 |
| Edge Wealth Management LLC | 1,062,494 | $3,203.42万 | 5.48% | 1,062,494 | 新建仓 |
| Goldstein Advisors, LLC | 1,062,448 | $3,203.28万 | 3.56% | 11,893 | 加仓 |
| Savant Capital, LLC | 955,805 | $2,881.75万 | 0.14% | -10,059 | 减仓 |
| POTOMAC FUND MANAGEMENT INC /ADV | 945,021 | $2,849.24万 | 0.99% | 85,843 | 加仓 |
| ROYAL BANK OF CANADA | 922,338 | $2,780.80万 | 0.00% | 162,363 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 742,623 | $2,239.01万 | 0.01% | 120,082 | 加仓 |
| Farther Finance Advisors, LLC | 739,944 | $2,235.36万 | 0.21% | 436,011 | 加仓 |
| New York Life Investment Management LLC | 682,558 | $2,057.91万 | 0.17% | 112,233 | 加仓 |
| Concurrent Investment Advisors, LLC | 661,094 | $1,993.20万 | 0.22% | 614,029 | 加仓 |
| ROCKLAND TRUST CO | 627,654 | $1,892.38万 | 0.76% | 21,636 | 加仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 612,604 | $1,847.00万 | 4.41% | 13,322 | 加仓 |
| Penserra Capital Management LLC | 589,782 | $1,778.10万 | 0.21% | 57,931 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 588,269 | $1,773.63万 | 0.02% | 39,835 | 加仓 |
| IAG Wealth Partners, LLC | 541,170 | $1,631.63万 | 1.82% | -24,148 | 减仓 |
| ALM First Financial Advisors, LLC | 512,410 | $1,544.92万 | 2.77% | 40,105 | 加仓 |
| Fortitude Family Office, LLC | 496,637 | $1,497.36万 | 3.34% | 47,981 | 加仓 |
| SAGE PRIVATE WEALTH GROUP, LLC | 495,467 | $1,493.84万 | 7.52% | 1,396 | 加仓 |
| Austin Wealth Management, LLC | 463,962 | $1,412.30万 | 3.21% | -171,821 | 减仓 |
| Beacon Harbor Wealth Advisors, Inc. | 447,198 | $1,348.30万 | 2.83% | 10,186 | 加仓 |
| OneDigital Investment Advisors LLC | 444,093 | $1,338.94万 | 0.13% | -200,261 | 减仓 |
| Prentice Wealth Management LLC | 435,694 | $1,313.62万 | 2.96% | 435,694 | 新建仓 |
| Steward Partners Investment Advisory, LLC | 424,687 | $1,280.43万 | 0.07% | 407,728 | 加仓 |
| Merit Financial Group, LLC | 402,206 | $1,212.65万 | 0.09% | 108,459 | 加仓 |
| Rockefeller Capital Management L.P. | 360,299 | $1,086.30万 | 0.02% | 332,083 | 加仓 |
| A&I FINANCIAL SERVICES, LLC | 357,497 | $1,077.85万 | 5.11% | 35,131 | 加仓 |
| Scarborough Advisors, LLC | 343,625 | $1,036.03万 | 1.13% | -2,052 | 减仓 |
| Professional Financial Advisors, LLC | 316,920 | $955.51万 | 1.95% | 116,738 | 加仓 |
| WELLS FARGO & COMPANY/MN | 302,054 | $910.69万 | 0.00% | -15,275 | 减仓 |
| Cambria Investment Management, L.P. | 301,467 | $908.92万 | 0.51% | -71,448 | 减仓 |
| Evelyn Partners Asset Management Ltd | 297,096 | $895.74万 | 2.21% | -5,084 | 减仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 296,950 | $895.30万 | 0.29% | 6,792 | 加仓 |
| Leelyn Smith, LLC | 296,205 | $893.06万 | 1.25% | 38,723 | 加仓 |
| Cetera Investment Advisers | 286,203 | $862.90万 | 0.01% | 39,768 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 277,807 | $837.59万 | 1.05% | 7,121 | 加仓 |
| Equitable Holdings, Inc. | 274,508 | $770.27万 | 0.05% | 64,012 | 加仓 |
| Private Advisor Group, LLC | 253,270 | $763.61万 | 0.04% | -182,253 | 减仓 |
| FMA Wealth Management, LLC | 248,127 | $748.10万 | 4.98% | 644 | 加仓 |
| Valmark Advisers, Inc. | 218,130 | $657.66万 | 0.08% | -252,117 | 减仓 |
内部人交易（Form 4）
DBMF 董事、高管和大股东的最新买卖申报。专业版可看 🔒