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 🔒 | ||||||||
2026Q2 买入最多
| JPMORGAN CHASE & CO | 加仓 | $1.39亿 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $3,092.67万 |
| MORGAN STANLEY | 加仓 | $2,528.18万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,122.29万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,558.59万 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 新建仓 | $1,259.38万 |
| GTS SECURITIES LLC | 新建仓 | $1,241.28万 |
| Cetera Investment Advisers | 加仓 | $1,237.30万 |
| New York Life Investment Management LLC | 加仓 | $876.71万 |
| CITIGROUP INC | 加仓 | $689.51万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $679.16万 |
| Farther Finance Advisors, LLC | 加仓 | $660.03万 |
| Innova Wealth Partners | 加仓 | $529.09万 |
| LS Investment Advisors, LLC | 加仓 | $517.74万 |
| Ethos Financial Group, LLC | 加仓 | $504.56万 |
| SENTINEL TRUST CO LBA | 新建仓 | $496.80万 |
| ROYAL BANK OF CANADA | 加仓 | $392.51万 |
| Trademark Financial Management, LLC | 加仓 | $339.09万 |
| Merit Financial Group, LLC | 加仓 | $313.71万 |
| Canal Capital Management, LLC | 加仓 | $307.27万 |
2026Q2 卖出最多
| FLOW TRADERS U.S. LLC | 减仓 | -$5,940.09万 |
| POTOMAC FUND MANAGEMENT INC /ADV | 清仓 | -$2,849.24万 |
| LPL Financial LLC | 减仓 | -$2,328.32万 |
| Beacon Harbor Wealth Advisors, Inc. | 清仓 | -$1,348.30万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$1,240.08万 |
| ASHTON THOMAS SECURITIES, LLC | 清仓 | -$837.59万 |
| Kovack Advisors, Inc. | 减仓 | -$341.92万 |
| Mariner, LLC | 清仓 | -$268.17万 |
| Midwest Financial Group LLC | 清仓 | -$243.98万 |
| Independent Advisor Alliance | 清仓 | -$200.01万 |
| TIAA Wealth Investment Management LLC | 减仓 | -$186.53万 |
| ALM First Financial Advisors, LLC | 减仓 | -$182.54万 |
| Worth Asset Management, LLC | 减仓 | -$136.71万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$136.38万 |
| Galvin, Gaustad & Stein, LLC | 清仓 | -$128.97万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 清仓 | -$112.06万 |
| Penserra Capital Management LLC | 减仓 | -$102.76万 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 减仓 | -$97.65万 |
| Scarborough Advisors, LLC | 减仓 | -$91.54万 |
| IAG Wealth Partners, LLC | 减仓 | -$89.52万 |
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 LLC | 21,263,572 | $6.51亿 | 0.15% | -760,641 | 减仓 |
| JPMORGAN CHASE & CO | 12,158,383 | $3.69亿 | 0.02% | 4,587,492 | 加仓 |
| MORGAN STANLEY | 9,877,154 | $3.02亿 | 0.02% | 825,934 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,426,088 | $1.05亿 | 0.06% | 1,010,345 | 加仓 |
| TIAA Wealth Investment Management LLC | 2,799,608 | $8,502.41万 | 0.57% | -61,418 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 2,580,853 | $7,899.99万 | 0.02% | 693,331 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,028,720 | $6,209.91万 | 0.00% | 509,176 | 加仓 |
| Parcion Private Wealth LLC | 1,511,668 | $4,627.22万 | 1.75% | -19,146 | 减仓 |
| Tidal Investments LLC | 1,390,852 | $4,257.40万 | 0.07% | 7,073 | 加仓 |
| Cardinal Point Capital Management ULC | 1,257,839 | $3,850.25万 | 2.18% | 23,542 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,124,767 | $3,442.91万 | 0.16% | 57,755 | 加仓 |
| Goldstein Advisors, LLC | 1,078,914 | $3,302.56万 | 3.02% | 16,466 | 加仓 |
| Edge Wealth Management LLC | 1,064,312 | $3,257.86万 | 5.49% | 1,818 | 加仓 |
| ROYAL BANK OF CANADA | 1,050,572 | $3,215.70万 | 0.00% | 128,234 | 加仓 |
| New York Life Investment Management LLC | 968,970 | $2,966.02万 | 0.21% | 286,412 | 加仓 |
| Farther Finance Advisors, LLC | 955,584 | $2,924.85万 | 0.23% | 215,640 | 加仓 |
| Savant Capital, LLC | 953,743 | $2,919.41万 | 0.09% | -2,062 | 减仓 |
| Concurrent Investment Advisors, LLC | 760,768 | $2,328.71万 | 0.20% | 99,674 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 754,052 | $2,307.49万 | 0.01% | 11,429 | 加仓 |
| ROCKLAND TRUST CO | 695,808 | $2,129.87万 | 0.84% | 68,154 | 加仓 |
| Cetera Investment Advisers | 690,416 | $2,113.36万 | 0.02% | 404,213 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 680,379 | $2,082.64万 | 0.03% | 92,110 | 加仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 638,441 | $1,954.27万 | 4.14% | 25,837 | 加仓 |
| Penserra Capital Management LLC | 556,210 | $1,702.50万 | 0.13% | -33,572 | 减仓 |
| Fortitude Family Office, LLC | 552,973 | $1,692.65万 | 3.28% | 56,336 | 加仓 |
| SAGE PRIVATE WEALTH GROUP, LLC | 534,485 | $1,636.05万 | 7.36% | 39,018 | 加仓 |
| IAG Wealth Partners, LLC | 511,925 | $1,567.00万 | 1.55% | -29,245 | 减仓 |
| Merit Financial Group, LLC | 504,693 | $1,544.87万 | 0.09% | 102,487 | 加仓 |
| Evelyn Partners Group Ltd | 501,057 | $1,533.74万 | 0.27% | — | — |
| Austin Wealth Management, LLC | 478,909 | $1,478.39万 | 3.12% | 14,947 | 加仓 |
| Prentice Wealth Management LLC | 453,578 | $1,388.40万 | 2.87% | 17,884 | 加仓 |
| ALM First Financial Advisors, LLC | 452,775 | $1,385.94万 | 2.33% | -59,635 | 减仓 |
| OneDigital Investment Advisors LLC | 428,464 | $1,311.53万 | 0.11% | -15,629 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 421,632 | $1,290.60万 | 0.01% | 221,878 | 加仓 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 411,429 | $1,259.38万 | 0.98% | 411,429 | 新建仓 |
| GTS SECURITIES LLC | 405,513 | $1,241.28万 | 0.26% | 405,513 | 新建仓 |
| A&I FINANCIAL SERVICES, LLC | 353,455 | $1,081.93万 | 4.71% | -4,042 | 减仓 |
| Equitable Holdings, Inc. | 346,631 | $1,058.97万 | 0.06% | 72,123 | 加仓 |
| Professional Financial Advisors, LLC | 335,666 | $1,027.47万 | 1.78% | 18,746 | 加仓 |
| Rockefeller Capital Management L.P. | 335,248 | $1,026.19万 | 0.02% | -25,051 | 减仓 |
| Ethos Financial Group, LLC | 311,885 | $967.78万 | 0.65% | 162,604 | 加仓 |
| Scarborough Advisors, LLC | 313,922 | $967.50万 | 1.11% | -29,703 | 减仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 313,579 | $959.87万 | 0.15% | 16,629 | 加仓 |
| Leelyn Smith, LLC | 310,003 | $948.92万 | 1.15% | 13,798 | 加仓 |
| Cambria Investment Management, L.P. | 307,913 | $942.52万 | 0.47% | 6,446 | 加仓 |
| WELLS FARGO & COMPANY/MN | 297,499 | $910.65万 | 0.00% | -4,555 | 减仓 |
| Private Advisor Group, LLC | 268,036 | $820.46万 | 0.04% | 14,766 | 加仓 |
| FMA Wealth Management, LLC | 240,522 | $736.24万 | 4.72% | -7,605 | 减仓 |
| CITIGROUP INC | 238,206 | $729.15万 | 0.00% | 225,256 | 加仓 |
| Valmark Advisers, Inc. | 234,002 | $716.28万 | 0.08% | 15,872 | 加仓 |
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 🔒