DMXF ISHARES TR
ESG EAFE ETF
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 | 262 | 11,527,109 | $9.75亿 | 29 | 123 | 59 | 18 | $3.10亿 |
| 2026Q1 | 244 | 7,949,560 | $6.00亿 | 54 | 96 | 38 | 6 | $1.91亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $8,245.06万 |
| LPL Financial LLC | 加仓 | $2,070.59万 |
| Envestnet Portfolio Solutions, Inc. | 新建仓 | $1,601.42万 |
| JPMORGAN CHASE & CO | 加仓 | $1,077.96万 |
| PARK AVENUE SECURITIES LLC | 重新持有 | $787.94万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $667.69万 |
| Apella Capital, LLC | 新建仓 | $622.26万 |
| Clearstead Advisors, LLC | 新建仓 | $562.21万 |
| Cetera Investment Advisers | 加仓 | $535.88万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $418.57万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $339.43万 |
| Janney Montgomery Scott LLC | 加仓 | $238.38万 |
| ASSETMARK, INC | 加仓 | $206.44万 |
| Archer Investment Management, LLC | 新建仓 | $177.50万 |
| Integrated Wealth Concepts LLC | 加仓 | $150.21万 |
| Robertson Stephens Wealth Management, LLC | 加仓 | $144.31万 |
| Modern Wealth Management, LLC | 加仓 | $139.67万 |
| Horst & Graben Wealth Management LLC | 新建仓 | $126.68万 |
| Merit Financial Group, LLC | 新建仓 | $124.47万 |
| SEI INVESTMENTS CO | 加仓 | $123.87万 |
2026Q1 卖出最多
| SigFig Wealth Management, LLC | 减仓 | -$1,670.26万 |
| Klaas Financial Asset Advisors, LLC | 减仓 | -$285.13万 |
| BANK OF MONTREAL /CAN/ | 减仓 | -$236.35万 |
| Corient Private Wealth LP | 减仓 | -$233.88万 |
| NewEdge Advisors, LLC | 减仓 | -$110.96万 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 减仓 | -$55.96万 |
| Humankind Investments LLC | 清仓 | -$32.31万 |
| BlackRock, Inc. | 减仓 | -$28.69万 |
| PRUDENTIAL PLC | 减仓 | -$27.20万 |
| Freedom Investment Management, Inc. | 重新持有 | -$23.30万 |
| Venturi Wealth Management, LLC | 清仓 | -$22.92万 |
| Spectrum Planning & Advisory Services Inc. | 清仓 | -$20.20万 |
| Betterment LLC | 减仓 | -$17.02万 |
| Financial Connections Group, Inc. | 减仓 | -$14.25万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$13.68万 |
| Keystone Financial Services | 重新持有 | -$13.58万 |
| RCS Financial Planning, LLC | 重新持有 | -$11.24万 |
| Pathstone Holdings, LLC | 减仓 | -$10.10万 |
| UBS Group AG | 减仓 | -$9.99万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$9.26万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1,106,724 | $8,350.24万 | 0.02% | 1,092,784 | 加仓 |
| BlackRock, Inc. | 840,981 | $6,345.20万 | 0.00% | -3,802 | 减仓 |
| IMA Advisory Services, Inc. | 736,635 | $5,552.78万 | 5.42% | 3,655 | 加仓 |
| SEI INVESTMENTS CO | 373,978 | $2,821.66万 | 0.03% | 16,417 | 加仓 |
| LPL Financial LLC | 359,463 | $2,712.14万 | 0.01% | 274,432 | 加仓 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 237,333 | $1,790.68万 | 9.40% | 1,542 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 212,249 | $1,601.42万 | 0.09% | 212,249 | 新建仓 |
| JPMORGAN CHASE & CO | 210,684 | $1,535.68万 | 0.00% | 147,888 | 加仓 |
| Allworth Financial LP | 178,041 | $1,343.32万 | 0.05% | 1,121 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 149,197 | $1,125.69万 | 0.12% | 4,091 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 141,877 | $1,070.46万 | 0.00% | 88,495 | 加仓 |
| Cetera Investment Advisers | 111,097 | $838.22万 | 0.01% | 71,025 | 加仓 |
| PARK AVENUE SECURITIES LLC | 107,325 | $809.80万 | 0.06% | 104,428 | 重新持有 |
| Values Added Financial LLC | 106,524 | $803.72万 | 3.38% | 10,557 | 加仓 |
| BAILARD, INC. | 104,179 | $786.03万 | 0.18% | 14,317 | 加仓 |
| Accredited Investors Inc. | 84,629 | $638.53万 | 0.34% | 1,220 | 加仓 |
| Apella Capital, LLC | 75,723 | $622.26万 | 0.09% | 75,723 | 新建仓 |
| Financial Connections Group, Inc. | 75,280 | $567.90万 | 1.97% | -1,889 | 减仓 |
| Clearstead Advisors, LLC | 74,514 | $562.21万 | 0.05% | 74,514 | 新建仓 |
| Invera Wealth Advisors, LLC | 66,487 | $501.64万 | 3.22% | 1,166 | 加仓 |
| HighTower Advisors, LLC | 63,563 | $479.58万 | 0.01% | 1,116 | 加仓 |
| Balanced Rock Investment Advisors LLC | 62,331 | $470.29万 | 3.30% | 307 | 加仓 |
| REGATTA CAPITAL GROUP, LLC | 57,193 | $431.52万 | 0.65% | 2,921 | 加仓 |
| MML INVESTORS SERVICES, LLC | 55,834 | $421.27万 | 0.01% | 44,987 | 加仓 |
| CWM, LLC | 55,675 | $420.07万 | 0.01% | 7,113 | 加仓 |
| GOLDMAN SACHS GROUP INC | 55,477 | $418.57万 | 0.00% | 55,477 | 新建仓 |
| UBS Group AG | 54,086 | $408.08万 | 0.00% | -1,324 | 减仓 |
| SeedSafe Financial LLC | 50,656 | $382.20万 | 3.15% | 7,696 | 加仓 |
| Walkner Condon Financial Advisors LLC | 49,039 | $370.00万 | 0.49% | 1,237 | 加仓 |
| ROYAL BANK OF CANADA | 48,493 | $365.90万 | 0.00% | 8,649 | 加仓 |
| Modern Wealth Management, LLC | 47,067 | $360.67万 | 0.06% | 18,226 | 加仓 |
| TD Waterhouse Canada Inc. | 43,715 | $334.68万 | 0.01% | 0 | 不变 |
| Atlantic Private Wealth, LLC | 44,188 | $333.40万 | 2.18% | 2,166 | 加仓 |
| FMR LLC | 43,330 | $326.92万 | 0.00% | 2,632 | 加仓 |
| Equita Financial Network, Inc. | 39,420 | $297.42万 | 0.94% | 998 | 加仓 |
| ALBION FINANCIAL GROUP /UT | 38,494 | $290.44万 | 0.19% | 49 | 加仓 |
| Janney Montgomery Scott LLC | 37,998 | $286.70万 | 0.01% | 31,594 | 加仓 |
| Fiera Capital Corp | 34,315 | $258.91万 | 0.01% | 4,000 | 加仓 |
| Decker Retirement Planning Inc. | 34,257 | $258.47万 | 1.17% | 3,089 | 加仓 |
| SOFI WEALTH, LLC | 33,590 | $253.44万 | 0.12% | 6,320 | 加仓 |
| Atwater Malick LLC | 33,203 | $250.52万 | 0.68% | 930 | 加仓 |
| Robertson Stephens Wealth Management, LLC | 33,138 | $250.03万 | 0.07% | 19,126 | 加仓 |
| Corient Private Wealth LP | 33,053 | $249.38万 | 0.00% | -30,999 | 减仓 |
| Westfuller Advisors, LLC | 32,379 | $244.30万 | 1.05% | 0 | 不变 |
| Arjuna Capital | 31,078 | $234.48万 | 0.60% | 1,840 | 加仓 |
| NorthRock Partners, LLC | 30,772 | $232.18万 | 0.04% | 2,465 | 加仓 |
| Beacon Pointe Advisors, LLC | 30,298 | $228.60万 | 0.01% | 15,336 | 加仓 |
| OSAIC HOLDINGS, INC. | 29,546 | $222.95万 | 0.00% | -314 | 减仓 |
| One Wealth Advisors, LLC | 29,406 | $221.87万 | 0.28% | 15,096 | 加仓 |
| ASSETMARK, INC | 29,397 | $221.80万 | 0.00% | 27,361 | 加仓 |
内部人交易(Form 4)
DMXF 董事、高管和大股东的最新买卖申报。专业版可看 🔒