DSI ISHARES TR
ESG MSCI KLD 400
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 | 633 | 24,900,431 | $35.45亿 | 38 | 190 | 233 | 19 | $3,654.77万 |
| 2026Q1 | 594 | 24,467,235 | $29.57亿 | 18 | 183 | 230 | 22 | $4,041.11万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $3,705.54万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $975.98万 |
| NORTHSTAR ASSET MANAGEMENT INC | 加仓 | $963.00万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $738.72万 |
| Ameritas Advisory Services, LLC | 加仓 | $721.43万 |
| OSAIC HOLDINGS, INC. | 加仓 | $656.91万 |
| IMA Advisory Services, Inc. | 加仓 | $455.36万 |
| Integrated Wealth Concepts LLC | 加仓 | $401.22万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $397.74万 |
| Vise Technologies, Inc. | 加仓 | $316.42万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $305.94万 |
| NewEdge Advisors, LLC | 加仓 | $288.91万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 新建仓 | $286.76万 |
| Topsail Wealth Management, LLC | 新建仓 | $249.24万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $243.74万 |
| Colter Lewis Investment Partners LLC | 新建仓 | $220.92万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $208.43万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $142.70万 |
| SOFI WEALTH, LLC | 加仓 | $131.41万 |
| Thrivent Financial for Lutherans | 加仓 | $130.29万 |
2026Q2 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,218.55万 |
| TRILLIUM ASSET MANAGEMENT, LLC | 减仓 | -$879.45万 |
| Bank of New York Mellon Corp | 减仓 | -$875.24万 |
| Corient Private Wealth LP | 减仓 | -$681.47万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$551.14万 |
| JPMORGAN CHASE & CO | 减仓 | -$473.72万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$464.82万 |
| GTS SECURITIES LLC | 清仓 | -$463.88万 |
| Independent Advisor Alliance | 清仓 | -$403.64万 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | 重新持有 | -$277.02万 |
| ROYAL BANK OF CANADA | 减仓 | -$229.69万 |
| Investor's Fiduciary Advisor Network, LLC | 减仓 | -$223.32万 |
| National Philanthropic Trust | 减仓 | -$222.09万 |
| PNC Financial Services Group, Inc. | 减仓 | -$211.65万 |
| Betterment LLC | 减仓 | -$168.41万 |
| Archer Investment Management, LLC | 减仓 | -$163.88万 |
| Impact Investors, Inc | 减仓 | -$139.14万 |
| NATURAL INVESTMENTS, LLC | 减仓 | -$134.13万 |
| UBS Group AG | 减仓 | -$124.32万 |
| Dunhill Financial, LLC | 减仓 | -$111.83万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,231,965 | $6.03亿 | 0.03% | 260,239 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,741,833 | $2.48亿 | 0.06% | -32,644 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,405,229 | $2.00亿 | 0.01% | -85,578 | 减仓 |
| LPL Financial LLC | 1,229,365 | $1.75亿 | 0.04% | -3,494 | 减仓 |
| Bank of New York Mellon Corp | 1,193,065 | $1.70亿 | 0.03% | -61,468 | 减仓 |
| JPMORGAN CHASE & CO | 1,156,395 | $1.63亿 | 0.01% | -33,595 | 减仓 |
| AMERIPRISE FINANCIAL INC | 797,286 | $1.17亿 | 0.02% | -37,538 | 减仓 |
| IMA Advisory Services, Inc. | 444,726 | $6,298.97万 | 3.94% | 32,150 | 加仓 |
| UBS Group AG | 407,533 | $5,802.86万 | 0.01% | -8,731 | 减仓 |
| Betterment LLC | 337,922 | $4,811.70万 | 0.08% | -11,827 | 减仓 |
| Mariner, LLC | 335,917 | $4,781.01万 | 0.05% | 1,240 | 加仓 |
| US BANCORP \DE\ | 322,658 | $4,594.33万 | 0.05% | -473 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 318,940 | $4,541.38万 | 0.22% | -7,119 | 减仓 |
| Rockefeller Capital Management L.P. | 302,319 | $4,304.73万 | 0.07% | 1,757 | 加仓 |
| GOLDMAN SACHS GROUP INC | 298,963 | $4,256.93万 | 0.00% | 51,880 | 加仓 |
| SEI INVESTMENTS CO | 280,073 | $3,987.96万 | 0.04% | -2,479 | 减仓 |
| NORTHSTAR ASSET MANAGEMENT INC | 279,901 | $3,985.51万 | 11.68% | 67,631 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 227,210 | $3,235.24万 | 0.04% | -1,105 | 减仓 |
| Global Retirement Partners, LLC | 221,547 | $3,154.61万 | 0.48% | — | — |
| WELLS FARGO & COMPANY/MN | 214,635 | $3,056.19万 | 0.00% | -6,799 | 减仓 |
| Creative Planning | 210,927 | $3,003.38万 | 0.02% | -5,529 | 减仓 |
| Cetera Investment Advisers | 204,758 | $2,915.54万 | 0.03% | 1,215 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 177,439 | $2,526.55万 | 0.04% | 3,295 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 176,795 | $2,517.38万 | 0.01% | 2,554 | 加仓 |
| OSAIC HOLDINGS, INC. | 174,483 | $2,484.99万 | 0.03% | 46,125 | 加仓 |
| Cerity Partners LLC | 163,637 | $2,330.03万 | 0.03% | -50 | 减仓 |
| PARK AVENUE SECURITIES LLC | 163,472 | $2,327.70万 | 0.15% | -3,445 | 减仓 |
| ROYAL BANK OF CANADA | 160,692 | $2,288.00万 | 0.00% | -16,132 | 减仓 |
| TRUIST FINANCIAL CORP | 157,186 | $2,238.17万 | 0.03% | 276 | 加仓 |
| National Philanthropic Trust | 148,426 | $2,113.44万 | 0.31% | -15,597 | 减仓 |
| Beacon Pointe Advisors, LLC | 146,353 | $2,083.92万 | 0.10% | 953 | 加仓 |
| Ameritas Advisory Services, LLC | 146,299 | $2,083.15万 | 0.42% | 50,666 | 加仓 |
| Gemmer Asset Management LLC | 139,453 | $1,985.67万 | 1.34% | 764 | 加仓 |
| Focus Partners Wealth | 137,461 | $1,957.32万 | 0.02% | 639 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 133,074 | $1,894.80万 | 0.02% | 68,544 | 加仓 |
| Fiduciary Trust Co | 129,159 | $1,839.10万 | 0.20% | -7,566 | 减仓 |
| Manchester Capital Management LLC | 128,700 | $1,832.56万 | 2.38% | -6,421 | 减仓 |
| Johnson Financial Group, Inc. | 111,675 | $1,590.14万 | 0.52% | -2,050 | 减仓 |
| MML INVESTORS SERVICES, LLC | 103,448 | $1,473.00万 | 0.03% | 14,638 | 加仓 |
| PFG Investments, LLC | 97,760 | $1,392.00万 | 0.54% | 1,761 | 加仓 |
| HighTower Advisors, LLC | 96,438 | $1,373.18万 | 0.01% | 4,102 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 94,728 | $1,348.84万 | 0.02% | 27,933 | 加仓 |
| Thrivent Financial for Lutherans | 93,250 | $1,325.10万 | 0.02% | 9,169 | 加仓 |
| Francis Financial, Inc. | 90,492 | $1,288.51万 | 2.11% | -1,086 | 减仓 |
| NATURAL INVESTMENTS, LLC | 88,429 | $1,259.10万 | 2.77% | -9,420 | 减仓 |
| Private Advisor Group, LLC | 85,793 | $1,221.61万 | 0.06% | -4,261 | 减仓 |
| Mascoma Wealth Management LLC | 76,421 | $1,088.16万 | 2.02% | 3,941 | 加仓 |
| TRILLIUM ASSET MANAGEMENT, LLC | 70,793 | $1,008.03万 | 0.31% | -61,763 | 减仓 |
| FIFTH THIRD BANCORP | 70,077 | $997.82万 | 0.02% | -35 | 减仓 |
| SCS Capital Management LLC | 69,138 | $984.46万 | 0.09% | 0 | 不变 |
内部人交易（Form 4）
DSI 董事、高管和大股东的最新买卖申报。专业版可看 🔒