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 🔒 | ||||||||
2026Q1 买入最多
| Bank of New York Mellon Corp | 加仓 | $5,565.63万 |
| NORTHSTAR ASSET MANAGEMENT INC | 加仓 | $1,331.65万 |
| MORGAN STANLEY | 加仓 | $1,271.42万 |
| National Philanthropic Trust | 加仓 | $822.80万 |
| FIFTH THIRD BANCORP | 加仓 | $736.43万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $637.39万 |
| PNC Financial Services Group, Inc. | 加仓 | $533.53万 |
| Beacon Pointe Advisors, LLC | 加仓 | $504.65万 |
| Creative Planning | 加仓 | $466.87万 |
| Independent Advisor Alliance | 新建仓 | $403.64万 |
| Archer Investment Management, LLC | 加仓 | $398.76万 |
| GTS SECURITIES LLC | 加仓 | $371.41万 |
| Cerity Partners LLC | 加仓 | $352.29万 |
| Integrated Wealth Concepts LLC | 加仓 | $266.04万 |
| McClarren Financial Advisors, Inc. | 加仓 | $248.75万 |
| Johnson Financial Group, Inc. | 加仓 | $221.94万 |
| Quantinno Capital Management LP | 加仓 | $220.28万 |
| BROWN ADVISORY INC | 加仓 | $181.57万 |
| Kestra Advisory Services, LLC | 加仓 | $178.64万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $167.87万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2,315.54万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1,423.05万 |
| Corient Private Wealth LP | 减仓 | -$702.90万 |
| Fifth Third Wealth Advisors LLC | 减仓 | -$543.78万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$457.59万 |
| JPMORGAN CHASE & CO | 减仓 | -$407.30万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$395.54万 |
| TrueWealth Financial Partners | 清仓 | -$391.02万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$385.95万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$344.49万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$343.26万 |
| Advisory Services Network, LLC | 减仓 | -$330.72万 |
| LPL Financial LLC | 减仓 | -$313.95万 |
| ROYAL BANK OF CANADA | 减仓 | -$256.06万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$229.79万 |
| Betterment LLC | 减仓 | -$226.52万 |
| FSA WEALTH PARTNERS, INC. | 清仓 | -$207.21万 |
| Hershey Financial Advisers, LLC | 清仓 | -$174.64万 |
| BBR PARTNERS, LLC | 减仓 | -$157.16万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$150.57万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,971,726 | $4.81亿 | 0.03% | 104,911 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,774,477 | $2.15亿 | 0.06% | -117,423 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,490,807 | $1.81亿 | 0.01% | -191,067 | 减仓 |
| Bank of New York Mellon Corp | 1,254,533 | $1.52亿 | 0.03% | 459,248 | 加仓 |
| LPL Financial LLC | 1,232,859 | $1.49亿 | 0.04% | -25,906 | 减仓 |
| JPMORGAN CHASE & CO | 1,189,990 | $1.40亿 | 0.01% | -34,655 | 减仓 |
| AMERIPRISE FINANCIAL INC | 834,824 | $1.01亿 | 0.02% | -28,331 | 减仓 |
| UBS Group AG | 416,264 | $5,044.70万 | 0.01% | -2,078 | 减仓 |
| IMA Advisory Services, Inc. | 412,576 | $4,974.29万 | 4.86% | 4,652 | 加仓 |
| Betterment LLC | 349,749 | $4,238.60万 | 0.08% | -18,691 | 减仓 |
| Mariner, LLC | 334,677 | $4,055.94万 | 0.05% | -11,420 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 326,059 | $3,951.51万 | 0.22% | -37,758 | 减仓 |
| US BANCORP \DE\ | 323,131 | $3,916.02万 | 0.05% | -3,884 | 减仓 |
| Rockefeller Capital Management L.P. | 300,562 | $3,642.52万 | 0.06% | 3,494 | 加仓 |
| SEI INVESTMENTS CO | 282,552 | $3,424.25万 | 0.03% | -2,570 | 减仓 |
| GOLDMAN SACHS GROUP INC | 247,083 | $2,994.40万 | 0.00% | 52,594 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 228,315 | $2,766.95万 | 0.04% | 8,616 | 加仓 |
| WELLS FARGO & COMPANY/MN | 221,434 | $2,683.56万 | 0.01% | -32,638 | 减仓 |
| Creative Planning | 216,456 | $2,623.23万 | 0.02% | 38,524 | 加仓 |
| NORTHSTAR ASSET MANAGEMENT INC | 212,270 | $2,572.50万 | 7.89% | 109,881 | 加仓 |
| Cetera Investment Advisers | 203,543 | $2,466.73万 | 0.03% | -11,955 | 减仓 |
| ROYAL BANK OF CANADA | 176,824 | $2,142.90万 | 0.00% | -21,129 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 174,241 | $2,111.62万 | 0.01% | -31,847 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 174,144 | $2,110.45万 | 0.04% | -5,387 | 减仓 |
| PARK AVENUE SECURITIES LLC | 166,917 | $2,022.90万 | 0.16% | -9,272 | 减仓 |
| National Philanthropic Trust | 164,023 | $1,987.79万 | 0.21% | 67,893 | 加仓 |
| Cerity Partners LLC | 163,687 | $1,983.73万 | 0.03% | 29,069 | 加仓 |
| TRUIST FINANCIAL CORP | 156,910 | $1,901.60万 | 0.03% | 2,061 | 加仓 |
| Beacon Pointe Advisors, LLC | 145,400 | $1,762.11万 | 0.09% | 41,641 | 加仓 |
| Gemmer Asset Management LLC | 138,689 | $1,680.78万 | 1.34% | 2,186 | 加仓 |
| Focus Partners Wealth | 136,822 | $1,660.29万 | 0.02% | -5,544 | 减仓 |
| Fiduciary Trust Co | 136,725 | $1,656.97万 | 0.20% | -146 | 减仓 |
| Manchester Capital Management LLC | 135,121 | $1,637.53万 | 2.36% | -3,486 | 减仓 |
| OSAIC HOLDINGS, INC. | 128,358 | $1,556.20万 | 0.02% | -28,414 | 减仓 |
| Johnson Financial Group, Inc. | 113,725 | $1,378.23万 | 0.50% | 18,313 | 加仓 |
| NATURAL INVESTMENTS, LLC | 97,849 | $1,185.80万 | 2.92% | -925 | 减仓 |
| PFG Investments, LLC | 95,999 | $1,163.42万 | 0.54% | 2,518 | 加仓 |
| Ameritas Advisory Services, LLC | 95,633 | $1,158.98万 | 0.45% | -2,269 | 减仓 |
| HighTower Advisors, LLC | 92,336 | $1,119.04万 | 0.01% | 11,290 | 加仓 |
| Francis Financial, Inc. | 91,578 | $1,109.83万 | 2.06% | -1,275 | 减仓 |
| Private Advisor Group, LLC | 90,054 | $1,091.36万 | 0.05% | -1,007 | 减仓 |
| MML INVESTORS SERVICES, LLC | 88,810 | $1,076.28万 | 0.03% | -18,961 | 减仓 |
| Thrivent Financial for Lutherans | 84,081 | $1,011.30万 | 0.02% | 654 | 加仓 |
| TRILLIUM ASSET MANAGEMENT, LLC | 132,556 | $954.62万 | 0.30% | -4,269 | 减仓 |
| Mascoma Wealth Management LLC | 72,480 | $878.38万 | 1.82% | -6,749 | 减仓 |
| Composition Wealth, LLC | 70,771 | $857.68万 | 0.12% | -7,446 | 减仓 |
| Brio Consultants, LLC | 62,899 | $856.43万 | 0.99% | 3,998 | 加仓 |
| FIFTH THIRD BANCORP | 70,112 | $849.68万 | 0.02% | 60,767 | 加仓 |
| SCS Capital Management LLC | 69,138 | $837.88万 | 0.09% | 0 | 不变 |
| CWM, LLC | 68,193 | $826.43万 | 0.02% | -950 | 减仓 |
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 🔒