DWLD DAVIS FUNDAMENTAL ETF TR
SELECT WRLD WI
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 | 56 | 8,448,776 | $3.91亿 | 2 | 22 | 14 | 6 | $1,310.70万 |
| 2026Q1 | 62 | 8,214,922 | $3.60亿 | 5 | 26 | 15 | 2 | $3,758.99万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,414.23万 |
| LPL Financial LLC | 加仓 | $698.84万 |
| MORGAN STANLEY | 加仓 | $523.44万 |
| ROYAL BANK OF CANADA | 加仓 | $295.11万 |
| Cetera Investment Advisers | 加仓 | $228.14万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $159.68万 |
| Davis Selected Advisers | 加仓 | $79.41万 |
| Melone Private Wealth, LLC | 加仓 | $75.46万 |
| Strategic Blueprint, LLC | 加仓 | $69.26万 |
| Fjell Capital, LLC | 加仓 | $58.61万 |
| UBS Group AG | 加仓 | $55.49万 |
| STIFEL FINANCIAL CORP | 加仓 | $49.37万 |
| DAVENPORT & Co LLC | 加仓 | $43.70万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 新建仓 | $21.87万 |
| Baird Financial Group, Inc. | 加仓 | $21.68万 |
| NBZ Investment Advisors LLC | 新建仓 | $20.04万 |
| Kestra Advisory Services, LLC | 加仓 | $16.65万 |
| HighTower Advisors, LLC | 加仓 | $13.69万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $12.30万 |
| HighPoint Advisor Group LLC | 加仓 | $11.00万 |
2026Q1 卖出最多
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$33.09万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$25.66万 |
| J.W. COLE ADVISORS, INC. | 清仓 | -$21.42万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$16.29万 |
| Southeast Asset Advisors, LLC | 减仓 | -$13.91万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$10.47万 |
| JANE STREET GROUP, LLC | 减仓 | -$7.43万 |
| Modern Wealth Management, LLC | 减仓 | -$6.35万 |
| Rockefeller Capital Management L.P. | 减仓 | -$5.73万 |
| CITADEL ADVISORS LLC | 重新持有 | -$3.03万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$3.01万 |
| D.A. DAVIDSON & CO. | 减仓 | -$1.85万 |
| SUMMIT WEALTH GROUP LLC / CO | 减仓 | -$9,156 |
| SageView Advisory Group, LLC | 清仓 | -$8,308 |
| TRUIST FINANCIAL CORP | 减仓 | -$4,206 |
| Mariner, LLC | 减仓 | -$964 |
| Integrated Wealth Concepts LLC | 减仓 | -$263 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$37 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
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