EUSB ISHARES TR
ESG ADV TTL USD
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 | 158 | 13,138,662 | $5.71亿 | 12 | 90 | 31 | 12 | $3,329.76万 |
| 2026Q1 | 161 | 12,423,595 | $5.40亿 | 9 | 82 | 38 | 5 | -$812.03万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| GOLDMAN SACHS GROUP INC | 新建仓 | $1,034.29万 |
| Archer Investment Management, LLC | 加仓 | $287.17万 |
| CITADEL ADVISORS LLC | 加仓 | $227.94万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $219.79万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $118.68万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $115.78万 |
| SOFI WEALTH, LLC | 加仓 | $92.46万 |
| Xena Financial Planning, LLC | 加仓 | $92.35万 |
| IMPACTfolio, LLC | 加仓 | $80.47万 |
| LPL Financial LLC | 加仓 | $79.57万 |
| Sequoia Financial Advisors, LLC | 新建仓 | $75.96万 |
| Allworth Financial LP | 加仓 | $73.81万 |
| NewEdge Advisors, LLC | 加仓 | $70.71万 |
| Bond & Devick Financial Network, Inc. | 加仓 | $64.10万 |
| Advisory Services Network, LLC | 加仓 | $59.36万 |
| Charter Oak Capital Management, LLC | 加仓 | $57.24万 |
| Decker Retirement Planning Inc. | 加仓 | $50.64万 |
| SEEDS INVESTOR LLC | 加仓 | $47.42万 |
| OneDigital Investment Advisors LLC | 加仓 | $44.79万 |
| Mason & Associates Inc | 加仓 | $44.46万 |
2026Q1 卖出最多
| SigFig Wealth Management, LLC | 减仓 | -$2,716.37万 |
| BlackRock, Inc. | 减仓 | -$423.75万 |
| JANE STREET GROUP, LLC | 重新持有 | -$184.75万 |
| ROYAL BANK OF CANADA | 减仓 | -$132.36万 |
| Thrivent Financial for Lutherans | 减仓 | -$105.61万 |
| Betterment LLC | 减仓 | -$101.69万 |
| Contango Wealth Management LLC | 减仓 | -$89.04万 |
| HSBC HOLDINGS PLC | 减仓 | -$88.74万 |
| Skyline Advisors, Inc. | 减仓 | -$66.46万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$62.80万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$55.71万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 清仓 | -$54.55万 |
| Stewardship Advisors, LLC | 减仓 | -$53.07万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$33.17万 |
| GeoWealth Management, LLC | 减仓 | -$19.05万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$18.45万 |
| KWB Wealth | 减仓 | -$17.26万 |
| Physician Wealth Advisors, Inc. | 减仓 | -$15.31万 |
| BESSEMER GROUP INC | 清仓 | -$15.30万 |
| Dynamic Advisor Solutions LLC | 减仓 | -$13.71万 |
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,193,546 | $2.26亿 | 0.00% | -97,414 | 减仓 |
| IMPACTfolio, LLC | 620,700 | $2,700.05万 | 11.47% | 18,500 | 加仓 |
| LPL Financial LLC | 603,213 | $2,623.98万 | 0.01% | 18,291 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 510,207 | $2,219.40万 | 0.01% | 26,615 | 加仓 |
| Thrivent Financial for Lutherans | 406,025 | $1,766.20万 | 0.03% | -24,279 | 减仓 |
| SEEDS INVESTOR LLC | 370,504 | $1,620.92万 | 2.21% | 10,838 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 368,784 | $1,594.25万 | 0.01% | 50,841 | 加仓 |
| JPMORGAN CHASE & CO | 301,287 | $1,308.49万 | 0.00% | 2,393 | 加仓 |
| Allworth Financial LP | 256,560 | $1,116.04万 | 0.05% | 16,968 | 加仓 |
| GOLDMAN SACHS GROUP INC | 237,767 | $1,034.29万 | 0.00% | 237,767 | 新建仓 |
| Advisory Services Network, LLC | 168,950 | $734.93万 | 0.10% | 13,647 | 加仓 |
| MORGAN STANLEY | 156,440 | $680.52万 | 0.00% | -590 | 减仓 |
| Bond & Devick Financial Network, Inc. | 143,639 | $624.83万 | 1.74% | 14,736 | 加仓 |
| CITADEL ADVISORS LLC | 128,997 | $561.14万 | 0.00% | 52,401 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 89,901 | $391.07万 | 0.02% | -1,787 | 减仓 |
| Perigon Wealth Management, LLC | 85,460 | $371.75万 | 0.07% | 4,688 | 加仓 |
| Decker Retirement Planning Inc. | 83,250 | $362.14万 | 1.64% | 11,641 | 加仓 |
| One Wealth Advisors, LLC | 78,816 | $342.85万 | 0.43% | -3,002 | 减仓 |
| SOFI WEALTH, LLC | 78,641 | $342.09万 | 0.16% | 21,255 | 加仓 |
| Archer Investment Management, LLC | 75,725 | $329.40万 | 1.39% | 66,015 | 加仓 |
| Jordan Park Group LLC | 74,646 | $324.71万 | 0.17% | 0 | 不变 |
| RETIREMENT CAPITAL STRATEGIES | 71,395 | $310.57万 | 1.17% | 1,871 | 加仓 |
| Stewardship Advisors, LLC | 70,800 | $307.98万 | 0.71% | -12,199 | 减仓 |
| Cetera Investment Advisers | 68,991 | $300.11万 | 0.00% | -1,374 | 减仓 |
| Balanced Rock Investment Advisors LLC | 68,556 | $298.22万 | 2.09% | -2,838 | 减仓 |
| JANE STREET GROUP, LLC | 68,439 | $297.71万 | 0.00% | -42,471 | 重新持有 |
| US BANCORP \DE\ | 66,427 | $288.96万 | 0.00% | -187 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,734 | $277.24万 | 0.00% | 27,282 | 重新持有 |
| NewEdge Advisors, LLC | 55,992 | $243.57万 | 0.01% | 16,255 | 加仓 |
| OSAIC HOLDINGS, INC. | 54,920 | $238.91万 | 0.00% | -4,242 | 减仓 |
| OneDigital Investment Advisors LLC | 52,266 | $227.36万 | 0.02% | 10,297 | 加仓 |
| Baker Avenue Asset Management, LP | 50,500 | $219.67万 | 0.05% | 616 | 加仓 |
| Charter Oak Capital Management, LLC | 48,472 | $210.85万 | 0.16% | 13,159 | 加仓 |
| Stratos Wealth Partners, LTD. | 48,333 | $210.25万 | 0.02% | 3,874 | 加仓 |
| Xena Financial Planning, LLC | 45,690 | $198.75万 | 2.24% | 21,230 | 加仓 |
| WELLS FARGO & COMPANY/MN | 44,581 | $193.93万 | 0.00% | 4,570 | 加仓 |
| ROYAL BANK OF CANADA | 44,445 | $193.30万 | 0.00% | -30,434 | 减仓 |
| Leonard Rickey Investment Advisors P.L.L.C. | 42,389 | $184.39万 | 0.32% | 618 | 加仓 |
| Accredited Investors Inc. | 41,015 | $178.42万 | 0.10% | 282 | 加仓 |
| Perennial Investment Advisors, LLC | 40,887 | $177.85万 | 0.14% | 704 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 40,402 | $175.75万 | 0.00% | 726 | 加仓 |
| GeoWealth Management, LLC | 40,281 | $175.22万 | 0.06% | -4,379 | 减仓 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 38,144 | $165.93万 | 0.87% | 3,692 | 加仓 |
| Haverford Trust Co | 35,865 | $156.01万 | 0.01% | 0 | 不变 |
| RAYMOND JAMES FINANCIAL INC | 34,843 | $151.57万 | 0.00% | 2,703 | 加仓 |
| Tarbox Family Office, Inc. | 32,684 | $142.18万 | 0.23% | 2,742 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31,995 | $139.26万 | 0.01% | 611 | 加仓 |
| UBS Group AG | 31,050 | $135.07万 | 0.00% | 3,451 | 加仓 |
| Johnson Bixby & Associates, LLC | 30,267 | $131.66万 | 0.16% | 624 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,092 | $126.55万 | 0.00% | -7,626 | 减仓 |
内部人交易(Form 4)
EUSB 董事、高管和大股东的最新买卖申报。专业版可看 🔒