EVTR MORGAN STANLEY ETF TRUST
EATON VANCE TOTA
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 | 186 | 91,722,572 | $46.51亿 | 23 | 104 | 39 | 18 | $5.45亿 |
| 2026Q1 | 177 | 80,943,148 | $41.08亿 | 28 | 106 | 22 | 6 | $6.78亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $2.34亿 |
| Provenance Wealth Advisors, LLC | 新建仓 | $7,129.69万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6,784.12万 |
| ALPS ADVISORS INC | 新建仓 | $5,162.49万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $4,578.46万 |
| LPL Financial LLC | 加仓 | $4,215.82万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $3,785.40万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,233.42万 |
| PNC Financial Services Group, Inc. | 加仓 | $1,735.14万 |
| Clear Trail Advisors, LLC | 新建仓 | $1,465.25万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $1,185.70万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,055.80万 |
| Cetera Investment Advisers | 加仓 | $730.83万 |
| HighTower Advisors, LLC | 加仓 | $696.96万 |
| Geneos Wealth Management Inc. | 新建仓 | $640.62万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $540.54万 |
| Spire Wealth Management | 加仓 | $530.30万 |
| Blueprint Investment Partners LLC | 重新持有 | $506.10万 |
| Blueprint Financial Advisors LLC | 重新持有 | $506.10万 |
| OSAIC HOLDINGS, INC. | 加仓 | $478.82万 |
2026Q1 卖出最多
| STRATEGIC PLANNING GROUP, LLC | 减仓 | -$2,096.07万 |
| Horizon Wealth Management, LLC | 减仓 | -$1,821.44万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$722.33万 |
| N.E.W. Advisory Services LLC | 减仓 | -$649.27万 |
| MGO ONE SEVEN LLC | 减仓 | -$644.16万 |
| Thrivent Financial for Lutherans | 清仓 | -$602.10万 |
| Systelligence, LLC | 减仓 | -$526.03万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$336.06万 |
| Corient Private Wealth LP | 减仓 | -$323.27万 |
| STEVENS CAPITAL PARTNERS | 减仓 | -$312.45万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$189.96万 |
| Trademark Financial Management, LLC | 减仓 | -$137.30万 |
| TCI Wealth Advisors, Inc. | 清仓 | -$38.54万 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 清仓 | -$29.85万 |
| Bouvel Investment Partners, LLC | 减仓 | -$27.16万 |
| Beacon Financial Advisory LLC | 减仓 | -$22.41万 |
| Belpointe Asset Management LLC | 清仓 | -$21.55万 |
| Asset One Wealth Management LLC | 减仓 | -$12.42万 |
| PRIVATE TRUST CO NA | 减仓 | -$9.86万 |
| Helium Advisors LLC | 减仓 | -$6.97万 |
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 | 32,845,045 | $16.67亿 | 0.10% | 4,615,435 | 加仓 |
| AMERIPRISE FINANCIAL INC | 5,902,766 | $3.00亿 | 0.07% | 901,781 | 加仓 |
| WELLS FARGO & COMPANY/MN | 4,137,407 | $2.10亿 | 0.04% | -142,331 | 减仓 |
| FMR LLC | 4,008,410 | $2.03亿 | 0.01% | 26,395 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,566,409 | $1.81亿 | 0.01% | 1,336,772 | 加仓 |
| LPL Financial LLC | 3,452,747 | $1.75亿 | 0.05% | 830,704 | 加仓 |
| Prodigy Asset Management LLC | 2,290,566 | $1.16亿 | 38.81% | 83,103 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,241,083 | $1.14亿 | 0.04% | 745,892 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,063,903 | $1.05亿 | 0.15% | 94,348 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,580,920 | $8,023.17万 | 0.02% | 440,082 | 加仓 |
| Provenance Wealth Advisors, LLC | 1,404,864 | $7,129.69万 | 7.55% | 1,404,864 | 新建仓 |
| PNC Financial Services Group, Inc. | 1,293,704 | $6,565.55万 | 0.04% | 341,899 | 加仓 |
| Janney Montgomery Scott LLC | 1,220,033 | $6,191.70万 | 0.15% | 59,319 | 加仓 |
| ALPS ADVISORS INC | 1,017,240 | $5,162.49万 | 0.24% | 1,017,240 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 676,375 | $3,432.60万 | 0.02% | 208,040 | 加仓 |
| HighTower Advisors, LLC | 632,289 | $3,208.88万 | 0.03% | 137,332 | 加仓 |
| Valley Financial Group, Inc. | 519,233 | $2,635.11万 | 14.22% | 22,450 | 加仓 |
| Spire Wealth Management | 472,605 | $2,398.47万 | 0.82% | 104,492 | 加仓 |
| Retirement Management Systems Inc. | 469,813 | $2,384.30万 | 5.75% | 80,813 | 加仓 |
| Quadcap Wealth Management, LLC | 465,293 | $2,361.37万 | 2.69% | 51,997 | 加仓 |
| Cetera Investment Advisers | 435,824 | $2,211.81万 | 0.02% | 144,005 | 加仓 |
| Coign Capital Advisors LLC | 343,421 | $1,742.86万 | 9.16% | 7,521 | 加仓 |
| VICTORY FINANCIAL GROUP, LLC | 328,033 | $1,664.77万 | 2.04% | -37,430 | 减仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 301,126 | $1,528.21万 | 0.35% | 4,655 | 重新持有 |
| D.A. DAVIDSON & CO. | 291,617 | $1,479.96万 | 0.09% | 30,477 | 加仓 |
| Destiny Wealth Partners, LLC | 289,788 | $1,470.68万 | 1.61% | 1,132 | 加仓 |
| Clear Trail Advisors, LLC | 288,719 | $1,465.25万 | 2.44% | 288,719 | 新建仓 |
| Bouvel Investment Partners, LLC | 261,072 | $1,324.94万 | 3.84% | -5,352 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 258,546 | $1,312.12万 | 0.02% | 106,511 | 加仓 |
| Sanctuary Advisors, LLC | 253,200 | $1,284.99万 | 0.07% | 50,590 | 加仓 |
| Madrid Wealth Management, LLC | 249,158 | $1,264.48万 | 9.54% | 38,223 | 加仓 |
| Western Wealth Management, LLC | 244,193 | $1,239.28万 | 0.47% | 21,161 | 加仓 |
| Horizon Wealth Management, LLC | 240,697 | $1,221.54万 | 1.79% | -358,903 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 236,879 | $1,202.16万 | 0.19% | 233,636 | 加仓 |
| STEVENS CAPITAL PARTNERS | 235,871 | $1,197.05万 | 2.88% | -61,566 | 减仓 |
| Live Oak Investment Partners | 234,686 | $1,191.03万 | 7.03% | 67,481 | 加仓 |
| Snowden Capital Advisors LLC | 225,020 | $1,146.59万 | 0.30% | 227 | 加仓 |
| Systelligence, LLC | 204,547 | $1,038.08万 | 2.02% | -103,652 | 减仓 |
| Per Stirling Capital Management, LLC. | 168,121 | $853.21万 | 0.94% | 2,830 | 加仓 |
| Balanced Rock Investment Advisors LLC | 154,075 | $781.93万 | 5.49% | 7,103 | 加仓 |
| Pinion Investment Advisors, LLC | 151,824 | $770.51万 | 1.80% | 39,022 | 加仓 |
| Asset Allocation Strategies LLC | 151,261 | $767.65万 | 1.36% | 43,419 | 加仓 |
| Kingsview Wealth Management, LLC | 143,502 | $728.27万 | 0.10% | 4,449 | 加仓 |
| Penney Financial, LLC | 139,022 | $705.54万 | 2.71% | 4,549 | 加仓 |
| Wall Street Financial Group, Inc. | 138,984 | $705.35万 | 4.18% | 21,140 | 加仓 |
| GOLDMAN SACHS GROUP INC | 137,311 | $696.85万 | 0.00% | -66,218 | 减仓 |
| Eldridge Investment Advisors, Inc. | 137,115 | $695.86万 | 1.53% | -623 | 减仓 |
| Private Advisor Group, LLC | 133,718 | $678.62万 | 0.03% | 3,729 | 加仓 |
| OAK FAMILY ADVISORS, LLC | 130,677 | $663.19万 | 1.87% | 60,067 | 加仓 |
| MML INVESTORS SERVICES, LLC | 128,777 | $653.54万 | 0.02% | 39,170 | 加仓 |
内部人交易（Form 4）
EVTR 董事、高管和大股东的最新买卖申报。专业版可看 🔒