FNDB SCHWAB STRATEGIC TR
FUNDAMENTAL US B
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 | 172 | 13,392,970 | $4.08亿 | 18 | 69 | 38 | 13 | $6,198.36万 |
| 2026Q1 | 171 | 12,215,117 | $3.32亿 | 20 | 63 | 48 | 8 | $1,316.13万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Clearstead Advisors, LLC | 新建仓 | $459.53万 |
| Rossby Financial, LCC | 新建仓 | $458.17万 |
| Family Capital Management, Inc. | 加仓 | $386.36万 |
| Mariner, LLC | 加仓 | $246.51万 |
| Quantinno Capital Management LP | 新建仓 | $138.60万 |
| MORGAN STANLEY | 加仓 | $109.53万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $106.81万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $94.35万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $87.39万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $80.06万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $78.79万 |
| Carnegie Investment Counsel | 加仓 | $68.94万 |
| FINANCIAL CONSULATE, INC | 加仓 | $55.12万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $54.09万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $47.43万 |
| Integrated Wealth Concepts LLC | 新建仓 | $44.44万 |
| Heirloom Wealth Management | 新建仓 | $41.54万 |
| Brooklyn Investment Group | 新建仓 | $37.68万 |
| JAMES INVESTMENT RESEARCH, INC. | 加仓 | $35.73万 |
| Waverly Advisors, LLC | 新建仓 | $34.64万 |
2026Q1 卖出最多
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$641.92万 |
| AlphaCore Capital LLC | 减仓 | -$208.01万 |
| Corient Private Wealth LP | 减仓 | -$149.31万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$143.44万 |
| HighTower Advisors, LLC | 减仓 | -$136.21万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$117.28万 |
| MorganRosel Wealth Management, LLC | 清仓 | -$83.61万 |
| Perigon Wealth Management, LLC | 减仓 | -$48.07万 |
| CVA Family Office, LLC | 减仓 | -$37.80万 |
| Vanguard Personalized Indexing Management, LLC | 清仓 | -$33.97万 |
| Guardian Financial Partners, LLC | 减仓 | -$21.82万 |
| Brightwater Advisory LLC | 减仓 | -$19.86万 |
| JPMORGAN CHASE & CO | 减仓 | -$19.76万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$17.73万 |
| MAI Capital Management | 减仓 | -$16.09万 |
| Cornerstone Financial Group, LLC /NE/ | 减仓 | -$15.12万 |
| Mezzasalma Advisors, LLC | 减仓 | -$14.69万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$14.28万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 减仓 | -$11.57万 |
| Lido Advisors, LLC | 减仓 | -$9.72万 |
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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 1,229,297 | $3,343.69万 | 0.79% | -76,476 | 减仓 |
| FINANCIAL CONSULATE, INC | 1,039,540 | $2,827.55万 | 3.52% | 20,265 | 加仓 |
| Opes Wealth Management LLC | 744,765 | $2,025.76万 | 3.33% | 7,116 | 加仓 |
| HighTower Advisors, LLC | 654,061 | $1,779.05万 | 0.02% | -50,076 | 减仓 |
| Sound Stewardship, LLC | 640,437 | $1,741.99万 | 7.98% | 5,416 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 487,438 | $1,325.80万 | 0.03% | -236,007 | 减仓 |
| MORGAN STANLEY | 439,558 | $1,195.60万 | 0.00% | 40,270 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 434,810 | $1,182.68万 | 0.00% | -1,998 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 301,002 | $818.73万 | 0.00% | 17,436 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 277,770 | $755.54万 | 0.00% | 29,435 | 加仓 |
| Brightwater Advisory LLC | 272,813 | $742.05万 | 4.91% | -7,302 | 减仓 |
| Family Capital Management, Inc. | 234,705 | $638.40万 | 2.84% | 142,045 | 加仓 |
| Mariner, LLC | 200,960 | $546.61万 | 0.01% | 90,627 | 加仓 |
| Leonard Rickey Investment Advisors P.L.L.C. | 175,333 | $476.91万 | 0.83% | -1,043 | 减仓 |
| MML INVESTORS SERVICES, LLC | 171,607 | $466.77万 | 0.01% | 11,667 | 加仓 |
| Clearstead Advisors, LLC | 168,947 | $459.53万 | 0.04% | 168,947 | 新建仓 |
| Rossby Financial, LCC | 168,076 | $458.17万 | 0.94% | 168,076 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 139,320 | $372.40万 | 0.00% | 39,958 | 加仓 |
| Mezzasalma Advisors, LLC | 144,099 | $371.71万 | 0.95% | -5,694 | 减仓 |
| Guardian Financial Partners, LLC | 134,485 | $365.80万 | 1.54% | -8,023 | 减仓 |
| Essential Partners LLC | 126,975 | $345.37万 | 1.16% | 95 | 加仓 |
| Aspiring Ventures, LLC | 119,290 | $324.47万 | 0.98% | -442 | 减仓 |
| UBS Group AG | 116,058 | $315.68万 | 0.00% | 3,790 | 加仓 |
| CVA Family Office, LLC | 110,391 | $300.26万 | 0.32% | -13,896 | 减仓 |
| JAMES INVESTMENT RESEARCH, INC. | 109,943 | $299.05万 | 0.34% | 13,137 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 104,714 | $284.82万 | 0.00% | 32,130 | 重新持有 |
| LPL Financial LLC | 104,473 | $284.17万 | 0.00% | 745 | 加仓 |
| Kaizen Financial Strategies | 94,001 | $268.33万 | 1.13% | 12,120 | 加仓 |
| Centurion Wealth Management LLC | 94,260 | $256.39万 | 0.58% | 6,278 | 加仓 |
| Resonant Capital Advisors, LLC | 93,719 | $254.91万 | 0.13% | -1,466 | 减仓 |
| HHM Wealth Advisors, LLC | 90,493 | $246.14万 | 0.28% | -2,920 | 减仓 |
| AMERIPRISE FINANCIAL INC | 87,475 | $237.93万 | 0.00% | 238 | 加仓 |
| Red Door Wealth Management, LLC | 86,729 | $235.90万 | 0.25% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 83,818 | $227.98万 | 0.00% | -219 | 减仓 |
| MAI Capital Management | 82,760 | $225.11万 | 0.01% | -5,914 | 减仓 |
| Wealthspire Advisors, LLC | 79,329 | $215.77万 | 0.02% | 555 | 加仓 |
| OSAIC HOLDINGS, INC. | 78,018 | $212.22万 | 0.00% | -52,735 | 减仓 |
| Foster Group, Inc. | 75,070 | $204.19万 | 0.06% | 7,692 | 加仓 |
| Yoder Wealth Management, Inc. | 72,592 | $197.45万 | 0.90% | -55 | 减仓 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,954 | $187.55万 | 0.68% | 448 | 加仓 |
| Nicholas Hoffman & Company, LLC. | 66,252 | $180.21万 | 0.04% | -923 | 减仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 63,856 | $179.82万 | 0.10% | 4,356 | 加仓 |
| SeaCrest Wealth Management, LLC | 59,156 | $160.90万 | 0.17% | 5,468 | 加仓 |
| Cetera Investment Advisers | 53,529 | $145.60万 | 0.00% | 7,920 | 加仓 |
| Creative Planning | 53,438 | $145.35万 | 0.00% | 6,899 | 加仓 |
| Corient Private Wealth LP | 57,710 | $144.85万 | 0.00% | -59,487 | 减仓 |
| Valmark Advisers, Inc. | 52,246 | $142.11万 | 0.02% | 12,098 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 51,566 | $140.26万 | 0.00% | -5,250 | 减仓 |
| BROWN BROTHERS HARRIMAN & CO | 51,171 | $139.19万 | 0.01% | 0 | 不变 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50,914 | $139.10万 | 0.00% | 5,375 | 加仓 |
内部人交易（Form 4）
FNDB 董事、高管和大股东的最新买卖申报。专业版可看 🔒