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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,241.89万 |
| EP Wealth Advisors, LLC | 加仓 | $2,217.50万 |
| Sigma Planning Corp | 新建仓 | $806.86万 |
| OSAIC HOLDINGS, INC. | 加仓 | $355.93万 |
| Kaizen Financial Strategies | 加仓 | $321.17万 |
| BIP Wealth, LLC | 新建仓 | $145.22万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $139.14万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $131.64万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $129.78万 |
| FINANCIAL CONSULATE, INC | 加仓 | $118.54万 |
| Savant Capital, LLC | 新建仓 | $113.19万 |
| Resonant Capital Advisors, LLC | 加仓 | $70.19万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $57.35万 |
| JAMES INVESTMENT RESEARCH, INC. | 加仓 | $56.80万 |
| LexAurum Advisors, LLC | 新建仓 | $56.31万 |
| Quantinno Capital Management LP | 加仓 | $48.41万 |
| Valmark Advisers, Inc. | 加仓 | $46.86万 |
| Nuveen, LLC | 新建仓 | $46.52万 |
| Sovran Advisors, LLC | 加仓 | $44.63万 |
| MISSION WEALTH MANAGEMENT, LP | 新建仓 | $42.96万 |
2026Q2 卖出最多
| HighTower Advisors, LLC | 减仓 | -$322.60万 |
| Clearstead Advisors, LLC | 减仓 | -$268.41万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$184.73万 |
| Corient Private Wealth LP | 清仓 | -$144.85万 |
| AlphaCore Capital LLC | 减仓 | -$81.84万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$56.62万 |
| Heirloom Wealth Management | 清仓 | -$41.54万 |
| Composition Wealth, LLC | 清仓 | -$36.92万 |
| ROYAL BANK OF CANADA | 减仓 | -$31.43万 |
| Stratos Wealth Partners, LTD. | 清仓 | -$30.04万 |
| Brightwater Advisory LLC | 减仓 | -$29.24万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 减仓 | -$25.49万 |
| Guardian Financial Partners, LLC | 减仓 | -$25.27万 |
| IHT Wealth Management, LLC | 清仓 | -$24.35万 |
| Focus Partners Wealth | 清仓 | -$23.94万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$23.06万 |
| Creative Planning | 减仓 | -$17.64万 |
| Hamrick Investment Counsel, llc | 清仓 | -$15.13万 |
| MORGAN STANLEY | 减仓 | -$14.46万 |
| UBS Group AG | 减仓 | -$13.54万 |
2026Q2 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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,223,462 | $3,726.60万 | 0.04% | 736,024 | 加仓 |
| AlphaCore Capital LLC | 1,202,429 | $3,662.60万 | 0.67% | -26,868 | 减仓 |
| FINANCIAL CONSULATE, INC | 1,078,457 | $3,284.98万 | 3.66% | 38,917 | 加仓 |
| EP Wealth Advisors, LLC | 739,826 | $2,253.51万 | 0.09% | 728,005 | 加仓 |
| Sound Stewardship, LLC | 649,548 | $1,978.52万 | 8.16% | 9,111 | 加仓 |
| HighTower Advisors, LLC | 548,150 | $1,669.66万 | 0.02% | -105,911 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 477,418 | $1,454.22万 | 0.00% | 42,608 | 加仓 |
| MORGAN STANLEY | 434,811 | $1,324.44万 | 0.00% | -4,747 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 305,564 | $930.75万 | 0.00% | 4,562 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 296,599 | $903.44万 | 0.00% | 18,829 | 加仓 |
| Sigma Planning Corp | 264,893 | $806.86万 | 0.20% | 264,893 | 新建仓 |
| Brightwater Advisory LLC | 263,213 | $801.75万 | 5.07% | -9,600 | 减仓 |
| Family Capital Management, Inc. | 239,818 | $730.49万 | 2.83% | 5,113 | 加仓 |
| MML INVESTORS SERVICES, LLC | 217,288 | $661.86万 | 0.01% | 45,681 | 加仓 |
| Mariner, LLC | 209,903 | $639.36万 | 0.01% | 8,943 | 加仓 |
| Kaizen Financial Strategies | 199,338 | $607.78万 | 1.98% | 105,337 | 加仓 |
| OSAIC HOLDINGS, INC. | 194,869 | $593.58万 | 0.01% | 116,851 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 182,667 | $554.76万 | 0.00% | 43,347 | 加仓 |
| Leonard Rickey Investment Advisors P.L.L.C. | 175,050 | $533.20万 | 0.84% | -283 | 减仓 |
| Rossby Financial, LCC | 166,973 | $508.60万 | 0.93% | -1,103 | 减仓 |
| Mezzasalma Advisors, LLC | 145,668 | $418.22万 | 0.84% | 1,569 | 加仓 |
| Essential Partners LLC | 136,205 | $414.88万 | 1.91% | 9,230 | 加仓 |
| JAMES INVESTMENT RESEARCH, INC. | 128,589 | $391.68万 | 0.40% | 18,646 | 加仓 |
| Guardian Financial Partners, LLC | 126,188 | $384.37万 | 1.50% | -8,297 | 减仓 |
| Aspiring Ventures, LLC | 117,083 | $356.63万 | 0.87% | -2,207 | 减仓 |
| Resonant Capital Advisors, LLC | 116,763 | $355.66万 | 0.17% | 23,044 | 加仓 |
| UBS Group AG | 111,614 | $339.98万 | 0.00% | -4,444 | 减仓 |
| CVA Family Office, LLC | 106,892 | $325.59万 | 0.29% | -3,499 | 减仓 |
| LPL Financial LLC | 104,739 | $319.03万 | 0.00% | 266 | 加仓 |
| Centurion Wealth Management LLC | 95,380 | $290.53万 | 0.69% | 1,120 | 加仓 |
| AMERIPRISE FINANCIAL INC | 91,395 | $278.39万 | 0.00% | 3,920 | 加仓 |
| HHM Wealth Advisors, LLC | 88,708 | $270.20万 | 0.27% | -1,785 | 减仓 |
| Red Door Wealth Management, LLC | 86,729 | $264.18万 | 0.24% | 0 | 不变 |
| MAI Capital Management | 81,440 | $248.07万 | 0.01% | -1,320 | 减仓 |
| Clearstead Advisors, LLC | 80,830 | $246.21万 | 0.02% | -88,117 | 减仓 |
| Wealthspire Advisors, LLC | 79,329 | $241.64万 | 0.01% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 76,246 | $232.25万 | 0.00% | -7,572 | 减仓 |
| Foster Group, Inc. | 75,342 | $229.49万 | 0.06% | 272 | 加仓 |
| Yoder Wealth Management, Inc. | 72,592 | $221.12万 | 0.86% | 0 | 不变 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 69,025 | $210.25万 | 0.67% | 71 | 加仓 |
| Valmark Advisers, Inc. | 67,630 | $206.00万 | 0.02% | 15,384 | 加仓 |
| Nicholas Hoffman & Company, LLC. | 67,258 | $204.87万 | 0.04% | 1,006 | 加仓 |
| Quantinno Capital Management LP | 66,851 | $203.63万 | 0.00% | 15,894 | 加仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 63,765 | $194.23万 | 0.10% | -91 | 减仓 |
| SeaCrest Wealth Management, LLC | 61,133 | $186.21万 | 0.21% | 1,977 | 加仓 |
| Cetera Investment Advisers | 54,938 | $167.34万 | 0.00% | 1,409 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 51,538 | $158.27万 | 0.00% | 624 | 加仓 |
| BROWN BROTHERS HARRIMAN & CO | 51,171 | $155.87万 | 0.01% | 0 | 不变 |
| CAPTRUST FINANCIAL ADVISORS | 50,850 | $154.89万 | 0.00% | -716 | 减仓 |
| Values Added Financial LLC | 49,678 | $151.32万 | 0.55% | 0 | 不变 |
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 🔒