FNDF SCHWAB STRATEGIC TR
FUNDAMENTAL INTL
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 | 872 | 316,697,009 | $167.02亿 | 83 | 379 | 243 | 39 | $4.36亿 |
| 2026Q1 | 823 | 311,387,436 | $152.32亿 | 83 | 334 | 215 | 28 | -$1.20亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Corient Private Wealth LP | 加仓 | $8,159.03万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $3,153.60万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $2,544.13万 |
| AFFINITY WEALTH LLC | 新建仓 | $2,067.78万 |
| Focus Partners Wealth | 加仓 | $1,916.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,869.35万 |
| Penserra Capital Management LLC | 新建仓 | $1,771.50万 |
| Cerity Partners LLC | 加仓 | $1,420.45万 |
| Mountain Capital Investment Advisors Inc. | 加仓 | $1,346.96万 |
| Boulay Financial Advisors, LLC | 加仓 | $1,291.23万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $1,188.21万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,124.07万 |
| Nearwater Capital Markets, Ltd | 新建仓 | $1,047.10万 |
| BNP PARIBAS FINANCIAL MARKETS | 新建仓 | $1,043.75万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $945.54万 |
| LPL Financial LLC | 加仓 | $944.16万 |
| UBS Group AG | 加仓 | $827.44万 |
| StoneX Group Inc. | 加仓 | $816.01万 |
| CVA Family Office, LLC | 加仓 | $763.70万 |
| Maia Wealth LLC | 加仓 | $712.42万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1.87亿 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$1.69亿 |
| MORGAN STANLEY | 减仓 | -$8,666.34万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$6,083.10万 |
| CITADEL ADVISORS LLC | 清仓 | -$4,561.76万 |
| JANE STREET GROUP, LLC | 减仓 | -$3,893.48万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,839.03万 |
| VICTORY CAPITAL MANAGEMENT INC | 减仓 | -$1,603.53万 |
| McKinley Carter Wealth Services, Inc. | 减仓 | -$1,205.96万 |
| Clarkston Capital Partners, LLC | 减仓 | -$1,111.44万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$897.33万 |
| Valmark Advisers, Inc. | 减仓 | -$601.31万 |
| FMR LLC | 减仓 | -$584.47万 |
| AlphaCore Capital LLC | 减仓 | -$535.81万 |
| Resonant Capital Advisors, LLC | 减仓 | -$520.49万 |
| Pallas Capital Advisors LLC | 减仓 | -$413.30万 |
| MorganRosel Wealth Management, LLC | 减仓 | -$374.44万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$321.45万 |
| LongView Wealth Management | 减仓 | -$302.60万 |
| Strata Wealth Advisors, LLC | 减仓 | -$294.20万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 143,031,375 | $69.99亿 | 1.07% | -3,452,563 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,592,927 | $7.08亿 | 1.42% | -3,865,821 | 减仓 |
| REGIONS FINANCIAL CORP | 9,245,351 | $4.52亿 | 2.94% | 84,371 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 8,329,856 | $4.08亿 | 0.03% | 229,730 | 加仓 |
| MORGAN STANLEY | 6,879,535 | $3.37亿 | 0.02% | -1,771,171 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,120,157 | $2.99亿 | 0.18% | 87,162 | 加仓 |
| WELLS FARGO & COMPANY/MN | 5,917,776 | $2.90亿 | 0.05% | -65,695 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 4,043,914 | $1.98亿 | 0.35% | 644,592 | 加仓 |
| Auto-Owners Insurance Co | 3,640,000 | $1.75亿 | 3.66% | 0 | 不变 |
| AMERIPRISE FINANCIAL INC | 3,116,513 | $1.52亿 | 0.04% | 519,983 | 加仓 |
| Mountain Capital Investment Advisors Inc. | 2,908,890 | $1.48亿 | 12.06% | 264,318 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 2,914,968 | $1.43亿 | 0.09% | -327,720 | 减仓 |
| Boulay Financial Advisors, LLC | 2,725,199 | $1.33亿 | 15.30% | 263,894 | 加仓 |
| LPL Financial LLC | 2,674,647 | $1.31亿 | 0.03% | 192,961 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,583,725 | $1.26亿 | 0.03% | 382,046 | 加仓 |
| FOSTER & MOTLEY INC | 2,442,949 | $1.20亿 | 6.17% | -48,610 | 减仓 |
| Corient Private Wealth LP | 2,097,119 | $1.03亿 | 0.15% | 1,667,490 | 加仓 |
| FMR LLC | 1,729,437 | $8,462.13万 | 0.00% | -119,450 | 减仓 |
| Cetera Investment Advisers | 1,643,572 | $8,042.00万 | 0.09% | 58,995 | 加仓 |
| UBS Group AG | 1,583,101 | $7,746.11万 | 0.01% | 169,106 | 加仓 |
| StoneX Group Inc. | 1,511,055 | $7,393.58万 | 3.98% | 166,771 | 加仓 |
| AlphaCore Capital LLC | 1,492,540 | $7,303.00万 | 1.73% | -109,505 | 减仓 |
| HighTower Advisors, LLC | 1,381,502 | $6,759.72万 | 0.07% | 133,109 | 加仓 |
| CVA Family Office, LLC | 1,351,127 | $6,611.07万 | 6.96% | 156,081 | 加仓 |
| Strata Wealth Advisors, LLC | 1,180,899 | $5,778.14万 | 15.84% | -60,127 | 减仓 |
| ALPS ADVISORS INC | 1,177,789 | $5,762.92万 | 0.27% | 46,570 | 加仓 |
| Nadler Financial Group, Inc. | 1,140,191 | $5,578.95万 | 5.38% | 72,051 | 加仓 |
| Trust Co | 1,138,725 | $5,571.78万 | 5.22% | -10,766 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,115,777 | $5,459.50万 | 0.02% | 193,244 | 加仓 |
| Capital Advantage, Inc. | 1,105,584 | $5,409.62万 | 7.07% | 1,630 | 加仓 |
| CANANDAIGUA NATIONAL CORP | 1,073,617 | $5,253.21万 | 4.70% | — | — |
| Orion Porfolio Solutions, LLC | 1,071,013 | $5,240.47万 | 0.45% | -183,390 | 减仓 |
| Hardy Reed LLC | 1,066,749 | $5,219.60万 | 3.81% | 3,322 | 加仓 |
| Capital Advisors Wealth Management, LLC | 1,051,665 | $5,145.80万 | 6.91% | -21,239 | 减仓 |
| Private Advisor Group, LLC | 1,040,452 | $5,090.93万 | 0.24% | 10,107 | 加仓 |
| Charles Schwab Trust Co | 1,029,589 | $5,037.78万 | 3.27% | -15,981 | 减仓 |
| Verde Capital Management | 992,254 | $4,855.10万 | 10.38% | 11,239 | 加仓 |
| OSAIC HOLDINGS, INC. | 962,137 | $4,708.75万 | 0.07% | -375,767 | 减仓 |
| Mariner, LLC | 945,862 | $4,628.10万 | 0.05% | 43,275 | 加仓 |
| Focus Partners Wealth | 912,654 | $4,467.21万 | 0.05% | 391,528 | 加仓 |
| MFA WEALTH ADVISORS, LLC | 902,933 | $4,418.05万 | 8.69% | 6,001 | 加仓 |
| Johnson Bixby & Associates, LLC | 875,644 | $4,284.53万 | 5.31% | 24,272 | 加仓 |
| CWM, LLC | 813,465 | $3,980.28万 | 0.10% | 31,216 | 加仓 |
| Barry Investment Advisors, LLC | 799,398 | $3,911.45万 | 8.62% | 5,661 | 加仓 |
| Unison Advisors LLC | 788,242 | $3,856.87万 | 2.93% | 6,728 | 加仓 |
| Focus Financial Network, Inc. | 776,400 | $3,798.92万 | 1.36% | 119,262 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 773,051 | $3,782.50万 | 0.10% | -50,252 | 减仓 |
| Pallas Capital Advisors LLC | 769,625 | $3,765.77万 | 1.42% | -84,468 | 减仓 |
| Arlington Financial Advisors, LLC | 759,867 | $3,718.03万 | 5.30% | -48,620 | 减仓 |
| JPMORGAN CHASE & CO | 767,887 | $3,649.77万 | 0.00% | 135,255 | 加仓 |
内部人交易（Form 4）
FNDF 董事、高管和大股东的最新买卖申报。专业版可看 🔒