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 🔒 | ||||||||
2026Q2 买入最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $9,503.07万 |
| Savant Capital, LLC | 加仓 | $5,306.62万 |
| JANE STREET GROUP, LLC | 加仓 | $5,147.08万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $4,420.58万 |
| EP Wealth Advisors, LLC | 加仓 | $3,732.12万 |
| REGIONS FINANCIAL CORP | 加仓 | $3,613.88万 |
| Arax Advisory Partners | 加仓 | $2,515.66万 |
| BIP Wealth, LLC | 新建仓 | $2,418.47万 |
| MORGAN STANLEY | 加仓 | $2,032.68万 |
| Insight Wealth Strategies, LLC | 新建仓 | $2,000.76万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,934.40万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,816.48万 |
| Mosley Wealth Management | 加仓 | $1,670.75万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $1,653.09万 |
| LPL Financial LLC | 加仓 | $1,074.79万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,069.20万 |
| Cerity Partners LLC | 加仓 | $1,024.78万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $877.11万 |
| Diversify Advisory Services, LLC | 新建仓 | $828.15万 |
| Vise Technologies, Inc. | 加仓 | $793.08万 |
2026Q2 卖出最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$1.02亿 |
| Private Advisor Group, LLC | 减仓 | -$5,326.32万 |
| Auto-Owners Insurance Co | 减仓 | -$4,942.68万 |
| FMR LLC | 减仓 | -$2,656.80万 |
| Corient Private Wealth LP | 减仓 | -$1,288.09万 |
| Nearwater Capital Markets, Ltd | 清仓 | -$1,047.10万 |
| BNP PARIBAS FINANCIAL MARKETS | 清仓 | -$1,043.75万 |
| Keudell/Morrison Wealth Management | 减仓 | -$983.94万 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 清仓 | -$978.60万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$577.64万 |
| Thrivent Financial for Lutherans | 减仓 | -$462.25万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$461.44万 |
| Boulay Financial Advisors, LLC | 减仓 | -$408.98万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$376.38万 |
| JPMORGAN CHASE & CO | 减仓 | -$331.82万 |
| AlphaCore Capital LLC | 减仓 | -$310.74万 |
| Equitable Holdings, Inc. | 减仓 | -$284.75万 |
| ROYAL BANK OF CANADA | 减仓 | -$246.83万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$216.68万 |
| ASSETMARK, INC | 减仓 | -$212.47万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 141,104,114 | $74.45亿 | 0.99% | -1,927,261 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,409,142 | $8.59亿 | 1.43% | 1,816,215 | 加仓 |
| REGIONS FINANCIAL CORP | 9,930,317 | $5.24亿 | 3.13% | 684,966 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 8,674,147 | $4.58亿 | 0.03% | 344,291 | 加仓 |
| MORGAN STANLEY | 7,264,805 | $3.83亿 | 0.02% | 385,270 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,322,811 | $3.34亿 | 0.18% | 202,654 | 加仓 |
| WELLS FARGO & COMPANY/MN | 5,808,291 | $3.06亿 | 0.05% | -109,485 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 4,210,160 | $2.22亿 | 0.34% | 166,246 | 加仓 |
| AMERIPRISE FINANCIAL INC | 3,179,304 | $1.69亿 | 0.03% | 62,791 | 加仓 |
| Mountain Capital Investment Advisors Inc. | 2,921,147 | $1.54亿 | 21.95% | 12,257 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 2,914,968 | $1.54亿 | 0.09% | 0 | 不变 |
| LPL Financial LLC | 2,878,360 | $1.52亿 | 0.03% | 203,713 | 加仓 |
| Auto-Owners Insurance Co | 2,703,000 | $1.43亿 | 3.22% | -937,000 | 减仓 |
| Boulay Financial Advisors, LLC | 2,647,681 | $1.40亿 | 12.93% | -77,518 | 减仓 |
| FOSTER & MOTLEY INC | 2,540,904 | $1.34亿 | 6.17% | 97,955 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,496,264 | $1.32亿 | 0.03% | -87,461 | 减仓 |
| Corient Private Wealth LP | 1,852,977 | $9,776.31万 | 0.14% | -244,142 | 减仓 |
| UBS Group AG | 1,718,340 | $9,065.96万 | 0.01% | 135,239 | 加仓 |
| Cetera Investment Advisers | 1,680,462 | $8,866.12万 | 0.08% | 36,890 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,610,918 | $8,499.20万 | 0.10% | 837,867 | 加仓 |
| StoneX Group Inc. | 1,590,033 | $8,389.01万 | 3.38% | 78,978 | 加仓 |
| HighTower Advisors, LLC | 1,481,192 | $7,814.77万 | 0.08% | 99,690 | 加仓 |
| Savant Capital, LLC | 1,490,561 | $7,786.61万 | 0.23% | 1,015,826 | 加仓 |
| AlphaCore Capital LLC | 1,433,644 | $7,563.91万 | 1.39% | -58,896 | 减仓 |
| CVA Family Office, LLC | 1,388,139 | $7,323.82万 | 6.63% | 37,012 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,328,711 | $7,011.57万 | 0.08% | 366,574 | 加仓 |
| ALPS ADVISORS INC | 1,308,474 | $6,903.51万 | 0.32% | 130,685 | 加仓 |
| FMR LLC | 1,225,873 | $6,467.71万 | 0.00% | -503,564 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,199,965 | $6,331.02万 | 0.02% | 84,188 | 加仓 |
| Nadler Financial Group, Inc. | 1,169,805 | $6,171.89万 | 5.23% | 29,614 | 加仓 |
| Strata Wealth Advisors, LLC | 1,155,134 | $6,094.49万 | 14.86% | -25,765 | 减仓 |
| Trust Co | 1,115,088 | $5,883.21万 | 5.31% | -23,637 | 减仓 |
| Capital Advantage, Inc. | 1,100,538 | $5,806.44万 | 7.08% | -5,046 | 减仓 |
| Capital Advisors Wealth Management, LLC | 1,070,071 | $5,645.69万 | 6.63% | 18,406 | 加仓 |
| Hardy Reed LLC | 1,048,812 | $5,533.53万 | 3.55% | -17,937 | 减仓 |
| Orion Porfolio Solutions, LLC | 1,029,944 | $5,433.98万 | 0.42% | -41,069 | 减仓 |
| Charles Schwab Trust Co | 1,021,787 | $5,390.95万 | 3.01% | -7,802 | 减仓 |
| Verde Capital Management | 1,015,065 | $5,355.49万 | 9.90% | 22,811 | 加仓 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1,014,722 | $5,353.67万 | 4.51% | — | — |
| Mariner, LLC | 1,006,537 | $5,310.49万 | 0.06% | 60,675 | 加仓 |
| JANE STREET GROUP, LLC | 1,000,000 | $5,276.00万 | 0.00% | 975,565 | 加仓 |
| Focus Partners Wealth | 936,764 | $4,942.34万 | 0.05% | 24,110 | 加仓 |
| Johnson Bixby & Associates, LLC | 892,902 | $4,710.95万 | 5.26% | 17,258 | 加仓 |
| MFA WEALTH ADVISORS, LLC | 864,797 | $4,562.67万 | 7.78% | -38,136 | 减仓 |
| Barry Investment Advisors, LLC | 824,655 | $4,350.88万 | 9.10% | 25,257 | 加仓 |
| Focus Financial Network, Inc. | 821,704 | $4,335.31万 | 1.34% | 45,304 | 加仓 |
| EP Wealth Advisors, LLC | 820,057 | $4,326.62万 | 0.17% | 707,377 | 加仓 |
| Pallas Capital Advisors LLC | 809,830 | $4,272.67万 | 1.31% | 40,205 | 加仓 |
| Unison Advisors LLC | 784,702 | $4,140.09万 | 2.89% | -3,540 | 减仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 763,756 | $4,029.58万 | 1.47% | 29,658 | 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 🔒