13F 机构持仓

FTA FIRST TR LRG CP VL ALPHADEX

COM SHS

持有机构数2292026Q2
26Q126Q2
机构合计持股(股)9,706,7772026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q22299,706,777$9.40亿 20698615-$678.69万
2026Q12199,752,584$9.01亿 1778743$3,467.31万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Integrated Wealth Concepts LLC加仓$1,738.20万
LPL Financial LLC加仓$636.45万
RAYMOND JAMES FINANCIAL INC加仓$534.11万
NewEdge Advisors, LLC加仓$524.52万
BNP PARIBAS FINANCIAL MARKETS新建仓$461.75万
Baird Financial Group, Inc.加仓$414.51万
BANK OF AMERICA CORP /DE/加仓$408.73万
Independent Advisor Alliance新建仓$366.72万
Gateway Wealth Partners, LLC加仓$327.37万
CITADEL ADVISORS LLC加仓$291.83万
GOLDMAN SACHS GROUP INC加仓$164.84万
RFG Advisory, LLC加仓$158.85万
JANE STREET GROUP, LLC新建仓$149.47万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC加仓$147.33万
Parallel Advisors, LLC加仓$116.53万
Virtu Financial LLC新建仓$114.20万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$112.04万
STIFEL FINANCIAL CORP加仓$101.76万
BENJAMIN EDWARDS INC加仓$96.78万
Janney Montgomery Scott LLC加仓$66.21万

2026Q1 卖出最多

MORGAN STANLEY减仓-$1,877.37万
AE Wealth Management LLC减仓-$372.57万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$250.28万
Vestmark Advisory Solutions, Inc.减仓-$240.77万
HARBOUR INVESTMENTS, INC.减仓-$227.09万
OSAIC HOLDINGS, INC.减仓-$171.31万
SILVER OAK SECURITIES, INCORPORATED减仓-$155.37万
Kingsview Wealth Management, LLC减仓-$137.80万
Cambridge Investment Research Advisors, Inc.减仓-$117.50万
StoneX Group Inc.减仓-$95.77万
Midwest Heritage Bank, FSB减仓-$81.46万
IHT Wealth Management, LLC减仓-$71.07万
Private Advisor Group, LLC减仓-$65.37万
TRUIST FINANCIAL CORP减仓-$59.70万
Midwest Financial Network, LLC减仓-$59.22万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$42.25万
IAMS WEALTH MANAGEMENT, LLC减仓-$39.43万
DAVENPORT & Co LLC清仓-$37.40万
Atria Investments, Inc减仓-$31.96万
UBS Group AG减仓-$31.83万

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 STANLEY1,806,123$1.67亿0.01%-203,288减仓
LPL Financial LLC1,070,746$9,888.34万0.03%68,917加仓
UBS Group AG968,433$8,943.48万0.01%-3,447减仓
ENVESTNET ASSET MANAGEMENT INC401,419$3,707.10万0.01%9加仓
BANK OF AMERICA CORP /DE/391,307$3,613.72万0.00%44,259加仓
Cetera Investment Advisers345,175$3,187.69万0.03%1,685加仓
ROYAL BANK OF CANADA298,949$2,760.80万0.00%1,394加仓
RAYMOND JAMES FINANCIAL INC295,102$2,725.27万0.01%57,835加仓
Integrated Wealth Concepts LLC198,478$1,832.94万0.15%188,219加仓
WELLS FARGO & COMPANY/MN197,337$1,822.40万0.00%2,291加仓
Kingsview Wealth Management, LLC176,755$1,632.33万0.22%-14,921减仓
NewEdge Advisors, LLC156,182$1,442.34万0.05%56,797加仓
Cambridge Investment Research Advisors, Inc.146,260$1,350.70万0.03%-12,723减仓
Private Advisor Group, LLC144,185$1,331.55万0.06%-7,078减仓
Holistic Financial Partners140,644$1,298.85万4.83%2,563加仓
ASSETMARK, INC138,721$1,281.09万0.03%-2,281减仓
COMMONWEALTH EQUITY SERVICES, LLC129,241$1,193.54万0.02%-4,575减仓
OSAIC HOLDINGS, INC.116,811$1,079.13万0.02%-18,544减仓
BENJAMIN EDWARDS INC104,778$967.95万0.10%10,476加仓
GOLDMAN SACHS GROUP INC102,371$945.40万0.00%17,849加仓
Kaydan Wealth Management, Inc.88,824$820.29万2.74%-427减仓
IHT Wealth Management, LLC80,410$742.58万0.17%-7,696减仓
HARBOUR INVESTMENTS, INC.76,014$702.00万0.11%-24,590减仓
Baird Financial Group, Inc.75,857$700.54万0.01%44,885加仓
Janney Montgomery Scott LLC72,129$666.10万0.02%7,170加仓
TRUIST FINANCIAL CORP70,422$650.35万0.01%-6,465减仓
Vestmark Advisory Solutions, Inc.70,116$647.52万0.07%-26,072减仓
Gateway Wealth Partners, LLC69,377$640.70万0.25%35,449加仓
STIFEL FINANCIAL CORP69,115$638.30万0.01%11,019加仓
COTTONWOOD CAPITAL ADVISORS, LLC57,809$533.87万3.76%-2,279减仓
Snowden Capital Advisors LLC57,408$530.16万0.14%2,011加仓
BNP PARIBAS FINANCIAL MARKETS50,000$461.75万0.00%50,000新建仓
Midwest Heritage Bank, FSB46,264$427.25万1.37%-8,821减仓
Prospera Financial Services Inc43,883$405.28万0.07%1,715加仓
Bank of New York Mellon Corp42,322$390.84万0.00%2,170加仓
IFP Advisors, Inc41,744$385.51万0.08%-656减仓
Creative Planning41,710$385.19万0.00%1,924加仓
Trueblood Wealth Management, LLC40,958$378.25万1.48%56加仓
Independent Advisor Alliance39,710$366.72万0.04%39,710新建仓
Atria Investments, Inc37,581$347.06万0.04%-3,461减仓
D.A. DAVIDSON & CO.37,408$345.47万0.02%-374减仓
CITADEL ADVISORS LLC35,376$326.70万0.00%31,600加仓
AE Wealth Management LLC30,404$280.78万0.02%-40,343减仓
Regal Investment Advisors LLC27,907$257.72万0.15%-110减仓
IAMS WEALTH MANAGEMENT, LLC27,421$253.24万0.88%-4,269减仓
Orion Porfolio Solutions, LLC25,580$236.23万0.02%579加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,959$221.26万0.00%12,132加仓
Triton Wealth Management, PLLC23,155$213.23万0.79%0不变
JONES FINANCIAL COMPANIES LLLP22,686$207.78万0.00%3,469加仓
PARK AVENUE SECURITIES LLC21,873$202.00万0.02%234加仓

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