FYX FIRST TR SML CP CORE ALPHA F
COM SHS
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 | 204 | 6,959,970 | $10.04亿 | 39 | 61 | 58 | 17 | $1.25亿 |
| 2026Q1 | 181 | 6,131,178 | $7.33亿 | 19 | 65 | 56 | 11 | $5,583.02万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| WELLS FARGO & COMPANY/MN | 加仓 | $2,466.32万 |
| UBS Group AG | 加仓 | $1,692.06万 |
| Genesee Capital Advisors, LLC | 加仓 | $1,388.32万 |
| LPL Financial LLC | 加仓 | $1,036.73万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $984.03万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $898.10万 |
| FWG Holdings, LLC | 加仓 | $686.99万 |
| Arrow Investment Advisors, LLC | 新建仓 | $468.20万 |
| Dorsey Wright & Associates | 新建仓 | $395.72万 |
| MORGAN STANLEY | 加仓 | $364.62万 |
| ROMAN BUTLER FULLERTON & CO | 新建仓 | $339.71万 |
| Cetera Investment Advisers | 加仓 | $331.94万 |
| Concurrent Investment Advisors, LLC | 加仓 | $318.66万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $313.92万 |
| IFG Advisory, LLC | 加仓 | $308.48万 |
| Arkadios Wealth Advisors | 加仓 | $262.84万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $259.44万 |
| STIFEL FINANCIAL CORP | 加仓 | $240.99万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $191.91万 |
| Riggs Asset Managment Co. Inc. | 新建仓 | $159.45万 |
2026Q2 卖出最多
| CITADEL ADVISORS LLC | 减仓 | -$393.14万 |
| JANE STREET GROUP, LLC | 减仓 | -$291.74万 |
| RFG Advisory, LLC | 减仓 | -$280.12万 |
| Virtu Financial LLC | 清仓 | -$252.10万 |
| Milestones Private Investment Advisors LLC | 清仓 | -$207.61万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$203.96万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$160.80万 |
| Kestra Advisory Services, LLC | 减仓 | -$114.28万 |
| G&S Capital LLC | 清仓 | -$114.11万 |
| Independent Advisor Alliance | 清仓 | -$106.63万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$101.43万 |
| Maridea Wealth Management LLC | 减仓 | -$77.25万 |
| POTENTIA WEALTH | 清仓 | -$71.79万 |
| ROYAL BANK OF CANADA | 减仓 | -$62.29万 |
| Triumph Capital Management | 减仓 | -$33.19万 |
| JPMORGAN CHASE & CO | 减仓 | -$32.43万 |
| Lakeridge Wealth Management LLC | 减仓 | -$31.23万 |
| MONECO ADVISORS, LLC | 清仓 | -$30.27万 |
| TKG Advisors, LLC | 清仓 | -$28.98万 |
| Gateway Wealth Partners, LLC | 清仓 | -$27.64万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 715,280 | $1.03亿 | 0.02% | 170,920 | 加仓 |
| ROYAL BANK OF CANADA | 704,083 | $1.02亿 | 0.02% | -4,317 | 减仓 |
| LPL Financial LLC | 683,900 | $9,868.45万 | 0.02% | 71,847 | 加仓 |
| MORGAN STANLEY | 678,078 | $9,784.47万 | 0.01% | 25,269 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 435,608 | $6,285.69万 | 0.02% | 21,755 | 加仓 |
| UBS Group AG | 421,883 | $6,087.65万 | 0.01% | 117,262 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 357,405 | $5,157.22万 | 0.00% | -14,135 | 减仓 |
| Janney Montgomery Scott LLC | 263,066 | $3,796.00万 | 0.07% | 9,541 | 加仓 |
| Genesee Capital Advisors, LLC | 163,889 | $2,364.86万 | 7.45% | 96,213 | 加仓 |
| Cetera Investment Advisers | 151,913 | $2,192.05万 | 0.02% | 23,004 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 135,469 | $1,954.80万 | 0.02% | 68,194 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 120,332 | $1,736.35万 | 0.01% | 3,451 | 加仓 |
| Concurrent Investment Advisors, LLC | 107,601 | $1,552.64万 | 0.13% | 22,084 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 101,266 | $1,461.24万 | 0.00% | 62,240 | 加仓 |
| Crusonia Wealth Advisors LLC | 73,453 | $1,059.91万 | 1.74% | -425 | 减仓 |
| Chicago Partners Investment Group LLC | 71,639 | $1,007.15万 | 0.20% | -988 | 减仓 |
| Per Stirling Capital Management, LLC. | 66,712 | $962.63万 | 0.91% | 1,183 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 64,962 | $937.38万 | 0.01% | -798 | 减仓 |
| Wealth Alliance Advisory Group, LLC | 59,310 | $855.82万 | 1.24% | -336 | 减仓 |
| STIFEL FINANCIAL CORP | 54,429 | $785.42万 | 0.01% | 16,700 | 加仓 |
| Geneos Wealth Management Inc. | 53,610 | $773.60万 | 0.16% | 1,234 | 加仓 |
| Kestra Advisory Services, LLC | 50,485 | $728.48万 | 0.02% | -7,920 | 减仓 |
| FWG Holdings, LLC | 50,930 | $719.72万 | 2.50% | 48,614 | 加仓 |
| D.A. DAVIDSON & CO. | 48,579 | $700.99万 | 0.04% | 421 | 加仓 |
| Mainsail Financial Group, LLC | 44,673 | $644.62万 | 2.19% | 4,440 | 加仓 |
| OSAIC HOLDINGS, INC. | 44,404 | $642.03万 | 0.01% | 39 | 加仓 |
| Hapanowicz & Associates Financial Services, Inc | 41,586 | $600.08万 | 1.87% | -894 | 减仓 |
| JPMORGAN CHASE & CO | 37,178 | $532.82万 | 0.00% | -2,263 | 减仓 |
| MTM Investment Management, LLC | 36,765 | $530.51万 | 1.51% | 504 | 加仓 |
| HighTower Advisors, LLC | 36,502 | $526.71万 | 0.01% | -353 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 36,340 | $519.48万 | 0.00% | 11,030 | 加仓 |
| CITY HOLDING CO | 35,861 | $517.40万 | 0.58% | 4,509 | 加仓 |
| Arrow Investment Advisors, LLC | 32,447 | $468.20万 | 4.53% | 32,447 | 新建仓 |
| Troutman Wealth Management, LLC | 31,950 | $461.02万 | 3.55% | -191 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,310 | $456.03万 | 0.01% | 385 | 加仓 |
| Baird Financial Group, Inc. | 30,593 | $441.45万 | 0.01% | -395 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 30,029 | $433.30万 | 0.06% | 17,980 | 加仓 |
| Regal Investment Advisors LLC | 29,983 | $432.65万 | 0.22% | -535 | 减仓 |
| MML INVESTORS SERVICES, LLC | 29,812 | $430.18万 | 0.01% | 2,373 | 加仓 |
| Western Wealth Management, LLC | 29,597 | $427.07万 | 0.14% | 83 | 加仓 |
| Dorsey Wright & Associates | 27,424 | $395.72万 | 0.67% | 27,424 | 新建仓 |
| ROMAN BUTLER FULLERTON & CO | 24,128 | $339.71万 | 0.81% | 24,128 | 新建仓 |
| PARK NATIONAL CORP /OH/ | 22,571 | $325.69万 | 0.09% | -537 | 减仓 |
| Equitable Holdings, Inc. | 22,106 | $318.98万 | 0.02% | 6,091 | 加仓 |
| Arkadios Wealth Advisors | 21,714 | $313.32万 | 0.05% | 18,215 | 加仓 |
| FIFTH THIRD BANCORP | 21,620 | $311.97万 | 0.01% | -382 | 减仓 |
| IFG Advisory, LLC | 21,515 | $310.46万 | 0.11% | 21,378 | 加仓 |
| &PARTNERS | 20,069 | $289.59万 | 0.01% | 5,959 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 18,900 | $272.72万 | 0.00% | 13,300 | 加仓 |
| Sanctuary Advisors, LLC | 17,823 | $257.18万 | 0.01% | -100 | 减仓 |
内部人交易（Form 4）
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