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 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,706.16万 |
| ROYAL BANK OF CANADA | 加仓 | $1,240.33万 |
| UBS Group AG | 加仓 | $627.16万 |
| Per Stirling Capital Management, LLC. | 加仓 | $385.20万 |
| RFG Advisory, LLC | 新建仓 | $368.46万 |
| LPL Financial LLC | 加仓 | $343.88万 |
| JANE STREET GROUP, LLC | 新建仓 | $268.13万 |
| FIFTH THIRD BANCORP | 新建仓 | $262.61万 |
| Virtu Financial LLC | 新建仓 | $252.10万 |
| MERCER GLOBAL ADVISORS INC /ADV | 新建仓 | $246.74万 |
| CITADEL ADVISORS LLC | 加仓 | $234.95万 |
| Janney Montgomery Scott LLC | 加仓 | $173.80万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $162.06万 |
| Concurrent Investment Advisors, LLC | 加仓 | $124.03万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $124.01万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $111.03万 |
| Independent Advisor Alliance | 新建仓 | $106.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $80.25万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $77.89万 |
| VestGen Advisors, LLC | 新建仓 | $70.32万 |
2026Q1 卖出最多
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$354.30万 |
| FWG Holdings, LLC | 减仓 | -$255.50万 |
| IFG Advisory, LLC | 减仓 | -$239.60万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$215.32万 |
| MORGAN STANLEY | 减仓 | -$174.09万 |
| TWO SIGMA SECURITIES, LLC | 清仓 | -$81.88万 |
| Integrated Wealth Concepts LLC | 减仓 | -$74.31万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$57.78万 |
| Corient Private Wealth LP | 减仓 | -$54.58万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$52.11万 |
| Independent Wealth Network Inc. | 清仓 | -$49.55万 |
| Baird Financial Group, Inc. | 减仓 | -$46.01万 |
| Hapanowicz & Associates Financial Services, Inc | 减仓 | -$44.77万 |
| Coppell Advisory Solutions LLC | 清仓 | -$41.56万 |
| B. Riley Wealth Advisors, Inc. | 减仓 | -$37.99万 |
| Keystone Financial Group | 减仓 | -$35.28万 |
| Wealth Alliance Advisory Group, LLC | 减仓 | -$31.71万 |
| Advisory Services Network, LLC | 重新持有 | -$30.69万 |
| Cetera Investment Advisers | 减仓 | -$27.30万 |
| Triumph Capital Management | 减仓 | -$20.39万 |
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 708,400 | $8,455.00万 | 0.01% | 103,921 | 加仓 |
| MORGAN STANLEY | 652,809 | $7,791.59万 | 0.00% | -14,586 | 减仓 |
| LPL Financial LLC | 612,053 | $7,305.14万 | 0.02% | 28,812 | 加仓 |
| WELLS FARGO & COMPANY/MN | 544,360 | $6,497.18万 | 0.01% | -4,366 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 413,853 | $4,939.53万 | 0.02% | 142,949 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 371,540 | $4,434.49万 | 0.00% | 51 | 加仓 |
| UBS Group AG | 304,621 | $3,635.80万 | 0.01% | 52,546 | 加仓 |
| Janney Montgomery Scott LLC | 253,525 | $3,025.90万 | 0.07% | 14,562 | 加仓 |
| Cetera Investment Advisers | 128,909 | $1,538.59万 | 0.02% | -2,287 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116,881 | $1,395.02万 | 0.01% | 13,578 | 加仓 |
| Concurrent Investment Advisors, LLC | 85,517 | $1,020.68万 | 0.11% | 10,392 | 加仓 |
| Chicago Partners Investment Group LLC | 72,627 | $957.28万 | 0.20% | 1,286 | 加仓 |
| Crusonia Wealth Advisors LLC | 73,878 | $881.77万 | 1.82% | 457 | 加仓 |
| Genesee Capital Advisors, LLC | 67,676 | $807.74万 | 3.38% | -539 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 67,275 | $803.00万 | 0.02% | -18,039 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 65,760 | $784.88万 | 0.01% | -881 | 减仓 |
| Per Stirling Capital Management, LLC. | 65,529 | $782.12万 | 0.86% | 32,274 | 加仓 |
| Wealth Alliance Advisory Group, LLC | 59,646 | $711.90万 | 1.13% | -2,657 | 减仓 |
| Kestra Advisory Services, LLC | 58,405 | $697.09万 | 0.03% | 2,477 | 加仓 |
| Geneos Wealth Management Inc. | 52,376 | $625.11万 | 0.15% | -705 | 减仓 |
| D.A. DAVIDSON & CO. | 48,158 | $574.56万 | 0.03% | 736 | 加仓 |
| OSAIC HOLDINGS, INC. | 44,365 | $530.49万 | 0.01% | 1,506 | 加仓 |
| Hapanowicz & Associates Financial Services, Inc | 42,480 | $507.02万 | 2.02% | -3,751 | 减仓 |
| Mainsail Financial Group, LLC | 40,233 | $480.20万 | 2.00% | 64 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 39,026 | $465.80万 | 0.00% | 6,724 | 加仓 |
| JPMORGAN CHASE & CO | 39,441 | $458.39万 | 0.00% | 1,932 | 加仓 |
| STIFEL FINANCIAL CORP | 37,729 | $450.38万 | 0.00% | -459 | 减仓 |
| HighTower Advisors, LLC | 36,855 | $439.88万 | 0.00% | 464 | 加仓 |
| MTM Investment Management, LLC | 36,261 | $432.79万 | 1.37% | 621 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31,925 | $385.58万 | 0.01% | 1,501 | 加仓 |
| Troutman Wealth Management, LLC | 32,141 | $383.62万 | 3.20% | -199 | 减仓 |
| CITY HOLDING CO | 31,352 | $374.16万 | 0.47% | 5,569 | 加仓 |
| Baird Financial Group, Inc. | 30,988 | $369.86万 | 0.01% | -3,855 | 减仓 |
| RFG Advisory, LLC | 30,871 | $368.46万 | 0.07% | 30,871 | 新建仓 |
| Regal Investment Advisors LLC | 30,518 | $364.25万 | 0.21% | 2 | 加仓 |
| CITADEL ADVISORS LLC | 29,576 | $353.00万 | 0.00% | 19,685 | 加仓 |
| Western Wealth Management, LLC | 29,514 | $352.26万 | 0.13% | 2,071 | 加仓 |
| MML INVESTORS SERVICES, LLC | 27,439 | $327.50万 | 0.01% | 10,390 | 加仓 |
| CWM, LLC | 25,841 | $308.42万 | 0.01% | -1,082 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 25,310 | $297.49万 | 0.00% | 6,627 | 加仓 |
| PARK NATIONAL CORP /OH/ | 23,108 | $275.80万 | 0.08% | -267 | 减仓 |
| JANE STREET GROUP, LLC | 22,465 | $268.13万 | 0.00% | 22,465 | 新建仓 |
| FIFTH THIRD BANCORP | 22,002 | $262.61万 | 0.00% | 22,002 | 新建仓 |
| Virtu Financial LLC | 21,120 | $252.10万 | 0.10% | 21,120 | 新建仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 20,673 | $246.74万 | 0.00% | 20,673 | 新建仓 |
| Sanctuary Advisors, LLC | 17,923 | $213.92万 | 0.01% | -194 | 减仓 |
| Milestones Private Investment Advisors LLC | 17,394 | $207.61万 | 1.83% | 326 | 加仓 |
| Lakeridge Wealth Management LLC | 17,236 | $205.72万 | 0.88% | 265 | 加仓 |
| Catalyst Investment Management LLC | 14,839 | $195.30万 | 2.16% | 216 | 加仓 |
| Equitable Holdings, Inc. | 16,015 | $181.20万 | 0.01% | 773 | 加仓 |
内部人交易（Form 4）
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