13F 机构持仓

HEFA ISHARES TR

HDG MSCI EAFE

持有机构数4492026Q2
26Q126Q2
机构合计持股(股)134,692,0312026Q2
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
2026Q2449134,692,031$63.18亿 3512217027-$1.74亿
2026Q1433137,677,622$58.48亿 3710317525-$5,359.48万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Private Advisor Group, LLC加仓$4,263.75万
Cambridge Investment Research Advisors, Inc.加仓$3,256.92万
GOLDMAN SACHS GROUP INC加仓$1,884.25万
BANK OF AMERICA CORP /DE/加仓$1,168.16万
Rockefeller Capital Management L.P.加仓$634.99万
Cetera Investment Advisers加仓$576.12万
OSAIC HOLDINGS, INC.加仓$522.65万
ARQ WEALTH ADVISORS, LLC加仓$453.46万
Dynasty Wealth Management, LLC加仓$420.11万
JPMORGAN CHASE & CO加仓$412.88万
JONES FINANCIAL COMPANIES LLLP加仓$405.99万
Strategic Financial Concepts, LLC加仓$393.51万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$346.51万
Quotient Wealth Partners, LLC加仓$337.06万
Integrated Wealth Concepts LLC加仓$313.12万
PNC Financial Services Group, Inc.加仓$279.31万
TRUIST FINANCIAL CORP加仓$251.99万
Verde Capital Management加仓$234.22万
RAYMOND JAMES FINANCIAL INC加仓$231.27万
JANE STREET GROUP, LLC新建仓$214.42万

2026Q2 卖出最多

COLDSTREAM CAPITAL MANAGEMENT INC减仓-$6,419.23万
FLOW TRADERS U.S. LLC减仓-$4,214.37万
Mariner, LLC减仓-$3,177.00万
MML INVESTORS SERVICES, LLC减仓-$2,806.19万
ELEVATION POINT WEALTH PARTNERS, LLC减仓-$2,058.23万
Vestmark Advisory Solutions, Inc.减仓-$2,041.71万
Prasad Wealth Partners, LLC减仓-$1,788.99万
PERSPECTIVE WEALTH ADVISORS LLC清仓-$1,112.61万
NorthRock Partners, LLC减仓-$1,100.86万
Waverly Advisors, LLC减仓-$1,092.17万
UNITED CAPITAL FINANCIAL ADVISORS, LLC减仓-$1,023.08万
Independent Advisor Alliance清仓-$1,010.56万
MORGAN STANLEY减仓-$926.33万
ENVESTNET ASSET MANAGEMENT INC减仓-$869.29万
AMERIPRISE FINANCIAL INC减仓-$855.58万
PARTNERS CAPITAL INVESTMENT GROUP, LLP减仓-$749.63万
Clarity Retirement & Wealth, LLC减仓-$529.66万
LPL Financial LLC减仓-$504.54万
Prime Capital Investment Advisors, LLC减仓-$500.63万
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC减仓-$474.43万

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
GOLDMAN SACHS GROUP INC48,492,631$22.76亿0.20%401,544加仓
COLDSTREAM CAPITAL MANAGEMENT INC4,561,052$2.14亿1.72%-1,367,977减仓
ENVESTNET ASSET MANAGEMENT INC4,406,631$2.07亿0.05%-185,251减仓
JPMORGAN CHASE & CO4,310,684$2.01亿0.01%88,421加仓
AMERIPRISE FINANCIAL INC4,090,734$1.92亿0.04%-182,234减仓
MORGAN STANLEY3,584,090$1.68亿0.01%-197,406减仓
Dynasty Wealth Management, LLC3,562,756$1.67亿1.24%89,529加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,528,604$1.66亿0.09%73,843加仓
Quotient Wealth Partners, LLC3,439,589$1.61亿3.81%71,830加仓
LPL Financial LLC3,434,779$1.61亿0.04%-107,520减仓
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,419,467$1.60亿5.66%-159,750减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC3,126,452$1.47亿0.81%-217,965减仓
NorthRock Partners, LLC2,840,162$1.33亿1.93%-234,600减仓
WELLS FARGO & COMPANY/MN2,039,824$9,571.87万0.02%-3,848减仓
NORTHERN TRUST CORP2,012,676$9,444.48万0.01%32,029加仓
BANK OF AMERICA CORP /DE/1,938,755$9,097.61万0.01%248,942加仓
Waverly Advisors, LLC1,694,704$7,952.40万0.46%-232,749减仓
Cetera Investment Advisers1,532,638$7,191.90万0.07%122,774加仓
OSAIC HOLDINGS, INC.1,360,026$6,383.08万0.07%111,359加仓
Cambridge Investment Research Advisors, Inc.1,339,894$6,287.40万0.07%694,074加仓
PNC Financial Services Group, Inc.1,092,847$5,128.18万0.03%59,523加仓
RAYMOND JAMES FINANCIAL INC986,887$4,630.97万0.01%49,285加仓
Jordan Park Group LLC980,903$4,602.89万2.33%-14,485减仓
Private Advisor Group, LLC965,338$4,529.85万0.21%908,631加仓
Verde Capital Management881,454$4,136.23万7.65%49,914加仓
US BANCORP \DE\779,571$3,658.14万0.04%-1,338减仓
Blankinship & Foster, LLC768,531$3,606.33万7.28%-20,573减仓
SACHEM HILL LLC698,847$3,279.34万5.83%5,775加仓
Crumly & Associates Inc.618,984$2,904.58万5.56%2,318加仓
UBS Group AG551,360$2,587.26万0.00%40,979加仓
MML INVESTORS SERVICES, LLC537,596$2,522.67万0.05%-598,017减仓
ACT WEALTH MANAGEMENT, LLC519,062$2,435.70万7.16%1,368加仓
BOKF, NA477,453$2,240.45万0.31%-3,750减仓
JONES FINANCIAL COMPANIES LLLP421,122$1,955.27万0.01%87,442加仓
Tulsa Wealth Advisors, INC415,311$1,948.85万2.74%-11,774减仓
Odyssey Group, LLC390,192$1,830.98万4.96%——
Paradigm, Strategies in Wealth Management, LLC380,965$1,787.68万10.89%-15,726减仓
COMMONWEALTH EQUITY SERVICES, LLC358,522$1,682.37万0.02%-559减仓
Csenge Advisory Group358,335$1,681.49万0.68%4,702加仓
Denver PWM, LLC345,322$1,650.98万5.40%12,389加仓
WESCAP Management Group, Inc.344,434$1,616.26万3.02%-5,887减仓
Lighthouse Wealth Management Inc.340,990$1,600.09万9.94%-3,565减仓
ROYAL BANK OF CANADA340,245$1,596.70万0.00%6,490加仓
PCA Investment Advisory Services Inc.322,766$1,514.58万4.23%26,825加仓
Rockefeller Capital Management L.P.303,416$1,423.78万0.02%135,320加仓
Vertex Planning Partners, LLC301,850$1,416.43万2.10%44,877加仓
CX Institutional274,278$1,287.10万0.37%928加仓
Modern Wealth Management, LLC271,866$1,275.73万0.15%-48,211减仓
Cyr Financial Inc.262,328$1,230.97万6.41%13,907加仓
Bank of New York Mellon Corp253,778$1,190.85万0.00%-1,302减仓

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