HEFA ISHARES TR
HDG MSCI EAFE
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 | 449 | 134,692,031 | $63.18亿 | 35 | 122 | 170 | 27 | -$1.74亿 |
| 2026Q1 | 433 | 137,677,622 | $58.48亿 | 37 | 103 | 175 | 25 | -$5,359.48万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1.34亿 |
| FLOW TRADERS U.S. LLC | 重新持有 | $2,509.51万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 新建仓 | $2,226.92万 |
| Vestmark Advisory Solutions, Inc. | 新建仓 | $2,204.70万 |
| Tulsa Wealth Advisors, INC | 新建仓 | $1,814.90万 |
| NorthRock Partners, LLC | 加仓 | $1,538.18万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 加仓 | $1,157.09万 |
| Independent Advisor Alliance | 新建仓 | $1,010.56万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $840.47万 |
| Crumly & Associates Inc. | 加仓 | $688.18万 |
| MORGAN STANLEY | 加仓 | $643.40万 |
| Keystone Financial Group | 加仓 | $609.94万 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 加仓 | $581.95万 |
| Advyzon Investment Management, LLC | 新建仓 | $430.60万 |
| ALLIANCEBERNSTEIN L.P. | 新建仓 | $413.88万 |
| PNC Financial Services Group, Inc. | 加仓 | $373.33万 |
| Strategic Financial Concepts, LLC | 新建仓 | $344.56万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $338.26万 |
| TRUIST FINANCIAL CORP | 加仓 | $337.03万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $334.88万 |
2026Q1 卖出最多
| GOLDMAN SACHS GROUP INC | 减仓 | -$9,781.99万 |
| First Interstate Bank | 减仓 | -$5,475.32万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$2,685.78万 |
| Waverly Advisors, LLC | 减仓 | -$2,394.35万 |
| UBS Group AG | 减仓 | -$2,103.33万 |
| Rockefeller Capital Management L.P. | 减仓 | -$1,971.79万 |
| Valeo Financial Advisors, LLC | 减仓 | -$1,686.66万 |
| Ameritas Investment Partners, Inc. | 减仓 | -$1,243.33万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$1,229.61万 |
| OneDigital Investment Advisors LLC | 减仓 | -$767.88万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 减仓 | -$765.00万 |
| Thrivent Financial for Lutherans | 减仓 | -$754.08万 |
| JPMORGAN CHASE & CO | 减仓 | -$565.97万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$562.52万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$524.69万 |
| CITADEL ADVISORS LLC | 重新持有 | -$468.99万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$463.78万 |
| Mariner, LLC | 减仓 | -$459.13万 |
| Quotient Wealth Partners, LLC | 减仓 | -$435.60万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$415.53万 |
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 48,091,087 | $20.44亿 | 0.23% | -2,301,915 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,929,029 | $2.52亿 | 3.10% | 272,288 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,591,882 | $1.95亿 | 0.05% | 3,142,741 | 加仓 |
| AMERIPRISE FINANCIAL INC | 4,272,968 | $1.82亿 | 0.04% | -631,807 | 减仓 |
| JPMORGAN CHASE & CO | 4,222,263 | $1.75亿 | 0.01% | -136,345 | 减仓 |
| MORGAN STANLEY | 3,781,496 | $1.61亿 | 0.01% | 151,407 | 加仓 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3,579,217 | $1.52亿 | 5.73% | 136,946 | 加仓 |
| LPL Financial LLC | 3,542,299 | $1.51亿 | 0.04% | -80,502 | 减仓 |
| Dynasty Wealth Management, LLC | 3,473,227 | $1.48亿 | 1.28% | -80,635 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,454,761 | $1.47亿 | 0.09% | -97,784 | 减仓 |
| Quotient Wealth Partners, LLC | 3,367,759 | $1.43亿 | 3.77% | -102,505 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,344,417 | $1.42亿 | 0.88% | -179,821 | 减仓 |
| NorthRock Partners, LLC | 3,074,762 | $1.31亿 | 2.07% | 361,968 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,043,672 | $8,684.58万 | 0.02% | -62,305 | 减仓 |
| NORTHERN TRUST CORP | 1,980,647 | $8,416.76万 | 0.01% | -9,793 | 减仓 |
| Waverly Advisors, LLC | 1,927,453 | $8,190.71万 | 0.61% | -563,442 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,689,813 | $7,180.86万 | 0.01% | -132,373 | 减仓 |
| Cetera Investment Advisers | 1,409,864 | $5,991.22万 | 0.06% | 62,922 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,248,667 | $5,307.25万 | 0.08% | -109,116 | 减仓 |
| MML INVESTORS SERVICES, LLC | 1,135,613 | $4,825.79万 | 0.13% | -123,470 | 减仓 |
| PNC Financial Services Group, Inc. | 1,033,324 | $4,391.11万 | 0.03% | 87,852 | 加仓 |
| Jordan Park Group LLC | 995,388 | $4,229.04万 | 2.25% | -11,245 | 减仓 |
| FLOW TRADERS U.S. LLC | 984,500 | $4,183.60万 | 1.32% | 590,547 | 重新持有 |
| RAYMOND JAMES FINANCIAL INC | 937,602 | $3,984.34万 | 0.01% | 61,412 | 加仓 |
| Mariner, LLC | 881,418 | $3,745.58万 | 0.04% | -108,043 | 减仓 |
| Verde Capital Management | 831,540 | $3,533.63万 | 7.56% | 57,007 | 加仓 |
| Blankinship & Foster, LLC | 789,104 | $3,353.30万 | 7.41% | -21,222 | 减仓 |
| US BANCORP \DE\ | 780,909 | $3,318.48万 | 0.04% | -40,585 | 减仓 |
| SACHEM HILL LLC | 693,072 | $2,945.21万 | 5.70% | -2,578 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 645,820 | $2,744.40万 | 0.07% | 197,781 | 加仓 |
| Crumly & Associates Inc. | 616,666 | $2,620.52万 | 5.51% | 161,944 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 524,043 | $2,226.92万 | 0.52% | 524,043 | 新建仓 |
| Vestmark Advisory Solutions, Inc. | 518,815 | $2,204.70万 | 0.24% | 518,815 | 新建仓 |
| ACT WEALTH MANAGEMENT, LLC | 517,694 | $2,199.94万 | 7.39% | -2,217 | 减仓 |
| UBS Group AG | 510,381 | $2,168.86万 | 0.00% | -494,960 | 减仓 |
| BOKF, NA | 481,203 | $2,044.87万 | 0.31% | 41,115 | 加仓 |
| Prasad Wealth Partners, LLC | 441,387 | $1,875.67万 | 5.11% | 5,467 | 加仓 |
| Tulsa Wealth Advisors, INC | 427,085 | $1,814.90万 | 3.18% | 427,085 | 新建仓 |
| Paradigm, Strategies in Wealth Management, LLC | 396,691 | $1,685.74万 | 11.44% | -37,877 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 359,081 | $1,525.92万 | 0.02% | -76,349 | 减仓 |
| Csenge Advisory Group | 353,633 | $1,502.76万 | 0.69% | -22,039 | 减仓 |
| WESCAP Management Group, Inc. | 350,321 | $1,488.69万 | 2.93% | 6,935 | 加仓 |
| Denver PWM, LLC | 332,933 | $1,487.21万 | 5.07% | -71,386 | 减仓 |
| Lighthouse Wealth Management Inc. | 344,555 | $1,464.18万 | 9.95% | 11,964 | 加仓 |
| ROYAL BANK OF CANADA | 333,755 | $1,418.30万 | 0.00% | -10,865 | 减仓 |
| Modern Wealth Management, LLC | 320,077 | $1,379.85万 | 0.24% | -3,486 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 333,680 | $1,375.43万 | 0.01% | 81,243 | 加仓 |
| Prime Capital Investment Advisors, LLC | 311,823 | $1,325.09万 | 0.15% | -15,783 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 305,201 | $1,296.95万 | 0.05% | — | — |
| PCA Investment Advisory Services Inc. | 295,941 | $1,257.60万 | 4.20% | 35,907 | 加仓 |
内部人交易（Form 4）
HEFA 董事、高管和大股东的最新买卖申报。专业版可看 🔒