HFSI HARTFORD FDS EXCHANGE TRADED
STRATEGIC INCOME
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 | 82 | 21,317,954 | $7.49亿 | 17 | 50 | 10 | 4 | $1.47亿 |
| 2026Q1 | 68 | 17,134,166 | $5.95亿 | 15 | 38 | 11 | 3 | $2.73亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| New England Capital Financial Advisors LLC | 加仓 | $7,738.99万 |
| BANK OF AMERICA CORP /DE/ | 新建仓 | $4,240.66万 |
| BENJAMIN EDWARDS INC | 新建仓 | $3,372.49万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,280.09万 |
| Wealthspire Retirement, LLC | 新建仓 | $2,086.95万 |
| ROYAL BANK OF CANADA | 加仓 | $1,338.35万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,160.09万 |
| Mutual Advisors, LLC | 新建仓 | $772.62万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $742.57万 |
| TRUIST FINANCIAL CORP | 新建仓 | $560.86万 |
| Retirement Planning Group, LLC | 加仓 | $353.21万 |
| CITIZENS FINANCIAL GROUP INC/RI | 加仓 | $353.09万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $338.71万 |
| Live Oak Investment Partners | 加仓 | $270.07万 |
| Modern Wealth Management, LLC | 加仓 | $262.66万 |
| Retirement Management Systems Inc. | 加仓 | $245.10万 |
| MGO ONE SEVEN LLC | 加仓 | $230.69万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $219.22万 |
| Sanctuary Advisors, LLC | 加仓 | $186.75万 |
| Sonoma Allocations LLC | 加仓 | $174.08万 |
2026Q1 卖出最多
| SURIENCE PRIVATE WEALTH LLC | 减仓 | -$150.68万 |
| Bleakley Financial Group, LLC | 减仓 | -$145.95万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$130.35万 |
| Hartford Funds Management Co LLC | 减仓 | -$120.14万 |
| CORE WEALTH ADVISORS, LLC | 减仓 | -$74.08万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$63.51万 |
| D.A. DAVIDSON & CO. | 清仓 | -$26.75万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$8.37万 |
| Kestra Advisory Services, LLC | 清仓 | -$3.92万 |
| Meridian Financial Advisors, LLC | 减仓 | -$3.47万 |
| MORGAN STANLEY | 减仓 | -$1.26万 |
| Bright Futures Wealth Management, LLC. | 减仓 | -$9,131 |
| Allworth Financial LP | 清仓 | -$7,096 |
| Geneos Wealth Management Inc. | 减仓 | -$3,541 |
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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 2,544,936 | $8,836.02万 | 24.19% | 2,228,972 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,123,291 | $7,372.07万 | 0.05% | 334,128 | 加仓 |
| Hartford Funds Management Co LLC | 1,536,590 | $5,335.04万 | 4.63% | -34,603 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,221,387 | $4,240.66万 | 0.00% | 1,221,387 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 1,188,578 | $4,126.75万 | 0.01% | 656,707 | 加仓 |
| BENJAMIN EDWARDS INC | 971,387 | $3,372.49万 | 0.34% | 971,387 | 新建仓 |
| Retirement Management Systems Inc. | 723,138 | $2,510.74万 | 6.05% | 70,594 | 加仓 |
| Modern Wealth Management, LLC | 706,004 | $2,455.48万 | 0.42% | 75,521 | 加仓 |
| Bleakley Financial Group, LLC | 613,012 | $2,128.38万 | 0.33% | -42,036 | 减仓 |
| Wealthspire Retirement, LLC | 601,079 | $2,086.95万 | 1.25% | 601,079 | 新建仓 |
| OSAIC HOLDINGS, INC. | 462,425 | $1,605.52万 | 0.02% | 20,774 | 加仓 |
| Centric Wealth Management | 411,612 | $1,443.52万 | 2.83% | 25,705 | 加仓 |
| ROYAL BANK OF CANADA | 385,812 | $1,339.50万 | 0.00% | 385,482 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 344,031 | $1,194.48万 | 0.00% | 213,875 | 重新持有 |
| Live Oak Investment Partners | 255,507 | $887.12万 | 5.24% | 77,784 | 加仓 |
| STIFEL FINANCIAL CORP | 240,236 | $834.10万 | 0.01% | 18,451 | 加仓 |
| Mutual Advisors, LLC | 222,529 | $772.62万 | 0.17% | 222,529 | 新建仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 216,447 | $754.76万 | 0.11% | 101,257 | 加仓 |
| MGO ONE SEVEN LLC | 211,083 | $732.88万 | 0.15% | 66,443 | 加仓 |
| WNY Asset Management, LLC | 180,087 | $625.26万 | 0.65% | — | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 164,391 | $570.76万 | 0.01% | 63,139 | 加仓 |
| TRUIST FINANCIAL CORP | 161,539 | $560.86万 | 0.01% | 161,539 | 新建仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 160,652 | $560.11万 | 0.01% | -37,388 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 149,037 | $516.71万 | 0.00% | 97,694 | 加仓 |
| Sanctuary Advisors, LLC | 136,366 | $473.46万 | 0.03% | 53,786 | 加仓 |
| Retirement Planning Group, LLC | 122,142 | $424.08万 | 0.13% | 101,731 | 加仓 |
| Summit Financial, LLC | 118,319 | $412.61万 | 0.05% | 3,481 | 加仓 |
| Sonoma Allocations LLC | 92,595 | $323.06万 | 1.12% | 49,894 | 加仓 |
| CORE WEALTH ADVISORS, LLC | 84,557 | $293.58万 | 2.26% | -21,335 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 78,743 | $273.40万 | 0.01% | -2,410 | 减仓 |
| Strategic Blueprint, LLC | 71,521 | $248.32万 | 0.14% | 7,900 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 67,286 | $233.62万 | 0.06% | 1,283 | 加仓 |
| JPMORGAN CHASE & CO | 57,727 | $199.74万 | 0.00% | 3,789 | 加仓 |
| Kovack Advisors, Inc. | 49,369 | $171.69万 | 0.09% | 2,096 | 加仓 |
| &PARTNERS | 41,610 | $144.47万 | 0.01% | 41,610 | 新建仓 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 34,126 | $118.49万 | 0.12% | 10,600 | 加仓 |
| Steward Partners Investment Advisory, LLC | 31,215 | $108.38万 | 0.01% | 24,563 | 加仓 |
| Hobart Private Capital, LLC | 26,668 | $92.59万 | 0.18% | 41 | 加仓 |
| Gateway Wealth Partners, LLC | 24,950 | $86.63万 | 0.03% | 14,315 | 加仓 |
| Marks Group Wealth Management, Inc | 23,579 | $81.87万 | 0.08% | 23,579 | 新建仓 |
| NATIXIS ADVISORS, LLC | 22,737 | $78.90万 | 0.00% | 22,737 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 22,429 | $77.87万 | 0.00% | 12,308 | 加仓 |
| Arkadios Wealth Advisors | 21,441 | $74.44万 | 0.01% | 4,224 | 加仓 |
| Mariner, LLC | 21,038 | $73.04万 | 0.00% | 1,828 | 加仓 |
| AdvisorNet Financial, Inc | 19,159 | $66.52万 | 0.03% | 409 | 加仓 |
| SURIENCE PRIVATE WEALTH LLC | 17,963 | $62.37万 | 0.67% | -43,400 | 减仓 |
| Cetera Investment Advisers | 17,426 | $60.50万 | 0.00% | 17,426 | 新建仓 |
| Destiny Capital Corp/CO | 17,212 | $59.76万 | 0.32% | 17,212 | 新建仓 |
| UPTICK PARTNERS, LLC | 15,818 | $54.92万 | 0.11% | 15,818 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 13,519 | $46.94万 | 0.01% | 13,519 | 新建仓 |
内部人交易（Form 4）
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