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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $3,114.64万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,673.41万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,387.04万 |
| OSAIC HOLDINGS, INC. | 加仓 | $908.24万 |
| Focus Partners Wealth | 新建仓 | $897.74万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 新建仓 | $821.19万 |
| LPL Financial LLC | 新建仓 | $741.50万 |
| New England Capital Financial Advisors LLC | 加仓 | $693.82万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $581.51万 |
| Private Advisor Group, LLC | 新建仓 | $571.08万 |
| Retirement Management Systems Inc. | 加仓 | $385.51万 |
| Diversify Advisory Services, LLC | 新建仓 | $360.09万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $360.09万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $281.79万 |
| Sonoma Allocations LLC | 加仓 | $277.38万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $240.05万 |
| STIFEL FINANCIAL CORP | 加仓 | $238.62万 |
| Modern Wealth Management, LLC | 加仓 | $237.80万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $229.86万 |
| Retirement Planning Group, LLC | 加仓 | $185.93万 |
2026Q2 卖出最多
| Summit Financial, LLC | 减仓 | -$394.04万 |
| WNY Asset Management, LLC | 减仓 | -$250.56万 |
| CORE WEALTH ADVISORS, LLC | 减仓 | -$234.05万 |
| Gateway Wealth Partners, LLC | 清仓 | -$86.63万 |
| MGO ONE SEVEN LLC | 减仓 | -$31.39万 |
| Marks Group Wealth Management, Inc | 减仓 | -$25.72万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$22.57万 |
| BENJAMIN EDWARDS INC | 减仓 | -$10.14万 |
| Arkadios Wealth Advisors | 减仓 | -$3.83万 |
| Ascentis Independent Advisors | 清仓 | -$3.50万 |
| Hobart Private Capital, LLC | 减仓 | -$2.78万 |
| Meridian Financial Advisors, LLC | 减仓 | -$1.70万 |
| Farther Finance Advisors, LLC | 清仓 | -$1.10万 |
| Wealthspire Retirement, LLC | 减仓 | -$5,543 |
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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 2,742,268 | $9,641.82万 | 23.05% | 197,332 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,599,232 | $9,138.90万 | 0.05% | 475,941 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,107,234 | $7,409.03万 | 0.00% | 885,847 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,583,072 | $5,566.08万 | 0.02% | 394,494 | 加仓 |
| Hartford Funds Management Co LLC | 1,559,242 | $5,482.29万 | 4.39% | 22,652 | 加仓 |
| BENJAMIN EDWARDS INC | 968,502 | $3,405.13万 | 0.31% | -2,885 | 减仓 |
| Retirement Management Systems Inc. | 832,783 | $2,928.07万 | 5.99% | 109,645 | 加仓 |
| Modern Wealth Management, LLC | 773,637 | $2,720.11万 | 0.32% | 67,633 | 加仓 |
| OSAIC HOLDINGS, INC. | 720,743 | $2,534.11万 | 0.03% | 258,318 | 加仓 |
| Bleakley Financial Group, LLC | 643,146 | $2,261.30万 | 0.29% | 30,134 | 加仓 |
| Wealthspire Retirement, LLC | 600,921 | $2,108.03万 | 1.16% | -158 | 减仓 |
| Centric Wealth Management | 411,612 | $1,443.52万 | 2.25% | 0 | 不变 |
| ROYAL BANK OF CANADA | 389,715 | $1,370.20万 | 0.00% | 3,903 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 372,711 | $1,310.45万 | 0.00% | 28,680 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 313,490 | $1,108.50万 | 0.00% | 164,453 | 加仓 |
| STIFEL FINANCIAL CORP | 308,104 | $1,083.29万 | 0.01% | 67,868 | 加仓 |
| Live Oak Investment Partners | 266,848 | $938.24万 | 5.05% | 11,341 | 加仓 |
| Focus Partners Wealth | 255,309 | $897.74万 | 0.01% | 255,309 | 新建仓 |
| Mutual Advisors, LLC | 244,505 | $859.68万 | 0.16% | 21,976 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 233,559 | $821.19万 | 0.13% | 233,559 | 新建仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 225,038 | $795.01万 | 0.10% | 8,591 | 加仓 |
| LPL Financial LLC | 210,893 | $741.50万 | 0.00% | 210,893 | 新建仓 |
| MGO ONE SEVEN LLC | 202,154 | $710.77万 | 0.12% | -8,929 | 减仓 |
| TRUIST FINANCIAL CORP | 194,597 | $684.20万 | 0.01% | 33,058 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 178,985 | $629.31万 | 0.01% | 14,594 | 加仓 |
| Retirement Planning Group, LLC | 175,023 | $615.38万 | 0.16% | 52,881 | 加仓 |
| Sonoma Allocations LLC | 171,553 | $602.67万 | 1.87% | 78,958 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 167,236 | $586.58万 | 0.01% | 6,584 | 加仓 |
| Private Advisor Group, LLC | 162,423 | $571.08万 | 0.03% | 162,423 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 158,900 | $558.60万 | 0.01% | 80,157 | 加仓 |
| Sanctuary Advisors, LLC | 144,428 | $507.81万 | 0.02% | 8,062 | 加仓 |
| WNY Asset Management, LLC | 108,824 | $382.62万 | 0.34% | -71,263 | 减仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 103,237 | $360.09万 | 0.06% | 103,237 | 新建仓 |
| Diversify Advisory Services, LLC | 103,237 | $360.09万 | 0.06% | 103,237 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 90,702 | $318.91万 | 0.01% | 68,273 | 加仓 |
| Strategic Blueprint, LLC | 84,593 | $297.43万 | 0.15% | 13,072 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 76,730 | $269.78万 | 0.06% | 9,444 | 加仓 |
| JPMORGAN CHASE & CO | 65,622 | $231.22万 | 0.00% | 7,895 | 加仓 |
| Beacon Pointe Advisors, LLC | 65,375 | $229.86万 | 0.01% | 65,375 | 新建仓 |
| NATIXIS ADVISORS, LLC | 63,397 | $222.90万 | 0.00% | 40,660 | 加仓 |
| Kovack Advisors, Inc. | 51,047 | $179.24万 | 0.09% | 1,678 | 加仓 |
| &PARTNERS | 43,039 | $152.52万 | 0.01% | 1,429 | 加仓 |
| Destiny Capital Corp/CO | 37,985 | $133.55万 | 0.62% | 20,773 | 加仓 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 37,306 | $131.17万 | 0.13% | 3,180 | 加仓 |
| EP Wealth Advisors, LLC | 36,063 | $126.80万 | 0.00% | 36,063 | 新建仓 |
| Cetera Investment Advisers | 33,986 | $119.49万 | 0.00% | 16,560 | 加仓 |
| Steward Partners Investment Advisory, LLC | 31,643 | $111.26万 | 0.01% | 428 | 加仓 |
| Hobart Private Capital, LLC | 25,876 | $90.98万 | 0.16% | -792 | 减仓 |
| Mariner, LLC | 22,417 | $78.82万 | 0.00% | 1,379 | 加仓 |
| AdvisorNet Financial, Inc | 22,095 | $77.68万 | 0.04% | 2,936 | 加仓 |
内部人交易(Form 4)
HFSI 董事、高管和大股东的最新买卖申报。专业版可看 🔒