HTAB HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
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 | 48 | 12,404,300 | $2.38亿 | 3 | 21 | 17 | 3 | -$105.05万 |
| 2026Q1 | 47 | 12,231,876 | $2.32亿 | 4 | 25 | 14 | 7 | $150.74万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| JANE STREET GROUP, LLC | 加仓 | $289.85万 |
| CPC Advisors, LLC | 加仓 | $247.40万 |
| TRUIST FINANCIAL CORP | 加仓 | $118.87万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $58.36万 |
| NATIXIS ADVISORS, LLC | 加仓 | $51.43万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $40.73万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | $38.63万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $32.82万 |
| Equitable Holdings, Inc. | 新建仓 | $21.09万 |
| Cetera Investment Advisers | 加仓 | $18.37万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $13.72万 |
| Capital Asset Advisory Services LLC | 加仓 | $13.57万 |
| Arete Wealth Advisors, LLC | 加仓 | $12.02万 |
| Kestra Advisory Services, LLC | 加仓 | $8.86万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $8.51万 |
| &PARTNERS | 加仓 | $6.97万 |
| YARGER WEALTH STRATEGIES, LLC | 加仓 | $4.63万 |
| USAdvisors Wealth Management, LLC | 加仓 | $3.38万 |
| OSAIC HOLDINGS, INC. | 加仓 | $3.24万 |
| Integrated Wealth Concepts LLC | 新建仓 | $2.33万 |
2026Q2 卖出最多
| LPL Financial LLC | 减仓 | -$435.73万 |
| Bank of New York Mellon Corp | 减仓 | -$192.87万 |
| Independent Advisor Alliance | 清仓 | -$89.47万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$64.45万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$61.26万 |
| IAG Wealth Partners, LLC | 减仓 | -$53.00万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$40.04万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$39.70万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$34.33万 |
| Amplius Wealth Advisors, LLC | 减仓 | -$28.83万 |
| Main Street Financial Solutions, LLC | 清仓 | -$21.10万 |
| ROYAL BANK OF CANADA | 减仓 | -$10.79万 |
| Keystone Financial Services, LLC | 减仓 | -$8.97万 |
| WEST MICHIGAN ADVISORS, LLC | 减仓 | -$8.72万 |
| Wealthspire Advisors, LLC | 减仓 | -$4.20万 |
| HighTower Advisors, LLC | 减仓 | -$4.19万 |
| Element Wealth, LLC | 减仓 | -$2.19万 |
| Leelyn Smith, LLC | 减仓 | -$1.37万 |
| LifeGoal Investments, LLC | 减仓 | -$1.26万 |
| STIFEL FINANCIAL CORP | 减仓 | -$5,160 |
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 |
|---|---|---|---|---|---|
| CPC Advisors, LLC | 2,149,572 | $4,123.33万 | 5.56% | 128,975 | 加仓 |
| Bank of New York Mellon Corp | 2,085,861 | $4,001.12万 | 0.01% | -100,547 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 946,182 | $1,814.97万 | 0.00% | 7,155 | 加仓 |
| LPL Financial LLC | 925,807 | $1,775.89万 | 0.00% | -227,155 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 924,489 | $1,773.36万 | 0.00% | 21,235 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 749,155 | $1,437.04万 | 0.01% | -17,897 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 669,960 | $1,289.00万 | 0.01% | 4,421 | 加仓 |
| Wealthspire Advisors, LLC | 538,467 | $1,032.89万 | 0.06% | -2,189 | 减仓 |
| YARGER WEALTH STRATEGIES, LLC | 480,097 | $916.99万 | 3.29% | 2,426 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 322,980 | $619.54万 | 0.00% | 30,426 | 加仓 |
| Cetera Investment Advisers | 319,584 | $613.03万 | 0.01% | 9,578 | 加仓 |
| TRUIST FINANCIAL CORP | 314,986 | $604.21万 | 0.01% | 61,971 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 264,611 | $507.58万 | 0.08% | 20,136 | 重新持有 |
| Capital Asset Advisory Services LLC | 247,337 | $474.44万 | 0.17% | 7,072 | 加仓 |
| Wealthcare Advisory Partners LLC | 186,550 | $357.84万 | 0.07% | -20,874 | 减仓 |
| JANE STREET GROUP, LLC | 178,640 | $342.67万 | 0.00% | 151,106 | 加仓 |
| OSAIC HOLDINGS, INC. | 163,103 | $312.86万 | 0.00% | 1,689 | 加仓 |
| ROYAL BANK OF CANADA | 114,260 | $219.20万 | 0.00% | -5,623 | 减仓 |
| Kestra Advisory Services, LLC | 98,288 | $189.15万 | 0.01% | 4,605 | 加仓 |
| Element Wealth, LLC | 95,621 | $183.42万 | 0.69% | -1,142 | 减仓 |
| IAG Wealth Partners, LLC | 86,184 | $165.32万 | 0.16% | -27,628 | 减仓 |
| NATIXIS ADVISORS, LLC | 66,362 | $127.20万 | 0.00% | 26,834 | 加仓 |
| STIFEL FINANCIAL CORP | 41,474 | $79.56万 | 0.00% | -269 | 减仓 |
| Stonebridge Financial Group, LLC | 32,116 | $61.61万 | 0.05% | 0 | 不变 |
| DAVENPORT & Co LLC | 31,190 | $59.83万 | 0.00% | 170 | 加仓 |
| Patriot Financial Group Insurance Agency, LLC | 30,771 | $59.03万 | 0.06% | -33,601 | 减仓 |
| Leelyn Smith, LLC | 28,732 | $55.11万 | 0.07% | -716 | 减仓 |
| Arete Wealth Advisors, LLC | 26,418 | $50.67万 | 0.03% | 6,269 | 加仓 |
| &PARTNERS | 25,848 | $49.58万 | 0.00% | 3,636 | 加仓 |
| LifeGoal Investments, LLC | 25,392 | $48.71万 | 0.22% | -657 | 减仓 |
| USAdvisors Wealth Management, LLC | 25,082 | $48.10万 | 0.14% | 1,765 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 24,760 | $47.49万 | 0.01% | 42 | 加仓 |
| WEST MICHIGAN ADVISORS, LLC | 24,105 | $46.39万 | 0.09% | -4,529 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,986 | $36.42万 | 0.00% | -31,938 | 减仓 |
| Opal Wealth Advisors, LLC | 18,555 | $35.59万 | 0.08% | 633 | 加仓 |
| Keystone Financial Services, LLC | 17,606 | $33.77万 | 0.20% | -4,677 | 减仓 |
| OLD MISSION CAPITAL LLC | 17,112 | $32.82万 | 0.01% | 17,112 | 新建仓 |
| HighTower Advisors, LLC | 15,817 | $30.34万 | 0.00% | -2,182 | 减仓 |
| Amplius Wealth Advisors, LLC | 13,579 | $26.05万 | 0.02% | -15,027 | 减仓 |
| MML INVESTORS SERVICES, LLC | 12,832 | $24.61万 | 0.00% | 190 | 重新持有 |
| Fermata Advisors, LLC | 11,631 | $22.31万 | 0.05% | 0 | 不变 |
| Equitable Holdings, Inc. | 10,994 | $21.09万 | 0.00% | 10,994 | 新建仓 |
| Steward Partners Investment Advisory, LLC | 7,202 | $13.82万 | 0.00% | 578 | 加仓 |
| Rockefeller Capital Management L.P. | 6,038 | $11.58万 | 0.00% | 0 | 不变 |
| PlanVest Financial, Inc | 3,668 | $7.04万 | 0.05% | 0 | 不变 |
| MORGAN STANLEY | 3,080 | $5.91万 | 0.00% | 6 | 加仓 |
| Westside Investment Management, Inc. | 2,000 | $3.84万 | 0.01% | 0 | 不变 |
| Integrated Wealth Concepts LLC | 1,216 | $2.33万 | 0.00% | 1,216 | 新建仓 |
内部人交易（Form 4）
HTAB 董事、高管和大股东的最新买卖申报。专业版可看 🔒