IBDW ISHARES TR
IBONDS DEC 2031
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 | 291 | 93,524,007 | $19.49亿 | 23 | 170 | 47 | 21 | $1.37亿 |
| 2026Q1 | 290 | 87,736,497 | $18.36亿 | 38 | 175 | 35 | 10 | $1.49亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,146.36万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,060.27万 |
| HighTower Advisors, LLC | 加仓 | $1,177.10万 |
| Cornerstone Planning, LLC | 新建仓 | $936.52万 |
| MORGAN STANLEY | 加仓 | $799.92万 |
| SPRENG CAPITAL MANAGEMENT, INC. | 新建仓 | $797.85万 |
| UBS Group AG | 加仓 | $480.20万 |
| CAPITAL ADVISORS INC/OK | 加仓 | $475.44万 |
| Venture Visionary Partners LLC | 加仓 | $445.13万 |
| Equitable Holdings, Inc. | 新建仓 | $434.39万 |
| JANE STREET GROUP, LLC | 重新持有 | $418.69万 |
| Chicago Partners Investment Group LLC | 加仓 | $413.17万 |
| Capital Investment Advisors, LLC | 加仓 | $405.89万 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 新建仓 | $401.47万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $331.16万 |
| Aptus Capital Advisors, LLC | 加仓 | $277.78万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $275.54万 |
| MV CAPITAL MANAGEMENT, INC. | 加仓 | $274.00万 |
| First National Trust Co | 加仓 | $268.31万 |
| WOODMONT INVESTMENT COUNSEL LLC | 加仓 | $256.09万 |
2026Q1 卖出最多
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$2,159.13万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,278.09万 |
| Keeler Thomas Management LLC | 减仓 | -$437.69万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$426.02万 |
| STIFEL FINANCIAL CORP | 减仓 | -$370.41万 |
| Whalen Wealth Management Inc. | 清仓 | -$341.57万 |
| Motley Fool Wealth Management, LLC | 减仓 | -$247.62万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$174.54万 |
| CITADEL ADVISORS LLC | 减仓 | -$139.00万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$120.40万 |
| Walleye Partners, LLC | 清仓 | -$114.08万 |
| NewEdge Advisors, LLC | 减仓 | -$53.39万 |
| StoneX Group Inc. | 清仓 | -$51.25万 |
| Fortis Capital Management LLC | 清仓 | -$39.75万 |
| Freestone Capital Holdings, LLC | 减仓 | -$38.48万 |
| Lido Advisors, LLC | 减仓 | -$32.68万 |
| EP Wealth Advisors, LLC | 减仓 | -$31.43万 |
| CGN Advisors LLC | 减仓 | -$27.23万 |
| DRIVE WEALTH MANAGEMENT, LLC | 减仓 | -$23.72万 |
| Integrated Wealth Concepts LLC | 减仓 | -$23.17万 |
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,393,304 | $1.55亿 | 1.22% | 132,719 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 5,166,787 | $1.08亿 | 0.01% | 984,361 | 加仓 |
| MORGAN STANLEY | 5,058,827 | $1.06亿 | 0.01% | 382,187 | 加仓 |
| Capital Investment Advisors, LLC | 3,841,541 | $8,040.35万 | 1.18% | 193,928 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 3,566,527 | $7,464.74万 | 0.02% | 1,025,497 | 加仓 |
| CAPITAL ADVISORS INC/OK | 3,316,750 | $6,941.96万 | 1.12% | 227,155 | 加仓 |
| Venture Visionary Partners LLC | 2,853,427 | $5,972.22万 | 1.99% | 212,676 | 加仓 |
| Sarver Vrooman Wealth Advisors | 2,194,181 | $4,592.42万 | 28.29% | 8,659 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,080,313 | $4,354.10万 | 0.01% | -203,545 | 减仓 |
| ROYAL BANK OF CANADA | 2,058,364 | $4,308.10万 | 0.01% | 109,341 | 加仓 |
| Summit Financial, LLC | 1,900,235 | $3,977.19万 | 0.51% | 73,739 | 加仓 |
| UBS Group AG | 1,894,630 | $3,965.46万 | 0.01% | 229,432 | 加仓 |
| SIGMA INVESTMENT COUNSELORS INC | 1,816,012 | $3,800.91万 | 2.01% | 62,327 | 加仓 |
| HighTower Advisors, LLC | 1,773,629 | $3,712.20万 | 0.04% | 562,399 | 加仓 |
| Advisors Capital Management, LLC | 1,749,262 | $3,661.21万 | 0.43% | 85,144 | 加仓 |
| Klingman & Associates, LLC | 1,699,798 | $3,557.68万 | 1.70% | 119,450 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,607,751 | $3,365.13万 | 0.01% | -610,628 | 减仓 |
| SUMMITRY LLC | 1,604,622 | $3,358.47万 | 1.18% | 55,465 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 1,182,844 | $2,475.69万 | 1.68% | 63,630 | 加仓 |
| NewEdge Advisors, LLC | 1,170,337 | $2,449.51万 | 0.09% | -25,509 | 减仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 936,335 | $1,959.75万 | 1.21% | 122,356 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 912,123 | $1,909.07万 | 1.87% | 130,911 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 909,529 | $1,903.64万 | 0.03% | -1,031,595 | 减仓 |
| US BANCORP \DE\ | 891,295 | $1,865.48万 | 0.02% | 42,472 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 769,745 | $1,611.08万 | 0.02% | -83,391 | 减仓 |
| EP Wealth Advisors, LLC | 731,129 | $1,530.25万 | 0.08% | -15,017 | 减仓 |
| Arrow Financial Corp | 722,758 | $1,512.73万 | 1.52% | 18,980 | 加仓 |
| Lido Advisors, LLC | 696,445 | $1,457.66万 | 0.04% | -15,615 | 减仓 |
| MB, LEVIS & ASSOCIATES, LLC | 657,363 | $1,375.86万 | 5.74% | 6,869 | 加仓 |
| LPL Financial LLC | 649,780 | $1,359.99万 | 0.00% | 50,747 | 加仓 |
| Mariner, LLC | 649,578 | $1,359.57万 | 0.02% | 43,640 | 加仓 |
| Envision Financial Planning, LLC | 639,767 | $1,339.03万 | 4.84% | 28,311 | 加仓 |
| Rockefeller Capital Management L.P. | 632,154 | $1,323.10万 | 0.02% | 10,810 | 加仓 |
| PFG Private Wealth Management, LLC | 629,507 | $1,317.56万 | 5.59% | 29,735 | 加仓 |
| Ironwood Financial, llc | 569,411 | $1,191.78万 | 2.08% | 24,085 | 加仓 |
| Probity Advisors, Inc. | 524,604 | $1,098.00万 | 1.74% | 48,052 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 520,826 | $1,090.09万 | 0.43% | 117,559 | 加仓 |
| Parkway Wealth Management Group, LLC | 482,931 | $1,013.19万 | 1.28% | 45,226 | 加仓 |
| Janney Montgomery Scott LLC | 478,622 | $1,001.80万 | 0.02% | 32,344 | 加仓 |
| Commonwealth Financial Services, LLC | 460,273 | $963.35万 | 1.53% | 33,394 | 加仓 |
| First National Trust Co | 450,146 | $942.16万 | 0.32% | 128,195 | 加仓 |
| Cornerstone Planning, LLC | 446,549 | $936.52万 | 1.85% | 446,549 | 新建仓 |
| Atlantic Union Bankshares Corp | 427,594 | $894.95万 | 0.17% | 40,133 | 加仓 |
| TRUIST FINANCIAL CORP | 423,036 | $885.41万 | 0.01% | 18,642 | 加仓 |
| Guidance Point Advisors, LLC | 422,142 | $883.57万 | 2.09% | 14,361 | 加仓 |
| Kestra Advisory Services, LLC | 414,526 | $867.60万 | 0.03% | 91,913 | 加仓 |
| COWA, LLC | 408,644 | $855.29万 | 2.31% | 96,995 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 406,814 | $851.46万 | 0.01% | 74,532 | 加仓 |
| Glenview Trust Co | 393,227 | $823.02万 | 0.13% | 90,800 | 加仓 |
| SPRENG CAPITAL MANAGEMENT, INC. | 381,199 | $797.85万 | 3.76% | 381,199 | 新建仓 |
内部人交易（Form 4）
IBDW 董事、高管和大股东的最新买卖申报。专业版可看 🔒