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 🔒 | ||||||||
2026Q2 买入最多
| HighTower Advisors, LLC | 加仓 | $2,668.15万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $2,044.36万 |
| BlackRock, Inc. | 加仓 | $1,696.94万 |
| Windsor Capital Management, LLC | 加仓 | $828.15万 |
| Hills Bank & Trust Co | 加仓 | $709.35万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $660.37万 |
| JANE STREET GROUP, LLC | 加仓 | $641.29万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $628.12万 |
| Venture Visionary Partners LLC | 加仓 | $551.52万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $522.14万 |
| Apollon Wealth Management, LLC | 新建仓 | $420.39万 |
| WOODMONT INVESTMENT COUNSEL LLC | 加仓 | $399.18万 |
| Capital Investment Advisors, LLC | 加仓 | $397.96万 |
| HOWLAND CAPITAL MANAGEMENT LLC | 加仓 | $341.84万 |
| Sound View Wealth Advisors Group, LLC | 加仓 | $294.03万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $289.74万 |
| EP Wealth Advisors, LLC | 加仓 | $285.38万 |
| Aptus Capital Advisors, LLC | 加仓 | $276.59万 |
| Modern Wealth Management, LLC | 新建仓 | $254.76万 |
| Advisors Capital Management, LLC | 加仓 | $229.27万 |
2026Q2 卖出最多
| MB, LEVIS & ASSOCIATES, LLC | 减仓 | -$1,369.47万 |
| Summit Financial, LLC | 减仓 | -$1,042.53万 |
| Motley Fool Wealth Management, LLC | 清仓 | -$762.72万 |
| Commonwealth Financial Services, LLC | 减仓 | -$712.93万 |
| Equitable Holdings, Inc. | 清仓 | -$434.39万 |
| MORGAN STANLEY | 减仓 | -$388.83万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$331.16万 |
| Lido Advisors, LLC | 减仓 | -$194.31万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$151.43万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$148.56万 |
| Mariner, LLC | 减仓 | -$137.97万 |
| PFG Private Wealth Management, LLC | 减仓 | -$105.27万 |
| CITADEL ADVISORS LLC | 清仓 | -$82.43万 |
| MONECO ADVISORS, LLC | 清仓 | -$77.84万 |
| Private Advisor Group, LLC | 清仓 | -$75.94万 |
| EVEXIA WEALTH LLC | 清仓 | -$71.55万 |
| OneDigital Investment Advisors LLC | 减仓 | -$59.30万 |
| NESTEGG ADVISORS, INC. | 清仓 | -$56.45万 |
| BENJAMIN EDWARDS INC | 减仓 | -$54.34万 |
| Keeler Thomas Management LLC | 清仓 | -$32.75万 |
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,526,023 | $1.57亿 | 1.07% | 132,719 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 5,468,188 | $1.14亿 | 0.01% | 301,401 | 加仓 |
| MORGAN STANLEY | 4,872,246 | $1.02亿 | 0.01% | -186,581 | 减仓 |
| Capital Investment Advisors, LLC | 4,032,502 | $8,403.73万 | 1.11% | 190,961 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 3,493,863 | $7,281.21万 | 0.02% | -72,664 | 减仓 |
| CAPITAL ADVISORS INC/OK | 3,366,208 | $7,015.18万 | 1.03% | 49,458 | 加仓 |
| Venture Visionary Partners LLC | 3,118,072 | $6,498.06万 | 1.81% | 264,645 | 加仓 |
| HighTower Advisors, LLC | 3,053,931 | $6,364.39万 | 0.06% | 1,280,302 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,330,862 | $4,857.52万 | 0.01% | 250,549 | 加仓 |
| Sarver Vrooman Wealth Advisors | 2,220,499 | $4,610.87万 | 27.48% | 26,318 | 加仓 |
| ROYAL BANK OF CANADA | 2,056,315 | $4,285.40万 | 0.01% | -2,049 | 减仓 |
| UBS Group AG | 1,974,964 | $4,115.82万 | 0.01% | 80,334 | 加仓 |
| SIGMA INVESTMENT COUNSELORS INC | 1,899,841 | $3,959.27万 | 1.93% | 83,829 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,890,508 | $3,939.82万 | 0.05% | 980,979 | 加仓 |
| Advisors Capital Management, LLC | 1,859,275 | $3,874.73万 | 0.41% | 110,013 | 加仓 |
| Klingman & Associates, LLC | 1,766,564 | $3,681.52万 | 1.57% | 66,766 | 加仓 |
| SUMMITRY LLC | 1,659,714 | $3,458.84万 | 1.14% | 55,092 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,536,466 | $3,201.99万 | 0.01% | -71,285 | 减仓 |
| Summit Financial, LLC | 1,399,981 | $2,917.56万 | 0.32% | -500,254 | 减仓 |
| Sound View Wealth Advisors Group, LLC | 1,323,935 | $2,759.08万 | 1.71% | 141,091 | 加仓 |
| NewEdge Advisors, LLC | 1,210,400 | $2,522.47万 | 0.08% | 40,063 | 加仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 1,127,880 | $2,350.50万 | 1.28% | 191,545 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 919,403 | $1,916.04万 | 1.70% | 7,280 | 加仓 |
| US BANCORP \DE\ | 892,375 | $1,859.71万 | 0.02% | 1,080 | 加仓 |
| EP Wealth Advisors, LLC | 868,068 | $1,809.05万 | 0.07% | 136,939 | 加仓 |
| BlackRock, Inc. | 814,335 | $1,697.07万 | 0.00% | 814,273 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 802,813 | $1,673.06万 | 0.02% | 33,068 | 加仓 |
| Arrow Financial Corp | 741,952 | $1,546.23万 | 1.39% | 19,194 | 加仓 |
| LPL Financial LLC | 724,949 | $1,510.79万 | 0.00% | 75,169 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 684,857 | $1,427.24万 | 0.51% | 164,031 | 加仓 |
| Ironwood Financial, llc | 660,559 | $1,362.07万 | 2.13% | 91,148 | 加仓 |
| Rockefeller Capital Management L.P. | 643,295 | $1,340.63万 | 0.02% | 11,141 | 加仓 |
| Envision Financial Planning, LLC | 641,798 | $1,337.51万 | 4.35% | 2,031 | 加仓 |
| Lido Advisors, LLC | 603,204 | $1,257.08万 | 0.03% | -93,241 | 减仓 |
| Mariner, LLC | 583,372 | $1,215.75万 | 0.01% | -66,206 | 减仓 |
| PFG Private Wealth Management, LLC | 578,995 | $1,206.63万 | 5.23% | -50,512 | 减仓 |
| Janney Montgomery Scott LLC | 578,338 | $1,205.30万 | 0.02% | 99,716 | 加仓 |
| Probity Advisors, Inc. | 573,243 | $1,194.64万 | 1.71% | 48,639 | 加仓 |
| JANE STREET GROUP, LLC | 532,424 | $1,109.57万 | 0.00% | 307,722 | 加仓 |
| First National Trust Co | 520,124 | $1,083.94万 | 0.37% | 69,978 | 加仓 |
| TRUIST FINANCIAL CORP | 508,581 | $1,059.88万 | 0.01% | 85,545 | 加仓 |
| Parkway Wealth Management Group, LLC | 486,711 | $1,014.31万 | 1.17% | 3,780 | 加仓 |
| Kestra Advisory Services, LLC | 475,124 | $990.16万 | 0.03% | 60,598 | 加仓 |
| Atlantic Union Bankshares Corp | 463,988 | $966.95万 | 0.16% | 36,394 | 加仓 |
| Cornerstone Planning, LLC | 458,296 | $955.09万 | 2.21% | 11,747 | 加仓 |
| Windsor Capital Management, LLC | 433,744 | $903.92万 | 2.35% | 397,386 | 加仓 |
| COWA, LLC | 433,167 | $902.72万 | 2.26% | 24,523 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 431,279 | $898.79万 | 0.00% | 24,465 | 加仓 |
| Guidance Point Advisors, LLC | 431,138 | $898.51万 | 1.90% | 8,996 | 加仓 |
| Glenview Trust Co | 430,124 | $896.38万 | 0.12% | 36,897 | 加仓 |
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 🔒