13F 机构持仓

IBMQ ISHARES TR

IBONDS DEC 28

持有机构数1972026Q2
26Q126Q2
机构合计持股(股)21,843,9162026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q219721,843,916$5.59亿 1888417$2,032.05万
2026Q118621,169,239$5.40亿 1598285$1,533.55万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Paradiem, LLC新建仓$1,009.61万
Lido Advisors, LLC加仓$863.84万
Heartwood Wealth Advisors LLC加仓$743.25万
Matthew Goff Investment Advisor, LLC新建仓$341.05万
LPL Financial LLC加仓$334.90万
BANK OF AMERICA CORP /DE/加仓$319.77万
FLOW TRADERS U.S. LLC加仓$244.16万
JPMORGAN CHASE & CO新建仓$234.37万
Stratos Wealth Advisors, LLC加仓$152.27万
Cetera Investment Advisers加仓$130.91万
ENVESTNET ASSET MANAGEMENT INC重新持有$123.75万
Investment Research Partners LLC新建仓$114.80万
BLUE SQUARE ASSET MANAGEMENT, LLC加仓$110.77万
UBS Group AG加仓$109.13万
Cyndeo Wealth Partners, LLC加仓$105.94万
LBMC INVESTMENT ADVISORS, LLC加仓$105.39万
HighTower Advisors, LLC加仓$98.66万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$95.54万
Praetorian Wealth Management, Inc.加仓$93.35万
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC加仓$93.04万

2026Q1 卖出最多

MERCER GLOBAL ADVISORS INC /ADV减仓-$4,715.05万
MORGAN STANLEY减仓-$439.07万
US BANCORP \DE\减仓-$125.15万
PSI Advisors, LLC减仓-$76.59万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$52.26万
MassMutual Private Wealth & Trust, FSB减仓-$34.42万
Freestone Capital Holdings, LLC清仓-$29.40万
Summit Financial, LLC减仓-$25.26万
Capital Investment Advisors, LLC减仓-$17.93万
Kathmere Capital Management, LLC减仓-$17.45万
HENGEHOLD CAPITAL MANAGEMENT LLC减仓-$15.10万
CENTRAL TRUST Co减仓-$14.59万
VALLEY NATIONAL ADVISERS INC清仓-$10.20万
CWM, LLC减仓-$10.16万
Signature Wealth Management Group减仓-$9.77万
OneDigital Investment Advisors LLC减仓-$9.29万
Wealthcare Advisory Partners LLC减仓-$8.28万
Steward Partners Investment Advisory, LLC减仓-$7.35万
WELLS FARGO & COMPANY/MN减仓-$7.34万
FF Advisors,LLC减仓-$7.26万

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
BANK OF AMERICA CORP /DE/2,399,611$6,126.21万0.00%125,253加仓
MERCER GLOBAL ADVISORS INC /ADV2,055,854$5,248.59万0.08%-1,846,866减仓
Clearstead Advisors, LLC985,931$2,517.08万0.23%23,925加仓
HighTower Advisors, LLC805,553$2,056.59万0.02%38,645加仓
US BANCORP \DE\722,996$1,845.81万0.02%-49,020减仓
LBMC INVESTMENT ADVISORS, LLC559,681$1,428.86万0.87%41,279加仓
Lido Advisors, LLC559,021$1,427.18万0.04%338,361加仓
Heartwood Wealth Advisors LLC550,889$1,406.42万1.23%291,130加仓
WELLS FARGO & COMPANY/MN530,441$1,354.22万0.00%-2,877减仓
NewEdge Advisors, LLC493,255$1,259.28万0.05%5,044加仓
LPL Financial LLC425,657$1,086.70万0.00%131,178加仓
HOWLAND CAPITAL MANAGEMENT LLC413,440$1,055.51万0.42%3,620加仓
HENGEHOLD CAPITAL MANAGEMENT LLC403,340$1,029.73万0.90%-5,916减仓
Hills Bank & Trust Co397,905$1,015.85万0.49%6,606加仓
UBS Group AG396,434$1,012.10万0.00%42,745加仓
Paradiem, LLC395,462$1,009.61万2.22%395,462新建仓
Covington Investment Advisors Inc.386,630$987.10万1.45%15,310加仓
Kathmere Capital Management, LLC306,416$782.28万0.48%-6,837减仓
Praetorian Wealth Management, Inc.303,912$775.89万1.47%36,566加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO298,680$762.53万0.00%5,862加仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC272,183$694.88万0.10%36,442加仓
MORGAN STANLEY266,529$680.45万0.00%-171,980减仓
Stratos Wealth Advisors, LLC260,258$664.44万0.41%59,642加仓
STIFEL FINANCIAL CORP224,326$572.71万0.01%10,672加仓
ROYAL BANK OF CANADA186,966$477.30万0.00%31,534加仓
ENVESTNET ASSET MANAGEMENT INC181,487$463.34万0.00%48,472重新持有
UNITED CAPITAL FINANCIAL ADVISORS, LLC170,016$433.70万0.03%37,454加仓
Cyndeo Wealth Partners, LLC163,013$416.17万0.22%41,496加仓
CENTRAL TRUST Co161,574$412.50万0.08%-5,715减仓
Sound View Wealth Advisors Group, LLC160,924$410.84万0.28%14,946加仓
Quantum Financial Advisors, LLC160,329$409.32万0.40%32,453加仓
Integrated Wealth Concepts LLC151,478$386.72万0.03%18,900加仓
Beacon Pointe Advisors, LLC141,678$361.70万0.02%15,753加仓
Matthew Goff Investment Advisor, LLC134,643$341.05万0.57%134,643新建仓
LEAVELL INVESTMENT MANAGEMENT, INC.128,560$328.21万0.13%4,625加仓
RAYMOND JAMES FINANCIAL INC126,765$323.63万0.00%335加仓
COLDSTREAM CAPITAL MANAGEMENT INC122,804$313.52万0.04%7,773加仓
Cypress Point Wealth Management, LLC119,536$305.17万0.66%0不变
FLOW TRADERS U.S. LLC104,648$267.20万0.08%95,626加仓
SONATA CAPITAL GROUP INC103,460$264.13万0.97%4,100加仓
BENJAMIN EDWARDS INC102,412$261.45万0.03%4,753加仓
Atwater Malick LLC99,848$254.91万0.69%4,677加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC99,101$253.00万0.04%5,755加仓
AMERIPRISE FINANCIAL INC99,016$252.79万0.00%3,244加仓
Parkway Wealth Management Group, LLC97,740$249.43万0.32%5,915加仓
ASSETMARK, INC94,374$240.94万0.00%30,852加仓
JPMORGAN CHASE & CO91,872$234.37万0.00%91,872新建仓
Cetera Investment Advisers88,356$225.57万0.00%51,277加仓
COMMONWEALTH EQUITY SERVICES, LLC84,309$215.24万0.00%-20,471减仓
PSI Advisors, LLC79,100$201.94万0.48%-30,000减仓

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