13F 机构持仓

ICVT ISHARES TR

CONV BD ETF

持有机构数4042026Q2
26Q126Q2
机构合计持股(股)16,745,5112026Q2
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
2026Q240416,745,511$20.31亿 4911219460-$6.69亿
2026Q140722,628,665$23.05亿 5712117936$1.98亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

New York Life Investment Management LLC加仓$1,065.36万
McAdam, LLC加仓$1,046.29万
Cambridge Investment Research Advisors, Inc.加仓$789.49万
TD Asset Management Inc新建仓$782.79万
Point Nemo Capital, LLC新建仓$779.94万
Ameritas Advisory Services, LLC新建仓$725.77万
MML INVESTORS SERVICES, LLC加仓$666.61万
EXCHANGE TRADED CONCEPTS, LLC新建仓$483.76万
Private Advisor Group, LLC加仓$401.35万
First Heartland Consultants, Inc.新建仓$394.47万
MILESTONE ASSET MANAGEMENT, LLC新建仓$379.88万
Arax Advisory Partners加仓$377.26万
MCMORGAN & CO LLC加仓$377.07万
DIVERSIFY WEALTH MANAGEMENT, LLC加仓$370.97万
MORGAN STANLEY加仓$345.63万
Atria Investments, Inc加仓$320.22万
NewEdge Advisors, LLC加仓$241.70万
Independence Financial Advisors, LLC加仓$209.33万
B. Riley Wealth Advisors, Inc.加仓$204.66万
Cambria Investment Management, L.P.加仓$198.07万

2026Q2 卖出最多

Provida Pension Fund Administrator清仓-$4.03亿
JANE STREET GROUP, LLC减仓-$9,853.93万
ENVESTNET ASSET MANAGEMENT INC减仓-$3,806.15万
Prestige Wealth Management Group LLC减仓-$3,615.03万
GOLDMAN SACHS GROUP INC减仓-$2,288.36万
BlackRock, Inc.减仓-$2,049.01万
Ocean Park Asset Management, LLC减仓-$1,964.43万
1832 Asset Management L.P.减仓-$1,487.88万
LPL Financial LLC减仓-$1,265.20万
OneDigital Investment Advisors LLC减仓-$942.35万
Foundations Investment Advisors, LLC减仓-$830.68万
Envestnet Portfolio Solutions, Inc.减仓-$675.22万
JPMORGAN CHASE & CO减仓-$649.63万
Hershey Financial Advisers, LLC清仓-$642.11万
IHT Wealth Management, LLC减仓-$606.42万
Mariner, LLC减仓-$560.07万
SSI INVESTMENT MANAGEMENT LLC减仓-$526.33万
Cetera Investment Advisers减仓-$436.33万
BlueStem Wealth Partners, LLC减仓-$425.49万
ASSETMARK, INC减仓-$410.32万

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
BANK OF AMERICA CORP /DE/2,373,276$2.89亿0.02%11,629加仓
LPL Financial LLC821,702$1.00亿0.02%-103,926减仓
1832 Asset Management L.P.734,942$8,947.18万0.04%-122,218减仓
ENVESTNET ASSET MANAGEMENT INC710,158$8,645.46万0.02%-312,646减仓
AMG National Trust Bank574,642$6,995.69万1.43%9,581加仓
GOLDMAN SACHS GROUP INC491,494$5,983.45万0.01%-187,971减仓
GREENLEAF TRUST444,077$5,406.19万0.52%-4,243减仓
Advisory Alpha, LLC403,189$4,908.94万1.20%-12,033减仓
New York Life Investment Management LLC383,882$4,673.38万0.33%87,511加仓
MORGAN STANLEY362,461$4,412.61万0.00%28,391加仓
Baker Avenue Asset Management, LP334,411$4,071.12万0.77%-2,005减仓
AMERIPRISE FINANCIAL INC324,969$3,956.04万0.01%-21,906减仓
MML INVESTORS SERVICES, LLC282,239$3,435.98万0.07%54,757加仓
Howard Capital Management, LLC281,042$3,421.41万0.40%-14,075重新持有
Ocean Park Asset Management, LLC258,837$3,151.08万1.52%-161,363减仓
JPMORGAN CHASE & CO213,666$2,581.31万0.00%-53,773减仓
Tradewinds Capital Management, LLC199,640$2,430.41万4.32%-10,021减仓
Certified Advisory Corp192,216$2,340.04万1.89%12,343加仓
Cornerstone Planning Group LLC180,323$2,100.94万2.65%1,863加仓
TME FINANCIAL, INC.165,728$2,017.58万12.46%5,072加仓
Systelligence, LLC165,710$2,017.35万3.37%15,614加仓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC150,291$1,829.64万1.02%619加仓
ALLIANCEBERNSTEIN L.P.177,077$1,802.47万0.01%-33,375减仓
Independence Financial Advisors, LLC141,376$1,721.11万4.46%17,195加仓
ASSETMARK, INC136,735$1,664.61万0.03%-33,705减仓
Cambridge Investment Research Advisors, Inc.135,453$1,649.00万0.02%64,851加仓
RAYMOND JAMES FINANCIAL INC134,574$1,638.30万0.00%2,091加仓
GUGGENHEIM CAPITAL LLC132,179$1,609.15万0.10%-1,669减仓
AIRE ADVISORS, LLC132,152$1,608.82万2.62%5,431加仓
CacheTech Inc.132,084$1,608.00万2.60%-9,026减仓
BlueStem Wealth Partners, LLC126,255$1,537.02万1.53%-34,951减仓
Adams Wealth Management121,966$1,484.82万2.84%-10,603减仓
Cetera Investment Advisers120,496$1,466.91万0.01%-35,841减仓
NOMURA ASSET MANAGEMENT CO LTD117,119$1,425.81万0.03%6,850加仓
Thrivent Financial for Lutherans112,782$1,372.20万0.02%-13,139减仓
Onyx Bridge Wealth Group LLC112,640$1,371.28万1.23%-5,645减仓
MCMORGAN & CO LLC110,144$1,340.90万2.02%30,973加仓
Hilltop Partners LLC109,390$1,331.72万3.23%16,082加仓
Advance Capital Management, Inc.102,709$1,250.38万0.40%-7,206减仓
McAdam, LLC91,288$1,111.33万0.43%85,945加仓
OSAIC HOLDINGS, INC.90,504$1,102.09万0.01%13,777加仓
UBS Group AG89,109$1,084.81万0.00%-1,157减仓
Financial Gravity Companies, Inc.88,192$1,073.65万1.74%——
NewEdge Advisors, LLC85,064$1,035.57万0.03%19,854加仓
BlackRock, Inc.82,341$1,002.42万0.00%-168,310减仓
Mascagni Wealth Management, Inc.81,824$996.13万6.19%583加仓
B. Riley Wealth Advisors, Inc.81,888$989.29万0.53%16,941加仓
360 Financial, Inc.79,336$965.84万2.45%-2,495减仓
STIFEL FINANCIAL CORP75,630$920.72万0.01%-18,923减仓
Equitable Holdings, Inc.75,740$917.28万0.05%3,555加仓

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