IDEQ LAZARD ACTIVE ETF TR
INTL DYNAMIC EQT
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 | 94 | 19,232,284 | $6.74亿 | 39 | 45 | 5 | 5 | $3.75亿 |
| 2026Q1 | 58 | 8,535,669 | $2.71亿 | 38 | 14 | 3 | 2 | $1.62亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Northwest Financial Advisors | 新建仓 | $5,877.93万 |
| CIBC Bancorp USA Inc. | 新建仓 | $4,080.81万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $3,730.59万 |
| TOMPKINS FINANCIAL CORP | 新建仓 | $3,049.07万 |
| LPL Financial LLC | 加仓 | $2,537.49万 |
| Snowden Capital Advisors LLC | 新建仓 | $2,191.13万 |
| Alliance Wealth Advisors, LLC | 新建仓 | $1,597.03万 |
| NORTHLAND SECURITIES, INC. | 新建仓 | $1,447.47万 |
| JSF Financial, LLC | 新建仓 | $1,434.99万 |
| Navigation Group, LLC | 新建仓 | $1,174.73万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $904.12万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $864.00万 |
| PNC Financial Services Group, Inc. | 加仓 | $863.45万 |
| WELLS FARGO & COMPANY/MN | 新建仓 | $742.56万 |
| Spartan Wealth Advisory Services LLC | 新建仓 | $566.22万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $556.77万 |
| Members Advisory Group LLC | 加仓 | $480.01万 |
| DENVER WEALTH MANAGEMENT, INC. | 加仓 | $462.26万 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 加仓 | $461.52万 |
| Private Advisor Group, LLC | 新建仓 | $454.50万 |
2026Q2 卖出最多
| Independent Advisor Alliance | 清仓 | -$721.27万 |
| CITADEL ADVISORS LLC | 清仓 | -$367.74万 |
| Pinnacle Wealth Management, LLC | 减仓 | -$164.76万 |
| HRT FINANCIAL LP | 清仓 | -$23.80万 |
| Wedmont Private Capital | 清仓 | -$23.25万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$15.64万 |
| PRIVATE TRUST CO NA | 减仓 | -$7.30万 |
| MEMBERS WEALTH LLC | 减仓 | -$5.79万 |
| Future Financial Wealth Managment LLC | 减仓 | -$4.68万 |
| ROYAL BANK OF CANADA | 重新持有 | -$2.54万 |
| Longview Financial Advisors, Inc. | 清仓 | -$5,314 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,424,439 | $8,502.51万 | 0.02% | 723,550 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,727,238 | $6,057.43万 | 0.02% | 1,063,754 | 加仓 |
| Northwest Financial Advisors | 1,676,055 | $5,877.93万 | 7.82% | 1,676,055 | 新建仓 |
| Bank of New York Mellon Corp | 1,569,805 | $5,505.31万 | 0.01% | 58,576 | 加仓 |
| CIBC Bancorp USA Inc. | 1,168,787 | $4,080.81万 | 0.05% | 1,168,787 | 新建仓 |
| TOMPKINS FINANCIAL CORP | 869,425 | $3,049.07万 | 2.13% | 869,425 | 新建仓 |
| Snowden Capital Advisors LLC | 624,788 | $2,191.13万 | 0.52% | 624,788 | 新建仓 |
| DENVER WEALTH MANAGEMENT, INC. | 562,823 | $1,973.82万 | 5.65% | 131,812 | 加仓 |
| Alliance Wealth Advisors, LLC | 455,384 | $1,597.03万 | 5.19% | 455,384 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 458,737 | $1,587.23万 | 0.01% | 160,916 | 加仓 |
| NORTHLAND SECURITIES, INC. | 412,738 | $1,447.47万 | 8.43% | 412,738 | 新建仓 |
| JSF Financial, LLC | 409,180 | $1,434.99万 | 2.27% | 409,180 | 新建仓 |
| Pinnacle Wealth Management, LLC | 405,922 | $1,423.57万 | 8.82% | -46,979 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 373,249 | $1,308.98万 | 0.00% | 246,366 | 加仓 |
| Navigation Group, LLC | 334,968 | $1,174.73万 | 2.29% | 334,968 | 新建仓 |
| Meridian Financial Partners LLC | 319,202 | $1,106.99万 | 3.77% | 73,545 | 加仓 |
| Members Advisory Group LLC | 311,190 | $1,091.35万 | 3.05% | 136,871 | 加仓 |
| Western Wealth Management, LLC | 308,941 | $1,083.46万 | 0.35% | 108,472 | 加仓 |
| Prosperity Bancshares Inc | 308,275 | $1,081.12万 | 7.06% | 70,785 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 302,354 | $1,060.36万 | 0.01% | 257,803 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 274,463 | $962.54万 | 0.01% | 3,374 | 加仓 |
| PNC Financial Services Group, Inc. | 250,650 | $879.03万 | 0.00% | 246,206 | 加仓 |
| WELLS FARGO & COMPANY/MN | 211,736 | $742.56万 | 0.00% | 211,736 | 新建仓 |
| Provident Wealth Management, LLC | 174,568 | $612.21万 | 1.58% | 18,330 | 加仓 |
| Sigma Planning Corp | 169,655 | $594.98万 | 0.15% | 22,147 | 加仓 |
| TRUIST FINANCIAL CORP | 166,436 | $583.69万 | 0.01% | 25,056 | 加仓 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 163,102 | $572.00万 | 1.22% | 131,598 | 加仓 |
| Spartan Wealth Advisory Services LLC | 161,455 | $566.22万 | 0.46% | 161,455 | 新建仓 |
| FLOW TRADERS U.S. LLC | 143,000 | $501.50万 | 0.21% | 40,261 | 加仓 |
| SENTINEL PENSION ADVISORS, LLC | 145,966 | $495.85万 | 0.65% | 12,992 | 加仓 |
| Coastline Trust Co | 135,925 | $476.69万 | 0.42% | 64,925 | 加仓 |
| Cetera Investment Advisers | 131,939 | $462.71万 | 0.00% | 25,595 | 加仓 |
| Private Advisor Group, LLC | 129,598 | $454.50万 | 0.02% | 129,598 | 新建仓 |
| Endowment Wealth Management, Inc. | 113,659 | $398.60万 | 1.54% | 8,028 | 加仓 |
| Benson Investment Management Company, Inc. | 101,480 | $355.89万 | 18.95% | 101,480 | 新建仓 |
| HighTower Advisors, LLC | 100,271 | $351.65万 | 0.00% | 100,271 | 新建仓 |
| D.A. DAVIDSON & CO. | 96,505 | $338.44万 | 0.02% | 10,530 | 加仓 |
| Sanctuary Advisors, LLC | 94,223 | $330.44万 | 0.02% | 94,223 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 91,814 | $322.00万 | 0.00% | 65,827 | 加仓 |
| Cornerstone Planning Group LLC | 87,244 | $302.48万 | 0.38% | 3,342 | 加仓 |
| Steward Partners Investment Advisory, LLC | 84,974 | $298.00万 | 0.02% | 37,681 | 加仓 |
| JANE STREET GROUP, LLC | 74,738 | $262.11万 | 0.00% | 44,413 | 加仓 |
| Bill Few Associates, Inc. | 74,221 | $260.29万 | 0.55% | 7,887 | 加仓 |
| Payne Capital LLC | 73,588 | $258.07万 | 2.15% | 27 | 加仓 |
| Future Financial Wealth Managment LLC | 74,370 | $255.61万 | 1.59% | -1,361 | 减仓 |
| Embree Financial Group | 70,856 | $248.49万 | 0.25% | 49,846 | 加仓 |
| GTS SECURITIES LLC | 70,630 | $247.70万 | 0.05% | 70,630 | 新建仓 |
| MEMBERS WEALTH LLC | 62,418 | $218.90万 | 1.20% | -1,650 | 减仓 |
| Dynamic Advisor Solutions LLC | 61,115 | $214.33万 | 0.06% | 10,125 | 加仓 |
| Avise Financial Cooperative, Inc. | 48,563 | $170.31万 | 1.21% | 48,563 | 新建仓 |
内部人交易(Form 4)
IDEQ 董事、高管和大股东的最新买卖申报。专业版可看 🔒