ILCG ISHARES TR
MORNINGSTAR GRWT
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 | 351 | 16,027,190 | $18.74亿 | 29 | 106 | 90 | 13 | $1.21亿 |
| 2026Q1 | 326 | 15,419,027 | $14.82亿 | 15 | 112 | 96 | 16 | -$1.32亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Phoenix Financial Ltd. | 新建仓 | $1,909.60万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,355.72万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,264.35万 |
| Cetera Investment Advisers | 加仓 | $645.96万 |
| Clearstead Trust, LLC | 加仓 | $592.40万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $518.16万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $443.98万 |
| Elevation Capital Advisory, LLC | 新建仓 | $396.47万 |
| Bank of New York Mellon Corp | 加仓 | $304.67万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $280.57万 |
| Independent Advisor Alliance | 新建仓 | $251.46万 |
| JPMORGAN CHASE & CO | 加仓 | $230.47万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $228.29万 |
| GM Advisory Group, LLC | 加仓 | $217.80万 |
| SILVER OAK SECURITIES, INCORPORATED | 加仓 | $138.35万 |
| FIFTH THIRD BANCORP | 加仓 | $126.49万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $107.90万 |
| Financial Engines Advisors L.L.C. | 加仓 | $103.01万 |
| Strategic Financial Concepts, LLC | 加仓 | $92.92万 |
| Wealthquest Corp | 加仓 | $91.52万 |
2026Q1 卖出最多
| Equitable Holdings, Inc. | 减仓 | -$1.39亿 |
| UBS Group AG | 减仓 | -$1,329.53万 |
| B&D White Capital Company, LLC | 减仓 | -$1,277.94万 |
| Corient Private Wealth LP | 减仓 | -$1,177.42万 |
| McKinley Carter Wealth Services, Inc. | 减仓 | -$930.38万 |
| LPL Financial LLC | 减仓 | -$847.48万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$483.91万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 减仓 | -$473.05万 |
| Farther Finance Advisors, LLC | 减仓 | -$466.71万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$408.32万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$366.95万 |
| Rockefeller Capital Management L.P. | 减仓 | -$310.75万 |
| One Capital Management, LLC | 清仓 | -$273.61万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$244.54万 |
| MORGAN STANLEY | 减仓 | -$210.79万 |
| Gladstone Institutional Advisory LLC | 减仓 | -$183.70万 |
| Triad Wealth Partners, LLC | 清仓 | -$118.14万 |
| LongView Wealth Management | 减仓 | -$115.46万 |
| ROYAL BANK OF CANADA | 减仓 | -$97.14万 |
| Milestones Private Investment Advisors LLC | 清仓 | -$93.16万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,292,391 | $1.23亿 | 0.03% | -88,760 | 减仓 |
| MORGAN STANLEY | 1,090,222 | $1.04亿 | 0.01% | -22,077 | 减仓 |
| Equitable Holdings, Inc. | 991,892 | $1.03亿 | 0.65% | -1,336,234 | 减仓 |
| WELLS FARGO & COMPANY/MN | 692,430 | $6,611.32万 | 0.01% | -25,612 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 597,556 | $5,705.47万 | 0.02% | 141,990 | 加仓 |
| Cetera Investment Advisers | 596,099 | $5,691.55万 | 0.06% | 67,654 | 加仓 |
| FAS Wealth Partners, Inc. | 592,851 | $5,660.54万 | 3.52% | 6,217 | 加仓 |
| Clearstead Trust, LLC | 557,871 | $5,326.55万 | 8.68% | 62,044 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 451,119 | $4,307.29万 | 0.00% | -50,682 | 减仓 |
| JPMORGAN CHASE & CO | 424,568 | $3,892.45万 | 0.00% | 25,139 | 加仓 |
| GM Advisory Group, LLC | 356,056 | $3,399.63万 | 1.31% | 22,811 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 353,858 | $3,378.63万 | 0.01% | 132,420 | 加仓 |
| B&D White Capital Company, LLC | 347,434 | $3,317.30万 | 4.10% | -133,844 | 减仓 |
| AMERIPRISE FINANCIAL INC | 342,334 | $3,268.31万 | 0.01% | 11,302 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 311,166 | $2,971.01万 | 0.04% | -38,432 | 减仓 |
| McKinley Carter Wealth Services, Inc. | 270,806 | $2,585.65万 | 1.49% | -97,443 | 减仓 |
| OSAIC HOLDINGS, INC. | 250,038 | $2,387.91万 | 0.03% | -2,308 | 减仓 |
| MML INVESTORS SERVICES, LLC | 242,103 | $2,311.60万 | 0.06% | -42,765 | 减仓 |
| UBS Group AG | 215,883 | $2,061.25万 | 0.00% | -139,247 | 减仓 |
| Phoenix Financial Ltd. | 200,000 | $1,909.60万 | 0.18% | 200,000 | 新建仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 155,875 | $1,508.56万 | 0.03% | 53,540 | 加仓 |
| LongView Wealth Management | 136,102 | $1,433.01万 | 3.60% | -10,966 | 减仓 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 142,759 | $1,363.06万 | 2.41% | -1,123 | 减仓 |
| Mariner, LLC | 142,348 | $1,359.14万 | 0.02% | 3,990 | 加仓 |
| Rockefeller Capital Management L.P. | 136,367 | $1,302.03万 | 0.02% | -32,546 | 减仓 |
| Corient Private Wealth LP | 127,673 | $1,219.01万 | 0.02% | -123,317 | 减仓 |
| Prime Capital Investment Advisors, LLC | 122,151 | $1,166.30万 | 0.13% | 5,254 | 加仓 |
| Cornerstone Wealth Management, LLC | 109,694 | $1,047.35万 | 0.52% | -631 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 106,700 | $1,018.77万 | 0.01% | 46,500 | 加仓 |
| PARK AVENUE SECURITIES LLC | 105,945 | $1,011.60万 | 0.08% | 29,384 | 加仓 |
| ROYAL BANK OF CANADA | 96,416 | $920.60万 | 0.00% | -10,174 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91,999 | $878.41万 | 0.01% | -1,694 | 减仓 |
| Investors Research Corp | 90,847 | $867.41万 | 1.66% | 9,340 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 84,985 | $811.44万 | 0.01% | -610 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 73,039 | $697.40万 | 0.02% | -8,657 | 减仓 |
| White Pine Investment CO | 73,024 | $697.20万 | 1.62% | 4,628 | 加仓 |
| Bank of New York Mellon Corp | 71,239 | $680.19万 | 0.00% | 31,910 | 加仓 |
| Marietta Wealth Management, LLC | 70,370 | $671.90万 | 0.80% | 475 | 加仓 |
| CWM, LLC | 66,679 | $636.65万 | 0.02% | -468 | 减仓 |
| &PARTNERS | 64,467 | $615.65万 | 0.03% | 6,469 | 加仓 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 64,379 | $614.69万 | 0.98% | 2,826 | 加仓 |
| Aptus Capital Advisors, LLC | 61,158 | $583.94万 | 0.05% | -355 | 减仓 |
| Sunburst Financial Group, LLC | 59,359 | $566.76万 | 1.04% | 3,229 | 加仓 |
| IHT Wealth Management, LLC | 57,931 | $553.12万 | 0.13% | 331 | 加仓 |
| Merit Financial Group, LLC | 54,219 | $517.68万 | 0.04% | -420 | 减仓 |
| JOHNSON INVESTMENT COUNSEL INC | 53,424 | $510.09万 | 0.04% | -130 | 减仓 |
| Steward Partners Investment Advisory, LLC | 53,390 | $509.77万 | 0.03% | 238 | 加仓 |
| Ipsen Advisor Group LLC | 52,828 | $504.40万 | 3.53% | -1,096 | 减仓 |
| Arcadia Wealth Management, LLC | 52,162 | $498.04万 | 1.80% | 4,383 | 加仓 |
| Strategic Financial Concepts, LLC | 52,038 | $496.86万 | 1.23% | 9,732 | 加仓 |
内部人交易（Form 4）
ILCG 董事、高管和大股东的最新买卖申报。专业版可看 🔒