13F 机构持仓

ILCG ISHARES TR

MORNINGSTAR GRWT

持有机构数3512026Q2
26Q126Q2
机构合计持股(股)16,027,1902026Q2
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
2026Q235116,027,190$18.74亿 291069013$1.21亿
2026Q132615,419,027$14.82亿 151129616-$1.32亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$4,962.97万
Wealthspire Advisors, LLC加仓$4,571.50万
AMERIPRISE FINANCIAL INC加仓$3,885.67万
Clearstead Trust, LLC加仓$2,061.54万
Goodman Advisory Group, LLC加仓$2,002.72万
B&D White Capital Company, LLC加仓$1,451.00万
Cetera Investment Advisers加仓$1,158.81万
WIN ADVISORS, INC新建仓$1,128.96万
Cambridge Investment Research Advisors, Inc.加仓$941.49万
PARK AVENUE SECURITIES LLC加仓$760.46万
Private Advisor Group, LLC加仓$677.67万
MML INVESTORS SERVICES, LLC加仓$540.70万
OSAIC HOLDINGS, INC.加仓$493.49万
WELLS FARGO & COMPANY/MN加仓$379.98万
FAS Wealth Partners, Inc.加仓$358.83万
JPMORGAN CHASE & CO加仓$340.47万
Bank of New York Mellon Corp加仓$335.63万
BASSO CAPITAL MANAGEMENT, L.P.新建仓$275.79万
MORGAN STANLEY加仓$228.96万
RAYMOND JAMES FINANCIAL INC加仓$216.58万

2026Q2 卖出最多

Equitable Holdings, Inc.减仓-$1.16亿
TWO SIGMA INVESTMENTS, LP清仓-$1,018.77万
Mariner, LLC减仓-$758.10万
Strategic Financial Concepts, LLC减仓-$519.15万
BANK OF AMERICA CORP /DE/减仓-$421.41万
LPL Financial LLC减仓-$404.25万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$374.73万
Corient Private Wealth LP减仓-$365.53万
GOLDMAN SACHS GROUP INC减仓-$276.28万
ASHTON THOMAS SECURITIES, LLC清仓-$256.52万
Independent Advisor Alliance清仓-$251.46万
JIM SAULNIER & ASSOCIATES, LLC减仓-$194.27万
SILVER OAK SECURITIES, INCORPORATED清仓-$159.31万
MONEY CONCEPTS CAPITAL CORP减仓-$157.41万
LEVEL FOUR ADVISORY SERVICES, LLC减仓-$143.68万
Lido Advisors, LLC减仓-$119.90万
Wealthquest Corp减仓-$116.10万
B. Riley Wealth Advisors, Inc.清仓-$115.96万
EVOLVE PRIVATE WEALTH, LLC清仓-$107.17万
KESTRA PRIVATE WEALTH SERVICES, LLC清仓-$105.94万

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
LPL Financial LLC1,257,846$1.47亿0.03%-34,545减仓
MORGAN STANLEY1,109,788$1.30亿0.01%19,566加仓
ENVESTNET ASSET MANAGEMENT INC1,021,655$1.20亿0.03%424,099加仓
Clearstead Trust, LLC734,041$8,589.75万11.23%176,170加仓
WELLS FARGO & COMPANY/MN724,901$8,482.79万0.01%32,471加仓
Cetera Investment Advisers695,126$8,134.36万0.07%99,027加仓
AMERIPRISE FINANCIAL INC674,386$7,891.66万0.02%332,052加仓
FAS Wealth Partners, Inc.623,515$7,296.37万3.80%30,664加仓
B&D White Capital Company, LLC471,430$5,516.67万5.49%123,996加仓
JPMORGAN CHASE & CO454,141$5,228.53万0.00%29,573加仓
BANK OF AMERICA CORP /DE/415,107$4,857.59万0.00%-36,012减仓
Wealthspire Advisors, LLC395,293$4,625.72万0.25%390,660加仓
RAYMOND JAMES FINANCIAL INC372,366$4,357.43万0.01%18,508加仓
COMMONWEALTH EQUITY SERVICES, LLC312,674$3,658.91万0.05%1,508加仓
OSAIC HOLDINGS, INC.292,205$3,419.72万0.04%42,167加仓
MML INVESTORS SERVICES, LLC288,309$3,373.79万0.07%46,206加仓
McKinley Carter Wealth Services, Inc.279,192$3,267.11万1.68%8,386加仓
UBS Group AG208,372$2,438.37万0.00%-7,511减仓
Phoenix Financial Ltd.200,000$2,340.40万0.16%0不变
Goodman Advisory Group, LLC171,762$2,009.96万4.62%171,143加仓
PARK AVENUE SECURITIES LLC170,932$2,000.20万0.12%64,987加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC164,399$1,915.58万0.03%8,524加仓
Cambridge Investment Research Advisors, Inc.153,494$1,796.20万0.02%80,455加仓
KILEY JUERGENS WEALTH MANAGEMENT, LLC141,722$1,658.43万2.60%-1,037减仓
Rockefeller Capital Management L.P.133,591$1,563.29万0.02%-2,776减仓
LongView Wealth Management128,562$1,504.43万3.86%-7,540减仓
Prime Capital Investment Advisors, LLC125,749$1,471.52万0.14%3,598加仓
ROYAL BANK OF CANADA110,087$1,288.20万0.00%13,671加仓
Cornerstone Wealth Management, LLC107,876$1,262.37万0.54%-1,818减仓
Bank of New York Mellon Corp99,920$1,169.26万0.00%28,681加仓
WIN ADVISORS, INC96,476$1,128.96万4.02%96,476新建仓
Corient Private Wealth LP96,437$1,128.51万0.02%-31,236减仓
Investors Research Corp91,309$1,068.50万1.91%462加仓
Private Advisor Group, LLC87,636$1,025.51万0.05%57,911加仓
CAPTRUST FINANCIAL ADVISORS85,075$995.55万0.02%90加仓
Mariner, LLC77,535$906.91万0.01%-64,813减仓
White Pine Investment CO74,336$869.90万1.85%1,312加仓
Marietta Wealth Management, LLC70,015$819.31万0.84%-355减仓
&PARTNERS68,243$801.54万0.03%3,776加仓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV64,730$757.47万1.09%351加仓
Arcadia Wealth Management, LLC61,199$716.15万2.25%9,037加仓
Aptus Capital Advisors, LLC60,344$706.15万0.05%-814减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO59,976$701.84万0.00%-32,023减仓
Sunburst Financial Group, LLC58,544$685.08万1.11%-815减仓
IHT Wealth Management, LLC57,532$673.24万0.14%-399减仓
Merit Financial Group, LLC56,663$663.07万0.04%2,444加仓
JOHNSON INVESTMENT COUNSEL INC52,897$619.00万0.05%-527减仓
Ipsen Advisor Group LLC52,862$618.59万3.98%34加仓
Steward Partners Investment Advisory, LLC52,499$614.34万0.03%-891减仓
Creative Planning47,904$560.57万0.00%6,493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 🔒