ILCV ISHARES TR
MORNINGSTAR VALU
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 | 201 | 8,415,958 | $8.53亿 | 18 | 67 | 66 | 12 | -$5,219.61万 |
| 2026Q1 | 193 | 8,932,401 | $8.33亿 | 27 | 70 | 47 | 6 | -$100.50万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Systelligence, LLC | 新建仓 | $1,138.04万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $572.39万 |
| AssuredPartners Investment Advisors, LLC | 新建仓 | $526.98万 |
| Sigma Planning Corp | 新建仓 | $494.73万 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 加仓 | $475.01万 |
| Kingsview Wealth Management, LLC | 加仓 | $453.59万 |
| JPMORGAN CHASE & CO | 加仓 | $394.82万 |
| LPL Financial LLC | 加仓 | $315.90万 |
| Northwest Wealth Advisors, LLC | 加仓 | $223.07万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $189.04万 |
| OSAIC HOLDINGS, INC. | 加仓 | $176.61万 |
| Van Diest Capital, LLC | 加仓 | $147.42万 |
| Tandem Financial, LLC | 重新持有 | $141.56万 |
| Cetera Investment Advisers | 加仓 | $122.86万 |
| FIFTH THIRD BANCORP | 新建仓 | $120.07万 |
| OPPENHEIMER & CO INC | 新建仓 | $114.20万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $106.31万 |
| Equitable Holdings, Inc. | 加仓 | $82.60万 |
| OneDigital Investment Advisors LLC | 加仓 | $75.02万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $71.86万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2,171.98万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$1,136.72万 |
| Corient Private Wealth LP | 减仓 | -$1,080.92万 |
| UBS Group AG | 减仓 | -$931.91万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$574.44万 |
| Global View Capital Management LLC | 清仓 | -$267.81万 |
| Janney Montgomery Scott LLC | 减仓 | -$182.35万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$159.96万 |
| MORGAN STANLEY | 减仓 | -$78.22万 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 减仓 | -$73.15万 |
| AlphaCore Capital LLC | 减仓 | -$54.43万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$47.45万 |
| Merit Financial Group, LLC | 减仓 | -$29.41万 |
| Focus Partners Wealth | 减仓 | -$22.44万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$20.44万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$18.70万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$14.92万 |
| Baird Financial Group, Inc. | 减仓 | -$14.72万 |
| Savant Capital, LLC | 减仓 | -$13.38万 |
| ASSETMARK, INC | 减仓 | -$11.74万 |
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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 670,175 | $6,242.01万 | 2.59% | 94 | 加仓 |
| Matrix Trust Co | 666,400 | $6,206.80万 | 10.31% | 7 | 加仓 |
| Equitable Holdings, Inc. | 619,140 | $5,842.20万 | 0.37% | 8,754 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 621,165 | $5,785.53万 | 0.00% | -233,195 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 461,353 | $4,297.04万 | 0.01% | 61,455 | 加仓 |
| UBS Group AG | 436,777 | $4,068.14万 | 0.01% | -100,055 | 减仓 |
| LPL Financial LLC | 428,345 | $3,989.61万 | 0.01% | 33,917 | 加仓 |
| MORGAN STANLEY | 351,968 | $3,278.24万 | 0.00% | -8,398 | 减仓 |
| JPMORGAN CHASE & CO | 323,759 | $2,957.54万 | 0.00% | 43,221 | 加仓 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 238,624 | $2,222.54万 | 3.56% | -7,854 | 减仓 |
| AlphaCore Capital LLC | 234,129 | $2,180.68万 | 0.52% | -5,844 | 减仓 |
| ROYAL BANK OF CANADA | 217,765 | $2,028.20万 | 0.00% | 2,706 | 加仓 |
| WELLS FARGO & COMPANY/MN | 213,510 | $1,988.63万 | 0.00% | 11,414 | 加仓 |
| Cetera Investment Advisers | 197,023 | $1,835.07万 | 0.02% | 13,191 | 加仓 |
| Northwest Wealth Advisors, LLC | 154,510 | $1,439.11万 | 10.28% | 23,950 | 加仓 |
| Lauer Wealth, LLC | 143,906 | $1,375.31万 | 10.96% | 2,005 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 138,049 | $1,290.55万 | 0.03% | 20,221 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,284 | $1,204.15万 | 0.01% | -122,045 | 减仓 |
| AMERIPRISE FINANCIAL INC | 125,388 | $1,168.37万 | 0.00% | 7,712 | 加仓 |
| Systelligence, LLC | 122,186 | $1,138.04万 | 2.21% | 122,186 | 新建仓 |
| Corient Private Wealth LP | 117,759 | $1,096.81万 | 0.02% | -116,053 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 112,437 | $1,047.24万 | 0.01% | -1,602 | 减仓 |
| OSAIC HOLDINGS, INC. | 110,482 | $1,029.80万 | 0.02% | 18,948 | 加仓 |
| BARRETT & COMPANY, INC. | 93,588 | $871.67万 | 3.00% | -1,044 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 92,487 | $861.40万 | 0.02% | -2,195 | 减仓 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 87,592 | $815.83万 | 1.44% | -102 | 减仓 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 83,900 | $781.44万 | 2.60% | 51,000 | 加仓 |
| Tandem Financial, LLC | 80,837 | $752.91万 | 2.40% | 15,199 | 重新持有 |
| NorthStar Asset Management LLC /NJ/ | 73,224 | $682.01万 | 1.71% | 2,920 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 60,452 | $563.05万 | 0.00% | 635 | 加仓 |
| MML INVESTORS SERVICES, LLC | 58,883 | $548.43万 | 0.02% | -866 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 56,112 | $526.98万 | 0.57% | 56,112 | 新建仓 |
| Sheridan Capital Management, LLC | 55,639 | $518.22万 | 2.73% | 1,768 | 加仓 |
| Kingsview Wealth Management, LLC | 55,292 | $514.99万 | 0.07% | 48,700 | 加仓 |
| Janney Montgomery Scott LLC | 54,207 | $504.90万 | 0.01% | -19,577 | 减仓 |
| Sigma Planning Corp | 53,116 | $494.73万 | 0.14% | 53,116 | 新建仓 |
| Apex Wealth Management, LLC | 51,195 | $476.83万 | 3.27% | 458 | 重新持有 |
| Sanctuary Advisors, LLC | 44,817 | $417.43万 | 0.02% | 758 | 加仓 |
| MATHER GROUP, LLC. | 37,891 | $352.92万 | 0.04% | 0 | 不变 |
| Mariner, LLC | 37,506 | $349.33万 | 0.00% | -183 | 减仓 |
| Strategic Blueprint, LLC | 35,922 | $334.58万 | 0.19% | 2,272 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 35,164 | $327.51万 | 1.59% | -622 | 减仓 |
| Madison Wealth Partners, Inc | 35,064 | $326.59万 | 0.52% | 336 | 加仓 |
| Prime Capital Investment Advisors, LLC | 32,447 | $302.21万 | 0.03% | 3,919 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 28,232 | $262.96万 | 0.33% | -296 | 重新持有 |
| Baird Financial Group, Inc. | 24,421 | $227.46万 | 0.00% | -1,580 | 减仓 |
| OneDigital Investment Advisors LLC | 22,223 | $206.99万 | 0.02% | 8,054 | 加仓 |
| CWM, LLC | 21,951 | $204.45万 | 0.01% | -92 | 减仓 |
| Asset One Wealth Management LLC | 20,702 | $201.31万 | 0.21% | 0 | 不变 |
| Savant Capital, LLC | 21,409 | $199.41万 | 0.01% | -1,436 | 减仓 |
内部人交易（Form 4）
ILCV 董事、高管和大股东的最新买卖申报。专业版可看 🔒