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 🔒 | ||||||||
2026Q2 买入最多
| Kingsview Wealth Management, LLC | 加仓 | $1,172.02万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $882.85万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $259.34万 |
| Ipsen Advisor Group LLC | 加仓 | $252.03万 |
| OPPENHEIMER & CO INC | 加仓 | $247.20万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $237.91万 |
| Northwest Wealth Advisors, LLC | 加仓 | $186.71万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $180.28万 |
| Strategic Blueprint, LLC | 加仓 | $166.41万 |
| Van Diest Capital, LLC | 加仓 | $123.69万 |
| ROYAL BANK OF CANADA | 加仓 | $123.28万 |
| GTS SECURITIES LLC | 新建仓 | $92.57万 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 新建仓 | $90.93万 |
| OSAIC HOLDINGS, INC. | 加仓 | $85.39万 |
| Steele Capital Management, Inc. | 加仓 | $46.53万 |
| Matrix Trust Co | 加仓 | $46.42万 |
| BARRETT & COMPANY, INC. | 加仓 | $45.74万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $44.31万 |
| Farther Finance Advisors, LLC | 加仓 | $40.24万 |
| Lauer Wealth, LLC | 加仓 | $36.04万 |
2026Q2 卖出最多
| Equitable Holdings, Inc. | 减仓 | -$6,199.80万 |
| Systelligence, LLC | 减仓 | -$1,013.83万 |
| Sigma Planning Corp | 减仓 | -$515.65万 |
| ASHTON THOMAS SECURITIES, LLC | 清仓 | -$262.96万 |
| LPL Financial LLC | 减仓 | -$238.41万 |
| JIM SAULNIER & ASSOCIATES, LLC | 减仓 | -$197.67万 |
| JPMORGAN CHASE & CO | 减仓 | -$158.23万 |
| Tandem Financial, LLC | 减仓 | -$147.30万 |
| MORGAN STANLEY | 减仓 | -$112.36万 |
| CITADEL ADVISORS LLC | 清仓 | -$97.41万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$94.51万 |
| Janney Montgomery Scott LLC | 减仓 | -$93.50万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 清仓 | -$82.94万 |
| UBS Group AG | 减仓 | -$77.86万 |
| AlphaCore Capital LLC | 减仓 | -$75.89万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$71.98万 |
| Lido Advisors, LLC | 减仓 | -$71.05万 |
| Quadrant Private Wealth Management, LLC | 清仓 | -$56.51万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$56.23万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 清仓 | -$37.74万 |
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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 674,771 | $6,831.38万 | 2.51% | 4,596 | 加仓 |
| Matrix Trust Co | 670,985 | $6,793.00万 | 9.85% | 4,585 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 646,781 | $6,548.02万 | 0.00% | 25,616 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 479,160 | $4,851.01万 | 0.01% | 17,807 | 加仓 |
| UBS Group AG | 429,086 | $4,344.07万 | 0.01% | -7,691 | 减仓 |
| LPL Financial LLC | 404,796 | $4,098.15万 | 0.01% | -23,549 | 减仓 |
| MORGAN STANLEY | 340,870 | $3,450.97万 | 0.00% | -11,098 | 减仓 |
| JPMORGAN CHASE & CO | 308,139 | $3,121.40万 | 0.00% | -15,620 | 减仓 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 236,017 | $2,389.43万 | 3.44% | -2,607 | 减仓 |
| ROYAL BANK OF CANADA | 229,942 | $2,327.90万 | 0.00% | 12,177 | 加仓 |
| AlphaCore Capital LLC | 226,633 | $2,294.43万 | 0.42% | -7,496 | 减仓 |
| WELLS FARGO & COMPANY/MN | 212,212 | $2,148.44万 | 0.00% | -1,298 | 减仓 |
| Cetera Investment Advisers | 194,434 | $1,968.46万 | 0.02% | -2,589 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 179,690 | $1,819.20万 | 0.02% | 87,203 | 加仓 |
| Northwest Wealth Advisors, LLC | 172,952 | $1,750.96万 | 10.06% | 18,442 | 加仓 |
| Kingsview Wealth Management, LLC | 171,059 | $1,731.80万 | 0.21% | 115,767 | 加仓 |
| Lauer Wealth, LLC | 147,394 | $1,522.87万 | 9.14% | 3,488 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 138,394 | $1,434.46万 | 0.02% | 345 | 加仓 |
| AMERIPRISE FINANCIAL INC | 121,730 | $1,232.40万 | 0.00% | -3,658 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 119,949 | $1,214.36万 | 0.01% | -9,335 | 减仓 |
| OSAIC HOLDINGS, INC. | 118,911 | $1,204.68万 | 0.01% | 8,429 | 加仓 |
| Corient Private Wealth LP | 117,526 | $1,189.84万 | 0.02% | -233 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 116,814 | $1,182.62万 | 0.01% | 4,377 | 加仓 |
| BARRETT & COMPANY, INC. | 98,106 | $993.23万 | 2.78% | 4,518 | 加仓 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 88,508 | $896.06万 | 1.40% | 916 | 加仓 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 83,900 | $849.40万 | 2.12% | 0 | 不变 |
| NorthStar Asset Management LLC /NJ/ | 75,407 | $763.42万 | 1.37% | 2,183 | 加仓 |
| Tandem Financial, LLC | 66,287 | $671.09万 | 2.02% | -14,550 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 63,628 | $644.31万 | 0.00% | 3,176 | 加仓 |
| MML INVESTORS SERVICES, LLC | 59,957 | $607.00万 | 0.01% | 1,074 | 加仓 |
| Sheridan Capital Management, LLC | 55,420 | $561.07万 | 2.70% | -219 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 53,636 | $543.01万 | 0.53% | -2,476 | 减仓 |
| Strategic Blueprint, LLC | 52,359 | $530.08万 | 0.26% | 16,437 | 加仓 |
| Apex Wealth Management, LLC | 51,391 | $520.29万 | 3.18% | 196 | 加仓 |
| Janney Montgomery Scott LLC | 44,972 | $455.30万 | 0.01% | -9,235 | 减仓 |
| Sanctuary Advisors, LLC | 44,347 | $448.97万 | 0.02% | -470 | 减仓 |
| MATHER GROUP, LLC. | 37,891 | $383.61万 | 0.03% | 0 | 不变 |
| Mariner, LLC | 37,382 | $378.46万 | 0.00% | -124 | 减仓 |
| OPPENHEIMER & CO INC | 36,678 | $371.33万 | 0.04% | 24,417 | 加仓 |
| Ipsen Advisor Group LLC | 36,517 | $369.69万 | 2.38% | 24,895 | 加仓 |
| Madison Wealth Partners, Inc | 35,051 | $354.86万 | 0.45% | -13 | 减仓 |
| Van Diest Capital, LLC | 33,220 | $336.32万 | 3.01% | 12,217 | 加仓 |
| Prime Capital Investment Advisors, LLC | 33,018 | $334.27万 | 0.03% | 571 | 加仓 |
| Baird Financial Group, Inc. | 23,853 | $241.49万 | 0.00% | -568 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 23,500 | $237.91万 | 0.00% | 23,500 | 新建仓 |
| Systelligence, LLC | 22,045 | $223.18万 | 0.37% | -100,141 | 减仓 |
| OneDigital Investment Advisors LLC | 21,347 | $216.12万 | 0.02% | -876 | 减仓 |
| Asset One Wealth Management LLC | 20,752 | $215.88万 | 0.23% | 50 | 加仓 |
| Savant Capital, LLC | 20,613 | $208.69万 | 0.01% | -796 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 18,603 | $188.33万 | 0.07% | -17 | 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 🔒