13F 机构持仓

IMCG ISHARES TR

MRGSTR MD CP GRW

持有机构数4232026Q2
26Q126Q2
机构合计持股(股)28,267,9292026Q2
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
2026Q242328,267,929$27.79亿 4114313421$2.69亿
2026Q140125,716,748$20.34亿 1716311811$5,686.88万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BEAM WEALTH ADVISORS, INC.加仓$1,725.48万
LPL Financial LLC加仓$1,221.16万
MORGAN STANLEY加仓$1,024.81万
AMERIPRISE FINANCIAL INC加仓$969.45万
Allegheny Financial Group加仓$461.90万
RAYMOND JAMES FINANCIAL INC加仓$433.82万
ECLECTIC ASSOCIATES INC /ADV加仓$378.35万
Tandem Financial, LLC加仓$331.45万
Cornerstone Planning Group LLC加仓$270.37万
PTM WEALTH MANAGEMENT, LLC加仓$237.30万
Integrated Wealth Concepts LLC加仓$228.62万
CAPITAL WEALTH MANAGEMENT, LLC加仓$222.43万
DDFG, Inc加仓$213.66万
Cetera Investment Advisers加仓$209.81万
Mariner, LLC加仓$206.37万
NewEdge Advisors, LLC加仓$206.26万
OxenFree Capital LLC加仓$158.98万
Certified Advisory Corp加仓$143.31万
JPMORGAN CHASE & CO加仓$142.00万
Arax Advisory Partners加仓$127.24万

2026Q1 卖出最多

Rockport Wealth LLC减仓-$1,511.30万
Avior Wealth Management, LLC减仓-$1,414.82万
CWM, LLC减仓-$628.70万
VANTAGEPOINT INVESTMENT ADVISERS LLC减仓-$589.44万
Private Advisor Group, LLC减仓-$451.15万
MML INVESTORS SERVICES, LLC减仓-$328.55万
TWO SIGMA INVESTMENTS, LP清仓-$301.00万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$188.94万
ENVESTNET ASSET MANAGEMENT INC减仓-$176.91万
Lloyd Advisory Services, LLC.减仓-$146.88万
CITADEL ADVISORS LLC清仓-$112.41万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$110.84万
HRT FINANCIAL LP减仓-$93.12万
Orion Porfolio Solutions, LLC减仓-$83.35万
Corient Private Wealth LP减仓-$75.24万
Betterment LLC减仓-$53.33万
Family Legacy, Inc.减仓-$51.41万
WELLS FARGO & COMPANY/MN减仓-$45.06万
Thrivent Financial for Lutherans减仓-$39.13万
Black Diamond Financial, LLC减仓-$38.12万

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
VANTAGEPOINT INVESTMENT ADVISERS LLC3,006,105$2.37亿2.01%-74,831减仓
LPL Financial LLC2,603,354$2.05亿0.05%155,028加仓
MORGAN STANLEY1,279,461$1.01亿0.01%130,101加仓
RAYMOND JAMES FINANCIAL INC1,023,069$8,058.72万0.02%55,074加仓
AMERIPRISE FINANCIAL INC931,000$7,453.76万0.02%121,088加仓
Cetera Investment Advisers943,563$7,432.45万0.08%26,636加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO827,372$6,517.22万0.04%-14,071减仓
COMMONWEALTH EQUITY SERVICES, LLC573,954$4,521.03万0.06%10,867加仓
BANK OF AMERICA CORP /DE/567,589$4,470.90万0.00%15,572加仓
OSAIC HOLDINGS, INC.484,222$3,815.01万0.06%11,873加仓
Mariner, LLC477,177$3,758.72万0.04%26,199加仓
UBS Group AG448,504$3,532.87万0.01%15,395加仓
Avior Wealth Management, LLC446,106$3,513.98万1.00%-179,614减仓
Cornerstone Planning Group LLC382,492$3,425.97万4.55%30,185加仓
VICTORY FINANCIAL GROUP, LLC431,977$3,402.68万4.18%10,694加仓
WELLS FARGO & COMPANY/MN413,728$3,258.94万0.01%-5,720减仓
Orgel Wealth Management, LLC291,617$2,297.07万0.49%380加仓
Arax Advisory Partners289,294$2,278.77万0.64%16,153加仓
Cosner Financial Group, LLC273,465$2,154.09万11.83%3,021加仓
ROYAL BANK OF CANADA269,419$2,122.30万0.00%-884减仓
BEAM WEALTH ADVISORS, INC.260,379$2,051.01万5.11%219,053加仓
ECLECTIC ASSOCIATES INC /ADV248,475$1,957.19万2.60%48,033加仓
Rodgers & Associates, LTD244,308$1,924.41万1.96%12,860加仓
IAG Wealth Partners, LLC229,955$1,811.36万2.02%6,192加仓
CAPITAL WEALTH MANAGEMENT, LLC226,883$1,787.16万4.84%28,238加仓
Allegheny Financial Group220,414$1,736.21万2.34%58,639加仓
Rockport Wealth LLC210,407$1,657.08万3.02%-191,896减仓
Equitable Holdings, Inc.206,844$1,651.44万0.10%-1,844减仓
Matrix Trust Co203,880$1,606.00万2.67%556加仓
Steele Capital Management, Inc.203,880$1,605.96万0.67%556加仓
Bedel Financial Consulting, Inc.165,140$1,300.81万1.46%5,817加仓
ENVESTNET ASSET MANAGEMENT INC161,979$1,275.91万0.00%-22,459减仓
Eagle Strategies LLC161,271$1,270.33万1.52%10,884加仓
PTM WEALTH MANAGEMENT, LLC157,049$1,265.82万6.71%29,442加仓
CREATIVE FINANCIAL DESIGNS INC /ADV152,746$1,203.18万0.73%-711减仓
GRANVILLE CAPITAL, INC.145,691$1,147.61万6.00%11,937加仓
ELEVATION POINT WEALTH PARTNERS, LLC139,661$1,100.11万0.26%12,089加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV138,725$1,092.74万0.56%8,898加仓
Vestmark Advisory Solutions, Inc.137,244$1,081.07万0.12%10,853加仓
Cambridge Investment Research Advisors, Inc.134,237$1,057.40万0.03%9,506加仓
Integrated Investment Consultants, LLC133,072$1,048.21万2.22%8,078加仓
Sigma Planning Corp129,887$1,023.12万0.28%1,982加仓
Scott Capital Advisors, LLC114,967$953.88万1.93%3,373加仓
OxenFree Capital LLC110,463$942.92万4.57%18,625加仓
CWM, LLC116,410$916.96万0.02%-79,815减仓
TRUIST FINANCIAL CORP107,603$847.59万0.01%6,230加仓
Tandem Financial, LLC107,479$846.61万2.69%42,078加仓
Wood Tarver Financial Group, LLC107,243$844.70万2.33%6,976加仓
MGO ONE SEVEN LLC107,018$842.98万0.17%839加仓
PFS Partners, LLC101,932$802.91万3.68%3,695加仓

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