IMCV ISHARES TR
MRGSTR MD CP VAL
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 | 169 | 8,069,895 | $7.38亿 | 14 | 69 | 39 | 15 | $225.96万 |
| 2026Q1 | 173 | 8,044,042 | $6.81亿 | 14 | 65 | 46 | 7 | $2,557.40万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| AMERIPRISE FINANCIAL INC | 加仓 | $1,457.44万 |
| Avior Wealth Management, LLC | 加仓 | $321.62万 |
| LPL Financial LLC | 加仓 | $271.47万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $229.46万 |
| MORGAN STANLEY | 加仓 | $211.98万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $198.54万 |
| Baird Financial Group, Inc. | 加仓 | $151.27万 |
| Kestra Advisory Services, LLC | 加仓 | $143.07万 |
| OSAIC HOLDINGS, INC. | 加仓 | $114.18万 |
| FIFTH THIRD BANCORP | 新建仓 | $114.01万 |
| Cetera Investment Advisers | 加仓 | $113.49万 |
| GRANVILLE CAPITAL, INC. | 加仓 | $94.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $69.80万 |
| Rodgers & Associates, LTD | 加仓 | $69.50万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $64.69万 |
| JPMORGAN CHASE & CO | 加仓 | $61.01万 |
| Allegheny Financial Group | 加仓 | $54.40万 |
| Bedel Financial Consulting, Inc. | 加仓 | $42.70万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $39.47万 |
| ROYAL BANK OF CANADA | 加仓 | $34.85万 |
2026Q1 卖出最多
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$365.33万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$194.69万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$179.76万 |
| Corient Private Wealth LP | 减仓 | -$155.88万 |
| Orgel Wealth Management, LLC | 减仓 | -$130.48万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 清仓 | -$101.84万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$89.65万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$73.19万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$54.44万 |
| Black Diamond Financial, LLC | 减仓 | -$46.56万 |
| Runnymede Capital Advisors, Inc. | 清仓 | -$45.32万 |
| JANE STREET GROUP, LLC | 重新持有 | -$44.18万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$36.48万 |
| Summit Financial, LLC | 清仓 | -$24.66万 |
| CHILTON CAPITAL MANAGEMENT LLC | 减仓 | -$22.51万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$13.41万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$13.26万 |
| GHP Investment Advisors, Inc. | 减仓 | -$11.51万 |
| FLAGSTAR SECURITIES, INC | 减仓 | -$11.38万 |
| Aptus Capital Advisors, LLC | 减仓 | -$10.73万 |
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 LLC | 965,232 | $8,183.80万 | 0.69% | -43,089 | 减仓 |
| MORGAN STANLEY | 610,518 | $5,176.34万 | 0.00% | 25,002 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 444,547 | $3,769.13万 | 0.01% | -4,303 | 减仓 |
| AMERIPRISE FINANCIAL INC | 407,779 | $3,458.15万 | 0.01% | 171,859 | 加仓 |
| LPL Financial LLC | 370,810 | $3,143.94万 | 0.01% | 32,018 | 加仓 |
| Orgel Wealth Management, LLC | 342,827 | $2,906.69万 | 0.63% | -15,389 | 减仓 |
| Equitable Holdings, Inc. | 330,315 | $2,719.75万 | 0.17% | -532 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 270,624 | $2,294.51万 | 0.03% | -21,202 | 减仓 |
| WELLS FARGO & COMPANY/MN | 250,708 | $2,125.65万 | 0.00% | -10,574 | 减仓 |
| OSAIC HOLDINGS, INC. | 230,858 | $1,957.57万 | 0.03% | 13,465 | 加仓 |
| Black Diamond Financial, LLC | 217,137 | $1,841.01万 | 2.01% | -5,491 | 减仓 |
| Matrix Trust Co | 207,319 | $1,757.80万 | 2.92% | 667 | 加仓 |
| Steele Capital Management, Inc. | 207,319 | $1,757.78万 | 0.73% | 667 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 202,168 | $1,714.09万 | 0.00% | -22,963 | 减仓 |
| UBS Group AG | 195,305 | $1,655.91万 | 0.00% | 1,842 | 加仓 |
| GRANVILLE CAPITAL, INC. | 152,681 | $1,294.51万 | 6.77% | 11,138 | 加仓 |
| Marietta Wealth Management, LLC | 130,251 | $1,104.34万 | 1.31% | 2,095 | 加仓 |
| swisspartners Advisors Ltd | 128,740 | $1,085.49万 | 6.82% | 1,190 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 126,592 | $1,073.32万 | 0.00% | 8,232 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 124,401 | $1,054.75万 | 0.01% | 27,063 | 加仓 |
| Rodgers & Associates, LTD | 119,653 | $1,014.49万 | 1.03% | 8,197 | 加仓 |
| Cetera Investment Advisers | 109,815 | $931.08万 | 0.01% | 13,385 | 加仓 |
| ROYAL BANK OF CANADA | 97,441 | $826.20万 | 0.00% | 4,110 | 加仓 |
| Bedel Financial Consulting, Inc. | 91,324 | $774.30万 | 0.87% | 5,036 | 加仓 |
| Ipsen Advisor Group LLC | 84,934 | $720.12万 | 5.04% | 1,277 | 加仓 |
| Clark Capital Management Group, Inc. | 82,835 | $702.33万 | 0.04% | 1,103 | 加仓 |
| GHP Investment Advisors, Inc. | 81,317 | $689.45万 | 0.28% | -1,358 | 减仓 |
| DAVENPORT & Co LLC | 69,972 | $593.27万 | 0.03% | 3,930 | 加仓 |
| Lebenthal Global Advisors, LLC | 61,754 | $523.59万 | 0.76% | 1,027 | 加仓 |
| Sovran Advisors, LLC | 55,996 | $501.26万 | 0.39% | 1,278 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 58,208 | $493.50万 | 0.01% | 7,630 | 加仓 |
| Mariner, LLC | 57,137 | $484.44万 | 0.01% | 875 | 加仓 |
| Avior Wealth Management, LLC | 53,240 | $451.40万 | 0.13% | 37,933 | 加仓 |
| DDFG, Inc | 49,896 | $423.05万 | 0.91% | 3,060 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 45,062 | $382.07万 | 0.01% | -1,564 | 减仓 |
| STIFEL FINANCIAL CORP | 44,779 | $379.66万 | 0.00% | -999 | 减仓 |
| Creative Planning | 44,425 | $376.66万 | 0.00% | -3 | 减仓 |
| EP Wealth Advisors, LLC | 43,037 | $364.90万 | 0.02% | -129 | 减仓 |
| AIRE ADVISORS, LLC | 40,489 | $343.29万 | 0.63% | -56 | 减仓 |
| Millstone Evans Group, LLC | 38,313 | $324.84万 | 1.95% | -87 | 减仓 |
| Baird Financial Group, Inc. | 35,683 | $302.54万 | 0.00% | 17,842 | 加仓 |
| Merit Financial Group, LLC | 28,039 | $237.73万 | 0.02% | 267 | 加仓 |
| Dynamic Advisor Solutions LLC | 27,600 | $234.01万 | 0.07% | 526 | 加仓 |
| DEBUSSY CAPITAL MANAGEMENT LP | 27,109 | $229.84万 | 0.32% | -433 | 减仓 |
| MML INVESTORS SERVICES, LLC | 26,543 | $225.05万 | 0.01% | -1,582 | 减仓 |
| Kestra Advisory Services, LLC | 25,306 | $214.56万 | 0.01% | 16,874 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 24,931 | $211.38万 | 1.03% | -368 | 减仓 |
| Caliber Wealth Management, LLC / KS | 24,638 | $208.89万 | 0.23% | -140 | 减仓 |
| Focus Partners Wealth | 24,447 | $207.28万 | 0.00% | 46 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 22,513 | $198.54万 | 0.03% | 22,513 | 新建仓 |
内部人交易（Form 4）
IMCV 董事、高管和大股东的最新买卖申报。专业版可看 🔒