13F 机构持仓

IMCV ISHARES TR

MRGSTR MD CP VAL

持有机构数1692026Q2
26Q126Q2
机构合计持股(股)8,069,8952026Q2
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
2026Q21698,069,895$7.38亿 14693915$225.96万
2026Q11738,044,042$6.81亿 1465467$2,557.40万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

AMERIPRISE FINANCIAL INC加仓$728.42万
LPL Financial LLC加仓$580.00万
Cambridge Investment Research Advisors, Inc.加仓$500.75万
VANTAGEPOINT INVESTMENT ADVISERS LLC加仓$479.61万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$444.03万
JANE STREET GROUP, LLC加仓$328.44万
Black Diamond Financial, LLC加仓$260.20万
GOLDMAN SACHS GROUP INC加仓$223.13万
RAYMOND JAMES FINANCIAL INC加仓$213.73万
Cetera Investment Advisers加仓$119.94万
J.W. COLE ADVISORS, INC.新建仓$108.05万
JONES FINANCIAL COMPANIES LLLP加仓$77.67万
Stratos Wealth Partners, LTD.加仓$65.24万
ROYAL BANK OF CANADA加仓$61.74万
Nuveen, LLC新建仓$59.60万
Bedel Financial Consulting, Inc.加仓$59.35万
Marietta Wealth Management, LLC加仓$52.12万
Tower Research Capital LLC (TRC)加仓$44.54万
Allegheny Financial Group加仓$40.18万
DAVENPORT & Co LLC加仓$39.08万

2026Q2 卖出最多

Equitable Holdings, Inc.减仓-$2,588.86万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$640.99万
Avior Wealth Management, LLC清仓-$451.40万
DEBUSSY CAPITAL MANAGEMENT LP清仓-$229.84万
Sovran Advisors, LLC减仓-$138.03万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$120.39万
JIM SAULNIER & ASSOCIATES, LLC减仓-$118.53万
JPMORGAN CHASE & CO减仓-$85.24万
Retirement Planning Group, LLC减仓-$52.46万
Private Advisor Group, LLC清仓-$42.89万
UBS Group AG减仓-$31.21万
KESTRA PRIVATE WEALTH SERVICES, LLC清仓-$30.77万
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors清仓-$29.81万
WELLS FARGO & COMPANY/MN减仓-$25.14万
M. Kulyk & Associates, LLC清仓-$24.38万
5T Wealth, LLC清仓-$21.39万
AIRE ADVISORS, LLC减仓-$21.32万
Independent Advisor Alliance清仓-$20.44万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC减仓-$18.68万
CLEAR INVESTMENT RESEARCH, LLC清仓-$17.25万

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
VANTAGEPOINT INVESTMENT ADVISERS LLC1,017,719$9,299.66万0.70%52,487加仓
MORGAN STANLEY612,281$5,594.87万0.00%1,763加仓
AMERIPRISE FINANCIAL INC487,500$4,454.37万0.01%79,721加仓
RAYMOND JAMES FINANCIAL INC467,937$4,275.90万0.01%23,390加仓
LPL Financial LLC434,283$3,968.37万0.01%63,473加仓
Orgel Wealth Management, LLC341,915$3,124.33万0.59%-912减仓
COMMONWEALTH EQUITY SERVICES, LLC257,449$2,352.51万0.03%-13,175减仓
WELLS FARGO & COMPANY/MN247,957$2,265.76万0.00%-2,751减仓
Black Diamond Financial, LLC245,612$2,244.34万1.98%28,475加仓
OSAIC HOLDINGS, INC.234,849$2,146.24万0.03%3,991加仓
Matrix Trust Co209,721$1,916.40万2.78%2,402加仓
Steele Capital Management, Inc.209,721$1,916.39万0.71%2,402加仓
BANK OF AMERICA CORP /DE/203,099$1,855.86万0.00%931加仓
UBS Group AG191,890$1,753.43万0.00%-3,415减仓
GRANVILLE CAPITAL, INC.156,194$1,427.26万6.38%3,513加仓
Marietta Wealth Management, LLC135,955$1,242.32万1.28%5,704加仓
swisspartners Advisors Ltd128,320$1,172.20万7.90%-420减仓
ENVESTNET ASSET MANAGEMENT INC125,527$1,147.03万0.00%-1,065减仓
Cetera Investment Advisers122,941$1,123.40万0.01%13,126加仓
Rodgers & Associates, LTD120,448$1,100.63万1.00%795加仓
Cambridge Investment Research Advisors, Inc.113,012$1,032.60万0.01%54,804加仓
ROYAL BANK OF CANADA104,198$952.10万0.00%6,757加仓
Bedel Financial Consulting, Inc.97,819$893.85万0.84%6,495加仓
Ipsen Advisor Group LLC85,523$781.49万5.03%589加仓
Clark Capital Management Group, Inc.82,103$750.24万0.04%-732减仓
GHP Investment Advisors, Inc.81,185$741.85万0.27%-132减仓
DAVENPORT & Co LLC74,249$678.47万0.03%4,277加仓
Lebenthal Global Advisors, LLC64,544$589.79万0.80%2,790加仓
Mariner, LLC57,329$523.85万0.01%192加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO54,253$495.75万0.00%-70,148减仓
DDFG, Inc51,272$468.51万0.93%1,376加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,593$444.03万0.00%48,593新建仓
Equitable Holdings, Inc.46,998$429.45万0.03%-283,317减仓
Creative Planning45,464$415.44万0.00%1,039加仓
STIFEL FINANCIAL CORP44,919$410.45万0.00%140加仓
Sovran Advisors, LLC41,718$403.30万0.30%-14,278减仓
CAPTRUST FINANCIAL ADVISORS43,733$399.62万0.01%-1,329减仓
EP Wealth Advisors, LLC43,487$397.38万0.02%450加仓
JANE STREET GROUP, LLC39,000$356.37万0.00%35,943加仓
AIRE ADVISORS, LLC38,156$348.66万0.57%-2,333减仓
Millstone Evans Group, LLC36,762$335.92万1.82%-1,551减仓
Baird Financial Group, Inc.35,588$325.19万0.00%-95减仓
GOLDMAN SACHS GROUP INC32,284$295.00万0.00%24,418加仓
Merit Financial Group, LLC29,399$268.64万0.02%1,360加仓
Dynamic Advisor Solutions LLC28,581$261.17万0.07%981加仓
MML INVESTORS SERVICES, LLC26,015$237.72万0.00%-528减仓
Kestra Advisory Services, LLC25,445$232.51万0.01%139加仓
DIVERSIFY WEALTH MANAGEMENT, LLC23,905$228.04万0.04%1,392加仓
Diversify Advisory Services, LLC23,905$228.04万0.04%3,554重新持有
Caliber Wealth Management, LLC / KS24,639$225.15万0.22%1加仓

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