13F 机构持仓

ISCG ISHARES TR

MRGSTR SM CP GR

持有机构数1662026Q2
26Q126Q2
机构合计持股(股)9,323,4202026Q2
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
2026Q21669,323,420$6.10亿 21575413$209.58万
2026Q11619,574,218$5.23亿 21704512$3,822.16万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

EP Wealth Advisors, LLC新建仓$843.65万
AMERIPRISE FINANCIAL INC加仓$427.08万
LPL Financial LLC加仓$375.01万
G&S Capital LLC新建仓$130.16万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$123.50万
CREATIVE FINANCIAL DESIGNS INC /ADV加仓$120.02万
Black Diamond Financial, LLC加仓$109.35万
Certified Advisory Corp加仓$101.90万
Wealth Enhancement Trust Services, Inc.加仓$92.47万
NorthStar Asset Management LLC /NJ/加仓$50.03万
Quantinno Capital Management LP新建仓$49.59万
Cambridge Investment Research Advisors, Inc.加仓$48.26万
BANK OF AMERICA CORP /DE/加仓$46.51万
FMR LLC加仓$44.19万
Bluespring Wealth Management, LLC新建仓$43.52万
Ponta Wealth Partners, LLC新建仓$35.20万
TKG Advisors, LLC新建仓$33.16万
INDEPENDENT FINANCIAL GROUP, LLC加仓$30.39万
DAHRING | CUSMANO LLC新建仓$28.46万
Foundations Investment Advisors, LLC加仓$28.25万

2026Q2 卖出最多

Systelligence, LLC清仓-$1,427.53万
Focus Partners Wealth减仓-$286.06万
Van Diest Capital, LLC减仓-$127.02万
NewEdge Advisors, LLC减仓-$99.11万
OSAIC HOLDINGS, INC.减仓-$89.48万
CAPTRUST FINANCIAL ADVISORS减仓-$85.79万
WELLS FARGO & COMPANY/MN减仓-$71.52万
CreativeOne Wealth, LLC清仓-$71.11万
Lido Advisors, LLC清仓-$60.96万
LEVEL FOUR ADVISORY SERVICES, LLC减仓-$54.81万
ROYAL BANK OF CANADA减仓-$53.97万
Gallagher Fiduciary Advisors, LLC减仓-$52.93万
Mariner, LLC减仓-$52.54万
Atria Investments, Inc减仓-$50.35万
JPMORGAN CHASE & CO减仓-$40.91万
JANE STREET GROUP, LLC清仓-$35.99万
Arkadios Wealth Advisors减仓-$31.91万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$30.07万
Passive Capital Management, LLC.清仓-$30.05万
JIM SAULNIER & ASSOCIATES, LLC清仓-$28.06万

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
Focus Partners Wealth912,075$5,977.74万0.06%-43,647减仓
JPMORGAN CHASE & CO841,940$5,459.98万0.00%-6,308减仓
LPL Financial LLC690,456$4,525.25万0.01%57,219加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO560,178$3,671.41万0.02%18,843加仓
OSAIC HOLDINGS, INC.553,100$3,625.85万0.04%-13,650减仓
Cetera Investment Advisers410,071$2,687.60万0.02%-2,568减仓
Gallagher Fiduciary Advisors, LLC317,469$2,080.69万0.68%-8,076减仓
AMERIPRISE FINANCIAL INC316,433$2,074.28万0.00%65,152加仓
Atria Investments, Inc316,378$2,073.54万0.21%-7,682减仓
BANK OF AMERICA CORP /DE/276,453$1,811.87万0.00%7,096加仓
Foundations Investment Advisors, LLC264,025$1,730.42万0.18%4,310加仓
MORGAN STANLEY262,779$1,722.26万0.00%2,655加仓
Black Diamond Financial, LLC192,806$1,263.65万1.11%16,685加仓
Matrix Trust Co180,159$1,180.80万1.71%1,656加仓
Steele Capital Management, Inc.180,159$1,180.76万0.43%1,656加仓
UBS Group AG166,628$1,092.08万0.00%-200减仓
RAYMOND JAMES FINANCIAL INC158,473$1,038.63万0.00%2,693加仓
WELLS FARGO & COMPANY/MN154,376$1,011.78万0.00%-10,913减仓
Mariner, LLC132,530$868.60万0.01%-8,016减仓
EP Wealth Advisors, LLC128,722$843.65万0.03%128,722新建仓
Ipsen Advisor Group LLC115,986$760.17万4.89%493加仓
NorthStar Asset Management LLC /NJ/112,064$734.47万1.32%7,633加仓
MRA Advisory Group110,815$726.28万2.63%1,063加仓
McKinley Carter Wealth Services, Inc.107,441$704.17万0.36%1,964加仓
BEAM WEALTH ADVISORS, INC.101,160$663.00万1.46%-3,104减仓
Certified Advisory Corp98,173$643.43万0.52%15,548加仓
Three Bearings Fiduciary Advisors, Inc.84,793$555.73万4.98%-1,312减仓
IAG Wealth Partners, LLC77,865$510.33万0.51%-212减仓
HighTower Advisors, LLC66,058$432.94万0.00%-394减仓
COMMONWEALTH EQUITY SERVICES, LLC64,428$422.26万0.01%246加仓
ROYAL BANK OF CANADA56,625$371.10万0.00%-8,235减仓
Atlanta Consulting Group Advisors, LLC50,882$333.48万0.53%0不变
STEINBERGANNA WEALTH MANAGEMENT47,572$311.79万1.27%-3,701减仓
LRI Investments, LLC45,400$297.55万0.22%0不变
LEVEL FOUR ADVISORY SERVICES, LLC44,948$294.59万0.08%-8,363减仓
CAPTRUST FINANCIAL ADVISORS41,621$272.79万0.00%-13,090减仓
Van Diest Capital, LLC39,034$255.83万2.29%-19,380减仓
Key Financial Inc36,255$237.62万0.39%-212减仓
IEQ CAPITAL, LLC35,547$232.97万0.01%-141减仓
Perennial Investment Advisors, LLC33,999$222.83万0.15%1,692加仓
ENVESTNET ASSET MANAGEMENT INC33,701$220.88万0.00%1,711加仓
Pathstone Holdings, LLC30,678$201.06万0.01%-3,109减仓
Rodgers & Associates, LTD29,855$195.67万0.18%-1,705减仓
MML INVESTORS SERVICES, LLC28,069$183.96万0.00%2,801加仓
CREATIVE FINANCIAL DESIGNS INC /ADV27,537$180.48万0.09%18,312加仓
INDEPENDENT FINANCIAL GROUP, LLC26,645$174.63万0.03%4,637加仓
VAUGHAN & Co SECURITIES, INC.23,597$154.65万0.72%-838减仓
Kendall Capital Management23,500$154.02万0.26%-43减仓
Creative Planning21,366$140.03万0.00%-119减仓
Equitable Holdings, Inc.21,304$139.62万0.01%65加仓

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