13F 机构持仓

IUS INVESCO EXCH TRD SLF IDX FD

RAFI STRATGIC US

持有机构数1032026Q2
26Q126Q2
机构合计持股(股)8,970,5002026Q2
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
2026Q21038,970,500$5.88亿 841307$7,135.38万
2026Q11038,733,739$5.06亿 936434$809.21万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Alpine Bank Wealth Management新建仓$3,873.09万
LPL Financial LLC加仓$1,818.32万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$877.50万
Cambridge Investment Research Advisors, Inc.加仓$608.22万
COMMONWEALTH EQUITY SERVICES, LLC加仓$350.43万
ARQ WEALTH ADVISORS, LLC加仓$295.97万
Integrated Wealth Concepts LLC加仓$189.76万
OneAscent Financial Services LLC新建仓$181.94万
Rockefeller Capital Management L.P.加仓$133.45万
Berkeley, Inc加仓$113.79万
Beacon Pointe Advisors, LLC加仓$96.68万
Tempus Wealth Planning, LLC新建仓$95.29万
RAYMOND JAMES FINANCIAL INC加仓$74.70万
Advisory Alpha, LLC加仓$71.51万
PFG Advisors加仓$71.18万
Intelligence Driven Advisers, LLC加仓$63.43万
Onyx Bridge Wealth Group LLC加仓$48.81万
BANK OF AMERICA CORP /DE/加仓$42.36万
AQR CAPITAL MANAGEMENT LLC新建仓$32.99万
FLORIDA FINANCIAL ADVISORS, LLC新建仓$31.55万

2026Q2 卖出最多

Independent Advisor Alliance清仓-$415.42万
GTS SECURITIES LLC清仓-$296.75万
HighPoint Advisor Group LLC减仓-$286.24万
ENVESTNET ASSET MANAGEMENT INC减仓-$263.14万
Kestra Advisory Services, LLC减仓-$180.86万
GOLDMAN SACHS GROUP INC减仓-$110.63万
IFG Advisory, LLC重新持有-$91.84万
Foguth Wealth Management, LLC.减仓-$85.16万
MML INVESTORS SERVICES, LLC减仓-$60.83万
Valued Retirements, Inc.清仓-$48.95万
JANE STREET GROUP, LLC清仓-$48.72万
Kingsview Wealth Management, LLC减仓-$27.02万
THOROUGHBRED FINANCIAL SERVICES, LLC减仓-$26.06万
Richmond Investment Services, LLC清仓-$26.03万
ROYAL BANK OF CANADA减仓-$22.13万
Steward Partners Investment Advisory, LLC减仓-$21.84万
Narus Financial Partners, LLC减仓-$19.65万
BYRNE FINANCIAL FREEDOM, LLC减仓-$18.97万
Lighthouse Wealth Management Inc.减仓-$17.11万
OSAIC HOLDINGS, INC.减仓-$14.16万

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
LPL Financial LLC1,784,665$1.17亿0.03%277,267加仓
ENVESTNET ASSET MANAGEMENT INC859,466$5,636.38万0.01%-40,125减仓
Rockefeller Capital Management L.P.695,790$4,562.99万0.07%20,349加仓
Alpine Bank Wealth Management590,590$3,873.09万4.97%590,590新建仓
Intelligence Driven Advisers, LLC559,703$3,670.53万5.96%9,672加仓
OSAIC HOLDINGS, INC.446,010$2,925.17万0.03%-2,159减仓
ARQ WEALTH ADVISORS, LLC247,525$1,657.47万2.05%44,200加仓
RAYMOND JAMES FINANCIAL INC251,557$1,649.71万0.00%11,391加仓
Merit Financial Group, LLC246,487$1,616.46万0.10%1,644加仓
Kestra Advisory Services, LLC242,705$1,591.66万0.05%-27,578减仓
Berkeley, Inc233,733$1,532.82万4.81%17,351加仓
HighPoint Advisor Group LLC225,295$1,477.49万0.52%-43,648减仓
Beacon Pointe Advisors, LLC221,390$1,451.88万0.07%14,742加仓
Cambridge Investment Research Advisors, Inc.192,406$1,261.80万0.01%92,744加仓
MML INVESTORS SERVICES, LLC187,449$1,229.29万0.03%-9,275减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO174,426$1,143.89万0.01%133,805加仓
Lighthouse Wealth Management Inc.171,964$1,127.74万7.00%-2,609减仓
COMMONWEALTH EQUITY SERVICES, LLC137,761$903.44万0.01%53,435加仓
BYRNE FINANCIAL FREEDOM, LLC124,932$819.30万3.20%-2,892减仓
PFG Advisors124,271$814.97万0.41%10,854加仓
Geneos Wealth Management Inc.103,084$676.02万0.14%77加仓
Tandem Financial, LLC93,281$611.74万1.84%4,658加仓
Professional Financial Advisors, LLC75,825$497.26万0.86%1,268加仓
World Investment Advisors69,973$405.24万0.07%0不变
Synergy Investment Management, LLC59,091$387.52万0.94%2加仓
Cetera Investment Advisers57,670$378.20万0.00%3,626加仓
GOLDMAN SACHS GROUP INC50,115$328.65万0.00%-16,869减仓
BANK OF AMERICA CORP /DE/48,940$320.95万0.00%6,459加仓
Integrated Wealth Concepts LLC39,986$262.24万0.01%28,934加仓
Eagle Strategies LLC36,301$238.06万0.24%3,043加仓
Sovereign Financial Group, Inc.33,282$218.26万0.33%-746减仓
Vantus Wealth LLC29,059$190.57万1.02%——
Advyzon Investment Management, LLC29,030$190.38万0.14%894加仓
OneAscent Financial Services LLC27,743$181.94万0.09%27,743新建仓
CoreCap Advisors, LLC27,009$177.13万0.05%-1,136减仓
CCG WEALTH MANAGEMENT, LLC26,991$177.01万0.41%-97减仓
Larson Financial Group LLC25,667$168.32万0.04%1,411加仓
Breakwater Capital Group25,072$164.42万0.20%-406减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22,536$150.79万0.00%115加仓
Foguth Wealth Management, LLC.19,675$131.38万0.15%-12,754减仓
RFG - Bristol Wealth Advisors, LLC19,791$129.79万0.31%-861减仓
Centerpoint Advisory Group18,683$122.52万0.78%-292减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,401$101.00万0.00%2,341加仓
Advisory Alpha, LLC15,366$100.77万0.02%10,904加仓
Tempus Wealth Planning, LLC14,530$95.29万0.19%14,530新建仓
RVW Wealth, LLC14,024$91.97万0.06%527加仓
Onyx Bridge Wealth Group LLC12,596$82.60万0.07%7,443加仓
Steward Partners Investment Advisory, LLC12,283$80.55万0.00%-3,330减仓
NewEdge Advisors, LLC11,552$75.76万0.00%-1,332减仓
Sigma Planning Corp11,076$72.63万0.02%131加仓

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