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 🔒

2026Q1 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$500.24万
Professional Financial Advisors, LLC新建仓$431.79万
Independent Advisor Alliance新建仓$415.42万
MML INVESTORS SERVICES, LLC加仓$352.50万
Berkeley, Inc加仓$321.40万
GTS SECURITIES LLC重新持有$239.51万
CWM, LLC加仓$194.38万
Beacon Pointe Advisors, LLC加仓$157.86万
CCG WEALTH MANAGEMENT, LLC加仓$132.75万
Kestra Advisory Services, LLC加仓$95.14万
COMMONWEALTH EQUITY SERVICES, LLC加仓$86.09万
Tandem Financial, LLC重新持有$81.23万
Synergy Investment Management, LLC加仓$69.93万
Valued Retirements, Inc.新建仓$48.95万
ARQ WEALTH ADVISORS, LLC加仓$37.84万
Well Done, LLC新建仓$34.96万
McIlrath & Eck, LLC加仓$33.58万
PFG Advisors加仓$31.16万
Merit Financial Group, LLC加仓$28.75万
Lighthouse Wealth Management Inc.加仓$27.07万

2026Q1 卖出最多

Intelligence Driven Advisers, LLC减仓-$652.75万
GOLDMAN SACHS GROUP INC减仓-$520.54万
HighPoint Advisor Group LLC减仓-$462.77万
OSAIC HOLDINGS, INC.减仓-$265.06万
RFG - Bristol Wealth Advisors, LLC减仓-$182.15万
Foguth Wealth Management, LLC.减仓-$131.40万
RAYMOND JAMES FINANCIAL INC减仓-$104.21万
Orion Porfolio Solutions, LLC减仓-$55.81万
Corient Private Wealth LP清仓-$46.71万
FLAGSTAR SECURITIES, INC清仓-$30.86万
Geneos Wealth Management Inc.减仓-$29.44万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$23.02万
Equitable Holdings, Inc.减仓-$21.18万
Onyx Bridge Wealth Group LLC减仓-$20.43万
JPMORGAN CHASE & CO减仓-$18.95万
Eaton Financial Holdings Company, LLC减仓-$17.56万
JANE STREET GROUP, LLC减仓-$16.81万
CITADEL ADVISORS LLC减仓-$16.04万
NewEdge Advisors, LLC减仓-$14.85万
CoreCap Advisors, LLC减仓-$11.81万

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
LPL Financial LLC1,507,398$8,729.93万0.02%-514减仓
ENVESTNET ASSET MANAGEMENT INC899,591$5,209.88万0.01%86,376加仓
CWM, LLC701,425$4,062.23万0.11%33,563加仓
Rockefeller Capital Management L.P.675,441$3,911.75万0.07%4,211加仓
Intelligence Driven Advisers, LLC550,031$3,185.45万5.55%-112,711减仓
OSAIC HOLDINGS, INC.448,169$2,595.55万0.04%-45,768减仓
Kestra Advisory Services, LLC270,283$1,565.31万0.06%16,427加仓
HighPoint Advisor Group LLC268,943$1,557.55万0.65%-79,907减仓
Merit Financial Group, LLC244,843$1,417.98万0.11%4,965加仓
RAYMOND JAMES FINANCIAL INC240,166$1,390.90万0.00%-17,994减仓
Berkeley, Inc216,382$1,253.15万4.20%55,497加仓
Beacon Pointe Advisors, LLC206,648$1,196.78万0.06%27,258加仓
ARQ WEALTH ADVISORS, LLC203,325$1,177.54万2.12%6,533加仓
MML INVESTORS SERVICES, LLC196,724$1,139.31万0.03%60,866加仓
Lighthouse Wealth Management Inc.174,573$1,011.02万6.87%4,675加仓
McIlrath & Eck, LLC155,035$897.87万0.67%5,798加仓
BYRNE FINANCIAL FREEDOM, LLC127,824$740.28万3.54%2,510加仓
PFG Advisors113,417$656.84万0.32%5,381加仓
Geneos Wealth Management Inc.103,007$596.51万0.14%-5,083减仓
Cambridge Investment Research Advisors, Inc.99,662$577.20万0.01%3,547加仓
Tandem Financial, LLC88,623$513.25万1.63%14,026重新持有
COMMONWEALTH EQUITY SERVICES, LLC84,326$488.37万0.01%14,865加仓
Professional Financial Advisors, LLC74,557$431.79万0.88%74,557新建仓
Independent Advisor Alliance71,730$415.42万0.04%71,730新建仓
World Investment Advisors69,973$405.24万0.07%2,475加仓
GOLDMAN SACHS GROUP INC66,984$387.93万0.00%-89,882减仓
Synergy Investment Management, LLC59,089$342.22万1.12%12,075加仓
Cetera Investment Advisers54,044$312.99万0.00%-50减仓
GTS SECURITIES LLC51,239$296.75万0.10%41,357重新持有
BANK OF AMERICA CORP /DE/42,481$246.02万0.00%1,701加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40,621$235.25万0.00%-227减仓
Foguth Wealth Management, LLC.32,429$213.13万0.25%-19,994减仓
Sovereign Financial Group, Inc.34,028$197.07万0.34%41加仓
Eagle Strategies LLC33,258$192.61万0.23%3,410加仓
CoreCap Advisors, LLC28,145$162.97万0.06%-2,039减仓
Advyzon Investment Management, LLC28,136$162.95万0.15%1,281加仓
Capital Developers, LLC27,450$158.97万1.43%-407减仓
CCG WEALTH MANAGEMENT, LLC27,088$156.88万0.43%22,922加仓
Breakwater Capital Group25,478$147.55万0.20%318加仓
Larson Financial Group LLC24,256$140.48万0.04%1,129加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22,421$130.69万0.00%-520减仓
RFG - Bristol Wealth Advisors, LLC20,652$119.60万0.32%-31,452减仓
Centerpoint Advisory Group18,975$109.89万0.83%-515减仓
Steward Partners Investment Advisory, LLC15,613$90.42万0.00%-1,683减仓
RVW Wealth, LLC13,497$78.17万0.06%-759减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,060$75.64万0.00%-3,975减仓
NewEdge Advisors, LLC12,884$74.61万0.00%-2,564减仓
ROYAL BANK OF CANADA11,430$66.20万0.00%4,299加仓
Integrated Wealth Concepts LLC11,052$64.00万0.01%-40重新持有
Sigma Planning Corp10,945$63.39万0.02%-376减仓

内部人交易(Form 4)

IUS 董事、高管和大股东的最新买卖申报。专业版可看 🔒