IUSV ISHARES TR
CORE S&P US VLU
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 | 810 | 202,803,806 | $223.41亿 | 54 | 309 | 228 | 42 | $7.43亿 |
| 2026Q1 | 790 | 196,672,576 | $200.76亿 | 47 | 286 | 241 | 47 | $2.34亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1.26亿 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1.24亿 |
| LPL Financial LLC | 加仓 | $8,375.23万 |
| KINTRA WEALTH, LLC | 新建仓 | $4,529.17万 |
| PNC Financial Services Group, Inc. | 加仓 | $2,237.86万 |
| Merit Financial Group, LLC | 加仓 | $1,983.62万 |
| BENJAMIN EDWARDS INC | 加仓 | $1,686.16万 |
| Allianz Asset Management GmbH | 重新持有 | $1,442.34万 |
| MORGAN STANLEY | 加仓 | $1,419.54万 |
| Curi Capital, LLC | 加仓 | $1,417.92万 |
| NATIXIS ADVISORS, LLC | 加仓 | $1,409.06万 |
| Kestra Investment Management, LLC | 加仓 | $1,239.29万 |
| Gotham Asset Management, LLC | 加仓 | $1,150.09万 |
| ASPIRIANT, LLC | 加仓 | $1,031.28万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $912.28万 |
| Crestwood Advisors Group, LLC | 加仓 | $819.41万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $761.09万 |
| BLAIR WILLIAM & CO/IL | 加仓 | $735.72万 |
| Independent Advisor Alliance | 新建仓 | $718.02万 |
| SIGNATUREFD, LLC | 加仓 | $700.65万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$6,822.36万 |
| Venturi Wealth Management, LLC | 减仓 | -$5,167.25万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$5,143.90万 |
| JPMORGAN CHASE & CO | 减仓 | -$2,438.28万 |
| Baird Financial Group, Inc. | 减仓 | -$1,719.18万 |
| Blue Trust, Inc. | 减仓 | -$1,659.35万 |
| Integrated Advisors Network LLC | 减仓 | -$1,456.20万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$1,438.48万 |
| Private Advisor Group, LLC | 减仓 | -$1,400.98万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,282.52万 |
| DEAN INVESTMENT ASSOCIATES, LLC | 减仓 | -$1,134.67万 |
| CENTAURUS FINANCIAL, INC. | 减仓 | -$973.09万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$821.32万 |
| Trek Financial, LLC | 减仓 | -$772.11万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$622.50万 |
| TUDOR INVESTMENT CORP ET AL | 减仓 | -$595.69万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$560.18万 |
| ROBINSON SMITH WEALTH ADVISORS LLC | 减仓 | -$536.05万 |
| Atria Investments, Inc | 减仓 | -$519.01万 |
| EQUITY INVESTMENT CORP | 减仓 | -$506.41万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 83,374,722 | $85.25亿 | 0.62% | -26,908 | 减仓 |
| LPL Financial LLC | 17,225,624 | $17.61亿 | 0.47% | 819,093 | 加仓 |
| MORGAN STANLEY | 9,859,581 | $10.08亿 | 0.06% | 138,830 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 7,651,770 | $7.68亿 | 0.37% | 1,234,205 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,165,021 | $7.33亿 | 0.20% | 1,227,412 | 加仓 |
| SIGNATUREFD, LLC | 4,642,282 | $4.75亿 | 7.27% | 68,523 | 加仓 |
| Blue Trust, Inc. | 4,275,724 | $4.37亿 | 5.00% | -162,284 | 减仓 |
| Kestra Investment Management, LLC | 3,893,371 | $3.98亿 | 6.87% | 121,202 | 加仓 |
| ASPIRIANT, LLC | 3,683,055 | $3.77亿 | 10.73% | 100,859 | 加仓 |
| Merit Financial Group, LLC | 2,788,906 | $2.85亿 | 2.12% | 193,997 | 加仓 |
| JPMORGAN CHASE & CO | 2,079,573 | $2.09亿 | 0.01% | -242,687 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,640,137 | $1.68亿 | 0.05% | -80,325 | 减仓 |
| UBS Group AG | 1,599,208 | $1.64亿 | 0.02% | -12,880 | 减仓 |
| ROYAL BANK OF CANADA | 1,508,476 | $1.54亿 | 0.03% | 29,887 | 加仓 |
| PNC Financial Services Group, Inc. | 1,437,925 | $1.47亿 | 0.08% | 218,862 | 加仓 |
| Auto-Owners Insurance Co | 1,354,000 | $1.39亿 | 2.90% | 0 | 不变 |
| BENJAMIN EDWARDS INC | 1,313,006 | $1.34亿 | 1.33% | 164,901 | 加仓 |
| Modera Wealth Management, LLC | 1,187,481 | $1.21亿 | 1.46% | -6,411 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,183,894 | $1.21亿 | 0.02% | 89,221 | 加仓 |
| BLAIR WILLIAM & CO/IL | 1,165,952 | $1.19亿 | 0.34% | 71,953 | 加仓 |
| Foster Group, Inc. | 1,112,192 | $1.14亿 | 3.38% | 31,352 | 加仓 |
| NATIXIS ADVISORS, LLC | 1,024,836 | $1.05亿 | 0.15% | 137,806 | 加仓 |
| Corient Private Wealth LP | 818,409 | $8,329.92万 | 0.12% | -670,292 | 减仓 |
| CANANDAIGUA NATIONAL CORP | 810,696 | $8,289.37万 | 7.42% | — | — |
| Venturi Wealth Management, LLC | 791,991 | $8,098.10万 | 3.65% | -505,355 | 减仓 |
| HighTower Advisors, LLC | 717,475 | $7,336.19万 | 0.08% | 10,010 | 加仓 |
| Cetera Investment Advisers | 710,815 | $7,268.08万 | 0.08% | -32,785 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 702,083 | $7,178.80万 | 1.05% | 74,434 | 加仓 |
| Sequoia Financial Advisors, LLC | 695,650 | $7,113.02万 | 0.40% | 360 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 658,576 | $6,733.94万 | 0.09% | -503,071 | 减仓 |
| McGlone Suttner Wealth Management, Inc. | 653,302 | $6,680.02万 | 8.85% | 9,428 | 加仓 |
| Allworth Financial LP | 597,602 | $6,110.48万 | 0.25% | -14,356 | 减仓 |
| CWM, LLC | 568,929 | $5,817.30万 | 0.15% | -44,143 | 减仓 |
| Allspring Global Investments Holdings, LLC | 525,572 | $5,373.97万 | 0.09% | -18,014 | 减仓 |
| OSAIC HOLDINGS, INC. | 513,451 | $5,250.57万 | 0.08% | 10,726 | 加仓 |
| FMR LLC | 477,801 | $4,885.52万 | 0.00% | 6,864 | 加仓 |
| Nadler Financial Group, Inc. | 453,426 | $4,636.28万 | 4.47% | -4,909 | 减仓 |
| Curi Capital, LLC | 449,471 | $4,595.85万 | 0.82% | 138,672 | 加仓 |
| KINTRA WEALTH, LLC | 442,950 | $4,529.17万 | 3.20% | 442,950 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 434,741 | $4,445.22万 | 0.01% | -125,430 | 减仓 |
| Focus Partners Wealth | 418,662 | $4,280.81万 | 0.05% | -30,215 | 减仓 |
| AMERIPRISE FINANCIAL INC | 417,873 | $4,271.67万 | 0.01% | -1,910 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 407,856 | $4,170.32万 | 1.83% | -27,921 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 390,733 | $4,007.75万 | 0.08% | -60,690 | 减仓 |
| Tanglewood Legacy Advisors, LLC | 381,429 | $3,900.11万 | 14.11% | 25,354 | 加仓 |
| Atlantic Union Bankshares Corp | 367,483 | $3,757.51万 | 0.72% | 6,560 | 加仓 |
| Veracity Capital LLC | 360,856 | $3,689.75万 | 13.18% | -44,095 | 减仓 |
| HOWE & RUSLING INC | 358,791 | $3,668.64万 | 2.39% | 9,474 | 加仓 |
| HANTZ FINANCIAL SERVICES, INC. | 358,137 | $3,662.00万 | 0.56% | 10,731 | 加仓 |
| Financial Engines Advisors L.L.C. | 344,715 | $3,524.71万 | 0.07% | 55,709 | 加仓 |
内部人交易（Form 4）
IUSV 董事、高管和大股东的最新买卖申报。专业版可看 🔒