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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $4.15亿 |
| Kestra Investment Management, LLC | 加仓 | $6,286.80万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $4,953.54万 |
| Arax Advisory Partners | 加仓 | $4,891.79万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,526.32万 |
| Janney Montgomery Scott LLC | 加仓 | $3,381.20万 |
| SIGNATUREFD, LLC | 加仓 | $2,522.02万 |
| LPL Financial LLC | 加仓 | $2,342.34万 |
| Modern Wealth Management, LLC | 加仓 | $2,294.75万 |
| Merit Financial Group, LLC | 加仓 | $2,069.50万 |
| Corient Private Wealth LP | 加仓 | $1,973.08万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,874.89万 |
| PNC Financial Services Group, Inc. | 加仓 | $1,800.40万 |
| Gotham Asset Management, LLC | 加仓 | $1,734.84万 |
| KINTRA WEALTH, LLC | 加仓 | $1,717.59万 |
| BRANDES INVESTMENT PARTNERS, LP | 新建仓 | $1,695.24万 |
| Curi Capital, LLC | 加仓 | $1,361.60万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $1,274.24万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $1,268.89万 |
| NATIXIS ADVISORS, LLC | 加仓 | $1,175.11万 |
2026Q2 卖出最多
| Venturi Wealth Management, LLC | 减仓 | -$8,237.57万 |
| Auto-Owners Insurance Co | 减仓 | -$5,400.29万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$3,664.04万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,786.69万 |
| MFA WEALTH ADVISORS, LLC | 减仓 | -$1,579.00万 |
| Trek Financial, LLC | 减仓 | -$1,304.94万 |
| FORTRESS FINANCIAL GROUP, LLC | 减仓 | -$1,159.37万 |
| ICONIQ Capital, LLC | 清仓 | -$877.74万 |
| Equitable Holdings, Inc. | 减仓 | -$737.73万 |
| Independent Advisor Alliance | 清仓 | -$718.02万 |
| MORGAN STANLEY | 减仓 | -$713.12万 |
| UBS Group AG | 减仓 | -$641.62万 |
| DEFINED WEALTH MANAGEMENT, LLC | 清仓 | -$595.43万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$536.07万 |
| Robertson Stephens Wealth Management, LLC | 减仓 | -$485.90万 |
| Blue Trust, Inc. | 减仓 | -$440.14万 |
| SAPIENT CAPITAL LLC | 减仓 | -$346.53万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$339.56万 |
| Pathfinder Wealth Consulting, Inc. | 清仓 | -$332.77万 |
| Independence Financial Advisors, LLC | 减仓 | -$321.18万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 87,142,505 | $95.99亿 | 0.62% | 3,767,783 | 加仓 |
| LPL Financial LLC | 17,438,274 | $19.21亿 | 0.43% | 212,650 | 加仓 |
| MORGAN STANLEY | 9,794,840 | $10.79亿 | 0.06% | -64,741 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 8,102,785 | $8.90亿 | 0.36% | 451,015 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,575,951 | $8.34亿 | 0.20% | 410,930 | 加仓 |
| SIGNATUREFD, LLC | 4,871,244 | $5.37亿 | 7.17% | 228,962 | 加仓 |
| Kestra Investment Management, LLC | 4,464,120 | $4.92亿 | 9.53% | 570,749 | 加仓 |
| Blue Trust, Inc. | 4,235,766 | $4.67亿 | 4.89% | -39,958 | 减仓 |
| ASPIRIANT, LLC | 3,685,507 | $4.06亿 | 10.02% | 2,452 | 加仓 |
| Merit Financial Group, LLC | 2,976,786 | $3.28亿 | 2.00% | 187,880 | 加仓 |
| JPMORGAN CHASE & CO | 1,917,456 | $2.11亿 | 0.01% | -162,117 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,655,527 | $1.82亿 | 0.05% | 15,390 | 加仓 |
| PNC Financial Services Group, Inc. | 1,601,375 | $1.76亿 | 0.09% | 163,450 | 加仓 |
| ROYAL BANK OF CANADA | 1,576,412 | $1.74亿 | 0.03% | 67,936 | 加仓 |
| UBS Group AG | 1,540,958 | $1.70亿 | 0.02% | -58,250 | 减仓 |
| BENJAMIN EDWARDS INC | 1,392,296 | $1.53亿 | 1.40% | 79,290 | 加仓 |
| Modera Wealth Management, LLC | 1,192,955 | $1.31亿 | 1.40% | 5,474 | 加仓 |
| BLAIR WILLIAM & CO/IL | 1,189,639 | $1.31亿 | 0.34% | 23,687 | 加仓 |
| Foster Group, Inc. | 1,131,712 | $1.25亿 | 3.31% | 19,520 | 加仓 |
| NATIXIS ADVISORS, LLC | 1,131,519 | $1.25亿 | 0.14% | 106,683 | 加仓 |
| Corient Private Wealth LP | 997,535 | $1.10亿 | 0.15% | 179,126 | 加仓 |
| Auto-Owners Insurance Co | 864,000 | $9,522.14万 | 2.15% | -490,000 | 减仓 |
| WELLS FARGO & COMPANY/MN | 851,253 | $9,376.55万 | 0.02% | -332,641 | 减仓 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 808,560 | $8,906.29万 | 7.51% | — | — |
| Cetera Investment Advisers | 755,194 | $8,318.45万 | 0.08% | 44,379 | 加仓 |
| HighTower Advisors, LLC | 744,190 | $8,197.25万 | 0.08% | 26,715 | 加仓 |
| Sequoia Financial Advisors, LLC | 695,001 | $7,655.44万 | 0.38% | -649 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 671,256 | $7,393.88万 | 0.89% | -30,827 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 669,764 | $7,377.45万 | 0.09% | 11,188 | 加仓 |
| McGlone Suttner Wealth Management, Inc. | 664,617 | $7,320.76万 | 8.59% | 11,315 | 加仓 |
| KINTRA WEALTH, LLC | 591,891 | $6,825.69万 | 3.57% | 148,941 | 加仓 |
| OSAIC HOLDINGS, INC. | 603,501 | $6,649.12万 | 0.08% | 90,050 | 加仓 |
| Allworth Financial LP | 587,665 | $6,473.13万 | 0.27% | -9,937 | 减仓 |
| Curi Capital, LLC | 573,084 | $6,312.53万 | 0.97% | 123,613 | 加仓 |
| Allspring Global Investments Holdings, LLC | 532,868 | $5,869.54万 | 0.09% | 7,296 | 加仓 |
| FMR LLC | 482,741 | $5,317.39万 | 0.00% | 4,940 | 加仓 |
| GOLDMAN SACHS GROUP INC | 472,655 | $5,206.29万 | 0.00% | 37,914 | 加仓 |
| AMERIPRISE FINANCIAL INC | 460,850 | $5,070.63万 | 0.01% | 42,977 | 加仓 |
| Arax Advisory Partners | 450,235 | $4,959.33万 | 0.33% | 444,103 | 加仓 |
| Nadler Financial Group, Inc. | 443,540 | $4,885.59万 | 4.14% | -9,886 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 429,490 | $4,730.83万 | 1.81% | 21,634 | 加仓 |
| HOWE & RUSLING INC | 416,948 | $4,592.68万 | 2.66% | 58,157 | 加仓 |
| Janney Montgomery Scott LLC | 410,476 | $4,521.40万 | 0.09% | 306,963 | 加仓 |
| Gotham Asset Management, LLC | 398,466 | $4,389.10万 | 0.10% | 157,498 | 加仓 |
| Focus Partners Wealth | 397,894 | $4,382.81万 | 0.04% | -20,768 | 减仓 |
| Financial Engines Advisors L.L.C. | 397,448 | $4,377.89万 | 0.08% | 52,733 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 391,557 | $4,374.09万 | 0.07% | 824 | 加仓 |
| Tanglewood Legacy Advisors, LLC | 383,487 | $4,224.12万 | 13.63% | 2,058 | 加仓 |
| Atlantic Union Bankshares Corp | 375,135 | $4,132.11万 | 0.69% | 7,652 | 加仓 |
| Veracity Capital LLC | 368,402 | $4,057.95万 | 10.96% | 7,546 | 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 🔒