IVES WEDBUSH SER TR
DAN IVES WEDBUSH
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 | 134 | 5,239,875 | $2.00亿 | 33 | 46 | 27 | 18 | $2,005.81万 |
| 2026Q1 | 121 | 5,111,236 | $1.46亿 | 19 | 48 | 28 | 20 | -$7,044.75万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| NEW WAVE WEALTH ADVISORS LLC | 新建仓 | $752.28万 |
| CAPTRUST FINANCIAL ADVISORS | 新建仓 | $739.56万 |
| Willow Financial LLC | 加仓 | $444.33万 |
| HighTower Advisors, LLC | 加仓 | $379.27万 |
| WEDBUSH SECURITIES INC | 加仓 | $290.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $133.45万 |
| STIFEL FINANCIAL CORP | 加仓 | $115.53万 |
| Quadrature Capital Ltd | 新建仓 | $91.31万 |
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $88.10万 |
| Longitude (Cayman) Ltd. | 加仓 | $70.92万 |
| Apollon Wealth Management, LLC | 加仓 | $68.58万 |
| Vienna Asset Management LLC | 新建仓 | $58.24万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $58.05万 |
| Mesirow Financial Investment Management, Inc. | 新建仓 | $57.52万 |
| UBS Group AG | 加仓 | $52.41万 |
| HB Wealth Management, LLC | 新建仓 | $51.58万 |
| O'ROURKE & COMPANY, Inc | 加仓 | $50.29万 |
| Mutual Advisors, LLC | 加仓 | $41.97万 |
| AE Wealth Management LLC | 加仓 | $37.82万 |
| Farther Finance Advisors, LLC | 加仓 | $30.93万 |
2026Q1 卖出最多
| Thrivent Financial for Lutherans | 清仓 | -$7,812.80万 |
| First Heartland Consultants, Inc. | 减仓 | -$690.57万 |
| ROYAL BANK OF CANADA | 减仓 | -$397.19万 |
| CITADEL ADVISORS LLC | 减仓 | -$270.19万 |
| JANE STREET GROUP, LLC | 清仓 | -$203.30万 |
| BXM Wealth LLC | 减仓 | -$198.57万 |
| Concentric Capital Strategies, LP | 清仓 | -$191.37万 |
| Cetera Investment Advisers | 减仓 | -$164.91万 |
| TD Waterhouse Canada Inc. | 减仓 | -$149.84万 |
| Janney Montgomery Scott LLC | 减仓 | -$135.94万 |
| Belvedere Trading LLC | 清仓 | -$103.76万 |
| CMC Financial Group | 清仓 | -$78.29万 |
| DAVENPORT & Co LLC | 清仓 | -$58.56万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$54.97万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$52.44万 |
| Cresset Asset Management, LLC | 减仓 | -$51.18万 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 清仓 | -$44.38万 |
| Private Advisor Group, LLC | 减仓 | -$42.06万 |
| GTS SECURITIES LLC | 重新持有 | -$33.54万 |
| DAYMARK WEALTH PARTNERS, LLC | 清仓 | -$28.56万 |
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 |
|---|---|---|---|---|---|
| WEDBUSH SECURITIES INC | 916,734 | $2,600.80万 | 0.76% | 102,493 | 加仓 |
| HighTower Advisors, LLC | 677,488 | $1,922.08万 | 0.02% | 133,683 | 加仓 |
| NEW WAVE WEALTH ADVISORS LLC | 265,168 | $752.28万 | 2.61% | 265,168 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 260,683 | $739.56万 | 0.01% | 260,683 | 新建仓 |
| Willow Financial LLC | 252,923 | $717.54万 | 7.27% | 156,620 | 加仓 |
| TD Waterhouse Canada Inc. | 206,741 | $593.13万 | 0.02% | -52,228 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 185,753 | $527.00万 | 0.01% | 9,127 | 加仓 |
| STIFEL FINANCIAL CORP | 182,494 | $517.74万 | 0.00% | 40,721 | 加仓 |
| Longitude (Cayman) Ltd. | 158,000 | $448.25万 | 1.83% | 25,000 | 加仓 |
| NewEdge Advisors, LLC | 136,159 | $386.28万 | 0.01% | 6,085 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 119,437 | $338.84万 | 0.26% | 31,053 | 加仓 |
| U.S. Capital Wealth Advisors, LLC | 102,306 | $290.24万 | 0.07% | 3,392 | 加仓 |
| Cetera Investment Advisers | 99,892 | $283.39万 | 0.00% | -58,128 | 减仓 |
| First Heartland Consultants, Inc. | 78,950 | $223.98万 | 0.17% | -243,414 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 73,296 | $207.94万 | 0.00% | 20,462 | 加仓 |
| Snowden Capital Advisors LLC | 63,697 | $180.71万 | 0.05% | 3,055 | 加仓 |
| Castle Rock Wealth Management, LLC | 60,906 | $175.41万 | 0.38% | 3,084 | 加仓 |
| Apollon Wealth Management, LLC | 58,499 | $165.96万 | 0.03% | 24,174 | 加仓 |
| O'ROURKE & COMPANY, Inc | 56,756 | $161.02万 | 0.64% | 17,728 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,100 | $150.64万 | 0.00% | -18,485 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,039 | $133.45万 | 0.00% | 47,039 | 新建仓 |
| LPL Financial LLC | 46,018 | $130.55万 | 0.00% | -852 | 减仓 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 38,593 | $109.49万 | 0.31% | 734 | 加仓 |
| Krilogy Financial LLC | 32,970 | $106.63万 | 0.03% | -7,605 | 减仓 |
| Quadrature Capital Ltd | 32,184 | $91.31万 | 0.01% | 32,184 | 新建仓 |
| Farther Finance Advisors, LLC | 31,609 | $90.65万 | 0.01% | 10,784 | 加仓 |
| COZAD ASSET MANAGEMENT INC | 31,657 | $89.81万 | 0.07% | 1,683 | 加仓 |
| BXM Wealth LLC | 31,580 | $89.59万 | 0.69% | -69,992 | 减仓 |
| Mutual Advisors, LLC | 31,329 | $88.88万 | 0.02% | 14,795 | 加仓 |
| Kestra Advisory Services, LLC | 30,524 | $86.60万 | 0.00% | 5,208 | 加仓 |
| BROWN ADVISORY INC | 30,184 | $85.63万 | 0.00% | 10,209 | 加仓 |
| Janney Montgomery Scott LLC | 29,640 | $84.10万 | 0.00% | -47,912 | 减仓 |
| AE Wealth Management LLC | 27,654 | $78.46万 | 0.00% | 13,331 | 加仓 |
| Sun Financial Inc | 20,548 | $76.01万 | 0.38% | 2,025 | 加仓 |
| VERUS CAPITAL PARTNERS, LLC | 24,500 | $69.51万 | 0.05% | 9,349 | 加仓 |
| Mariner, LLC | 24,374 | $69.15万 | 0.00% | 1,818 | 加仓 |
| Allworth Financial LP | 23,639 | $67.07万 | 0.00% | 1,060 | 加仓 |
| WORLD EQUITY GROUP, INC. | 21,522 | $61.06万 | 0.16% | 29 | 加仓 |
| GRIFFIN ASSET MANAGEMENT, INC. | 21,178 | $60.08万 | 0.07% | -169 | 减仓 |
| Vienna Asset Management LLC | 20,530 | $58.24万 | 0.45% | 20,530 | 新建仓 |
| MADDEN SECURITIES Corp | 20,325 | $57.66万 | 0.17% | -10 | 减仓 |
| Mesirow Financial Investment Management, Inc. | 20,272 | $57.52万 | 0.01% | 20,272 | 新建仓 |
| Everstar Asset Management, LLC | 20,033 | $56.83万 | 0.30% | 799 | 重新持有 |
| UBS Group AG | 20,006 | $56.76万 | 0.00% | 18,474 | 加仓 |
| GTS SECURITIES LLC | 19,765 | $56.07万 | 0.02% | -11,823 | 重新持有 |
| INDEPENDENT FINANCIAL GROUP, LLC | 19,263 | $54.65万 | 0.01% | -621 | 减仓 |
| VestGen Advisors, LLC | 14,622 | $52.58万 | 0.01% | -1,342 | 减仓 |
| HB Wealth Management, LLC | 18,181 | $51.58万 | 0.00% | 18,181 | 新建仓 |
| Estate Planners Group, LLC | 17,755 | $50.37万 | 0.24% | 1,894 | 加仓 |
| MARINO, STRAM & ASSOCIATES LLC | 15,313 | $43.44万 | 0.08% | 1,356 | 加仓 |
内部人交易（Form 4）
IVES 董事、高管和大股东的最新买卖申报。专业版可看 🔒