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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,142.26万 |
| NEW WAVE WEALTH ADVISORS LLC | 加仓 | $1,124.97万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $639.07万 |
| Avior Wealth Management, LLC | 新建仓 | $404.36万 |
| STIFEL FINANCIAL CORP | 加仓 | $374.11万 |
| BROWN ADVISORY INC | 加仓 | $312.39万 |
| HighTower Advisors, LLC | 加仓 | $302.09万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $300.33万 |
| Federation des caisses Desjardins du Quebec | 加仓 | $262.81万 |
| Qube Research & Technologies Ltd | 新建仓 | $203.56万 |
| CITADEL ADVISORS LLC | 加仓 | $174.53万 |
| NewEdge Advisors, LLC | 加仓 | $138.15万 |
| RENAISSANCE TECHNOLOGIES LLC | 新建仓 | $134.81万 |
| Tower Research Capital LLC (TRC) | 新建仓 | $126.49万 |
| AE Wealth Management LLC | 加仓 | $99.61万 |
| Mesirow Financial Investment Management, Inc. | 加仓 | $80.10万 |
| Tripletail Wealth Management, LLC | 加仓 | $65.61万 |
| Arax Advisory Partners | 新建仓 | $61.51万 |
| Avidian Wealth Enterprises, LLC | 新建仓 | $57.14万 |
| XTX Topco Ltd | 新建仓 | $53.74万 |
2026Q2 卖出最多
| WEDBUSH SECURITIES INC | 减仓 | -$2,493.76万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$823.78万 |
| TD Waterhouse Canada Inc. | 减仓 | -$769.23万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$133.45万 |
| Quadrature Capital Ltd | 清仓 | -$91.31万 |
| First Heartland Consultants, Inc. | 减仓 | -$88.34万 |
| UBS Group AG | 减仓 | -$76.04万 |
| Krilogy Financial LLC | 减仓 | -$60.56万 |
| Vienna Asset Management LLC | 清仓 | -$58.24万 |
| HB Wealth Management, LLC | 清仓 | -$51.58万 |
| Focus Partners Wealth | 清仓 | -$30.27万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$28.40万 |
| Institute for Wealth Management, LLC. | 减仓 | -$24.20万 |
| Private Advisor Group, LLC | 清仓 | -$22.70万 |
| Lido Advisors, LLC | 减仓 | -$20.00万 |
| Box Hill Private Wealth LLC | 减仓 | -$16.84万 |
| Allworth Financial LP | 减仓 | -$13.43万 |
| Apollon Wealth Management, LLC | 减仓 | -$12.07万 |
| Rockefeller Capital Management L.P. | 清仓 | -$11.22万 |
| SIMPLEX TRADING, LLC | 清仓 | -$10.62万 |
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 756,776 | $2,883.32万 | 0.03% | 79,288 | 加仓 |
| NEW WAVE WEALTH ADVISORS LLC | 560,436 | $2,135.26万 | 2.91% | 295,268 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 485,550 | $1,850.00万 | 0.02% | 299,797 | 加仓 |
| STIFEL FINANCIAL CORP | 280,685 | $1,069.41万 | 0.01% | 98,191 | 加仓 |
| WEDBUSH SECURITIES INC | 262,186 | $998.90万 | 0.26% | -654,548 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 241,031 | $918.33万 | 0.00% | 167,735 | 加仓 |
| NewEdge Advisors, LLC | 172,418 | $656.91万 | 0.02% | 36,259 | 加仓 |
| Longitude (Cayman) Ltd. | 161,000 | $613.41万 | 1.95% | 3,000 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 131,658 | $501.62万 | 0.34% | 12,221 | 加仓 |
| Cetera Investment Advisers | 112,247 | $427.66万 | 0.00% | 12,355 | 加仓 |
| BROWN ADVISORY INC | 112,176 | $427.39万 | 0.01% | 81,992 | 加仓 |
| Avior Wealth Management, LLC | 106,132 | $404.36万 | 0.11% | 106,132 | 新建仓 |
| Beacon Pointe Advisors, LLC | 78,827 | $300.33万 | 0.01% | 78,827 | 新建仓 |
| Federation des caisses Desjardins du Quebec | 72,140 | $274.85万 | 0.01% | 68,980 | 加仓 |
| Snowden Capital Advisors LLC | 68,417 | $260.67万 | 0.06% | 4,720 | 加仓 |
| Castle Rock Wealth Management, LLC | 65,575 | $248.59万 | 0.49% | 4,669 | 加仓 |
| O'ROURKE & COMPANY, Inc | 64,612 | $246.17万 | 0.86% | 7,856 | 加仓 |
| CITADEL ADVISORS LLC | 60,187 | $229.31万 | 0.00% | 45,808 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 55,915 | $213.03万 | 0.00% | 2,815 | 加仓 |
| First Heartland Consultants, Inc. | 55,763 | $212.46万 | 0.14% | -23,187 | 减仓 |
| Apollon Wealth Management, LLC | 55,330 | $210.81万 | 0.03% | -3,169 | 减仓 |
| AE Wealth Management LLC | 53,798 | $204.97万 | 0.01% | 26,144 | 加仓 |
| Qube Research & Technologies Ltd | 53,427 | $203.56万 | 0.00% | 53,427 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 44,467 | $169.42万 | 0.00% | -216,216 | 减仓 |
| LPL Financial LLC | 43,793 | $166.85万 | 0.00% | -2,225 | 减仓 |
| Mesirow Financial Investment Management, Inc. | 41,294 | $157.34万 | 0.02% | 21,022 | 加仓 |
| BXM Wealth LLC | 38,725 | $147.54万 | 0.80% | 7,145 | 加仓 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 36,533 | $139.19万 | 0.35% | -2,060 | 减仓 |
| Farther Finance Advisors, LLC | 35,593 | $135.55万 | 0.01% | 3,984 | 加仓 |
| RENAISSANCE TECHNOLOGIES LLC | 35,384 | $134.81万 | 0.00% | 35,384 | 新建仓 |
| Tower Research Capital LLC (TRC) | 33,199 | $126.49万 | 0.03% | 33,199 | 新建仓 |
| COZAD ASSET MANAGEMENT INC | 31,926 | $121.64万 | 0.08% | 269 | 加仓 |
| Mutual Advisors, LLC | 30,139 | $114.83万 | 0.02% | -1,190 | 减仓 |
| Tripletail Wealth Management, LLC | 30,180 | $112.51万 | 1.29% | 17,600 | 加仓 |
| Janney Montgomery Scott LLC | 29,356 | $111.80万 | 0.00% | -284 | 减仓 |
| VERUS CAPITAL PARTNERS, LLC | 29,094 | $110.85万 | 0.06% | 4,594 | 加仓 |
| Kestra Advisory Services, LLC | 28,239 | $107.59万 | 0.00% | -2,285 | 减仓 |
| GTS SECURITIES LLC | 27,522 | $104.86万 | 0.02% | 7,757 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 27,200 | $103.63万 | 0.02% | 7,937 | 加仓 |
| Mariner, LLC | 23,374 | $89.05万 | 0.00% | -1,000 | 减仓 |
| Everstar Asset Management, LLC | 21,521 | $82.00万 | 0.34% | 1,488 | 加仓 |
| Sun Financial Inc | 21,031 | $81.87万 | 0.39% | 483 | 加仓 |
| WORLD EQUITY GROUP, INC. | 20,444 | $77.89万 | 0.17% | -1,078 | 减仓 |
| Allworth Financial LP | 20,113 | $76.63万 | 0.00% | -3,526 | 减仓 |
| MADDEN SECURITIES Corp | 19,825 | $75.53万 | 0.21% | -500 | 减仓 |
| GRIFFIN ASSET MANAGEMENT, INC. | 19,422 | $74.00万 | 0.08% | -1,756 | 减仓 |
| Estate Planners Group, LLC | 18,653 | $71.07万 | 0.32% | 898 | 加仓 |
| Krilogy Financial LLC | 17,076 | $65.06万 | 0.02% | -15,894 | 减仓 |
| MARINO, STRAM & ASSOCIATES LLC | 16,728 | $63.73万 | 0.10% | 1,415 | 加仓 |
| Arax Advisory Partners | 16,144 | $61.51万 | 0.00% | 16,144 | 新建仓 |
内部人交易（Form 4）
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