JMBS JANUS DETROIT STR TR
HENDERSON MTG
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 | 270 | 136,603,670 | $61.48亿 | 31 | 144 | 74 | 28 | $2.73亿 |
| 2026Q1 | 270 | 131,273,122 | $59.30亿 | 33 | 129 | 79 | 31 | -$4.41亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $1.42亿 |
| Advance Capital Management, Inc. | 加仓 | $7,901.97万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $7,274.08万 |
| EP Wealth Advisors, LLC | 新建仓 | $4,634.73万 |
| Corient Private Wealth LP | 加仓 | $2,608.48万 |
| Haverford Trust Co | 加仓 | $2,192.87万 |
| HighTower Advisors, LLC | 加仓 | $2,179.96万 |
| Pictet North America Advisors SA | 加仓 | $1,747.93万 |
| Modern Wealth Management, LLC | 加仓 | $1,147.54万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1,015.50万 |
| VERUS CAPITAL PARTNERS, LLC | 加仓 | $962.39万 |
| Kestra Investment Management, LLC | 加仓 | $878.81万 |
| NewEdge Wealth, LLC | 新建仓 | $745.94万 |
| Leo Wealth, LLC | 加仓 | $722.12万 |
| UBS Group AG | 加仓 | $678.67万 |
| Hamilton Capital, LLC | 加仓 | $673.33万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $666.04万 |
| Sage Mountain Advisors LLC | 加仓 | $652.67万 |
| FOSTER & MOTLEY INC | 加仓 | $632.30万 |
| Gradient Investments LLC | 加仓 | $540.85万 |
2026Q1 卖出最多
| Richard Bernstein Advisors LLC | 减仓 | -$3.99亿 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$3.88亿 |
| Parallel Advisors, LLC | 减仓 | -$5,033.23万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3,720.13万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$2,950.85万 |
| Madison Asset Management, LLC | 减仓 | -$1,548.19万 |
| ROYAL BANK OF CANADA | 减仓 | -$1,456.50万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1,351.98万 |
| SEVEN MILE ADVISORY | 清仓 | -$1,258.24万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$786.15万 |
| CGN Advisors LLC | 减仓 | -$755.77万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 减仓 | -$730.93万 |
| Cetera Investment Advisers | 减仓 | -$724.14万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$691.76万 |
| AllGen Financial Advisors, Inc. | 减仓 | -$626.48万 |
| STIFEL FINANCIAL CORP | 减仓 | -$614.11万 |
| Horizon Investments, LLC | 减仓 | -$593.07万 |
| Pallas Capital Advisors LLC | 减仓 | -$512.69万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$453.47万 |
| Westwood Wealth Management | 清仓 | -$321.82万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 28,558,480 | $12.90亿 | 0.08% | 3,145,938 | 加仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21,835,366 | $9.87亿 | 0.15% | 224,768 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 9,747,198 | $4.40亿 | 0.03% | -8,580,867 | 减仓 |
| Haverford Trust Co | 3,699,020 | $1.67亿 | 1.53% | 485,364 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 3,263,290 | $1.47亿 | 0.05% | -153,111 | 减仓 |
| OSAIC HOLDINGS, INC. | 3,120,282 | $1.41亿 | 0.21% | 37,276 | 加仓 |
| Focus Partners Wealth | 2,824,503 | $1.28亿 | 0.14% | 18,501 | 加仓 |
| UBS Group AG | 2,513,744 | $1.14亿 | 0.02% | 150,214 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,375,089 | $1.07亿 | 0.03% | -653,131 | 减仓 |
| Gradient Investments LLC | 2,346,915 | $1.06亿 | 1.64% | 119,709 | 加仓 |
| Corient Private Wealth LP | 2,106,756 | $9,343.61万 | 0.13% | 588,148 | 加仓 |
| Hamilton Capital, LLC | 2,041,354 | $9,222.84万 | 4.78% | 149,033 | 加仓 |
| Modern Wealth Management, LLC | 1,996,621 | $9,026.73万 | 1.55% | 253,824 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,991,036 | $8,994.56万 | 0.02% | 1,610,189 | 加仓 |
| FOSTER & MOTLEY INC | 1,949,409 | $8,807.40万 | 4.54% | 139,952 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,872,770 | $8,461.18万 | 0.02% | -13,441 | 减仓 |
| Advance Capital Management, Inc. | 1,762,883 | $7,964.70万 | 3.02% | 1,748,998 | 加仓 |
| ROYAL BANK OF CANADA | 1,755,988 | $7,933.60万 | 0.01% | -322,376 | 减仓 |
| LPL Financial LLC | 1,635,035 | $7,387.09万 | 0.02% | 72,354 | 加仓 |
| Pallas Capital Advisors LLC | 1,533,817 | $6,929.79万 | 2.61% | -113,478 | 减仓 |
| Bank of New York Mellon Corp | 1,232,072 | $5,566.50万 | 0.01% | 7,400 | 加仓 |
| Madison Asset Management, LLC | 1,189,356 | $5,373.51万 | 0.67% | -342,672 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,073,162 | $4,866.79万 | 0.10% | -820,316 | 减仓 |
| CAPITAL ADVISORS INC/OK | 1,065,273 | $4,812.90万 | 0.77% | -6,084 | 减仓 |
| EP Wealth Advisors, LLC | 1,025,837 | $4,634.73万 | 0.23% | 1,025,837 | 新建仓 |
| AlphaCore Capital LLC | 803,461 | $3,646.14万 | 0.86% | -22,475 | 减仓 |
| INSPIRION WEALTH ADVISORS, LLC | 766,123 | $3,461.35万 | 4.31% | 112,401 | 加仓 |
| TRUIST FINANCIAL CORP | 738,847 | $3,338.11万 | 0.05% | 30,712 | 加仓 |
| CGN Advisors LLC | 712,479 | $3,218.98万 | 2.54% | -167,279 | 减仓 |
| Kestra Investment Management, LLC | 696,640 | $3,147.42万 | 0.54% | 194,512 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 685,210 | $3,095.78万 | 0.24% | 77,327 | 加仓 |
| ALBION FINANCIAL GROUP /UT | 644,876 | $2,913.55万 | 1.88% | 21,024 | 加仓 |
| KWB Wealth | 620,188 | $2,833.64万 | 2.80% | -70,349 | 减仓 |
| Towneley Capital Management, Inc / DE | 615,498 | $2,780.82万 | 5.82% | 17,236 | 加仓 |
| Pictet North America Advisors SA | 614,104 | $2,774.52万 | 2.76% | 386,881 | 加仓 |
| Sage Mountain Advisors LLC | 612,346 | $2,766.58万 | 1.94% | 144,459 | 加仓 |
| ARVEST INVESTMENTS, INC. | 604,333 | $2,730.38万 | 3.72% | -4,155 | 减仓 |
| Leo Wealth, LLC | 594,085 | $2,684.01万 | 1.95% | 159,837 | 加仓 |
| Cetera Investment Advisers | 583,130 | $2,634.58万 | 0.03% | -160,279 | 减仓 |
| Legacy Private Trust Co. | 575,274 | $2,599.09万 | 1.60% | 30,311 | 加仓 |
| Rockefeller Capital Management L.P. | 519,221 | $2,348.31万 | 0.04% | 15,826 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 496,311 | $2,242.37万 | 0.41% | -100,369 | 减仓 |
| HighTower Advisors, LLC | 488,873 | $2,208.73万 | 0.02% | 482,505 | 加仓 |
| Moment Partners, LLC | 454,702 | $2,063.46万 | 3.68% | 30,567 | 重新持有 |
| Insight Wealth Strategies, LLC | 453,389 | $2,048.41万 | 2.29% | 102,533 | 加仓 |
| Financial Enhancement Group LLC | 427,984 | $1,957.17万 | 2.37% | 8,780 | 加仓 |
| SeaBridge Investment Advisors LLC | 418,001 | $1,888.53万 | 3.20% | 3,806 | 加仓 |
| Horizon Investments, LLC | 419,377 | $1,886.78万 | 0.21% | -131,823 | 减仓 |
| Parallel Advisors, LLC | 393,378 | $1,777.28万 | 0.32% | -1,114,039 | 减仓 |
| Blue Edge Capital, LLC | 386,161 | $1,744.67万 | 2.32% | 60,711 | 加仓 |
内部人交易（Form 4）
JMBS 董事、高管和大股东的最新买卖申报。专业版可看 🔒