13F 机构持仓

JMBS JANUS DETROIT STR TR

HENDERSON MTG

持有机构数2702026Q2
26Q126Q2
机构合计持股(股)136,603,6702026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2270136,603,670$61.48亿 311447428$2.73亿
2026Q1270131,273,122$59.30亿 331297931-$4.41亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

MORGAN STANLEY加仓$8,948.02万
Corient Private Wealth LP加仓$5,467.51万
CHARLES SCHWAB INVESTMENT MANAGEMENT INC加仓$2,404.32万
CYPRESS FINANCIAL PLANNING LLC新建仓$1,867.99万
Gradient Investments LLC加仓$1,537.99万
Medallion Wealth Advisors, LLC加仓$1,489.30万
Cambridge Investment Research Advisors, Inc.加仓$1,426.96万
Haverford Trust Co加仓$1,324.72万
CITADEL ADVISORS LLC加仓$1,229.33万
OSAIC HOLDINGS, INC.加仓$1,093.83万
ARQ WEALTH ADVISORS, LLC新建仓$1,083.06万
ROYAL BANK OF CANADA加仓$1,052.64万
AMERIPRISE FINANCIAL INC加仓$971.39万
LPL Financial LLC加仓$949.22万
AllGen Financial Advisors, Inc.加仓$835.28万
JPMORGAN CHASE & CO加仓$705.80万
RAYMOND JAMES FINANCIAL INC加仓$660.46万
BANK OF AMERICA CORP /DE/加仓$637.81万
Private Advisor Group, LLC加仓$566.08万
IFP Advisors, Inc加仓$489.12万

2026Q2 卖出最多

Modern Wealth Management, LLC减仓-$6,041.62万
Moment Partners, LLC清仓-$2,063.46万
Insight Wealth Strategies, LLC清仓-$2,048.41万
KWB Wealth减仓-$899.02万
Kestra Investment Management, LLC减仓-$556.12万
OLD MISSION CAPITAL LLC清仓-$433.70万
FOSTER & MOTLEY INC减仓-$416.36万
Madison Asset Management, LLC减仓-$372.85万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC清仓-$244.53万
Bank of New York Mellon Corp减仓-$238.32万
FLP Wealth Management, LLC减仓-$206.79万
Split Rock Private Trading & Wealth Management, LLC减仓-$201.81万
Parallel Advisors, LLC减仓-$189.35万
Horizon Investments, LLC减仓-$186.00万
Clear Creek Financial Management, LLC清仓-$184.30万
IHT Wealth Management, LLC清仓-$182.32万
Northwest Financial Advisors减仓-$179.93万
Fourth Dimension Wealth, LLC减仓-$173.52万
Redwood Wealth Management Group, LLC清仓-$171.37万
WELLS FARGO & COMPANY/MN减仓-$168.41万

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
MORGAN STANLEY30,547,370$13.74亿0.07%1,988,890加仓
CHARLES SCHWAB INVESTMENT MANAGEMENT INC22,369,778$10.06亿0.13%534,412加仓
BANK OF AMERICA CORP /DE/9,888,964$4.45亿0.03%141,766加仓
Haverford Trust Co3,993,467$1.80亿1.55%294,447加仓
RAYMOND JAMES FINANCIAL INC3,410,091$1.53亿0.04%146,801加仓
OSAIC HOLDINGS, INC.3,363,367$1.51亿0.18%243,085加仓
Corient Private Wealth LP3,321,191$1.50亿0.21%1,214,435加仓
Focus Partners Wealth2,825,037$1.27亿0.13%534加仓
Gradient Investments LLC2,688,767$1.21亿1.67%341,852加仓
UBS Group AG2,597,488$1.17亿0.01%83,744加仓
ENVESTNET ASSET MANAGEMENT INC2,420,928$1.09亿0.03%45,839加仓
AMERIPRISE FINANCIAL INC2,206,955$9,928.80万0.02%215,919加仓
Hamilton Capital, LLC2,035,111$9,155.97万4.53%-6,243减仓
ROYAL BANK OF CANADA1,989,959$8,952.90万0.01%233,971加仓
FOSTER & MOTLEY INC1,856,863$8,354.00万3.84%-92,546减仓
LPL Financial LLC1,846,020$8,305.24万0.02%210,985加仓
WELLS FARGO & COMPANY/MN1,835,337$8,257.18万0.01%-37,433减仓
Advance Capital Management, Inc.1,789,564$8,051.25万2.60%26,681加仓
Pallas Capital Advisors LLC1,638,165$7,370.11万2.27%104,348加仓
Bank of New York Mellon Corp1,179,100$5,304.77万0.01%-52,972减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,163,322$5,203.54万0.09%90,160加仓
Madison Asset Management, LLC1,106,482$4,978.06万0.59%-82,874减仓
EP Wealth Advisors, LLC1,068,068$4,805.24万0.18%42,231加仓
CAPITAL ADVISORS INC/OK1,047,135$4,711.06万0.69%-18,138减仓
INSPIRION WEALTH ADVISORS, LLC850,946$3,817.34万4.37%84,823加仓
TRUIST FINANCIAL CORP803,929$3,616.88万0.04%65,082加仓
AlphaCore Capital LLC775,881$3,505.76万0.64%-27,580减仓
CGN Advisors LLC739,199$3,325.66万2.43%26,720加仓
Sage Mountain Advisors LLC716,333$3,222.78万1.98%103,987加仓
ALBION FINANCIAL GROUP /UT676,034$3,041.48万1.76%31,158加仓
GUGGENHEIM CAPITAL LLC666,521$2,998.68万0.19%-18,689减仓
Modern Wealth Management, LLC653,740$2,941.17万0.35%-1,342,881减仓
ARVEST INVESTMENTS, INC.643,610$2,895.60万3.50%39,277加仓
Towneley Capital Management, Inc / DE624,815$2,811.04万5.52%9,317加仓
Cambridge Investment Research Advisors, Inc.619,658$2,787.80万0.03%317,178加仓
Cetera Investment Advisers606,920$2,730.53万0.02%23,790加仓
Legacy Private Trust Co.602,038$2,708.57万1.50%26,764加仓
Pictet North America Advisors SA584,021$2,627.51万2.32%-30,083减仓
Kestra Investment Management, LLC573,031$2,578.07万0.50%-123,609减仓
HighTower Advisors, LLC514,221$2,313.48万0.02%25,348加仓
GREAT VALLEY ADVISOR GROUP, INC.510,655$2,297.46万0.36%14,344加仓
Rockefeller Capital Management L.P.501,234$2,257.49万0.03%-17,987减仓
AllGen Financial Advisors, Inc.496,674$2,234.53万4.88%185,660加仓
SeaBridge Investment Advisors LLC446,615$2,009.32万2.91%28,614加仓
Financial Enhancement Group LLC439,049$1,975.28万2.36%11,065加仓
STANSBERRY ASSET MANAGEMENT, LLC426,966$1,920.92万1.76%41,886加仓
KWB Wealth420,361$1,891.21万1.62%-199,827减仓
CYPRESS FINANCIAL PLANNING LLC415,201$1,867.99万4.52%415,201新建仓
Blue Edge Capital, LLC387,864$1,745.00万2.05%1,703加仓
Horizon Investments, LLC377,860$1,692.81万0.19%-41,517减仓

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