JULW AIM ETF PRODUCTS TRUST
US LRGCP B20 JUL
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 | 69 | 5,111,723 | $2.07亿 | 7 | 20 | 22 | 14 | -$1,716.15万 |
| 2026Q1 | 71 | 5,469,505 | $2.12亿 | 5 | 14 | 36 | 7 | -$252.36万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Allianz SE | 加仓 | $513.86万 |
| World Investment Advisors | 新建仓 | $453.21万 |
| Advyzon Investment Management, LLC | 加仓 | $249.41万 |
| Ausdal Financial Partners, Inc. | 新建仓 | $173.09万 |
| Elevated Capital Advisors, LLC | 加仓 | $167.54万 |
| Guardian Capital, LLC | 加仓 | $159.77万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $140.76万 |
| Kestra Advisory Services, LLC | 加仓 | $75.90万 |
| OLD MISSION CAPITAL LLC | 加仓 | $29.84万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $22.41万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $11.48万 |
| IFP Advisors, Inc | 加仓 | $11.01万 |
| BARCLAYS PLC | 加仓 | $9.89万 |
| Aegis Wealth Management, Inc. | 加仓 | $6.69万 |
| Merit Financial Group, LLC | 加仓 | $5.26万 |
| ST GERMAIN D J CO INC | 新建仓 | $3.35万 |
| Stirlingshire Investments, Inc. | 加仓 | $2.49万 |
| HANTZ FINANCIAL SERVICES, INC. | 新建仓 | $6,000 |
| SMART Wealth LLC | 加仓 | $272 |
2026Q1 卖出最多
| Lloyd Advisory Services, LLC. | 减仓 | -$1,081.77万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$337.07万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$147.20万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$93.37万 |
| GTS SECURITIES LLC | 清仓 | -$64.13万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$50.90万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$48.72万 |
| CENTAURUS FINANCIAL, INC. | 减仓 | -$45.73万 |
| Spire Wealth Management | 减仓 | -$41.84万 |
| AE Wealth Management LLC | 减仓 | -$35.02万 |
| PARK AVENUE SECURITIES LLC | 清仓 | -$33.90万 |
| RFG Advisory, LLC | 减仓 | -$33.72万 |
| LifeWealth Investments, LLC | 减仓 | -$32.37万 |
| Csenge Advisory Group | 清仓 | -$25.84万 |
| Simplicity Wealth,LLC | 清仓 | -$23.89万 |
| Great Lakes Retirement, Inc. | 减仓 | -$22.53万 |
| B.O.S.S. Retirement Advisors, LLC | 减仓 | -$21.80万 |
| Midwest Financial Network, LLC | 减仓 | -$19.83万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$16.97万 |
| HOWARD BAILEY SECURITIES, LLC | 减仓 | -$14.18万 |
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1,271,928 | $4,936.57万 | 0.07% | -37,928 | 减仓 |
| AE Wealth Management LLC | 817,175 | $3,171.59万 | 0.17% | -9,023 | 减仓 |
| OSAIC HOLDINGS, INC. | 258,027 | $1,001.40万 | 0.01% | -86,852 | 减仓 |
| LPL Financial LLC | 253,272 | $982.99万 | 0.00% | -1,360 | 减仓 |
| Cetera Investment Advisers | 228,448 | $886.65万 | 0.01% | -1,439 | 减仓 |
| CENTAURUS FINANCIAL, INC. | 189,377 | $735.00万 | 0.35% | -11,782 | 减仓 |
| AMERICAN ASSET MANAGEMENT INC. | 150,999 | $586.05万 | 5.09% | -1,762 | 减仓 |
| Kestra Advisory Services, LLC | 146,890 | $570.11万 | 0.02% | 19,556 | 加仓 |
| Allianz SE | 137,398 | $533.26万 | 0.06% | 132,398 | 加仓 |
| Advyzon Investment Management, LLC | 127,664 | $495.49万 | 0.44% | 64,261 | 加仓 |
| Long Island Wealth Management, Inc. | 122,547 | $475.63万 | 2.21% | -134 | 减仓 |
| World Investment Advisors | 116,771 | $453.21万 | 0.07% | 116,771 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 98,252 | $381.33万 | 0.00% | -4,373 | 减仓 |
| Elevated Capital Advisors, LLC | 95,852 | $372.02万 | 0.94% | 43,167 | 加仓 |
| Guardian Capital, LLC | 95,103 | $369.11万 | 3.53% | 41,165 | 加仓 |
| B.O.S.S. Retirement Advisors, LLC | 81,235 | $315.29万 | 0.96% | -5,617 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 81,210 | $315.20万 | 0.01% | 5,774 | 加仓 |
| HOWARD BAILEY SECURITIES, LLC | 77,440 | $300.56万 | 1.24% | -3,653 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 73,992 | $287.18万 | 0.00% | -13,114 | 减仓 |
| RFG Advisory, LLC | 70,976 | $275.47万 | 0.05% | -8,689 | 减仓 |
| BIP Wealth, LLC | 65,719 | $255.07万 | 0.10% | -2,000 | 减仓 |
| GTS FINANCIAL, LLC | 59,754 | $205.95万 | 1.63% | — | — |
| Great Lakes Retirement, Inc. | 51,710 | $200.70万 | 0.21% | -5,806 | 减仓 |
| Compass Advisory Group LLC | 45,781 | $177.68万 | 0.48% | 0 | 不变 |
| Ausdal Financial Partners, Inc. | 44,597 | $173.09万 | 0.08% | 44,597 | 新建仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 35,101 | $140.76万 | 0.02% | 35,101 | 新建仓 |
| WEALTHGARDEN F.S. LLC | 35,801 | $138.95万 | 0.95% | 0 | 不变 |
| Aegis Wealth Management, Inc. | 34,797 | $135.05万 | 1.06% | 1,724 | 加仓 |
| Integrated Wealth Management | 32,181 | $124.90万 | 1.43% | -1,433 | 减仓 |
| IFP Advisors, Inc | 31,503 | $122.27万 | 0.03% | 2,837 | 加仓 |
| LifeWealth Investments, LLC | 31,350 | $121.67万 | 0.36% | -8,339 | 减仓 |
| OLD MISSION CAPITAL LLC | 29,976 | $116.34万 | 0.02% | 7,689 | 加仓 |
| Centennial Advisors, LLC | 29,127 | $113.05万 | 1.44% | -1,483 | 减仓 |
| Forty-three Eighteen Advisors, LLC | 27,827 | $108.00万 | 0.81% | -2,179 | 减仓 |
| Focus Financial Network, Inc. | 27,231 | $105.69万 | 0.04% | -29 | 减仓 |
| Cypress Wealth Services, LLC | 26,852 | $104.22万 | 0.15% | 0 | 不变 |
| HARBOUR INVESTMENTS, INC. | 26,339 | $102.23万 | 0.02% | -12,553 | 减仓 |
| Midwest Financial Network, LLC | 25,009 | $97.07万 | 0.77% | -5,109 | 减仓 |
| Castle Rock Wealth Management, LLC | 24,619 | $96.02万 | 0.21% | 0 | 不变 |
| INDEPENDENT FINANCIAL GROUP, LLC | 23,337 | $90.57万 | 0.02% | 2,958 | 加仓 |
| SMART Wealth LLC | 19,717 | $76.53万 | 0.22% | 7 | 加仓 |
| Spire Wealth Management | 18,659 | $72.41万 | 0.02% | -10,780 | 减仓 |
| Joseph P. Lucia & Associates, LLC | 17,695 | $68.68万 | 0.25% | -400 | 减仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,580 | $64.35万 | 0.03% | -503 | 减仓 |
| Kingdom Financial Group LLC. | 16,371 | $63.54万 | 0.18% | -1,430 | 减仓 |
| Lloyd Advisory Services, LLC. | 16,371 | $63.54万 | 0.18% | -278,722 | 减仓 |
| Grantvest Financial Group LLC | 15,532 | $60.28万 | 0.39% | -376 | 减仓 |
| Clear Point Advisors Inc. | 15,416 | $59.83万 | 0.05% | -1,025 | 减仓 |
| PFG Advisors | 14,503 | $56.29万 | 0.03% | 0 | 不变 |
| Advus Financial Partners, LLC | 11,612 | $45.07万 | 0.11% | -2,451 | 减仓 |
内部人交易（Form 4）
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