13F 机构持仓

LQTI FIRST TR EXCHANGE-TRADED FD

VEST INVESTMENT

持有机构数612026Q2
26Q126Q2
机构合计持股（股）12,844,1722026Q2
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
2026Q26112,844,172$2.48亿 834105$2,030.71万
2026Q15511,238,994$2.20亿 132875$3,186.93万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

LPL Financial LLC加仓$511.05万
COMMONWEALTH EQUITY SERVICES, LLC加仓$278.97万
HighTower Advisors, LLC新建仓$148.63万
Cetera Investment Advisers加仓$136.66万
Janney Montgomery Scott LLC重新持有$101.48万
SageGuard Financial Group, LLC加仓$99.49万
Cambridge Investment Research Advisors, Inc.加仓$97.04万
JANE STREET GROUP, LLC加仓$94.07万
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC加仓$91.44万
WINEBRENNER CAPITAL MANAGEMENT LLC新建仓$88.52万
Rise Advisors, LLC加仓$83.36万
Valmark Advisers, Inc.新建仓$74.03万
Balboa Wealth Partners加仓$69.26万
GREAT VALLEY ADVISOR GROUP, INC.加仓$68.76万
CREATIVE FINANCIAL DESIGNS INC /ADV加仓$60.84万
TRUIST FINANCIAL CORP加仓$58.40万
Prosperity Financial Group, Inc.加仓$43.86万
Delta Investment Management, LLC加仓$42.93万
Steward Partners Investment Advisory, LLC加仓$32.58万
PSI Advisors, LLC加仓$31.42万

2026Q2 卖出最多

CITADEL ADVISORS LLC清仓-$73.19万
GUARDIAN WEALTH ADVISORS, LLC / NC减仓-$72.67万
Aptus Capital Advisors, LLC减仓-$72.67万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$54.88万
Sulzberger Capital Advisors, Inc.减仓-$50.06万
Independent Wealth Network Inc.减仓-$48.31万
INDEPENDENT FINANCIAL GROUP, LLC减仓-$39.45万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC清仓-$21.86万
American Financial Advisors, LLC减仓-$4.14万
Capital Investment Advisory Services, LLC减仓-$3.98万
Gladstone Institutional Advisory LLC减仓-$1.24万
OneDigital Investment Advisors LLC减仓-$1.03万
Forefront Wealth Partners, LLC减仓-$2,645
AE Wealth Management LLC清仓-$12

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
GUARDIAN WEALTH ADVISORS, LLC / NC2,020,581$3,901.74万2.19%-37,632减仓
Aptus Capital Advisors, LLC2,020,581$3,901.74万0.27%-37,632减仓
COMMONWEALTH EQUITY SERVICES, LLC1,537,625$2,969.15万0.04%144,471加仓
Rise Advisors, LLC979,814$1,892.02万5.32%43,167加仓
Janney Montgomery Scott LLC593,882$1,146.80万0.02%52,554重新持有
Cetera Investment Advisers539,857$1,042.46万0.01%70,774加仓
CREATIVE FINANCIAL DESIGNS INC /ADV501,671$968.73万0.46%31,509加仓
LPL Financial LLC489,218$944.68万0.00%264,653加仓
LexAurum Advisors, LLC318,457$614.94万0.71%11,313加仓
Steward Partners Investment Advisory, LLC278,256$537.31万0.03%16,872加仓
GREAT VALLEY ADVISOR GROUP, INC.253,569$489.60万0.08%35,611加仓
ENVESTNET ASSET MANAGEMENT INC221,998$428.68万0.00%6,702加仓
SageGuard Financial Group, LLC208,695$402.99万0.57%51,523加仓
Delta Investment Management, LLC208,414$402.45万0.66%22,231加仓
Prosperity Financial Group, Inc.203,963$393.85万1.22%22,713加仓
TRUIST FINANCIAL CORP187,756$362.56万0.00%30,245加仓
IFP Advisors, Inc173,194$334.44万0.06%2,167加仓
NewEdge Advisors, LLC170,330$328.91万0.01%748加仓
Sulzberger Capital Advisors, Inc.154,057$297.48万2.90%-25,924减仓
JANE STREET GROUP, LLC153,259$295.94万0.00%48,715加仓
Insight Advisors, LLC/ PA139,962$270.27万0.48%4,074加仓
Balboa Wealth Partners134,661$260.03万0.35%35,866加仓
Advisory Services Network, LLC95,697$184.79万0.02%5,970加仓
Independent Wealth Network Inc.90,488$174.73万0.44%-25,016减仓
Cambridge Investment Research Advisors, Inc.90,196$174.20万0.00%50,245加仓
HighTower Advisors, LLC76,970$148.63万0.00%76,970新建仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC73,950$141.76万0.05%47,700加仓
INDEPENDENT FINANCIAL GROUP, LLC64,378$124.31万0.02%-20,430减仓
OneDigital Investment Advisors LLC58,433$112.83万0.01%-531减仓
Capital Investment Advisory Services, LLC53,815$103.92万0.06%-2,063减仓
Kingsview Wealth Management, LLC53,181$102.69万0.01%2,931加仓
Capital Analysts, LLC46,824$90.50万0.02%7,667加仓
WINEBRENNER CAPITAL MANAGEMENT LLC45,842$88.52万0.54%45,842新建仓
Brookstone Capital Management44,605$86.13万0.01%846加仓
PSI Advisors, LLC39,072$75.45万0.18%16,270加仓
Valmark Advisers, Inc.38,340$74.03万0.01%38,340新建仓
Southern Financial Group, LLC37,695$72.79万0.19%11加仓
American Financial Advisors, LLC35,533$68.61万0.08%-2,142减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,155$67.88万0.03%0不变
Forefront Wealth Partners, LLC33,060$63.84万0.20%-137减仓
CreativeOne Wealth, LLC30,030$57.99万0.01%0不变
Integrated Wealth Concepts LLC27,224$52.57万0.00%11,616加仓
OLD MISSION CAPITAL LLC26,359$50.90万0.01%2,070加仓
Stenger Family Office, LLC25,919$50.05万0.08%417加仓
Quad-Cities Investment Group, LLC24,023$46.39万0.17%0不变
1776 Wealth LLC22,382$43.22万0.15%0不变
Maridea Wealth Management LLC21,275$41.08万0.04%2,100加仓
HARBOUR INVESTMENTS, INC.20,995$40.54万0.01%9,630加仓
Apollon Wealth Management, LLC20,940$40.44万0.00%381加仓
PRIVATE CLIENT SERVICES, LLC17,713$34.20万0.09%0不变

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