LRGF ISHARES TR
U S EQUITY FACTR
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 | 252 | 41,273,370 | $31.18亿 | 18 | 88 | 76 | 13 | $1.65亿 |
| 2026Q1 | 243 | 38,971,291 | $25.78亿 | 21 | 75 | 82 | 6 | -$2,830.76万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Annex Advisory Services, LLC | 新建仓 | $8,988.29万 |
| Integrated Wealth Concepts LLC | 加仓 | $3,056.41万 |
| Kestra Investment Management, LLC | 加仓 | $2,606.51万 |
| SigFig Wealth Management, LLC | 加仓 | $2,391.82万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,831.84万 |
| Modern Wealth Management, LLC | 加仓 | $1,292.08万 |
| EXCHANGE TRADED CONCEPTS, LLC | 新建仓 | $1,232.00万 |
| Conrad Siegel Investment Advisors, Inc. | 加仓 | $1,158.94万 |
| Plancorp, LLC | 加仓 | $791.17万 |
| FMR LLC | 加仓 | $707.00万 |
| Strategic Financial Services, Inc. | 加仓 | $516.44万 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 加仓 | $442.27万 |
| Clearwater Capital Advisors, LLC | 加仓 | $399.15万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $376.16万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $373.11万 |
| Acropolis Investment Management, LLC | 加仓 | $298.27万 |
| World Investment Advisors | 加仓 | $297.71万 |
| LifeGoal Investments, LLC | 加仓 | $240.98万 |
| Farther Finance Advisors, LLC | 加仓 | $219.67万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $151.85万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$9,802.92万 |
| AFFINITY WEALTH MANAGEMENT LLC | 清仓 | -$4,549.57万 |
| EWA, LLC | 减仓 | -$4,225.25万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$3,191.37万 |
| JPMORGAN CHASE & CO | 减仓 | -$2,285.62万 |
| DDFG, Inc | 减仓 | -$1,264.15万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,015.36万 |
| BlackRock, Inc. | 减仓 | -$912.77万 |
| Pettinga Financial Advisors LLC | 减仓 | -$456.21万 |
| Quantinno Capital Management LP | 减仓 | -$453.47万 |
| MORGAN STANLEY | 减仓 | -$437.20万 |
| Ullmann Wealth Partners Group, LLC | 减仓 | -$349.98万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$327.52万 |
| CORA CAPITAL ADVISORS LLC | 减仓 | -$285.01万 |
| CITIGROUP INC | 减仓 | -$272.29万 |
| Beirne Wealth Consulting Services, LLC | 减仓 | -$241.53万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$231.63万 |
| FORTE ASSET MANAGEMENT LLC | 减仓 | -$184.48万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$167.71万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 减仓 | -$157.65万 |
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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | 3,990,874 | $2.63亿 | 12.53% | 78,249 | 加仓 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,626,489 | $2.39亿 | 11.55% | 67,011 | 加仓 |
| SigFig Wealth Management, LLC | 2,891,969 | $1.91亿 | 5.60% | 362,397 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,879,070 | $1.90亿 | 0.04% | 277,552 | 加仓 |
| Tolleson Wealth Management, Inc. | 2,336,066 | $1.54亿 | 22.51% | -10,267 | 减仓 |
| Plancorp, LLC | 1,980,357 | $1.36亿 | 3.84% | 115,280 | 加仓 |
| Annex Advisory Services, LLC | 1,361,862 | $8,988.29万 | 1.68% | 1,361,862 | 新建仓 |
| Ullmann Wealth Partners Group, LLC | 1,163,663 | $7,680.18万 | 7.97% | -53,027 | 减仓 |
| Clearwater Capital Advisors, LLC | 1,128,442 | $7,447.72万 | 6.01% | 60,478 | 加仓 |
| Modern Wealth Management, LLC | 1,051,355 | $6,983.10万 | 1.20% | 194,532 | 加仓 |
| Kestra Investment Management, LLC | 964,191 | $6,363.66万 | 1.10% | 394,925 | 加仓 |
| Compound Planning, Inc. | 778,056 | $5,135.17万 | 1.58% | -19,399 | 减仓 |
| Cardinal Point Capital Management ULC | 731,889 | $4,830.47万 | 2.96% | -9,298 | 减仓 |
| AMERIPRISE FINANCIAL INC | 704,890 | $4,653.24万 | 0.01% | -49,614 | 减仓 |
| Integrated Wealth Concepts LLC | 676,047 | $4,461.91万 | 0.36% | 463,093 | 加仓 |
| JPMORGAN CHASE & CO | 689,544 | $4,422.05万 | 0.00% | -356,404 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 658,586 | $4,346.67万 | 0.01% | 56,532 | 加仓 |
| Conrad Siegel Investment Advisors, Inc. | 533,205 | $3,519.15万 | 6.35% | 175,597 | 加仓 |
| MORGAN STANLEY | 531,388 | $3,507.17万 | 0.00% | -66,242 | 减仓 |
| Focus Partners Wealth | 527,707 | $3,482.87万 | 0.04% | -5,322 | 减仓 |
| CORA CAPITAL ADVISORS LLC | 474,684 | $3,132.92万 | 10.37% | -43,183 | 减仓 |
| Pettinga Financial Advisors LLC | 415,915 | $2,745.04万 | 5.17% | -69,123 | 减仓 |
| OSAIC HOLDINGS, INC. | 399,316 | $2,635.52万 | 0.04% | -153,841 | 减仓 |
| LPL Financial LLC | 376,529 | $2,485.09万 | 0.01% | -4,364 | 减仓 |
| Acropolis Investment Management, LLC | 357,549 | $2,359.82万 | 1.04% | 45,193 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 285,753 | $1,885.97万 | 1.37% | -23,886 | 减仓 |
| Beirne Wealth Consulting Services, LLC | 266,900 | $1,761.71万 | 4.98% | -36,592 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 266,452 | $1,758.58万 | 0.01% | -13,688 | 减仓 |
| LifeGoal Investments, LLC | 250,341 | $1,663.59万 | 9.52% | 36,263 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 247,723 | $1,634.97万 | 0.00% | -483,541 | 减仓 |
| FOSTER & MOTLEY INC | 226,286 | $1,493.50万 | 0.77% | 14,834 | 加仓 |
| World Investment Advisors | 217,819 | $1,437.61万 | 0.23% | 45,107 | 加仓 |
| Stonebridge Financial Group, LLC | 210,990 | $1,392.54万 | 1.15% | 15,493 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 186,667 | $1,232.00万 | 0.09% | 186,667 | 新建仓 |
| DDFG, Inc | 173,417 | $1,144.55万 | 2.47% | -191,538 | 减仓 |
| Obsido Oy | 167,169 | $1,103.32万 | 6.67% | 7,224 | 加仓 |
| HighTower Advisors, LLC | 165,052 | $1,089.36万 | 0.01% | 346 | 加仓 |
| Parallel Advisors, LLC | 160,291 | $1,057.93万 | 0.19% | 9,103 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 159,621 | $1,053.50万 | 0.00% | 1,413 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 147,259 | $979.27万 | 0.02% | -25,219 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 145,241 | $936.08万 | 0.00% | 9,834 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 139,568 | $921.15万 | 0.10% | 23,007 | 加仓 |
| HB Wealth Management, LLC | 139,397 | $920.02万 | 0.06% | -942 | 减仓 |
| CWM, LLC | 131,877 | $870.39万 | 0.02% | 2,483 | 加仓 |
| FMR LLC | 124,795 | $823.65万 | 0.00% | 107,121 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 122,525 | $808.66万 | 0.01% | -4,263 | 减仓 |
| Corient Private Wealth LP | 124,280 | $797.17万 | 0.01% | -1,528,295 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 119,833 | $790.90万 | 0.42% | -1,426 | 减仓 |
| ROYAL BANK OF CANADA | 114,447 | $755.30万 | 0.00% | 12,002 | 加仓 |
| CITIGROUP INC | 113,514 | $749.19万 | 0.00% | -41,256 | 减仓 |
内部人交易（Form 4）
LRGF 董事、高管和大股东的最新买卖申报。专业版可看 🔒