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 🔒 | ||||||||
2026Q2 买入最多
| Annex Advisory Services, LLC | 加仓 | $1.12亿 |
| Modern Wealth Management, LLC | 加仓 | $5,743.95万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,530.15万 |
| Vise Technologies, Inc. | 加仓 | $1,056.87万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $955.57万 |
| Plancorp, LLC | 加仓 | $846.73万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $625.01万 |
| LifeGoal Investments, LLC | 加仓 | $344.25万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $305.32万 |
| Quantinno Capital Management LP | 加仓 | $279.94万 |
| SigFig Wealth Management, LLC | 加仓 | $269.95万 |
| SILVER OAK SECURITIES, INCORPORATED | 新建仓 | $191.85万 |
| Clearwater Capital Advisors, LLC | 加仓 | $160.37万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $147.03万 |
| Ameritas Advisory Services, LLC | 新建仓 | $136.20万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $120.05万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $111.80万 |
| XML Financial, LLC | 加仓 | $99.86万 |
| FMR LLC | 加仓 | $98.97万 |
| Qube Research & Technologies Ltd | 重新持有 | $95.06万 |
2026Q2 卖出最多
| Kestra Investment Management, LLC | 减仓 | -$2,326.40万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$858.97万 |
| Corient Private Wealth LP | 减仓 | -$776.47万 |
| Heck Capital Advisors, LLC | 清仓 | -$556.73万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 减仓 | -$496.07万 |
| Focus Partners Wealth | 减仓 | -$460.57万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$353.45万 |
| Family Capital Trust Co | 减仓 | -$304.10万 |
| JANE STREET GROUP, LLC | 重新持有 | -$253.47万 |
| Addison Advisors LLC | 减仓 | -$244.68万 |
| Ullmann Wealth Partners Group, LLC | 减仓 | -$218.01万 |
| LPL Financial LLC | 减仓 | -$200.77万 |
| ROYAL BANK OF CANADA | 减仓 | -$190.21万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$151.56万 |
| MORGAN STANLEY | 减仓 | -$143.50万 |
| JPMORGAN CHASE & CO | 减仓 | -$121.28万 |
| Strategic Financial Services, Inc. | 减仓 | -$119.75万 |
| Farther Finance Advisors, LLC | 减仓 | -$112.34万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$108.19万 |
| Private Advisor Group, LLC | 减仓 | -$103.48万 |
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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | 3,975,040 | $3.01亿 | 13.17% | -15,834 | 减仓 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,621,832 | $2.74亿 | 11.85% | -4,657 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,005,418 | $2.27亿 | 0.04% | 126,348 | 加仓 |
| SigFig Wealth Management, LLC | 2,927,890 | $2.20亿 | 5.83% | 35,921 | 加仓 |
| Annex Advisory Services, LLC | 2,839,647 | $2.15亿 | 3.67% | 1,477,785 | 加仓 |
| Tolleson Wealth Management, Inc. | 2,326,510 | $1.76亿 | 23.72% | -9,556 | 减仓 |
| Plancorp, LLC | 2,091,989 | $1.59亿 | 3.87% | 111,632 | 加仓 |
| Modern Wealth Management, LLC | 1,810,836 | $1.37亿 | 1.63% | 759,481 | 加仓 |
| Clearwater Capital Advisors, LLC | 1,149,647 | $8,694.78万 | 6.37% | 21,205 | 加仓 |
| Ullmann Wealth Partners Group, LLC | 1,134,837 | $8,582.78万 | 7.80% | -28,826 | 减仓 |
| Integrated Wealth Concepts LLC | 878,367 | $6,643.11万 | 0.32% | 202,320 | 加仓 |
| Compound Planning, Inc. | 781,052 | $5,907.09万 | 1.54% | 2,996 | 加仓 |
| Cardinal Point Capital Management ULC | 736,666 | $5,571.40万 | 3.16% | 4,777 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 698,956 | $5,286.20万 | 0.01% | 40,370 | 加仓 |
| JPMORGAN CHASE & CO | 673,406 | $5,060.65万 | 0.00% | -16,138 | 减仓 |
| Kestra Investment Management, LLC | 656,588 | $4,965.78万 | 0.96% | -307,603 | 减仓 |
| AMERIPRISE FINANCIAL INC | 592,041 | $4,506.44万 | 0.01% | -112,849 | 减仓 |
| Conrad Siegel Investment Advisors, Inc. | 520,948 | $3,939.93万 | 6.41% | -12,257 | 减仓 |
| MORGAN STANLEY | 512,414 | $3,875.39万 | 0.00% | -18,974 | 减仓 |
| CORA CAPITAL ADVISORS LLC | 483,912 | $3,659.83万 | 10.27% | 9,228 | 加仓 |
| Focus Partners Wealth | 466,809 | $3,530.48万 | 0.04% | -60,898 | 减仓 |
| OSAIC HOLDINGS, INC. | 404,298 | $3,057.70万 | 0.04% | 4,982 | 加仓 |
| Pettinga Financial Advisors LLC | 402,597 | $3,044.84万 | 4.88% | -13,318 | 减仓 |
| Acropolis Investment Management, LLC | 358,709 | $2,712.92万 | 1.07% | 1,160 | 加仓 |
| LPL Financial LLC | 349,982 | $2,646.91万 | 0.01% | -26,547 | 减仓 |
| LifeGoal Investments, LLC | 295,859 | $2,237.58万 | 10.24% | 45,518 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 282,326 | $2,135.23万 | 0.01% | 15,874 | 加仓 |
| Beirne Wealth Consulting Services, LLC | 267,564 | $2,023.76万 | 4.03% | 664 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 243,744 | $1,843.43万 | 0.00% | -3,979 | 减仓 |
| Vise Technologies, Inc. | 229,518 | $1,735.84万 | 0.20% | 139,742 | 加仓 |
| FOSTER & MOTLEY INC | 223,031 | $1,686.80万 | 0.78% | -3,255 | 减仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 220,162 | $1,665.09万 | 1.22% | -65,591 | 减仓 |
| Stonebridge Financial Group, LLC | 214,927 | $1,625.49万 | 1.23% | 3,937 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 201,449 | $1,523.56万 | 0.07% | 14,782 | 加仓 |
| World Investment Advisors | 217,819 | $1,437.61万 | 0.24% | 0 | 不变 |
| Obsido Oy | 172,107 | $1,301.65万 | 6.96% | 4,938 | 加仓 |
| DDFG, Inc | 169,454 | $1,281.58万 | 2.54% | -3,963 | 减仓 |
| Parallel Advisors, LLC | 168,713 | $1,275.98万 | 0.19% | 8,422 | 加仓 |
| HighTower Advisors, LLC | 168,632 | $1,275.37万 | 0.01% | 3,580 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 155,171 | $1,173.56万 | 0.00% | -4,450 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 145,208 | $1,079.04万 | 0.00% | -33 | 减仓 |
| Vestmark Advisory Solutions, Inc. | 140,887 | $1,065.53万 | 0.10% | 1,319 | 加仓 |
| FMR LLC | 137,881 | $1,042.80万 | 0.00% | 13,086 | 加仓 |
| HB Wealth Management, LLC | 135,999 | $1,028.57万 | 0.06% | -3,398 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 130,950 | $990.40万 | 0.01% | 82,638 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 130,900 | $990.00万 | 0.01% | -5,900 | 重新持有 |
| EVOLVE PRIVATE WEALTH, LLC | 121,145 | $916.22万 | 0.56% | 1,312 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 120,079 | $908.16万 | 0.01% | -2,446 | 减仓 |
| CITIGROUP INC | 115,916 | $876.67万 | 0.00% | 2,402 | 加仓 |
| Quantinno Capital Management LP | 113,282 | $856.75万 | 0.01% | 37,014 | 加仓 |
内部人交易（Form 4）
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