13F 机构持仓

MDIV FIRST TR EXCHANGE TRADED FD

MULTI ASSET DI

持有机构数862026Q2
26Q126Q2
机构合计持股(股)9,659,7712026Q2
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
2026Q2869,659,771$1.60亿 7422514$1,419.36万
2026Q1958,893,620$1.44亿 737344-$11.94万
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$772.83万
Cambridge Investment Research Advisors, Inc.加仓$270.30万
MORGAN STANLEY加仓$158.04万
Ameritas Advisory Services, LLC加仓$135.06万
HARBOUR INVESTMENTS, INC.加仓$93.79万
Total Clarity Wealth Management, Inc.加仓$92.62万
JONES FINANCIAL COMPANIES LLLP加仓$66.22万
ENVESTNET ASSET MANAGEMENT INC加仓$46.49万
Wellington Shields & Co., LLC加仓$45.36万
INTEGRITY ALLIANCE, LLC.新建仓$40.80万
RPg Family Wealth Advisory, LLC加仓$26.03万
Rockport Wealth LLC加仓$24.44万
WELLS FARGO & COMPANY/MN加仓$22.45万
RAYMOND JAMES FINANCIAL INC加仓$20.74万
BANK OF AMERICA CORP /DE/加仓$20.03万
Flaharty Asset Management, LLC新建仓$19.23万
COLUMBIA ADVISORY PARTNERS LLC新建仓$17.99万
Summit Financial, LLC新建仓$17.39万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$16.84万
OSAIC HOLDINGS, INC.加仓$11.91万

2026Q2 卖出最多

Elevation Capital Advisory, LLC清仓-$128.49万
Independent Advisor Alliance清仓-$69.71万
TMB Capital Partners, LLC清仓-$67.36万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$52.61万
Private Advisor Group, LLC减仓-$28.71万
Kestra Advisory Services, LLC减仓-$24.65万
Concurrent Investment Advisors, LLC清仓-$21.32万
MERCER GLOBAL ADVISORS INC /ADV清仓-$18.00万
PFG Investments, LLC清仓-$17.36万
Capital Investment Advisory Services, LLC减仓-$16.86万
IFP Advisors, Inc减仓-$13.20万
AMERIPRISE FINANCIAL INC减仓-$12.33万
Cetera Investment Advisers减仓-$9.95万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$9.76万
STIFEL FINANCIAL CORP减仓-$9.66万
MAI Capital Management清仓-$9.03万
Endowment Wealth Management, Inc.减仓-$8.53万
HighPoint Advisor Group LLC减仓-$8.38万
UBS Group AG减仓-$8.09万
Cornerstone Wealth Management, LLC减仓-$7.79万

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
LPL Financial LLC1,528,693$2,526.16万0.01%467,675加仓
MORGAN STANLEY1,324,867$2,189.34万0.00%95,635加仓
AMERIPRISE FINANCIAL INC646,449$1,068.26万0.00%-7,462减仓
BANK OF AMERICA CORP /DE/576,403$952.51万0.00%12,120加仓
HARBOUR INVESTMENTS, INC.543,420$898.00万0.12%56,757加仓
ROYAL BANK OF CANADA424,849$702.10万0.00%5,374加仓
RAYMOND JAMES FINANCIAL INC381,966$631.20万0.00%12,548加仓
Cambridge Investment Research Advisors, Inc.326,852$540.20万0.01%163,546加仓
WELLS FARGO & COMPANY/MN301,453$498.15万0.00%13,588加仓
Cetera Investment Advisers272,651$450.56万0.00%-6,022减仓
Rockport Wealth LLC271,939$449.38万0.75%14,790加仓
COMMONWEALTH EQUITY SERVICES, LLC246,823$407.87万0.01%-5,904减仓
Rockefeller Capital Management L.P.199,775$330.13万0.01%6,917加仓
Total Clarity Wealth Management, Inc.173,956$287.46万0.56%56,046加仓
OSAIC HOLDINGS, INC.166,781$275.68万0.00%7,206加仓
Capital Investment Advisory Services, LLC130,920$216.35万0.13%-10,200减仓
ENVESTNET ASSET MANAGEMENT INC124,986$206.54万0.00%28,134加仓
JONES FINANCIAL COMPANIES LLLP122,308$202.24万0.00%40,051加仓
Harvest Investment Services, LLC117,347$193.92万0.30%2,056加仓
Kestra Advisory Services, LLC117,215$193.70万0.01%-14,919减仓
WEDBUSH SECURITIES INC95,709$158.20万0.04%-2,693减仓
Ameritas Advisory Services, LLC95,576$157.94万0.03%81,733加仓
&PARTNERS85,549$141.37万0.01%2,853加仓
Elevated Capital Advisors, LLC70,994$117.32万0.32%1,088加仓
UBS Group AG65,358$108.00万0.00%-4,897减仓
COTTONWOOD CAPITAL ADVISORS, LLC62,493$103.27万0.62%297加仓
Wellington Shields & Co., LLC62,080$102.59万0.23%27,450加仓
STIFEL FINANCIAL CORP61,655$101.89万0.00%-5,843减仓
TCFG Investment Advisors, LLC58,010$95.86万0.32%-24减仓
Fortis Group Advisors, LLC54,907$90.73万0.14%2,179加仓
PSI Advisors, LLC50,827$83.99万0.20%6,927加仓
Cornerstone Wealth Management, LLC50,517$83.48万0.04%-4,717减仓
Janney Montgomery Scott LLC46,862$77.40万0.00%-1,394减仓
Endowment Wealth Management, Inc.46,308$76.52万0.30%-5,163减仓
CITADEL ADVISORS LLC45,963$75.95万0.00%-498减仓
TrueWealth Advisors, LLC44,864$74.14万0.17%-175减仓
Proactive Wealth Strategies LLC43,260$71.49万0.11%0不变
Sigma Planning Corp43,128$71.27万0.02%-483减仓
Freedom Financial Partners LLC37,770$62.41万0.20%271加仓
RPg Family Wealth Advisory, LLC37,400$61.80万0.06%15,750加仓
Intrua Financial, LLC35,529$58.71万0.05%491加仓
HighTower Advisors, LLC34,355$56.77万0.00%-251减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC33,950$56.57万0.00%10,106加仓
Larson Financial Group LLC33,619$55.56万0.01%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC33,451$55.37万0.02%5,760加仓
INTEGRITY ALLIANCE, LLC.24,692$40.80万0.01%24,692新建仓
Stratos Wealth Partners, LTD.19,357$31.99万0.00%-614减仓
Keystone Financial Group16,499$27.27万0.02%61加仓
HighPoint Advisor Group LLC15,936$26.33万0.01%-5,071减仓
TRUIST FINANCIAL CORP15,294$25.27万0.00%251加仓

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