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 🔒

2026Q1 买入最多

MORGAN STANLEY加仓$591.86万
RAYMOND JAMES FINANCIAL INC加仓$186.70万
HARBOUR INVESTMENTS, INC.加仓$110.14万
ENVESTNET ASSET MANAGEMENT INC加仓$95.07万
LPL Financial LLC加仓$88.37万
Independent Advisor Alliance新建仓$69.71万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$52.61万
CITADEL ADVISORS LLC加仓$43.99万
Proactive Wealth Strategies LLC加仓$34.98万
Wellington Shields & Co., LLC加仓$33.32万
JONES FINANCIAL COMPANIES LLLP加仓$28.38万
&PARTNERS加仓$25.56万
Kestra Advisory Services, LLC加仓$24.70万
Rockefeller Capital Management L.P.加仓$20.46万
FIFTH THIRD BANCORP新建仓$19.61万
MERCER GLOBAL ADVISORS INC /ADV新建仓$18.00万
PFG Investments, LLC新建仓$17.36万
ROYAL BANK OF CANADA加仓$15.81万
WELLS FARGO & COMPANY/MN加仓$14.23万
PSI Advisors, LLC加仓$14.18万

2026Q1 卖出最多

STIFEL FINANCIAL CORP减仓-$832.99万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$256.65万
Elevation Capital Advisory, LLC减仓-$153.83万
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC减仓-$53.81万
Cetera Investment Advisers减仓-$48.78万
Capital Investment Advisory Services, LLC减仓-$44.33万
Private Advisor Group, LLC减仓-$37.44万
Advisory Services Network, LLC减仓-$23.18万
AMERIPRISE FINANCIAL INC减仓-$17.71万
OSAIC HOLDINGS, INC.减仓-$17.02万
StoneX Group Inc.清仓-$15.95万
Sanctuary Advisors, LLC重新持有-$7.77万
COTTONWOOD CAPITAL ADVISORS, LLC减仓-$7.39万
TRUIST FINANCIAL CORP减仓-$5.58万
Harvest Investment Services, LLC减仓-$5.17万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$4.93万
TrueWealth Advisors, LLC减仓-$4.79万
Jaffetilchin Investment Partners, LLC减仓-$3.69万
Janney Montgomery Scott LLC减仓-$3.29万
Stratos Wealth Partners, LTD.减仓-$3.25万

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
MORGAN STANLEY1,229,232$1,987.67万0.00%366,026加仓
LPL Financial LLC1,061,018$1,715.67万0.00%54,652加仓
AMERIPRISE FINANCIAL INC653,911$1,057.37万0.00%-10,953减仓
BANK OF AMERICA CORP /DE/564,283$912.45万0.00%6,656加仓
HARBOUR INVESTMENTS, INC.486,663$786.93万0.12%68,116加仓
ROYAL BANK OF CANADA419,475$678.30万0.00%9,780加仓
RAYMOND JAMES FINANCIAL INC369,418$597.35万0.00%115,460加仓
WELLS FARGO & COMPANY/MN287,865$465.48万0.00%8,803加仓
Cetera Investment Advisers278,673$450.61万0.00%-30,169减仓
Rockport Wealth LLC257,149$415.81万0.76%434加仓
COMMONWEALTH EQUITY SERVICES, LLC252,727$408.66万0.01%-158,722减仓
Rockefeller Capital Management L.P.192,858$311.85万0.01%12,655加仓
Cambridge Investment Research Advisors, Inc.163,306$264.10万0.01%-942减仓
OSAIC HOLDINGS, INC.159,575$258.03万0.00%-10,523减仓
Capital Investment Advisory Services, LLC141,120$228.19万0.17%-27,415减仓
Kestra Advisory Services, LLC132,134$213.66万0.01%15,276加仓
Total Clarity Wealth Management, Inc.117,910$190.66万0.45%2,424加仓
Harvest Investment Services, LLC115,291$186.43万0.34%-3,195减仓
WEDBUSH SECURITIES INC98,402$159.10万0.05%3,302加仓
ENVESTNET ASSET MANAGEMENT INC96,852$156.61万0.00%58,795加仓
&PARTNERS82,696$133.48万0.01%15,837加仓
JONES FINANCIAL COMPANIES LLLP82,257$132.01万0.00%17,685加仓
Elevation Capital Advisory, LLC79,459$128.49万0.55%-95,131减仓
UBS Group AG70,255$113.60万0.00%2,725加仓
Elevated Capital Advisors, LLC69,906$113.04万0.28%371加仓
STIFEL FINANCIAL CORP67,498$109.14万0.00%-515,153减仓
COTTONWOOD CAPITAL ADVISORS, LLC62,196$100.57万0.71%-4,569减仓
TCFG WEALTH MANAGEMENT, LLC58,034$93.84万0.35%723加仓
TCFG Investment Advisors, LLC58,034$93.84万0.35%——
Cornerstone Wealth Management, LLC55,234$89.31万0.04%-1,460减仓
Fortis Group Advisors, LLC52,728$88.06万0.14%-1,019减仓
Endowment Wealth Management, Inc.51,471$83.23万0.37%1,603加仓
Janney Montgomery Scott LLC48,256$78.00万0.00%-2,036减仓
CITADEL ADVISORS LLC46,461$75.13万0.00%27,202加仓
TrueWealth Advisors, LLC45,039$72.83万0.18%-2,962减仓
PSI Advisors, LLC43,900$70.99万0.17%8,768加仓
Sigma Planning Corp43,611$70.52万0.02%-693减仓
Proactive Wealth Strategies LLC43,260$69.95万0.13%21,630加仓
Independent Advisor Alliance43,110$69.71万0.01%43,110新建仓
TMB Capital Partners, LLC41,656$67.36万0.23%-163减仓
Freedom Financial Partners LLC37,499$60.65万0.22%1,833加仓
Jaffetilchin Investment Partners, LLC36,990$59.81万0.04%-2,284减仓
Intrua Financial, LLC35,038$56.66万0.06%49加仓
Wellington Shields & Co., LLC34,630$56.00万0.14%20,605加仓
HighTower Advisors, LLC34,606$55.96万0.00%2,574加仓
Larson Financial Group LLC33,619$54.36万0.02%-600减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP32,537$52.61万0.00%32,537新建仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,691$44.77万0.01%-33,282减仓
Private Advisor Group, LLC27,633$44.68万0.00%-23,152减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC23,844$38.72万0.00%-3,035减仓

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