MDYV SPDR SER TR
S&P 400 MDCP VAL
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 | 384 | 21,628,758 | $20.50亿 | 21 | 124 | 151 | 17 | $5,626.96万 |
| 2026Q1 | 379 | 21,464,259 | $18.58亿 | 19 | 122 | 156 | 23 | -$1.02亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Convergence Financial, LLC | 加仓 | $2,518.75万 |
| Equitable Holdings, Inc. | 加仓 | $1,191.29万 |
| Summit Financial, LLC | 新建仓 | $1,100.08万 |
| AE Wealth Management LLC | 加仓 | $866.67万 |
| MORGAN STANLEY | 加仓 | $703.59万 |
| Savant Capital, LLC | 新建仓 | $430.66万 |
| Independent Advisor Alliance | 加仓 | $354.02万 |
| NorthRock Partners, LLC | 加仓 | $341.26万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $288.69万 |
| WealthTrak Capital Management LLC | 新建仓 | $263.85万 |
| Cetera Investment Advisers | 加仓 | $244.92万 |
| MONECO ADVISORS, LLC | 加仓 | $243.68万 |
| LPL Financial LLC | 加仓 | $226.26万 |
| Avantax Planning Partners, Inc. | 加仓 | $211.39万 |
| Lutz Financial Services LLC | 加仓 | $190.91万 |
| First National Trust Co | 加仓 | $181.28万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $132.18万 |
| FAS Wealth Partners, Inc. | 加仓 | $122.34万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $111.88万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $96.51万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$6,673.47万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$4,331.33万 |
| STIFEL FINANCIAL CORP | 减仓 | -$1,682.61万 |
| BENJAMIN EDWARDS INC | 减仓 | -$1,408.11万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,265.07万 |
| IHT Wealth Management, LLC | 清仓 | -$1,184.22万 |
| Asset Dedication, LLC | 减仓 | -$689.58万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 减仓 | -$594.62万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$481.00万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$381.44万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$308.92万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$211.91万 |
| Koss-Olinger Consulting, LLC | 减仓 | -$164.45万 |
| Mach-1 Financial Group, LLC | 清仓 | -$161.14万 |
| Modera Wealth Management, LLC | 减仓 | -$112.87万 |
| Pinnacle Family Advisors, LLC | 清仓 | -$108.48万 |
| Advisor OS, LLC | 减仓 | -$95.80万 |
| JNBA Financial Advisors | 减仓 | -$88.10万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$81.66万 |
| SOL Capital Management CO | 清仓 | -$66.00万 |
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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 1,343,748 | $1.14亿 | 1.81% | 40,077 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,285,715 | $1.10亿 | 0.22% | -778,974 | 减仓 |
| Financial Engines Advisors L.L.C. | 1,197,590 | $1.02亿 | 0.20% | -56,489 | 减仓 |
| LPL Financial LLC | 1,080,226 | $9,198.12万 | 0.02% | 26,572 | 加仓 |
| AE Wealth Management LLC | 960,579 | $8,179.34万 | 0.44% | 101,781 | 加仓 |
| Avantax Planning Partners, Inc. | 918,268 | $7,819.05万 | 2.15% | 24,826 | 加仓 |
| Lutz Financial Services LLC | 805,859 | $6,861.89万 | 4.61% | 22,421 | 加仓 |
| MORGAN STANLEY | 726,104 | $6,182.78万 | 0.00% | 82,629 | 加仓 |
| Equitable Holdings, Inc. | 369,007 | $6,044.09万 | 0.38% | 72,731 | 加仓 |
| FAS Wealth Partners, Inc. | 625,208 | $5,323.64万 | 3.32% | 14,368 | 加仓 |
| Convergence Financial, LLC | 601,278 | $5,135.25万 | 5.44% | 294,916 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 504,899 | $4,299.22万 | 0.17% | — | — |
| WELLS FARGO & COMPANY/MN | 449,507 | $3,827.55万 | 0.01% | -24,887 | 减仓 |
| CANANDAIGUA NATIONAL CORP | 421,045 | $3,585.20万 | 3.21% | — | — |
| Cetera Investment Advisers | 410,049 | $3,491.57万 | 0.04% | 28,763 | 加仓 |
| First National Trust Co | 382,687 | $3,258.58万 | 1.11% | 21,290 | 加仓 |
| Klingman & Associates, LLC | 369,859 | $3,149.35万 | 1.51% | -1,295 | 减仓 |
| First Pacific Financial | 367,076 | $3,125.66万 | 4.03% | -2,674 | 减仓 |
| HighTower Advisors, LLC | 308,337 | $2,625.50万 | 0.03% | -5,572 | 减仓 |
| GHP Investment Advisors, Inc. | 285,050 | $2,427.20万 | 1.00% | 3,412 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 268,219 | $2,238.88万 | 0.01% | 34,585 | 加仓 |
| WCG Wealth Advisors LLC | 248,762 | $2,118.20万 | 0.59% | 7,942 | 加仓 |
| Rodgers & Associates, LTD | 218,907 | $1,863.99万 | 1.90% | -1,133 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 206,667 | $1,759.77万 | 0.03% | 3,399 | 加仓 |
| CWM, LLC | 198,943 | $1,694.00万 | 0.04% | -2,442 | 减仓 |
| MML INVESTORS SERVICES, LLC | 174,134 | $1,482.75万 | 0.04% | 11,334 | 加仓 |
| ERn Financial, LLC | 169,432 | $1,442.72万 | 2.71% | -6,318 | 减仓 |
| BALANCED WEALTH GROUP LLC | 161,121 | $1,371.95万 | 4.91% | 4,539 | 加仓 |
| Asset Dedication, LLC | 151,326 | $1,288.54万 | 0.90% | -80,984 | 减仓 |
| McAdam, LLC | 142,608 | $1,214.30万 | 0.55% | -5,542 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 141,810 | $1,207.51万 | 0.00% | 15,523 | 加仓 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 129,387 | $1,101.73万 | 1.24% | -3,173 | 减仓 |
| Summit Financial, LLC | 129,193 | $1,100.08万 | 0.14% | 129,193 | 新建仓 |
| Marathon Mission, Inc. | 122,996 | $1,047.31万 | 6.10% | -866 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 121,119 | $1,031.33万 | 0.01% | 13,139 | 加仓 |
| Mariner, LLC | 120,218 | $1,023.66万 | 0.01% | -7,581 | 减仓 |
| MONECO ADVISORS, LLC | 117,952 | $1,004.36万 | 0.78% | 28,618 | 加仓 |
| Private Wealth Management Group, LLC | 116,916 | $995.54万 | 2.61% | -6,082 | 减仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 113,733 | $968.44万 | 0.24% | -1,642 | 减仓 |
| Alesco Advisors, LLC, An ESL Co | 110,354 | $939.66万 | 0.24% | -5,477 | 减仓 |
| CAPITAL WEALTH MANAGEMENT, LLC | 97,552 | $830.66万 | 2.25% | 6,644 | 加仓 |
| Prestige Wealth Management Group LLC | 94,745 | $806.75万 | 1.58% | -2,304 | 减仓 |
| Private Advisor Group, LLC | 93,543 | $796.51万 | 0.04% | 7,951 | 加仓 |
| JNBA Financial Advisors | 88,612 | $754.53万 | 0.63% | -10,346 | 减仓 |
| WealthShield Partners, LLC | 88,173 | $750.80万 | 0.84% | 1,183 | 加仓 |
| GOLDMAN SACHS GROUP INC | 83,950 | $714.83万 | 0.00% | -148,570 | 减仓 |
| IAG Wealth Partners, LLC | 80,913 | $688.98万 | 0.77% | -2,498 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 80,080 | $681.88万 | 0.00% | 3,234 | 加仓 |
| AMERIPRISE FINANCIAL INC | 77,048 | $656.06万 | 0.00% | -44,796 | 减仓 |
| SAGE FINANCIAL GROUP INC | 73,323 | $624.35万 | 0.41% | -222 | 减仓 |
内部人交易（Form 4）
MDYV 董事、高管和大股东的最新买卖申报。专业版可看 🔒