13F 机构持仓

MFDX PIMCO EQUITY SER

RAFI DYN MULTI

持有机构数592026Q2
26Q126Q2
机构合计持股(股)9,162,7192026Q2
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
2026Q2599,162,719$3.81亿 432124$1,064.15万
2026Q1608,909,491$3.55亿 720202-$306.39万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Schiavi & Co LLC加仓$268.99万
LPL Financial LLC加仓$173.61万
MATHER GROUP, LLC.新建仓$98.42万
FINANCIAL CONSULATE, INC加仓$68.28万
JANE STREET GROUP, LLC加仓$66.11万
KESTRA PRIVATE WEALTH SERVICES, LLC加仓$55.43万
WELLS FARGO & COMPANY/MN加仓$47.97万
ENVESTNET ASSET MANAGEMENT INC加仓$43.81万
Stratos Wealth Partners, LTD.加仓$43.36万
Cetera Investment Advisers新建仓$25.07万
Creative Planning新建仓$24.80万
Stratos Wealth Advisors, LLC新建仓$20.65万
Williams & Novak, LLC加仓$14.46万
WEBSTER BANK, N. A.新建仓$8.78万
FIFTH THIRD BANCORP新建仓$6.36万
OSAIC HOLDINGS, INC.加仓$6.28万
Stratos Investment Management, LLC加仓$5.95万
Walkner Condon Financial Advisors LLC加仓$5.87万
ENTREWEALTH, LLC加仓$4.95万
BKM Wealth Management, LLC加仓$2.81万

2026Q1 卖出最多

JPMORGAN CHASE & CO减仓-$365.16万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$293.67万
Austin Wealth Management, LLC减仓-$282.30万
Mariner, LLC减仓-$149.46万
IFC Advisors LLC减仓-$40.31万
Merit Financial Group, LLC减仓-$24.41万
GTS SECURITIES LLC清仓-$24.21万
Empowered Funds, LLC清仓-$23.46万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$21.24万
McAdam, LLC减仓-$12.93万
EVOLVE PRIVATE WEALTH, LLC减仓-$12.10万
RAYMOND JAMES FINANCIAL INC减仓-$11.89万
Sovran Advisors, LLC减仓-$10.06万
Private Advisor Group, LLC减仓-$7.93万
Janney Montgomery Scott LLC减仓-$6.68万
StoneX Group Inc.减仓-$5.98万
MML INVESTORS SERVICES, LLC减仓-$5.32万
AQR CAPITAL MANAGEMENT LLC减仓-$1.96万
JT Stratford LLC减仓-$9,438
CWM, LLC减仓-$8,247

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
Schiavi & Co LLC3,100,277$1.23亿36.66%67,551加仓
FINANCIAL CONSULATE, INC1,686,385$6,715.19万8.37%17,147加仓
Stratos Investment Management, LLC1,292,905$5,148.35万2.06%1,493加仓
Mariner, LLC874,616$3,482.71万0.04%-37,535减仓
LPL Financial LLC319,065$1,270.52万0.00%43,598加仓
Austin Wealth Management, LLC208,639$841.44万1.91%-69,998减仓
IFC Advisors LLC166,028$661.12万0.95%-10,124减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO148,171$590.02万0.00%-5,334减仓
EVOLVE PRIVATE WEALTH, LLC104,286$415.27万0.22%-3,038减仓
Janney Montgomery Scott LLC77,082$306.90万0.01%-1,677减仓
JANE STREET GROUP, LLC75,991$302.60万0.00%16,603加仓
WELLS FARGO & COMPANY/MN69,062$275.00万0.00%12,047加仓
Williams & Novak, LLC67,889$273.12万2.04%3,595加仓
ENTREWEALTH, LLC64,194$255.62万1.15%1,243加仓
RAYMOND JAMES FINANCIAL INC62,581$249.20万0.00%-2,987减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP59,367$236.40万0.00%-73,750减仓
Merit Financial Group, LLC51,710$205.91万0.02%-6,131减仓
Stratos Wealth Partners, LTD.50,613$201.54万0.02%10,890加仓
McAdam, LLC38,897$154.89万0.07%-3,247减仓
JPMORGAN CHASE & CO38,000$146.83万0.00%-94,503减仓
Walkner Condon Financial Advisors LLC36,440$145.10万0.19%1,475加仓
ENVESTNET ASSET MANAGEMENT INC28,807$114.71万0.00%11,001加仓
KESTRA PRIVATE WEALTH SERVICES, LLC27,856$110.92万0.01%13,919加仓
BKM Wealth Management, LLC26,947$107.30万0.39%706加仓
MATHER GROUP, LLC.24,716$98.42万0.01%24,716新建仓
Sovran Advisors, LLC19,671$81.69万0.06%-2,423减仓
Caerus Investment Advisors, LLC16,880$67.22万0.28%0不变
AQR CAPITAL MANAGEMENT LLC16,880$67.22万0.00%-493减仓
MML INVESTORS SERVICES, LLC15,924$63.41万0.00%-1,337减仓
Redwood Financial Network Corp14,286$56.89万0.37%-151减仓
Riverbend Wealth Management, LLC13,992$55.72万0.32%261加仓
OSAIC HOLDINGS, INC.11,318$45.07万0.00%1,578加仓
L & S Advisors Inc9,615$38.29万0.05%0不变
EQ WEALTH ADVISORS, LLC9,446$37.61万0.22%1加仓
JT Stratford LLC8,509$33.88万0.04%-237减仓
Private Advisor Group, LLC8,043$32.03万0.00%-1,991减仓
Operose Advisors LLC7,213$28.72万0.07%0不变
Cetera Investment Advisers6,295$25.07万0.00%6,295新建仓
Creative Planning6,227$24.80万0.00%6,227新建仓
FARMERS & MERCHANTS INVESTMENTS INC6,000$23.89万0.01%0不变
StoneX Group Inc.5,693$22.67万0.01%-1,502减仓
Foundations Investment Advisors, LLC5,635$22.44万0.00%1加仓
Stratos Wealth Advisors, LLC5,187$20.65万0.01%5,187新建仓
Advisory Services Network, LLC4,391$17.48万0.00%17重新持有
ROYAL BANK OF CANADA4,149$16.50万0.00%-181减仓
Capital Advisors, Ltd. LLC3,195$12.70万0.01%474加仓
WEBSTER BANK, N. A.2,204$8.78万0.01%2,204新建仓
Allworth Financial LP2,078$8.27万0.00%0不变
FMR LLC1,664$6.63万0.00%0不变
FIFTH THIRD BANCORP1,598$6.36万0.00%1,598新建仓

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