13F 机构持仓

MFUS PIMCO EQUITY SER

RAFI DYN ML US

持有机构数352026Q2
26Q126Q2
机构合计持股(股)3,498,6782026Q2
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
2026Q2353,498,678$2.34亿 51973$2,874.48万
2026Q1323,056,519$1.79亿 31492$181.06万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

FINANCIAL CONSULATE, INC加仓$1,094.04万
MARSHALL INVESTMENT MANAGEMENT, LLC加仓$238.90万
Schiavi & Co LLC加仓$182.07万
CITADEL ADVISORS LLC加仓$52.22万
COMMONWEALTH EQUITY SERVICES, LLC新建仓$46.12万
Cetera Investment Advisers加仓$25.94万
ENTREWEALTH, LLC加仓$18.21万
Walkner Condon Financial Advisors LLC加仓$13.27万
Williams & Novak, LLC加仓$7.95万
Janney Montgomery Scott LLC加仓$3.03万
FMR LLC加仓$3.01万
Baker Ellis Asset Management LLC加仓$2.18万
First Growth Capital LLC加仓$1.48万
Blue Trust, Inc.新建仓$2,044
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO新建仓$993
LPL Financial LLC加仓$175
Sunbelt Securities, Inc.加仓$58

2026Q1 卖出最多

Austin Wealth Management, LLC减仓-$917.17万
JPMORGAN CHASE & CO减仓-$208.46万
GOLDMAN SACHS GROUP INC减仓-$188.87万
RAYMOND JAMES FINANCIAL INC减仓-$105.28万
Steward Partners Investment Advisory, LLC减仓-$40.96万
ROYAL BANK OF CANADA清仓-$17.40万
OSAIC HOLDINGS, INC.减仓-$11.19万
ENVESTNET ASSET MANAGEMENT INC减仓-$9.93万
Integrated Wealth Concepts LLC重新持有-$4.27万
WELLS FARGO & COMPANY/MN减仓-$2.25万
Advisory Services Network, LLC重新持有-$1.05万
UBS Group AG清仓-$7,246
Geneos Wealth Management Inc.减仓-$1,285

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 LLC1,302,965$7,609.69万22.59%31,175加仓
Austin Wealth Management, LLC448,541$2,644.15万6.00%-155,584减仓
FINANCIAL CONSULATE, INC263,494$1,538.88万1.92%187,326加仓
Baker Ellis Asset Management LLC228,668$1,335.49万1.59%373加仓
MARSHALL INVESTMENT MANAGEMENT, LLC194,540$1,136.17万5.45%40,906加仓
Williams & Novak, LLC146,339$857.11万6.41%1,357加仓
ENTREWEALTH, LLC144,109$841.64万3.77%3,118加仓
GOLDMAN SACHS GROUP INC47,849$279.45万0.00%-32,340减仓
JPMORGAN CHASE & CO48,740$278.45万0.00%-36,488减仓
CITADEL ADVISORS LLC38,437$224.48万0.00%8,941加仓
Cetera Investment Advisers36,233$211.61万0.00%4,441加仓
Janney Montgomery Scott LLC25,790$150.60万0.00%519加仓
LPL Financial LLC21,819$127.43万0.00%3加仓
First Growth Capital LLC19,214$112.54万1.01%252加仓
Walkner Condon Financial Advisors LLC14,306$83.55万0.11%2,273加仓
Mid-American Wealth Advisory Group, Inc.13,294$75.26万0.32%0不变
ENVESTNET ASSET MANAGEMENT INC9,817$57.34万0.00%-1,700减仓
Caerus Investment Advisors, LLC9,560$55.83万0.23%0不变
AQR CAPITAL MANAGEMENT LLC9,560$55.83万0.00%0不变
RAYMOND JAMES FINANCIAL INC8,352$48.78万0.00%-18,026减仓
Integrated Wealth Concepts LLC7,946$46.41万0.00%-731重新持有
COMMONWEALTH EQUITY SERVICES, LLC7,897$46.12万0.00%7,897新建仓
WELLS FARGO & COMPANY/MN3,117$18.20万0.00%-386减仓
FMR LLC2,735$15.97万0.00%515加仓
OSAIC HOLDINGS, INC.1,462$8.54万0.00%-1,916减仓
Sunbelt Securities, Inc.728$4.25万0.00%1加仓
Geneos Wealth Management Inc.553$3.23万0.00%-22减仓
MORGAN STANLEY171$9,9870.00%0不变
Advisory Services Network, LLC136$7,9430.00%-180重新持有
Steward Partners Investment Advisory, LLC95$5,5480.00%-7,014减仓
Blue Trust, Inc.35$2,0440.00%35新建仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO17$9930.00%17新建仓

内部人交易(Form 4)

MFUS 董事、高管和大股东的最新买卖申报。专业版可看 🔒