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 🔒

2026Q2 买入最多

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC新建仓$934.46万
WELLS FARGO & COMPANY/MN加仓$661.25万
JPMORGAN CHASE & CO加仓$350.23万
Schiavi & Co LLC加仓$336.23万
CITADEL ADVISORS LLC加仓$196.52万
SFG Wealth Management, LLC.新建仓$171.01万
Operose Advisors LLC新建仓$101.52万
Baker Ellis Asset Management LLC加仓$90.37万
FINANCIAL CONSULATE, INC加仓$84.12万
Cetera Investment Advisers加仓$71.11万
ENTREWEALTH, LLC加仓$52.73万
Creative Planning新建仓$25.01万
Walkner Condon Financial Advisors LLC加仓$22.99万
Williams & Novak, LLC加仓$18.64万
Mid-American Wealth Advisory Group, Inc.加仓$15.55万
AQR CAPITAL MANAGEMENT LLC加仓$12.18万
Caerus Investment Advisors, LLC加仓$12.18万
COMMONWEALTH EQUITY SERVICES, LLC加仓$11.51万
LPL Financial LLC加仓$11.13万
OSAIC HOLDINGS, INC.加仓$7.79万

2026Q2 卖出最多

GOLDMAN SACHS GROUP INC减仓-$201.86万
MARSHALL INVESTMENT MANAGEMENT, LLC减仓-$68.72万
Janney Montgomery Scott LLC减仓-$21.88万
MML INVESTORS SERVICES, LLC重新持有-$12.27万
Austin Wealth Management, LLC减仓-$11.23万
First Growth Capital LLC减仓-$4.13万
MORGAN STANLEY清仓-$9,987
ENVESTNET ASSET MANAGEMENT INC减仓-$8,127
Advisory Services Network, LLC清仓-$7,943
Blue Trust, Inc.清仓-$2,044
Geneos Wealth Management Inc.减仓-$1,679

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
Schiavi & Co LLC1,353,022$9,088.25万24.03%50,057加仓
Austin Wealth Management, LLC446,808$2,895.32万6.12%-1,733减仓
FINANCIAL CONSULATE, INC276,018$1,854.01万2.06%12,524加仓
Baker Ellis Asset Management LLC242,122$1,626.33万1.69%13,454加仓
MARSHALL INVESTMENT MANAGEMENT, LLC184,309$1,238.00万5.14%-10,231减仓
ENTREWEALTH, LLC152,070$1,007.31万3.73%7,961加仓
Williams & Novak, LLC149,114$1,001.60万6.62%2,775加仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC139,119$934.46万2.36%139,119新建仓
WELLS FARGO & COMPANY/MN101,561$682.19万0.00%98,444加仓
JPMORGAN CHASE & CO101,082$676.36万0.00%52,342加仓
CITADEL ADVISORS LLC67,694$454.70万0.00%29,257加仓
Cetera Investment Advisers46,819$314.48万0.00%10,586加仓
SFG Wealth Management, LLC.25,460$171.01万0.62%25,460新建仓
LPL Financial LLC23,476$157.69万0.00%1,657加仓
Janney Montgomery Scott LLC22,531$151.30万0.00%-3,259减仓
First Growth Capital LLC18,599$124.93万0.95%-615减仓
GOLDMAN SACHS GROUP INC17,797$119.54万0.00%-30,052减仓
Walkner Condon Financial Advisors LLC17,728$119.08万0.14%3,422加仓
Mid-American Wealth Advisory Group, Inc.15,609$104.85万0.38%2,315加仓
Operose Advisors LLC15,114$101.52万0.20%15,114新建仓
Caerus Investment Advisors, LLC11,374$76.40万0.25%1,814加仓
AQR CAPITAL MANAGEMENT LLC11,374$76.40万0.00%1,814加仓
MML INVESTORS SERVICES, LLC9,726$65.33万0.00%-1,827重新持有
ENVESTNET ASSET MANAGEMENT INC9,696$65.13万0.00%-121减仓
COMMONWEALTH EQUITY SERVICES, LLC9,610$64.55万0.00%1,713加仓
RAYMOND JAMES FINANCIAL INC8,352$56.10万0.00%0不变
Integrated Wealth Concepts LLC8,045$54.06万0.00%99加仓
Creative Planning3,723$25.01万0.00%3,723新建仓
EQ WEALTH ADVISORS, LLC3,189$21.42万0.12%0重新持有
FMR LLC2,735$18.37万0.00%0不变
OSAIC HOLDINGS, INC.2,621$17.61万0.00%1,159加仓
Steward Partners Investment Advisory, LLC691$4.64万0.00%596加仓
HARBOUR INVESTMENTS, INC.554$3.72万0.00%554新建仓
Geneos Wealth Management Inc.528$3.55万0.00%-25减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO408$2.74万0.00%391加仓

内部人交易(Form 4)

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