MLPB UBS AG LONDON BRANCH
ETRACS ALER MLP
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 | 29 | 6,474,318 | $1.87亿 | 3 | 4 | 12 | 2 | -$95.07万 |
| 2026Q1 | 29 | 6,507,719 | $1.89亿 | 4 | 4 | 7 | 2 | -$106.48万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $60.64万 |
| Corient Private Wealth LP | 新建仓 | $34.45万 |
| COMMERCE BANK | 新建仓 | $27.51万 |
| Genesis Financial Group, LLC | 新建仓 | $23.37万 |
| EP Wealth Advisors, LLC | 新建仓 | $21.19万 |
| Kestra Advisory Services, LLC | 加仓 | $19.96万 |
| MBL Wealth, LLC | 加仓 | $3.50万 |
| CITADEL ADVISORS LLC | 加仓 | $7,200 |
| MAI Capital Management | 加仓 | $319 |
2026Q1 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$255.40万 |
| Marion Wealth Management | 减仓 | -$15.11万 |
| Savvy Advisors, Inc. | 减仓 | -$10.45万 |
| FIFTH THIRD BANCORP | 减仓 | -$10.16万 |
| PNC Financial Services Group, Inc. | 减仓 | -$2.29万 |
| Creative Planning | 减仓 | -$2.05万 |
| UBS Group AG | 清仓 | -$1.05万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$6,963 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$6,524 |
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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,094,257 | $8,982.97万 | 0.12% | — | — |
| WELLS FARGO & COMPANY/MN | 2,254,587 | $6,545.31万 | 0.01% | -87,974 | 减仓 |
| Marion Wealth Management | 602,363 | $1,748.73万 | 3.88% | -5,204 | 减仓 |
| PNC Financial Services Group, Inc. | 137,694 | $399.74万 | 0.00% | -790 | 减仓 |
| MAI Capital Management | 100,001 | $290.31万 | 0.02% | 11 | 加仓 |
| MBL Wealth, LLC | 60,033 | $174.28万 | 0.13% | 1,205 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,021 | $121.99万 | 0.00% | 20,889 | 重新持有 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,600 | $71.07万 | 0.00% | -241 | 减仓 |
| DIVERSIFIED TRUST CO | 22,771 | $66.11万 | 0.01% | 0 | 不变 |
| Savvy Advisors, Inc. | 21,878 | $63.51万 | 0.02% | -3,600 | 减仓 |
| CITADEL ADVISORS LLC | 18,583 | $53.95万 | 0.00% | 248 | 加仓 |
| IFP Advisors, Inc | 16,310 | $47.35万 | 0.01% | 0 | 不变 |
| FIFTH THIRD BANCORP | 14,449 | $41.95万 | 0.00% | -3,500 | 减仓 |
| Corient Private Wealth LP | 11,868 | $34.45万 | 0.00% | 11,868 | 新建仓 |
| LPL Financial LLC | 11,350 | $32.95万 | 0.00% | 0 | 不变 |
| Kestra Advisory Services, LLC | 11,080 | $32.17万 | 0.00% | 6,876 | 加仓 |
| Callan Family Office, LLC | 10,702 | $31.07万 | 0.01% | 0 | 不变 |
| COMMERCE BANK | 9,475 | $27.51万 | 0.00% | 9,475 | 新建仓 |
| ETF Store, Inc. | 8,805 | $25.56万 | 0.25% | 0 | 不变 |
| Genesis Financial Group, LLC | 8,050 | $23.37万 | 0.15% | 8,050 | 新建仓 |
| Creative Planning | 8,041 | $23.34万 | 0.00% | -706 | 减仓 |
| EP Wealth Advisors, LLC | 7,300 | $21.19万 | 0.00% | 7,300 | 新建仓 |
| FIRST HORIZON CORP | 4,800 | $13.93万 | 0.01% | 0 | 不变 |
| MORGAN STANLEY | 2,300 | $6.68万 | 0.00% | 0 | 不变 |
| PRIVATE TRUST CO NA | 1,800 | $5.23万 | 0.00% | 0 | 不变 |
| AMERICAN NATIONAL BANK & TRUST | 1,780 | $5.17万 | 0.00% | 0 | 不变 |
| CWM, LLC | 600 | $1.74万 | 0.00% | 0 | 不变 |
| HARBOUR INVESTMENTS, INC. | 220 | $6,387 | 0.00% | 0 | 不变 |
| HUNTINGTON NATIONAL BANK | 1 | $29 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
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