MLRG ISHARES TR
MORNINGSTR US EQ
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 | 191 | 4,955,226 | $5.14亿 | 14 | 56 | 56 | 8 | -$4,132.14万 |
| 2026Q1 | 181 | 5,295,436 | $4.77亿 | 15 | 54 | 55 | 8 | $1,485.47万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| WIN ADVISORS, INC | 新建仓 | $1,486.17万 |
| OSAIC HOLDINGS, INC. | 加仓 | $706.61万 |
| ROYAL BANK OF CANADA | 加仓 | $656.01万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $257.07万 |
| Elevation Capital Advisory, LLC | 新建仓 | $220.66万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $184.84万 |
| Arkadios Wealth Advisors | 新建仓 | $151.14万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $118.23万 |
| CITADEL ADVISORS LLC | 新建仓 | $95.67万 |
| Cetera Investment Advisers | 加仓 | $92.54万 |
| FIFTH THIRD BANCORP | 加仓 | $66.95万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $61.32万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $55.71万 |
| Cerity Partners LLC | 加仓 | $45.44万 |
| Quantinno Capital Management LP | 新建仓 | $34.98万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $28.97万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $28.33万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $26.59万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $26.11万 |
| LPL Financial LLC | 加仓 | $25.09万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$809.93万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$642.06万 |
| MORGAN STANLEY | 减仓 | -$513.14万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$223.07万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$150.16万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$123.05万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$74.62万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$72.17万 |
| OneDigital Investment Advisors LLC | 减仓 | -$61.90万 |
| GTS SECURITIES LLC | 清仓 | -$59.01万 |
| TFB Advisors LLC | 清仓 | -$41.93万 |
| B. Riley Wealth Advisors, Inc. | 清仓 | -$38.69万 |
| Russell Investments Group, Ltd. | 减仓 | -$36.62万 |
| Aurora Private Wealth, Inc. | 减仓 | -$26.07万 |
| Asset Management Group, Inc. | 减仓 | -$25.40万 |
| Equitable Holdings, Inc. | 减仓 | -$20.10万 |
| ASSETMARK, INC | 减仓 | -$19.86万 |
| UBS Group AG | 减仓 | -$19.45万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$15.20万 |
| Gladstone Institutional Advisory LLC | 减仓 | -$14.74万 |
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 |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 548,477 | $4,928.61万 | 0.35% | 28,608 | 加仓 |
| AMERIPRISE FINANCIAL INC | 506,881 | $4,554.70万 | 0.01% | -8,032 | 减仓 |
| MORGAN STANLEY | 490,382 | $4,406.58万 | 0.00% | -57,104 | 减仓 |
| Equitable Holdings, Inc. | 381,156 | $3,597.35万 | 0.23% | -2,130 | 减仓 |
| LPL Financial LLC | 249,260 | $2,239.85万 | 0.01% | 2,792 | 加仓 |
| Cetera Investment Advisers | 218,649 | $1,964.78万 | 0.02% | 10,298 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 168,688 | $1,529.12万 | 0.03% | 3,196 | 加仓 |
| JPMORGAN CHASE & CO | 174,034 | $1,519.49万 | 0.00% | 1,990 | 加仓 |
| WIN ADVISORS, INC | 165,387 | $1,486.17万 | 6.80% | 165,387 | 新建仓 |
| OSAIC HOLDINGS, INC. | 151,818 | $1,364.33万 | 0.02% | 78,629 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 120,674 | $1,084.38万 | 0.02% | -8,304 | 减仓 |
| ROYAL BANK OF CANADA | 117,728 | $1,057.90万 | 0.00% | 73,004 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 114,117 | $1,025.45万 | 0.00% | 13,157 | 加仓 |
| Wealth Forward, LLC | 99,857 | $897.32万 | 5.06% | 1,593 | 加仓 |
| UBS Group AG | 97,944 | $880.12万 | 0.00% | -2,165 | 减仓 |
| Corient Private Wealth LP | 95,912 | $861.87万 | 0.01% | -90,132 | 减仓 |
| Center for Wealth Management Advisory | 93,439 | $839.64万 | 6.05% | 973 | 加仓 |
| Gladstone Institutional Advisory LLC | 83,274 | $748.30万 | 0.28% | -1,640 | 减仓 |
| WELLS FARGO & COMPANY/MN | 83,037 | $746.17万 | 0.00% | -1,331 | 减仓 |
| Merit Financial Group, LLC | 73,142 | $657.26万 | 0.05% | -343 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 63,337 | $569.15万 | 0.01% | -340 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 50,314 | $452.10万 | 0.01% | 20,571 | 加仓 |
| Commonwealth Financial Services, LLC | 44,255 | $397.67万 | 0.63% | 1,113 | 加仓 |
| Crestwood Advisors Group, LLC | 42,290 | $379.97万 | 0.06% | -393 | 减仓 |
| Brand Asset Management Group, Inc. | 39,160 | $351.89万 | 0.92% | -792 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 39,083 | $351.20万 | 0.00% | 2,906 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 38,607 | $346.92万 | 0.00% | -71,451 | 减仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 35,294 | $317.15万 | 0.07% | 1,962 | 加仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 35,015 | $314.65万 | 1.53% | -677 | 减仓 |
| GOLDMAN SACHS GROUP INC | 29,389 | $264.09万 | 0.00% | -16,710 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,035 | $260.91万 | 0.00% | 2,959 | 加仓 |
| Modern Wealth Management, LLC | 28,645 | $259.32万 | 0.04% | -192 | 减仓 |
| Financial Engines Advisors L.L.C. | 28,139 | $252.86万 | 0.00% | -149 | 减仓 |
| FMR LLC | 24,703 | $221.98万 | 0.00% | 1,192 | 加仓 |
| Elevation Capital Advisory, LLC | 24,556 | $220.66万 | 0.94% | 24,556 | 新建仓 |
| Cerity Partners LLC | 23,564 | $211.75万 | 0.00% | 5,056 | 加仓 |
| MML INVESTORS SERVICES, LLC | 21,813 | $196.01万 | 0.01% | -1,691 | 减仓 |
| American Trust | 17,801 | $159.96万 | 0.14% | 1,396 | 加仓 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 17,515 | $157.39万 | 1.04% | 0 | 不变 |
| Arkadios Wealth Advisors | 16,819 | $151.14万 | 0.02% | 16,819 | 新建仓 |
| Mariner, LLC | 16,283 | $146.32万 | 0.00% | 788 | 加仓 |
| Private Advisor Group, LLC | 16,076 | $144.46万 | 0.01% | -158 | 减仓 |
| Councilor Wealth, LLC | 15,465 | $138.97万 | 0.67% | 0 | 不变 |
| HighTower Advisors, LLC | 15,221 | $136.78万 | 0.00% | 0 | 不变 |
| MONEY CONCEPTS CAPITAL CORP | 15,197 | $136.56万 | 0.08% | -434 | 减仓 |
| NATIXIS ADVISORS, LLC | 13,123 | $117.90万 | 0.00% | 2,088 | 加仓 |
| Bawa N Mallick Trust | 12,400 | $111.43万 | 0.46% | 0 | 不变 |
| Wealth Management Associates, Inc. | 12,234 | $109.94万 | 0.38% | -321 | 减仓 |
| Focus Partners Wealth | 11,868 | $106.65万 | 0.00% | 9 | 加仓 |
| Keystone Financial Services, LLC | 11,071 | $99.48万 | 0.67% | -29 | 减仓 |
内部人交易（Form 4）
MLRG 董事、高管和大股东的最新买卖申报。专业版可看 🔒