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 🔒 | ||||||||
2026Q2 买入最多
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $945.16万 |
| BlackRock, Inc. | 新建仓 | $270.37万 |
| Creative Planning | 加仓 | $253.63万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $86.68万 |
| BIP Wealth, LLC | 新建仓 | $77.65万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $74.39万 |
| OSAIC HOLDINGS, INC. | 加仓 | $70.06万 |
| Ameritas Advisory Services, LLC | 新建仓 | $68.07万 |
| Merit Financial Group, LLC | 加仓 | $45.86万 |
| LPL Financial LLC | 加仓 | $45.14万 |
| Composition Wealth, LLC | 新建仓 | $42.22万 |
| Kera Capital Partners, Inc. | 新建仓 | $37.09万 |
| MISSION WEALTH MANAGEMENT, LP | 新建仓 | $35.08万 |
| XTX Topco Ltd | 新建仓 | $31.03万 |
| Integrated Wealth Concepts LLC | 加仓 | $27.75万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $27.67万 |
| Wealthspire Advisors, LLC | 新建仓 | $23.01万 |
| Wealthquest Corp | 新建仓 | $22.50万 |
| NorthRock Partners, LLC | 新建仓 | $21.86万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 加仓 | $21.46万 |
2026Q2 卖出最多
| Equitable Holdings, Inc. | 减仓 | -$3,831.86万 |
| WIN ADVISORS, INC | 减仓 | -$1,315.52万 |
| Elevation Capital Advisory, LLC | 清仓 | -$220.66万 |
| JIM SAULNIER & ASSOCIATES, LLC | 减仓 | -$194.84万 |
| ROYAL BANK OF CANADA | 减仓 | -$157.23万 |
| CITADEL ADVISORS LLC | 清仓 | -$95.67万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$78.28万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$77.82万 |
| Cetera Investment Advisers | 减仓 | -$64.88万 |
| Mariner, LLC | 减仓 | -$57.55万 |
| Soltis Investment Advisors LLC | 清仓 | -$49.41万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$47.66万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$47.31万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$45.26万 |
| Gladstone Institutional Advisory LLC | 减仓 | -$42.81万 |
| Private Advisor Group, LLC | 减仓 | -$32.15万 |
| MONEY CONCEPTS CAPITAL CORP | 减仓 | -$25.89万 |
| S&A Financial Services, Inc. | 清仓 | -$21.88万 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 减仓 | -$17.83万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$17.44万 |
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 |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 639,665 | $6,630.13万 | 0.30% | 91,188 | 加仓 |
| AMERIPRISE FINANCIAL INC | 505,474 | $5,239.23万 | 0.01% | -1,407 | 减仓 |
| MORGAN STANLEY | 489,774 | $5,076.51万 | 0.00% | -608 | 减仓 |
| LPL Financial LLC | 253,615 | $2,628.72万 | 0.01% | 4,355 | 加仓 |
| Cetera Investment Advisers | 212,389 | $2,201.42万 | 0.02% | -6,260 | 减仓 |
| JPMORGAN CHASE & CO | 172,960 | $1,778.14万 | 0.00% | -1,074 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164,364 | $1,720.46万 | 0.03% | -4,324 | 减仓 |
| OSAIC HOLDINGS, INC. | 158,577 | $1,643.79万 | 0.02% | 6,759 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 116,110 | $1,203.48万 | 0.02% | -4,564 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 112,434 | $1,165.38万 | 0.00% | -1,683 | 减仓 |
| ROYAL BANK OF CANADA | 102,560 | $1,063.10万 | 0.00% | -15,168 | 减仓 |
| Wealth Forward, LLC | 100,803 | $1,044.82万 | 5.20% | 946 | 加仓 |
| UBS Group AG | 97,681 | $1,012.46万 | 0.00% | -263 | 减仓 |
| Corient Private Wealth LP | 96,203 | $997.15万 | 0.01% | 291 | 加仓 |
| Center for Wealth Management Advisory | 93,790 | $972.13万 | 6.10% | 351 | 加仓 |
| Gladstone Institutional Advisory LLC | 79,144 | $820.33万 | 0.26% | -4,130 | 减仓 |
| Merit Financial Group, LLC | 77,566 | $803.98万 | 0.05% | 4,424 | 加仓 |
| WELLS FARGO & COMPANY/MN | 75,485 | $782.40万 | 0.00% | -7,552 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 63,048 | $653.49万 | 0.01% | -289 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 57,492 | $595.80万 | 0.01% | 7,178 | 加仓 |
| Commonwealth Financial Services, LLC | 46,297 | $479.87万 | 0.64% | 2,042 | 加仓 |
| Crestwood Advisors Group, LLC | 41,992 | $435.23万 | 0.06% | -298 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 41,277 | $427.83万 | 0.00% | 2,670 | 加仓 |
| Brand Asset Management Group, Inc. | 39,027 | $404.52万 | 0.89% | -133 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 38,757 | $401.72万 | 0.00% | -326 | 减仓 |
| WIN ADVISORS, INC | 38,468 | $398.72万 | 1.42% | -126,919 | 减仓 |
| GOLDMAN SACHS GROUP INC | 37,752 | $391.30万 | 0.00% | 8,363 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 34,961 | $362.37万 | 0.07% | -333 | 减仓 |
| Global Retirement Partners, LLC | 33,892 | $351.29万 | 0.05% | — | — |
| Creative Planning | 32,548 | $337.36万 | 0.00% | 24,470 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30,610 | $317.26万 | 0.00% | 1,575 | 加仓 |
| Financial Engines Advisors L.L.C. | 29,839 | $309.28万 | 0.01% | 1,700 | 加仓 |
| Modern Wealth Management, LLC | 29,519 | $305.96万 | 0.04% | 874 | 加仓 |
| J.W. COLE ADVISORS, INC. | 28,072 | $290.96万 | 0.05% | -136 | 重新持有 |
| BlackRock, Inc. | 26,085 | $270.37万 | 0.00% | 26,085 | 新建仓 |
| FMR LLC | 25,628 | $265.63万 | 0.00% | 925 | 加仓 |
| Cerity Partners LLC | 25,314 | $262.39万 | 0.00% | 1,750 | 加仓 |
| MML INVESTORS SERVICES, LLC | 23,139 | $239.84万 | 0.00% | 1,326 | 加仓 |
| American Trust | 19,065 | $197.61万 | 0.15% | 1,264 | 加仓 |
| Arkadios Wealth Advisors | 16,648 | $172.56万 | 0.03% | -171 | 减仓 |
| JIM SAULNIER & ASSOCIATES, LLC | 16,217 | $168.08万 | 0.68% | -18,798 | 减仓 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 15,795 | $163.72万 | 0.98% | -1,720 | 减仓 |
| Councilor Wealth, LLC | 15,465 | $160.30万 | 0.65% | 0 | 不变 |
| HighTower Advisors, LLC | 15,221 | $157.77万 | 0.00% | 0 | 不变 |
| NATIXIS ADVISORS, LLC | 13,120 | $135.90万 | 0.00% | -3 | 减仓 |
| Private Advisor Group, LLC | 12,974 | $134.48万 | 0.01% | -3,102 | 减仓 |
| MONEY CONCEPTS CAPITAL CORP | 12,699 | $131.63万 | 0.06% | -2,498 | 减仓 |
| Bawa N Mallick Trust | 12,400 | $128.53万 | 0.42% | 0 | 不变 |
| Liberty Capital Management, Inc. | 12,260 | $127.07万 | 0.22% | — | — |
| Wealth Management Associates, Inc. | 12,213 | $126.59万 | 0.35% | -21 | 减仓 |
内部人交易（Form 4）
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