MMIT NEW YORK LIFE INVTS ACTIVE E
NYLI MACKAY MUN
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 | 171 | 52,162,533 | $12.70亿 | 23 | 82 | 43 | 13 | -$424.87万 |
| 2026Q1 | 160 | 52,920,533 | $12.76亿 | 20 | 83 | 37 | 7 | $1.56亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $2,552.93万 |
| Meeder Advisory Services, Inc. | 加仓 | $1,648.63万 |
| Lebenthal Global Advisors, LLC | 加仓 | $1,580.85万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,137.19万 |
| UBS Group AG | 加仓 | $921.35万 |
| Darwin Wealth Management, LLC | 新建仓 | $651.56万 |
| Orgel Wealth Management, LLC | 加仓 | $601.62万 |
| Avior Wealth Management, LLC | 新建仓 | $584.62万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $528.83万 |
| Clear Trail Advisors, LLC | 新建仓 | $478.55万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $437.50万 |
| Schneider Downs Wealth Management Advisors, LP | 加仓 | $369.12万 |
| HighTower Advisors, LLC | 加仓 | $350.68万 |
| LPL Financial LLC | 加仓 | $342.83万 |
| ROYAL BANK OF CANADA | 加仓 | $331.67万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $280.74万 |
| Cetera Investment Advisers | 加仓 | $258.24万 |
| Orion Porfolio Solutions, LLC | 加仓 | $240.58万 |
| Janney Montgomery Scott LLC | 加仓 | $226.54万 |
| Hudock, Inc. | 加仓 | $173.62万 |
2026Q1 卖出最多
| GOLDMAN SACHS GROUP INC | 清仓 | -$116.66万 |
| Kennebec Savings Bank | 清仓 | -$107.18万 |
| Pallas Capital Advisors LLC | 减仓 | -$106.13万 |
| JANE STREET GROUP, LLC | 减仓 | -$95.01万 |
| Corient Private Wealth LP | 减仓 | -$78.30万 |
| BCS Wealth Management | 减仓 | -$56.63万 |
| New Hampshire Trust | 清仓 | -$42.50万 |
| Midwest Trust Co | 减仓 | -$39.95万 |
| Focus Partners Advisor Solutions, LLC | 重新持有 | -$39.25万 |
| Cypress Point Wealth Management, LLC | 减仓 | -$38.19万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$37.79万 |
| Mariner, LLC | 减仓 | -$25.83万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$24.20万 |
| MassMutual Private Wealth & Trust, FSB | 减仓 | -$23.40万 |
| Savvy Advisors, Inc. | 清仓 | -$23.08万 |
| Beacon Capital Management, LLC | 减仓 | -$19.91万 |
| PFG Advisors | 减仓 | -$18.15万 |
| TRUIST FINANCIAL CORP | 减仓 | -$18.05万 |
| US BANCORP \DE\ | 减仓 | -$13.83万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$13.77万 |
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | 6,575,324 | $1.58亿 | 3.41% | 249,583 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 6,215,015 | $1.50亿 | 0.01% | 471,765 | 加仓 |
| MORGAN STANLEY | 3,844,590 | $9,267.39万 | 0.01% | 1,059,088 | 加仓 |
| Meeder Advisory Services, Inc. | 2,944,732 | $7,098.28万 | 2.97% | 683,938 | 加仓 |
| Schneider Downs Wealth Management Advisors, LP | 2,579,517 | $6,217.93万 | 6.86% | 153,128 | 加仓 |
| LPL Financial LLC | 2,188,883 | $5,276.30万 | 0.01% | 142,223 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,118,466 | $5,106.56万 | 0.02% | 219,387 | 加仓 |
| UBS Group AG | 2,079,567 | $5,012.80万 | 0.01% | 382,223 | 加仓 |
| Cetera Investment Advisers | 2,053,468 | $4,949.88万 | 0.05% | 107,132 | 加仓 |
| IAG Wealth Partners, LLC | 1,905,068 | $4,592.17万 | 5.13% | 66,876 | 加仓 |
| Midwest Trust Co | 1,261,255 | $3,040.26万 | 0.38% | -16,572 | 减仓 |
| Mariner, LLC | 1,212,109 | $2,921.79万 | 0.03% | -10,717 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 891,945 | $2,150.03万 | 0.01% | 116,467 | 加仓 |
| ROYAL BANK OF CANADA | 712,696 | $1,718.00万 | 0.00% | 137,591 | 加仓 |
| Lebenthal Global Advisors, LLC | 699,548 | $1,686.26万 | 2.45% | 655,819 | 加仓 |
| Orion Porfolio Solutions, LLC | 598,097 | $1,441.71万 | 0.12% | 99,804 | 加仓 |
| Pallas Capital Advisors LLC | 582,715 | $1,404.64万 | 0.53% | -44,030 | 减仓 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 557,697 | $1,344.33万 | 2.07% | 46,343 | 加仓 |
| TruWealth Advisors, LLC | 534,964 | $1,289.53万 | 0.62% | 16,762 | 加仓 |
| CONDOR CAPITAL MANAGEMENT | 506,262 | $1,220.35万 | 1.02% | 10,464 | 加仓 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 503,000 | $1,212.48万 | 0.18% | 39,101 | 加仓 |
| CFO4Life Group, LLC | 498,899 | $1,202.60万 | 1.83% | 22,020 | 加仓 |
| MassMutual Private Wealth & Trust, FSB | 445,536 | $1,073.96万 | 0.29% | -9,707 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 434,550 | $1,047.53万 | 0.19% | 11,953 | 加仓 |
| Hudock, Inc. | 412,549 | $994.45万 | 1.46% | 72,027 | 加仓 |
| INVENIO WEALTH PARTNERS LLC | 410,043 | $988.41万 | 3.92% | 11,915 | 加仓 |
| Summit Financial, LLC | 406,157 | $982.04万 | 0.13% | 39,561 | 加仓 |
| VICUS CAPITAL | 379,865 | $915.66万 | 0.67% | 647 | 加仓 |
| OSAIC HOLDINGS, INC. | 371,510 | $895.55万 | 0.01% | 31,745 | 加仓 |
| STIFEL FINANCIAL CORP | 356,185 | $858.58万 | 0.01% | 15,220 | 加仓 |
| Dynamic Advisor Solutions LLC | 353,375 | $851.81万 | 0.27% | 7,302 | 加仓 |
| TRUIST FINANCIAL CORP | 302,466 | $729.10万 | 0.01% | -7,486 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 286,239 | $689.55万 | 0.00% | 181,609 | 加仓 |
| Main Street Financial Solutions, LLC | 284,006 | $684.60万 | 0.50% | 7,984 | 加仓 |
| Bank of New York Mellon Corp | 273,476 | $659.21万 | 0.00% | 4,547 | 加仓 |
| Darwin Wealth Management, LLC | 270,300 | $651.56万 | 2.03% | 270,300 | 新建仓 |
| Sanctuary Advisors, LLC | 265,827 | $640.77万 | 0.03% | 54,226 | 加仓 |
| Elyxium Wealth, LLC | 256,868 | $619.18万 | 1.99% | 29,624 | 加仓 |
| GGM Financial LLC | 248,098 | $598.04万 | 2.75% | 33,967 | 加仓 |
| Avior Wealth Management, LLC | 242,530 | $584.62万 | 0.17% | 242,530 | 新建仓 |
| Prestige Wealth Management Group LLC | 241,710 | $584.37万 | 1.15% | 27,258 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 233,687 | $565.52万 | 0.01% | 16,378 | 加仓 |
| JPMORGAN CHASE & CO | 206,375 | $497.99万 | 0.00% | 62,228 | 加仓 |
| Clear Trail Advisors, LLC | 198,526 | $478.55万 | 0.80% | 198,526 | 新建仓 |
| JOURNEY STRATEGIC WEALTH LLC | 192,888 | $464.96万 | 0.12% | 54,216 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 189,055 | $455.72万 | 0.05% | -16,281 | 重新持有 |
| 46 Peaks LLC | 183,500 | $442.33万 | 3.22% | 1,018 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 174,972 | $421.77万 | 0.72% | -3,502 | 减仓 |
| Rockefeller Capital Management L.P. | 174,242 | $420.01万 | 0.01% | 1,877 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 171,325 | $412.98万 | 0.01% | -5,712 | 减仓 |
内部人交易（Form 4）
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