13F 机构持仓

MSMR ETF SER SOLUTIONS

MCELHENNY SHEFLD

持有机构数212026Q2
26Q126Q2
机构合计持股(股)4,742,6002026Q2
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
2026Q2214,742,600$1.67亿 3962$2,975.74万
2026Q1193,896,759$1.34亿 5742$317.32万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

McElhenny Sheffield Capital Management, LLC加仓$220.08万
Janney Montgomery Scott LLC加仓$36.37万
Brookwood Investment Group LLC新建仓$26.18万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO新建仓$24.01万
KINGSWOOD WEALTH ADVISORS, LLC新建仓$23.19万
Aptus Capital Advisors, LLC加仓$17.51万
HERITAGE OAK WEALTH ADVISORS LLC加仓$16.59万
Accurate Wealth Management, LLC加仓$12.02万
United Advisor Group, LLC加仓$7.56万
GUARDIAN WEALTH ADVISORS, LLC / NC新建仓$2.24万
UBS Group AG新建仓$1.40万
LaSalle St. Investment Advisors, LLC加仓$4,863

2026Q1 卖出最多

CITADEL ADVISORS LLC清仓-$29.08万
Tailwinds Wealth, LLC清仓-$23.36万
WorthPointe, LLC减仓-$5.84万
Symphony Financial, Ltd. Co.减仓-$4.36万
Signal Advisors Wealth, LLC减仓-$4.25万
Sankala Group LLC减仓-$2.94万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$5,001

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
McElhenny Sheffield Capital Management, LLC3,150,789$1.09亿26.94%63,810加仓
Aptus Capital Advisors, LLC254,599$878.11万0.07%5,078加仓
United Advisor Group, LLC218,531$753.71万0.93%2,193加仓
HERITAGE OAK WEALTH ADVISORS LLC60,192$207.60万0.66%4,810加仓
Cerity Partners LLC45,355$156.43万0.00%0不变
WorthPointe, LLC42,257$145.74万0.39%-1,693减仓
Accurate Wealth Management, LLC28,409$97.62万0.12%3,499加仓
Janney Montgomery Scott LLC18,603$64.20万0.00%10,538加仓
LaSalle St. Investment Advisors, LLC15,892$54.81万0.08%141加仓
Symphony Financial, Ltd. Co.14,399$49.66万0.07%-1,264减仓
Signal Advisors Wealth, LLC13,200$45.53万0.03%-1,232减仓
Brookwood Investment Group LLC7,591$26.18万0.03%7,591新建仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,437$25.65万0.00%-145重新持有
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,961$24.01万0.00%6,961新建仓
KINGSWOOD WEALTH ADVISORS, LLC6,725$23.19万0.01%6,725新建仓
Sankala Group LLC4,495$15.39万0.13%-858减仓
GUARDIAN WEALTH ADVISORS, LLC / NC649$2.24万0.00%649新建仓
UBS Group AG405$1.40万0.00%405新建仓
MORGAN STANLEY270$9,3460.00%0不变

内部人交易(Form 4)

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