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 🔒

2026Q2 买入最多

McElhenny Sheffield Capital Management, LLC加仓$950.05万
Accurate Wealth Management, LLC加仓$937.05万
Cambridge Investment Research Advisors, Inc.新建仓$845.20万
Janney Montgomery Scott LLC加仓$187.50万
United Advisor Group, LLC加仓$39.59万
STIFEL FINANCIAL CORP新建仓$35.03万
Aptus Capital Advisors, LLC加仓$10.53万
HERITAGE OAK WEALTH ADVISORS LLC加仓$2.03万
Brookwood Investment Group LLC加仓$8,825
Cerity Partners LLC加仓$4,958
WorthPointe, LLC加仓$3,164
O'SHAUGHNESSY ASSET MANAGEMENT, LLC新建仓$35

2026Q2 卖出最多

Signal Advisors Wealth, LLC减仓-$22.51万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$3.81万
GUARDIAN WEALTH ADVISORS, LLC / NC清仓-$2.24万
Sankala Group LLC减仓-$1.46万
UBS Group AG清仓-$1.40万
Symphony Financial, Ltd. Co.减仓-$9,352
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$3,973
LaSalle St. Investment Advisors, LLC减仓-$1,863

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
McElhenny Sheffield Capital Management, LLC3,420,997$1.20亿29.79%270,208加仓
Accurate Wealth Management, LLC293,636$1,037.42万0.99%265,227加仓
Aptus Capital Advisors, LLC257,595$905.70万0.06%2,996加仓
Cambridge Investment Research Advisors, Inc.240,388$845.20万0.01%240,388新建仓
United Advisor Group, LLC229,792$807.95万0.85%11,261加仓
Janney Montgomery Scott LLC71,935$252.90万0.00%53,332加仓
HERITAGE OAK WEALTH ADVISORS LLC60,769$213.66万0.63%577加仓
Cerity Partners LLC45,496$159.96万0.00%141加仓
WorthPointe, LLC42,347$148.89万0.37%90加仓
LaSalle St. Investment Advisors, LLC15,839$55.69万0.07%-53减仓
Symphony Financial, Ltd. Co.14,133$49.69万0.05%-266减仓
STIFEL FINANCIAL CORP9,962$35.03万0.00%9,962新建仓
Brookwood Investment Group LLC7,842$27.57万0.03%251加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,848$24.08万0.00%-113减仓
Signal Advisors Wealth, LLC6,798$23.90万0.01%-6,402减仓
KINGSWOOD WEALTH ADVISORS, LLC6,725$23.65万0.01%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP6,354$22.34万0.00%-1,083减仓
Sankala Group LLC4,077$14.25万0.10%-418减仓
COMPASS FINANCIAL MANAGEMENT LLC796$2.80万0.00%——
MORGAN STANLEY270$9,4970.00%0不变
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$350.00%1新建仓

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