NTSX WISDOMTREE TR
US EFFICIENT COR
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 | 112 | 12,355,697 | $7.30亿 | 9 | 38 | 41 | 7 | -$5,059.03万 |
| 2026Q1 | 105 | 14,632,349 | $7.65亿 | 12 | 39 | 36 | 8 | $3,440.50万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RATIONAL ADVISORS, INC. | 加仓 | $3,478.45万 |
| Independent Advisor Alliance | 新建仓 | $390.15万 |
| Wealthcare Advisory Partners LLC | 加仓 | $288.86万 |
| Kestra Advisory Services, LLC | 加仓 | $268.23万 |
| CWM, LLC | 加仓 | $165.92万 |
| WJ Interests, LLC | 加仓 | $157.48万 |
| JPMORGAN CHASE & CO | 加仓 | $105.21万 |
| Professional Financial Advisors, LLC | 加仓 | $104.44万 |
| XY Planning Network, Inc. | 新建仓 | $91.69万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $84.37万 |
| LPL Financial LLC | 加仓 | $83.15万 |
| 46 Peaks LLC | 加仓 | $75.48万 |
| Quotient Wealth Partners, LLC | 新建仓 | $68.95万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $55.27万 |
| Inspire Advisors, LLC | 新建仓 | $48.54万 |
| OSAIC HOLDINGS, INC. | 加仓 | $39.30万 |
| Creative Planning | 新建仓 | $30.67万 |
| REGIONS FINANCIAL CORP | 新建仓 | $24.12万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 新建仓 | $22.90万 |
| Private Advisor Group, LLC | 加仓 | $22.32万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$811.07万 |
| OneDigital Investment Advisors LLC | 减仓 | -$483.38万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$129.74万 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 减仓 | -$125.44万 |
| Bravias Capital Group, LLC | 减仓 | -$98.82万 |
| Oregon Pacific Wealth Management, LLC | 清仓 | -$82.40万 |
| Mariner, LLC | 清仓 | -$73.86万 |
| Corient Private Wealth LP | 减仓 | -$72.49万 |
| MORGAN STANLEY | 减仓 | -$51.37万 |
| NewEdge Advisors, LLC | 减仓 | -$51.24万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$40.46万 |
| Wright Wealth LLC | 减仓 | -$28.78万 |
| Cambria Investment Management, L.P. | 清仓 | -$28.39万 |
| Empowered Funds, LLC | 清仓 | -$28.39万 |
| Fermata Advisors, LLC | 减仓 | -$22.27万 |
| Clearstead Advisors, LLC | 清仓 | -$20.36万 |
| WealthPlan Investment Management, LLC | 减仓 | -$18.31万 |
| ORBA Wealth Advisors, L.L.C. | 减仓 | -$17.13万 |
| Barnes Wealth Management Group, Inc | 减仓 | -$15.81万 |
| REAP Financial Group, LLC | 减仓 | -$12.36万 |
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 |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,417,096 | $2.83亿 | 13.63% | -24,053 | 减仓 |
| CWM, LLC | 1,410,617 | $7,356.37万 | 0.19% | 31,815 | 加仓 |
| RATIONAL ADVISORS, INC. | 1,296,573 | $6,933.49万 | 7.08% | 650,475 | 加仓 |
| Wealthcare Advisory Partners LLC | 988,091 | $5,152.89万 | 1.00% | 55,390 | 加仓 |
| OneDigital Investment Advisors LLC | 609,980 | $3,181.05万 | 0.31% | -92,690 | 减仓 |
| Cetera Investment Advisers | 563,758 | $2,940.00万 | 0.03% | 1,815 | 加仓 |
| Professional Financial Advisors, LLC | 508,357 | $2,651.08万 | 5.40% | 20,026 | 加仓 |
| WJ Interests, LLC | 494,002 | $2,576.22万 | 9.89% | 30,197 | 加仓 |
| 46 Peaks LLC | 442,988 | $2,310.18万 | 16.82% | 14,473 | 加仓 |
| LPL Financial LLC | 350,975 | $1,830.34万 | 0.00% | 15,945 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 323,446 | $1,700.68万 | 0.03% | -154,255 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 253,846 | $1,323.81万 | 0.01% | 10,599 | 加仓 |
| Perennial Investment Advisors, LLC | 160,605 | $837.57万 | 0.67% | -685 | 减仓 |
| BNP PARIBAS FINANCIAL MARKETS | 159,259 | $830.54万 | 0.00% | -24,879 | 减仓 |
| Kestra Advisory Services, LLC | 134,234 | $700.03万 | 0.03% | 51,434 | 加仓 |
| Fermata Advisors, LLC | 119,495 | $623.16万 | 1.40% | -4,270 | 减仓 |
| Bravias Capital Group, LLC | 85,896 | $447.95万 | 2.93% | -18,949 | 减仓 |
| Private Advisor Group, LLC | 84,855 | $442.52万 | 0.02% | 4,280 | 加仓 |
| OSAIC HOLDINGS, INC. | 75,758 | $395.07万 | 0.01% | 7,536 | 加仓 |
| Independent Advisor Alliance | 74,814 | $390.15万 | 0.04% | 74,814 | 新建仓 |
| MORGAN STANLEY | 69,745 | $363.72万 | 0.00% | -9,851 | 减仓 |
| JPMORGAN CHASE & CO | 70,136 | $355.87万 | 0.00% | 20,736 | 加仓 |
| CIBC Bancorp USA Inc. | 55,755 | $290.76万 | 0.00% | — | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 50,456 | $263.13万 | 0.00% | -579 | 减仓 |
| RHS Financial, LLC | 50,349 | $262.57万 | 1.24% | -2,061 | 减仓 |
| Leading Edge Financial Planning LLC | 39,853 | $207.83万 | 0.44% | 2,306 | 加仓 |
| Insight Wealth Strategies, LLC | 37,569 | $195.92万 | 0.22% | 991 | 加仓 |
| Morton Capital Management LLC/CA | 33,058 | $172.40万 | 0.26% | 94 | 加仓 |
| Golden State Wealth Management, LLC | 29,404 | $153.35万 | 0.17% | 1,913 | 加仓 |
| Ausdal Financial Partners, Inc. | 28,842 | $150.41万 | 0.07% | 1,140 | 加仓 |
| Herold Advisors, Inc. | 24,000 | $125.16万 | 0.27% | -1,000 | 减仓 |
| HOWARD BAILEY SECURITIES, LLC | 23,966 | $124.98万 | 0.51% | -111 | 减仓 |
| Innova Wealth Partners | 22,807 | $118.94万 | 0.56% | -223 | 减仓 |
| Sierra Capital LLC | 21,439 | $111.80万 | 0.12% | 0 | 不变 |
| Cambridge Investment Research Advisors, Inc. | 20,886 | $108.90万 | 0.00% | -448 | 减仓 |
| Accurate Wealth Management, LLC | 19,995 | $108.45万 | 0.13% | -1,978 | 减仓 |
| Belpointe Asset Management LLC | 19,172 | $99.98万 | 0.04% | -894 | 减仓 |
| Rockefeller Capital Management L.P. | 19,121 | $99.72万 | 0.00% | 1,452 | 加仓 |
| Wright Wealth LLC | 17,849 | $93.08万 | 0.62% | -5,518 | 减仓 |
| XY Planning Network, Inc. | 17,515 | $91.69万 | 0.15% | 17,515 | 新建仓 |
| ORBA Wealth Advisors, L.L.C. | 17,284 | $90.14万 | 1.07% | -3,284 | 减仓 |
| Bison Wealth, LLC | 14,918 | $87.51万 | 0.08% | -833 | 减仓 |
| NewEdge Advisors, LLC | 16,508 | $86.09万 | 0.00% | -9,826 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 16,179 | $84.37万 | 0.00% | 16,179 | 新建仓 |
| ACT Advisors, LLC. | 15,680 | $81.77万 | 0.35% | -428 | 减仓 |
| WealthPlan Investment Management, LLC | 14,807 | $77.22万 | 0.04% | -3,511 | 减仓 |
| Sunbelt Securities, Inc. | 14,733 | $76.83万 | 0.05% | 24 | 加仓 |
| United Advisor Group, LLC | 14,453 | $75.37万 | 0.09% | 2,038 | 加仓 |
| REAP Financial Group, LLC | 14,125 | $73.66万 | 0.15% | -2,370 | 减仓 |
| Corient Private Wealth LP | 13,900 | $72.49万 | 0.00% | -13,900 | 减仓 |
内部人交易（Form 4）
NTSX 董事、高管和大股东的最新买卖申报。专业版可看 🔒