13F 机构持仓

NTSX WISDOMTREE TR

US EFFICIENT COR

持有机构数1122026Q2
26Q126Q2
机构合计持股(股)12,355,6972026Q2
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
2026Q211212,355,697$7.30亿 938417-$5,059.03万
2026Q110514,632,349$7.65亿 1239368$3,440.50万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

REGIONS FINANCIAL CORP加仓$540.26万
Wealthcare Advisory Partners LLC加仓$257.60万
LPL Financial LLC加仓$175.87万
JPMORGAN CHASE & CO加仓$129.74万
Cambridge Investment Research Advisors, Inc.加仓$123.31万
Professional Financial Advisors, LLC加仓$58.12万
CIBC Bancorp USA Inc.加仓$51.18万
OSAIC HOLDINGS, INC.加仓$45.15万
WELLS FARGO & COMPANY/MN加仓$29.04万
Kensington Investment Counsel, LLC新建仓$28.14万
Prospera Financial Services Inc新建仓$26.71万
Balentine LLC新建仓$26.36万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$25.54万
Vise Technologies, Inc.新建仓$24.27万
Leading Edge Financial Planning LLC加仓$23.04万
Worth Asset Management, LLC新建仓$21.39万
TOUNJIAN ADVISORY PARTNERS, LLC新建仓$21.02万
Bravias Capital Group, LLC加仓$15.10万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$14.74万
RHS Financial, LLC加仓$12.78万

2026Q2 卖出最多

RATIONAL ADVISORS, INC.减仓-$3,315.85万
WJ Interests, LLC减仓-$1,778.66万
Independent Advisor Alliance清仓-$390.15万
HALBERT HARGROVE GLOBAL ADVISORS, LLC减仓-$358.03万
46 Peaks LLC减仓-$333.34万
Cetera Investment Advisers减仓-$56.88万
AQR CAPITAL MANAGEMENT LLC减仓-$55.73万
IHT Wealth Management, LLC减仓-$40.95万
BNP PARIBAS FINANCIAL MARKETS减仓-$38.06万
Accurate Wealth Management, LLC减仓-$35.82万
Kestra Advisory Services, LLC减仓-$29.73万
ACT Advisors, LLC.减仓-$25.00万
REAP Financial Group, LLC减仓-$24.69万
HOWARD BAILEY SECURITIES, LLC减仓-$24.12万
Private Advisor Group, LLC减仓-$23.82万
Quantinno Capital Management LP减仓-$23.56万
UNITED CAPITAL FINANCIAL ADVISORS, LLC清仓-$22.90万
Ausdal Financial Partners, Inc.减仓-$22.86万
Strategic Blueprint, LLC清仓-$21.54万
CARDIFF PARK ADVISORS, LLC清仓-$21.08万

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
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,356,465$3.16亿13.68%-60,631减仓
Wealthcare Advisory Partners LLC1,031,715$6,092.28万1.16%43,624加仓
RATIONAL ADVISORS, INC.735,041$4,340.42万3.98%-561,532减仓
OneDigital Investment Advisors LLC611,866$3,613.07万0.30%1,886加仓
Cetera Investment Advisers554,125$3,272.10万0.03%-9,633减仓
Professional Financial Advisors, LLC518,200$3,059.97万5.29%9,843加仓
46 Peaks LLC386,537$2,282.50万14.35%-56,451减仓
LPL Financial LLC380,758$2,248.38万0.01%29,783加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC327,755$1,942.38万0.03%4,309加仓
AQR CAPITAL MANAGEMENT LLC244,408$1,443.23万0.01%-9,438减仓
WJ Interests, LLC192,789$1,138.42万4.39%-301,213减仓
Perennial Investment Advisors, LLC161,472$953.48万0.63%867加仓
BNP PARIBAS FINANCIAL MARKETS152,814$902.37万0.00%-6,445减仓
Kestra Advisory Services, LLC129,199$762.92万0.02%-5,035减仓
Fermata Advisors, LLC117,673$694.86万1.41%-1,822减仓
REGIONS FINANCIAL CORP96,117$567.57万0.03%91,492加仓
JPMORGAN CHASE & CO92,185$542.42万0.00%22,049加仓
Bravias Capital Group, LLC88,453$522.32万3.10%2,557加仓
OSAIC HOLDINGS, INC.83,404$492.50万0.01%7,646加仓
Private Advisor Group, LLC80,821$477.25万0.02%-4,034减仓
MORGAN STANLEY70,390$415.65万0.00%645加仓
CIBC Bancorp USA Inc.64,423$380.42万0.00%8,668加仓
RHS Financial, LLC52,514$310.09万1.25%2,165加仓
COMMONWEALTH EQUITY SERVICES, LLC49,934$294.86万0.00%-522减仓
Leading Edge Financial Planning LLC43,755$258.37万0.46%3,902加仓
Cambridge Investment Research Advisors, Inc.41,776$246.60万0.00%20,890加仓
Insight Wealth Strategies, LLC39,051$230.09万0.22%1,482加仓
Morton Capital Management LLC/CA33,148$195.74万0.27%90加仓
Golden State Wealth Management, LLC27,944$165.01万0.15%-1,460减仓
Ausdal Financial Partners, Inc.24,970$147.45万0.06%-3,872减仓
Innova Wealth Partners23,169$136.81万0.56%362加仓
Herold Advisors, Inc.23,000$135.70万0.27%-1,000减仓
Sierra Capital LLC21,439$126.60万0.12%0不变
HOWARD BAILEY SECURITIES, LLC19,882$117.40万0.44%-4,084减仓
Belpointe Asset Management LLC18,972$112.03万0.04%-200减仓
Rockefeller Capital Management L.P.18,170$107.30万0.00%-951减仓
XY Planning Network, Inc.18,033$106.48万0.13%518加仓
Wright Wealth LLC17,718$104.62万0.63%-131减仓
ENVESTNET ASSET MANAGEMENT INC15,714$92.79万0.00%-465减仓
United Advisor Group, LLC15,457$91.27万0.10%1,004加仓
NewEdge Advisors, LLC14,641$86.46万0.00%-1,867减仓
Bison Wealth, LLC14,391$85.45万0.08%-527减仓
Accurate Wealth Management, LLC13,950$82.67万0.08%-6,045减仓
ORBA Wealth Advisors, L.L.C.13,923$82.22万0.70%-3,361减仓
Corient Private Wealth LP13,900$82.08万0.00%0不变
WealthPlan Investment Management, LLC13,397$79.11万0.04%-1,410减仓
Quotient Wealth Partners, LLC13,119$77.47万0.02%-103减仓
Merit Financial Group, LLC12,845$75.85万0.00%35加仓
Frontier Asset Management, LLC12,216$72.14万0.13%-902减仓
NDWM LLC11,849$69.97万0.41%-99减仓

内部人交易(Form 4)

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