OAKM HARRIS OAKMARK ETF TRUST
OAKMARK U S LRG
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 | 96 | 24,718,162 | $6.97亿 | 13 | 48 | 26 | 14 | -$3,353.40万 |
| 2026Q1 | 97 | 26,175,015 | $7.22亿 | 16 | 53 | 16 | 8 | $6,189.62万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Horizon Wealth Management, LLC | 加仓 | $3,699.99万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2,878.31万 |
| Cerity Partners LLC | 加仓 | $2,753.77万 |
| LPL Financial LLC | 加仓 | $2,237.09万 |
| BEAM WEALTH ADVISORS, INC. | 加仓 | $1,041.64万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $924.54万 |
| ROYAL BANK OF CANADA | 加仓 | $548.22万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $532.70万 |
| STIFEL FINANCIAL CORP | 加仓 | $397.78万 |
| Gateway Wealth Partners, LLC | 加仓 | $332.83万 |
| CITADEL ADVISORS LLC | 加仓 | $261.44万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $260.20万 |
| JABODON PT CO | 新建仓 | $252.80万 |
| Independent Advisor Alliance | 新建仓 | $240.56万 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 加仓 | $167.09万 |
| NavPoint Financial, Inc. | 加仓 | $137.49万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $128.49万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $120.48万 |
| NORTHERN TRUST CORP | 新建仓 | $116.56万 |
| Sugar Maple Asset Management, LLC | 加仓 | $115.99万 |
2026Q1 卖出最多
| Choate Investment Advisors | 减仓 | -$8,082.34万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,844.41万 |
| Clarkston Capital Partners, LLC | 减仓 | -$929.02万 |
| Corient Private Wealth LP | 减仓 | -$262.18万 |
| U.S. Capital Wealth Advisors, LLC | 减仓 | -$234.46万 |
| Covenant Partners, LLC | 清仓 | -$199.69万 |
| Well Done, LLC | 清仓 | -$163.38万 |
| SOL Capital Management CO | 清仓 | -$105.40万 |
| MAGNOLIA CAPITAL ADVISORS LLC | 清仓 | -$81.88万 |
| WCG Wealth Advisors LLC | 减仓 | -$60.74万 |
| Greater Midwest Financial Group, LLC | 减仓 | -$50.29万 |
| GTS SECURITIES LLC | 减仓 | -$43.71万 |
| Thrivent Financial for Lutherans | 清仓 | -$42.10万 |
| KINTRA WEALTH, LLC | 清仓 | -$36.42万 |
| JANE STREET GROUP, LLC | 减仓 | -$31.44万 |
| Alpha Advisors, LLC/VA | 减仓 | -$18.76万 |
| A&I FINANCIAL SERVICES, LLC | 减仓 | -$13.57万 |
| Sanctuary Advisors, LLC | 减仓 | -$6.32万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$5.67万 |
| KWB Wealth | 减仓 | -$4.39万 |
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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 6,094,109 | $1.68亿 | 3.29% | -2,932,101 | 减仓 |
| Cerity Partners LLC | 3,118,620 | $8,596.45万 | 0.12% | 999,011 | 加仓 |
| LPL Financial LLC | 2,115,121 | $5,830.33万 | 0.02% | 811,569 | 加仓 |
| Horizon Wealth Management, LLC | 1,359,970 | $3,748.76万 | 5.50% | 1,342,280 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,181,778 | $3,257.57万 | 0.00% | 193,253 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,074,209 | $2,961.55万 | 0.04% | 1,044,015 | 加仓 |
| ABOUND FINANCIAL, LLC | 931,034 | $2,566.40万 | 11.21% | 3,435 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 870,987 | $2,394.34万 | 0.05% | -670,937 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 725,373 | $1,999.49万 | 0.01% | 43,709 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 700,815 | $1,931.80万 | 0.03% | 94,394 | 加仓 |
| ROYAL BANK OF CANADA | 670,914 | $1,849.40万 | 0.00% | 198,879 | 加仓 |
| A&I FINANCIAL SERVICES, LLC | 595,222 | $1,640.73万 | 7.77% | -4,923 | 减仓 |
| Greater Midwest Financial Group, LLC | 526,934 | $1,452.49万 | 7.80% | -18,243 | 减仓 |
| BEAM WEALTH ADVISORS, INC. | 404,281 | $1,114.40万 | 2.77% | 377,883 | 加仓 |
| Steward Partners Investment Advisory, LLC | 401,960 | $1,108.00万 | 0.06% | 46,615 | 加仓 |
| KWB Wealth | 355,483 | $1,008.15万 | 1.00% | -1,548 | 减仓 |
| ARQ WEALTH ADVISORS, LLC | 335,404 | $924.54万 | 1.67% | 335,404 | 新建仓 |
| Appalachian Capital Management Ltd | 295,213 | $813.76万 | 6.51% | 12,234 | 加仓 |
| U.S. Capital Wealth Advisors, LLC | 258,535 | $712.65万 | 0.18% | -85,058 | 减仓 |
| NavPoint Financial, Inc. | 252,507 | $696.04万 | 2.81% | 49,879 | 加仓 |
| Alliance Private Wealth, LLC | 220,045 | $606.55万 | 2.18% | 2,161 | 加仓 |
| Three Magnolias Financial Advisors, LLC | 202,663 | $558.64万 | 3.55% | 4,921 | 加仓 |
| &PARTNERS | 193,531 | $533.26万 | 0.03% | 488 | 加仓 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 185,083 | $510.18万 | 2.77% | 25,025 | 加仓 |
| Gateway Wealth Partners, LLC | 173,230 | $477.51万 | 0.19% | 120,742 | 加仓 |
| Cheviot Value Management, LLC | 171,110 | $471.66万 | 0.47% | 39,720 | 加仓 |
| STIFEL FINANCIAL CORP | 163,309 | $450.16万 | 0.00% | 144,306 | 加仓 |
| Western Pacific Wealth Management, LP | 160,370 | $442.06万 | 4.49% | 6,127 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 137,458 | $378.90万 | 0.01% | 14,950 | 加仓 |
| DKM Wealth Management, Inc. | 125,581 | $346.16万 | 2.50% | 3,022 | 加仓 |
| CITADEL ADVISORS LLC | 121,495 | $334.90万 | 0.00% | 94,844 | 加仓 |
| Investment Planning Advisors, Inc. | 121,484 | $334.87万 | 0.92% | 8,649 | 加仓 |
| NKCFO LLC | 107,200 | $295.50万 | 0.88% | 0 | 不变 |
| Sugar Maple Asset Management, LLC | 99,411 | $274.03万 | 1.66% | 42,078 | 加仓 |
| Maridea Wealth Management LLC | 98,086 | $270.37万 | 0.39% | 7,901 | 加仓 |
| JABODON PT CO | 91,700 | $252.80万 | 0.29% | 91,700 | 新建仓 |
| Independent Advisor Alliance | 87,271 | $240.56万 | 0.03% | 87,271 | 新建仓 |
| Valeo Financial Advisors, LLC | 84,328 | $232.45万 | 0.06% | 12,583 | 加仓 |
| IFP Advisors, Inc | 79,981 | $220.47万 | 0.05% | 3,922 | 加仓 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 70,660 | $194.77万 | 0.85% | 60,615 | 加仓 |
| Sprinkle Financial Consultants LLC | 67,720 | $186.67万 | 0.86% | 20,395 | 加仓 |
| MML INVESTORS SERVICES, LLC | 63,598 | $175.31万 | 0.00% | 21,212 | 加仓 |
| JANE STREET GROUP, LLC | 63,264 | $174.39万 | 0.00% | -11,404 | 减仓 |
| EVOKE WEALTH, LLC | 54,861 | $151.22万 | 0.03% | 0 | 不变 |
| Clarkston Capital Partners, LLC | 51,100 | $140.86万 | 0.11% | -337,030 | 减仓 |
| MORGAN STANLEY | 48,255 | $133.01万 | 0.00% | 41,098 | 加仓 |
| Smart Portfolios, LLC | 46,061 | $126.97万 | 1.27% | 7,760 | 加仓 |
| Cascades Capital Asset Management, LLC | 45,267 | $124.78万 | 0.52% | 942 | 加仓 |
| Nautilus Advisors LLC | 44,173 | $121.76万 | 0.83% | 3,142 | 加仓 |
| NORTHERN TRUST CORP | 42,287 | $116.56万 | 0.00% | 42,287 | 新建仓 |
内部人交易（Form 4）
OAKM 董事、高管和大股东的最新买卖申报。专业版可看 🔒