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 🔒 | ||||||||
2026Q2 买入最多
| Stratos Wealth Partners, LTD. | 新建仓 | $732.76万 |
| Cerity Partners LLC | 加仓 | $679.55万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $587.49万 |
| Baird Financial Group, Inc. | 新建仓 | $473.22万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $449.80万 |
| KWB Wealth | 加仓 | $368.73万 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 加仓 | $352.16万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $330.72万 |
| JABODON PT CO | 加仓 | $284.66万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $267.80万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $189.04万 |
| MAI Capital Management | 加仓 | $167.80万 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 加仓 | $114.03万 |
| NavPoint Financial, Inc. | 加仓 | $103.61万 |
| &PARTNERS | 加仓 | $96.89万 |
| Cheviot Value Management, LLC | 加仓 | $61.59万 |
| Three Magnolias Financial Advisors, LLC | 加仓 | $58.25万 |
| Legacy Trust | 新建仓 | $57.73万 |
| J.W. COLE ADVISORS, INC. | 重新持有 | $56.91万 |
| FIRST FOUNDATION ADVISORS | 新建仓 | $54.20万 |
2026Q2 卖出最多
| Horizon Wealth Management, LLC | 减仓 | -$3,775.60万 |
| Greater Midwest Financial Group, LLC | 减仓 | -$1,459.72万 |
| ARQ WEALTH ADVISORS, LLC | 减仓 | -$906.37万 |
| Choate Investment Advisors | 减仓 | -$773.84万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$337.25万 |
| NKCFO LLC | 清仓 | -$295.50万 |
| Gateway Wealth Partners, LLC | 减仓 | -$249.61万 |
| Independent Advisor Alliance | 清仓 | -$240.56万 |
| CITADEL ADVISORS LLC | 减仓 | -$181.11万 |
| JANE STREET GROUP, LLC | 清仓 | -$174.39万 |
| EVOKE WEALTH, LLC | 清仓 | -$151.22万 |
| Clarkston Capital Partners, LLC | 清仓 | -$140.86万 |
| Sanctuary Advisors, LLC | 清仓 | -$94.98万 |
| Nautilus Advisors LLC | 减仓 | -$76.74万 |
| BEAM WEALTH ADVISORS, INC. | 减仓 | -$62.66万 |
| Sugar Maple Asset Management, LLC | 减仓 | -$61.82万 |
| DKM Wealth Management, Inc. | 减仓 | -$61.49万 |
| GTS SECURITIES LLC | 清仓 | -$55.88万 |
| ROYAL BANK OF CANADA | 减仓 | -$43.19万 |
| NORTHERN TRUST CORP | 减仓 | -$39.28万 |
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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 5,819,404 | $1.64亿 | 2.88% | -274,705 | 减仓 |
| Cerity Partners LLC | 3,359,852 | $9,464.72万 | 0.11% | 241,232 | 加仓 |
| LPL Financial LLC | 2,130,645 | $6,002.03万 | 0.01% | 15,524 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,074,551 | $3,026.97万 | 0.04% | 342 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,062,060 | $2,991.82万 | 0.00% | -119,718 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 935,881 | $2,726.22万 | 0.05% | 64,894 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 933,925 | $2,630.87万 | 0.01% | 208,552 | 加仓 |
| ABOUND FINANCIAL, LLC | 925,844 | $2,608.11万 | 10.40% | -5,190 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 795,881 | $2,242.00万 | 0.03% | 95,066 | 加仓 |
| ROYAL BANK OF CANADA | 655,583 | $1,846.80万 | 0.00% | -15,331 | 减仓 |
| A&I FINANCIAL SERVICES, LLC | 598,911 | $1,687.13万 | 7.35% | 3,689 | 加仓 |
| KWB Wealth | 486,376 | $1,370.12万 | 1.17% | 130,893 | 加仓 |
| Steward Partners Investment Advisory, LLC | 403,016 | $1,135.30万 | 0.06% | 1,056 | 加仓 |
| BEAM WEALTH ADVISORS, INC. | 382,037 | $1,076.20万 | 2.37% | -22,244 | 减仓 |
| Appalachian Capital Management Ltd | 304,967 | $859.09万 | 6.23% | 9,754 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 297,140 | $837.00万 | 0.01% | 159,682 | 加仓 |
| NavPoint Financial, Inc. | 289,289 | $814.93万 | 3.02% | 36,782 | 加仓 |
| Stratos Wealth Partners, LTD. | 260,119 | $732.76万 | 0.07% | 260,119 | 新建仓 |
| &PARTNERS | 227,913 | $642.25万 | 0.03% | 34,382 | 加仓 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 225,564 | $635.41万 | 3.18% | 40,481 | 加仓 |
| Three Magnolias Financial Advisors, LLC | 223,342 | $629.15万 | 3.51% | 20,679 | 加仓 |
| Alliance Private Wealth, LLC | 207,457 | $584.41万 | 2.03% | -12,588 | 减仓 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 195,673 | $551.21万 | 1.73% | 125,013 | 加仓 |
| Cheviot Value Management, LLC | 192,975 | $543.61万 | 0.55% | 21,865 | 加仓 |
| JABODON PT CO | 192,746 | $543.00万 | 0.53% | 101,046 | 加仓 |
| STIFEL FINANCIAL CORP | 173,702 | $489.32万 | 0.00% | 10,393 | 加仓 |
| Baird Financial Group, Inc. | 167,988 | $473.22万 | 0.01% | 167,988 | 新建仓 |
| Western Pacific Wealth Management, LP | 163,865 | $461.61万 | 4.17% | 3,495 | 加仓 |
| Investment Planning Advisors, Inc. | 122,307 | $344.54万 | 0.80% | 823 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 117,400 | $330.72万 | 0.00% | 117,400 | 新建仓 |
| DKM Wealth Management, Inc. | 103,754 | $292.28万 | 1.91% | -21,827 | 减仓 |
| Maridea Wealth Management LLC | 85,899 | $241.98万 | 0.26% | -12,187 | 减仓 |
| Gateway Wealth Partners, LLC | 84,622 | $238.38万 | 0.14% | -88,608 | 减仓 |
| Valeo Financial Advisors, LLC | 82,091 | $231.25万 | 0.05% | -2,237 | 减仓 |
| IFP Advisors, Inc | 78,467 | $221.04万 | 0.04% | -1,514 | 减仓 |
| Sugar Maple Asset Management, LLC | 77,466 | $218.22万 | 1.41% | -21,945 | 减仓 |
| MAI Capital Management | 76,414 | $215.26万 | 0.01% | 59,566 | 加仓 |
| MML INVESTORS SERVICES, LLC | 73,485 | $207.01万 | 0.00% | 9,887 | 加仓 |
| Sprinkle Financial Consultants LLC | 69,650 | $196.21万 | 0.77% | 1,930 | 加仓 |
| CITADEL ADVISORS LLC | 57,204 | $161.14万 | 0.00% | -64,291 | 减仓 |
| MORGAN STANLEY | 51,506 | $145.09万 | 0.00% | 3,251 | 加仓 |
| J.W. COLE ADVISORS, INC. | 50,367 | $141.88万 | 0.02% | 20,201 | 重新持有 |
| Focus Partners Wealth | 46,827 | $131.91万 | 0.00% | 11,631 | 加仓 |
| Corient Private Wealth LP | 43,312 | $122.01万 | 0.00% | 2,848 | 加仓 |
| Cascades Capital Asset Management, LLC | 43,216 | $121.74万 | 0.45% | -2,051 | 减仓 |
| Aprio Wealth Management, LLC | 42,606 | $120.02万 | 0.06% | 590 | 加仓 |
| DAVENPORT & Co LLC | 37,237 | $104.90万 | 0.01% | 390 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,226 | $85.15万 | 0.00% | -510 | 减仓 |
| Kestra Advisory Services, LLC | 28,953 | $81.56万 | 0.00% | 8,972 | 加仓 |
| Alpha Advisors, LLC/VA | 28,686 | $80.81万 | 0.61% | 8,151 | 加仓 |
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 🔒