OCTW AIM ETF PRODUCTS TRUST
US LRGCP B20 OCT
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 | 81 | 7,036,623 | $2.88亿 | 6 | 16 | 34 | 30 | -$1.52亿 |
| 2026Q1 | 101 | 10,809,374 | $4.16亿 | 10 | 23 | 44 | 5 | -$429.20万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| POM Investment Strategies, LLC | 新建仓 | $730.26万 |
| Allianz SE | 加仓 | $505.86万 |
| Elevated Capital Advisors, LLC | 新建仓 | $464.83万 |
| World Investment Advisors | 新建仓 | $309.97万 |
| Advyzon Investment Management, LLC | 加仓 | $260.11万 |
| Ausdal Financial Partners, Inc. | 新建仓 | $177.91万 |
| Guardian Capital, LLC | 加仓 | $175.03万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $110.29万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $71.68万 |
| JANE STREET GROUP, LLC | 加仓 | $69.96万 |
| Kestra Advisory Services, LLC | 加仓 | $51.57万 |
| FreeGulliver LLC | 新建仓 | $38.23万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $28.18万 |
| FSA Advisors, Inc. | 加仓 | $24.31万 |
| SMART Wealth LLC | 加仓 | $21.94万 |
| FWG Investments, LLC. | 新建仓 | $21.45万 |
| RFG Advisory, LLC | 新建仓 | $21.35万 |
| Integrated Wealth Management | 加仓 | $19.70万 |
| OLD MISSION CAPITAL LLC | 加仓 | $17.50万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $15.68万 |
2026Q1 卖出最多
| Lloyd Advisory Services, LLC. | 减仓 | -$1,862.07万 |
| Outlook Wealth Advisors, LLC | 减仓 | -$415.30万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$287.95万 |
| LPL Financial LLC | 减仓 | -$278.00万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$131.23万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$84.45万 |
| Farther Finance Advisors, LLC | 减仓 | -$72.87万 |
| ACCESS FINANCIAL SERVICES, INC. | 减仓 | -$56.12万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$46.91万 |
| LifeWealth Investments, LLC | 减仓 | -$43.21万 |
| B.O.S.S. Retirement Advisors, LLC | 减仓 | -$34.31万 |
| Signal Advisors Wealth, LLC | 清仓 | -$26.60万 |
| Great Lakes Retirement, Inc. | 减仓 | -$25.19万 |
| Elevation Wealth Management LLC | 减仓 | -$23.54万 |
| Diligent Investors, LLC | 清仓 | -$21.10万 |
| Midwest Financial Network, LLC | 减仓 | -$19.67万 |
| Spire Wealth Management | 减仓 | -$18.27万 |
| HOWARD BAILEY SECURITIES, LLC | 减仓 | -$17.20万 |
| Centennial Advisors, LLC | 减仓 | -$12.96万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$10.00万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,268,557 | $8,727.14万 | 0.02% | -72,264 | 减仓 |
| AE Wealth Management LLC | 2,223,975 | $8,555.63万 | 0.46% | -1,663 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,153,580 | $4,437.82万 | 0.06% | -12,193 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 467,490 | $1,798.43万 | 0.01% | 28,670 | 加仓 |
| ACCESS FINANCIAL SERVICES, INC. | 349,811 | $1,345.72万 | 4.77% | -14,589 | 减仓 |
| Kestra Advisory Services, LLC | 244,155 | $939.26万 | 0.04% | 13,404 | 加仓 |
| Mid-American Wealth Advisory Group, Inc. | 216,453 | $844.17万 | 3.57% | 0 | 不变 |
| CENTAURUS FINANCIAL, INC. | 218,252 | $839.60万 | 0.40% | -1,721 | 减仓 |
| OSAIC HOLDINGS, INC. | 197,233 | $758.75万 | 0.01% | -34,113 | 减仓 |
| Cetera Investment Advisers | 197,002 | $757.87万 | 0.01% | 336 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 194,938 | $749.93万 | 0.00% | 4,076 | 加仓 |
| POM Investment Strategies, LLC | 189,826 | $730.26万 | 9.07% | 189,826 | 新建仓 |
| Wellment Financial | 144,301 | $555.13万 | 6.87% | -377 | 减仓 |
| Allianz SE | 136,494 | $525.09万 | 0.06% | 131,494 | 加仓 |
| Advyzon Investment Management, LLC | 131,095 | $504.32万 | 0.45% | 67,614 | 加仓 |
| Elevated Capital Advisors, LLC | 120,829 | $464.83万 | 1.17% | 120,829 | 新建仓 |
| HOWARD BAILEY SECURITIES, LLC | 120,245 | $462.58万 | 1.90% | -4,470 | 减仓 |
| Forty-three Eighteen Advisors, LLC | 117,528 | $452.13万 | 3.40% | -366 | 减仓 |
| Outlook Wealth Advisors, LLC | 107,029 | $411.74万 | 0.99% | -107,954 | 减仓 |
| B.O.S.S. Retirement Advisors, LLC | 106,592 | $410.06万 | 1.25% | -8,918 | 减仓 |
| Guardian Capital, LLC | 99,498 | $382.77万 | 3.66% | 45,497 | 加仓 |
| Integrated Wealth Management | 98,059 | $377.23万 | 4.33% | 5,120 | 加仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 92,260 | $354.92万 | 0.51% | -2,007 | 减仓 |
| World Investment Advisors | 80,575 | $309.97万 | 0.05% | 80,575 | 新建仓 |
| Spire Wealth Management | 79,066 | $304.17万 | 0.10% | -4,750 | 减仓 |
| Elevation Wealth Management LLC | 69,475 | $267.27万 | 2.45% | -6,120 | 减仓 |
| Compass Advisory Group LLC | 67,588 | $260.01万 | 0.70% | -160 | 减仓 |
| Networth Advisors, LLC | 62,413 | $240.10万 | 1.70% | -1,352 | 减仓 |
| Long Island Wealth Management, Inc. | 60,525 | $232.84万 | 1.08% | 0 | 不变 |
| Great Lakes Retirement, Inc. | 60,208 | $231.62万 | 0.24% | -6,549 | 减仓 |
| PFG Advisors | 52,914 | $203.56万 | 0.10% | -1,281 | 减仓 |
| Advus Financial Partners, LLC | 52,440 | $201.74万 | 0.51% | 646 | 加仓 |
| Csenge Advisory Group | 51,051 | $196.39万 | 0.09% | -1,811 | 减仓 |
| LifeWealth Investments, LLC | 49,021 | $188.58万 | 0.56% | -11,233 | 减仓 |
| SMART Wealth LLC | 47,946 | $184.45万 | 0.54% | 5,704 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 46,464 | $178.75万 | 0.03% | -1,920 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 46,378 | $178.40万 | 0.00% | -2,599 | 减仓 |
| FSA Advisors, Inc. | 46,294 | $178.09万 | 1.17% | 6,318 | 加仓 |
| Ausdal Financial Partners, Inc. | 46,246 | $177.91万 | 0.08% | 46,246 | 新建仓 |
| Centennial Advisors, LLC | 44,270 | $170.31万 | 2.17% | -3,370 | 减仓 |
| Modern Wealth Management, LLC | 32,758 | $126.55万 | 0.02% | -2,043 | 减仓 |
| JANE STREET GROUP, LLC | 29,466 | $113.36万 | 0.00% | 18,186 | 加仓 |
| SECURED RETIREMENT ADVISORS, LLC | 27,443 | $105.57万 | 0.60% | 371 | 加仓 |
| Midwest Financial Network, LLC | 25,068 | $96.44万 | 0.77% | -5,112 | 减仓 |
| Kingdom Financial Group LLC. | 23,377 | $89.93万 | 0.26% | -1,226 | 减仓 |
| Lloyd Advisory Services, LLC. | 23,377 | $89.93万 | 0.26% | -484,032 | 减仓 |
| BIP Wealth, LLC | 23,348 | $89.82万 | 0.04% | -415 | 减仓 |
| Blackston Financial Advisory Group, LLC | 21,537 | $82.85万 | 0.52% | 490 | 加仓 |
| Authentikos Wealth Advisory, LLC | 21,249 | $81.74万 | 0.55% | 421 | 加仓 |
| Strategic Blueprint, LLC | 20,977 | $80.70万 | 0.05% | 0 | 不变 |
内部人交易（Form 4）
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