ONEQ FIDELITY COMWLTH TR
NASDAQ COMPSIT
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 | 441 | 20,265,029 | $20.91亿 | 50 | 123 | 130 | 24 | $1.83亿 |
| 2026Q1 | 397 | 18,779,963 | $15.94亿 | 27 | 146 | 111 | 21 | -$87.02万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| FMR LLC | 加仓 | $2,319.67万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $1,999.63万 |
| Coastline Complete Wealth LLC | 新建仓 | $860.19万 |
| Kestra Advisory Services, LLC | 加仓 | $762.44万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $729.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $636.43万 |
| Independent Advisor Alliance | 新建仓 | $592.81万 |
| Gateway Wealth Partners, LLC | 加仓 | $463.54万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $452.39万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $343.64万 |
| OneDigital Investment Advisors LLC | 新建仓 | $338.42万 |
| Oasis Advisors, LLC | 加仓 | $332.33万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $270.72万 |
| KFA Private Wealth Group, LLC | 加仓 | $257.01万 |
| Wealthspire Retirement, LLC | 加仓 | $252.26万 |
| JPMORGAN CHASE & CO | 加仓 | $206.79万 |
| Lebenthal Global Advisors, LLC | 加仓 | $196.02万 |
| Snowden Capital Advisors LLC | 加仓 | $192.19万 |
| ARKANSAS FINANCIAL GROUP, INC. | 加仓 | $181.71万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $163.59万 |
2026Q1 卖出最多
| Align Financial, LLC | 减仓 | -$2,259.19万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,955.71万 |
| Madison Wealth Partners, Inc | 减仓 | -$1,586.83万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$1,322.48万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,179.79万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$866.12万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$670.94万 |
| ROYAL BANK OF CANADA | 减仓 | -$606.96万 |
| Corient Private Wealth LP | 减仓 | -$414.74万 |
| MORGAN STANLEY | 减仓 | -$342.54万 |
| Indivisible Partners | 减仓 | -$269.87万 |
| AssuredPartners Investment Advisors, LLC | 减仓 | -$266.31万 |
| LPL Financial LLC | 减仓 | -$229.24万 |
| STIFEL FINANCIAL CORP | 减仓 | -$218.83万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$150.80万 |
| HWG Holdings LP | 减仓 | -$146.84万 |
| AE Wealth Management LLC | 减仓 | -$121.51万 |
| Mirae Asset Global Investments Co., Ltd. | 减仓 | -$120.32万 |
| JANE STREET GROUP, LLC | 减仓 | -$117.53万 |
| WCG Wealth Advisors LLC | 清仓 | -$115.34万 |
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 |
|---|---|---|---|---|---|
| FMR LLC | 1,673,109 | $1.42亿 | 0.01% | 273,192 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,251,791 | $1.06亿 | 0.15% | -102,005 | 减仓 |
| LPL Financial LLC | 1,174,416 | $9,971.97万 | 0.03% | -26,998 | 减仓 |
| Wealthfront Advisers LLC | 689,936 | $5,858.25万 | 0.13% | 1,111 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 616,562 | $5,235.22万 | 0.00% | -230,328 | 减仓 |
| Fisher Asset Management, LLC | 588,759 | $4,999.16万 | 0.02% | -8,747 | 减仓 |
| Heck Capital Advisors, LLC | 586,662 | $4,981.34万 | 3.69% | -6,913 | 减仓 |
| Lebenthal Global Advisors, LLC | 544,302 | $4,621.67万 | 6.72% | 23,086 | 加仓 |
| Kestra Advisory Services, LLC | 510,241 | $4,332.45万 | 0.16% | 89,794 | 加仓 |
| Analyst IMS Investment Management Services Ltd. | 499,133 | $4,238.10万 | 1.29% | -2,103 | 减仓 |
| Wealthspire Retirement, LLC | 468,223 | $3,975.68万 | 2.38% | 29,709 | 加仓 |
| LJI Wealth Management, LLC | 383,316 | $3,254.74万 | 5.20% | 14,472 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 376,200 | $3,194.31万 | 0.03% | 235,500 | 加仓 |
| MORGAN STANLEY | 349,017 | $2,963.51万 | 0.00% | -40,341 | 减仓 |
| TCP Asset Management, LLC | 301,984 | $2,564.15万 | 3.30% | -12,153 | 减仓 |
| AMERIPRISE FINANCIAL INC | 285,116 | $2,421.03万 | 0.01% | 40,469 | 加仓 |
| Prasad Wealth Partners, LLC | 253,916 | $2,156.00万 | 5.87% | 5,730 | 加仓 |
| UBS Group AG | 235,992 | $2,003.81万 | 0.00% | 2,402 | 加仓 |
| David Kennon Inc | 234,676 | $1,992.63万 | 7.15% | 4,224 | 加仓 |
| Thrivent Financial for Lutherans | 173,164 | $1,470.30万 | 0.03% | 7,913 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 173,104 | $1,469.80万 | 0.04% | -79,019 | 减仓 |
| HOLLENCREST CAPITAL MANAGEMENT | 171,836 | $1,459.06万 | 0.54% | -320 | 减仓 |
| OSAIC HOLDINGS, INC. | 165,171 | $1,403.64万 | 0.02% | -138,830 | 减仓 |
| HighTower Advisors, LLC | 151,790 | $1,288.85万 | 0.01% | -12,502 | 减仓 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 145,940 | $1,239.17万 | 0.67% | -4,979 | 减仓 |
| Commonwealth Financial Services, LLC | 145,768 | $1,237.72万 | 1.96% | 9,330 | 加仓 |
| ROYAL BANK OF CANADA | 145,571 | $1,236.10万 | 0.00% | -71,479 | 减仓 |
| Cetera Investment Advisers | 137,528 | $1,167.75万 | 0.01% | 5,636 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 131,902 | $1,119.98万 | 0.00% | 12,674 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 129,773 | $1,070.49万 | 0.01% | 14,106 | 加仓 |
| Focus Partners Wealth | 118,114 | $1,002.90万 | 0.01% | -885 | 减仓 |
| JPMORGAN CHASE & CO | 119,601 | $978.58万 | 0.00% | 25,274 | 加仓 |
| WELLS FARGO & COMPANY/MN | 114,704 | $973.96万 | 0.00% | 19,266 | 加仓 |
| Silicon Valley Capital Partners | 111,089 | $943.26万 | 0.92% | -178 | 减仓 |
| jvl associates llc | 110,900 | $941.65万 | 3.16% | -3,145 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 109,536 | $930.07万 | 0.00% | 74,953 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107,306 | $923.91万 | 0.02% | 84,719 | 加仓 |
| Mariner, LLC | 102,939 | $874.06万 | 0.01% | 6,931 | 加仓 |
| Coastline Complete Wealth LLC | 101,306 | $860.19万 | 5.33% | 101,306 | 新建仓 |
| ARKANSAS FINANCIAL GROUP, INC. | 95,768 | $853.10万 | 1.19% | 20,398 | 加仓 |
| Aptus Capital Advisors, LLC | 99,327 | $843.39万 | 0.07% | -6,572 | 减仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 97,176 | $825.12万 | 0.52% | -6,742 | 减仓 |
| Gateway Wealth Partners, LLC | 96,266 | $817.40万 | 0.32% | 54,591 | 加仓 |
| Harvest Investment Advisors, LLC | 91,499 | $776.92万 | 4.32% | 9,285 | 加仓 |
| Sigma Planning Corp | 80,961 | $687.44万 | 0.19% | 11,377 | 加仓 |
| Mirae Asset Global Investments Co., Ltd. | 78,530 | $666.80万 | 0.02% | -14,170 | 减仓 |
| Snowden Capital Advisors LLC | 77,604 | $658.94万 | 0.18% | 22,635 | 加仓 |
| Portfolio Strategies, Inc. | 77,124 | $655.12万 | 0.81% | -853 | 减仓 |
| STIFEL FINANCIAL CORP | 76,453 | $649.16万 | 0.01% | -25,772 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 72,151 | $612.63万 | 0.00% | 53,279 | 加仓 |
内部人交易(Form 4)
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