13F 机构持仓

ONEQ FIDELITY COMWLTH TR

NASDAQ COMPSIT

持有机构数4412026Q2
26Q126Q2
机构合计持股(股)20,265,0292026Q2
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
2026Q244120,265,029$20.91亿 5012313024$1.83亿
2026Q139718,779,963$15.94亿 2714611121-$87.02万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 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 LLC1,673,109$1.42亿0.01%273,192加仓
COMMONWEALTH EQUITY SERVICES, LLC1,251,791$1.06亿0.15%-102,005减仓
LPL Financial LLC1,174,416$9,971.97万0.03%-26,998减仓
Wealthfront Advisers LLC689,936$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, LLC588,759$4,999.16万0.02%-8,747减仓
Heck Capital Advisors, LLC586,662$4,981.34万3.69%-6,913减仓
Lebenthal Global Advisors, LLC544,302$4,621.67万6.72%23,086加仓
Kestra Advisory Services, LLC510,241$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, LLC468,223$3,975.68万2.38%29,709加仓
LJI Wealth Management, LLC383,316$3,254.74万5.20%14,472加仓
TWO SIGMA INVESTMENTS, LP376,200$3,194.31万0.03%235,500加仓
MORGAN STANLEY349,017$2,963.51万0.00%-40,341减仓
TCP Asset Management, LLC301,984$2,564.15万3.30%-12,153减仓
AMERIPRISE FINANCIAL INC285,116$2,421.03万0.01%40,469加仓
Prasad Wealth Partners, LLC253,916$2,156.00万5.87%5,730加仓
UBS Group AG235,992$2,003.81万0.00%2,402加仓
David Kennon Inc234,676$1,992.63万7.15%4,224加仓
Thrivent Financial for Lutherans173,164$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 MANAGEMENT171,836$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, LLC151,790$1,288.85万0.01%-12,502减仓
SMITH CHAS P & ASSOCIATES PA CPAS145,940$1,239.17万0.67%-4,979减仓
Commonwealth Financial Services, LLC145,768$1,237.72万1.96%9,330加仓
ROYAL BANK OF CANADA145,571$1,236.10万0.00%-71,479减仓
Cetera Investment Advisers137,528$1,167.75万0.01%5,636加仓
RAYMOND JAMES FINANCIAL INC131,902$1,119.98万0.00%12,674加仓
JONES FINANCIAL COMPANIES LLLP129,773$1,070.49万0.01%14,106加仓
Focus Partners Wealth118,114$1,002.90万0.01%-885减仓
JPMORGAN CHASE & CO119,601$978.58万0.00%25,274加仓
WELLS FARGO & COMPANY/MN114,704$973.96万0.00%19,266加仓
Silicon Valley Capital Partners111,089$943.26万0.92%-178减仓
jvl associates llc110,900$941.65万3.16%-3,145减仓
ENVESTNET ASSET MANAGEMENT INC109,536$930.07万0.00%74,953加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC107,306$923.91万0.02%84,719加仓
Mariner, LLC102,939$874.06万0.01%6,931加仓
Coastline Complete Wealth LLC101,306$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, LLC99,327$843.39万0.07%-6,572减仓
GUARDIAN WEALTH ADVISORS, LLC / NC97,176$825.12万0.52%-6,742减仓
Gateway Wealth Partners, LLC96,266$817.40万0.32%54,591加仓
Harvest Investment Advisors, LLC91,499$776.92万4.32%9,285加仓
Sigma Planning Corp80,961$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 LLC77,604$658.94万0.18%22,635加仓
Portfolio Strategies, Inc.77,124$655.12万0.81%-853减仓
STIFEL FINANCIAL CORP76,453$649.16万0.01%-25,772减仓
AQR CAPITAL MANAGEMENT LLC72,151$612.63万0.00%53,279加仓

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