13F 机构持仓

PFFV GLOBAL X FDS

RATE PREFERRED

持有机构数712026Q2
26Q126Q2
机构合计持股(股)7,230,7642026Q2
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
2026Q2717,230,764$1.59亿 634144$850.52万
2026Q1666,760,602$1.48亿 11251811$1,913.53万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Cambridge Investment Research Advisors, Inc.加仓$575.91万
MORGAN STANLEY加仓$482.97万
LPL Financial LLC加仓$105.63万
Janney Montgomery Scott LLC加仓$69.10万
BANK OF AMERICA CORP /DE/加仓$61.62万
LFG Wealth Partners, LLC加仓$58.84万
DEARBORN PARTNERS LLC加仓$47.95万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$41.26万
Gotham Asset Management, LLC加仓$29.89万
FIFTH THIRD BANCORP加仓$28.04万
Diversify Advisory Services, LLC新建仓$26.28万
Texas Yale Capital Corp.加仓$21.53万
INTEGRAL INVESTMENT ADVISORS, INC.加仓$17.15万
SBI Securities Co., Ltd.加仓$16.86万
WealthCollab, LLC新建仓$11.02万
Investment Partners Asset Management, Inc.加仓$10.21万
Private Advisor Group, LLC加仓$8.85万
Leslie Global Wealth, LLC加仓$7.85万
SEI INVESTMENTS CO加仓$7.82万
Bedel Financial Consulting, Inc.加仓$7.64万

2026Q2 卖出最多

OSAIC HOLDINGS, INC.减仓-$198.99万
Princeton Global Asset Management LLC减仓-$148.25万
Ironsides Asset Advisors, LLC减仓-$123.73万
UBS Group AG减仓-$116.94万
JANE STREET GROUP, LLC清仓-$65.35万
Corient Private Wealth LP重新持有-$23.58万
Prospera Financial Services Inc清仓-$22.70万
Ausdal Financial Partners, Inc.清仓-$21.00万
Creative Planning减仓-$17.04万
Seed Wealth Management, Inc.减仓-$16.74万
Comprehensive Money Management Services LLC减仓-$15.20万
MATHER GROUP, LLC.减仓-$14.69万
BENJAMIN EDWARDS INC减仓-$13.11万
Strategic Wealth Partners, Ltd.减仓-$9.47万
CreativeOne Wealth, LLC重新持有-$6.86万
TRUIST FINANCIAL CORP减仓-$5.20万
WEST MICHIGAN ADVISORS, LLC减仓-$4.85万
Centurion Wealth Management LLC减仓-$2.16万
HUNTINGTON NATIONAL BANK清仓-$1.31万
Cetera Investment Advisers减仓-$1.08万

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
MORGAN STANLEY2,511,491$5,532.82万0.00%219,231加仓
Janney Montgomery Scott LLC712,399$1,569.40万0.03%31,365加仓
Cambridge Investment Research Advisors, Inc.495,930$1,092.60万0.01%261,403加仓
LPL Financial LLC309,674$682.21万0.00%47,950加仓
Investment Partners Asset Management, Inc.258,318$569.07万3.16%4,633加仓
Foguth Wealth Management, LLC.209,273$461.87万0.53%2,653加仓
Ironsides Asset Advisors, LLC201,430$443.75万1.04%-56,166减仓
Bedel Financial Consulting, Inc.169,993$374.49万0.35%3,466加仓
BANK OF AMERICA CORP /DE/163,797$360.84万0.00%27,969加仓
Leslie Global Wealth, LLC163,261$359.66万1.40%3,562加仓
Gotham Asset Management, LLC159,156$350.62万0.01%13,569加仓
Creative Planning136,501$300.71万0.00%-7,733减仓
Rockefeller Capital Management L.P.131,340$289.34万0.00%1,018加仓
BENJAMIN EDWARDS INC130,010$286.39万0.03%-5,953减仓
LFG Wealth Partners, LLC128,172$282.36万1.32%26,711加仓
INTEGRAL INVESTMENT ADVISORS, INC.116,315$256.24万0.56%7,783加仓
OSAIC HOLDINGS, INC.104,859$231.01万0.00%-90,324减仓
ENVESTNET ASSET MANAGEMENT INC99,521$219.25万0.00%3,095加仓
Trajan Wealth LLC97,802$215.46万0.08%1,461加仓
APS Management Group, Inc.85,912$189.27万1.45%3,122加仓
RAYMOND JAMES FINANCIAL INC75,180$165.62万0.00%1,137加仓
Comprehensive Money Management Services LLC62,153$136.92万0.86%-6,900减仓
Texas Yale Capital Corp.60,818$133.98万0.03%9,771加仓
SBI Securities Co., Ltd.48,964$107.87万0.02%7,654加仓
DEARBORN PARTNERS LLC43,890$96.25万0.03%21,864加仓
Anchor Bay Capital, Inc.42,071$92.51万0.50%——
Cetera Investment Advisers37,583$82.80万0.00%-491减仓
Princeton Global Asset Management LLC34,884$76.85万0.11%-67,296减仓
FIRST MANHATTAN CO. LLC.28,086$61.87万0.00%0不变
Stratos Wealth Partners, LTD.26,570$58.53万0.01%26加仓
NewEdge Advisors, LLC26,413$58.19万0.00%2,651加仓
FIFTH THIRD BANCORP22,530$49.63万0.00%12,726加仓
TRUIST FINANCIAL CORP22,335$49.20万0.00%-2,362减仓
Seed Wealth Management, Inc.22,100$48.69万0.31%-7,600减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP18,728$41.26万0.00%18,728新建仓
HARBOUR INVESTMENTS, INC.17,971$39.59万0.01%0不变
US BANCORP \DE\17,065$37.59万0.00%0不变
MATHER GROUP, LLC.16,247$35.79万0.00%-6,670减仓
Private Advisor Group, LLC15,392$33.91万0.00%4,019加仓
Joseph P. Lucia & Associates, LLC15,283$33.67万0.10%425加仓
Acorn Wealth Advisors, LLC14,354$31.62万0.08%0不变
SEI INVESTMENTS CO13,869$30.55万0.00%3,548加仓
CreativeOne Wealth, LLC13,411$29.54万0.01%-3,114重新持有
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12,765$28.07万0.01%0不变
CHOREO, LLC11,938$26.30万0.00%1,500加仓
Diversify Advisory Services, LLC11,928$26.28万0.00%11,928新建仓
DIVERSIFY WEALTH MANAGEMENT, LLC11,928$26.28万0.00%20加仓
Centurion Wealth Management LLC11,596$25.55万0.06%-981减仓
WEST MICHIGAN ADVISORS, LLC11,273$24.83万0.05%-2,203减仓
Bank of New York Mellon Corp10,931$24.08万0.00%452加仓

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