PFFV GLOBAL X FDS
RATE PREFERRED
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 | 71 | 7,230,764 | $1.59亿 | 6 | 34 | 14 | 4 | $850.52万 |
| 2026Q1 | 66 | 6,760,602 | $1.48亿 | 11 | 25 | 18 | 11 | $1,913.53万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Janney Montgomery Scott LLC | 加仓 | $680.59万 |
| Foguth Wealth Management, LLC. | 新建仓 | $462.12万 |
| MORGAN STANLEY | 加仓 | $259.67万 |
| OSAIC HOLDINGS, INC. | 加仓 | $195.48万 |
| Gotham Asset Management, LLC | 加仓 | $146.05万 |
| UBS Group AG | 加仓 | $111.54万 |
| JANE STREET GROUP, LLC | 新建仓 | $65.35万 |
| MATHER GROUP, LLC. | 新建仓 | $50.02万 |
| Investment Partners Asset Management, Inc. | 加仓 | $42.31万 |
| Texas Yale Capital Corp. | 加仓 | $41.94万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $33.94万 |
| Princeton Global Asset Management LLC | 加仓 | $26.25万 |
| Private Advisor Group, LLC | 新建仓 | $24.83万 |
| SEI INVESTMENTS CO | 新建仓 | $22.53万 |
| FIFTH THIRD BANCORP | 新建仓 | $21.40万 |
| LFG Wealth Partners, LLC | 加仓 | $19.07万 |
| SBI Securities Co., Ltd. | 加仓 | $18.46万 |
| Allworth Financial LP | 新建仓 | $18.18万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $16.49万 |
| Trajan Wealth LLC | 加仓 | $15.35万 |
2026Q1 卖出最多
| CITADEL ADVISORS LLC | 清仓 | -$83.58万 |
| Farther Finance Advisors, LLC | 减仓 | -$52.24万 |
| Creative Planning | 减仓 | -$51.40万 |
| HRT FINANCIAL LP | 清仓 | -$50.50万 |
| Bedel Financial Consulting, Inc. | 减仓 | -$47.01万 |
| WEST MICHIGAN ADVISORS, LLC | 减仓 | -$25.58万 |
| HOWARD WEALTH MANAGEMENT, LLC | 清仓 | -$22.62万 |
| Leslie Global Wealth, LLC | 减仓 | -$21.07万 |
| Cetera Investment Advisers | 减仓 | -$11.26万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 减仓 | -$9.07万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$8.67万 |
| Ausdal Financial Partners, Inc. | 减仓 | -$8.48万 |
| Kestra Advisory Services, LLC | 清仓 | -$8.05万 |
| Prospera Financial Services Inc | 减仓 | -$7.64万 |
| BENJAMIN EDWARDS INC | 减仓 | -$6.96万 |
| Strategic Wealth Partners, Ltd. | 减仓 | -$5.05万 |
| Glassman Wealth Services | 清仓 | -$4.87万 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 减仓 | -$4.19万 |
| Centurion Wealth Management LLC | 减仓 | -$3.67万 |
| IFP Advisors, Inc | 清仓 | -$2.90万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,292,260 | $5,003.62万 | 0.00% | 118,961 | 加仓 |
| Janney Montgomery Scott LLC | 681,034 | $1,486.60万 | 0.04% | 311,788 | 加仓 |
| LPL Financial LLC | 261,724 | $571.30万 | 0.00% | 13 | 加仓 |
| Ironsides Asset Advisors, LLC | 257,596 | $562.29万 | 1.41% | -463 | 减仓 |
| Investment Partners Asset Management, Inc. | 253,685 | $553.75万 | 3.42% | 19,384 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 234,527 | $511.90万 | 0.01% | 15,549 | 加仓 |
| Foguth Wealth Management, LLC. | 206,620 | $462.12万 | 0.54% | 206,620 | 新建仓 |
| OSAIC HOLDINGS, INC. | 195,183 | $426.07万 | 0.01% | 89,549 | 加仓 |
| Bedel Financial Consulting, Inc. | 166,527 | $363.50万 | 0.41% | -21,537 | 减仓 |
| Leslie Global Wealth, LLC | 159,699 | $348.60万 | 1.84% | -9,653 | 减仓 |
| Gotham Asset Management, LLC | 145,587 | $317.79万 | 0.01% | 66,910 | 加仓 |
| Creative Planning | 144,234 | $314.84万 | 0.00% | -23,548 | 减仓 |
| BENJAMIN EDWARDS INC | 135,963 | $296.76万 | 0.03% | -3,191 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 135,828 | $296.49万 | 0.00% | 6,153 | 加仓 |
| Rockefeller Capital Management L.P. | 130,322 | $284.47万 | 0.01% | 1,325 | 加仓 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 108,532 | $236.91万 | 0.59% | -1,920 | 减仓 |
| Princeton Global Asset Management LLC | 102,180 | $223.04万 | 0.36% | 12,027 | 加仓 |
| LFG Wealth Partners, LLC | 101,461 | $221.47万 | 1.34% | 8,738 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 96,426 | $210.48万 | 0.00% | 7,555 | 加仓 |
| Trajan Wealth LLC | 96,341 | $210.30万 | 0.09% | 7,033 | 加仓 |
| APS Management Group, Inc. | 82,790 | $180.72万 | 1.55% | 1,721 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 74,043 | $161.62万 | 0.00% | 5,676 | 加仓 |
| Comprehensive Money Management Services LLC | 69,053 | $150.73万 | 0.99% | 6,300 | 加仓 |
| UBS Group AG | 53,155 | $116.03万 | 0.00% | 51,101 | 加仓 |
| Texas Yale Capital Corp. | 51,047 | $111.43万 | 0.03% | 19,213 | 加仓 |
| SBI Securities Co., Ltd. | 41,310 | $90.17万 | 0.02% | 8,457 | 加仓 |
| Cetera Investment Advisers | 38,074 | $83.11万 | 0.00% | -5,159 | 减仓 |
| JANE STREET GROUP, LLC | 29,938 | $65.35万 | 0.00% | 29,938 | 新建仓 |
| Seed Wealth Management, Inc. | 29,700 | $64.83万 | 0.45% | 0 | 不变 |
| FIRST MANHATTAN CO. LLC. | 28,086 | $61.31万 | 0.00% | 0 | 不变 |
| Stratos Wealth Partners, LTD. | 26,544 | $57.94万 | 0.01% | 973 | 加仓 |
| TRUIST FINANCIAL CORP | 24,697 | $53.91万 | 0.00% | -622 | 减仓 |
| NewEdge Advisors, LLC | 23,762 | $51.87万 | 0.00% | 3,016 | 加仓 |
| MATHER GROUP, LLC. | 22,917 | $50.02万 | 0.00% | 22,917 | 新建仓 |
| DEARBORN PARTNERS LLC | 22,026 | $48.08万 | 0.03% | -877 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 17,971 | $39.23万 | 0.01% | 2,225 | 加仓 |
| US BANCORP \DE\ | 17,065 | $37.25万 | 0.00% | 0 | 不变 |
| Joseph P. Lucia & Associates, LLC | 14,858 | $32.43万 | 0.12% | 3,032 | 加仓 |
| Acorn Wealth Advisors, LLC | 14,354 | $31.33万 | 0.09% | -45 | 减仓 |
| WEST MICHIGAN ADVISORS, LLC | 13,476 | $29.42万 | 0.06% | -11,721 | 减仓 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,765 | $27.83万 | 0.01% | 0 | 不变 |
| Centurion Wealth Management LLC | 12,577 | $27.45万 | 0.06% | -1,683 | 减仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11,908 | $26.49万 | 0.00% | -4,078 | 减仓 |
| Strategic Wealth Partners, Ltd. | 11,630 | $25.39万 | 0.02% | -2,314 | 减仓 |
| Private Advisor Group, LLC | 11,373 | $24.83万 | 0.00% | 11,373 | 新建仓 |
| Bank of New York Mellon Corp | 10,479 | $22.87万 | 0.00% | -230 | 减仓 |
| CHOREO, LLC | 10,438 | $22.78万 | 0.00% | 0 | 不变 |
| Prospera Financial Services Inc | 10,400 | $22.70万 | 0.00% | -3,500 | 减仓 |
| SEI INVESTMENTS CO | 10,321 | $22.53万 | 0.00% | 10,321 | 新建仓 |
| FIFTH THIRD BANCORP | 9,804 | $21.40万 | 0.00% | 9,804 | 新建仓 |
内部人交易（Form 4）
PFFV 董事、高管和大股东的最新买卖申报。专业版可看 🔒