PMBS PIMCO ETF TR
MTG BKD SECS ACT
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 | 107 | 24,666,119 | $12.17亿 | 16 | 56 | 19 | 9 | $2.09亿 |
| 2026Q1 | 99 | 21,682,393 | $10.75亿 | 35 | 43 | 11 | 5 | $1.52亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Allianz Asset Management GmbH | 加仓 | $6,412.18万 |
| CWM, LLC | 加仓 | $3,664.88万 |
| Horizon Investments, LLC | 新建仓 | $1,488.18万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,294.59万 |
| OneDigital Investment Advisors LLC | 加仓 | $907.90万 |
| NewEdge Advisors, LLC | 加仓 | $843.20万 |
| LPL Financial LLC | 加仓 | $640.51万 |
| Orgel Wealth Management, LLC | 加仓 | $443.86万 |
| BNP PARIBAS FINANCIAL MARKETS | 新建仓 | $391.39万 |
| Cetera Investment Advisers | 加仓 | $380.66万 |
| Krilogy Financial LLC | 新建仓 | $360.93万 |
| Focus Partners Wealth | 加仓 | $312.57万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $302.18万 |
| Econ Financial Services Corp | 加仓 | $215.38万 |
| RFG Advisory, LLC | 加仓 | $178.53万 |
| AVITY INVESTMENT MANAGEMENT INC. | 新建仓 | $165.66万 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 加仓 | $155.09万 |
| Essex Financial Services, Inc. | 加仓 | $153.25万 |
| CreativeOne Wealth, LLC | 加仓 | $150.98万 |
| FOSTER & MOTLEY INC | 新建仓 | $133.10万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3,520.05万 |
| Advocacy Wealth Management, LLC | 减仓 | -$1,094.07万 |
| Wealthspire Advisors, LLC | 减仓 | -$187.69万 |
| WBI INVESTMENTS, LLC | 清仓 | -$140.57万 |
| SEVEN MILE ADVISORY | 清仓 | -$140.50万 |
| Integrated Wealth Concepts LLC | 减仓 | -$98.49万 |
| Maridea Wealth Management LLC | 清仓 | -$89.30万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$36.93万 |
| MERCER GLOBAL ADVISORS INC /ADV | 清仓 | -$31.62万 |
| Columbia River Financial Group, LLC | 清仓 | -$24.50万 |
| Fortis Group Advisors, LLC | 减仓 | -$7.24万 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 减仓 | -$5.92万 |
| TRUIST FINANCIAL CORP | 减仓 | -$3.17万 |
| JPMORGAN CHASE & CO | 减仓 | -$1.13万 |
| LiftPoint Family Wealth Advisors LLC | 减仓 | -$2,976 |
| MORGAN STANLEY | 减仓 | -$496 |
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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 8,332,736 | $4.13亿 | 0.43% | 1,292,778 | 加仓 |
| Orgel Wealth Management, LLC | 4,819,490 | $2.39亿 | 5.15% | 89,488 | 加仓 |
| CWM, LLC | 1,265,828 | $6,278.51万 | 0.16% | 738,887 | 加仓 |
| Advocacy Wealth Management, LLC | 1,058,736 | $5,251.33万 | 2.32% | -220,579 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 898,129 | $4,450.94万 | 0.09% | -710,290 | 减仓 |
| OneDigital Investment Advisors LLC | 605,723 | $3,004.39万 | 0.29% | 183,045 | 加仓 |
| McNamara Financial Services, Inc. | 444,488 | $2,204.66万 | 4.17% | 9,328 | 加仓 |
| LPL Financial LLC | 424,707 | $2,106.55万 | 0.01% | 129,136 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 337,095 | $1,671.99万 | 0.00% | 261,005 | 加仓 |
| Horizon Investments, LLC | 302,415 | $1,488.18万 | 0.17% | 302,415 | 新建仓 |
| Alliance Private Wealth, LLC | 288,729 | $1,432.10万 | 5.15% | 4,407 | 加仓 |
| NewEdge Advisors, LLC | 281,470 | $1,396.09万 | 0.05% | 169,999 | 加仓 |
| Focus Partners Wealth | 268,498 | $1,331.75万 | 0.01% | 63,018 | 加仓 |
| Integrated Wealth Concepts LLC | 218,941 | $1,085.95万 | 0.09% | -19,857 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 166,074 | $823.73万 | 0.00% | -7,445 | 减仓 |
| Cresta Advisors, Ltd. | 161,628 | $801.67万 | 3.28% | 3,293 | 加仓 |
| CreativeOne Wealth, LLC | 120,373 | $597.05万 | 0.14% | 30,439 | 加仓 |
| Essex Financial Services, Inc. | 110,218 | $546.68万 | 0.31% | 30,897 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 103,661 | $514.16万 | 0.01% | 60,924 | 加仓 |
| Econ Financial Services Corp | 99,334 | $492.70万 | 2.29% | 43,424 | 加仓 |
| Cetera Investment Advisers | 87,981 | $436.39万 | 0.00% | 76,745 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 78,909 | $391.39万 | 0.00% | 78,909 | 新建仓 |
| Wayfinding Financial, LLC | 78,746 | $390.50万 | 1.70% | 24,126 | 加仓 |
| PAX Financial Group, LLC | 73,611 | $365.11万 | 0.62% | 11,073 | 加仓 |
| HOLLENCREST CAPITAL MANAGEMENT | 73,013 | $362.14万 | 0.13% | 0 | 不变 |
| Krilogy Financial LLC | 72,410 | $360.93万 | 0.11% | 72,410 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 59,531 | $295.30万 | 0.01% | 4,171 | 加仓 |
| GeoWealth Management, LLC | 59,365 | $294.45万 | 0.11% | 11,143 | 加仓 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 59,047 | $292.87万 | 0.38% | 31,268 | 加仓 |
| RFG Advisory, LLC | 50,594 | $250.95万 | 0.05% | 35,993 | 加仓 |
| Trek Financial, LLC | 36,345 | $180.27万 | 0.10% | 17,235 | 加仓 |
| AVITY INVESTMENT MANAGEMENT INC. | 33,400 | $165.66万 | 0.12% | 33,400 | 新建仓 |
| BAM Wealth Management, LLC | 30,193 | $149.76万 | 1.12% | 2,920 | 加仓 |
| Security Financial Services, INC. | 28,009 | $138.92万 | 0.22% | 8,158 | 加仓 |
| Smith Partners Wealth Management, LLC | 27,340 | $135.61万 | 1.21% | 10,417 | 加仓 |
| Wealthspire Advisors, LLC | 27,151 | $134.67万 | 0.01% | -37,842 | 减仓 |
| FOSTER & MOTLEY INC | 26,825 | $133.10万 | 0.07% | 26,825 | 新建仓 |
| Financial Synergies Wealth Advisors, Inc. | 25,338 | $125.68万 | 0.12% | 6,849 | 加仓 |
| True Wealth Design, LLC | 24,135 | $119.71万 | 0.33% | 24,135 | 新建仓 |
| DAVENPORT & Co LLC | 23,245 | $115.30万 | 0.01% | 14,369 | 加仓 |
| &PARTNERS | 23,029 | $114.22万 | 0.01% | 23,029 | 新建仓 |
| Barnes Wealth Management Group, Inc | 19,414 | $96.29万 | 0.49% | 5,606 | 加仓 |
| Kestra Advisory Services, LLC | 19,296 | $95.71万 | 0.00% | 15,596 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 18,613 | $92.32万 | 0.01% | 13,644 | 加仓 |
| Composition Wealth, LLC | 17,003 | $84.33万 | 0.01% | 2,596 | 加仓 |
| Wealth Advisors of Iowa, LLC | 16,833 | $83.49万 | 0.26% | 16,833 | 新建仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,185 | $80.23万 | 0.00% | 16,185 | 新建仓 |
| WCG Wealth Advisors LLC | 14,042 | $69.65万 | 0.02% | 4 | 加仓 |
| Tranquilli Financial Advisor LLC | 13,439 | $66.66万 | 0.39% | 13,439 | 新建仓 |
| Weaver Consulting Group | 12,912 | $64.04万 | 0.15% | 0 | 不变 |
内部人交易（Form 4）
PMBS 董事、高管和大股东的最新买卖申报。专业版可看 🔒