PREF PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
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 | 135 | 74,648,674 | $14.23亿 | 14 | 62 | 36 | 12 | $2.86亿 |
| 2026Q1 | 133 | 59,593,262 | $11.22亿 | 10 | 59 | 37 | 13 | $3,611.41万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $1,048.01万 |
| L2 Asset Management, LLC | 加仓 | $1,004.81万 |
| MORGAN STANLEY | 加仓 | $993.25万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $925.04万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $793.19万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $579.16万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $536.69万 |
| JANE STREET GROUP, LLC | 加仓 | $529.06万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $507.63万 |
| JPMORGAN CHASE & CO | 加仓 | $355.06万 |
| Bensler, LLC | 加仓 | $234.13万 |
| FIFTH THIRD BANCORP | 加仓 | $197.79万 |
| LPL Financial LLC | 加仓 | $140.87万 |
| &PARTNERS | 加仓 | $134.45万 |
| IFC Advisors LLC | 加仓 | $90.76万 |
| PRINCIPAL FINANCIAL GROUP INC | 加仓 | $88.77万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $87.50万 |
| Independent Advisor Alliance | 新建仓 | $84.77万 |
| OSAIC HOLDINGS, INC. | 加仓 | $73.75万 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 加仓 | $62.22万 |
2026Q1 卖出最多
| Permanens Capital L.P. | 减仓 | -$1,634.75万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,102.91万 |
| Tyche Wealth Partners LLC | 清仓 | -$732.34万 |
| ROYAL BANK OF CANADA | 减仓 | -$394.06万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$378.72万 |
| Lifeworks Advisors, LLC | 清仓 | -$134.97万 |
| Berger Financial Group, Inc | 减仓 | -$96.87万 |
| AXS Investments LLC | 减仓 | -$93.95万 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 减仓 | -$69.76万 |
| Mirae Asset Global Investments Co., Ltd. | 减仓 | -$64.68万 |
| Prospera Financial Services Inc | 清仓 | -$63.05万 |
| Private Advisor Group, LLC | 减仓 | -$62.46万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$59.31万 |
| Waverly Advisors, LLC | 清仓 | -$56.96万 |
| BENJAMIN EDWARDS INC | 减仓 | -$55.07万 |
| Cordatus Wealth Management LLC | 清仓 | -$44.36万 |
| Mariner, LLC | 减仓 | -$42.41万 |
| Willis Johnson & Associates, Inc. | 减仓 | -$42.13万 |
| CITADEL ADVISORS LLC | 清仓 | -$37.89万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$33.09万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11,736,590 | $2.21亿 | 0.02% | 491,520 | 加仓 |
| UBS Group AG | 7,738,404 | $1.46亿 | 0.02% | 556,858 | 加仓 |
| MORGAN STANLEY | 7,393,760 | $1.39亿 | 0.01% | 527,763 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,750,863 | $7,059.12万 | 0.01% | -201,234 | 减仓 |
| LPL Financial LLC | 3,105,457 | $5,844.47万 | 0.02% | 74,853 | 加仓 |
| ROYAL BANK OF CANADA | 3,103,712 | $5,841.10万 | 0.01% | -209,386 | 减仓 |
| IFC Advisors LLC | 2,730,332 | $5,138.48万 | 7.35% | 48,223 | 加仓 |
| AMERIPRISE FINANCIAL INC | 2,197,396 | $4,135.89万 | 0.01% | 421,421 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,859,739 | $3,500.03万 | 0.01% | -31,517 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 1,212,564 | $2,282.05万 | 0.33% | 285,169 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,078,814 | $2,030.33万 | 0.01% | 269,728 | 加仓 |
| L2 Asset Management, LLC | 849,548 | $1,598.85万 | 1.27% | 533,904 | 加仓 |
| Permanens Capital L.P. | 847,144 | $1,594.33万 | 2.05% | -868,623 | 减仓 |
| Bensler, LLC | 831,810 | $1,565.47万 | 1.62% | 124,406 | 加仓 |
| BENJAMIN EDWARDS INC | 662,675 | $1,247.12万 | 0.12% | -29,261 | 减仓 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 648,514 | $1,220.51万 | 1.88% | 33,062 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 602,488 | $1,134.79万 | 0.02% | -585,563 | 减仓 |
| Mariner, LLC | 531,063 | $999.46万 | 0.01% | -22,537 | 减仓 |
| Berger Financial Group, Inc | 403,943 | $760.22万 | 0.43% | -51,473 | 减仓 |
| ROGCO, LP | 398,110 | $749.24万 | 2.50% | 10,923 | 加仓 |
| NewEdge Advisors, LLC | 369,283 | $694.99万 | 0.03% | 20,404 | 加仓 |
| JANE STREET GROUP, LLC | 320,519 | $603.22万 | 0.00% | 281,117 | 加仓 |
| PRINCIPAL FINANCIAL GROUP INC | 313,421 | $589.86万 | 0.00% | 47,166 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 308,606 | $580.80万 | 0.00% | 307,736 | 加仓 |
| PSI Advisors, LLC | 283,605 | $533.75万 | 1.28% | -7,514 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 275,643 | $518.76万 | 0.01% | 6,960 | 加仓 |
| Focus Partners Wealth | 260,375 | $490.03万 | 0.01% | 0 | 不变 |
| Spartan Wealth Advisory Services LLC | 255,406 | $480.67万 | 0.42% | — | — |
| Baird Financial Group, Inc. | 241,299 | $454.12万 | 0.01% | -7,606 | 减仓 |
| Grey Ledge Advisors, LLC | 202,206 | $380.55万 | 0.86% | -6,543 | 减仓 |
| Rockefeller Capital Management L.P. | 195,349 | $367.65万 | 0.01% | 32,514 | 加仓 |
| Ocean Park Asset Management, LLC | 192,000 | $361.34万 | 0.21% | 0 | 不变 |
| JPMORGAN CHASE & CO | 190,253 | $356.34万 | 0.00% | 189,567 | 加仓 |
| &PARTNERS | 175,575 | $328.84万 | 0.02% | 71,788 | 加仓 |
| Private Advisor Group, LLC | 171,145 | $322.09万 | 0.02% | -33,189 | 减仓 |
| Miller Global Investments, LLC | 152,314 | $286.65万 | 2.63% | -5,577 | 减仓 |
| Fiduciary Alliance LLC | 148,289 | $282.19万 | 0.17% | 14,171 | 加仓 |
| Meadow Creek Wealth Advisors LLC | 149,078 | $280.56万 | 1.82% | 9,902 | 加仓 |
| Creative Planning | 144,954 | $272.80万 | 0.00% | 1,228 | 加仓 |
| MassMutual Private Wealth & Trust, FSB | 140,310 | $264.06万 | 0.07% | 5,595 | 加仓 |
| MainStreet Investment Advisors LLC | 140,310 | $264.06万 | 0.40% | 4,660 | 加仓 |
| FOCUSED ALPHA, LLC | 138,592 | $260.83万 | 0.81% | 0 | 不变 |
| Sanctuary Advisors, LLC | 137,547 | $258.86万 | 0.01% | 28,171 | 加仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 134,117 | $252.41万 | 0.18% | 86 | 加仓 |
| OSAIC HOLDINGS, INC. | 129,547 | $243.81万 | 0.00% | 39,188 | 加仓 |
| Legacy Bridge, LLC | 123,545 | $232.51万 | 0.89% | -2,060 | 减仓 |
| FIFTH THIRD BANCORP | 105,596 | $198.73万 | 0.00% | 105,094 | 加仓 |
| Kestra Advisory Services, LLC | 100,185 | $188.55万 | 0.01% | 19,593 | 加仓 |
| INVESTMENT PARTNERS, LTD. | 99,541 | $187.34万 | 0.67% | 0 | 不变 |
| STIFEL FINANCIAL CORP | 91,215 | $171.67万 | 0.00% | 6,553 | 加仓 |
内部人交易（Form 4）
PREF 董事、高管和大股东的最新买卖申报。专业版可看 🔒