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 🔒 | ||||||||
2026Q2 买入最多
| PRINCIPAL FINANCIAL GROUP INC | 加仓 | $2.50亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,553.58万 |
| Private Advisor Group, LLC | 加仓 | $771.07万 |
| DAYMARK WEALTH PARTNERS, LLC | 新建仓 | $726.22万 |
| Capital Investment Advisory Services, LLC | 加仓 | $612.25万 |
| Permanens Capital L.P. | 加仓 | $491.20万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $427.96万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $394.49万 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 加仓 | $370.32万 |
| FOCUSED ALPHA, LLC | 加仓 | $301.42万 |
| LPL Financial LLC | 加仓 | $231.67万 |
| Bensler, LLC | 加仓 | $181.53万 |
| &PARTNERS | 加仓 | $169.93万 |
| DEARBORN PARTNERS LLC | 加仓 | $164.74万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $163.01万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $123.37万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $120.11万 |
| ROYAL BANK OF CANADA | 加仓 | $101.72万 |
| IFC Advisors LLC | 加仓 | $82.85万 |
| US BANCORP \DE\ | 新建仓 | $76.24万 |
2026Q2 卖出最多
| Mariner, LLC | 减仓 | -$908.84万 |
| L2 Asset Management, LLC | 减仓 | -$785.63万 |
| JANE STREET GROUP, LLC | 清仓 | -$603.22万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$566.46万 |
| MORGAN STANLEY | 减仓 | -$391.12万 |
| Miller Global Investments, LLC | 清仓 | -$286.65万 |
| AXS Investments LLC | 清仓 | -$137.73万 |
| BENJAMIN EDWARDS INC | 减仓 | -$91.18万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$87.50万 |
| Independent Advisor Alliance | 清仓 | -$84.77万 |
| Henderson Brothers Financial Partners, LLC | 减仓 | -$68.15万 |
| UBS Group AG | 减仓 | -$47.79万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$42.50万 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 减仓 | -$25.69万 |
| Whipplewood Advisors, LLC | 减仓 | -$22.65万 |
| 2UniFi Bank | 清仓 | -$22.32万 |
| Pinnacle Financial Partners, Inc. | 减仓 | -$20.54万 |
| WealthShield Partners, LLC | 清仓 | -$20.49万 |
| Tortuga Wealth Management, Inc | 清仓 | -$20.44万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$20.10万 |
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 |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 13,417,050 | $2.56亿 | 0.13% | 13,103,629 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 11,822,114 | $2.25亿 | 0.01% | 85,524 | 加仓 |
| UBS Group AG | 7,713,331 | $1.47亿 | 0.02% | -25,073 | 减仓 |
| MORGAN STANLEY | 7,188,556 | $1.37亿 | 0.01% | -205,204 | 减仓 |
| WELLS FARGO & COMPANY/MN | 4,565,964 | $8,702.73万 | 0.01% | 815,101 | 加仓 |
| LPL Financial LLC | 3,227,005 | $6,150.67万 | 0.01% | 121,548 | 加仓 |
| ROYAL BANK OF CANADA | 3,157,079 | $6,017.40万 | 0.01% | 53,367 | 加仓 |
| IFC Advisors LLC | 2,773,798 | $5,286.86万 | 6.71% | 43,466 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,922,757 | $3,664.78万 | 0.01% | 63,018 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,900,115 | $3,620.61万 | 0.01% | -297,281 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 1,419,536 | $2,705.63万 | 0.33% | 206,972 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,303,346 | $2,484.18万 | 0.01% | 224,532 | 加仓 |
| Permanens Capital L.P. | 1,104,859 | $2,105.86万 | 2.17% | 257,715 | 加仓 |
| Bensler, LLC | 927,050 | $1,766.96万 | 1.56% | 95,240 | 加仓 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 842,806 | $1,606.39万 | 2.10% | 194,292 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 633,860 | $1,202.12万 | 0.02% | 31,372 | 加仓 |
| BENJAMIN EDWARDS INC | 614,837 | $1,171.85万 | 0.11% | -47,838 | 减仓 |
| Private Advisor Group, LLC | 575,695 | $1,097.27万 | 0.05% | 404,550 | 加仓 |
| Berger Financial Group, Inc | 441,919 | $842.30万 | 0.43% | 37,976 | 加仓 |
| L2 Asset Management, LLC | 437,360 | $833.61万 | 0.87% | -412,188 | 减仓 |
| ROGCO, LP | 406,720 | $775.21万 | 2.37% | 8,610 | 加仓 |
| Capital Investment Advisory Services, LLC | 397,911 | $758.42万 | 0.47% | 321,221 | 加仓 |
| DAYMARK WEALTH PARTNERS, LLC | 381,019 | $726.22万 | 0.18% | 381,019 | 新建仓 |
| NewEdge Advisors, LLC | 364,543 | $694.82万 | 0.02% | -4,740 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 341,695 | $651.27万 | 0.00% | 33,089 | 加仓 |
| FOCUSED ALPHA, LLC | 296,734 | $565.58万 | 1.45% | 158,142 | 加仓 |
| PSI Advisors, LLC | 280,460 | $534.56万 | 1.24% | -3,145 | 减仓 |
| &PARTNERS | 264,728 | $504.57万 | 0.02% | 89,153 | 加仓 |
| Spartan Wealth Advisory Services LLC | 261,330 | $498.09万 | 0.41% | 5,924 | 加仓 |
| Focus Partners Wealth | 258,990 | $493.63万 | 0.01% | -1,385 | 减仓 |
| Baird Financial Group, Inc. | 258,863 | $493.39万 | 0.01% | 17,564 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 253,344 | $482.87万 | 0.01% | -22,299 | 减仓 |
| Rockefeller Capital Management L.P. | 205,725 | $392.11万 | 0.01% | 10,376 | 加仓 |
| Grey Ledge Advisors, LLC | 205,655 | $391.98万 | 0.79% | 3,449 | 加仓 |
| JPMORGAN CHASE & CO | 192,634 | $366.97万 | 0.00% | 2,381 | 加仓 |
| Ocean Park Asset Management, LLC | 192,000 | $365.95万 | 0.18% | 0 | 不变 |
| Meadow Creek Wealth Advisors LLC | 175,941 | $335.34万 | 2.05% | 26,863 | 加仓 |
| DEARBORN PARTNERS LLC | 171,687 | $325.20万 | 0.09% | 86,972 | 加仓 |
| Fiduciary Alliance LLC | 162,452 | $309.63万 | 0.21% | 14,163 | 加仓 |
| Sanctuary Advisors, LLC | 153,792 | $293.13万 | 0.01% | 16,245 | 加仓 |
| Creative Planning | 150,776 | $287.38万 | 0.00% | 5,822 | 加仓 |
| MainStreet Investment Advisors LLC | 137,845 | $262.73万 | 0.36% | -2,465 | 减仓 |
| MassMutual Private Wealth & Trust, FSB | 134,825 | $256.98万 | 0.07% | -5,485 | 减仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 132,073 | $251.73万 | 0.09% | -2,044 | 减仓 |
| Legacy Bridge, LLC | 122,830 | $234.11万 | 0.72% | -715 | 减仓 |
| OSAIC HOLDINGS, INC. | 119,001 | $226.82万 | 0.00% | -10,546 | 减仓 |
| J.W. COLE ADVISORS, INC. | 114,567 | $218.36万 | 0.04% | -2,523 | 重新持有 |
| Kestra Advisory Services, LLC | 105,218 | $200.55万 | 0.01% | 5,033 | 加仓 |
| FIFTH THIRD BANCORP | 104,673 | $199.51万 | 0.00% | -923 | 减仓 |
| INVESTMENT PARTNERS, LTD. | 99,063 | $188.81万 | 0.59% | -478 | 减仓 |
内部人交易（Form 4）
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