13F 机构持仓

PRFD PIMCO ETF TR

PREFERRED AND CP

持有机构数512026Q2
26Q126Q2
机构合计持股(股)3,960,2582026Q2
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
2026Q2513,960,258$2.03亿 73055$1,890.18万
2026Q1453,592,558$1.82亿 1015144$1,304.58万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Allianz Asset Management GmbH加仓$981.72万
Gradient Investments LLC加仓$233.07万
Cerity Partners LLC新建仓$203.40万
NewEdge Advisors, LLC加仓$151.13万
OneDigital Investment Advisors LLC加仓$88.15万
RFG Advisory, LLC新建仓$76.17万
LPL Financial LLC加仓$52.08万
BRIGHTON JONES LLC新建仓$45.33万
CreativeOne Wealth, LLC新建仓$43.25万
GREAT VALLEY ADVISOR GROUP, INC.加仓$38.56万
UNITED CAPITAL FINANCIAL ADVISORS, LLC新建仓$26.88万
Vickerman Investment Advisors, Inc.新建仓$22.15万
ENVESTNET ASSET MANAGEMENT INC新建仓$21.78万
Summit Financial, LLC加仓$16.21万
Financial Synergies Wealth Advisors, Inc.加仓$13.53万
HighTower Advisors, LLC加仓$8.36万
Integrated Wealth Concepts LLC加仓$7.53万
Cambridge Investment Research Advisors, Inc.加仓$6.88万
MinichMacGregor Wealth Management, LLC加仓$4.50万
Paladin Wealth, LLC加仓$3.34万

2026Q1 卖出最多

Visionary Wealth Advisors减仓-$197.14万
SOL Capital Management CO清仓-$176.90万
Mariner, LLC减仓-$121.67万
MAGNOLIA CAPITAL ADVISORS LLC清仓-$93.02万
ROYAL BANK OF CANADA减仓-$51.44万
A4 Wealth Advisors LLC清仓-$30.20万
JPMORGAN CHASE & CO减仓-$29.53万
GTS SECURITIES LLC减仓-$27.52万
Brown Financial Advisors减仓-$5.52万
JANE STREET GROUP, LLC减仓-$5.29万
Birchwood Financial Partners, Inc.减仓-$4.70万
EVOLUTION WEALTH MANAGEMENT INC.减仓-$3.18万
AE Wealth Management LLC减仓-$7,246
OSAIC HOLDINGS, INC.减仓-$4,053
Networth Advisors, LLC减仓-$1,672
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$1,082
Allworth Financial LP减仓-$152
Elevated Capital Advisors, LLC减仓-$102

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 GmbH1,273,683$6,453.75万0.07%193,747加仓
Gradient Investments LLC1,122,533$5,687.88万0.88%45,997加仓
LPL Financial LLC318,964$1,616.19万0.00%10,279加仓
OneDigital Investment Advisors LLC215,381$1,091.34万0.11%17,396加仓
GREAT VALLEY ADVISOR GROUP, INC.111,644$565.74万0.10%7,610加仓
NewEdge Advisors, LLC110,246$558.61万0.02%29,827加仓
Visionary Wealth Advisors54,324$275.26万0.12%-38,906减仓
Summit Financial, LLC49,193$249.26万0.03%3,199加仓
Cerity Partners LLC40,135$203.40万0.00%40,135新建仓
Integrated Wealth Concepts LLC35,888$181.84万0.01%1,487加仓
HighTower Advisors, LLC32,846$166.43万0.00%1,649加仓
Brown Financial Advisors31,961$161.95万0.61%-1,090减仓
Mariner, LLC24,037$121.80万0.00%-24,012减仓
Paladin Wealth, LLC20,901$105.91万0.73%660加仓
Financial Synergies Wealth Advisors, Inc.17,143$86.86万0.08%2,671加仓
Mattson Financial Services, LLC16,225$82.21万0.20%357加仓
RFG Advisory, LLC15,032$76.17万0.01%15,032新建仓
Forum Finance Group S.A.14,241$57.60万0.31%——
AE Wealth Management LLC10,992$55.69万0.00%-143减仓
GTS SECURITIES LLC10,076$51.06万0.02%-5,432减仓
Cambridge Investment Research Advisors, Inc.9,574$48.50万0.00%1,359加仓
BRIGHTON JONES LLC8,945$45.33万0.01%8,945新建仓
CreativeOne Wealth, LLC8,535$43.25万0.01%8,535新建仓
MinichMacGregor Wealth Management, LLC6,574$33.31万0.06%889加仓
JANE STREET GROUP, LLC5,313$26.92万0.00%-1,044减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC5,309$26.88万0.00%5,309新建仓
Vickerman Investment Advisors, Inc.4,371$22.15万0.05%4,371新建仓
ENVESTNET ASSET MANAGEMENT INC4,299$21.78万0.00%4,299新建仓
KELLEHER FINANCIAL ADVISORS3,923$19.88万0.05%221加仓
Birchwood Financial Partners, Inc.3,520$17.84万0.17%-927减仓
OSAIC HOLDINGS, INC.2,208$11.19万0.00%-80减仓
ROYAL BANK OF CANADA1,787$9.10万0.00%-10,101减仓
WELLS FARGO & COMPANY/MN642$3.25万0.00%642新建仓
PRIVATE TRUST CO NA520$2.63万0.00%0不变
EVOLUTION WEALTH MANAGEMENT INC.481$2.44万0.02%-627减仓
HARBOUR INVESTMENTS, INC.260$1.32万0.00%260新建仓
Strategic Wealth Partners, Ltd.213$1.08万0.00%0不变
Allworth Financial LP194$9,8300.00%-3减仓
WHITTIER TRUST CO OF NEVADA INC115$5,8320.00%115新建仓
Steward Partners Investment Advisory, LLC100$5,0670.00%0不变
Networth Advisors, LLC90$4,5600.00%-33减仓
Elevated Capital Advisors, LLC66$3,3500.00%-2减仓
JPMORGAN CHASE & CO52$2,6220.00%-5,857减仓
EverSource Wealth Advisors, LLC18$9120.00%0不变
Triumph Capital Management4$2030.00%0不变

内部人交易(Form 4)

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