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 🔒

2026Q2 买入最多

Gradient Investments LLC加仓$458.02万
RFG Advisory, LLC加仓$405.70万
BRIGHTON JONES LLC加仓$279.76万
Integrated Wealth Concepts LLC加仓$219.87万
Mariner, LLC加仓$192.26万
LPL Financial LLC加仓$115.98万
NewEdge Advisors, LLC加仓$87.70万
OneDigital Investment Advisors LLC加仓$75.64万
Trek Financial, LLC新建仓$70.80万
Vise Technologies, Inc.新建仓$69.10万
Cambridge Investment Research Advisors, Inc.加仓$60.87万
GREAT VALLEY ADVISOR GROUP, INC.加仓$50.91万
RAYMOND JAMES FINANCIAL INC新建仓$34.84万
Williams & Novak, LLC新建仓$34.71万
Cerity Partners LLC加仓$28.55万
Summit Financial, LLC加仓$22.80万
Financial Synergies Wealth Advisors, Inc.加仓$14.98万
JANE STREET GROUP, LLC加仓$13.66万
MinichMacGregor Wealth Management, LLC加仓$13.65万
Paladin Wealth, LLC加仓$11.39万

2026Q2 卖出最多

Visionary Wealth Advisors清仓-$275.26万
GTS SECURITIES LLC清仓-$51.06万
Forum Finance Group S.A.减仓-$41.50万
UNITED CAPITAL FINANCIAL ADVISORS, LLC清仓-$26.88万
AE Wealth Management LLC减仓-$2.80万
HighTower Advisors, LLC减仓-$2.42万
EVOLUTION WEALTH MANAGEMENT INC.减仓-$1.45万
Lloyd Advisory Services, LLC.重新持有-$4,364
Elevated Capital Advisors, LLC减仓-$976
EverSource Wealth Advisors, LLC清仓-$912

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
Allianz Asset Management GmbH1,273,711$6,540.09万0.06%28加仓
Gradient Investments LLC1,211,734$6,221.86万0.86%89,201加仓
LPL Financial LLC341,551$1,753.75万0.00%22,587加仓
OneDigital Investment Advisors LLC230,113$1,181.56万0.10%14,732加仓
NewEdge Advisors, LLC127,325$653.77万0.02%17,079加仓
GREAT VALLEY ADVISOR GROUP, INC.121,560$624.16万0.10%9,916加仓
RFG Advisory, LLC94,044$482.88万0.08%79,012加仓
Integrated Wealth Concepts LLC78,708$404.14万0.02%42,820加仓
BRIGHTON JONES LLC63,429$325.69万0.06%54,484加仓
Mariner, LLC61,481$315.68万0.00%37,444加仓
Summit Financial, LLC53,634$275.39万0.03%4,441加仓
Cerity Partners LLC45,695$234.60万0.00%5,560加仓
Brown Financial Advisors33,171$170.32万0.59%1,210加仓
HighTower Advisors, LLC32,375$166.23万0.00%-471减仓
Paladin Wealth, LLC23,119$118.71万0.69%2,218加仓
Cambridge Investment Research Advisors, Inc.21,436$110.00万0.00%11,862加仓
Financial Synergies Wealth Advisors, Inc.20,060$103.00万0.09%2,917加仓
Mattson Financial Services, LLC17,436$88.87万0.19%1,211加仓
Trek Financial, LLC13,788$70.80万0.04%13,788新建仓
Vise Technologies, Inc.13,457$69.10万0.01%13,457新建仓
AE Wealth Management LLC10,447$53.64万0.00%-545减仓
CreativeOne Wealth, LLC9,247$47.48万0.01%712加仓
MinichMacGregor Wealth Management, LLC9,232$47.40万0.07%2,658加仓
JANE STREET GROUP, LLC7,974$40.94万0.00%2,661加仓
RAYMOND JAMES FINANCIAL INC6,785$34.84万0.00%6,785新建仓
Williams & Novak, LLC6,760$34.71万0.23%6,760新建仓
ENVESTNET ASSET MANAGEMENT INC6,053$31.08万0.00%1,754加仓
Vickerman Investment Advisors, Inc.4,520$23.21万0.05%149加仓
KELLEHER FINANCIAL ADVISORS3,971$20.39万0.03%48加仓
Birchwood Financial Partners, Inc.3,521$18.08万0.15%1加仓
Forum Finance Group S.A.4,241$17.60万0.06%-10,000减仓
OSAIC HOLDINGS, INC.2,288$11.75万0.00%80加仓
ROYAL BANK OF CANADA1,787$9.20万0.00%0不变
Lloyd Advisory Services, LLC.1,640$8.42万0.03%-85重新持有
Global Retirement Partners, LLC662$3.40万0.00%——
WELLS FARGO & COMPANY/MN642$3.30万0.00%0不变
PRIVATE TRUST CO NA520$2.67万0.00%0不变
HARBOUR INVESTMENTS, INC.260$1.33万0.00%0不变
WHITTIER TRUST CO OF NEVADA INC253$1.29万0.00%138加仓
Steward Partners Investment Advisory, LLC232$1.19万0.00%132加仓
Strategic Wealth Partners, Ltd.213$1.09万0.00%0不变
Cape Investment Advisory, Inc.200$1.03万0.00%200新建仓
EVOLUTION WEALTH MANAGEMENT INC.198$1.02万0.01%-283减仓
Allworth Financial LP194$9,9620.00%0不变
JPMORGAN CHASE & CO179$9,1930.00%127加仓
TOUNJIAN ADVISORY PARTNERS, LLC147$7,5230.00%147新建仓
Networth Advisors, LLC107$5,4940.00%17加仓
IFG Advisory, LLC74$3,7990.00%74新建仓
Elevated Capital Advisors, LLC47$2,4150.00%-19减仓
Triumph Capital Management23$1,1810.00%19加仓

内部人交易(Form 4)

PRFD 董事、高管和大股东的最新买卖申报。专业版可看 🔒