PSMJ PACER FDS TR

SWAN SOS MODRTE

持有机构数162026Q2

26Q126Q2

机构合计持股（股）4,916,9402026Q2

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	16	4,916,940	$1.66亿	0	7	5	6	$618.63万
2026Q1	24	4,749,289	$1.51亿	0	1	12	2	-$726.80万
付费方案可看全部 11 个季度 🔒

加仓

$6.22万

Pacer Advisors, Inc.	减仓	-$308.11万
Swan Global Investments, LLC	减仓	-$308.08万
OSAIC HOLDINGS, INC.	减仓	-$38.24万
Ausdal Financial Partners, Inc.	清仓	-$20.63万
GTS SECURITIES LLC	清仓	-$20.22万
HARBOUR INVESTMENTS, INC.	减仓	-$8.07万
Anfield Capital Management, LLC	减仓	-$7.34万
Kestra Advisory Services, LLC	减仓	-$6.36万
CITADEL ADVISORS LLC	减仓	-$4.84万
Cetera Investment Advisers	减仓	-$4.00万
JPMORGAN CHASE & CO	减仓	-$3.76万
Advisory Services Network, LLC	重新持有	-$2.63万
UBS Group AG	减仓	-$3,566
Copley Financial Group, Inc.	减仓	-$3,406
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	减仓	-$350

机构	持股	市值	占该机构组合	变动股数	操作
Pacer Advisors, Inc.	2,238,543	$7,126.10万	0.20%	-96,789	减仓
Swan Global Investments, LLC	2,238,543	$7,125.28万	2.38%	-96,789	减仓
OSAIC HOLDINGS, INC.	50,775	$161.62万	0.00%	-12,013	减仓
Kestra Advisory Services, LLC	41,133	$130.94万	0.00%	-1,999	减仓
Rockefeller Capital Management L.P.	28,310	$90.12万	0.00%	0	不变
LPL Financial LLC	26,470	$84.26万	0.00%	0	不变
COMMONWEALTH EQUITY SERVICES, LLC	21,867	$69.61万	0.00%	0	不变
Sovran Advisors, LLC	12,135	$40.35万	0.03%	0	不变
Anfield Capital Management, LLC	11,633	$37.03万	0.10%	-2,307	减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11,629	$37.02万	0.05%	-11	减仓
OLD MISSION CAPITAL LLC	11,208	$35.68万	0.01%	1,954	加仓
Premier Private Wealth Management LLC	10,290	$32.76万	0.35%	0	不变
CITADEL ADVISORS LLC	10,279	$32.72万	0.00%	-1,521	减仓
Ameritas Advisory Services, LLC	10,000	$31.83万	0.01%	0	不变
Copley Financial Group, Inc.	8,719	$27.76万	0.17%	-107	减仓
Cetera Investment Advisers	6,639	$21.13万	0.00%	-1,255	减仓
Allworth Financial LP	2,012	$6.41万	0.00%	0	不变
Advisory Services Network, LLC	2,010	$6.40万	0.00%	-825	重新持有
JPMORGAN CHASE & CO	2,004	$6.28万	0.00%	-1,200	减仓
HARBOUR INVESTMENTS, INC.	1,912	$6.09万	0.00%	-2,536	减仓
Sunbelt Securities, Inc.	1,650	$5.25万	0.00%	0	不变
Realta Investment Advisors	1,150	$3.66万	0.01%	0	不变
UBS Group AG	328	$1.04万	0.00%	-112	减仓
DHJJ Financial Advisors, Ltd.	50	$1,592	0.00%	0	不变

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