PTLC PACER FDS TR
TRENDP US LAR CP
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 | 247 | 40,227,667 | $23.43亿 | 17 | 66 | 91 | 22 | -$2,267.22万 |
| 2026Q1 | 247 | 40,071,899 | $21.08亿 | 19 | 72 | 99 | 22 | -$7,836.57万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ASHTON THOMAS SECURITIES, LLC | 新建仓 | $755.80万 |
| Retirement Planning Group, LLC | 加仓 | $572.53万 |
| Ascentis Independent Advisors | 新建仓 | $534.53万 |
| SFMG, LLC | 加仓 | $494.59万 |
| CITADEL ADVISORS LLC | 加仓 | $292.47万 |
| MATHER GROUP, LLC. | 加仓 | $204.33万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $154.22万 |
| Independent Advisor Alliance | 新建仓 | $145.98万 |
| FIFTH THIRD BANCORP | 新建仓 | $145.89万 |
| PFG Advisors | 加仓 | $105.72万 |
| Merit Financial Group, LLC | 加仓 | $99.68万 |
| STIFEL FINANCIAL CORP | 加仓 | $74.26万 |
| Clark Asset Management, LLC | 新建仓 | $61.03万 |
| AlphaCore Capital LLC | 加仓 | $60.50万 |
| GeoWealth Management, LLC | 新建仓 | $57.35万 |
| JANE STREET GROUP, LLC | 新建仓 | $55.42万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $53.01万 |
| Forefront Wealth Partners, LLC | 加仓 | $46.08万 |
| Keating Financial Advisory Services, Inc. | 加仓 | $40.82万 |
| Tyche Wealth Partners LLC | 加仓 | $37.42万 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$1,608.46万 |
| Align Financial, LLC | 减仓 | -$1,321.68万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,131.68万 |
| TRUIST FINANCIAL CORP | 减仓 | -$1,085.87万 |
| MORGAN STANLEY | 减仓 | -$653.91万 |
| INVENIO WEALTH PARTNERS LLC | 减仓 | -$532.01万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$502.14万 |
| NewEdge Advisors, LLC | 减仓 | -$357.54万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$311.57万 |
| Aspire Capital Advisors LLC | 减仓 | -$297.18万 |
| Western Wealth Management, LLC | 减仓 | -$243.11万 |
| MY Wealth Management Inc. | 减仓 | -$224.63万 |
| Wealthcare Advisory Partners LLC | 清仓 | -$218.80万 |
| Geneos Wealth Management Inc. | 减仓 | -$204.60万 |
| UBS Group AG | 减仓 | -$199.67万 |
| Lunt Capital Management, Inc. | 清仓 | -$194.76万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$192.90万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$187.53万 |
| MONECO ADVISORS, LLC | 减仓 | -$163.17万 |
| BEAM WEALTH ADVISORS, INC. | 减仓 | -$162.25万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 5,762,456 | $3.02亿 | 0.08% | -21,695 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 5,593,072 | $2.93亿 | 0.02% | -215,722 | 减仓 |
| MORGAN STANLEY | 3,704,695 | $1.94亿 | 0.01% | -124,649 | 减仓 |
| SFMG, LLC | 2,507,224 | $1.32亿 | 8.91% | 94,279 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,310,005 | $1.21亿 | 0.02% | 4,276 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,176,107 | $1.14亿 | 0.04% | 2,725 | 加仓 |
| CFS Investment Advisory Services, LLC | 2,034,543 | $1.12亿 | 7.75% | -34,888 | 减仓 |
| Cetera Investment Advisers | 1,452,586 | $7,620.27万 | 0.08% | -483 | 减仓 |
| UBS Group AG | 996,094 | $5,225.51万 | 0.01% | -38,061 | 减仓 |
| OSAIC HOLDINGS, INC. | 802,640 | $4,210.67万 | 0.06% | -306,606 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 758,988 | $3,981.70万 | 0.10% | -59,391 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 658,005 | $3,451.89万 | 0.05% | -1,125 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 651,752 | $3,419.09万 | 0.01% | 29,397 | 加仓 |
| ROYAL BANK OF CANADA | 606,528 | $3,182.00万 | 0.01% | -7,499 | 减仓 |
| STIFEL FINANCIAL CORP | 479,993 | $2,518.04万 | 0.02% | 14,155 | 加仓 |
| Merit Financial Group, LLC | 458,213 | $2,403.78万 | 0.18% | 19,001 | 加仓 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 367,166 | $1,926.16万 | 0.63% | 2,979 | 加仓 |
| NewEdge Advisors, LLC | 325,921 | $1,709.78万 | 0.06% | -68,154 | 减仓 |
| Kestra Advisory Services, LLC | 325,878 | $1,709.56万 | 0.06% | -30,477 | 减仓 |
| MBL Wealth, LLC | 307,495 | $1,613.12万 | 1.22% | 1,555 | 加仓 |
| MML INVESTORS SERVICES, LLC | 299,259 | $1,569.91万 | 0.04% | -95,718 | 减仓 |
| Tyche Wealth Partners LLC | 283,669 | $1,488.13万 | 2.29% | 7,133 | 加仓 |
| Geneos Wealth Management Inc. | 230,818 | $1,210.87万 | 0.28% | -39,002 | 减仓 |
| Deane Retirement Strategies, Inc. | 222,333 | $1,165.80万 | 4.69% | -867 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213,058 | $1,117.70万 | 0.01% | -21,943 | 减仓 |
| Meridian Wealth Advisors, LLC | 203,946 | $1,069.90万 | 1.41% | 459 | 加仓 |
| Pacer Advisors, Inc. | 193,988 | $1,017.70万 | 0.03% | -2,950 | 减仓 |
| Private Advisor Group, LLC | 188,168 | $987.13万 | 0.05% | 3,101 | 加仓 |
| J.W. COLE ADVISORS, INC. | 188,003 | $986.26万 | 0.33% | -3,842 | 减仓 |
| Rockefeller Capital Management L.P. | 174,077 | $913.21万 | 0.02% | -24,289 | 减仓 |
| MY Wealth Management Inc. | 174,933 | $900.03万 | 8.71% | -43,660 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 166,279 | $875.63万 | 0.02% | -28,476 | 减仓 |
| Creative Planning | 162,637 | $853.19万 | 0.01% | -285 | 减仓 |
| Steward Partners Investment Advisory, LLC | 162,392 | $851.91万 | 0.04% | 1,344 | 加仓 |
| Financial Enhancement Group LLC | 151,070 | $835.27万 | 1.01% | -4,193 | 减仓 |
| AlphaCore Capital LLC | 158,842 | $833.28万 | 0.20% | 11,532 | 加仓 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 152,479 | $799.91万 | 1.15% | 1,852 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 144,071 | $755.80万 | 0.95% | 144,071 | 新建仓 |
| Henderson Brothers Financial Partners, LLC | 134,247 | $704.26万 | 1.78% | — | — |
| PFG Advisors | 131,500 | $689.85万 | 0.34% | 20,152 | 加仓 |
| MONECO ADVISORS, LLC | 119,352 | $626.12万 | 0.49% | -31,104 | 减仓 |
| Concurrent Investment Advisors, LLC | 117,475 | $616.27万 | 0.07% | -15,482 | 减仓 |
| Retirement Planning Group, LLC | 115,766 | $607.31万 | 0.19% | 109,137 | 加仓 |
| HighTower Advisors, LLC | 111,207 | $583.37万 | 0.01% | -1,608 | 减仓 |
| Gaddis Premier Wealth Advisors LLC | 105,654 | $554.26万 | 4.09% | 849 | 加仓 |
| Ascentis Independent Advisors | 101,891 | $534.53万 | 0.40% | 101,891 | 新建仓 |
| Bryn Mawr Trust Advisors, LLC | 93,491 | $490.46万 | 0.24% | -1,035 | 减仓 |
| GLR Partners, LLC | 93,369 | $489.81万 | 2.67% | — | — |
| DAVENPORT & Co LLC | 88,825 | $465.98万 | 0.03% | -23,096 | 减仓 |
| Sanctuary Advisors, LLC | 88,432 | $463.91万 | 0.03% | 1,771 | 加仓 |
内部人交易（Form 4）
PTLC 董事、高管和大股东的最新买卖申报。专业版可看 🔒