13F 机构持仓

PTMC PACER FDS TR

TRENDP US MID CP

持有机构数892026Q2
26Q126Q2
机构合计持股(股)6,877,7012026Q2
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
2026Q2896,877,701$2.88亿 723325-$453.75万
2026Q1856,897,176$2.52亿 924354-$2,039.33万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Cambridge Investment Research Advisors, Inc.加仓$872.09万
RAYMOND JAMES FINANCIAL INC加仓$86.52万
UNIQUE WEALTH, LLC新建仓$56.49万
CITADEL ADVISORS LLC加仓$36.79万
FLOW TRADERS U.S. LLC新建仓$36.50万
XTX Topco Ltd新建仓$27.51万
OSAIC HOLDINGS, INC.加仓$19.76万
LEVEL FOUR ADVISORY SERVICES, LLC加仓$13.56万
BANK OF MONTREAL /CAN/加仓$11.71万
MML INVESTORS SERVICES, LLC加仓$10.56万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$8.09万
Pacer Advisors, Inc.加仓$7.36万
Ameritas Advisory Services, LLC新建仓$5.59万
AMERIFLEX GROUP, INC.加仓$5.44万
ASSETMARK, INC加仓$5.40万
Kestra Advisory Services, LLC加仓$3.98万
INVENIO WEALTH PARTNERS LLC加仓$3.66万
MBL Wealth, LLC加仓$3.60万
AE Wealth Management LLC新建仓$3.35万
STIFEL FINANCIAL CORP加仓$3.10万

2026Q2 卖出最多

BANK OF AMERICA CORP /DE/减仓-$327.59万
MORGAN STANLEY减仓-$239.88万
ROYAL BANK OF CANADA减仓-$232.80万
WELLS FARGO & COMPANY/MN减仓-$228.34万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$172.57万
Rockefeller Capital Management L.P.减仓-$55.63万
JANE STREET GROUP, LLC清仓-$48.76万
Empirical Finance, LLC减仓-$43.11万
TCFG Investment Advisors, LLC减仓-$38.61万
Cetera Investment Advisers减仓-$38.47万
GOLDMAN SACHS GROUP INC清仓-$34.49万
IFS Group,LLC清仓-$26.68万
ODonnell Financial Services, LLC减仓-$25.62万
KEYBANK NATIONAL ASSOCIATION/OH清仓-$21.68万
WBI INVESTMENTS, LLC减仓-$19.49万
UBS Group AG减仓-$18.94万
J2 Capital Management Inc减仓-$14.77万
NewEdge Advisors, LLC减仓-$12.06万
AMERIPRISE FINANCIAL INC减仓-$11.02万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$9.44万

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
WELLS FARGO & COMPANY/MN948,993$3,969.64万0.01%-54,588减仓
MORGAN STANLEY930,207$3,891.06万0.00%-57,347减仓
BANK OF AMERICA CORP /DE/751,139$3,142.02万0.00%-78,314减仓
Cambridge Investment Research Advisors, Inc.435,570$1,822.00万0.02%208,483加仓
Cetera Investment Advisers410,475$1,717.02万0.02%-9,197减仓
LPL Financial LLC387,601$1,621.34万0.00%-1,006减仓
Pacer Advisors, Inc.300,102$1,255.30万0.03%1,760加仓
INVENIO WEALTH PARTNERS LLC270,633$1,132.06万4.05%875加仓
NewEdge Advisors, LLC260,944$1,091.53万0.03%-2,884减仓
RAYMOND JAMES FINANCIAL INC249,085$1,041.92万0.00%20,683加仓
MBL Wealth, LLC225,795$944.50万0.64%860加仓
LEVEL FOUR ADVISORY SERVICES, LLC194,954$815.50万0.23%3,241加仓
Rockefeller Capital Management L.P.141,570$592.19万0.01%-13,300减仓
Bullock Wealth Management Group134,933$559.90万2.43%——
ROYAL BANK OF CANADA111,912$468.10万0.00%-55,658减仓
STIFEL FINANCIAL CORP98,987$414.07万0.00%740加仓
ODonnell Financial Services, LLC78,766$329.48万0.97%-6,124减仓
Geneos Wealth Management Inc.69,573$291.02万0.06%-642减仓
UBS Group AG65,097$272.30万0.00%-4,527减仓
Sanctuary Advisors, LLC56,455$236.15万0.01%175加仓
WBI INVESTMENTS, LLC49,089$205.34万0.51%-4,659减仓
OSAIC HOLDINGS, INC.48,082$201.15万0.00%4,723加仓
ENVESTNET ASSET MANAGEMENT INC47,513$198.75万0.00%224加仓
COMMONWEALTH EQUITY SERVICES, LLC42,235$176.67万0.00%-2,010减仓
Empirical Finance, LLC38,106$159.40万0.07%-10,305减仓
Whitaker-Myers Wealth Managers, LTD.33,515$140.19万0.23%-1,949减仓
Maridea Wealth Management LLC31,902$133.45万0.14%-141减仓
Meridian Wealth Advisors, LLC31,037$129.83万0.15%0不变
CITADEL ADVISORS LLC30,218$126.40万0.00%8,794加仓
Tyche Wealth Partners LLC20,246$84.69万0.12%0不变
Bryn Mawr Trust Advisors, LLC19,702$82.41万0.04%-36减仓
Kestra Advisory Services, LLC19,539$81.73万0.00%952加仓
B. Riley Wealth Advisors, Inc.16,086$66.66万0.04%-455减仓
Private Advisor Group, LLC15,401$64.42万0.00%-564减仓
Legacy Trust15,285$63.94万0.11%0不变
MML INVESTORS SERVICES, LLC14,691$61.45万0.00%2,524加仓
Capital Investment Advisory Services, LLC13,699$57.30万0.04%315加仓
UNIQUE WEALTH, LLC13,504$56.49万0.07%13,504新建仓
ADE, LLC12,803$53.55万0.23%-603减仓
Retirement Planning Group, LLC12,224$51.13万0.01%0不变
Concurrent Investment Advisors, LLC11,677$48.84万0.00%-1,377减仓
WADDELL & ASSOCIATES, LLC11,570$48.40万0.02%0不变
Strategic Financial Partners, Ltd.10,536$44.08万0.17%205加仓
FOCUSED ALPHA, LLC10,512$43.97万0.11%-239减仓
&PARTNERS9,868$41.28万0.00%-49减仓
INDEPENDENT FINANCIAL GROUP, LLC9,857$41.23万0.01%-1,795减仓
GeoWealth Management, LLC9,777$40.90万0.01%691加仓
J2 Capital Management Inc9,694$40.55万0.27%-3,530减仓
J.W. COLE ADVISORS, INC.9,450$39.53万0.01%-1,773重新持有
Gimbal Financial9,322$38.99万0.24%——

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