PWRD TCW ETF TRUST
TRANSFORM SYSTEM
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 | 143 | 18,407,542 | $22.50亿 | 24 | 65 | 30 | 6 | -$1.81亿 |
| 2026Q1 | 125 | 19,862,105 | $19.29亿 | 22 | 61 | 24 | 5 | $3.48亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Dynasty Wealth Management, LLC | 加仓 | $1.24亿 |
| OpenArc Corporate Advisory, LLC | 加仓 | $6,479.28万 |
| JPMORGAN CHASE & CO | 加仓 | $3,666.24万 |
| Quotient Wealth Partners, LLC | 加仓 | $2,653.80万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,186.42万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,570.85万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,545.46万 |
| JANE STREET GROUP, LLC | 加仓 | $1,384.60万 |
| LPL Financial LLC | 加仓 | $1,249.07万 |
| Storen Legacy Partners, LLC | 新建仓 | $868.35万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $536.50万 |
| Principle Wealth Partners LLC | 加仓 | $340.73万 |
| STIFEL FINANCIAL CORP | 加仓 | $283.44万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $242.94万 |
| Arete Wealth Advisors, LLC | 新建仓 | $223.07万 |
| Private Advisor Group, LLC | 加仓 | $221.22万 |
| Focus Partners Wealth | 新建仓 | $205.75万 |
| Cardinal Point Capital Management ULC | 新建仓 | $197.58万 |
| KPP Advisory Services LLC | 加仓 | $195.20万 |
| Procyon Advisors, LLC | 加仓 | $161.18万 |
2026Q1 卖出最多
| SAGESPRING WEALTH PARTNERS, LLC | 减仓 | -$2,396.70万 |
| Valence8 US LP | 减仓 | -$778.72万 |
| AVALON CAPITAL MANAGEMENT | 减仓 | -$162.57万 |
| Corient Private Wealth LP | 减仓 | -$99.26万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$98.84万 |
| SFG Wealth Management, LLC. | 减仓 | -$70.65万 |
| rebel Financial LLC | 清仓 | -$55.63万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$31.01万 |
| One Capital Management, LLC | 减仓 | -$27.07万 |
| DIVERSIFIED TRUST CO | 清仓 | -$23.01万 |
| TFC Financial Management, Inc. | 减仓 | -$20.98万 |
| First Heartland Consultants, Inc. | 减仓 | -$12.97万 |
| ALBION FINANCIAL GROUP /UT | 减仓 | -$9.04万 |
| ROYAL BANK OF CANADA | 减仓 | -$7.32万 |
| BECKER CAPITAL MANAGEMENT INC | 减仓 | -$5.63万 |
| Centerline Wealth Advisors, LLC | 减仓 | -$3.28万 |
| Key Capital Management, INC | 清仓 | -$3.05万 |
| Contango Wealth Management LLC | 减仓 | -$2.20万 |
| Argyle Capital Partners, LLC | 减仓 | -$2.07万 |
| Waverly Advisors, LLC | 减仓 | -$1.96万 |
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 6,570,313 | $6.42亿 | 5.59% | 1,267,197 | 加仓 |
| JPMORGAN CHASE & CO | 3,419,913 | $3.21亿 | 0.02% | 390,116 | 加仓 |
| OpenArc Corporate Advisory, LLC | 2,333,156 | $2.28亿 | 3.27% | 662,733 | 加仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 2,107,222 | $2.06亿 | 3.76% | -245,147 | 减仓 |
| Quotient Wealth Partners, LLC | 933,031 | $9,121.87万 | 2.40% | 271,444 | 加仓 |
| LPL Financial LLC | 463,190 | $4,528.43万 | 0.01% | 127,761 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 415,473 | $4,061.91万 | 0.01% | 160,674 | 加仓 |
| WCG Wealth Advisors LLC | 363,898 | $3,557.68万 | 1.00% | 4,059 | 加仓 |
| WELLS FARGO & COMPANY/MN | 223,688 | $2,186.91万 | 0.00% | 223,638 | 加仓 |
| UNIQUE WEALTH, LLC | 172,606 | $1,687.50万 | 2.33% | 5,282 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 163,032 | $1,593.90万 | 0.01% | 158,077 | 加仓 |
| ASPIRIANT, LLC | 160,006 | $1,564.32万 | 0.45% | 12,927 | 加仓 |
| JANE STREET GROUP, LLC | 156,011 | $1,525.26万 | 0.00% | 141,624 | 加仓 |
| Centerline Wealth Advisors, LLC | 150,166 | $1,468.11万 | 5.28% | -336 | 减仓 |
| Mariner, LLC | 138,211 | $1,351.23万 | 0.02% | 14,197 | 加仓 |
| Procyon Advisors, LLC | 135,106 | $1,320.88万 | 0.20% | 16,486 | 加仓 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,340 | $1,029.87万 | 0.39% | 0 | 不变 |
| Quadcap Wealth Management, LLC | 95,352 | $932.22万 | 1.06% | 9,127 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 90,559 | $885.36万 | 0.00% | 54,876 | 加仓 |
| Storen Legacy Partners, LLC | 88,819 | $868.35万 | 2.72% | 88,819 | 新建仓 |
| Valence8 US LP | 85,199 | $832.96万 | 2.91% | -79,651 | 减仓 |
| Thrivent Financial for Lutherans | 83,448 | $815.80万 | 0.02% | 2,603 | 加仓 |
| Principle Wealth Partners LLC | 82,829 | $809.79万 | 0.46% | 34,852 | 加仓 |
| Venture Visionary Partners LLC | 82,154 | $803.19万 | 0.27% | 489 | 加仓 |
| WJ Wealth Management, LLC | 72,463 | $708.44万 | 3.32% | 1,362 | 加仓 |
| ALBION FINANCIAL GROUP /UT | 71,647 | $700.46万 | 0.45% | -925 | 减仓 |
| ADAPT WEALTH ADVISORS, LLC | 57,226 | $559.48万 | 2.03% | 1,149 | 加仓 |
| AVALON CAPITAL MANAGEMENT | 55,107 | $538.76万 | 1.52% | -16,628 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 54,147 | $529.38万 | 0.01% | 24,849 | 加仓 |
| Cyndeo Wealth Partners, LLC | 50,975 | $498.36万 | 0.26% | 1,081 | 加仓 |
| STIFEL FINANCIAL CORP | 47,625 | $465.61万 | 0.00% | 28,992 | 加仓 |
| TCW GROUP INC | 39,226 | $383.50万 | 0.03% | 10,404 | 加仓 |
| Cassady Wealth & Retirement Planning, LLC | 32,335 | $364.81万 | 1.76% | 8,270 | 加仓 |
| Bridgewealth Advisory Group, LLC | 31,077 | $303.83万 | 0.63% | 11,479 | 加仓 |
| KPP Advisory Services LLC | 30,821 | $301.33万 | 0.44% | 19,966 | 加仓 |
| 3EDGE Asset Management, LP | 28,223 | $275.93万 | 0.13% | 5,122 | 加仓 |
| Smart Portfolios, LLC | 27,966 | $273.41万 | 2.73% | 596 | 加仓 |
| Private Advisor Group, LLC | 27,471 | $268.57万 | 0.01% | 22,627 | 加仓 |
| Orion Porfolio Solutions, LLC | 26,464 | $258.73万 | 0.02% | -3,172 | 减仓 |
| TritonPoint Partners, LLC | 25,820 | $252.43万 | 0.93% | 12,375 | 加仓 |
| Steward Partners Investment Advisory, LLC | 22,938 | $224.26万 | 0.01% | 3,026 | 加仓 |
| Financial Insights, Inc. | 22,848 | $223.38万 | 0.72% | 885 | 加仓 |
| Arete Wealth Advisors, LLC | 22,853 | $223.07万 | 0.17% | 22,853 | 新建仓 |
| BELLEVUE ASSET MANAGEMENT, LLC | 21,672 | $211.88万 | 1.06% | 340 | 加仓 |
| Focus Partners Wealth | 21,045 | $205.75万 | 0.00% | 21,045 | 新建仓 |
| TSFG, LLC | 20,998 | $205.30万 | 0.31% | 420 | 加仓 |
| Cardinal Point Capital Management ULC | 20,209 | $197.58万 | 0.12% | 20,209 | 新建仓 |
| Sloy Dahl & Holst, LLC | 18,629 | $182.13万 | 0.25% | 1,234 | 加仓 |
| Dakota Wealth Management | 18,395 | $179.84万 | 0.04% | 5,492 | 加仓 |
| DecisionMap Wealth Management, LLC | 18,308 | $178.99万 | 1.16% | 4,174 | 加仓 |
内部人交易（Form 4）
PWRD 董事、高管和大股东的最新买卖申报。专业版可看 🔒