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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,968.22万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,951.17万 |
| LPL Financial LLC | 加仓 | $1,515.62万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $930.68万 |
| Principle Wealth Partners LLC | 加仓 | $857.32万 |
| Fusion Capital, LLC | 加仓 | $806.68万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $783.01万 |
| 3EDGE Asset Management, LP | 加仓 | $735.93万 |
| Integrated Wealth Concepts LLC | 新建仓 | $698.33万 |
| OLD MISSION CAPITAL LLC | 加仓 | $494.84万 |
| BIP Wealth, LLC | 新建仓 | $380.39万 |
| MORGAN STANLEY | 加仓 | $380.16万 |
| TCW GROUP INC | 加仓 | $311.11万 |
| STIFEL FINANCIAL CORP | 加仓 | $237.37万 |
| OSAIC HOLDINGS, INC. | 加仓 | $192.91万 |
| &PARTNERS | 加仓 | $173.68万 |
| Janney Montgomery Scott LLC | 加仓 | $149.28万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 新建仓 | $139.22万 |
| Quotient Wealth Partners, LLC | 加仓 | $135.61万 |
| JONES FINANCIAL COMPANIES LLLP | 新建仓 | $131.84万 |
2026Q2 卖出最多
| Dynasty Wealth Management, LLC | 减仓 | -$1.29亿 |
| OpenArc Corporate Advisory, LLC | 减仓 | -$6,373.18万 |
| SAGESPRING WEALTH PARTNERS, LLC | 减仓 | -$4,526.05万 |
| JPMORGAN CHASE & CO | 减仓 | -$4,308.49万 |
| JANE STREET GROUP, LLC | 减仓 | -$1,851.16万 |
| UNIQUE WEALTH, LLC | 减仓 | -$449.95万 |
| Centerline Wealth Advisors, LLC | 减仓 | -$442.94万 |
| Valence8 US LP | 减仓 | -$375.09万 |
| WCG Wealth Advisors LLC | 减仓 | -$300.35万 |
| Storen Legacy Partners, LLC | 减仓 | -$253.22万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$167.84万 |
| Cyndeo Wealth Partners, LLC | 减仓 | -$163.68万 |
| Ascentis Independent Advisors | 清仓 | -$92.88万 |
| MATHER GROUP, LLC. | 减仓 | -$81.61万 |
| TritonPoint Partners, LLC | 减仓 | -$65.48万 |
| Quadrature Capital Ltd | 清仓 | -$61.07万 |
| CITADEL ADVISORS LLC | 清仓 | -$54.71万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$48.66万 |
| Equitable Holdings, Inc. | 减仓 | -$47.90万 |
| GTS SECURITIES LLC | 清仓 | -$40.53万 |
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 5,522,892 | $6.79亿 | 5.05% | -1,047,421 | 减仓 |
| JPMORGAN CHASE & CO | 3,058,493 | $3.65亿 | 0.02% | -361,420 | 减仓 |
| OpenArc Corporate Advisory, LLC | 1,814,843 | $2.23亿 | 2.65% | -518,313 | 减仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 1,739,131 | $2.14亿 | 3.29% | -368,091 | 减仓 |
| Quotient Wealth Partners, LLC | 944,060 | $1.16亿 | 2.74% | 11,029 | 加仓 |
| LPL Financial LLC | 586,451 | $7,211.00万 | 0.02% | 123,261 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 491,163 | $6,039.34万 | 0.02% | 75,690 | 加仓 |
| WELLS FARGO & COMPANY/MN | 382,371 | $4,701.63万 | 0.01% | 158,683 | 加仓 |
| WCG Wealth Advisors LLC | 339,471 | $4,174.13万 | 0.99% | -24,427 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 250,629 | $3,081.73万 | 0.00% | 160,070 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,712 | $2,787.65万 | 0.01% | 63,680 | 加仓 |
| ASPIRIANT, LLC | 162,280 | $1,995.41万 | 0.49% | 2,274 | 加仓 |
| Principle Wealth Partners LLC | 152,553 | $1,875.79万 | 0.93% | 69,724 | 加仓 |
| Procyon Advisors, LLC | 143,637 | $1,766.16万 | 0.24% | 8,531 | 加仓 |
| Mariner, LLC | 139,898 | $1,720.19万 | 0.02% | 1,687 | 加仓 |
| UNIQUE WEALTH, LLC | 136,013 | $1,672.42万 | 1.95% | -36,593 | 减仓 |
| Centerline Wealth Advisors, LLC | 114,143 | $1,403.50万 | 4.40% | -36,023 | 减仓 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,393 | $1,295.92万 | 0.46% | 53 | 加仓 |
| Quadcap Wealth Management, LLC | 98,142 | $1,206.75万 | 1.17% | 2,790 | 加仓 |
| 3EDGE Asset Management, LP | 88,074 | $1,082.96万 | 0.48% | 59,851 | 加仓 |
| Venture Visionary Partners LLC | 87,121 | $1,071.24万 | 0.30% | 4,967 | 加仓 |
| Thrivent Financial for Lutherans | 82,890 | $1,019.20万 | 0.02% | -558 | 减仓 |
| ALBION FINANCIAL GROUP /UT | 72,216 | $887.97万 | 0.51% | 569 | 加仓 |
| WJ Wealth Management, LLC | 70,610 | $868.21万 | 3.43% | -1,853 | 减仓 |
| Fusion Capital, LLC | 68,243 | $839.12万 | 1.95% | 65,605 | 加仓 |
| Storen Legacy Partners, LLC | 68,225 | $838.90万 | 2.29% | -20,594 | 减仓 |
| STIFEL FINANCIAL CORP | 66,930 | $822.97万 | 0.01% | 19,305 | 加仓 |
| TCW GROUP INC | 64,528 | $793.44万 | 0.05% | 25,302 | 加仓 |
| AVALON CAPITAL MANAGEMENT | 59,985 | $737.58万 | 1.74% | 4,878 | 加仓 |
| ADAPT WEALTH ADVISORS, LLC | 57,433 | $706.20万 | 2.31% | 207 | 加仓 |
| Integrated Wealth Concepts LLC | 56,793 | $698.33万 | 0.03% | 56,793 | 新建仓 |
| Valence8 US LP | 54,694 | $672.52万 | 2.24% | -30,505 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 54,453 | $669.55万 | 0.01% | 306 | 加仓 |
| DWM Financial Group, Inc. | 64,622 | $621.38万 | 5.56% | — | — |
| OLD MISSION CAPITAL LLC | 42,545 | $523.13万 | 0.08% | 40,244 | 加仓 |
| Cyndeo Wealth Partners, LLC | 37,663 | $463.11万 | 0.22% | -13,312 | 减仓 |
| Cassady Wealth & Retirement Planning, LLC | 36,280 | $446.10万 | 2.07% | 3,945 | 加仓 |
| Bridgewealth Advisory Group, LLC | 36,039 | $443.13万 | 0.84% | 4,962 | 加仓 |
| KPP Advisory Services LLC | 32,757 | $402.78万 | 0.51% | 1,936 | 加仓 |
| MORGAN STANLEY | 32,376 | $398.10万 | 0.00% | 30,917 | 加仓 |
| BIP Wealth, LLC | 30,936 | $380.39万 | 0.11% | 30,936 | 新建仓 |
| Private Advisor Group, LLC | 30,490 | $374.90万 | 0.02% | 3,019 | 加仓 |
| Steward Partners Investment Advisory, LLC | 27,896 | $343.01万 | 0.02% | 4,958 | 加仓 |
| Arete Wealth Advisors, LLC | 22,952 | $282.22万 | 0.19% | 99 | 加仓 |
| Financial Insights, Inc. | 22,209 | $273.09万 | 0.72% | -639 | 减仓 |
| BELLEVUE ASSET MANAGEMENT, LLC | 21,565 | $265.17万 | 1.22% | -107 | 减仓 |
| &PARTNERS | 21,043 | $258.75万 | 0.01% | 14,125 | 加仓 |
| Focus Partners Wealth | 20,906 | $257.07万 | 0.00% | -139 | 减仓 |
| TSFG, LLC | 20,738 | $255.00万 | 0.32% | -260 | 减仓 |
| TritonPoint Partners, LLC | 20,495 | $252.01万 | 0.21% | -5,325 | 减仓 |
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 🔒