QLTA ISHARES TR
A RATE CP BD ETF
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 | 177 | 19,432,397 | $9.22亿 | 13 | 56 | 77 | 28 | -$2.58亿 |
| 2026Q1 | 187 | 24,499,926 | $11.66亿 | 18 | 65 | 80 | 20 | $265.54万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,177.07万 |
| Composition Wealth, LLC | 加仓 | $1,136.64万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $820.41万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $680.55万 |
| UBS Group AG | 加仓 | $673.27万 |
| JANE STREET GROUP, LLC | 重新持有 | $519.05万 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 新建仓 | $481.78万 |
| CITADEL ADVISORS LLC | 加仓 | $425.07万 |
| HighTower Advisors, LLC | 加仓 | $408.85万 |
| JPMORGAN CHASE & CO | 加仓 | $344.14万 |
| Centennial Bank/AR/ | 加仓 | $321.58万 |
| OneDigital Investment Advisors LLC | 加仓 | $308.24万 |
| MAI Capital Management | 加仓 | $299.72万 |
| ISTHMUS PARTNERS, LLC | 新建仓 | $285.43万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $265.45万 |
| BlackRock, Inc. | 加仓 | $215.32万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $188.81万 |
| MORGAN STANLEY | 加仓 | $184.60万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $181.62万 |
| Betterment LLC | 加仓 | $156.05万 |
2026Q1 卖出最多
| State of New Jersey Common Pension Fund D | 减仓 | -$1,903.60万 |
| Pacific Wealth Management | 减仓 | -$1,454.21万 |
| LPL Financial LLC | 减仓 | -$940.89万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$703.41万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$687.03万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$421.87万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$307.18万 |
| AE Wealth Management LLC | 减仓 | -$285.91万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$271.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$263.12万 |
| Cetera Investment Advisers | 减仓 | -$260.88万 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 减仓 | -$230.17万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$199.65万 |
| ASSETMARK, INC | 减仓 | -$136.51万 |
| Bank of New York Mellon Corp | 减仓 | -$132.42万 |
| NorthCrest Asset Manangement, LLC | 减仓 | -$113.27万 |
| Compass Wealth Management, LLC/GA | 减仓 | -$109.15万 |
| Climber Capital SA | 减仓 | -$104.65万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$95.24万 |
| Corient Private Wealth LP | 减仓 | -$94.06万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,273,967 | $1.08亿 | 0.03% | 247,336 | 加仓 |
| FMR LLC | 2,273,002 | $1.08亿 | 0.01% | -94 | 减仓 |
| Composition Wealth, LLC | 2,270,586 | $1.08亿 | 1.48% | 238,840 | 加仓 |
| LPL Financial LLC | 1,394,344 | $6,635.68万 | 0.02% | -197,708 | 减仓 |
| MAI Capital Management | 1,159,473 | $5,517.93万 | 0.31% | 62,979 | 加仓 |
| HighTower Advisors, LLC | 1,150,385 | $5,474.62万 | 0.06% | 85,911 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 967,205 | $4,602.93万 | 0.00% | -144,365 | 减仓 |
| MORGAN STANLEY | 796,180 | $3,789.03万 | 0.00% | 38,789 | 加仓 |
| UBS Group AG | 653,913 | $3,111.97万 | 0.00% | 141,474 | 加仓 |
| Compass Wealth Management, LLC/GA | 650,371 | $3,095.12万 | 13.22% | -22,936 | 减仓 |
| AMERIPRISE FINANCIAL INC | 589,349 | $2,804.98万 | 0.01% | 38,159 | 加仓 |
| Cetera Investment Advisers | 534,512 | $2,543.74万 | 0.03% | -54,819 | 减仓 |
| MML INVESTORS SERVICES, LLC | 460,059 | $2,189.42万 | 0.06% | 172,391 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 458,046 | $2,179.84万 | 0.01% | 39,674 | 加仓 |
| Parcion Private Wealth LLC | 410,753 | $1,954.77万 | 1.21% | 12,322 | 加仓 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 399,425 | $1,900.87万 | 2.93% | -48,366 | 减仓 |
| JPMORGAN CHASE & CO | 393,097 | $1,861.32万 | 0.00% | 72,680 | 加仓 |
| Betterment LLC | 377,172 | $1,795.00万 | 0.03% | 32,790 | 加仓 |
| State of New Jersey Common Pension Fund D | 350,000 | $1,665.65万 | 0.06% | -400,000 | 减仓 |
| WELLS FARGO & COMPANY/MN | 322,390 | $1,534.25万 | 0.00% | -147,807 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 268,301 | $1,276.85万 | 0.02% | -55,288 | 减仓 |
| Migdal Insurance & Financial Holdings Ltd. | 268,251 | $1,276.61万 | 0.11% | 6,332 | 加仓 |
| Kelly Financial Services LLC | 250,889 | $1,195.23万 | 2.89% | -19,497 | 减仓 |
| ASSETMARK, INC | 243,589 | $1,159.24万 | 0.02% | -28,684 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 219,221 | $1,043.27万 | 0.06% | -41,952 | 减仓 |
| Fonville Wealth Management LLC | 214,361 | $1,020.14万 | 1.94% | 16,244 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 200,117 | $950.36万 | 0.17% | 143,304 | 加仓 |
| Madison Asset Management, LLC | 197,753 | $941.11万 | 0.12% | 9,649 | 加仓 |
| OneDigital Investment Advisors LLC | 183,757 | $874.50万 | 0.09% | 64,770 | 加仓 |
| ROYAL BANK OF CANADA | 174,276 | $829.30万 | 0.00% | 2,773 | 加仓 |
| STERLING INVESTMENT ADVISORS LLC /ADV | 172,566 | $821.24万 | 3.94% | 3,847 | 加仓 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 157,783 | $750.89万 | 2.14% | 196 | 加仓 |
| CITADEL ADVISORS LLC | 147,422 | $701.58万 | 0.00% | 89,320 | 加仓 |
| Heck Capital Advisors, LLC | 140,950 | $670.78万 | 0.50% | 871 | 加仓 |
| JANE STREET GROUP, LLC | 127,397 | $606.28万 | 0.00% | 109,067 | 重新持有 |
| Creative Planning | 119,474 | $568.58万 | 0.00% | -12,730 | 减仓 |
| Vestmark Advisory Solutions, Inc. | 111,308 | $529.71万 | 0.06% | -88,647 | 减仓 |
| WRAPMANAGER INC | 108,783 | $517.70万 | 1.80% | 27,138 | 加仓 |
| Procyon Advisors, LLC | 107,310 | $510.69万 | 0.08% | -15,660 | 减仓 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 101,235 | $481.78万 | 2.02% | 101,235 | 新建仓 |
| Climber Capital SA | 94,307 | $438.65万 | 2.87% | -22,500 | 减仓 |
| Integrated Wealth Concepts LLC | 91,050 | $433.30万 | 0.03% | -877 | 减仓 |
| PARK AVENUE SECURITIES LLC | 90,989 | $433.00万 | 0.03% | -9,901 | 减仓 |
| BlackRock, Inc. | 81,869 | $389.61万 | 0.00% | 45,244 | 加仓 |
| Catalyst Investment Management LLC | 81,269 | $389.60万 | 4.32% | -12,366 | 减仓 |
| Clear Creek Financial Management, LLC | 79,449 | $378.10万 | 0.29% | 13,434 | 加仓 |
| Glen Eagle Advisors, LLC | 78,907 | $375.52万 | 0.53% | 13,152 | 加仓 |
| Midwest Professional Planners, LTD. | 78,876 | $375.37万 | 0.88% | 4,521 | 加仓 |
| Centennial Bank/AR/ | 78,091 | $371.64万 | 1.33% | 67,573 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77,477 | $368.27万 | 0.02% | 23,447 | 加仓 |
内部人交易（Form 4）
QLTA 董事、高管和大股东的最新买卖申报。专业版可看 🔒