QLTY 2023 ETF SERIES TRUST II
GMO US QUALITY E
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 | 160 | 92,922,392 | $38.60亿 | 16 | 89 | 33 | 6 | $4.37亿 |
| 2026Q1 | 151 | 82,652,328 | $29.92亿 | 13 | 83 | 29 | 9 | $7.06亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BROWN BROTHERS HARRIMAN & CO | 加仓 | $2.12亿 |
| HB Wealth Management, LLC | 加仓 | $1.96亿 |
| Atria Investments, Inc | 加仓 | $4,569.18万 |
| Modern Wealth Management, LLC | 加仓 | $3,775.75万 |
| Tanglewood Wealth Management, Inc. | 新建仓 | $2,951.43万 |
| Alvarez & Marsal Private Wealth Partners, LLC | 加仓 | $2,805.44万 |
| Merit Financial Group, LLC | 加仓 | $1,747.31万 |
| Crestwood Advisors Group, LLC | 加仓 | $1,405.30万 |
| Auxano Advisors, LLC | 加仓 | $1,238.89万 |
| Prodigy Asset Management LLC | 加仓 | $1,145.69万 |
| J. Mark Nickell & Co. | 加仓 | $1,145.02万 |
| Focus Partners Wealth | 加仓 | $1,127.58万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $1,062.46万 |
| OSAIC HOLDINGS, INC. | 加仓 | $931.72万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $792.23万 |
| CENTRAL TRUST Co | 加仓 | $781.23万 |
| Apella Capital, LLC | 新建仓 | $680.06万 |
| Allegheny Financial Group | 加仓 | $565.75万 |
| Hartford Financial Management Inc. | 新建仓 | $498.71万 |
| FIRST MANHATTAN CO. LLC. | 加仓 | $455.28万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,080.14万 |
| Corient Private Wealth LP | 减仓 | -$466.17万 |
| Archer Investment Management, LLC | 减仓 | -$356.06万 |
| Procyon Advisors, LLC | 减仓 | -$274.03万 |
| Acumen Wealth Advisors, LLC | 减仓 | -$187.93万 |
| PINNACLE ASSOCIATES LTD | 减仓 | -$101.12万 |
| JANE STREET GROUP, LLC | 清仓 | -$98.77万 |
| MCF Advisors LLC | 减仓 | -$94.07万 |
| Lido Advisors, LLC | 清仓 | -$76.89万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$73.97万 |
| DIVERSIFIED TRUST CO | 减仓 | -$51.65万 |
| Janney Montgomery Scott LLC | 减仓 | -$47.69万 |
| Allworth Financial LP | 减仓 | -$39.69万 |
| Financial Connections Group, Inc. | 减仓 | -$28.63万 |
| Heron Bay Capital Management | 清仓 | -$28.53万 |
| SouthState Bank Corp | 减仓 | -$26.56万 |
| AE Wealth Management LLC | 清仓 | -$24.85万 |
| Princeton Global Asset Management LLC | 减仓 | -$23.30万 |
| Tempus Wealth Planning, LLC | 减仓 | -$18.07万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$13.69万 |
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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 13,783,350 | $4.99亿 | 7.25% | 0 | 不变 |
| Allworth Financial LP | 8,275,177 | $2.99亿 | 1.21% | -10,971 | 减仓 |
| BROWN BROTHERS HARRIMAN & CO | 8,089,207 | $2.93亿 | 1.57% | 5,848,501 | 加仓 |
| Merit Financial Group, LLC | 7,977,528 | $2.89亿 | 2.14% | 482,948 | 加仓 |
| HB Wealth Management, LLC | 5,905,175 | $2.14亿 | 1.38% | 5,404,269 | 加仓 |
| Legacy Advisors, LLC | 3,529,734 | $1.28亿 | 11.89% | 35,950 | 加仓 |
| LAZARD ASSET MANAGEMENT LLC | 2,597,522 | $9,401.12万 | 0.15% | 96,253 | 加仓 |
| Focus Partners Wealth | 2,198,405 | $7,953.86万 | 0.09% | 311,656 | 加仓 |
| Crestwood Advisors Group, LLC | 1,769,720 | $6,402.85万 | 1.08% | 388,420 | 加仓 |
| Perigon Wealth Management, LLC | 1,738,328 | $6,289.27万 | 1.14% | 85,374 | 加仓 |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,725,553 | $6,253.36万 | 8.78% | 774,133 | 加仓 |
| FFT WEALTH MANAGEMENT LLC | 1,635,379 | $5,926.69万 | 10.73% | 47,974 | 加仓 |
| Atria Investments, Inc | 1,448,617 | $5,241.10万 | 0.59% | 1,262,902 | 加仓 |
| Trustees of Dartmouth College | 1,096,022 | $3,965.41万 | 15.76% | 0 | 不变 |
| Modern Wealth Management, LLC | 1,040,532 | $3,807.31万 | 0.65% | 1,031,906 | 加仓 |
| Prodigy Asset Management LLC | 961,119 | $3,477.33万 | 11.61% | 316,665 | 加仓 |
| Auxano Advisors, LLC | 953,440 | $3,449.55万 | 6.88% | 342,424 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 931,998 | $3,371.97万 | 0.01% | 218,970 | 加仓 |
| Annex Advisory Services, LLC | 896,626 | $3,244.00万 | 0.61% | 85,642 | 加仓 |
| CENTRAL TRUST Co | 820,980 | $2,970.31万 | 0.58% | 215,930 | 加仓 |
| Tanglewood Wealth Management, Inc. | 815,764 | $2,951.43万 | 2.44% | 815,764 | 新建仓 |
| PINNACLE ASSOCIATES LTD | 810,307 | $2,931.69万 | 0.38% | -27,948 | 减仓 |
| MML INVESTORS SERVICES, LLC | 746,186 | $2,699.70万 | 0.07% | 48,659 | 加仓 |
| LPL Financial LLC | 664,234 | $2,403.20万 | 0.01% | 58,059 | 加仓 |
| J. Mark Nickell & Co. | 522,900 | $1,891.85万 | 9.13% | 316,479 | 加仓 |
| New Republic Capital, LLC | 505,014 | $1,830.18万 | 6.17% | 93,681 | 加仓 |
| Colony Family Offices, LLC | 487,099 | $1,765.27万 | 4.35% | 35,746 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 465,136 | $1,701.47万 | 0.03% | -295,281 | 减仓 |
| Verum Partners LLC | 454,898 | $1,645.82万 | 3.13% | 31,773 | 加仓 |
| Stonehearth Capital Management, LLC | 440,926 | $1,595.27万 | 6.32% | 20,133 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 420,927 | $1,522.91万 | 0.09% | 293,660 | 加仓 |
| Allegheny Financial Group | 400,548 | $1,449.18万 | 1.95% | 156,371 | 加仓 |
| Paragon Capital Management Ltd | 392,959 | $1,421.73万 | 2.99% | 3,835 | 加仓 |
| Crusonia Wealth Advisors LLC | 391,806 | $1,417.56万 | 2.92% | 18,433 | 加仓 |
| Kelman-Lazarov, Inc. | 380,573 | $1,376.91万 | 1.97% | 14,716 | 加仓 |
| FIRST MANHATTAN CO. LLC. | 326,565 | $1,183.49万 | 0.03% | 125,628 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 324,382 | $1,173.61万 | 0.00% | 1,994 | 加仓 |
| Alpha Advisors, LLC/VA | 316,129 | $1,143.75万 | 9.03% | 7,582 | 加仓 |
| OSAIC HOLDINGS, INC. | 272,158 | $984.63万 | 0.01% | 257,533 | 加仓 |
| &PARTNERS | 270,859 | $980.71万 | 0.05% | 7,686 | 加仓 |
| Leisure Capital Management | 248,632 | $899.55万 | 3.15% | 5,189 | 加仓 |
| New England Private Wealth Advisors LLC | 213,207 | $771.38万 | 0.89% | 27,182 | 加仓 |
| Corient Private Wealth LP | 204,293 | $739.60万 | 0.01% | -128,765 | 减仓 |
| ArchPoint Investors | 203,500 | $737.49万 | 1.76% | 4,500 | 加仓 |
| LGL PARTNERS, LLC | 201,750 | $731.15万 | 3.01% | 10,041 | 加仓 |
| JPMORGAN CHASE & CO | 203,548 | $717.92万 | 0.00% | 17,687 | 加仓 |
| DIVERSIFIED TRUST CO | 193,111 | $698.68万 | 0.13% | -14,277 | 减仓 |
| Apella Capital, LLC | 171,105 | $680.06万 | 0.10% | 171,105 | 新建仓 |
| Heritage Trust Co | 187,784 | $679.40万 | 0.68% | 27,695 | 加仓 |
| Madison Asset Management, LLC | 185,944 | $672.75万 | 0.08% | 2,397 | 加仓 |
内部人交易（Form 4）
QLTY 董事、高管和大股东的最新买卖申报。专业版可看 🔒