SDVY FIRST TR EXCHANGE-TRADED FD
SMID RISNG 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 | 577 | 212,436,574 | $91.66亿 | 40 | 310 | 156 | 38 | $3.61亿 |
| 2026Q1 | 567 | 205,366,313 | $80.97亿 | 46 | 287 | 164 | 17 | $4.09亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $4,809.29万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $4,394.86万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $4,071.45万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $4,032.37万 |
| Independent Advisor Alliance | 新建仓 | $3,251.16万 |
| MORGAN STANLEY | 加仓 | $2,512.22万 |
| Arkadios Wealth Advisors | 加仓 | $2,231.89万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,224.39万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,533.95万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,337.96万 |
| ROYAL BANK OF CANADA | 加仓 | $1,272.10万 |
| JSF Financial, LLC | 加仓 | $1,249.00万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,178.51万 |
| Baird Financial Group, Inc. | 加仓 | $1,026.58万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $975.72万 |
| Focus Partners Wealth | 加仓 | $939.20万 |
| Cetera Investment Advisers | 加仓 | $896.73万 |
| LCW Services, LLC | 新建仓 | $808.65万 |
| Gateway Wealth Partners, LLC | 加仓 | $804.76万 |
| Capital Investment Advisors, LLC | 加仓 | $786.48万 |
2026Q1 卖出最多
| UBS Group AG | 减仓 | -$2,571.45万 |
| Spectrum Wealth Advisory Group, LLC | 减仓 | -$1,634.44万 |
| HighTower Advisors, LLC | 减仓 | -$1,308.41万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,169.54万 |
| STIFEL FINANCIAL CORP | 减仓 | -$877.05万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | -$851.29万 |
| StoneX Group Inc. | 减仓 | -$720.44万 |
| Fairvoy Private Wealth, LLC | 减仓 | -$638.46万 |
| Mach-1 Financial Group, LLC | 减仓 | -$561.38万 |
| Qube Research & Technologies Ltd | 减仓 | -$553.22万 |
| LVZ, Inc. | 减仓 | -$515.90万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$439.17万 |
| LFA - Lugano Financial Advisors SA | 减仓 | -$415.63万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$391.76万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$348.75万 |
| D. E. Shaw & Co., Inc. | 减仓 | -$330.54万 |
| Cerity Partners LLC | 清仓 | -$314.79万 |
| NewEdge Advisors, LLC | 减仓 | -$283.43万 |
| AssuredPartners Investment Advisors, LLC | 减仓 | -$273.67万 |
| ARVEST INVESTMENTS, INC. | 减仓 | -$259.10万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 24,870,852 | $9.81亿 | 0.26% | -21,317 | 减仓 |
| MORGAN STANLEY | 18,583,991 | $7.33亿 | 0.04% | 637,135 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 15,324,967 | $6.04亿 | 0.19% | 1,219,704 | 加仓 |
| WELLS FARGO & COMPANY/MN | 12,623,609 | $4.98亿 | 0.09% | 184,206 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 9,463,585 | $3.73亿 | 0.03% | 564,137 | 加仓 |
| Cetera Investment Advisers | 7,943,362 | $3.13亿 | 0.33% | 227,423 | 加仓 |
| ROYAL BANK OF CANADA | 6,670,911 | $2.63亿 | 0.05% | 322,622 | 加仓 |
| UBS Group AG | 6,289,010 | $2.48亿 | 0.04% | -652,155 | 减仓 |
| Capital Investment Advisors, LLC | 4,575,086 | $1.80亿 | 2.64% | 199,463 | 加仓 |
| STIFEL FINANCIAL CORP | 3,945,429 | $1.56亿 | 0.14% | -222,431 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 3,830,391 | $1.51亿 | 2.33% | 1,114,597 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,621,293 | $1.43亿 | 0.04% | 339,326 | 加仓 |
| PARK NATIONAL CORP /OH/ | 3,472,041 | $1.37亿 | 4.17% | 66,100 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,455,328 | $1.36亿 | 0.19% | -99,356 | 减仓 |
| HighTower Advisors, LLC | 2,973,960 | $1.17亿 | 0.12% | -331,828 | 减仓 |
| OSAIC HOLDINGS, INC. | 2,813,061 | $1.11亿 | 0.16% | 9,427 | 加仓 |
| LVZ, Inc. | 2,674,296 | $1.05亿 | 12.03% | -130,839 | 减仓 |
| TRUIST FINANCIAL CORP | 2,653,798 | $1.05亿 | 0.14% | 199,415 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,597,783 | $1.02亿 | 0.26% | 247,455 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,498,710 | $9,852.41万 | 0.06% | 298,886 | 加仓 |
| Baird Financial Group, Inc. | 1,689,276 | $6,660.82万 | 0.10% | 260,356 | 加仓 |
| Kestra Advisory Services, LLC | 1,659,688 | $6,544.15万 | 0.25% | 87,259 | 加仓 |
| BLAIR WILLIAM & CO/IL | 1,480,558 | $5,837.84万 | 0.17% | 173,007 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,505,526 | $5,827.89万 | 0.03% | 396,268 | 加仓 |
| Private Advisor Group, LLC | 1,444,960 | $5,697.48万 | 0.27% | 83,660 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,368,052 | $5,394.23万 | 0.15% | -296,612 | 减仓 |
| Southern Financial Group, LLC | 1,303,502 | $5,139.71万 | 14.36% | 11,694 | 加仓 |
| Rockefeller Capital Management L.P. | 1,282,194 | $5,055.69万 | 0.09% | 159,247 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,039,862 | $4,100.18万 | 0.95% | 1,032,576 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 1,029,951 | $4,061.10万 | 0.45% | 1,022,665 | 加仓 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,026,458 | $4,047.32万 | 2.20% | -994 | 减仓 |
| NewEdge Advisors, LLC | 932,398 | $3,676.44万 | 0.13% | -71,881 | 减仓 |
| Janney Montgomery Scott LLC | 911,680 | $3,594.80万 | 0.09% | 74,375 | 加仓 |
| JSF Financial, LLC | 891,631 | $3,515.70万 | 6.89% | 316,764 | 加仓 |
| Arkadios Wealth Advisors | 861,728 | $3,397.80万 | 0.55% | 566,039 | 加仓 |
| Prospera Financial Services Inc | 852,512 | $3,362.72万 | 0.54% | 107,620 | 加仓 |
| Western Wealth Management, LLC | 849,178 | $3,348.31万 | 1.27% | 92,762 | 加仓 |
| Independent Advisor Alliance | 824,540 | $3,251.16万 | 0.35% | 824,540 | 新建仓 |
| D.A. DAVIDSON & CO. | 736,973 | $2,905.88万 | 0.18% | 63,777 | 加仓 |
| GW HENSSLER & ASSOCIATES LTD | 685,207 | $2,701.77万 | 1.27% | 174,734 | 加仓 |
| Integrated Wealth Concepts LLC | 653,431 | $2,576.48万 | 0.21% | 134,915 | 加仓 |
| Decker Wealth Management LLC | 628,685 | $2,478.90万 | 5.62% | -3,692 | 减仓 |
| Blue Chip Partners, LLC | 607,551 | $2,395.58万 | 1.72% | 16,720 | 加仓 |
| Sanctuary Advisors, LLC | 587,966 | $2,318.35万 | 0.13% | -801 | 减仓 |
| Aptus Capital Advisors, LLC | 578,589 | $2,281.38万 | 0.18% | 45,638 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 571,011 | $2,268.63万 | 0.05% | -24,950 | 减仓 |
| Trilogy Capital Inc. | 562,650 | $2,218.53万 | 0.98% | 8,910 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 547,352 | $2,158.21万 | 1.36% | 42,146 | 加仓 |
| FIRST TRUST ADVISORS LP | 535,680 | $2,111.43万 | 0.02% | 80,684 | 加仓 |
| Summit Financial, LLC | 532,862 | $2,101.07万 | 0.27% | 9,847 | 加仓 |
内部人交易（Form 4）
SDVY 董事、高管和大股东的最新买卖申报。专业版可看 🔒