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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1.02亿 |
| LPL Financial LLC | 加仓 | $5,043.06万 |
| MGO ONE SEVEN LLC | 加仓 | $3,525.63万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,740.75万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,062.98万 |
| Csenge Advisory Group | 加仓 | $2,015.20万 |
| UBS Group AG | 加仓 | $1,832.93万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,769.25万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,438.48万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,360.40万 |
| Cetera Investment Advisers | 加仓 | $1,344.97万 |
| BLAIR WILLIAM & CO/IL | 加仓 | $1,344.48万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $1,279.92万 |
| NewEdge Advisors, LLC | 加仓 | $1,144.02万 |
| MCF Advisors LLC | 新建仓 | $970.22万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $829.06万 |
| HighTower Advisors, LLC | 加仓 | $822.68万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $808.61万 |
| Integrated Wealth Concepts LLC | 加仓 | $796.38万 |
| Creative Planning | 加仓 | $793.88万 |
2026Q2 卖出最多
| ELEVATION POINT WEALTH PARTNERS, LLC | 减仓 | -$3,373.91万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$3,354.06万 |
| Independent Advisor Alliance | 清仓 | -$3,251.16万 |
| Arkadios Wealth Advisors | 减仓 | -$1,839.57万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1,125.99万 |
| Richmond Investment Services, LLC | 减仓 | -$837.72万 |
| Mariner, LLC | 减仓 | -$807.58万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$753.62万 |
| Gateway Wealth Partners, LLC | 减仓 | -$740.00万 |
| Private Advisor Group, LLC | 减仓 | -$699.12万 |
| SSI INVESTMENT MANAGEMENT LLC | 清仓 | -$658.34万 |
| StoneX Group Inc. | 减仓 | -$562.46万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$518.30万 |
| MORGAN STANLEY | 减仓 | -$515.08万 |
| Rockefeller Capital Management L.P. | 减仓 | -$507.93万 |
| Ascentis Independent Advisors | 清仓 | -$475.71万 |
| KMG FIDUCIARY PARTNERS, LLC | 清仓 | -$470.94万 |
| Econ Financial Services Corp | 减仓 | -$372.22万 |
| Visionary Wealth Advisors | 减仓 | -$301.17万 |
| Central Pacific Bank - Trust Division | 清仓 | -$287.05万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 26,039,851 | $11.23亿 | 0.25% | 1,168,999 | 加仓 |
| MORGAN STANLEY | 18,464,593 | $7.97亿 | 0.04% | -119,398 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 15,391,137 | $6.64亿 | 0.18% | 66,170 | 加仓 |
| WELLS FARGO & COMPANY/MN | 13,258,924 | $5.72亿 | 0.09% | 635,315 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 9,941,792 | $4.29亿 | 0.03% | 478,207 | 加仓 |
| Cetera Investment Advisers | 8,255,130 | $3.56亿 | 0.32% | 311,768 | 加仓 |
| ROYAL BANK OF CANADA | 6,772,006 | $2.92亿 | 0.04% | 101,095 | 加仓 |
| UBS Group AG | 6,713,889 | $2.90亿 | 0.04% | 424,879 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 4,955,625 | $2.14亿 | 0.24% | 2,357,842 | 加仓 |
| Capital Investment Advisors, LLC | 4,730,785 | $2.04亿 | 2.69% | 155,699 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 4,017,829 | $1.73亿 | 2.33% | 187,438 | 加仓 |
| STIFEL FINANCIAL CORP | 3,948,162 | $1.70亿 | 0.14% | 2,733 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,647,508 | $1.57亿 | 0.20% | 192,180 | 加仓 |
| PARK NATIONAL CORP /OH/ | 3,530,538 | $1.52亿 | 4.27% | 58,497 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,360,284 | $1.45亿 | 0.03% | -261,009 | 减仓 |
| OSAIC HOLDINGS, INC. | 3,223,089 | $1.39亿 | 0.16% | 410,028 | 加仓 |
| HighTower Advisors, LLC | 3,164,660 | $1.37亿 | 0.13% | 190,700 | 加仓 |
| TRUIST FINANCIAL CORP | 2,753,513 | $1.19亿 | 0.14% | 99,715 | 加仓 |
| LVZ, Inc. | 2,704,072 | $1.17亿 | 11.85% | 29,776 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,573,813 | $1.11亿 | 0.06% | 75,103 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,839,434 | $7,924.28万 | 0.03% | 333,908 | 加仓 |
| BLAIR WILLIAM & CO/IL | 1,792,212 | $7,731.60万 | 0.20% | 311,654 | 加仓 |
| Baird Financial Group, Inc. | 1,760,339 | $7,594.10万 | 0.10% | 71,063 | 加仓 |
| Kestra Advisory Services, LLC | 1,701,525 | $7,340.38万 | 0.24% | 41,837 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,683,398 | $7,262.18万 | 0.15% | 315,346 | 加仓 |
| Southern Financial Group, LLC | 1,308,434 | $5,644.59万 | 14.41% | 4,932 | 加仓 |
| Private Advisor Group, LLC | 1,282,902 | $5,534.44万 | 0.25% | -162,058 | 减仓 |
| NewEdge Advisors, LLC | 1,197,586 | $5,166.38万 | 0.15% | 265,188 | 加仓 |
| Rockefeller Capital Management L.P. | 1,164,454 | $5,023.46万 | 0.08% | -117,740 | 减仓 |
| Janney Montgomery Scott LLC | 944,146 | $4,073.00万 | 0.08% | 32,466 | 加仓 |
| MGO ONE SEVEN LLC | 897,391 | $3,871.35万 | 0.64% | 817,253 | 加仓 |
| JSF Financial, LLC | 886,168 | $3,822.93万 | 6.05% | -5,463 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 870,714 | $3,718.51万 | 0.06% | 299,703 | 加仓 |
| D.A. DAVIDSON & CO. | 850,035 | $3,667.05万 | 0.20% | 113,062 | 加仓 |
| Integrated Wealth Concepts LLC | 838,033 | $3,615.29万 | 0.18% | 184,602 | 加仓 |
| Western Wealth Management, LLC | 837,131 | $3,611.38万 | 1.18% | -12,047 | 减仓 |
| Prospera Financial Services Inc | 796,153 | $3,435.24万 | 0.50% | -56,359 | 减仓 |
| GW HENSSLER & ASSOCIATES LTD | 690,450 | $2,978.60万 | 1.33% | 5,243 | 加仓 |
| Decker Wealth Management LLC | 650,826 | $2,807.66万 | 5.96% | 22,141 | 加仓 |
| Csenge Advisory Group | 650,365 | $2,805.67万 | 1.14% | 467,130 | 加仓 |
| Private Wealth Asset Management, LLC | 639,969 | $2,772.10万 | 2.67% | 129,379 | 加仓 |
| FIRST TRUST ADVISORS LP | 634,332 | $2,733.92万 | 0.02% | 98,652 | 加仓 |
| Blue Chip Partners, LLC | 623,257 | $2,688.73万 | 1.70% | 15,706 | 加仓 |
| Sanctuary Advisors, LLC | 611,352 | $2,637.37万 | 0.12% | 23,386 | 加仓 |
| Aptus Capital Advisors, LLC | 600,056 | $2,588.64万 | 0.18% | 21,467 | 加仓 |
| Trilogy Capital Inc. | 583,903 | $2,518.96万 | 0.98% | 21,253 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 571,663 | $2,466.15万 | 1.38% | 24,311 | 加仓 |
| Summit Financial, LLC | 543,993 | $2,346.79万 | 0.26% | 11,131 | 加仓 |
| Equitable Holdings, Inc. | 539,195 | $2,326.09万 | 0.14% | 2,193 | 加仓 |
| Focus Partners Wealth | 505,502 | $2,180.74万 | 0.02% | 21,704 | 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 🔒