SEPU AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
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 | 31 | 5,057,609 | $1.57亿 | 6 | 7 | 13 | 11 | $699.50万 |
| 2026Q1 | 33 | 4,766,038 | $1.33亿 | 11 | 7 | 9 | 2 | $1,820.73万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Allianz SE | 加仓 | $917.87万 |
| AE Wealth Management LLC | 重新持有 | $656.55万 |
| Gradient Investments LLC | 加仓 | $381.07万 |
| Wellment Financial | 新建仓 | $70.22万 |
| POM Investment Strategies, LLC | 新建仓 | $58.30万 |
| SMART Wealth LLC | 新建仓 | $34.16万 |
| Outlook Wealth Advisors, LLC | 新建仓 | $33.01万 |
| STEPHENS INC /AR/ | 加仓 | $29.25万 |
| FWG Investments, LLC. | 新建仓 | $27.66万 |
| Networth Advisors, LLC | 新建仓 | $17.89万 |
| Paladin Wealth, LLC | 加仓 | $10.34万 |
| Quest 10 Wealth Builders, Inc. | 新建仓 | $9.30万 |
| Cetera Investment Advisers | 加仓 | $2.11万 |
| Kestra Advisory Services, LLC | 加仓 | $1.68万 |
| Kingdom Financial Group LLC. | 新建仓 | $6,552 |
| Lloyd Advisory Services, LLC. | 新建仓 | $6,552 |
| Key Capital Management, INC | 新建仓 | $6,440 |
| Decker Retirement Planning Inc. | 新建仓 | $3,584 |
| IFP Advisors, Inc | 加仓 | $560 |
| JPMORGAN CHASE & CO | 重新持有 | $331 |
2026Q1 卖出最多
| Stratos Wealth Advisors, LLC | 减仓 | -$400.28万 |
| A4 Wealth Advisors LLC | 减仓 | -$19.37万 |
| OPTIMA CAPITAL LLC | 清仓 | -$2.25万 |
| Brown Financial Advisors | 减仓 | -$2.20万 |
| Mattson Financial Services, LLC | 减仓 | -$2.19万 |
| ARS Wealth Advisors Group, LLC | 减仓 | -$1.99万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1.57万 |
| Copley Financial Group, Inc. | 减仓 | -$6,160 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 清仓 | -$4,255 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,764 |
| Arax Advisory Partners | 减仓 | -$280 |
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 3,368,931 | $9,433.01万 | 1.46% | 136,097 | 加仓 |
| Allianz SE | 441,294 | $1,235.62万 | 0.14% | 327,810 | 加仓 |
| AE Wealth Management LLC | 234,594 | $656.86万 | 0.04% | 234,482 | 重新持有 |
| STEPHENS INC /AR/ | 129,833 | $363.53万 | 0.05% | 10,447 | 加仓 |
| ARS Wealth Advisors Group, LLC | 122,394 | $342.70万 | 0.29% | -712 | 减仓 |
| Brown Financial Advisors | 100,290 | $280.81万 | 1.06% | -785 | 减仓 |
| Paladin Wealth, LLC | 68,646 | $192.21万 | 1.32% | 3,694 | 加仓 |
| Mattson Financial Services, LLC | 51,660 | $144.65万 | 0.35% | -781 | 减仓 |
| OSAIC HOLDINGS, INC. | 34,275 | $95.97万 | 0.00% | -63 | 减仓 |
| Wellment Financial | 25,078 | $70.22万 | 0.87% | 25,078 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,301 | $65.24万 | 0.00% | -560 | 减仓 |
| POM Investment Strategies, LLC | 20,820 | $58.30万 | 0.72% | 20,820 | 新建仓 |
| A4 Wealth Advisors LLC | 19,448 | $54.45万 | 0.44% | -6,918 | 减仓 |
| Arax Advisory Partners | 17,642 | $49.40万 | 0.01% | -10 | 减仓 |
| CENTAURUS FINANCIAL, INC. | 13,989 | $39.20万 | 0.02% | 0 | 不变 |
| SMART Wealth LLC | 12,201 | $34.16万 | 0.10% | 12,201 | 新建仓 |
| Cetera Investment Advisers | 12,013 | $33.64万 | 0.00% | 755 | 加仓 |
| Outlook Wealth Advisors, LLC | 11,788 | $33.01万 | 0.08% | 11,788 | 新建仓 |
| FWG Investments, LLC. | 9,879 | $27.66万 | 0.18% | 9,879 | 新建仓 |
| Copley Financial Group, Inc. | 9,122 | $25.54万 | 0.15% | -220 | 减仓 |
| Kestra Advisory Services, LLC | 8,660 | $24.25万 | 0.00% | 600 | 加仓 |
| Stratos Wealth Advisors, LLC | 8,570 | $24.00万 | 0.01% | -142,957 | 减仓 |
| Cypress Wealth Services, LLC | 7,726 | $21.63万 | 0.03% | 0 | 不变 |
| Networth Advisors, LLC | 6,391 | $17.89万 | 0.13% | 6,391 | 新建仓 |
| Quest 10 Wealth Builders, Inc. | 3,322 | $9.30万 | 0.08% | 3,322 | 新建仓 |
| NBZ Investment Advisors LLC | 2,083 | $5.83万 | 0.03% | 0 | 不变 |
| IFP Advisors, Inc | 892 | $2.50万 | 0.00% | 20 | 加仓 |
| JPMORGAN CHASE & CO | 332 | $9,150 | 0.00% | 12 | 重新持有 |
| Lloyd Advisory Services, LLC. | 234 | $6,552 | 0.00% | 234 | 新建仓 |
| Kingdom Financial Group LLC. | 234 | $6,552 | 0.00% | 234 | 新建仓 |
| Key Capital Management, INC | 230 | $6,440 | 0.00% | 230 | 新建仓 |
| Decker Retirement Planning Inc. | 128 | $3,584 | 0.00% | 128 | 新建仓 |
| MORGAN STANLEY | 38 | $1,064 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
SEPU 董事、高管和大股东的最新买卖申报。专业版可看 🔒