13F 机构持仓

SGVT SCHWAB STRATEGIC TR

GOVERNMENT MONEY

持有机构数822026Q2
26Q126Q2
机构合计持股(股)1,321,6702026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2821,321,670$1.33亿 30232112-$7.07亿
2026Q1648,335,628$8.40亿 2815178$6.94亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MOULTON WEALTH MANAGEMENT, INC新建仓$4.64亿
Wolfstich Capital, LLC加仓$2.17亿
Advisor OS, LLC新建仓$1,745.19万
MJP ASSOCIATES INC /ADV新建仓$1,703.80万
CALTON & ASSOCIATES, INC.加仓$839.52万
Clear Creek Financial Management, LLC新建仓$794.11万
GOLDMAN SACHS GROUP INC新建仓$442.48万
Worth Asset Management, LLC加仓$189.96万
Vista Cima Wealth Management LLC新建仓$158.27万
Beacon Pointe Advisors, LLC新建仓$127.71万
Focus Partners Wealth新建仓$97.78万
Sanctuary Advisors, LLC加仓$78.71万
Belpointe Asset Management LLC加仓$68.21万
WPWealth LLP新建仓$62.43万
UNITED CAPITAL FINANCIAL ADVISORS, LLC新建仓$60.05万
Mendota Financial Group, LLC新建仓$58.39万
WealthShield Partners, LLC加仓$58.14万
JOHNSON INVESTMENT COUNSEL INC新建仓$49.04万
Pinnacle Family Advisors, LLC加仓$35.35万
Mirador Capital Partners LP新建仓$30.03万

2026Q1 卖出最多

North Berkeley Wealth Management, LLC减仓-$1,763.70万
JANE STREET GROUP, LLC减仓-$803.29万
WealthPlan Investment Management, LLC减仓-$603.96万
Encompass More Asset Management清仓-$500.36万
MGO ONE SEVEN LLC减仓-$310.73万
UPTICK PARTNERS, LLC减仓-$263.57万
Tower Research Capital LLC (TRC)减仓-$253.29万
Addison Capital Co减仓-$252.53万
Crumly & Associates Inc.清仓-$136.83万
STONE LOFT WEALTH MANAGEMENT LLC减仓-$125.81万
Savant Capital, LLC减仓-$118.63万
McAdam, LLC清仓-$84.62万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$78.85万
Almanack Investment Partners, LLC.清仓-$65.37万
Csenge Advisory Group清仓-$61.66万
Cambridge Investment Research Advisors, Inc.减仓-$42.07万
HRT FINANCIAL LP减仓-$41.56万
Focus Partners Advisor Solutions, LLC减仓-$36.69万
Foundations Investment Advisors, LLC减仓-$32.14万
ONE PLUS ONE WEALTH MANAGEMENT, LLC清仓-$27.55万

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
MOULTON WEALTH MANAGEMENT, INC4,610,837$4.64亿76.88%4,610,837新建仓
Wolfstich Capital, LLC2,471,981$2.49亿68.44%2,156,080加仓
Advisor OS, LLC173,271$1,745.19万1.26%173,271新建仓
MJP ASSOCIATES INC /ADV169,162$1,703.80万2.07%169,162新建仓
UPTICK PARTNERS, LLC118,372$1,192.25万2.38%-26,168减仓
CALTON & ASSOCIATES, INC.86,322$869.44万1.25%83,352加仓
Savant Capital, LLC83,303$839.02万0.04%-11,778减仓
Clear Creek Financial Management, LLC78,843$794.11万0.61%78,843新建仓
Addison Capital Co65,973$664.48万1.18%-25,072减仓
Tower Research Capital LLC (TRC)52,155$525.31万0.14%-25,148减仓
North Berkeley Wealth Management, LLC49,478$498.34万2.63%-175,109减仓
GOLDMAN SACHS GROUP INC43,932$442.48万0.00%43,932新建仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP31,388$316.14万0.00%-7,829重新持有
Worth Asset Management, LLC27,573$277.72万1.04%18,860加仓
JANE STREET GROUP, LLC21,311$214.64万0.00%-79,755减仓
Belpointe Asset Management LLC18,437$185.70万0.07%6,772加仓
Bleakley Financial Group, LLC17,845$179.74万0.03%921加仓
Luken Investment Analytics, LLC16,361$164.79万0.63%1,782加仓
Vista Cima Wealth Management LLC15,714$158.27万1.56%15,714新建仓
STONE LOFT WEALTH MANAGEMENT LLC13,338$134.34万0.96%-12,491减仓
Beacon Pointe Advisors, LLC12,680$127.71万0.01%12,680新建仓
WealthShield Partners, LLC11,506$115.89万0.13%5,772加仓
WealthPlan Investment Management, LLC11,167$112.47万0.06%-59,964减仓
Sanctuary Advisors, LLC10,126$101.99万0.01%7,815加仓
Focus Partners Wealth9,708$97.78万0.00%9,708新建仓
Mascagni Wealth Management, Inc.9,293$93.60万0.67%-1,128减仓
Pinnacle Family Advisors, LLC7,497$75.51万0.35%3,510加仓
Claris Financial LLC6,619$66.67万0.36%2,371加仓
Focus Partners Advisor Solutions, LLC6,398$64.44万0.01%-3,643减仓
WPWealth LLP6,198$62.43万0.10%6,198新建仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC5,962$60.05万0.00%5,962新建仓
HRT FINANCIAL LP5,827$58.60万0.00%-4,133减仓
Mendota Financial Group, LLC5,797$58.39万0.43%5,797新建仓
BNP PARIBAS FINANCIAL MARKETS5,269$53.07万0.00%2,916加仓
JOHNSON INVESTMENT COUNSEL INC4,869$49.04万0.00%4,869新建仓
HARBOUR INVESTMENTS, INC.3,557$35.83万0.01%2,937加仓
Flagship Capital Management Inc.3,504$35.29万0.26%20加仓
Foundations Investment Advisors, LLC3,417$34.42万0.00%-3,191减仓
Valtrion Capital Management, LLC3,414$34.39万0.32%-659减仓
Cambridge Investment Research Advisors, Inc.3,308$33.30万0.00%-4,179减仓
Mirador Capital Partners LP2,982$30.03万0.04%2,982新建仓
PRIVATE CLIENT SERVICES, LLC2,980$30.01万0.09%2,980新建仓
AE Wealth Management LLC2,969$29.90万0.00%2,969新建仓
IAMS WEALTH MANAGEMENT, LLC2,867$28.88万0.10%2,867新建仓
INTEGRITY ALLIANCE, LLC.2,596$26.15万0.01%2,596新建仓
Vermillion Wealth Management, Inc.2,538$25.56万0.10%0不变
Capital Planning Advisors, LLC2,480$24.98万0.04%2,480新建仓
Richard P Slaughter Associates Inc2,460$24.78万0.05%2,460新建仓
Arax Advisory Partners2,226$22.42万0.01%2,226新建仓
DAYMARK WEALTH PARTNERS, LLC2,220$22.36万0.01%2,220新建仓

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