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 🔒

2026Q2 买入最多

Savant Capital, LLC加仓$933.93万
Clear Creek Financial Management, LLC加仓$574.90万
FULCRUM WEALTH ADVISORS, LLC新建仓$314.88万
Addison Capital Co加仓$227.57万
Tower Research Capital LLC (TRC)加仓$155.45万
PERSPECTIVE WEALTH ADVISORS LLC新建仓$154.76万
Mariner, LLC新建仓$148.43万
WPG Advisers, LLC新建仓$142.25万
Cambridge Investment Research Advisors, Inc.加仓$135.69万
Farther Finance Advisors, LLC新建仓$129.66万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$117.57万
Compass Ion Advisors, LLC新建仓$110.08万
EP Wealth Advisors, LLC新建仓$95.52万
Bleakley Financial Group, LLC加仓$85.13万
Mills Wealth Advisors LLC新建仓$68.03万
PRIVATE CLIENT SERVICES, LLC加仓$65.95万
Parkwoods Wealth Partners, LLC新建仓$63.06万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC新建仓$61.21万
FCG Investment Co新建仓$59.28万
OpenArc Corporate Advisory, LLC新建仓$54.99万

2026Q2 卖出最多

MOULTON WEALTH MANAGEMENT, INC清仓-$4.64亿
Wolfstich Capital, LLC清仓-$2.49亿
CALTON & ASSOCIATES, INC.减仓-$797.65万
North Berkeley Wealth Management, LLC清仓-$498.34万
Advisor OS, LLC减仓-$361.06万
GOLDMAN SACHS GROUP INC减仓-$358.59万
MJP ASSOCIATES INC /ADV减仓-$319.67万
UPTICK PARTNERS, LLC减仓-$220.21万
Worth Asset Management, LLC减仓-$177.46万
UBS Group AG重新持有-$130.47万
WealthShield Partners, LLC清仓-$115.89万
Beacon Pointe Advisors, LLC减仓-$78.38万
Focus Partners Wealth减仓-$75.28万
Vista Cima Wealth Management LLC减仓-$65.30万
Sanctuary Advisors, LLC减仓-$63.73万
HRT FINANCIAL LP清仓-$58.60万
Mendota Financial Group, LLC清仓-$58.39万
JOHNSON INVESTMENT COUNSEL INC清仓-$49.04万
Foundations Investment Advisors, LLC清仓-$34.42万
Valtrion Capital Management, LLC清仓-$34.39万

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
Savant Capital, LLC176,019$1,773.05万0.05%92,716加仓
Advisor OS, LLC137,430$1,384.47万0.92%-35,841减仓
MJP ASSOCIATES INC /ADV137,430$1,384.47万1.51%-31,732减仓
Clear Creek Financial Management, LLC135,911$1,369.17万0.88%57,068加仓
UPTICK PARTNERS, LLC96,513$972.27万1.51%-21,859减仓
Addison Capital Co88,563$892.19万1.46%22,590加仓
Tower Research Capital LLC (TRC)67,586$680.86万0.17%15,431加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP43,059$433.78万0.00%11,671加仓
FULCRUM WEALTH ADVISORS, LLC31,257$314.88万2.41%31,257新建仓
Bleakley Financial Group, LLC26,295$264.90万0.03%8,450加仓
Belpointe Asset Management LLC19,546$196.91万0.06%1,109加仓
JANE STREET GROUP, LLC18,833$189.72万0.00%-2,478减仓
Cambridge Investment Research Advisors, Inc.16,782$169.00万0.00%13,474加仓
PERSPECTIVE WEALTH ADVISORS LLC15,362$154.76万0.85%15,362新建仓
Luken Investment Analytics, LLC14,891$150.01万0.52%-1,470减仓
Mariner, LLC14,734$148.43万0.00%14,734新建仓
WPG Advisers, LLC14,121$142.25万0.84%14,121新建仓
Farther Finance Advisors, LLC12,871$129.66万0.01%12,871新建仓
STONE LOFT WEALTH MANAGEMENT LLC12,648$127.26万0.72%-690减仓
Compass Ion Advisors, LLC10,927$110.08万0.09%10,927新建仓
Mascagni Wealth Management, Inc.10,916$109.96万0.68%1,623加仓
Worth Asset Management, LLC9,957$100.31万0.32%-17,616减仓
WPWealth LLP9,926$99.99万0.15%3,728加仓
PRIVATE CLIENT SERVICES, LLC9,527$95.97万0.25%6,547加仓
EP Wealth Advisors, LLC9,482$95.52万0.00%9,482新建仓
Vista Cima Wealth Management LLC9,232$93.00万0.69%-6,482减仓
WealthPlan Investment Management, LLC8,872$89.38万0.04%-2,295减仓
GOLDMAN SACHS GROUP INC8,336$83.98万0.00%-35,596减仓
Pinnacle Family Advisors, LLC7,497$75.52万0.32%0不变
BNP PARIBAS FINANCIAL MARKETS7,144$71.97万0.00%1,875加仓
CALTON & ASSOCIATES, INC.7,143$71.96万0.11%-79,179减仓
Mills Wealth Advisors LLC6,753$68.03万0.21%6,753新建仓
Parkwoods Wealth Partners, LLC6,260$63.06万0.10%6,260新建仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,085$61.21万0.00%6,085新建仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC6,011$60.55万0.00%49加仓
FCG Investment Co5,884$59.28万0.20%5,884新建仓
OpenArc Corporate Advisory, LLC5,459$54.99万0.01%5,459新建仓
Main Street Financial Solutions, LLC4,975$50.12万0.03%4,975新建仓
KINGSWOOD WEALTH ADVISORS, LLC4,957$49.93万0.02%4,957新建仓
Beacon Pointe Advisors, LLC4,900$49.36万0.00%-7,780减仓
Focus Partners Advisor Solutions, LLC4,487$45.20万0.00%-1,911减仓
Creative Planning4,349$43.81万0.00%4,349新建仓
Aptus Capital Advisors, LLC4,306$43.38万0.00%3,416加仓
United Advisor Group, LLC4,022$40.52万0.04%1,627重新持有
Sanctuary Advisors, LLC3,800$38.29万0.00%-6,326减仓
Strait & Sound Wealth Management LLC3,603$36.30万0.13%3,603新建仓
CREATIVE FINANCIAL DESIGNS INC /ADV3,581$36.08万0.02%1,544加仓
Flagship Capital Management Inc.3,533$35.59万0.22%29加仓
OneDigital Investment Advisors LLC3,371$33.96万0.00%3,371新建仓
Keel Point, LLC3,370$33.95万0.02%3,370新建仓

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