13F 机构持仓

SHV ISHARES TR

SHORT TREAS BD

持有机构数7252026Q2
26Q126Q2
机构合计持股(股)88,239,0362026Q2
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
2026Q272588,239,036$97.36亿 4326030971-$3.59亿
2026Q174591,087,000$100.28亿 6428127847$6.44亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Marks Wealth, LLC加仓$2.37亿
FIL Ltd加仓$1.10亿
ENVESTNET ASSET MANAGEMENT INC加仓$9,320.54万
AMERIPRISE FINANCIAL INC加仓$5,614.71万
ROYAL BANK OF CANADA加仓$5,266.31万
Gallagher Fiduciary Advisors, LLC加仓$5,242.01万
Wealthfront Advisers LLC加仓$4,753.11万
A&I FINANCIAL SERVICES, LLC新建仓$4,392.16万
Americana Partners, LLC加仓$4,119.01万
FINANCIAL CONSULATE, INC新建仓$3,628.70万
LPL Financial LLC加仓$3,410.34万
WELLS FARGO & COMPANY/MN加仓$3,174.76万
GFS Advisors, LLC加仓$2,860.85万
Blueprint Investment Partners LLC新建仓$2,668.02万
FIFTH THIRD BANCORP加仓$1,937.27万
Summit Financial, LLC加仓$1,717.23万
Norris Financial Group, LLC加仓$1,608.63万
PERSONAL CFO SOLUTIONS, LLC新建仓$1,416.63万
Blueprint Financial Advisors LLC新建仓$1,252.54万
PRINCIPAL SECURITIES, INC.加仓$1,247.86万

2026Q1 卖出最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$6,947.30万
HSBC HOLDINGS PLC减仓-$4,304.05万
Wealthspire Retirement, LLC减仓-$4,212.37万
True Link Financial Advisors, LLC减仓-$4,193.15万
MORGAN STANLEY减仓-$3,972.13万
OAKWORTH CAPITAL, INC.减仓-$3,473.70万
Concord Wealth Partners减仓-$3,116.97万
Concord Asset Management, LLC/VA清仓-$3,108.56万
Cetera Investment Advisers减仓-$2,205.27万
Strategic Point Investment Advisors, LLC清仓-$2,189.12万
Banco Santander, S.A.减仓-$1,881.13万
UBS Group AG减仓-$1,512.31万
Cerity Partners LLC减仓-$1,283.40万
Crescent Grove Advisors, LLC减仓-$1,249.50万
BANK OF AMERICA CORP /DE/减仓-$1,180.44万
Ausdal Financial Partners, Inc.减仓-$1,068.61万
Bulltick Wealth Management, LLC减仓-$1,006.88万
BlackRock, Inc.减仓-$820.79万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$808.14万
BANK OF MONTREAL /CAN/减仓-$759.22万

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
BlackRock, Inc.17,874,358$19.73亿0.03%-74,354减仓
MORGAN STANLEY5,613,698$6.20亿0.04%-359,827减仓
WELLS FARGO & COMPANY/MN5,237,551$5.78亿0.11%287,595加仓
LPL Financial LLC3,372,278$3.72亿0.10%308,936加仓
BANK OF AMERICA CORP /DE/2,998,060$3.31亿0.02%-106,934减仓
Marks Wealth, LLC2,158,181$2.38亿62.68%2,149,614加仓
Wealthfront Advisers LLC2,048,039$2.26亿0.50%430,574加仓
ENVESTNET ASSET MANAGEMENT INC1,952,895$2.16亿0.06%844,328加仓
UBS Group AG1,672,404$1.85亿0.03%-136,997减仓
JPMORGAN CHASE & CO1,498,524$1.65亿0.01%-35,223减仓
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,432,889$1.57亿1.10%101,184加仓
ROYAL BANK OF CANADA1,369,661$1.51亿0.03%477,064加仓
RAYMOND JAMES FINANCIAL INC1,332,318$1.47亿0.05%-57,271减仓
AMERIPRISE FINANCIAL INC1,096,052$1.21亿0.03%508,522加仓
Wealthspire Retirement, LLC1,034,731$1.14亿6.85%-381,590减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC999,682$1.10亿0.22%-630,885减仓
FIL Ltd994,888$1.10亿0.09%994,495加仓
STIFEL FINANCIAL CORP884,679$9,766.18万0.09%11,620加仓
Trust Co790,499$8,726.32万8.18%24,795加仓
Americana Partners, LLC784,593$8,661.12万2.25%373,133加仓
OAKWORTH CAPITAL, INC.698,718$7,713.15万4.08%-314,675减仓
ASSETMARK, INC670,664$7,403.46万0.15%-15,972减仓
Betterment LLC651,818$7,195.40万0.14%-54,327减仓
Townsend & Associates, Inc645,959$7,125.57万4.92%21,620加仓
Cetera Investment Advisers562,738$6,212.06万0.07%-199,771减仓
Rockefeller Capital Management L.P.555,335$6,130.35万0.11%27,265加仓
Cynosure Group, LLC546,422$6,031.95万7.54%-12,007减仓
TRUIST FINANCIAL CORP540,099$5,962.15万0.08%-22,689减仓
White Lighthouse Investment Management Inc.519,501$5,734.77万7.96%47,081加仓
Acorns Advisers, LLC486,564$5,371.20万0.40%19,520加仓
Gallagher Fiduciary Advisors, LLC479,208$5,289.98万0.06%474,863加仓
Hansen & Associates Financial Group, Inc.474,887$5,229.45万29.54%-18,591减仓
Ausdal Financial Partners, Inc.427,077$4,714.51万2.09%-96,803减仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417,431$4,608.02万0.23%-38,136减仓
COMMONWEALTH EQUITY SERVICES, LLC415,538$4,587.13万0.06%-73,208减仓
A&I FINANCIAL SERVICES, LLC397,877$4,392.16万20.81%397,877新建仓
Foundations Investment Advisors, LLC393,978$4,349.12万0.54%37,435加仓
LaSalle St. Investment Advisors, LLC384,338$4,242.71万5.98%81,707加仓
Able Wealth Management LLC384,120$4,240.30万11.34%13,941加仓
Summit Financial, LLC380,800$4,203.65万0.54%155,560加仓
BANK OF NOVA SCOTIA366,024$4,040.93万0.07%-30,874减仓
Focus Partners Wealth357,161$3,942.71万0.04%-7,538减仓
Cerity Partners LLC352,884$3,895.52万0.06%-116,259减仓
GFS Advisors, LLC568,359$3,686.88万1.72%441,020加仓
MASECO LLP332,850$3,674.33万1.15%-7,775减仓
FINANCIAL CONSULATE, INC328,716$3,628.70万4.52%328,716新建仓
OPPENHEIMER & CO INC326,348$3,602.56万0.44%30,822加仓
Family Manage LLC310,017$3,422.27万4.10%9,158加仓
MML INVESTORS SERVICES, LLC309,732$3,419.13万0.09%-59,998减仓
Advisory Services Network, LLC294,329$3,249.10万0.43%-10,588减仓

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