13F 机构持仓

SLYV SPDR SER TR

S&P 600 SMCP VAL

持有机构数6192026Q2
26Q126Q2
机构合计持股(股)30,442,2712026Q2
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
2026Q261930,442,271$33.17亿 4319524629$2.33亿
2026Q160028,372,115$26.85亿 3918524724-$1.57亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Waverly Advisors, LLC加仓$1,797.78万
Private Advisor Group, LLC加仓$944.44万
Independent Advisor Alliance加仓$877.80万
MORGAN STANLEY加仓$547.73万
Janney Montgomery Scott LLC新建仓$314.00万
Blue Capital, Inc.新建仓$221.26万
Quartz Partners, LLC新建仓$213.70万
JONES FINANCIAL COMPANIES LLLP加仓$211.76万
Leslie Global Wealth, LLC加仓$204.99万
Savvy Advisors, Inc.加仓$191.76万
OSAIC HOLDINGS, INC.加仓$186.33万
STEVENS CAPITAL PARTNERS加仓$174.45万
Summit Financial, LLC加仓$170.56万
JANE STREET GROUP, LLC加仓$155.36万
One Day In July LLC加仓$154.55万
NorthRock Partners, LLC加仓$153.59万
Pinnacle Family Advisors, LLC加仓$141.83万
ENVESTNET ASSET MANAGEMENT INC加仓$137.45万
MONECO ADVISORS, LLC加仓$132.57万
Everhart Financial Group, Inc.加仓$110.63万

2026Q1 卖出最多

LPL Financial LLC减仓-$4,562.66万
HighTower Advisors, LLC减仓-$3,116.94万
BANK OF AMERICA CORP /DE/减仓-$3,077.78万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$1,804.68万
TIAA TRUST, NATIONAL ASSOCIATION减仓-$1,433.09万
Morningstar Investment Management LLC减仓-$1,235.39万
AMERIPRISE FINANCIAL INC减仓-$1,112.31万
Creative Planning减仓-$978.10万
Goelzer Investment Management, Inc.减仓-$832.43万
Financial Engines Advisors L.L.C.减仓-$728.80万
Corient Private Wealth LP减仓-$666.86万
CHARLES SCHWAB INVESTMENT MANAGEMENT INC减仓-$479.55万
OpenArc Corporate Advisory, LLC减仓-$366.27万
CITADEL ADVISORS LLC清仓-$356.96万
Stratos Wealth Partners, LTD.减仓-$325.01万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$222.20万
Equitable Holdings, Inc.减仓-$155.19万
Balance Wealth Partners LLC减仓-$132.27万
Savant Capital, LLC减仓-$124.25万
Cambridge Financial Group, LLC减仓-$124.07万

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
LPL Financial LLC5,171,149$4.89亿0.13%-482,413减仓
Financial Engines Advisors L.L.C.1,083,473$1.02亿0.20%-77,057减仓
BANK OF AMERICA CORP /DE/1,044,189$9,875.94万0.01%-325,415减仓
Cannon Financial Strategists, Inc.1,008,055$9,534.18万12.53%6,109加仓
NorthRock Partners, LLC797,912$7,546.66万1.19%16,239加仓
Goelzer Investment Management, Inc.791,132$7,482.53万3.62%-88,013减仓
AMERIPRISE FINANCIAL INC596,186$5,648.98万0.01%-117,392减仓
MORGAN STANLEY556,444$5,262.86万0.00%57,912加仓
WCG Wealth Advisors LLC380,646$3,600.14万1.01%10,447加仓
Creative Planning354,764$3,355.36万0.02%-103,415减仓
Rodgers & Associates, LTD323,904$3,063.48万3.12%-9,935减仓
Fragasso Financial Advisors Inc310,080$2,960.34万1.71%-7,637减仓
Dean, Jacobson Financial Services, LLC290,705$2,749.49万16.89%5,634加仓
Equitable Holdings, Inc.300,150$2,730.61万0.17%-17,058减仓
Cerity Partners LLC286,054$2,705.50万0.04%-3,620减仓
BRANDYWINE OAK PRIVATE WEALTH LLC284,817$2,693.79万2.26%-3,039减仓
Klingman & Associates, LLC281,041$2,658.09万1.27%-757减仓
Evensky & Katz LLC266,705$2,522.50万1.43%-11,775减仓
WELLS FARGO & COMPANY/MN261,675$2,474.92万0.00%8,494加仓
Focus Partners Wealth257,619$2,436.57万0.03%-11,130减仓
Morningstar Investment Management LLC255,802$2,419.38万1.50%-130,619减仓
American Financial Advisors, LLC249,707$2,361.73万3.15%-5,931减仓
Waverly Advisors, LLC235,509$2,227.45万0.17%190,080加仓
ENVESTNET ASSET MANAGEMENT INC230,860$2,183.47万0.01%14,533加仓
OSAIC HOLDINGS, INC.227,746$2,154.46万0.03%19,697加仓
OpenArc Corporate Advisory, LLC218,603$2,067.54万0.30%-38,726减仓
CANANDAIGUA NATIONAL CORP215,562$2,038.79万1.82%——
HighTower Advisors, LLC212,970$2,014.27万0.02%-329,556减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC211,783$2,010.88万0.04%-190,067减仓
First National Trust Co209,172$1,978.35万0.67%1,427加仓
Wrenne Financial Planning LLC202,964$1,919.63万7.53%6,618加仓
Convergence Financial, LLC201,126$1,912.37万2.03%-10,015减仓
Financial Strategies Group, Inc.184,749$1,903.65万3.18%9,804加仓
One Day In July LLC201,263$1,903.54万1.52%16,341加仓
COMMONWEALTH EQUITY SERVICES, LLC191,988$1,815.82万0.03%5,298加仓
Avantax Planning Partners, Inc.183,763$1,738.03万0.48%-4,670减仓
Key Financial Inc183,039$1,731.18万3.08%1,369加仓
GHP Investment Advisors, Inc.181,789$1,719.35万0.71%1,713加仓
FAS Wealth Partners, Inc.177,007$1,674.13万1.04%2,366加仓
Private Advisor Group, LLC159,120$1,504.95万0.07%99,856加仓
SAGE FINANCIAL GROUP INC159,064$1,504.43万0.98%-1,026减仓
UBS Group AG151,055$1,428.68万0.00%232加仓
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC147,316$1,393.31万0.05%——
Lutz Financial Services LLC138,450$1,309.46万0.88%-4,981减仓
Optimist Retirement Group LLC137,102$1,296.71万5.72%-4,355减仓
JONES FINANCIAL COMPANIES LLLP132,901$1,236.80万0.01%22,755加仓
Rothschild Wealth LLC128,808$1,218.26万1.10%1,895加仓
BALANCED WEALTH GROUP LLC127,046$1,201.61万4.30%-3,237减仓
Baird Financial Group, Inc.125,097$1,183.17万0.02%5,588加仓
CarsonAllaria Wealth Management, Ltd.124,435$1,176.91万5.81%2,116加仓

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