SMLF ISHARES TR
US SML CAP EQT
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 | 300 | 39,228,726 | $34.95亿 | 38 | 123 | 91 | 12 | $2.66亿 |
| 2026Q1 | 269 | 36,276,101 | $27.44亿 | 29 | 120 | 75 | 13 | $3.89亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1.63亿 |
| Advance Capital Management, Inc. | 新建仓 | $1.17亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $4,830.44万 |
| Annex Advisory Services, LLC | 新建仓 | $4,234.70万 |
| FMR LLC | 加仓 | $2,727.97万 |
| Modern Wealth Management, LLC | 加仓 | $1,735.93万 |
| AssuredPartners Investment Advisors, LLC | 新建仓 | $1,249.50万 |
| LPL Financial LLC | 加仓 | $1,179.92万 |
| AllGen Financial Advisors, Inc. | 新建仓 | $1,160.38万 |
| Integrated Wealth Concepts LLC | 加仓 | $963.56万 |
| Valmark Advisers, Inc. | 加仓 | $930.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $793.43万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $717.91万 |
| Cetera Investment Advisers | 加仓 | $669.35万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $590.94万 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 加仓 | $475.68万 |
| YHB Investment Advisors, Inc. | 加仓 | $413.90万 |
| Systelligence, LLC | 加仓 | $403.24万 |
| UBS Group AG | 加仓 | $383.66万 |
| MORGAN STANLEY | 加仓 | $372.18万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$5,376.56万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$3,185.34万 |
| Hennion & Walsh Asset Management, Inc. | 清仓 | -$2,170.86万 |
| Thrivent Financial for Lutherans | 减仓 | -$1,867.47万 |
| Foundations Investment Advisors, LLC | 清仓 | -$1,776.82万 |
| Seneca House Advisors | 清仓 | -$736.62万 |
| Anfield Capital Management, LLC | 减仓 | -$733.10万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$386.38万 |
| River Wealth Advisors LLC | 减仓 | -$321.53万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$283.87万 |
| Denver PWM, LLC | 减仓 | -$232.26万 |
| BlackRock, Inc. | 减仓 | -$224.97万 |
| PTM WEALTH MANAGEMENT, LLC | 减仓 | -$220.96万 |
| EXCHANGE TRADED CONCEPTS, LLC | 减仓 | -$212.71万 |
| Pacific Center for Financial Services | 减仓 | -$154.24万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$108.25万 |
| LWM Advisory Services, LLC | 减仓 | -$101.70万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$93.92万 |
| Focus Partners Wealth | 减仓 | -$80.71万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$73.87万 |
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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | 3,836,442 | $2.90亿 | 13.78% | 25,602 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,968,821 | $2.24亿 | 0.04% | 639,878 | 加仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,584,398 | $1.95亿 | 0.03% | 2,159,510 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,986,402 | $1.50亿 | 0.03% | -421,736 | 减仓 |
| Advance Capital Management, Inc. | 1,545,786 | $1.17亿 | 4.42% | 1,545,786 | 新建仓 |
| LPL Financial LLC | 1,544,842 | $1.17亿 | 0.03% | 156,301 | 加仓 |
| Valmark Advisers, Inc. | 1,334,635 | $1.01亿 | 1.20% | 123,234 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,002,137 | $7,565.13万 | 0.01% | -712,222 | 减仓 |
| Acropolis Investment Management, LLC | 979,045 | $7,390.81万 | 3.27% | 10,415 | 加仓 |
| FMR LLC | 782,568 | $5,907.60万 | 0.00% | 361,369 | 加仓 |
| Cetera Investment Advisers | 753,749 | $5,690.05万 | 0.06% | 88,667 | 加仓 |
| Modern Wealth Management, LLC | 733,974 | $5,581.14万 | 0.96% | 228,292 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 667,125 | $5,036.13万 | 0.43% | 0 | 不变 |
| HighTower Advisors, LLC | 591,028 | $4,461.88万 | 0.05% | 28,885 | 加仓 |
| Annex Advisory Services, LLC | 560,961 | $4,234.70万 | 0.79% | 560,961 | 新建仓 |
| Financial Management Professionals, Inc. | 523,190 | $3,949.56万 | 4.43% | 6,050 | 加仓 |
| Cornerstone Planning Group LLC | 471,147 | $3,925.12万 | 5.22% | 37,561 | 加仓 |
| Clearwater Capital Advisors, LLC | 479,209 | $3,617.55万 | 2.92% | 11,204 | 加仓 |
| BlackRock, Inc. | 439,803 | $3,320.07万 | 0.00% | -29,801 | 减仓 |
| Ullmann Wealth Partners Group, LLC | 432,829 | $3,267.42万 | 3.39% | -5,223 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 393,318 | $2,969.16万 | 0.01% | 105,104 | 加仓 |
| Pacific Center for Financial Services | 378,287 | $2,855.69万 | 7.24% | -20,432 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 378,209 | $2,855.10万 | 0.07% | 31,477 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 325,311 | $2,455.77万 | 0.03% | 95,100 | 加仓 |
| River Wealth Advisors LLC | 317,974 | $2,400.38万 | 2.76% | -42,592 | 减仓 |
| Madison Wealth Partners, Inc | 304,934 | $2,301.94万 | 3.67% | 1,168 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 292,422 | $2,207.50万 | 0.01% | 78,280 | 加仓 |
| OSAIC HOLDINGS, INC. | 291,498 | $2,201.04万 | 0.03% | 3,485 | 加仓 |
| Focus Partners Wealth | 289,889 | $2,195.13万 | 0.02% | -10,659 | 减仓 |
| Fox Financial, Inc | 283,376 | $2,139.21万 | 17.46% | 1,077 | 加仓 |
| Private Advisor Group, LLC | 274,728 | $2,073.92万 | 0.10% | 3,240 | 加仓 |
| RESTON WEALTH MANAGEMENT LLC | 266,288 | $2,010.21万 | 6.16% | 4,475 | 加仓 |
| INTEGRITY ALLIANCE, LLC. | 260,869 | $1,969.30万 | 0.75% | 20,969 | 加仓 |
| Systelligence, LLC | 217,574 | $1,642.47万 | 3.19% | 53,416 | 加仓 |
| MORGAN STANLEY | 214,680 | $1,620.62万 | 0.00% | 49,302 | 加仓 |
| UBS Group AG | 210,410 | $1,588.39万 | 0.00% | 50,822 | 加仓 |
| Family Office Research LLC | 205,416 | $1,550.68万 | 6.80% | 2,337 | 加仓 |
| YHB Investment Advisors, Inc. | 189,835 | $1,433.06万 | 1.03% | 54,829 | 加仓 |
| Beacon Pointe Advisors, LLC | 187,947 | $1,418.81万 | 0.08% | 40,080 | 加仓 |
| Geneos Wealth Management Inc. | 180,534 | $1,362.85万 | 0.32% | 21,710 | 加仓 |
| PEAPACK GLADSTONE FINANCIAL CORP | 178,607 | $1,348.30万 | 0.17% | 36,432 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 166,740 | $1,258.72万 | 0.09% | -28,177 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 163,184 | $1,249.50万 | 1.36% | 163,184 | 新建仓 |
| Janney Montgomery Scott LLC | 160,575 | $1,212.20万 | 0.03% | -4,794 | 减仓 |
| PTM WEALTH MANAGEMENT, LLC | 151,580 | $1,160.65万 | 6.15% | -28,857 | 减仓 |
| AllGen Financial Advisors, Inc. | 153,712 | $1,160.38万 | 2.75% | 153,712 | 新建仓 |
| WCG Wealth Advisors LLC | 150,336 | $1,134.88万 | 0.32% | 3,996 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 149,751 | $1,130.47万 | 0.02% | -14,340 | 减仓 |
| Stratos Wealth Partners, LTD. | 147,708 | $1,115.05万 | 0.13% | 8,860 | 加仓 |
| MML INVESTORS SERVICES, LLC | 147,628 | $1,114.44万 | 0.03% | -9,785 | 减仓 |
内部人交易（Form 4）
SMLF 董事、高管和大股东的最新买卖申报。专业版可看 🔒