SMMU PIMCO ETF TR
SHTRM MUN BD ACT
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 | 201 | 18,336,859 | $9.26亿 | 17 | 102 | 53 | 15 | $5,496.15万 |
| 2026Q1 | 196 | 17,697,184 | $8.93亿 | 23 | 89 | 53 | 10 | $3,325.97万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $1,432.80万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1,068.80万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $634.94万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $552.54万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $519.60万 |
| Private Advisor Group, LLC | 加仓 | $304.86万 |
| STIFEL FINANCIAL CORP | 加仓 | $283.50万 |
| LPL Financial LLC | 加仓 | $254.27万 |
| John A. Wolfe & Associates, Inc. | 加仓 | $207.89万 |
| HB Wealth Management, LLC | 新建仓 | $152.60万 |
| Garden State Investment Advisory Services LLC | 新建仓 | $140.09万 |
| Syntegra Private Wealth Group, LLC | 新建仓 | $139.11万 |
| GeoWealth Management, LLC | 加仓 | $122.62万 |
| Summit Financial, LLC | 加仓 | $113.21万 |
| Triad Wealth Partners, LLC | 新建仓 | $104.92万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $99.99万 |
| Crumly & Associates Inc. | 加仓 | $96.90万 |
| SFG Wealth Management, LLC. | 新建仓 | $92.91万 |
| Rockport Wealth LLC | 加仓 | $89.12万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $87.22万 |
2026Q2 卖出最多
| Gateway Wealth Partners, LLC | 减仓 | -$471.44万 |
| SAGESPRING WEALTH PARTNERS, LLC | 减仓 | -$296.92万 |
| Independent Advisor Alliance | 清仓 | -$258.20万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$235.01万 |
| HighPoint Advisor Group LLC | 减仓 | -$169.48万 |
| JPMORGAN CHASE & CO | 减仓 | -$150.41万 |
| UNIQUE WEALTH, LLC | 清仓 | -$150.07万 |
| BESSEMER GROUP INC | 清仓 | -$144.80万 |
| Cetera Investment Advisers | 减仓 | -$139.50万 |
| JANE STREET GROUP, LLC | 清仓 | -$122.84万 |
| SITTNER & NELSON, LLC | 减仓 | -$118.00万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$112.00万 |
| HOLLENCREST CAPITAL MANAGEMENT | 减仓 | -$99.56万 |
| CarsonAllaria Wealth Management, Ltd. | 减仓 | -$96.28万 |
| Elequin Capital, LP | 重新持有 | -$78.28万 |
| Canvas Wealth Advisors, LLC | 清仓 | -$74.36万 |
| LongView Wealth Management | 清仓 | -$61.37万 |
| Capital Asset Advisory Services LLC | 减仓 | -$59.51万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$56.04万 |
| Beacon Capital Management, LLC | 清仓 | -$37.51万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,573,247 | $1.80亿 | 0.01% | 283,722 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,370,095 | $6,918.98万 | 0.11% | 211,644 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,282,365 | $6,475.94万 | 0.00% | 125,731 | 加仓 |
| Stonebridge Financial Group, LLC | 1,050,787 | $5,306.48万 | 4.03% | -5,478 | 减仓 |
| Cetera Investment Advisers | 612,120 | $3,091.20万 | 0.03% | -27,623 | 减仓 |
| JPMORGAN CHASE & CO | 606,473 | $3,064.51万 | 0.00% | -29,767 | 减仓 |
| LPL Financial LLC | 599,248 | $3,026.20万 | 0.01% | 50,351 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 495,505 | $2,496.35万 | 0.04% | -1,552 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 427,458 | $2,158.66万 | 0.01% | 109,414 | 加仓 |
| Biltmore Wealth Management, LLC | 424,580 | $2,144.13万 | 6.69% | 6,051 | 加仓 |
| John A. Wolfe & Associates, Inc. | 403,445 | $2,037.40万 | 28.06% | 41,167 | 加仓 |
| OSAIC HOLDINGS, INC. | 402,335 | $2,031.83万 | 0.02% | 12,359 | 加仓 |
| TD Capital Management LLC | 401,878 | $2,029.48万 | 1.66% | -972 | 减仓 |
| WELLS FARGO & COMPANY/MN | 380,329 | $1,920.66万 | 0.00% | 102,890 | 加仓 |
| CONDOR CAPITAL MANAGEMENT | 268,866 | $1,357.78万 | 1.02% | 444 | 加仓 |
| STIFEL FINANCIAL CORP | 233,000 | $1,176.66万 | 0.01% | 56,138 | 加仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 207,752 | $1,049.15万 | 0.16% | -58,796 | 减仓 |
| Kelman-Lazarov, Inc. | 172,326 | $870.25万 | 1.14% | 11,223 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 172,039 | $868.80万 | 0.14% | 14 | 重新持有 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 161,569 | $815.93万 | 2.09% | 626 | 加仓 |
| Vise Technologies, Inc. | 157,391 | $794.82万 | 0.09% | 9,757 | 加仓 |
| Capital Asset Advisory Services LLC | 157,016 | $792.93万 | 0.29% | -11,784 | 减仓 |
| Odyssey Group, LLC | 149,344 | $754.19万 | 2.04% | — | — |
| Integrated Wealth Concepts LLC | 142,552 | $719.90万 | 0.04% | 9,745 | 加仓 |
| Quotient Wealth Partners, LLC | 139,502 | $704.48万 | 0.17% | 5,754 | 加仓 |
| Allworth Financial LP | 132,622 | $669.74万 | 0.03% | -123 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 127,653 | $644.65万 | 0.00% | 14,489 | 加仓 |
| Crumly & Associates Inc. | 124,280 | $627.62万 | 1.20% | 19,189 | 加仓 |
| Optimus Capital Advisors, LLC | 109,261 | $551.77万 | 2.96% | 5,886 | 加仓 |
| MAI Capital Management | 104,708 | $528.77万 | 0.02% | 5,892 | 加仓 |
| NewEdge Advisors, LLC | 102,358 | $516.91万 | 0.02% | 10,578 | 加仓 |
| HighPoint Advisor Group LLC | 97,181 | $490.77万 | 0.17% | -33,560 | 减仓 |
| MBM WEALTH CONSULTANTS, LLC | 92,079 | $465.00万 | 0.90% | 12,444 | 加仓 |
| Gateway Wealth Partners, LLC | 80,456 | $406.30万 | 0.24% | -93,354 | 减仓 |
| ABLE Financial Group, LLC | 77,211 | $389.92万 | 0.65% | 16,025 | 加仓 |
| Summit Financial, LLC | 75,833 | $382.96万 | 0.04% | 22,417 | 加仓 |
| CarsonAllaria Wealth Management, Ltd. | 75,773 | $382.65万 | 1.66% | -19,066 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 73,062 | $368.96万 | 0.00% | 15,004 | 加仓 |
| YHB Investment Advisors, Inc. | 67,612 | $341.44万 | 0.22% | 9,925 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 66,901 | $337.98万 | 0.00% | 17,185 | 加仓 |
| Private Advisor Group, LLC | 66,002 | $333.31万 | 0.02% | 60,367 | 加仓 |
| Milestone Investment Advisors LLC | 66,000 | $333.30万 | 0.72% | 166 | 加仓 |
| Certified Advisory Corp | 65,011 | $328.31万 | 0.26% | 9,906 | 加仓 |
| Waverly Advisors, LLC | 61,587 | $311.01万 | 0.02% | 15,149 | 加仓 |
| SITTNER & NELSON, LLC | 60,118 | $303.60万 | 0.96% | -23,367 | 减仓 |
| Bank of New York Mellon Corp | 57,439 | $290.07万 | 0.00% | -514 | 减仓 |
| CFS Investment Advisory Services, LLC | 56,772 | $286.24万 | 0.19% | -191 | 减仓 |
| DAVENPORT & Co LLC | 56,425 | $284.94万 | 0.01% | 11,765 | 加仓 |
| Prime Capital Investment Advisors, LLC | 52,465 | $264.95万 | 0.03% | 4,540 | 加仓 |
| Stokes Capital Advisors, LLC | 50,000 | $252.50万 | 0.54% | 10,000 | 加仓 |
内部人交易（Form 4）
SMMU 董事、高管和大股东的最新买卖申报。专业版可看 🔒