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 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $1,850.50万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $558.00万 |
| Integrated Wealth Concepts LLC | 加仓 | $535.56万 |
| Gateway Wealth Partners, LLC | 加仓 | $486.56万 |
| CWM, LLC | 加仓 | $428.99万 |
| OSAIC HOLDINGS, INC. | 加仓 | $368.55万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $335.82万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $327.31万 |
| Bank of New York Mellon Corp | 新建仓 | $292.37万 |
| Independent Advisor Alliance | 新建仓 | $258.20万 |
| LPL Financial LLC | 加仓 | $223.83万 |
| Stokes Capital Advisors, LLC | 新建仓 | $201.80万 |
| Lakeridge Wealth Management LLC | 新建仓 | $159.47万 |
| Summit Financial, LLC | 加仓 | $157.17万 |
| BESSEMER GROUP INC | 新建仓 | $144.80万 |
| STIFEL FINANCIAL CORP | 加仓 | $135.42万 |
| GeoWealth Management, LLC | 新建仓 | $121.00万 |
| Capital Asset Advisory Services LLC | 加仓 | $118.45万 |
| Kelman-Lazarov, Inc. | 加仓 | $115.62万 |
| Milestone Investment Advisors LLC | 加仓 | $111.18万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,146.43万 |
| SAGESPRING WEALTH PARTNERS, LLC | 减仓 | -$1,041.03万 |
| JPMORGAN CHASE & CO | 减仓 | -$963.74万 |
| John A. Wolfe & Associates, Inc. | 减仓 | -$628.64万 |
| Cetera Investment Advisers | 减仓 | -$281.92万 |
| Cedar Point Capital Partners, LLC | 减仓 | -$226.85万 |
| CITADEL ADVISORS LLC | 减仓 | -$215.07万 |
| FLOW TRADERS U.S. LLC | 重新持有 | -$164.42万 |
| LongView Wealth Management | 减仓 | -$100.98万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$98.36万 |
| UNIQUE WEALTH, LLC | 减仓 | -$91.34万 |
| SAGE RHINO CAPITAL LLC | 清仓 | -$71.57万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$67.37万 |
| Westside Investment Management, Inc. | 减仓 | -$63.82万 |
| Cerity Partners LLC | 减仓 | -$61.59万 |
| Stonebridge Financial Group, LLC | 减仓 | -$38.10万 |
| OneDigital Investment Advisors LLC | 减仓 | -$35.19万 |
| Krilogy Financial LLC | 清仓 | -$29.99万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$29.67万 |
| UBS Group AG | 减仓 | -$27.20万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,289,525 | $1.66亿 | 0.01% | 366,799 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,158,451 | $5,844.34万 | 0.10% | 110,605 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,156,634 | $5,835.22万 | 0.00% | 64,878 | 加仓 |
| Stonebridge Financial Group, LLC | 1,056,265 | $5,328.86万 | 4.38% | -7,552 | 减仓 |
| CWM, LLC | 796,197 | $4,016.82万 | 0.11% | 85,033 | 加仓 |
| Cetera Investment Advisers | 639,743 | $3,227.50万 | 0.03% | -55,882 | 减仓 |
| JPMORGAN CHASE & CO | 636,240 | $3,207.29万 | 0.00% | -191,180 | 减仓 |
| LPL Financial LLC | 548,897 | $2,769.19万 | 0.01% | 44,367 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 497,057 | $2,506.66万 | 0.05% | -227,330 | 减仓 |
| Biltmore Wealth Management, LLC | 418,529 | $2,111.48万 | 7.51% | 14,436 | 加仓 |
| TD Capital Management LLC | 402,850 | $2,032.38万 | 1.83% | 19,897 | 加仓 |
| OSAIC HOLDINGS, INC. | 389,976 | $1,967.46万 | 0.03% | 73,051 | 加仓 |
| John A. Wolfe & Associates, Inc. | 362,278 | $1,827.69万 | 28.07% | -124,606 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 318,044 | $1,604.53万 | 0.00% | 18,424 | 加仓 |
| WELLS FARGO & COMPANY/MN | 277,439 | $1,399.68万 | 0.00% | 12,465 | 加仓 |
| CONDOR CAPITAL MANAGEMENT | 268,422 | $1,354.19万 | 1.13% | 7,708 | 加仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 266,548 | $1,344.73万 | 0.25% | -206,349 | 减仓 |
| STIFEL FINANCIAL CORP | 176,862 | $892.26万 | 0.01% | 26,842 | 加仓 |
| Gateway Wealth Partners, LLC | 173,810 | $876.87万 | 0.34% | 96,444 | 加仓 |
| Capital Asset Advisory Services LLC | 168,800 | $853.37万 | 0.33% | 23,429 | 加仓 |
| Kelman-Lazarov, Inc. | 161,103 | $812.77万 | 1.17% | 22,917 | 加仓 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 160,943 | $811.96万 | 2.32% | 8,605 | 加仓 |
| Vise Technologies, Inc. | 147,634 | $744.52万 | 0.15% | 0 | 不变 |
| Quotient Wealth Partners, LLC | 133,748 | $674.76万 | 0.18% | -3,972 | 减仓 |
| Integrated Wealth Concepts LLC | 132,807 | $670.01万 | 0.05% | 106,156 | 加仓 |
| Allworth Financial LP | 132,745 | $669.70万 | 0.03% | 10,411 | 加仓 |
| HighPoint Advisor Group LLC | 130,741 | $659.59万 | 0.28% | -628 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 113,164 | $570.91万 | 0.00% | 19,386 | 加仓 |
| Crumly & Associates Inc. | 105,091 | $530.18万 | 1.11% | 14,231 | 加仓 |
| Optimus Capital Advisors, LLC | 103,375 | $521.53万 | 3.08% | 8,078 | 加仓 |
| MAI Capital Management | 98,816 | $498.53万 | 0.03% | 2,038 | 加仓 |
| CarsonAllaria Wealth Management, Ltd. | 94,839 | $478.46万 | 2.36% | -2,268 | 减仓 |
| NewEdge Advisors, LLC | 91,780 | $463.03万 | 0.02% | 5,983 | 加仓 |
| SITTNER & NELSON, LLC | 83,485 | $421.18万 | 1.54% | -2,956 | 减仓 |
| MBM WEALTH CONSULTANTS, LLC | 79,635 | $401.76万 | 0.92% | 8,176 | 加仓 |
| GOLDMAN SACHS GROUP INC | 66,564 | $335.82万 | 0.00% | 66,564 | 新建仓 |
| Milestone Investment Advisors LLC | 65,834 | $332.13万 | 0.80% | 22,038 | 加仓 |
| ABLE Financial Group, LLC | 61,186 | $308.68万 | 0.60% | -170 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,058 | $292.90万 | 0.00% | 2,047 | 加仓 |
| Bank of New York Mellon Corp | 57,953 | $292.37万 | 0.00% | 57,953 | 新建仓 |
| YHB Investment Advisors, Inc. | 57,687 | $291.03万 | 0.21% | 9,360 | 加仓 |
| CFS Investment Advisory Services, LLC | 56,963 | $287.89万 | 0.20% | -2,190 | 减仓 |
| Certified Advisory Corp | 55,105 | $278.00万 | 0.25% | 4,470 | 加仓 |
| Summit Financial, LLC | 53,416 | $269.48万 | 0.03% | 31,154 | 加仓 |
| Cerity Partners LLC | 52,833 | $266.54万 | 0.00% | -12,208 | 减仓 |
| Westside Investment Management, Inc. | 52,240 | $263.53万 | 0.40% | -12,650 | 减仓 |
| Independent Advisor Alliance | 51,180 | $258.20万 | 0.03% | 51,180 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 49,716 | $250.52万 | 0.00% | 21,803 | 加仓 |
| UBS Group AG | 48,706 | $245.72万 | 0.00% | -5,391 | 减仓 |
| Prime Capital Investment Advisors, LLC | 47,925 | $241.78万 | 0.03% | 13,860 | 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 🔒