13F 机构持仓

SMMV ISHARES TR

MSCI USA SMCP MN

持有机构数1222026Q2
26Q126Q2
机构合计持股(股)4,405,1802026Q2
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
2026Q21224,405,180$2.03亿 839418-$34.16万
2026Q11204,417,035$1.93亿 540477-$1,297.28万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

ROYAL BANK OF CANADA加仓$226.71万
Cambridge Investment Research Advisors, Inc.加仓$211.95万
Integrated Wealth Concepts LLC加仓$147.22万
LPL Financial LLC加仓$87.17万
CITADEL ADVISORS LLC加仓$73.36万
Geneos Wealth Management Inc.加仓$72.30万
JANE STREET GROUP, LLC新建仓$70.52万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$60.44万
GOLDMAN SACHS GROUP INC加仓$34.73万
CITIGROUP INC新建仓$31.93万
Ameritas Advisory Services, LLC新建仓$25.29万
WEALTH MANAGEMENT RESOURCES, INC.加仓$21.47万
EVERGREEN CAPITAL MANAGEMENT LLC新建仓$20.63万
OneDigital Investment Advisors LLC新建仓$20.52万
OSAIC HOLDINGS, INC.加仓$18.42万
REGATTA CAPITAL GROUP, LLC加仓$18.21万
EP Wealth Advisors, LLC新建仓$17.70万
Tower Research Capital LLC (TRC)加仓$10.65万
Cetera Investment Advisers加仓$10.11万
Concurrent Investment Advisors, LLC加仓$8.75万

2026Q2 卖出最多

GTS SECURITIES LLC清仓-$208.39万
Kestra Advisory Services, LLC减仓-$204.92万
Independent Advisor Alliance清仓-$171.04万
BANK OF AMERICA CORP /DE/减仓-$106.50万
MERCER GLOBAL ADVISORS INC /ADV减仓-$86.97万
Steward Partners Investment Advisory, LLC减仓-$43.85万
Modern Wealth Management, LLC减仓-$43.11万
Sage Mountain Advisors LLC减仓-$42.00万
COLDSTREAM CAPITAL MANAGEMENT INC减仓-$38.79万
COWA, LLC减仓-$31.19万
TWO SIGMA INVESTMENTS, LP减仓-$25.32万
Brickley Wealth Management减仓-$24.10万
First Bank & Trust清仓-$21.98万
WELLS FARGO & COMPANY/MN减仓-$19.46万
Armbruster Capital Management, Inc.减仓-$17.22万
Fortune Financial Advisors, LLC减仓-$16.73万
Creative Planning减仓-$15.83万
Advisors Preferred, LLC清仓-$15.68万
ENVESTNET ASSET MANAGEMENT INC减仓-$14.64万
Advisory Services Network, LLC减仓-$13.99万

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
BANK OF AMERICA CORP /DE/1,235,710$5,689.21万0.00%-23,131减仓
MERCER GLOBAL ADVISORS INC /ADV336,652$1,549.95万0.02%-18,891减仓
WEALTH MANAGEMENT RESOURCES, INC.284,437$1,309.55万4.04%4,664加仓
RAYMOND JAMES FINANCIAL INC250,164$1,151.76万0.00%524加仓
COMMONWEALTH EQUITY SERVICES, LLC166,293$765.62万0.01%-2,833减仓
LPL Financial LLC153,476$706.60万0.00%18,934加仓
ROYAL BANK OF CANADA128,825$593.10万0.00%49,242加仓
Brickley Wealth Management121,953$561.47万0.81%-5,234减仓
Cambridge Investment Research Advisors, Inc.96,564$444.60万0.01%46,033加仓
Creative Planning77,714$357.80万0.00%-3,438减仓
Advisory Services Network, LLC67,614$311.29万0.04%-3,039减仓
UBS Group AG67,183$309.31万0.00%-194减仓
AMERIPRISE FINANCIAL INC65,523$303.29万0.00%-233减仓
Beacon Pointe Advisors, LLC65,006$299.29万0.01%161加仓
SAGESPRING WEALTH PARTNERS, LLC64,384$296.42万0.05%-1,922减仓
Rehmann Capital Advisory Group64,228$295.71万0.14%-445减仓
Integrated Wealth Concepts LLC63,284$291.37万0.01%31,975加仓
GOLDMAN SACHS GROUP INC62,815$289.20万0.00%7,544加仓
JPMORGAN CHASE & CO60,443$278.35万0.00%-2,552减仓
Modern Wealth Management, LLC59,023$271.74万0.03%-9,363减仓
CITADEL ADVISORS LLC48,071$221.32万0.00%15,933加仓
WELLS FARGO & COMPANY/MN45,646$210.16万0.00%-4,227减仓
Armbruster Capital Management, Inc.42,800$197.05万0.29%-3,740减仓
ENVESTNET ASSET MANAGEMENT INC41,711$192.04万0.00%-3,179减仓
Geneos Wealth Management Inc.38,423$176.90万0.04%15,703加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP37,714$173.64万0.00%13,127加仓
TWO SIGMA INVESTMENTS, LP31,100$143.18万0.00%-5,500减仓
REGATTA CAPITAL GROUP, LLC30,632$141.03万0.19%3,956加仓
Burns Matteson Capital Management, LLC30,570$140.74万0.44%-2,316减仓
Kestra Advisory Services, LLC28,350$130.52万0.00%-44,508减仓
Sage Mountain Advisors LLC23,957$110.30万0.07%-9,123减仓
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.22,399$103.12万0.06%0不变
Apollon Wealth Management, LLC21,870$100.69万0.01%-940减仓
Steward Partners Investment Advisory, LLC21,564$99.28万0.01%-9,525减仓
XY Planning Network, Inc.19,680$90.61万0.11%79加仓
MFA Wealth Services19,308$88.89万0.53%145加仓
Prime Capital Investment Advisors, LLC17,613$81.09万0.01%-881减仓
Private Advisor Group, LLC17,431$80.25万0.00%-524减仓
JANE STREET GROUP, LLC15,317$70.52万0.00%15,317新建仓
OSAIC HOLDINGS, INC.14,896$68.59万0.00%4,001加仓
Cetera Investment Advisers14,849$68.36万0.00%2,196加仓
Leelyn Smith, LLC14,848$68.36万0.08%0不变
MML INVESTORS SERVICES, LLC14,605$67.24万0.00%840加仓
Thrivent Financial for Lutherans12,441$57.30万0.00%50加仓
Corient Private Wealth LP12,345$56.84万0.00%2加仓
Concurrent Investment Advisors, LLC12,157$55.97万0.00%1,900加仓
COLDSTREAM CAPITAL MANAGEMENT INC11,743$54.06万0.00%-8,425减仓
CAPTRUST FINANCIAL ADVISORS10,466$48.18万0.00%0不变
NewEdge Advisors, LLC10,314$47.49万0.00%400加仓
ADAMSBROWN WEALTH CONSULTANTS LLC9,942$45.77万0.09%27加仓

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