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 🔒

2026Q1 买入最多

GTS SECURITIES LLC新建仓$208.39万
Independent Advisor Alliance新建仓$171.04万
GOLDMAN SACHS GROUP INC加仓$158.73万
Advisory Services Network, LLC加仓$152.71万
Geneos Wealth Management Inc.加仓$98.94万
ROYAL BANK OF CANADA加仓$66.39万
CITADEL ADVISORS LLC加仓$58.13万
Capital Analysts, LLC新建仓$33.70万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC新建仓$23.51万
REGATTA CAPITAL GROUP, LLC加仓$20.54万
Advisors Preferred, LLC新建仓$15.68万
Tower Research Capital LLC (TRC)加仓$14.33万
COLDSTREAM CAPITAL MANAGEMENT INC加仓$12.08万
BANK OF AMERICA CORP /DE/加仓$11.76万
AMERIPRISE FINANCIAL INC加仓$11.12万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$9.50万
TWO SIGMA INVESTMENTS, LP加仓$7.41万
Creative Planning加仓$5.17万
Steward Partners Investment Advisory, LLC加仓$5.13万
Armbruster Capital Management, Inc.加仓$2.84万

2026Q1 卖出最多

WELLS FARGO & COMPANY/MN减仓-$1,539.37万
MERCER GLOBAL ADVISORS INC /ADV减仓-$355.86万
LPL Financial LLC减仓-$132.82万
RAYMOND JAMES FINANCIAL INC减仓-$41.28万
FLOW TRADERS U.S. LLC清仓-$30.00万
StoneX Group Inc.清仓-$28.38万
Janney Montgomery Scott LLC清仓-$26.40万
Corient Private Wealth LP减仓-$25.05万
Mariner, LLC清仓-$23.79万
JPMORGAN CHASE & CO减仓-$22.57万
SAGESPRING WEALTH PARTNERS, LLC减仓-$21.47万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$11.51万
Beacon Pointe Advisors, LLC减仓-$10.65万
MOSAIC FAMILY WEALTH PARTNERS, LLC减仓-$10.48万
Cambridge Investment Research Advisors, Inc.减仓-$9.84万
Rehmann Capital Advisory Group减仓-$9.62万
Prime Capital Investment Advisors, LLC减仓-$9.57万
Professional Financial Advisors, LLC减仓-$9.19万
Leelyn Smith, LLC减仓-$7.51万
FLAGSHIP HARBOR ADVISORS, LLC清仓-$7.48万

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
BANK OF AMERICA CORP /DE/1,258,841$5,490.69万0.00%2,696加仓
MERCER GLOBAL ADVISORS INC /ADV355,543$1,550.78万0.02%-81,587减仓
WEALTH MANAGEMENT RESOURCES, INC.279,773$1,220.29万4.25%-1,026减仓
RAYMOND JAMES FINANCIAL INC249,640$1,088.86万0.00%-9,465减仓
COMMONWEALTH EQUITY SERVICES, LLC169,126$737.68万0.01%-2,640减仓
LPL Financial LLC134,542$586.83万0.00%-30,452减仓
Brickley Wealth Management127,187$554.75万0.95%85加仓
Creative Planning81,152$353.96万0.00%1,185加仓
ROYAL BANK OF CANADA79,583$347.10万0.00%15,221加仓
Kestra Advisory Services, LLC72,858$317.78万0.01%-691减仓
Advisory Services Network, LLC70,653$308.17万0.04%35,012加仓
Modern Wealth Management, LLC68,386$299.87万0.05%-243减仓
UBS Group AG67,377$293.88万0.00%-1,012减仓
SAGESPRING WEALTH PARTNERS, LLC66,306$289.21万0.05%-4,922减仓
AMERIPRISE FINANCIAL INC65,756$286.81万0.00%2,549加仓
Beacon Pointe Advisors, LLC64,845$282.83万0.01%-2,442减仓
Rehmann Capital Advisory Group64,673$282.09万0.15%-2,206减仓
JPMORGAN CHASE & CO62,995$271.57万0.00%-5,236减仓
GOLDMAN SACHS GROUP INC55,271$241.08万0.00%36,392加仓
Cambridge Investment Research Advisors, Inc.50,531$220.40万0.01%-2,257减仓
WELLS FARGO & COMPANY/MN49,873$217.53万0.00%-352,926减仓
GTS SECURITIES LLC47,778$208.39万0.07%47,778新建仓
Armbruster Capital Management, Inc.46,540$202.99万0.33%650加仓
ENVESTNET ASSET MANAGEMENT INC44,890$195.80万0.00%-453减仓
Independent Advisor Alliance39,215$171.04万0.02%39,215新建仓
TWO SIGMA INVESTMENTS, LP36,600$159.64万0.00%1,700加仓
Sage Mountain Advisors LLC33,080$144.29万0.10%0不变
Burns Matteson Capital Management, LLC32,886$143.44万0.53%-970减仓
CITADEL ADVISORS LLC32,138$140.18万0.00%13,327加仓
Integrated Wealth Concepts LLC31,309$136.56万0.01%-78减仓
Steward Partners Investment Advisory, LLC31,089$135.60万0.01%1,177加仓
REGATTA CAPITAL GROUP, LLC26,676$116.35万0.18%4,710加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP24,587$107.24万0.00%2,179加仓
Apollon Wealth Management, LLC22,810$99.49万0.02%-40减仓
Geneos Wealth Management Inc.22,720$99.11万0.02%22,682加仓
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.22,399$97.70万0.06%0不变
COLDSTREAM CAPITAL MANAGEMENT INC20,168$87.97万0.01%2,770加仓
XY Planning Network, Inc.19,601$85.95万0.14%175加仓
MFA Wealth Services19,163$83.58万0.55%82加仓
Prime Capital Investment Advisors, LLC18,494$80.67万0.01%-2,194减仓
Private Advisor Group, LLC17,955$78.31万0.00%394加仓
Leelyn Smith, LLC14,848$64.76万0.09%-1,721减仓
COWA, LLC13,949$60.84万0.16%-302减仓
MML INVESTORS SERVICES, LLC13,765$60.04万0.00%-1,334减仓
Cetera Investment Advisers12,653$55.19万0.00%477加仓
Thrivent Financial for Lutherans12,391$54.00万0.00%59加仓
Corient Private Wealth LP12,343$53.84万0.00%-5,743减仓
OSAIC HOLDINGS, INC.10,895$47.53万0.00%-1,363减仓
MOSAIC FAMILY WEALTH PARTNERS, LLC10,622$46.33万0.05%-2,403减仓
CAPTRUST FINANCIAL ADVISORS10,466$45.65万0.00%0不变

内部人交易(Form 4)

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