13F 机构持仓

SPTM SPDR SER TR

PORTFOLI S&P1500

持有机构数7772026Q2
26Q126Q2
机构合计持股(股)98,300,6142026Q2
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
2026Q277798,300,614$89.27亿 5125829228-$511.67万
2026Q1747102,087,003$81.20亿 4327325827$2.46亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Cambridge Investment Research Advisors, Inc.加仓$6,863.21万
Professional Financial Advisors, LLC加仓$6,458.12万
STATE OF MICHIGAN RETIREMENT SYSTEM新建仓$5,133.98万
Wealthspire Advisors, LLC新建仓$4,394.18万
AMERIPRISE FINANCIAL INC加仓$2,023.53万
Financial Management Professionals, Inc.新建仓$1,120.21万
Blueprint Investment Partners LLC加仓$1,102.87万
Creative Planning加仓$1,071.80万
OSAIC HOLDINGS, INC.加仓$934.94万
Western Wealth Management, LLC加仓$900.55万
B.O.S.S. Retirement Advisors, LLC加仓$806.10万
Savant Capital, LLC加仓$672.19万
ASSETMARK, INC加仓$651.69万
Orion Porfolio Solutions, LLC加仓$558.32万
Blueprint Financial Advisors LLC加仓$534.68万
Hughes Financial Services, LLC加仓$530.74万
Keener Financial Planning LLC加仓$514.83万
SEEDS INVESTOR LLC加仓$488.73万
AQR CAPITAL MANAGEMENT LLC加仓$459.03万
Tidal Investments LLC加仓$390.94万

2026Q2 卖出最多

Wealthquest Corp减仓-$7,589.07万
Independent Advisor Alliance清仓-$7,140.11万
COLDSTREAM CAPITAL MANAGEMENT INC清仓-$7,042.16万
Private Advisor Group, LLC减仓-$4,205.67万
Legacy Private Trust Co.减仓-$2,354.14万
Modern Wealth Management, LLC减仓-$2,331.07万
Mariner, LLC减仓-$1,836.60万
LPL Financial LLC减仓-$1,823.72万
Portfolio Strategies, Inc.减仓-$1,375.30万
Gateway Wealth Partners, LLC减仓-$1,356.52万
RAYMOND JAMES FINANCIAL INC减仓-$1,083.99万
JANE STREET GROUP, LLC减仓-$751.70万
Wealthcare Advisory Partners LLC减仓-$715.11万
GREAT VALLEY ADVISOR GROUP, INC.减仓-$638.20万
BANK OF AMERICA CORP /DE/减仓-$548.05万
Syntegra Private Wealth Group, LLC减仓-$469.50万
HUNTINGTON NATIONAL BANK减仓-$294.02万
Wall Capital Group, Inc.减仓-$279.91万
TUDOR INVESTMENT CORP ET AL减仓-$277.37万
Founders Financial Alliance, LLC减仓-$272.08万

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
LPL Financial LLC8,300,927$7.54亿0.17%-200,872减仓
ASSETMARK, INC5,507,994$5.00亿0.86%71,780加仓
Creative Planning4,244,480$3.85亿0.23%118,053加仓
Valmark Advisers, Inc.2,961,564$2.69亿2.85%21,729加仓
Tidal Investments LLC2,938,215$2.67亿0.46%43,060加仓
Private Advisor Group, LLC2,629,977$2.39亿1.09%-463,230减仓
Wealthcare Advisory Partners LLC2,508,062$2.28亿4.32%-78,765减仓
Professional Financial Advisors, LLC2,244,068$2.04亿35.24%711,325加仓
Hughes Financial Services, LLC1,730,399$1.57亿20.82%58,458加仓
MORGAN STANLEY1,568,833$1.42亿0.01%38,096加仓
OSAIC HOLDINGS, INC.1,540,424$1.40亿0.16%102,974加仓
Cambridge Investment Research Advisors, Inc.1,505,862$1.37亿0.16%755,939加仓
AMERIPRISE FINANCIAL INC1,498,663$1.36亿0.03%223,082加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,430,952$1.31亿0.22%25,823加仓
Syntegra Private Wealth Group, LLC1,360,734$1.24亿9.57%-51,713减仓
Keener Financial Planning LLC1,143,398$1.04亿37.13%56,706加仓
Modern Wealth Management, LLC1,129,081$1.03亿1.22%-256,754减仓
Allworth Financial LP1,047,443$9,509.74万0.40%-24,140减仓
WELLS FARGO & COMPANY/MN1,030,968$9,360.16万0.02%4,819加仓
ARS Wealth Advisors Group, LLC1,018,751$9,249.24万7.24%-13,341减仓
ENVESTNET ASSET MANAGEMENT INC999,405$9,073.60万0.02%-11,706减仓
BANK OF AMERICA CORP /DE/913,019$8,289.30万0.01%-60,365减仓
Rockbridge Investment Management, LCC904,261$8,209.78万6.67%-29,580减仓
Blueprint Investment Partners LLC879,321$7,983.36万6.66%121,475加仓
VOISARD ASSET MANAGEMENT GROUP, INC.868,980$7,889.47万14.93%28,697加仓
Wealthquest Corp866,474$7,866.72万4.96%-835,893减仓
Rosenberg Matthew Hamilton858,575$7,795.00万14.52%33,072加仓
B.O.S.S. Retirement Advisors, LLC796,314$7,229.73万19.52%88,787加仓
Financial Strategies Group, Inc.779,808$7,086.89万11.29%3,192加仓
Baltimore-Washington Financial Advisors, Inc.766,306$6,957.30万2.60%15,372加仓
Shepherd Financial Partners LLC765,384$6,948.92万5.71%18,736加仓
Cerity Partners LLC733,767$6,661.88万0.08%-9,225减仓
AQR CAPITAL MANAGEMENT LLC689,429$6,259.32万0.02%50,559加仓
Weitzel Financial Services, Inc.684,063$6,175.04万21.00%5,242加仓
Advisors Capital Management, LLC679,939$6,173.17万0.65%30,684加仓
HUNTINGTON NATIONAL BANK657,860$5,972.72万0.29%-32,385减仓
RAYMOND JAMES FINANCIAL INC632,610$5,743.47万0.02%-119,395减仓
Legacy Private Trust Co.626,685$5,689.67万3.15%-259,295减仓
CVFG LLC616,164$5,594.15万5.88%32,011加仓
Winch Advisory Services, LLC597,158$5,421.60万11.26%1,342加仓
Stratos Wealth Partners, LTD.586,138$5,321.55万0.54%23,590加仓
STATE OF MICHIGAN RETIREMENT SYSTEM565,479$5,133.98万0.23%565,479新建仓
Symphony Financial, Ltd. Co.495,226$4,464.96万4.88%13,947加仓
Kingsview Wealth Management, LLC491,233$4,459.90万0.54%28,768加仓
Wealthspire Advisors, LLC483,994$4,394.18万0.24%483,994新建仓
Geneos Wealth Management Inc.476,001$4,321.61万0.88%10,519加仓
Blueprint Financial Advisors LLC473,446$4,298.41万4.78%58,892加仓
N.E.W. Advisory Services LLC472,621$4,290.92万2.87%16,485加仓
Aquire Wealth Advisors, LLC466,911$4,239.09万9.72%-19,078减仓
Winthrop Advisory Group LLC462,176$4,196.09万2.83%-2,080减仓

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