SPYV SPDR SER TR
PRTFLO S&P500 VL
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 | 1,211 | 491,319,085 | $298.87亿 | 84 | 493 | 418 | 53 | $13.79亿 |
| 2026Q1 | 1,180 | 473,398,408 | $267.86亿 | 66 | 474 | 421 | 49 | -$4.09亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Independent Advisor Alliance | 加仓 | $1.54亿 |
| Horizon Investments, LLC | 加仓 | $8,267.16万 |
| LPL Financial LLC | 加仓 | $7,845.29万 |
| NICOLET BANKSHARES INC | 加仓 | $6,673.93万 |
| Convergence Financial, LLC | 加仓 | $5,075.74万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $5,073.90万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $3,759.20万 |
| Connecticut Wealth Management, LLC | 加仓 | $3,622.69万 |
| STIFEL FINANCIAL CORP | 加仓 | $3,486.42万 |
| Summit Financial, LLC | 加仓 | $3,179.95万 |
| HighTower Advisors, LLC | 加仓 | $3,054.21万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,871.37万 |
| BENJAMIN EDWARDS INC | 加仓 | $2,587.66万 |
| Dakota Wealth Management | 加仓 | $2,585.75万 |
| Octavia Wealth Advisors, LLC | 加仓 | $2,450.60万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,279.40万 |
| Dynasty Wealth Management, LLC | 加仓 | $1,989.02万 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 新建仓 | $1,871.92万 |
| ARMSTRONG ADVISORY GROUP, INC | 新建仓 | $1,833.61万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $1,789.72万 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$5.87亿 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$2.06亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1.03亿 |
| ROYAL BANK OF CANADA | 减仓 | -$9,653.70万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$5,665.48万 |
| Corient Private Wealth LP | 减仓 | -$5,625.61万 |
| Advisory Alpha, LLC | 减仓 | -$3,941.26万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$3,919.99万 |
| Koss-Olinger Consulting, LLC | 减仓 | -$3,244.18万 |
| N.E.W. Advisory Services LLC | 减仓 | -$3,024.40万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2,438.62万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$2,317.34万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$2,233.64万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$2,143.89万 |
| AlphaStar Capital Management, LLC | 减仓 | -$2,072.84万 |
| Hills Bank & Trust Co | 减仓 | -$1,992.10万 |
| Compton Financial Group, LLC | 减仓 | -$1,972.00万 |
| UBS Group AG | 减仓 | -$1,916.78万 |
| IFG Advisory, LLC | 减仓 | -$1,775.35万 |
| BlackRock, Inc. | 减仓 | -$1,652.26万 |
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 81,414,415 | $46.06亿 | 8.92% | -394,776 | 减仓 |
| LPL Financial LLC | 51,485,691 | $29.13亿 | 0.77% | 1,386,584 | 加仓 |
| GOLDMAN SACHS GROUP INC | 22,832,655 | $12.92亿 | 0.15% | 316,317 | 加仓 |
| Allworth Financial LP | 19,767,082 | $11.18亿 | 4.53% | 71,787 | 加仓 |
| MORGAN STANLEY | 9,374,470 | $5.30亿 | 0.03% | -10,373,342 | 减仓 |
| Valmark Advisers, Inc. | 8,996,058 | $5.09亿 | 6.05% | 255,913 | 加仓 |
| AMERIPRISE FINANCIAL INC | 7,303,187 | $4.14亿 | 0.10% | -998,637 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 7,235,309 | $4.09亿 | 0.03% | -431,004 | 减仓 |
| JPMORGAN CHASE & CO | 6,904,567 | $3.84亿 | 0.02% | 108,103 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 6,407,751 | $3.63亿 | 0.11% | 402,863 | 加仓 |
| UBS Group AG | 6,155,621 | $3.48亿 | 0.05% | -338,773 | 减仓 |
| Willis Johnson & Associates, Inc. | 6,067,330 | $3.43亿 | 19.99% | 268,484 | 加仓 |
| Horizon Investments, LLC | 5,332,176 | $3.02亿 | 3.38% | 1,461,146 | 加仓 |
| Advisory Alpha, LLC | 4,945,272 | $2.80亿 | 7.65% | -696,576 | 减仓 |
| Equitable Holdings, Inc. | 4,898,740 | $2.78亿 | 1.76% | -266,560 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,802,123 | $2.72亿 | 0.07% | 664,404 | 加仓 |
| NorthRock Partners, LLC | 4,586,305 | $2.59亿 | 4.11% | 169,114 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,327,273 | $2.45亿 | 2.07% | -136,187 | 减仓 |
| ROYAL BANK OF CANADA | 4,298,247 | $2.43亿 | 0.04% | -1,706,209 | 减仓 |
| Connecticut Wealth Management, LLC | 4,294,646 | $2.43亿 | 10.18% | 640,278 | 加仓 |
| Cetera Investment Advisers | 4,205,952 | $2.38亿 | 0.25% | 230,152 | 加仓 |
| CWM, LLC | 4,161,823 | $2.35亿 | 0.62% | 76,764 | 加仓 |
| Dynasty Wealth Management, LLC | 3,971,984 | $2.25亿 | 1.95% | 351,541 | 加仓 |
| Quotient Wealth Partners, LLC | 3,840,648 | $2.17亿 | 5.72% | 272,930 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3,714,629 | $2.10亿 | 0.81% | — | — |
| Cerity Partners LLC | 3,601,934 | $2.04亿 | 0.29% | 32,415 | 加仓 |
| AE Wealth Management LLC | 3,586,411 | $2.03亿 | 1.10% | 87,233 | 加仓 |
| HighTower Advisors, LLC | 3,080,319 | $1.74亿 | 0.18% | 539,803 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,819,788 | $1.60亿 | 0.32% | -1,817,302 | 减仓 |
| Independent Advisor Alliance | 2,780,187 | $1.57亿 | 1.69% | 2,726,808 | 加仓 |
| Private Advisor Group, LLC | 2,764,634 | $1.56亿 | 0.73% | -67,158 | 减仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2,618,389 | $1.55亿 | 2.70% | 857,802 | 加仓 |
| Octavia Wealth Advisors, LLC | 2,722,619 | $1.54亿 | 14.73% | 433,122 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,721,924 | $1.54亿 | 0.23% | -409,556 | 减仓 |
| STIFEL FINANCIAL CORP | 2,662,837 | $1.51亿 | 0.14% | 616,193 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 2,552,495 | $1.44亿 | 4.60% | 142,130 | 加仓 |
| Lutz Financial Services LLC | 2,434,676 | $1.38亿 | 9.26% | 46,773 | 加仓 |
| Betterment LLC | 2,247,354 | $1.27亿 | 0.24% | -83,647 | 减仓 |
| ANGELES WEALTH MANAGEMENT, LLC | 2,198,037 | $1.24亿 | 6.77% | 125,407 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,157,934 | $1.22亿 | 0.08% | 59,796 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,154,706 | $1.22亿 | 0.02% | 45,685 | 加仓 |
| Mariner, LLC | 2,094,975 | $1.19亿 | 0.14% | -13,752 | 减仓 |
| BENJAMIN EDWARDS INC | 1,981,597 | $1.12亿 | 1.11% | 457,342 | 加仓 |
| AlphaStar Capital Management, LLC | 1,953,318 | $1.11亿 | 8.15% | -366,355 | 减仓 |
| OLD NATIONAL BANCORP /IN/ | 1,942,042 | $1.10亿 | 1.84% | 280,354 | 加仓 |
| First National Trust Co | 1,904,362 | $1.08亿 | 3.67% | -63,751 | 减仓 |
| NICOLET BANKSHARES INC | 1,885,561 | $1.07亿 | 3.88% | 1,178,631 | 加仓 |
| Magnus Financial Group LLC | 1,837,787 | $1.04亿 | 8.44% | 71,473 | 加仓 |
| Bell Bank | 1,753,318 | $9,920.27万 | 4.21% | 172,282 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,684,483 | $9,530.81万 | 0.13% | 33,572 | 加仓 |
内部人交易（Form 4）
SPYV 董事、高管和大股东的最新买卖申报。专业版可看 🔒