13F 机构持仓

SPYV SPDR SER TR

PRTFLO S&P500 VL

持有机构数1,2112026Q2
26Q126Q2
机构合计持股(股)491,319,0852026Q2
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
2026Q21,211491,319,085$298.87亿 8449341853$13.79亿
2026Q11,180473,398,408$267.86亿 6647442149-$4.09亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

BANK OF AMERICA CORP /DE/加仓$6.23亿
MANUFACTURERS LIFE INSURANCE COMPANY, THE加仓$3.64亿
Diversify Advisory Services, LLC重新持有$1.44亿
Financial Engines Advisors L.L.C.加仓$9,290.95万
JONES FINANCIAL COMPANIES LLLP加仓$5,397.32万
Cambridge Investment Research Advisors, Inc.加仓$5,384.82万
ELEVATION POINT WEALTH PARTNERS, LLC新建仓$4,663.09万
ROYAL BANK OF CANADA加仓$3,537.22万
RAYMOND JAMES FINANCIAL INC加仓$3,504.88万
Integrated Wealth Concepts LLC加仓$3,364.68万
LPL Financial LLC加仓$3,191.09万
COMMONWEALTH EQUITY SERVICES, LLC加仓$2,937.43万
STIFEL FINANCIAL CORP加仓$2,928.22万
MCF Advisors LLC加仓$2,706.33万
BENJAMIN EDWARDS INC加仓$2,395.99万
PRUDENTIAL FINANCIAL INC加仓$2,304.96万
Connecticut Wealth Management, LLC加仓$2,257.09万
Equitable Holdings, Inc.加仓$2,209.74万
GOLDMAN SACHS GROUP INC加仓$2,132.20万
MORGAN STANLEY加仓$2,055.43万

2026Q2 卖出最多

Independent Advisor Alliance减仓-$1.64亿
Horizon Investments, LLC减仓-$1.39亿
Allworth Financial LP减仓-$7,846.31万
Mariner, LLC减仓-$3,226.19万
Compton Financial Group, LLC减仓-$3,140.16万
ENVESTNET ASSET MANAGEMENT INC减仓-$3,051.44万
CoreCap Advisors, LLC减仓-$2,915.91万
Convergence Financial, LLC减仓-$2,372.73万
Modern Wealth Management, LLC减仓-$2,077.65万
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV减仓-$1,983.19万
JPMORGAN CHASE & CO减仓-$1,859.45万
Goodman Advisory Group, LLC清仓-$1,826.77万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$1,746.23万
Corient Private Wealth LP减仓-$1,600.92万
KWB Wealth减仓-$1,594.35万
Measured Wealth Private Client Group, LLC减仓-$1,459.50万
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC减仓-$1,334.30万
Mirae Asset Global Investments Co., Ltd.清仓-$1,131.60万
ATTICUS WEALTH MANAGEMENT, LLC减仓-$1,094.99万
FRANKLIN RESOURCES INC减仓-$1,061.03万

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
Financial Engines Advisors L.L.C.82,942,783$50.42亿8.95%1,528,368加仓
LPL Financial LLC52,010,628$31.62亿0.71%524,937加仓
GOLDMAN SACHS GROUP INC23,183,404$14.09亿0.12%350,749加仓
Allworth Financial LP18,476,358$11.23亿4.77%-1,290,724减仓
BANK OF AMERICA CORP /DE/17,485,355$10.63亿0.07%10,250,046加仓
MORGAN STANLEY9,712,590$5.90亿0.03%338,120加仓
Valmark Advisers, Inc.9,260,907$5.63亿5.97%264,849加仓
AMERIPRISE FINANCIAL INC7,578,412$4.61亿0.09%275,225加仓
RAYMOND JAMES FINANCIAL INC6,984,307$4.25亿0.12%576,556加仓
JPMORGAN CHASE & CO6,598,736$4.01亿0.02%-305,831减仓
MANUFACTURERS LIFE INSURANCE COMPANY, THE6,312,030$3.84亿0.30%5,981,186加仓
Willis Johnson & Associates, Inc.6,252,618$3.80亿21.17%185,288加仓
UBS Group AG6,096,814$3.71亿0.05%-58,807减仓
Equitable Holdings, Inc.5,262,630$3.20亿1.91%363,890加仓
Advisory Alpha, LLC4,938,446$3.00亿7.36%-6,826减仓
NorthRock Partners, LLC4,889,672$2.97亿4.31%303,367加仓
ROYAL BANK OF CANADA4,880,123$2.97亿0.04%581,876加仓
Connecticut Wealth Management, LLC4,665,939$2.84亿10.49%371,293加仓
VANTAGEPOINT INVESTMENT ADVISERS LLC4,302,423$2.62亿1.96%-24,850减仓
ENVESTNET ASSET MANAGEMENT INC4,300,158$2.61亿0.06%-501,965减仓
Cetera Investment Advisers4,186,310$2.54亿0.23%-19,642减仓
Dynasty Wealth Management, LLC4,083,530$2.48亿1.84%111,546加仓
Quotient Wealth Partners, LLC3,939,693$2.39亿5.65%99,045加仓
Cerity Partners LLC3,664,076$2.23亿0.27%62,142加仓
AE Wealth Management LLC3,582,797$2.18亿1.02%-3,614减仓
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC3,495,135$2.12亿0.73%-219,494减仓
HighTower Advisors, LLC3,210,846$1.95亿0.19%130,527加仓
STIFEL FINANCIAL CORP3,144,532$1.91亿0.16%481,695加仓
Private Advisor Group, LLC3,052,238$1.86亿0.85%287,604加仓
Horizon Investments, LLC3,048,861$1.85亿2.04%-2,283,315减仓
OSAIC HOLDINGS, INC.2,959,304$1.80亿0.21%237,380加仓
Diversify Advisory Services, LLC2,818,867$1.75亿2.92%2,317,662重新持有
DIVERSIFY WEALTH MANAGEMENT, LLC2,818,867$1.75亿2.92%200,478加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,831,310$1.75亿0.29%11,522加仓
Octavia Wealth Advisors, LLC2,818,236$1.71亿14.79%95,617加仓
Gerber Kawasaki Wealth & Investment Management2,693,155$1.64亿4.37%140,660加仓
Lutz Financial Services LLC2,496,836$1.52亿9.24%62,160加仓
BENJAMIN EDWARDS INC2,375,737$1.44亿1.32%394,140加仓
JONES FINANCIAL COMPANIES LLLP2,368,033$1.44亿0.06%890,496加仓
WELLS FARGO & COMPANY/MN2,352,228$1.43亿0.02%197,522加仓
ANGELES WEALTH MANAGEMENT, LLC2,311,111$1.41亿5.27%113,074加仓
COMMONWEALTH EQUITY SERVICES, LLC2,167,693$1.32亿0.17%483,210加仓
Betterment LLC2,158,735$1.31亿0.22%-88,619减仓
Integrated Wealth Concepts LLC2,036,379$1.24亿0.60%553,491加仓
AlphaStar Capital Management, LLC2,033,800$1.24亿7.86%80,482加仓
Magnus Financial Group LLC1,931,275$1.17亿8.30%93,488加仓
OLD NATIONAL BANCORP /IN/1,922,651$1.17亿2.33%-19,391减仓
NICOLET BANKSHARES INC1,884,218$1.16亿3.68%-1,343减仓
First National Trust Co1,898,954$1.15亿3.92%-5,408减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,870,677$1.14亿0.06%-287,257减仓

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