13F 机构持仓

SUSA ISHARES TR

MSCI USA ESG SLC

持有机构数5362026Q2
26Q126Q2
机构合计持股(股)16,428,6192026Q2
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
2026Q253616,428,619$25.31亿 3313817623$7,391.59万
2026Q152116,042,871$21.19亿 1415618924-$1.36亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MERCER GLOBAL ADVISORS INC /ADV加仓$1,214.36万
ROYAL BANK OF CANADA加仓$720.50万
Creative Planning加仓$347.74万
Beacon Pointe Advisors, LLC加仓$259.32万
WELLS FARGO & COMPANY/MN加仓$174.16万
Acorns Advisers, LLC加仓$164.44万
IMA Advisory Services, Inc.加仓$106.21万
ENVESTNET ASSET MANAGEMENT INC加仓$99.87万
FIFTH THIRD BANCORP加仓$80.56万
US BANCORP \DE\加仓$76.27万
Stewardship Advisors, LLC加仓$75.65万
AMERIPRISE FINANCIAL INC加仓$60.63万
JONES FINANCIAL COMPANIES LLLP加仓$60.05万
Charter Oak Capital Management, LLC加仓$57.83万
CAPTRUST FINANCIAL ADVISORS加仓$54.63万
McClarren Financial Advisors, Inc.加仓$53.12万
Mariner, LLC加仓$50.63万
Heartwood Wealth Advisors LLC新建仓$50.59万
Bell Bank新建仓$50.22万
J. Mark Nickell & Co.加仓$44.43万

2026Q1 卖出最多

RAYMOND JAMES FINANCIAL INC减仓-$5,390.03万
BANK OF AMERICA CORP /DE/减仓-$2,047.17万
M&T Bank Corp减仓-$1,848.09万
Fund Evaluation Group, LLC减仓-$763.23万
GOLDMAN SACHS GROUP INC重新持有-$586.81万
Align Financial, LLC减仓-$573.84万
BROWN ADVISORY INC清仓-$533.54万
Granite Investment Partners, LLC清仓-$511.23万
PNC Financial Services Group, Inc.减仓-$407.53万
UBS Group AG减仓-$335.28万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$272.73万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$246.50万
Elevation Capital Advisory, LLC清仓-$233.35万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$224.63万
Corient Private Wealth LP减仓-$214.47万
Aprio Wealth Management, LLC减仓-$198.91万
TIAA TRUST, NATIONAL ASSOCIATION清仓-$194.54万
JPMORGAN CHASE & CO减仓-$186.37万
BlackRock, Inc.减仓-$181.28万
Vestmark Advisory Solutions, Inc.清仓-$179.31万

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/1,461,098$1.93亿0.01%-154,971减仓
PNC Financial Services Group, Inc.1,064,924$1.41亿0.08%-30,850减仓
MORGAN STANLEY999,244$1.32亿0.01%-12,358减仓
ROYAL BANK OF CANADA687,964$9,088.00万0.02%54,542加仓
SPINNAKER TRUST572,548$7,563.36万4.19%-13,270减仓
IMA Advisory Services, Inc.522,494$6,902.16万6.74%8,040加仓
AMERIPRISE FINANCIAL INC488,667$6,454.91万0.01%4,590加仓
BlackRock, Inc.487,435$6,439.01万0.00%-13,723减仓
Acorns Advisers, LLC451,156$5,959.80万0.44%12,448加仓
MISSION WEALTH MANAGEMENT, LP412,271$5,446.09万1.12%1,266加仓
MERCER GLOBAL ADVISORS INC /ADV397,779$5,254.66万0.08%91,927加仓
WELLS FARGO & COMPANY/MN392,073$5,179.28万0.01%13,184加仓
JPMORGAN CHASE & CO394,202$5,069.06万0.00%-14,493减仓
M&T Bank Corp381,019$5,033.26万0.17%-139,901减仓
UBS Group AG350,383$4,628.56万0.01%-25,381减仓
LPL Financial LLC307,264$4,058.96万0.01%-752减仓
Shira Ridge Wealth Management290,974$3,843.77万15.21%1,460加仓
Betterment LLC279,709$3,695.00万0.07%-7,978减仓
ENVESTNET ASSET MANAGEMENT INC243,942$3,222.48万0.01%7,560加仓
RAYMOND JAMES FINANCIAL INC198,443$2,621.43万0.01%-408,026减仓
Baird Financial Group, Inc.184,874$2,442.19万0.04%101加仓
Mariner, LLC183,905$2,429.39万0.03%3,833加仓
HM PAYSON & CO164,695$2,175.62万0.31%-12,877减仓
TRUIST FINANCIAL CORP130,090$1,718.50万0.02%-3,497减仓
Stewardship Advisors, LLC117,795$1,556.07万3.58%5,727加仓
Farrow Financial, Inc.97,527$1,288.33万7.32%-480减仓
Cetera Investment Advisers96,974$1,281.03万0.01%771加仓
World Investment Advisors94,823$1,252.62万0.20%-6,051减仓
COMMONWEALTH EQUITY SERVICES, LLC93,064$1,229.38万0.02%-18,660减仓
Quent Capital, LLC91,969$1,214.91万0.86%284加仓
HighTower Advisors, LLC86,469$1,142.25万0.01%2,732加仓
US BANCORP \DE\82,528$1,090.19万0.01%5,774加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC76,312$1,017.39万0.02%-16,849减仓
Charter Oak Capital Management, LLC76,374$1,008.90万0.78%4,378加仓
Creative Planning74,628$985.84万0.01%26,324加仓
Fund Evaluation Group, LLC69,939$923.89万0.28%-57,777减仓
eCIO, Inc.66,029$872.24万3.83%-1减仓
NORTHERN TRUST CORP63,410$837.65万0.00%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO63,131$833.96万0.01%-3,051减仓
REGIONS FINANCIAL CORP57,289$756.79万0.05%-322减仓
NewEdge Advisors, LLC55,559$733.94万0.03%-3,759减仓
BANK OF MONTREAL /CAN/54,260$716.77万0.00%713加仓
KEYBANK NATIONAL ASSOCIATION/OH53,404$705.47万0.03%-921减仓
Accredited Investors Inc.52,961$699.61万0.38%2,265加仓
Advisory Services Network, LLC50,520$667.37万0.09%-1,777减仓
Corundum Group, Inc.50,149$662.47万2.21%-933减仓
Janney Montgomery Scott LLC48,516$640.90万0.02%2,107加仓
OSAIC HOLDINGS, INC.46,178$610.34万0.01%-4,554减仓
Cambridge Investment Research Advisors, Inc.45,819$605.30万0.02%-2,362减仓
Destination Wealth Management45,006$594.53万0.15%656加仓

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