SUSB ISHARES TR
ESG AWRE 1 5 YR
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 | 350 | 39,108,526 | $9.77亿 | 54 | 196 | 44 | 15 | $2.27亿 |
| 2026Q1 | 311 | 29,893,215 | $7.49亿 | 22 | 142 | 90 | 12 | $2,779.89万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Elser Financial Planning, Inc | 新建仓 | $680.41万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $618.84万 |
| Clearstead Advisors, LLC | 新建仓 | $297.89万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $296.08万 |
| OSAIC HOLDINGS, INC. | 加仓 | $283.36万 |
| LPL Financial LLC | 加仓 | $198.72万 |
| CITADEL ADVISORS LLC | 加仓 | $157.85万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $157.64万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $142.49万 |
| Bank of New York Mellon Corp | 加仓 | $129.40万 |
| UBS Group AG | 加仓 | $96.21万 |
| Thrivent Financial for Lutherans | 加仓 | $86.56万 |
| ST GERMAIN D J CO INC | 加仓 | $84.85万 |
| Savant Capital, LLC | 加仓 | $82.68万 |
| Allworth Financial LP | 加仓 | $81.62万 |
| EP Wealth Advisors, LLC | 加仓 | $81.29万 |
| Impact Investors, Inc | 加仓 | $78.67万 |
| Creative Planning | 加仓 | $73.72万 |
| Eley Financial Management, Inc | 新建仓 | $71.67万 |
| J. Mark Nickell & Co. | 加仓 | $71.09万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$346.23万 |
| Klaas Financial Asset Advisors, LLC | 清仓 | -$345.63万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$291.01万 |
| Northland Capital Management LLC | 减仓 | -$171.77万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$170.87万 |
| Valeo Financial Advisors, LLC | 清仓 | -$118.60万 |
| Perigon Wealth Management, LLC | 减仓 | -$114.68万 |
| JPMORGAN CHASE & CO | 减仓 | -$106.42万 |
| Accredited Investors Inc. | 减仓 | -$100.21万 |
| WHITTIER TRUST CO | 清仓 | -$51.16万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$49.71万 |
| TD PRIVATE CLIENT WEALTH LLC | 减仓 | -$38.66万 |
| Bank Julius Baer & Co. Ltd, Zurich | 清仓 | -$37.36万 |
| Wealthspire Advisors, LLC | 减仓 | -$35.70万 |
| CWM, LLC | 减仓 | -$35.28万 |
| Betterment LLC | 清仓 | -$33.90万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$33.33万 |
| Compound Planning, Inc. | 清仓 | -$26.30万 |
| NewEdge Advisors, LLC | 减仓 | -$24.76万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$24.50万 |
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 3,383,027 | $8,479.56万 | 0.01% | 246,896 | 加仓 |
| LPL Financial LLC | 1,627,739 | $4,079.93万 | 0.01% | 79,280 | 加仓 |
| MORGAN STANLEY | 976,096 | $2,446.59万 | 0.00% | -3,746 | 减仓 |
| Thrivent Financial for Lutherans | 805,599 | $2,019.20万 | 0.04% | 34,536 | 加仓 |
| EP Wealth Advisors, LLC | 700,916 | $1,756.85万 | 0.09% | 32,432 | 加仓 |
| AMERIPRISE FINANCIAL INC | 673,207 | $1,687.34万 | 0.00% | -116,106 | 减仓 |
| Bank of New York Mellon Corp | 670,797 | $1,681.35万 | 0.00% | 51,627 | 加仓 |
| ROYAL BANK OF CANADA | 666,747 | $1,671.10万 | 0.00% | 16,247 | 加仓 |
| Acorns Advisers, LLC | 660,178 | $1,654.70万 | 0.12% | 2,555 | 加仓 |
| WELLS FARGO & COMPANY/MN | 609,338 | $1,527.31万 | 0.00% | 62,891 | 加仓 |
| Savant Capital, LLC | 575,654 | $1,442.88万 | 0.07% | 32,986 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 543,394 | $1,362.02万 | 0.02% | 56,847 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 527,736 | $1,322.77万 | 0.00% | -68,170 | 减仓 |
| Wealthspire Advisors, LLC | 492,464 | $1,234.36万 | 0.10% | -14,244 | 减仓 |
| Modera Wealth Management, LLC | 487,729 | $1,222.49万 | 0.15% | 7,042 | 加仓 |
| Allworth Financial LP | 478,073 | $1,198.29万 | 0.05% | 32,562 | 加仓 |
| UBS Group AG | 477,268 | $1,196.27万 | 0.00% | 38,384 | 加仓 |
| ST GERMAIN D J CO INC | 471,518 | $1,181.86万 | 0.47% | 33,852 | 加仓 |
| Baird Financial Group, Inc. | 466,521 | $1,169.33万 | 0.02% | 17,564 | 加仓 |
| LFA - Lugano Financial Advisors SA | 457,113 | $1,137.00万 | 5.74% | 0 | 不变 |
| Perigon Wealth Management, LLC | 435,167 | $1,090.75万 | 0.20% | -45,754 | 减仓 |
| Milestone Investment Advisors LLC | 422,380 | $1,058.70万 | 2.56% | 5,348 | 加仓 |
| Mariner, LLC | 419,249 | $1,050.85万 | 0.01% | 4,667 | 加仓 |
| Francis Financial, Inc. | 404,435 | $1,013.72万 | 1.88% | -9,579 | 减仓 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 375,638 | $941.54万 | 0.14% | -1,738 | 减仓 |
| Destination Wealth Management | 360,999 | $904.84万 | 0.23% | 5,690 | 加仓 |
| JPMORGAN CHASE & CO | 353,964 | $884.91万 | 0.00% | -42,568 | 减仓 |
| Financial Engines Advisors L.L.C. | 327,648 | $821.25万 | 0.02% | -9,776 | 减仓 |
| Integris Wealth Management, LLC | 284,600 | $713.35万 | 1.64% | 10,554 | 加仓 |
| Apella Capital, LLC | 281,388 | $707.69万 | 0.10% | 21,294 | 加仓 |
| Fisher Asset Management, LLC | 277,662 | $695.96万 | 0.00% | 18,224 | 加仓 |
| Elser Financial Planning, Inc | 272,382 | $680.41万 | 0.33% | 272,382 | 新建仓 |
| RAFFA WEALTH MANAGEMENT, LLC | 259,200 | $649.68万 | 1.01% | -7,628 | 减仓 |
| Colorado Capital Management, Inc. | 257,211 | $644.70万 | 2.40% | 12,376 | 加仓 |
| Wescott Financial Advisory Group, LLC | 253,896 | $636.39万 | 0.56% | 10,241 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 249,556 | $625.51万 | 0.00% | -13,297 | 减仓 |
| Impact Investors, Inc | 242,372 | $607.51万 | 4.22% | 31,386 | 加仓 |
| OSAIC HOLDINGS, INC. | 192,648 | $482.92万 | 0.01% | 113,040 | 加仓 |
| MATHER GROUP, LLC. | 190,141 | $476.59万 | 0.05% | 8,754 | 加仓 |
| Arlington Financial Advisors, LLC | 178,517 | $447.45万 | 0.64% | 18,478 | 加仓 |
| IMPACTfolio, LLC | 176,696 | $442.89万 | 1.88% | 10,360 | 加仓 |
| SEEDS INVESTOR LLC | 173,965 | $436.83万 | 0.59% | 5,814 | 加仓 |
| Accredited Investors Inc. | 156,933 | $393.35万 | 0.21% | -39,982 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 154,405 | $387.02万 | 0.00% | 118,124 | 加仓 |
| Bear Mountain Capital, Inc. | 153,847 | $386.93万 | 1.16% | 4,440 | 加仓 |
| Brio Consultants, LLC | 148,841 | $371.65万 | 0.43% | 22,011 | 加仓 |
| Corient Private Wealth LP | 147,585 | $369.92万 | 0.01% | -138,133 | 减仓 |
| Plancorp, LLC | 147,281 | $368.86万 | 0.10% | 0 | 不变 |
| HARBOUR INVESTMENTS, INC. | 142,894 | $358.17万 | 0.06% | -3,007 | 减仓 |
| Fiduciary Trust Co | 140,921 | $353.22万 | 0.04% | 9,058 | 加仓 |
内部人交易（Form 4）
SUSB 董事、高管和大股东的最新买卖申报。专业版可看 🔒