SUSL ISHARES TR
ESG MSCI LEADR
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 | 192 | 5,866,759 | $7.78亿 | 13 | 67 | 53 | 14 | $1,010.70万 |
| 2026Q1 | 192 | 5,816,182 | $6.60亿 | 16 | 54 | 57 | 10 | -$814.68万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Trilogy Capital Inc. | 新建仓 | $886.93万 |
| FLOW TRADERS U.S. LLC | 重新持有 | $719.12万 |
| Kingsview Wealth Management, LLC | 新建仓 | $710.48万 |
| Quantinno Capital Management LP | 新建仓 | $285.89万 |
| Independent Advisor Alliance | 新建仓 | $252.83万 |
| GTS SECURITIES LLC | 新建仓 | $252.44万 |
| Xena Financial Planning, LLC | 加仓 | $206.23万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $197.46万 |
| Pathstone Holdings, LLC | 加仓 | $167.46万 |
| LPL Financial LLC | 加仓 | $128.40万 |
| Ellevest, Inc. | 加仓 | $85.71万 |
| Robertson Stephens Wealth Management, LLC | 加仓 | $84.55万 |
| WIN ADVISORS, INC | 新建仓 | $42.88万 |
| MGO ONE SEVEN LLC | 加仓 | $37.48万 |
| Equitable Holdings, Inc. | 加仓 | $36.00万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $32.19万 |
| Creative Planning | 加仓 | $32.17万 |
| Bigelow Investment Advisors, LLC | 新建仓 | $31.92万 |
| Bluespring Wealth Management, LLC | 加仓 | $31.15万 |
| JANE STREET GROUP, LLC | 新建仓 | $29.48万 |
2026Q1 卖出最多
| National Philanthropic Trust | 清仓 | -$1,893.88万 |
| FMR LLC | 减仓 | -$1,568.82万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$599.75万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$322.36万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$291.40万 |
| Corient Private Wealth LP | 减仓 | -$182.24万 |
| Wealthspire Advisors, LLC | 减仓 | -$134.54万 |
| GeoWealth Management, LLC | 减仓 | -$61.25万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$43.07万 |
| W ADVISORS, LLC | 减仓 | -$41.44万 |
| Aptus Capital Advisors, LLC | 减仓 | -$23.60万 |
| Omega Financial Group, LLC | 减仓 | -$22.75万 |
| Evergreen Private Wealth LLC | 清仓 | -$17.20万 |
| Vested Financial Planning, LLC | 减仓 | -$16.70万 |
| Clarity Asset Management, Inc. | 减仓 | -$15.27万 |
| One Wealth Advisors, LLC | 减仓 | -$15.00万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$13.92万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$13.13万 |
| Integrated Wealth Concepts LLC | 减仓 | -$12.87万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$12.00万 |
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 Italy | 887,779 | $1.01亿 | 4.56% | 0 | 不变 |
| MERCER GLOBAL ADVISORS INC /ADV | 706,838 | $8,029.86万 | 0.12% | -25,651 | 减仓 |
| FMR LLC | 455,266 | $5,171.94万 | 0.00% | -138,097 | 减仓 |
| JPMORGAN CHASE & CO | 443,012 | $4,883.95万 | 0.00% | -827 | 减仓 |
| ROYAL BANK OF CANADA | 376,738 | $4,279.80万 | 0.01% | 1,425 | 加仓 |
| Creative Planning | 205,356 | $2,332.90万 | 0.02% | 2,832 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202,161 | $2,319.24万 | 0.05% | -52,278 | 减仓 |
| Allworth Financial LP | 190,807 | $2,167.61万 | 0.09% | -761 | 减仓 |
| Ellevest, Inc. | 156,004 | $1,772.24万 | 2.46% | 7,545 | 加仓 |
| Pathstone Holdings, LLC | 114,456 | $1,300.25万 | 0.05% | 14,741 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 82,341 | $935.42万 | 0.14% | -777 | 减仓 |
| Robertson Stephens Wealth Management, LLC | 80,075 | $909.67万 | 0.25% | 7,443 | 加仓 |
| Sanctuary Advisors, LLC | 79,626 | $904.57万 | 0.05% | 635 | 加仓 |
| Trilogy Capital Inc. | 78,073 | $886.93万 | 0.39% | 78,073 | 新建仓 |
| OneDigital Investment Advisors LLC | 77,261 | $877.70万 | 0.09% | 533 | 加仓 |
| FLOW TRADERS U.S. LLC | 65,760 | $747.10万 | 0.24% | 63,297 | 重新持有 |
| Kingsview Wealth Management, LLC | 62,541 | $710.48万 | 0.10% | 62,541 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 62,266 | $707.35万 | 0.00% | -28,376 | 减仓 |
| One Wealth Advisors, LLC | 61,802 | $702.09万 | 0.87% | -1,320 | 减仓 |
| Xena Financial Planning, LLC | 59,878 | $680.23万 | 7.68% | 18,154 | 加仓 |
| W ADVISORS, LLC | 53,299 | $605.49万 | 3.10% | -3,648 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 51,996 | $590.69万 | 0.01% | -3,791 | 减仓 |
| SK Wealth Management, LLC | 50,820 | $585.24万 | 1.62% | -328 | 减仓 |
| GeoWealth Management, LLC | 51,047 | $579.90万 | 0.21% | -5,392 | 减仓 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 49,270 | $559.72万 | 2.16% | 138 | 加仓 |
| Integrated Wealth Concepts LLC | 41,728 | $474.04万 | 0.04% | -1,133 | 减仓 |
| Aptus Capital Advisors, LLC | 40,334 | $458.20万 | 0.04% | -2,077 | 减仓 |
| LPL Financial LLC | 37,356 | $424.37万 | 0.00% | 11,303 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 32,028 | $363.84万 | 0.00% | 17,382 | 加仓 |
| OSAIC HOLDINGS, INC. | 28,459 | $323.50万 | 0.00% | -1,225 | 减仓 |
| BFSG, LLC | 28,404 | $322.68万 | 0.31% | 0 | 不变 |
| Quantinno Capital Management LP | 25,165 | $285.89万 | 0.00% | 25,165 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 23,719 | $269.46万 | 0.00% | -1,056 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23,450 | $266.40万 | 0.00% | -361 | 减仓 |
| WELLS FARGO & COMPANY/MN | 22,351 | $253.92万 | 0.00% | -1,156 | 减仓 |
| Equitable Holdings, Inc. | 20,906 | $253.52万 | 0.02% | 2,969 | 加仓 |
| Independent Advisor Alliance | 22,256 | $252.83万 | 0.03% | 22,256 | 新建仓 |
| GTS SECURITIES LLC | 22,221 | $252.44万 | 0.09% | 22,221 | 新建仓 |
| Brookstone Capital Management | 21,639 | $245.83万 | 0.03% | 892 | 加仓 |
| HB Wealth Management, LLC | 19,057 | $216.49万 | 0.01% | 2,071 | 加仓 |
| Omega Financial Group, LLC | 18,785 | $213.40万 | 0.69% | -2,003 | 减仓 |
| KICKSTAND VENTURES, LLC. | 17,483 | $198.61万 | 0.42% | -684 | 减仓 |
| CFS Investment Advisory Services, LLC | 15,742 | $196.29万 | 0.14% | -257 | 减仓 |
| Walkner Condon Financial Advisors LLC | 17,023 | $193.39万 | 0.25% | 122 | 加仓 |
| Cetera Investment Advisers | 16,582 | $188.38万 | 0.00% | 365 | 加仓 |
| SAX WEALTH ADVISORS, LLC | 15,452 | $187.38万 | 0.09% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 16,387 | $186.16万 | 0.01% | 0 | 不变 |
| MATHER GROUP, LLC. | 16,355 | $185.80万 | 0.02% | -682 | 减仓 |
| Bond & Devick Financial Network, Inc. | 16,056 | $182.40万 | 0.51% | 1,563 | 加仓 |
| Corient Private Wealth LP | 19,006 | $180.31万 | 0.00% | -19,210 | 减仓 |
内部人交易（Form 4）
SUSL 董事、高管和大股东的最新买卖申报。专业版可看 🔒