13F 机构持仓

TAXF AMERICAN CENTY ETF TR

DIVERSIFIED MU

持有机构数1132026Q2
26Q126Q2
机构合计持股(股)8,796,8232026Q2
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
2026Q21138,796,823$4.47亿 1750319$4,200.55万
2026Q11069,712,106$4.86亿 1249235$4,864.62万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$740.30万
Arax Advisory Partners新建仓$598.00万
AMERIPRISE FINANCIAL INC加仓$492.59万
MORGAN STANLEY加仓$367.13万
Cambridge Investment Research Advisors, Inc.加仓$359.91万
GOLDMAN SACHS GROUP INC新建仓$333.34万
ARQ WEALTH ADVISORS, LLC新建仓$328.35万
Elequin Capital, LP加仓$301.59万
CARY STREET PARTNERS FINANCIAL LLC新建仓$297.29万
Private Advisor Group, LLC加仓$238.24万
JANE STREET GROUP, LLC加仓$234.13万
LPL Financial LLC加仓$185.47万
CX Institutional加仓$105.83万
Goldstein Advisors, LLC加仓$78.94万
GEM Asset Management, LLC加仓$77.15万
JONES FINANCIAL COMPANIES LLLP加仓$76.13万
Concurrent Investment Advisors, LLC加仓$72.84万
OSAIC HOLDINGS, INC.加仓$65.08万
JPMORGAN CHASE & CO加仓$64.98万
Portfolio Resources Advisor Group, Inc.新建仓$64.80万

2026Q2 卖出最多

Henderson Brothers Financial Partners, LLC减仓-$445.80万
Independent Advisor Alliance清仓-$207.94万
Mariner, LLC清仓-$153.66万
AMERICAN CENTURY COMPANIES INC清仓-$142.32万
First Heartland Consultants, Inc.减仓-$118.95万
MATHER GROUP, LLC.减仓-$108.12万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$56.28万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$46.04万
Legacy Financial Strategies, LLC清仓-$35.47万
Equitable Holdings, Inc.减仓-$31.50万
OLD MISSION CAPITAL LLC清仓-$30.96万
PFG Advisors减仓-$29.85万
Lodestone Wealth Management LLC减仓-$29.39万
FIFTH THIRD BANCORP减仓-$27.51万
Finward Bancorp清仓-$26.92万
MERCER GLOBAL ADVISORS INC /ADV减仓-$26.82万
Frederick Financial Consultants, LLC减仓-$23.85万
Core Wealth Advisors, Inc.减仓-$22.54万
HighPoint Advisor Group LLC清仓-$21.45万
Kestra Advisory Services, LLC减仓-$17.68万

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
ENVESTNET ASSET MANAGEMENT INC2,446,137$1.24亿0.03%145,628加仓
LPL Financial LLC690,054$3,507.89万0.01%36,484加仓
MORGAN STANLEY457,043$2,323.38万0.00%72,220加仓
Goldstein Advisors, LLC436,469$2,218.79万2.03%15,529加仓
CX Institutional428,304$2,177.30万0.63%20,819加仓
AMERIPRISE FINANCIAL INC353,825$1,797.63万0.00%96,956加仓
Prime Capital Investment Advisors, LLC351,005$1,784.33万0.17%11,513加仓
RAYMOND JAMES FINANCIAL INC276,068$1,403.39万0.00%1,865加仓
Private Advisor Group, LLC239,548$1,217.74万0.06%46,865加仓
CONDOR CAPITAL MANAGEMENT177,881$904.26万0.68%739加仓
IFP Advisors, Inc148,181$753.28万0.14%9,463加仓
Cambridge Investment Research Advisors, Inc.141,856$721.20万0.01%70,792加仓
Dynamic Advisor Solutions LLC123,317$626.88万0.18%-1,346减仓
Arax Advisory Partners117,636$598.00万0.04%117,636新建仓
NewEdge Advisors, LLC116,750$593.50万0.02%9,773加仓
FAS Wealth Partners, Inc.105,053$534.04万0.28%8,119加仓
Henderson Brothers Financial Partners, LLC96,635$491.25万2.33%-87,696减仓
COMMONWEALTH EQUITY SERVICES, LLC94,628$481.04万0.01%-9,056减仓
Kestra Advisory Services, LLC89,298$453.94万0.01%-3,478减仓
GEM Asset Management, LLC87,210$443.33万1.75%15,177加仓
Elequin Capital, LP83,501$424.48万0.13%59,327加仓
JANE STREET GROUP, LLC83,147$422.68万0.00%46,056加仓
Visionary Wealth Advisors74,571$379.08万0.15%4,943加仓
GOLDMAN SACHS GROUP INC65,573$333.34万0.00%65,573新建仓
ARQ WEALTH ADVISORS, LLC65,474$328.35万0.41%65,474新建仓
JPMORGAN CHASE & CO64,028$325.90万0.00%12,767加仓
IHT Wealth Management, LLC62,424$317.33万0.07%-1,597减仓
HighTower Advisors, LLC61,786$314.09万0.00%3,781加仓
OneDigital Investment Advisors LLC60,815$309.15万0.03%700加仓
CARY STREET PARTNERS FINANCIAL LLC58,481$297.29万0.06%58,481新建仓
Landmark Wealth Management, LLC57,033$289.93万0.69%5,092加仓
OSAIC HOLDINGS, INC.52,823$268.57万0.00%12,801加仓
MERCER GLOBAL ADVISORS INC /ADV48,477$246.43万0.00%-5,275减仓
ROYAL BANK OF CANADA47,529$241.60万0.00%7,061加仓
GWN SECURITIES INC.44,151$224.44万0.38%0不变
Allied Private Wealth LLC43,894$221.40万1.42%——
OneAscent Financial Services LLC39,738$202.01万0.10%825加仓
Mutual Advisors, LLC38,074$193.55万0.04%2,509加仓
Cooper Capital Advisors LLC34,400$174.87万0.76%4,000加仓
PNC Financial Services Group, Inc.33,846$172.06万0.00%9,694加仓
Pine Valley Investments Ltd Liability Co33,796$171.80万0.07%-59减仓
MATHER GROUP, LLC.28,833$146.57万0.01%-21,268减仓
Melone Private Wealth, LLC27,646$140.54万0.54%3,152加仓
First Heartland Consultants, Inc.27,520$139.90万0.09%-23,400减仓
JONES FINANCIAL COMPANIES LLLP25,595$129.95万0.00%14,995加仓
Foundations Investment Advisors, LLC24,958$126.87万0.01%2,115加仓
Midwestern Financial, LLC /IA23,160$117.74万0.82%-219减仓
CNB Bank20,451$103.96万0.41%1,519加仓
Concurrent Investment Advisors, LLC18,829$95.72万0.01%14,329加仓
Equitable Holdings, Inc.17,452$88.72万0.01%-6,196减仓

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