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 🔒

2026Q1 买入最多

Prime Capital Investment Advisors, LLC加仓$1,538.55万
CWM, LLC加仓$816.67万
AMERIPRISE FINANCIAL INC加仓$545.82万
ENVESTNET ASSET MANAGEMENT INC加仓$529.71万
RAYMOND JAMES FINANCIAL INC加仓$300.50万
NewEdge Advisors, LLC加仓$259.25万
First Heartland Consultants, Inc.新建仓$254.85万
Independent Advisor Alliance新建仓$207.94万
Cooper Capital Advisors LLC新建仓$152.15万
AMERICAN CENTURY COMPANIES INC新建仓$142.32万
Elequin Capital, LP新建仓$120.99万
JANE STREET GROUP, LLC加仓$114.78万
JPMORGAN CHASE & CO加仓$104.40万
FIFTH THIRD BANCORP新建仓$82.25万
IFP Advisors, Inc加仓$61.73万
STIFEL FINANCIAL CORP加仓$52.09万
Landmark Wealth Management, LLC加仓$48.79万
CONDOR CAPITAL MANAGEMENT加仓$45.33万
Goldstein Advisors, LLC加仓$44.19万
FAS Wealth Partners, Inc.加仓$44.05万

2026Q1 卖出最多

FLOW TRADERS U.S. LLC清仓-$460.70万
MORGAN STANLEY减仓-$187.69万
Kestra Advisory Services, LLC减仓-$137.53万
Savvy Advisors, Inc.减仓-$61.46万
Mariner, LLC减仓-$52.57万
MERCER GLOBAL ADVISORS INC /ADV减仓-$48.95万
MML INVESTORS SERVICES, LLC减仓-$29.10万
Atria Investments, Inc清仓-$26.63万
Shade Tree Advisors LLC清仓-$21.35万
Compound Planning, Inc.清仓-$20.82万
McAdam, LLC清仓-$20.29万
PFG Advisors减仓-$18.31万
Orion Porfolio Solutions, LLC减仓-$16.54万
Private Advisor Group, LLC减仓-$15.85万
CAPTRUST FINANCIAL ADVISORS减仓-$14.66万
Dynamic Advisor Solutions LLC减仓-$12.01万
Midwestern Financial, LLC /IA减仓-$9.13万
Gerber Kawasaki Wealth & Investment Management减仓-$6.25万
Frederick Financial Consultants, LLC减仓-$6.14万
Core Wealth Advisors, Inc.减仓-$5.17万

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
ENVESTNET ASSET MANAGEMENT INC2,300,509$1.15亿0.03%105,836加仓
CWM, LLC1,552,913$7,772.33万0.20%163,170加仓
LPL Financial LLC653,570$3,271.12万0.01%4,388加仓
Goldstein Advisors, LLC420,940$2,106.80万2.34%8,829加仓
CX Institutional407,485$2,039.50万0.62%7,137加仓
MORGAN STANLEY384,823$1,926.04万0.00%-37,500减仓
Prime Capital Investment Advisors, LLC339,492$1,699.16万0.20%307,402加仓
RAYMOND JAMES FINANCIAL INC274,203$1,372.38万0.00%60,040加仓
AMERIPRISE FINANCIAL INC256,869$1,285.63万0.00%109,055加仓
Private Advisor Group, LLC192,683$964.38万0.05%-3,167减仓
Henderson Brothers Financial Partners, LLC184,331$922.58万2.34%——
CONDOR CAPITAL MANAGEMENT177,142$886.60万0.74%9,057加仓
IFP Advisors, Inc138,718$694.28万0.14%12,333加仓
Dynamic Advisor Solutions LLC124,663$623.94万0.20%-2,400减仓
First Affirmative Financial Network117,918$590.18万2.29%——
U.S. Capital Wealth Advisors, LLC114,131$571.23万0.14%5,559加仓
NewEdge Advisors, LLC106,977$535.42万0.02%51,799加仓
COMMONWEALTH EQUITY SERVICES, LLC103,684$518.94万0.01%3,155加仓
FAS Wealth Partners, Inc.96,934$485.16万0.30%8,801加仓
Kestra Advisory Services, LLC92,776$464.34万0.02%-27,479减仓
GEM Asset Management, LLC72,033$360.52万1.59%4,279加仓
Cambridge Investment Research Advisors, Inc.71,064$355.70万0.01%617加仓
Visionary Wealth Advisors69,628$348.49万0.15%-170减仓
IHT Wealth Management, LLC64,021$320.43万0.07%907加仓
OneDigital Investment Advisors LLC60,115$300.88万0.03%4,852加仓
HighTower Advisors, LLC58,005$290.32万0.00%4,203加仓
MERCER GLOBAL ADVISORS INC /ADV53,752$269.03万0.00%-9,780减仓
Landmark Wealth Management, LLC51,941$259.96万0.70%9,749加仓
JPMORGAN CHASE & CO51,261$255.89万0.00%20,913加仓
First Heartland Consultants, Inc.50,920$254.85万0.20%50,920新建仓
MATHER GROUP, LLC.50,101$250.75万0.03%916加仓
GWN SECURITIES INC.44,151$220.98万0.42%950加仓
Independent Advisor Alliance41,546$207.94万0.02%41,546新建仓
ROYAL BANK OF CANADA40,468$202.50万0.00%3,441加仓
OSAIC HOLDINGS, INC.40,022$200.33万0.00%5,124加仓
OneAscent Financial Services LLC38,913$194.76万0.11%2,246加仓
JANE STREET GROUP, LLC37,091$185.64万0.00%22,934加仓
Mutual Advisors, LLC35,565$178.00万0.04%826加仓
Pine Valley Investments Ltd Liability Co33,855$169.45万0.08%-247减仓
Mariner, LLC30,701$153.66万0.00%-10,503减仓
Cooper Capital Advisors LLC30,400$152.15万1.06%30,400新建仓
AMERICAN CENTURY COMPANIES INC28,436$142.32万0.00%28,436新建仓
Melone Private Wealth, LLC24,494$122.59万0.50%8,194加仓
Elequin Capital, LP24,174$120.99万0.10%24,174新建仓
PNC Financial Services Group, Inc.24,152$120.88万0.00%2,209加仓
Equitable Holdings, Inc.23,648$119.14万0.01%3,413加仓
Midwestern Financial, LLC /IA23,379$117.01万0.92%-1,824减仓
Foundations Investment Advisors, LLC22,843$114.33万0.01%4,008加仓
PFG Advisors20,105$100.63万0.05%-3,658减仓
CNB Bank18,932$94.75万0.40%0不变

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