13F 机构持仓

TAXX BONDBLOXX ETF TRUST

IR M TAXAWARE

持有机构数602026Q2
26Q126Q2
机构合计持股(股)3,564,6622026Q2
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
2026Q2603,564,662$1.81亿 1224166$1,611.20万
2026Q1543,584,963$1.81亿 162472$2,648.06万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

EP Wealth Advisors, LLC加仓$882.77万
ASSETMARK, INC新建仓$402.79万
ENVESTNET ASSET MANAGEMENT INC新建仓$243.52万
MML INVESTORS SERVICES, LLC新建仓$211.93万
Tanager Wealth Management LLP加仓$207.40万
AE Wealth Management LLC加仓$198.43万
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC加仓$149.43万
CWM, LLC加仓$103.02万
CITADEL ADVISORS LLC新建仓$94.92万
Patriot Financial Group Insurance Agency, LLC新建仓$72.34万
Nemes Rush Group LLC加仓$67.13万
Delos Wealth Advisors, LLC加仓$66.54万
FLOW TRADERS U.S. LLC新建仓$54.70万
Plum Street Advisors, LLC新建仓$54.63万
JANE STREET GROUP, LLC加仓$51.16万
LAUREL OAK WEALTH MANAGEMENT, LLC新建仓$50.34万
Bridgewater Advisors Inc.新建仓$49.74万
One Capital Management, LLC加仓$46.31万
Impact Partnership Wealth, LLC新建仓$44.59万
Concurrent Investment Advisors, LLC新建仓$43.65万

2026Q1 卖出最多

Thrivent Financial for Lutherans清仓-$456.90万
Orion Porfolio Solutions, LLC减仓-$118.89万
Sound Income Strategies, LLC减仓-$76.64万
Guardian Financial Partners, LLC清仓-$26.83万
CFS Investment Advisory Services, LLC减仓-$9.97万
JDM Financial Group LLC减仓-$7.97万
Cetera Investment Advisers减仓-$6.94万
Kestra Advisory Services, LLC减仓-$6.21万
Inspire Advisors, LLC减仓-$1.32万
UBS Group AG重新持有-$859

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
EP Wealth Advisors, LLC1,530,325$7,736.56万0.38%174,615加仓
CWM, LLC372,745$1,884.41万0.05%20,378加仓
Tanager Wealth Management LLP230,239$1,163.97万1.13%41,025加仓
One Capital Management, LLC211,094$1,067.19万0.29%9,160加仓
Delos Wealth Advisors, LLC133,399$674.40万3.86%13,161加仓
BCGM Wealth Management, LLC107,931$545.65万1.37%6,826加仓
INCOME RESEARCH & MANAGEMENT100,000$505.55万3.00%0不变
ASSETMARK, INC79,673$402.79万0.01%79,673新建仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC78,788$398.31万0.61%29,558加仓
Integrated Wealth Concepts LLC55,102$278.57万0.02%8,457加仓
Balance Wealth Partners LLC52,451$265.17万0.82%1,774加仓
AE Wealth Management LLC50,001$252.78万0.01%39,251加仓
ENVESTNET ASSET MANAGEMENT INC48,170$243.52万0.00%48,170新建仓
LAKE STREET PRIVATE WEALTH, LLC43,120$217.99万0.28%1,281加仓
MML INVESTORS SERVICES, LLC41,921$211.93万0.01%41,921新建仓
STIFEL FINANCIAL CORP37,328$188.71万0.00%69加仓
VICTORY FINANCIAL GROUP, LLC31,394$158.71万0.19%2,137加仓
Nemes Rush Group LLC31,060$157.02万0.15%13,278加仓
CGN Advisors LLC26,015$131.52万0.10%6,785加仓
COMMONWEALTH EQUITY SERVICES, LLC21,997$111.21万0.00%2,357加仓
CITADEL ADVISORS LLC18,775$94.92万0.00%18,775新建仓
Cetera Investment Advisers18,056$91.28万0.00%-1,372减仓
CFS Investment Advisory Services, LLC17,811$90.25万0.06%-1,967减仓
RAYMOND JAMES FINANCIAL INC17,846$90.22万0.00%0不变
JANE STREET GROUP, LLC17,697$89.47万0.00%10,119加仓
JDM Financial Group LLC14,350$72.55万0.17%-1,576减仓
Patriot Financial Group Insurance Agency, LLC14,308$72.34万0.04%14,308新建仓
Inspire Advisors, LLC13,865$70.10万0.06%-262减仓
Buck Wealth Strategies, LLC12,593$63.67万0.08%3,832加仓
Orion Porfolio Solutions, LLC12,522$63.30万0.01%-23,518减仓
Gradient Investments LLC12,056$60.95万0.01%307加仓
FLOW TRADERS U.S. LLC10,817$54.70万0.02%10,817新建仓
Plum Street Advisors, LLC10,806$54.63万0.19%10,806新建仓
LAUREL OAK WEALTH MANAGEMENT, LLC9,958$50.34万0.08%9,958新建仓
Bridgewater Advisors Inc.9,826$49.74万0.03%9,826新建仓
Impact Partnership Wealth, LLC8,821$44.59万0.06%8,821新建仓
SmartHarvest Portfolios, LLC8,767$44.32万0.18%0不变
Concurrent Investment Advisors, LLC8,634$43.65万0.00%8,634新建仓
JPMORGAN CHASE & CO8,501$42.94万0.00%1,528加仓
Farther Finance Advisors, LLC8,316$42.03万0.00%2,801加仓
Benchmark Financial, LLC7,758$39.22万0.35%7,758新建仓
CATALYST FINANCIAL PARTNERS LLC7,176$36.28万0.04%0不变
Indivisible Partners6,768$34.22万0.03%1,943加仓
BlackRock, Inc.6,745$34.10万0.00%2,000加仓
FIDUCIENT ADVISORS LLC6,440$32.56万0.04%71加仓
Guild Investment Management, Inc.5,500$27.81万0.20%0不变
Kestra Advisory Services, LLC4,394$22.21万0.00%-1,229减仓
RICHARDSON FINANCIAL SERVICES INC.1,141$5.77万0.04%1,141新建仓
Capital Investment Advisory Services, LLC660$3.34万0.00%660新建仓
Sunrise Financial Services, LLC595$3.01万0.02%0不变

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