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 🔒

2026Q2 买入最多

MML INVESTORS SERVICES, LLC加仓$289.30万
LAUREL OAK WEALTH MANAGEMENT, LLC加仓$201.30万
EP Wealth Advisors, LLC加仓$197.89万
Integrated Wealth Concepts LLC加仓$190.93万
SWEENEY & MICHEL, LLC新建仓$189.65万
Mayflower Financial Advisors, LLC新建仓$145.14万
LPL Financial LLC新建仓$131.79万
Delos Wealth Advisors, LLC加仓$128.71万
GOLDMAN SACHS GROUP INC新建仓$124.70万
AE Wealth Management LLC加仓$122.54万
Farther Finance Advisors, LLC加仓$76.11万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC新建仓$69.71万
Buck Wealth Strategies, LLC加仓$51.72万
ADAPT WEALTH ADVISORS, LLC新建仓$41.47万
ASSETMARK, INC加仓$32.85万
EVOLUTION WEALTH MANAGEMENT INC.新建仓$29.91万
LAKE STREET PRIVATE WEALTH, LLC加仓$26.42万
BCGM Wealth Management, LLC加仓$23.25万
HRT FINANCIAL LP新建仓$22.80万
Tanager Wealth Management LLP加仓$22.76万

2026Q2 卖出最多

Oasis Advisors, LLC重新持有-$119.02万
Orion Porfolio Solutions, LLC清仓-$63.30万
FLOW TRADERS U.S. LLC清仓-$54.70万
Inspire Advisors, LLC减仓-$48.08万
JANE STREET GROUP, LLC减仓-$45.51万
VICTORY FINANCIAL GROUP, LLC减仓-$43.23万
CATALYST FINANCIAL PARTNERS LLC清仓-$36.28万
Patriot Financial Group Insurance Agency, LLC减仓-$36.05万
BlackRock, Inc.减仓-$25.85万
Balance Wealth Partners LLC减仓-$25.85万
JPMORGAN CHASE & CO减仓-$19.36万
INCOME RESEARCH & MANAGEMENT减仓-$15.22万
RAYMOND JAMES FINANCIAL INC减仓-$13.01万
JDM Financial Group LLC减仓-$10.02万
Plum Street Advisors, LLC减仓-$4.70万
ENVESTNET ASSET MANAGEMENT INC减仓-$3.98万
STIFEL FINANCIAL CORP减仓-$3.96万
Indivisible Partners减仓-$3.93万
Ameritas Advisory Services, LLC清仓-$2.72万
Impact Partnership Wealth, LLC减仓-$1.78万

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
EP Wealth Advisors, LLC1,569,326$7,962.76万0.30%39,001加仓
Tanager Wealth Management LLP234,724$1,190.99万1.04%4,485加仓
One Capital Management, LLC211,094$1,067.19万0.30%0不变
Delos Wealth Advisors, LLC158,765$805.57万4.13%25,366加仓
BCGM Wealth Management, LLC112,514$570.90万1.21%4,583加仓
MML INVESTORS SERVICES, LLC98,937$502.01万0.01%57,016加仓
INCOME RESEARCH & MANAGEMENT97,000$492.18万2.67%-3,000减仓
Integrated Wealth Concepts LLC92,732$470.52万0.02%37,630加仓
ASSETMARK, INC86,147$437.11万0.01%6,474加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC78,788$399.77万0.52%0不变
AE Wealth Management LLC74,151$376.24万0.02%24,150加仓
LAUREL OAK WEALTH MANAGEMENT, LLC49,631$251.83万0.37%39,673加仓
LAKE STREET PRIVATE WEALTH, LLC48,327$245.21万0.28%5,207加仓
ENVESTNET ASSET MANAGEMENT INC47,386$240.44万0.00%-784减仓
Balance Wealth Partners LLC47,357$240.29万0.64%-5,094减仓
SWEENEY & MICHEL, LLC37,571$189.65万0.50%37,571新建仓
STIFEL FINANCIAL CORP36,548$185.44万0.00%-780减仓
Nemes Rush Group LLC31,896$161.84万0.13%836加仓
Mayflower Financial Advisors, LLC28,604$145.14万0.11%28,604新建仓
CGN Advisors LLC27,610$140.09万0.10%1,595加仓
LPL Financial LLC25,974$131.79万0.00%25,974新建仓
GOLDMAN SACHS GROUP INC24,576$124.70万0.00%24,576新建仓
COMMONWEALTH EQUITY SERVICES, LLC24,348$123.54万0.00%2,351加仓
Farther Finance Advisors, LLC23,316$118.31万0.01%15,000加仓
VICTORY FINANCIAL GROUP, LLC22,873$116.06万0.12%-8,521减仓
Buck Wealth Strategies, LLC22,786$115.62万0.12%10,193加仓
CITADEL ADVISORS LLC20,231$102.65万0.00%1,456加仓
Cetera Investment Advisers18,898$95.89万0.00%842加仓
CFS Investment Advisory Services, LLC17,827$90.25万0.06%16加仓
RAYMOND JAMES FINANCIAL INC15,281$77.54万0.00%-2,565减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,774$69.71万0.00%13,774新建仓
JDM Financial Group LLC12,375$62.79万0.12%-1,975减仓
Gradient Investments LLC12,098$61.39万0.01%42加仓
Oasis Advisors, LLC11,313$57.40万0.37%-23,456重新持有
Plum Street Advisors, LLC9,880$50.13万0.16%-926减仓
Bridgewater Advisors Inc.9,826$49.51万0.03%0不变
SmartHarvest Portfolios, LLC8,767$44.48万0.14%0不变
JANE STREET GROUP, LLC8,727$44.28万0.00%-8,970减仓
Concurrent Investment Advisors, LLC8,637$43.82万0.00%3加仓
Impact Partnership Wealth, LLC8,471$42.98万0.04%-350减仓
Benchmark Financial, LLC8,328$42.26万0.34%570加仓
ADAPT WEALTH ADVISORS, LLC8,173$41.47万0.14%8,173新建仓
Patriot Financial Group Insurance Agency, LLC7,204$36.55万0.04%-7,104减仓
FIDUCIENT ADVISORS LLC6,481$32.88万0.05%41加仓
Indivisible Partners5,994$30.41万0.02%-774减仓
EVOLUTION WEALTH MANAGEMENT INC.5,894$29.91万0.18%5,894新建仓
Guild Investment Management, Inc.5,500$27.91万0.19%0不变
JPMORGAN CHASE & CO4,687$23.79万0.00%-3,814减仓
HRT FINANCIAL LP4,506$22.80万0.00%4,506新建仓
Kestra Advisory Services, LLC4,419$22.42万0.00%25加仓

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