ULST SSGA ACTIVE ETF TR
ULT SHT TRM BD
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 | 117 | 7,497,126 | $3.02亿 | 10 | 37 | 38 | 8 | -$1,309.84万 |
| 2026Q1 | 106 | 11,295,443 | $4.57亿 | 9 | 40 | 33 | 6 | $1,468.22万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Stablepoint Partners, LLC | 新建仓 | $873.72万 |
| Elevation Capital Advisory, LLC | 新建仓 | $723.62万 |
| CWM, LLC | 加仓 | $596.48万 |
| MORGAN STANLEY | 加仓 | $314.39万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $181.44万 |
| JPMORGAN CHASE & CO | 加仓 | $136.68万 |
| Norris Financial Group, LLC | 加仓 | $107.73万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $102.32万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 新建仓 | $100.03万 |
| BIP Wealth, LLC | 加仓 | $85.84万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $68.84万 |
| G&S Capital LLC | 加仓 | $66.17万 |
| Cannon Wealth Management Services, LLC | 加仓 | $59.25万 |
| TKG Advisors, LLC | 加仓 | $57.22万 |
| FIFTH THIRD BANCORP | 新建仓 | $41.48万 |
| UBS Group AG | 加仓 | $39.58万 |
| Advisor Resource Council | 新建仓 | $28.79万 |
| Stratos Wealth Partners, LTD. | 加仓 | $25.48万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $22.35万 |
| Merit Financial Group, LLC | 新建仓 | $21.80万 |
2026Q1 卖出最多
| PTM WEALTH MANAGEMENT, LLC | 减仓 | -$932.80万 |
| ORBA Wealth Advisors, L.L.C. | 减仓 | -$240.72万 |
| TRUE Private Wealth Advisors | 重新持有 | -$137.72万 |
| Avestar Capital, LLC | 减仓 | -$134.87万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$130.74万 |
| LPL Financial LLC | 减仓 | -$127.50万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$105.28万 |
| WT Wealth Management | 减仓 | -$102.99万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$97.04万 |
| GatePass Capital, LLC | 清仓 | -$48.61万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$40.32万 |
| Gradient Investments LLC | 清仓 | -$32.21万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$25.29万 |
| Authentikos Wealth Advisory, LLC | 减仓 | -$22.45万 |
| Key Financial Inc | 清仓 | -$18.23万 |
| Sanctuary Advisors, LLC | 减仓 | -$15.29万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$15.22万 |
| Golden State Wealth Management, LLC | 减仓 | -$13.91万 |
| Bouchey Financial Group, Ltd. | 重新持有 | -$12.01万 |
| BridgePort Financial Solutions, LLC | 减仓 | -$10.13万 |
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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,949,890 | $1.60亿 | 0.42% | 147,278 | 加仓 |
| LPL Financial LLC | 1,293,371 | $5,238.15万 | 0.01% | -31,481 | 减仓 |
| MORGAN STANLEY | 693,007 | $2,806.68万 | 0.00% | 77,628 | 加仓 |
| Avestar Capital, LLC | 590,002 | $2,389.51万 | 1.53% | -33,300 | 减仓 |
| BIP Wealth, LLC | 588,178 | $2,382.12万 | 0.97% | 21,195 | 加仓 |
| PTM WEALTH MANAGEMENT, LLC | 471,521 | $1,904.48万 | 10.09% | -230,949 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 459,577 | $1,861.29万 | 0.01% | 44,799 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 277,650 | $1,124.48万 | 0.00% | 16,998 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 277,412 | $1,123.52万 | 0.00% | 25,264 | 加仓 |
| Stablepoint Partners, LLC | 215,734 | $873.72万 | 1.30% | 215,734 | 新建仓 |
| IEQ CAPITAL, LLC | 193,126 | $782.16万 | 0.04% | 0 | 不变 |
| Elevation Capital Advisory, LLC | 178,670 | $723.62万 | 3.08% | 178,670 | 新建仓 |
| ORBA Wealth Advisors, L.L.C. | 122,868 | $497.62万 | 5.93% | -59,437 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 121,252 | $489.86万 | 0.01% | -24,020 | 减仓 |
| David Kennon Inc | 107,590 | $435.74万 | 1.56% | 1,989 | 加仓 |
| Norris Financial Group, LLC | 106,290 | $430.47万 | 1.41% | 26,600 | 加仓 |
| UBS Group AG | 88,314 | $357.67万 | 0.00% | 9,774 | 加仓 |
| BridgePort Financial Solutions, LLC | 76,329 | $309.13万 | 0.88% | -2,500 | 减仓 |
| WT Wealth Management | 71,549 | $289.77万 | 0.86% | -25,429 | 减仓 |
| VERUS CAPITAL PARTNERS, LLC | 62,432 | $252.85万 | 0.17% | -1,640 | 减仓 |
| ROYAL BANK OF CANADA | 60,523 | $245.10万 | 0.00% | -2,104 | 减仓 |
| OSAIC HOLDINGS, INC. | 51,820 | $209.91万 | 0.00% | -6,242 | 减仓 |
| Barnes Wealth Management Group, Inc | 49,836 | $201.84万 | 1.02% | -595 | 减仓 |
| Cannon Wealth Management Services, LLC | 49,772 | $201.57万 | 1.36% | 14,629 | 加仓 |
| Elmwood Wealth Management, Inc. | 47,966 | $194.26万 | 0.54% | -1,249 | 减仓 |
| Thrivent Financial for Lutherans | 47,197 | $191.10万 | 0.00% | 2,410 | 加仓 |
| Global View Capital Management LLC | 44,789 | $181.40万 | 0.48% | 199 | 加仓 |
| MML INVESTORS SERVICES, LLC | 40,859 | $165.48万 | 0.00% | -9,955 | 减仓 |
| JPMORGAN CHASE & CO | 34,933 | $141.34万 | 0.00% | 33,781 | 加仓 |
| TRUE Private Wealth Advisors | 34,406 | $139.35万 | 0.13% | -34,005 | 重新持有 |
| Authentikos Wealth Advisory, LLC | 33,993 | $137.67万 | 0.93% | -5,542 | 减仓 |
| Sanctuary Advisors, LLC | 31,375 | $127.07万 | 0.01% | -3,775 | 减仓 |
| G&S Capital LLC | 31,189 | $126.31万 | 0.44% | 16,339 | 加仓 |
| CGN Advisors LLC | 31,159 | $126.19万 | 0.10% | 2,783 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 30,749 | $124.53万 | 0.00% | -3,758 | 减仓 |
| Fiduciary Trust Co | 28,840 | $116.80万 | 0.01% | 0 | 不变 |
| Ameliora Wealth Management Ltd. | 27,767 | $112.46万 | 0.36% | 0 | 不变 |
| TKG Advisors, LLC | 26,415 | $106.98万 | 0.44% | 14,129 | 加仓 |
| Equitable Holdings, Inc. | 26,122 | $105.81万 | 0.01% | 2,895 | 加仓 |
| Valmark Advisers, Inc. | 26,019 | $105.38万 | 0.01% | -679 | 减仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,700 | $100.03万 | 0.00% | 24,700 | 新建仓 |
| FLOW TRADERS U.S. LLC | 24,622 | $99.70万 | 0.03% | -32,287 | 减仓 |
| Stratos Wealth Partners, LTD. | 24,192 | $97.98万 | 0.01% | 6,292 | 加仓 |
| Crews Bank & Trust | 21,810 | $88.33万 | 0.13% | 0 | 不变 |
| Wealthcare Advisory Partners LLC | 21,082 | $85.38万 | 0.02% | 4,208 | 加仓 |
| NAPLES GLOBAL ADVISORS, LLC | 20,850 | $84.44万 | 0.06% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 20,397 | $82.61万 | 0.00% | 1,963 | 加仓 |
| SALEM INVESTMENT COUNSELORS INC | 19,046 | $77.14万 | 0.02% | -600 | 减仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 17,283 | $70.00万 | 0.03% | 35 | 加仓 |
| OakTrust Wealth Advisors, LLC | 16,620 | $67.31万 | 0.61% | 3,025 | 加仓 |
内部人交易（Form 4）
ULST 董事、高管和大股东的最新买卖申报。专业版可看 🔒