VOTE TCW ETF TRUST
TRANSFRM 500 ETF
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 | 112 | 8,698,468 | $7.67亿 | 11 | 35 | 29 | 8 | $973.38万 |
| 2026Q1 | 113 | 8,650,281 | $6.59亿 | 12 | 44 | 21 | 2 | $4,641.13万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Angeles Investment Advisors, LLC | 加仓 | $1,099.98万 |
| Fund Evaluation Group, LLC | 加仓 | $708.04万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $532.59万 |
| Orion Porfolio Solutions, LLC | 加仓 | $334.54万 |
| ASPIRIANT, LLC | 加仓 | $313.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $218.18万 |
| PNC Financial Services Group, Inc. | 加仓 | $167.41万 |
| Jordan Park Group LLC | 新建仓 | $145.67万 |
| Modern Wealth Management, LLC | 加仓 | $134.24万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $120.28万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $90.96万 |
| MORGAN STANLEY | 加仓 | $76.51万 |
| FMR LLC | 加仓 | $51.79万 |
| Betterment LLC | 加仓 | $45.12万 |
| Arax Advisory Partners | 新建仓 | $22.83万 |
| EP Wealth Advisors, LLC | 新建仓 | $22.10万 |
| Sonoma Allocations LLC | 加仓 | $20.55万 |
| Values Added Financial LLC | 加仓 | $17.23万 |
| Thrivent Financial for Lutherans | 加仓 | $12.94万 |
| Integrated Wealth Concepts LLC | 新建仓 | $12.79万 |
2026Q2 卖出最多
| Ethic Inc. | 减仓 | -$1,342.12万 |
| JPMORGAN CHASE & CO | 减仓 | -$586.25万 |
| Tolleson Wealth Management, Inc. | 减仓 | -$458.48万 |
| Gateway Wealth Partners, LLC | 减仓 | -$431.65万 |
| CITADEL ADVISORS LLC | 清仓 | -$55.77万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$47.19万 |
| Financial Insights, Inc. | 减仓 | -$33.54万 |
| JANE STREET GROUP, LLC | 清仓 | -$32.27万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$26.29万 |
| ROYAL BANK OF CANADA | 减仓 | -$24.88万 |
| GK Wealth Management LLC | 清仓 | -$23.74万 |
| LPL Financial LLC | 减仓 | -$21.14万 |
| MAI Capital Management | 清仓 | -$15.39万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$12.37万 |
| A&I FINANCIAL SERVICES, LLC | 减仓 | -$12.26万 |
| Bank of New York Mellon Corp | 减仓 | -$10.51万 |
| Breakwater Investment Management | 减仓 | -$10.44万 |
| Mutual Advisors, LLC | 减仓 | -$10.44万 |
| Legacy Wealth Managment, LLC/ID | 清仓 | -$8.70万 |
| RIDGECREST WEALTH PARTNERS, LLC | 减仓 | -$7.21万 |
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 |
|---|---|---|---|---|---|
| Betterment LLC | 1,620,553 | $1.43亿 | 0.24% | 5,117 | 加仓 |
| PNC Financial Services Group, Inc. | 1,199,264 | $1.06亿 | 0.05% | 18,987 | 加仓 |
| Angeles Investment Advisors, LLC | 889,414 | $7,841.86万 | 4.71% | 124,758 | 加仓 |
| Thrivent Financial for Lutherans | 790,935 | $6,973.60万 | 0.12% | 1,468 | 加仓 |
| Fund Evaluation Group, LLC | 512,574 | $4,519.31万 | 1.22% | 80,305 | 加仓 |
| National Philanthropic Trust | 476,634 | $4,202.43万 | 0.61% | 0 | 不变 |
| GOLDMAN SACHS GROUP INC | 391,401 | $3,450.94万 | 0.00% | 13,642 | 加仓 |
| JPMORGAN CHASE & CO | 282,396 | $2,468.26万 | 0.00% | -67,073 | 减仓 |
| Orion Porfolio Solutions, LLC | 211,498 | $1,864.76万 | 0.14% | 37,943 | 加仓 |
| Ethic Inc. | 194,114 | $1,711.48万 | 0.21% | -152,221 | 减仓 |
| Dorsey & Whitney Trust CO LLC | 186,983 | $1,648.61万 | 0.80% | 0 | 不变 |
| BANK OF AMERICA CORP /DE/ | 185,599 | $1,636.39万 | 0.00% | -180 | 减仓 |
| ASPIRIANT, LLC | 167,619 | $1,477.90万 | 0.36% | 35,588 | 加仓 |
| Beacon Pointe Advisors, LLC | 160,262 | $1,413.01万 | 0.07% | -553 | 减仓 |
| MORGAN STANLEY | 141,392 | $1,246.64万 | 0.00% | 8,678 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 129,452 | $1,141.40万 | 0.01% | 60,404 | 加仓 |
| Mutual Advisors, LLC | 123,719 | $1,090.82万 | 0.21% | -1,184 | 减仓 |
| Pathstone Holdings, LLC | 110,650 | $975.59万 | 0.03% | -500 | 减仓 |
| Values Added Financial LLC | 85,748 | $756.03万 | 2.73% | 1,954 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,084 | $556.20万 | 0.00% | 24,746 | 加仓 |
| Gateway Wealth Partners, LLC | 51,211 | $451.52万 | 0.27% | -48,957 | 减仓 |
| Financial Insights, Inc. | 46,806 | $412.68万 | 1.09% | -3,804 | 减仓 |
| Modern Wealth Management, LLC | 46,340 | $408.57万 | 0.05% | 15,225 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 42,809 | $377.45万 | 0.03% | 10,317 | 加仓 |
| A&I FINANCIAL SERVICES, LLC | 42,458 | $374.35万 | 1.63% | -1,390 | 减仓 |
| Bank of New York Mellon Corp | 40,133 | $353.85万 | 0.00% | -1,192 | 减仓 |
| Plum Street Advisors, LLC | 33,640 | $296.60万 | 0.95% | -520 | 减仓 |
| Ballentine Partners, LLC | 29,820 | $262.92万 | 0.03% | 0 | 不变 |
| LPL Financial LLC | 27,607 | $243.41万 | 0.00% | -2,398 | 减仓 |
| BRIGHTON JONES LLC | 21,818 | $192.37万 | 0.04% | 38 | 加仓 |
| Fairman Group, LLC | 21,118 | $186.20万 | 1.46% | 46 | 加仓 |
| Kestra Advisory Services, LLC | 18,856 | $166.25万 | 0.01% | 839 | 加仓 |
| SEEDS INVESTOR LLC | 18,747 | $165.29万 | 0.17% | 191 | 加仓 |
| Hirtle & Co., LLC | 16,911 | $149.10万 | 0.05% | 0 | 不变 |
| MISSION WEALTH MANAGEMENT, LP | 16,636 | $146.68万 | 0.02% | -210 | 减仓 |
| Jordan Park Group LLC | 16,522 | $145.67万 | 0.07% | 16,522 | 新建仓 |
| OSAIC HOLDINGS, INC. | 16,255 | $143.32万 | 0.00% | 712 | 加仓 |
| Phoenix Wealth Advisors | 16,024 | $141.28万 | 0.48% | -297 | 减仓 |
| Tolleson Wealth Management, Inc. | 15,828 | $139.55万 | 0.19% | -52,000 | 减仓 |
| Etesian Wealth Advisors, Inc. | 13,489 | $118.93万 | 0.35% | -244 | 减仓 |
| Sonoma Allocations LLC | 11,564 | $102.19万 | 0.32% | 2,325 | 加仓 |
| Rockefeller Capital Management L.P. | 11,137 | $98.19万 | 0.00% | 0 | 不变 |
| Sage Advisory Services, Ltd.Co. | 10,361 | $91.40万 | 0.45% | -269 | 减仓 |
| Breakwater Investment Management | 10,212 | $90.04万 | 0.31% | -1,184 | 减仓 |
| Creative Planning | 10,126 | $89.28万 | 0.00% | -163 | 减仓 |
| DIVERSIFIED TRUST CO | 9,578 | $84.45万 | 0.01% | 0 | 不变 |
| STIFEL FINANCIAL CORP | 9,286 | $81.88万 | 0.00% | 132 | 加仓 |
| Valeo Financial Advisors, LLC | 8,451 | $74.51万 | 0.02% | 0 | 不变 |
| Fiduciary Trust Co | 8,420 | $74.24万 | 0.01% | 0 | 不变 |
| Ashton Thomas Private Wealth, LLC | 8,309 | $73.26万 | 0.02% | -146 | 减仓 |
内部人交易（Form 4）
VOTE 董事、高管和大股东的最新买卖申报。专业版可看 🔒