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 🔒 | ||||||||
2026Q1 买入最多
| Fund Evaluation Group, LLC | 新建仓 | $3,298.21万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $1,227.02万 |
| PNC Financial Services Group, Inc. | 加仓 | $673.39万 |
| Gateway Wealth Partners, LLC | 加仓 | $390.70万 |
| Betterment LLC | 加仓 | $326.92万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $253.63万 |
| Fairman Group, LLC | 加仓 | $143.17万 |
| Thrivent Financial for Lutherans | 加仓 | $106.93万 |
| Orion Porfolio Solutions, LLC | 加仓 | $81.03万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $70.31万 |
| MORGAN STANLEY | 加仓 | $61.44万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $57.97万 |
| CITADEL ADVISORS LLC | 新建仓 | $55.77万 |
| Rockefeller Capital Management L.P. | 加仓 | $50.34万 |
| JANE STREET GROUP, LLC | 新建仓 | $32.27万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $26.29万 |
| DWR WEALTH MANAGEMENT, LLC | 新建仓 | $23.74万 |
| GK Wealth Management LLC | 新建仓 | $23.74万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $23.37万 |
| ROYAL BANK OF CANADA | 加仓 | $23.07万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$1,327.53万 |
| Angeles Investment Advisors, LLC | 减仓 | -$277.60万 |
| Contango Wealth Management LLC | 减仓 | -$249.22万 |
| Ethic Inc. | 减仓 | -$146.28万 |
| Phoenix Wealth Advisors | 减仓 | -$124.79万 |
| GTS SECURITIES LLC | 清仓 | -$70.86万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$63.82万 |
| Creative Planning | 减仓 | -$49.83万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$48.28万 |
| Values Added Financial LLC | 减仓 | -$21.56万 |
| Financial Insights, Inc. | 减仓 | -$19.80万 |
| Dorsey & Whitney Trust CO LLC | 减仓 | -$18.52万 |
| A&I FINANCIAL SERVICES, LLC | 减仓 | -$9.59万 |
| UBS Group AG | 减仓 | -$9.52万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$3.67万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$2.62万 |
| Mutual Advisors, LLC | 减仓 | -$1.85万 |
| Portland Global Advisors LLC | 减仓 | -$1.53万 |
| Millstone Evans Group, LLC | 减仓 | -$9,690 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 清仓 | -$9,000 |
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 |
|---|---|---|---|---|---|
| Betterment LLC | 1,615,436 | $1.23亿 | 0.23% | 42,846 | 加仓 |
| PNC Financial Services Group, Inc. | 1,180,277 | $9,005.51万 | 0.05% | 88,256 | 加仓 |
| Thrivent Financial for Lutherans | 789,467 | $6,023.60万 | 0.11% | 14,014 | 加仓 |
| Angeles Investment Advisors, LLC | 764,656 | $5,834.33万 | 3.92% | -36,383 | 减仓 |
| National Philanthropic Trust | 476,634 | $3,636.72万 | 0.39% | 0 | 不变 |
| Fund Evaluation Group, LLC | 432,269 | $3,298.21万 | 1.01% | 432,269 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 377,759 | $2,882.30万 | 0.00% | -481 | 减仓 |
| Ethic Inc. | 346,335 | $2,642.54万 | 0.42% | -19,172 | 减仓 |
| JPMORGAN CHASE & CO | 349,469 | $2,592.35万 | 0.00% | -178,962 | 减仓 |
| Dorsey & Whitney Trust CO LLC | 186,983 | $1,426.68万 | 0.78% | -2,427 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 185,779 | $1,417.49万 | 0.00% | 9,215 | 加仓 |
| Orion Porfolio Solutions, LLC | 173,555 | $1,324.23万 | 0.11% | 10,620 | 加仓 |
| Beacon Pointe Advisors, LLC | 160,815 | $1,227.02万 | 0.06% | 160,815 | 新建仓 |
| MORGAN STANLEY | 132,714 | $1,012.62万 | 0.00% | 8,052 | 加仓 |
| ASPIRIANT, LLC | 132,031 | $1,007.40万 | 0.29% | 1,255 | 加仓 |
| Mutual Advisors, LLC | 124,903 | $953.01万 | 0.20% | -243 | 减仓 |
| Pathstone Holdings, LLC | 111,150 | $848.07万 | 0.03% | 0 | 不变 |
| Gateway Wealth Partners, LLC | 100,168 | $764.28万 | 0.30% | 51,206 | 加仓 |
| Values Added Financial LLC | 83,794 | $639.35万 | 2.69% | -2,826 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 69,048 | $526.80万 | 0.01% | -6,328 | 减仓 |
| Tolleson Wealth Management, Inc. | 67,828 | $517.53万 | 0.76% | 525 | 加仓 |
| Financial Insights, Inc. | 50,610 | $386.15万 | 1.25% | -2,595 | 减仓 |
| Contango Wealth Management LLC | 50,174 | $382.83万 | 4.47% | -32,663 | 减仓 |
| A&I FINANCIAL SERVICES, LLC | 43,848 | $334.56万 | 1.58% | -1,257 | 减仓 |
| Bank of New York Mellon Corp | 41,325 | $315.31万 | 0.00% | 1,302 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,338 | $292.52万 | 0.00% | 33,241 | 重新持有 |
| Plum Street Advisors, LLC | 34,160 | $260.64万 | 0.90% | 219 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 32,492 | $247.91万 | 0.02% | 359 | 加仓 |
| Modern Wealth Management, LLC | 31,115 | $239.50万 | 0.04% | 2,748 | 加仓 |
| LPL Financial LLC | 30,005 | $228.94万 | 0.00% | 1,227 | 加仓 |
| Ballentine Partners, LLC | 29,820 | $227.53万 | 0.03% | 0 | 不变 |
| BRIGHTON JONES LLC | 21,780 | $166.18万 | 0.04% | 87 | 重新持有 |
| Fairman Group, LLC | 21,072 | $160.78万 | 1.37% | 18,764 | 加仓 |
| SEEDS INVESTOR LLC | 18,556 | $151.46万 | 0.21% | 2,424 | 加仓 |
| Kestra Advisory Services, LLC | 18,017 | $137.47万 | 0.01% | 83 | 加仓 |
| Hirtle & Co., LLC | 16,911 | $129.03万 | 0.04% | 0 | 不变 |
| MISSION WEALTH MANAGEMENT, LP | 16,846 | $128.53万 | 0.03% | 0 | 不变 |
| Phoenix Wealth Advisors | 16,321 | $124.53万 | 0.49% | -16,356 | 减仓 |
| OSAIC HOLDINGS, INC. | 15,543 | $118.59万 | 0.00% | -79 | 减仓 |
| Etesian Wealth Advisors, Inc. | 13,733 | $104.78万 | 0.33% | 1,695 | 加仓 |
| Breakwater Investment Management | 11,396 | $86.95万 | 0.32% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 11,137 | $84.98万 | 0.00% | 6,598 | 加仓 |
| Sage Advisory Services, Ltd.Co. | 10,630 | $81.10万 | 0.44% | 136 | 加仓 |
| Creative Planning | 10,289 | $78.50万 | 0.00% | -6,531 | 减仓 |
| DIVERSIFIED TRUST CO | 9,578 | $73.08万 | 0.01% | 0 | 不变 |
| Sonoma Allocations LLC | 9,239 | $71.43万 | 0.25% | 1,278 | 加仓 |
| STIFEL FINANCIAL CORP | 9,154 | $69.85万 | 0.00% | 391 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 8,455 | $64.51万 | 0.02% | 0 | 不变 |
| Valeo Financial Advisors, LLC | 8,451 | $64.48万 | 0.02% | 0 | 不变 |
| Fiduciary Trust Co | 8,420 | $64.24万 | 0.01% | 0 | 不变 |
内部人交易（Form 4）
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