WDI WESTERN ASSET DIVERSIFIED IN
COM SHS BEN INT
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 | 66 | 11,444,037 | $1.55亿 | 6 | 33 | 16 | 6 | -$598.99万 |
| 2026Q1 | 66 | 11,838,796 | $1.59亿 | 7 | 31 | 19 | 8 | -$160.28万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Penserra Capital Management LLC | 加仓 | $76.02万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $75.92万 |
| HighTower Advisors, LLC | 新建仓 | $39.32万 |
| NewEdge Advisors, LLC | 加仓 | $36.94万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $23.83万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $17.85万 |
| STIFEL FINANCIAL CORP | 加仓 | $16.36万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $15.94万 |
| FIRST TRUST ADVISORS LP | 加仓 | $15.84万 |
| Focus Financial Network, Inc. | 新建仓 | $14.42万 |
| Cetera Investment Advisers | 加仓 | $11.36万 |
| XTX Topco Ltd | 重新持有 | $11.26万 |
| Thrivent Financial for Lutherans | 加仓 | $10.85万 |
| JPMORGAN CHASE & CO | 加仓 | $9.66万 |
| OPPENHEIMER & CO INC | 加仓 | $8.09万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $6.35万 |
| Clear Street Group Inc. | 新建仓 | $5.99万 |
| OSAIC HOLDINGS, INC. | 加仓 | $3.43万 |
| Allworth Financial LP | 加仓 | $3.39万 |
| Hennion & Walsh Asset Management, Inc. | 加仓 | $2.73万 |
2026Q2 卖出最多
| SIT INVESTMENT ASSOCIATES INC | 清仓 | -$288.30万 |
| Shaker Financial Services, LLC | 减仓 | -$178.83万 |
| Advisors Asset Management, Inc. | 减仓 | -$142.14万 |
| MORGAN STANLEY | 减仓 | -$85.16万 |
| &PARTNERS | 减仓 | -$74.49万 |
| READYSTATE ASSET MANAGEMENT LP | 清仓 | -$61.58万 |
| Invesco Ltd. | 减仓 | -$49.99万 |
| JANE STREET GROUP, LLC | 重新持有 | -$29.54万 |
| CITADEL ADVISORS LLC | 清仓 | -$26.52万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$25.35万 |
| LPL Financial LLC | 减仓 | -$18.87万 |
| Lido Advisors, LLC | 清仓 | -$13.44万 |
| WEDBUSH SECURITIES INC | 减仓 | -$10.84万 |
| EVOLVE PRIVATE WEALTH, LLC | 减仓 | -$5.00万 |
| Sanctuary Advisors, LLC | 减仓 | -$4.07万 |
| Advisory Services Network, LLC | 清仓 | -$2.15万 |
| MAI Capital Management | 清仓 | -$1.90万 |
| SeaCrest Wealth Management, LLC | 减仓 | -$1.43万 |
| Mariner, LLC | 减仓 | -$1.27万 |
| CoreCap Advisors, LLC | 减仓 | -$5,966 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,349,002 | $5,897.25万 | 0.00% | -62,804 | 减仓 |
| Penserra Capital Management LLC | 1,469,019 | $1,991.90万 | 0.15% | 56,063 | 加仓 |
| WELLS FARGO & COMPANY/MN | 945,389 | $1,281.95万 | 0.00% | -18,693 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 742,919 | $1,007.40万 | 0.00% | 55,989 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 475,973 | $645.42万 | 0.18% | 2,011 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 440,533 | $597.36万 | 0.00% | 13,161 | 加仓 |
| COHEN & STEERS, INC. | 272,993 | $370.20万 | 0.01% | 0 | 不变 |
| STIFEL FINANCIAL CORP | 261,626 | $354.77万 | 0.00% | 12,063 | 加仓 |
| ROYAL BANK OF CANADA | 244,675 | $331.80万 | 0.00% | 1,550 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 237,034 | $321.42万 | 0.02% | 17,577 | 加仓 |
| LPL Financial LLC | 231,826 | $314.36万 | 0.00% | -13,916 | 减仓 |
| FIRST TRUST ADVISORS LP | 193,456 | $262.33万 | 0.00% | 11,684 | 加仓 |
| JPMORGAN CHASE & CO | 188,343 | $255.39万 | 0.00% | 7,123 | 加仓 |
| &PARTNERS | 184,965 | $250.81万 | 0.01% | -54,930 | 减仓 |
| Rockefeller Capital Management L.P. | 82,102 | $111.33万 | 0.00% | 0 | 不变 |
| Thrivent Financial for Lutherans | 81,220 | $110.20万 | 0.00% | 8,000 | 加仓 |
| Advisors Asset Management, Inc. | 75,266 | $102.06万 | 0.02% | -104,825 | 减仓 |
| Invesco Ltd. | 70,957 | $96.22万 | 0.00% | -36,864 | 减仓 |
| OPPENHEIMER & CO INC | 65,585 | $88.93万 | 0.01% | 5,963 | 加仓 |
| NewEdge Advisors, LLC | 64,403 | $87.33万 | 0.00% | 27,243 | 加仓 |
| Cetera Investment Advisers | 60,756 | $82.39万 | 0.00% | 8,376 | 加仓 |
| Bramshill Investments, LLC | 47,408 | $64.29万 | 0.05% | 520 | 加仓 |
| Baird Financial Group, Inc. | 47,317 | $64.16万 | 0.00% | 1,532 | 加仓 |
| UBS Group AG | 37,651 | $51.05万 | 0.00% | -27 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 34,082 | $46.22万 | 0.03% | -3,687 | 减仓 |
| Steward Partners Investment Advisory, LLC | 33,303 | $45.16万 | 0.00% | 633 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 30,533 | $41.40万 | 0.00% | 1,338 | 加仓 |
| HighTower Advisors, LLC | 29,000 | $39.32万 | 0.00% | 29,000 | 新建仓 |
| JANE STREET GROUP, LLC | 28,388 | $38.49万 | 0.00% | -21,784 | 重新持有 |
| Closed-End Fund Advisors, Inc. | 25,287 | $34.29万 | 0.33% | 822 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 25,070 | $34.00万 | 0.00% | 11,754 | 加仓 |
| Concurrent Investment Advisors, LLC | 24,403 | $33.09万 | 0.00% | 1,626 | 加仓 |
| Sanctuary Advisors, LLC | 24,000 | $32.54万 | 0.00% | -3,000 | 减仓 |
| COFG Advisors, LLC | 22,465 | $30.46万 | 0.05% | 717 | 加仓 |
| XTX Topco Ltd | 22,359 | $30.32万 | 0.00% | 8,307 | 重新持有 |
| Centurion Wealth Management LLC | 21,631 | $29.33万 | 0.07% | 80 | 加仓 |
| OSAIC HOLDINGS, INC. | 20,046 | $27.18万 | 0.00% | 2,530 | 加仓 |
| Shaker Financial Services, LLC | 19,584 | $26.56万 | 0.08% | -131,882 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,231 | $26.08万 | 0.00% | 4,684 | 加仓 |
| Private Advisor Group, LLC | 15,977 | $21.66万 | 0.00% | 506 | 加仓 |
| Global Retirement Partners, LLC | 15,009 | $20.35万 | 0.00% | — | — |
| WEDBUSH SECURITIES INC | 14,609 | $19.80万 | 0.01% | -8,000 | 减仓 |
| SeaCrest Wealth Management, LLC | 14,533 | $19.71万 | 0.02% | -1,054 | 减仓 |
| BlackRock, Inc. | 14,416 | $19.55万 | 0.00% | -127 | 减仓 |
| Mariner, LLC | 13,396 | $18.16万 | 0.00% | -939 | 减仓 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11,855 | $16.08万 | 0.01% | 0 | 不变 |
| Sovran Advisors, LLC | 11,865 | $15.48万 | 0.01% | 1,150 | 加仓 |
| Merit Financial Group, LLC | 11,262 | $15.27万 | 0.00% | 514 | 加仓 |
| Focus Financial Network, Inc. | 10,631 | $14.42万 | 0.00% | 10,631 | 新建仓 |
| TRUIST FINANCIAL CORP | 10,314 | $13.99万 | 0.00% | 23 | 加仓 |
内部人交易（Form 4）
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