XETYX EATON VANCE TAX-MANAGED DIVE
COM
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 | 211 | 39,448,331 | $5.74亿 | 19 | 71 | 52 | 18 | $1,967.60万 |
| 2026Q1 | 207 | 37,999,002 | $5.24亿 | 17 | 73 | 52 | 13 | $1,515.69万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Invesco Ltd. | 加仓 | $238.59万 |
| Shaker Financial Services, LLC | 加仓 | $219.76万 |
| WOLVERINE ASSET MANAGEMENT LLC | 加仓 | $197.13万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $173.46万 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 加仓 | $156.44万 |
| READYSTATE ASSET MANAGEMENT LP | 加仓 | $120.94万 |
| Cypress Capital Management LLC (WY) | 加仓 | $103.38万 |
| FIFTH THIRD BANCORP | 加仓 | $97.08万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $96.59万 |
| MORGAN STANLEY | 加仓 | $77.10万 |
| OSAIC HOLDINGS, INC. | 加仓 | $71.80万 |
| LPL Financial LLC | 加仓 | $66.36万 |
| Cetera Investment Advisers | 加仓 | $66.30万 |
| Kestra Advisory Services, LLC | 加仓 | $45.43万 |
| Cypress Capital Group | 新建仓 | $41.91万 |
| IHT Wealth Management, LLC | 加仓 | $41.90万 |
| BOOTHBAY FUND MANAGEMENT, LLC | 新建仓 | $36.06万 |
| STIFEL FINANCIAL CORP | 加仓 | $33.64万 |
| Pathway Financial Advisers, LLC | 加仓 | $33.17万 |
| Baird Financial Group, Inc. | 加仓 | $30.05万 |
2026Q1 卖出最多
| World Investment Advisors | 减仓 | -$185.36万 |
| Advisors Asset Management, Inc. | 减仓 | -$93.61万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$70.98万 |
| Compound Planning, Inc. | 减仓 | -$64.66万 |
| ROYAL BANK OF CANADA | 减仓 | -$48.10万 |
| CHOREO, LLC | 清仓 | -$42.68万 |
| Arete Wealth Advisors, LLC | 清仓 | -$41.63万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$36.67万 |
| UBS Group AG | 减仓 | -$25.90万 |
| Clearstead Advisors, LLC | 清仓 | -$23.82万 |
| Corient Private Wealth LP | 减仓 | -$21.03万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$18.46万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$18.30万 |
| B. Riley Wealth Advisors, Inc. | 清仓 | -$17.03万 |
| Focused Wealth Management, Inc | 清仓 | -$16.60万 |
| WEDBUSH SECURITIES INC | 减仓 | -$16.32万 |
| Sigma Planning Corp | 清仓 | -$16.32万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$13.84万 |
| Mariner, LLC | 减仓 | -$12.38万 |
| GREENLEAF TRUST | 减仓 | -$12.32万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13,043,773 | $1.80亿 | 0.01% | 55,909 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,500,782 | $3,448.58万 | 0.01% | 16,212 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,164,535 | $2,984.89万 | 0.01% | 125,787 | 加仓 |
| Invesco Ltd. | 1,592,347 | $2,195.85万 | 0.00% | 173,016 | 加仓 |
| LPL Financial LLC | 1,286,095 | $1,773.53万 | 0.00% | 48,123 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 1,120,472 | $1,545.13万 | 0.23% | -13,385 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 853,436 | $1,176.89万 | 0.09% | -51,474 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 817,971 | $1,127.98万 | 0.00% | -26,589 | 减仓 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 805,721 | $1,111.09万 | 5.36% | 113,444 | 加仓 |
| ROYAL BANK OF CANADA | 637,446 | $879.00万 | 0.00% | -34,879 | 减仓 |
| RFG Advisory, LLC | 626,075 | $863.36万 | 0.16% | 12,689 | 加仓 |
| OSAIC HOLDINGS, INC. | 600,715 | $828.42万 | 0.01% | 52,067 | 加仓 |
| Baird Financial Group, Inc. | 537,761 | $741.57万 | 0.01% | 21,791 | 加仓 |
| UBS Group AG | 521,091 | $718.58万 | 0.00% | -18,779 | 减仓 |
| IHT Wealth Management, LLC | 445,405 | $614.21万 | 0.14% | 30,383 | 加仓 |
| Pathway Financial Advisers, LLC | 440,229 | $607.08万 | 1.72% | 24,055 | 加仓 |
| STIFEL FINANCIAL CORP | 438,048 | $604.07万 | 0.01% | 24,391 | 加仓 |
| AMERIPRISE FINANCIAL INC | 415,438 | $572.89万 | 0.00% | -7,618 | 减仓 |
| Janney Montgomery Scott LLC | 382,253 | $527.10万 | 0.01% | 19,450 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 374,641 | $516.60万 | 0.01% | -2,578 | 减仓 |
| Shaker Financial Services, LLC | 368,539 | $508.22万 | 1.77% | 159,359 | 加仓 |
| Cypress Capital Management LLC (WY) | 362,177 | $499.44万 | 4.62% | 74,970 | 加仓 |
| Rockefeller Capital Management L.P. | 323,630 | $446.29万 | 0.01% | 20,996 | 加仓 |
| COHEN & STEERS, INC. | 310,617 | $428.30万 | 0.01% | 15,000 | 加仓 |
| Cetera Investment Advisers | 306,604 | $422.81万 | 0.00% | 48,075 | 加仓 |
| CoreCap Advisors, LLC | 300,005 | $413.71万 | 0.14% | 5,775 | 加仓 |
| HighTower Advisors, LLC | 289,406 | $399.09万 | 0.00% | 4,089 | 加仓 |
| Advisors Asset Management, Inc. | 240,246 | $331.30万 | 0.06% | -67,880 | 减仓 |
| Private Advisor Group, LLC | 239,293 | $329.99万 | 0.02% | 3,508 | 加仓 |
| C2C Wealth Management, LLC | 230,094 | $317.30万 | 2.68% | -3,500 | 减仓 |
| Steward Partners Investment Advisory, LLC | 212,046 | $292.41万 | 0.01% | -1,344 | 减仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 197,451 | $272.28万 | 0.03% | 142,953 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 182,615 | $251.83万 | 0.00% | 4,350 | 加仓 |
| Heron Bay Capital Management | 179,813 | $247.96万 | 0.23% | 452 | 加仓 |
| Aptus Capital Advisors, LLC | 165,727 | $228.54万 | 0.02% | 0 | 不变 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 164,227 | $226.47万 | 0.14% | 0 | 不变 |
| Merit Financial Group, LLC | 145,180 | $200.20万 | 0.01% | -2,791 | 减仓 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 144,952 | $199.89万 | 0.09% | -1,172 | 减仓 |
| READYSTATE ASSET MANAGEMENT LP | 137,917 | $190.19万 | 0.09% | 87,701 | 加仓 |
| WEDBUSH SECURITIES INC | 126,851 | $174.90万 | 0.05% | -11,839 | 减仓 |
| PMG Family Office LLC | 113,812 | $156.95万 | 1.75% | 8,259 | 加仓 |
| Pointe Capital Management LLC | 113,351 | $156.31万 | 0.77% | -1,971 | 减仓 |
| Kestra Advisory Services, LLC | 104,988 | $144.78万 | 0.01% | 32,945 | 加仓 |
| GOLDMAN SACHS GROUP INC | 100,060 | $137.98万 | 0.00% | -1,140 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 93,432 | $128.84万 | 0.02% | 70,044 | 加仓 |
| S Harris Financial Group, LLC | 84,664 | $116.75万 | 1.06% | 1,349 | 加仓 |
| Kingsview Wealth Management, LLC | 80,950 | $111.63万 | 0.02% | 1,035 | 加仓 |
| FIFTH THIRD BANCORP | 78,506 | $108.26万 | 0.00% | 70,398 | 加仓 |
| SMITH, MOORE & CO. | 77,851 | $107.36万 | 0.08% | 2,679 | 加仓 |
| Sanctuary Advisors, LLC | 72,395 | $99.83万 | 0.01% | 144 | 加仓 |
内部人交易（Form 4）
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