XNIEX VIRTUS EQUITY & CONV INCM FD
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 | 94 | 7,560,680 | $2.03亿 | 9 | 40 | 23 | 4 | $1,038.81万 |
| 2026Q1 | 86 | 7,119,379 | $1.67亿 | 3 | 36 | 28 | 3 | -$584.98万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Saba Capital Management, L.P. | 加仓 | $307.65万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $178.45万 |
| LPL Financial LLC | 加仓 | $141.75万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $130.86万 |
| Logan Stone Capital, LLC | 重新持有 | $86.19万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $71.46万 |
| D.A. DAVIDSON & CO. | 加仓 | $65.69万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $64.01万 |
| Miller Financial Services LLC | 新建仓 | $62.32万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $54.20万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $52.69万 |
| Invesco Ltd. | 加仓 | $43.78万 |
| OSAIC HOLDINGS, INC. | 加仓 | $43.69万 |
| XTX Topco Ltd | 新建仓 | $33.83万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 加仓 | $30.86万 |
| FIRST TRUST ADVISORS LP | 加仓 | $28.32万 |
| Arkadios Wealth Advisors | 新建仓 | $23.08万 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 加仓 | $21.81万 |
| Graves Light Lenhart Wealth, Inc. | 新建仓 | $21.13万 |
| Mariner, LLC | 新建仓 | $21.09万 |
2026Q2 卖出最多
| Shaker Financial Services, LLC | 减仓 | -$85.79万 |
| WOLVERINE ASSET MANAGEMENT LLC | 减仓 | -$65.51万 |
| READYSTATE ASSET MANAGEMENT LP | 重新持有 | -$64.27万 |
| Advisors Asset Management, Inc. | 减仓 | -$48.84万 |
| Cetera Investment Advisers | 减仓 | -$42.42万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$42.40万 |
| ROYAL BANK OF CANADA | 减仓 | -$40.18万 |
| MORGAN STANLEY | 减仓 | -$35.03万 |
| Hennion & Walsh Asset Management, Inc. | 清仓 | -$23.76万 |
| Global Assets Advisory, LLC | 清仓 | -$23.36万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$22.74万 |
| EVOLVE PRIVATE WEALTH, LLC | 减仓 | -$12.75万 |
| Stolper Co | 减仓 | -$8.78万 |
| STIFEL FINANCIAL CORP | 减仓 | -$8.10万 |
| World Investment Advisors | 减仓 | -$8.06万 |
| MAI Capital Management | 清仓 | -$6.95万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$5.16万 |
| Baird Financial Group, Inc. | 减仓 | -$4.28万 |
| UBS Group AG | 减仓 | -$4.06万 |
| DAYMARK WEALTH PARTNERS, LLC | 减仓 | -$2.69万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 970,804 | $2,607.58万 | 0.00% | 19,616 | 加仓 |
| Advisors Asset Management, Inc. | 663,531 | $1,782.24万 | 0.27% | -18,182 | 减仓 |
| ROYAL BANK OF CANADA | 560,208 | $1,504.70万 | 0.00% | -14,959 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 546,758 | $1,468.59万 | 0.00% | 26,605 | 加仓 |
| MORGAN STANLEY | 508,646 | $1,366.22万 | 0.00% | -13,043 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 487,072 | $1,308.28万 | 0.08% | 23,832 | 加仓 |
| Saba Capital Management, L.P. | 475,853 | $1,278.14万 | 0.33% | 114,537 | 加仓 |
| LPL Financial LLC | 343,482 | $922.59万 | 0.00% | 52,773 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 277,185 | $741.19万 | 0.01% | 20,269 | 加仓 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 226,836 | $609.28万 | 1.16% | 8,118 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 146,492 | $393.40万 | 0.00% | 66,452 | 加仓 |
| Invesco Ltd. | 138,527 | $372.08万 | 0.00% | 16,300 | 加仓 |
| UBS Group AG | 129,761 | $348.54万 | 0.00% | -1,510 | 减仓 |
| Allspring Global Investments Holdings, LLC | 128,831 | $346.04万 | 0.01% | 48,719 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 121,832 | $327.24万 | 0.00% | 2,738 | 加仓 |
| D.A. DAVIDSON & CO. | 103,773 | $278.74万 | 0.02% | 24,456 | 加仓 |
| World Investment Advisors | 114,410 | $267.26万 | 0.04% | -3,449 | 减仓 |
| OSAIC HOLDINGS, INC. | 93,578 | $251.36万 | 0.00% | 16,265 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 74,881 | $201.13万 | 0.12% | -4,746 | 减仓 |
| OxenFree Capital LLC | 72,798 | $191.24万 | 0.88% | 7,574 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 66,997 | $179.95万 | 0.02% | -24,389 | 减仓 |
| &PARTNERS | 65,891 | $176.83万 | 0.01% | 5,579 | 加仓 |
| Capital Investment Advisors, LLC | 54,923 | $147.52万 | 0.02% | -809 | 减仓 |
| Calamos Advisors LLC | 51,308 | $137.81万 | 0.00% | 3,420 | 加仓 |
| Keystone Financial Group | 47,812 | $128.42万 | 0.08% | 1,070 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 46,211 | $124.12万 | 0.00% | -1,921 | 减仓 |
| FIRST TRUST ADVISORS LP | 44,331 | $119.07万 | 0.00% | 10,543 | 加仓 |
| Integrated Wealth Concepts LLC | 43,554 | $116.98万 | 0.01% | 575 | 加仓 |
| Logan Stone Capital, LLC | 43,459 | $116.73万 | 0.25% | 32,090 | 重新持有 |
| Kestra Advisory Services, LLC | 40,465 | $108.69万 | 0.00% | 2,124 | 加仓 |
| Thrivent Financial for Lutherans | 39,850 | $107.00万 | 0.00% | 0 | 不变 |
| AMERIPRISE FINANCIAL INC | 35,705 | $95.90万 | 0.00% | -8,466 | 减仓 |
| Stolper Co | 34,455 | $92.50万 | 0.24% | -3,270 | 减仓 |
| Prospera Financial Services Inc | 33,200 | $89.17万 | 0.01% | -42 | 减仓 |
| PMG Family Office LLC | 32,392 | $87.00万 | 0.80% | 645 | 加仓 |
| Steward Partners Investment Advisory, LLC | 31,004 | $83.28万 | 0.00% | -250 | 减仓 |
| Cornerstone Wealth Management, LLC | 30,307 | $81.40万 | 0.03% | 2,497 | 加仓 |
| STIFEL FINANCIAL CORP | 29,312 | $78.73万 | 0.00% | -3,015 | 减仓 |
| ROTHSCHILD INVESTMENT LLC | 28,991 | $77.87万 | 0.03% | 0 | 不变 |
| Allworth Financial LP | 28,150 | $75.61万 | 0.00% | -496 | 减仓 |
| David J Yvars Group | 25,699 | $69.03万 | 0.33% | 5,045 | 加仓 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,600 | $68.77万 | 0.02% | 439 | 加仓 |
| WEDBUSH SECURITIES INC | 25,546 | $68.60万 | 0.02% | 9 | 加仓 |
| Concurrent Investment Advisors, LLC | 24,274 | $65.20万 | 0.01% | 323 | 加仓 |
| Miller Financial Services LLC | 23,200 | $62.32万 | 0.50% | 23,200 | 新建仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21,548 | $57.88万 | 0.07% | 11,491 | 加仓 |
| Centurion Wealth Management LLC | 21,509 | $57.77万 | 0.14% | 0 | 不变 |
| TRUIST FINANCIAL CORP | 19,579 | $52.59万 | 0.00% | -466 | 减仓 |
| READYSTATE ASSET MANAGEMENT LP | 17,594 | $47.26万 | 0.02% | -23,926 | 重新持有 |
| Baird Financial Group, Inc. | 17,305 | $46.48万 | 0.00% | -1,594 | 减仓 |
内部人交易（Form 4）
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