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 🔒 | ||||||||
2026Q1 买入最多
| Saba Capital Management, L.P. | 加仓 | $147.44万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $138.27万 |
| FIRST TRUST ADVISORS LP | 新建仓 | $78.93万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $55.95万 |
| LPL Financial LLC | 加仓 | $48.50万 |
| WEDBUSH SECURITIES INC | 加仓 | $30.43万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $30.20万 |
| World Investment Advisors | 加仓 | $28.67万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $28.57万 |
| Invesco Ltd. | 加仓 | $23.89万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $23.47万 |
| OxenFree Capital LLC | 加仓 | $21.62万 |
| &PARTNERS | 加仓 | $19.38万 |
| FIFTH THIRD BANCORP | 新建仓 | $18.91万 |
| Stolper Co | 加仓 | $16.06万 |
| Calamos Advisors LLC | 加仓 | $13.32万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $12.82万 |
| Prospera Financial Services Inc | 加仓 | $12.56万 |
| Cetera Investment Advisers | 加仓 | $12.21万 |
| ROYAL BANK OF CANADA | 加仓 | $9.36万 |
2026Q1 卖出最多
| Advisors Asset Management, Inc. | 减仓 | -$425.54万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$341.85万 |
| Cornerstone Advisors, LLC | 清仓 | -$271.56万 |
| WOLVERINE ASSET MANAGEMENT LLC | 减仓 | -$52.25万 |
| Shaker Financial Services, LLC | 减仓 | -$51.77万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$36.91万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$30.27万 |
| MORGAN STANLEY | 减仓 | -$28.23万 |
| STIFEL FINANCIAL CORP | 减仓 | -$26.75万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$25.21万 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 清仓 | -$20.59万 |
| UBS Group AG | 减仓 | -$19.60万 |
| Hennion & Walsh Asset Management, Inc. | 减仓 | -$15.49万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$8.19万 |
| Integrated Wealth Concepts LLC | 减仓 | -$7.76万 |
| CSS LLC/IL | 减仓 | -$6.31万 |
| Allworth Financial LP | 减仓 | -$6.08万 |
| Keystone Financial Group | 减仓 | -$4.37万 |
| Kestra Advisory Services, LLC | 减仓 | -$3.62万 |
| TRUIST FINANCIAL CORP | 减仓 | -$3.56万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 951,188 | $2,221.98万 | 0.00% | -10,794 | 减仓 |
| Advisors Asset Management, Inc. | 681,713 | $1,592.48万 | 0.26% | -182,165 | 减仓 |
| ROYAL BANK OF CANADA | 575,167 | $1,343.50万 | 0.00% | 4,007 | 加仓 |
| MORGAN STANLEY | 521,689 | $1,218.67万 | 0.00% | -12,086 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 520,153 | $1,215.08万 | 0.00% | 59,190 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 463,240 | $1,082.13万 | 0.08% | -15,800 | 减仓 |
| Saba Capital Management, L.P. | 361,316 | $844.03万 | 0.23% | 63,116 | 加仓 |
| LPL Financial LLC | 290,709 | $679.10万 | 0.00% | 20,764 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 256,916 | $605.55万 | 0.01% | -145,036 | 减仓 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 218,718 | $510.93万 | 1.06% | 2,710 | 加仓 |
| UBS Group AG | 131,271 | $306.65万 | 0.00% | -8,390 | 减仓 |
| Invesco Ltd. | 122,227 | $285.52万 | 0.00% | 10,227 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 119,094 | $278.20万 | 0.00% | -1,032 | 减仓 |
| World Investment Advisors | 117,859 | $275.32万 | 0.04% | 12,273 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 91,386 | $213.48万 | 0.02% | -22,366 | 减仓 |
| Allspring Global Investments Holdings, LLC | 80,112 | $187.14万 | 0.00% | 12,930 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 80,040 | $187.00万 | 0.00% | -3,505 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 79,627 | $186.01万 | 0.10% | -85 | 减仓 |
| D.A. DAVIDSON & CO. | 79,317 | $185.29万 | 0.01% | -621 | 减仓 |
| OSAIC HOLDINGS, INC. | 77,313 | $180.61万 | 0.00% | -12,957 | 减仓 |
| OxenFree Capital LLC | 65,224 | $164.36万 | 0.80% | 8,581 | 加仓 |
| &PARTNERS | 60,312 | $140.59万 | 0.01% | 8,315 | 加仓 |
| Capital Investment Advisors, LLC | 55,732 | $130.19万 | 0.02% | 0 | 不变 |
| Stolper Co | 37,725 | $119.20万 | 0.26% | 5,083 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,132 | $112.44万 | 0.00% | 12,232 | 加仓 |
| Calamos Advisors LLC | 47,888 | $111.87万 | 0.00% | 5,700 | 加仓 |
| Keystone Financial Group | 46,742 | $109.19万 | 0.07% | -1,871 | 减仓 |
| Shaker Financial Services, LLC | 45,359 | $105.96万 | 0.37% | -22,163 | 减仓 |
| AMERIPRISE FINANCIAL INC | 44,171 | $103.18万 | 0.00% | 10,048 | 加仓 |
| Integrated Wealth Concepts LLC | 42,979 | $100.40万 | 0.01% | -3,324 | 减仓 |
| Thrivent Financial for Lutherans | 39,850 | $93.10万 | 0.00% | 4,000 | 加仓 |
| Kestra Advisory Services, LLC | 38,341 | $89.56万 | 0.00% | -1,549 | 减仓 |
| FIRST TRUST ADVISORS LP | 33,788 | $78.93万 | 0.00% | 33,788 | 新建仓 |
| Prospera Financial Services Inc | 33,242 | $77.65万 | 0.01% | 5,377 | 加仓 |
| STIFEL FINANCIAL CORP | 32,327 | $75.51万 | 0.00% | -11,453 | 减仓 |
| PMG Family Office LLC | 31,747 | $74.16万 | 0.83% | 2,223 | 加仓 |
| Steward Partners Investment Advisory, LLC | 31,254 | $73.01万 | 0.00% | 0 | 不变 |
| Cetera Investment Advisers | 30,176 | $70.49万 | 0.00% | 5,228 | 加仓 |
| ROTHSCHILD INVESTMENT LLC | 28,991 | $67.72万 | 0.04% | 0 | 不变 |
| Allworth Financial LP | 28,646 | $66.92万 | 0.00% | -2,604 | 减仓 |
| Cornerstone Wealth Management, LLC | 27,810 | $64.96万 | 0.03% | 1,398 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 25,918 | $60.54万 | 0.00% | 5,488 | 加仓 |
| WEDBUSH SECURITIES INC | 25,537 | $59.70万 | 0.02% | 13,015 | 加仓 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,161 | $58.78万 | 0.02% | -607 | 减仓 |
| Concurrent Investment Advisors, LLC | 23,951 | $55.95万 | 0.01% | 23,951 | 新建仓 |
| Centurion Wealth Management LLC | 21,509 | $50.25万 | 0.11% | 0 | 不变 |
| David J Yvars Group | 20,654 | $48.25万 | 0.27% | -482 | 减仓 |
| TRUIST FINANCIAL CORP | 20,045 | $46.83万 | 0.00% | -1,525 | 减仓 |
| Baird Financial Group, Inc. | 18,899 | $44.15万 | 0.00% | 421 | 加仓 |
| Brick & Kyle, Associates | 16,240 | $37.94万 | 0.13% | -236 | 减仓 |
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