XT ISHARES TR
EXPONENTIAL TECH
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 | 287 | 37,110,077 | $30.65亿 | 31 | 73 | 91 | 18 | -$2.49亿 |
| 2026Q1 | 269 | 40,249,386 | $27.44亿 | 20 | 64 | 85 | 24 | -$1.04亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Private Advisory Group LLC | 新建仓 | $772.04万 |
| UBS Group AG | 加仓 | $442.83万 |
| Arkadios Wealth Advisors | 加仓 | $242.34万 |
| Betterment LLC | 加仓 | $189.53万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $176.79万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $166.33万 |
| Baird Financial Group, Inc. | 加仓 | $79.09万 |
| Qube Research & Technologies Ltd | 加仓 | $74.48万 |
| Kestra Advisory Services, LLC | 加仓 | $57.31万 |
| XY Planning Network, Inc. | 新建仓 | $45.18万 |
| Cetera Investment Advisers | 加仓 | $42.86万 |
| Brookstone Capital Management | 加仓 | $42.77万 |
| Independent Advisor Alliance | 新建仓 | $42.02万 |
| Atlas Private Wealth Advisors | 加仓 | $39.25万 |
| FMR LLC | 加仓 | $39.12万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $38.69万 |
| FIFTH THIRD BANCORP | 新建仓 | $33.09万 |
| Farther Finance Advisors, LLC | 加仓 | $31.81万 |
| New England Private Wealth Advisors LLC | 加仓 | $30.17万 |
| Integrity Advisory Solutions, LLC | 新建仓 | $30.11万 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$8,699.70万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$2,346.03万 |
| Segment Wealth Management, LLC | 清仓 | -$513.50万 |
| FLOW TRADERS U.S. LLC | 重新持有 | -$348.31万 |
| Lido Advisors, LLC | 减仓 | -$173.06万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$99.90万 |
| PFG Advisors | 减仓 | -$94.56万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$59.07万 |
| BLAIR WILLIAM & CO/IL | 减仓 | -$57.33万 |
| RIA Advisory Group LLC | 清仓 | -$49.21万 |
| HRT FINANCIAL LP | 重新持有 | -$46.75万 |
| INTEGRITY ALLIANCE, LLC. | 清仓 | -$45.26万 |
| Stratos Investment Management, LLC | 减仓 | -$39.57万 |
| RFG Advisory, LLC | 减仓 | -$38.81万 |
| IHT Wealth Management, LLC | 清仓 | -$37.54万 |
| LPL Financial LLC | 减仓 | -$36.26万 |
| Align Financial, LLC | 减仓 | -$36.07万 |
| ROYAL BANK OF CANADA | 减仓 | -$35.05万 |
| KFG WEALTH MANAGEMENT, LLC | 清仓 | -$34.61万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$32.64万 |
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 32,408,021 | $22.09亿 | 4.28% | -344,249 | 减仓 |
| LPL Financial LLC | 619,351 | $4,220.83万 | 0.01% | -5,320 | 减仓 |
| AMERIPRISE FINANCIAL INC | 612,314 | $4,172.40万 | 0.01% | -317 | 减仓 |
| Baird Financial Group, Inc. | 558,892 | $3,808.81万 | 0.06% | 11,605 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 329,373 | $2,244.66万 | 0.03% | 25,942 | 加仓 |
| UBS Group AG | 282,691 | $1,926.51万 | 0.00% | 64,980 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 280,916 | $1,914.42万 | 0.00% | -60 | 减仓 |
| Wealthcare Advisory Partners LLC | 255,848 | $1,743.59万 | 0.34% | 2,766 | 加仓 |
| MORGAN STANLEY | 235,895 | $1,607.62万 | 0.00% | -1,276,557 | 减仓 |
| New England Private Wealth Advisors LLC | 215,732 | $1,470.20万 | 1.70% | 4,427 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 208,178 | $1,418.72万 | 0.00% | 1,858 | 加仓 |
| Wharton Business Group, LLC | 202,875 | $1,382.58万 | 0.52% | 0 | 不变 |
| CWM, LLC | 182,419 | $1,243.17万 | 0.03% | -1,671 | 减仓 |
| Stratos Investment Management, LLC | 174,290 | $1,187.78万 | 0.48% | -5,807 | 减仓 |
| Arkadios Wealth Advisors | 134,859 | $919.06万 | 0.15% | 35,560 | 加仓 |
| Betterment LLC | 127,167 | $866.60万 | 0.02% | 27,812 | 加仓 |
| Clearwater Capital Advisors, LLC | 126,310 | $860.79万 | 0.69% | 2,724 | 加仓 |
| CFS Investment Advisory Services, LLC | 110,233 | $825.87万 | 0.57% | -86 | 减仓 |
| Mariner, LLC | 118,082 | $804.72万 | 0.01% | -3,877 | 减仓 |
| Private Advisory Group LLC | 113,286 | $772.04万 | 0.51% | 113,286 | 新建仓 |
| Kestra Advisory Services, LLC | 107,352 | $731.59万 | 0.03% | 8,410 | 加仓 |
| Brookstone Capital Management | 106,103 | $723.08万 | 0.08% | 6,276 | 加仓 |
| BARRETT & COMPANY, INC. | 93,972 | $640.41万 | 2.20% | -417 | 减仓 |
| DAYMARK WEALTH PARTNERS, LLC | 91,532 | $623.78万 | 0.20% | 443 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 91,501 | $623.57万 | 0.00% | 2,835 | 加仓 |
| CIBC WORLD MARKET INC. | 90,317 | $615.51万 | 0.01% | -451 | 减仓 |
| Savvy Advisors, Inc. | 89,543 | $610.23万 | 0.16% | -2,379 | 减仓 |
| WELLS FARGO & COMPANY/MN | 80,557 | $548.99万 | 0.00% | 3 | 加仓 |
| Valmark Advisers, Inc. | 74,418 | $507.16万 | 0.06% | 2,776 | 加仓 |
| MGO ONE SEVEN LLC | 73,947 | $503.95万 | 0.10% | 1,380 | 加仓 |
| Cetera Investment Advisers | 72,000 | $490.67万 | 0.01% | 6,289 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 73,904 | $486.66万 | 0.00% | 5,876 | 加仓 |
| Mirae Asset Global Investments Co., Ltd. | 65,420 | $445.83万 | 0.01% | 2,000 | 加仓 |
| Orion Porfolio Solutions, LLC | 56,750 | $386.75万 | 0.03% | -14,659 | 减仓 |
| OSAIC HOLDINGS, INC. | 55,508 | $378.33万 | 0.01% | -1,287 | 减仓 |
| TRUIST FINANCIAL CORP | 50,081 | $341.30万 | 0.00% | 666 | 加仓 |
| FMR LLC | 45,623 | $310.92万 | 0.00% | 5,741 | 加仓 |
| ROYAL BANK OF CANADA | 45,170 | $307.70万 | 0.00% | -5,145 | 减仓 |
| Atlas Private Wealth Advisors | 44,210 | $301.29万 | 0.71% | 5,760 | 加仓 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 39,521 | $269.33万 | 0.39% | -319 | 减仓 |
| Dynamic Advisor Solutions LLC | 39,437 | $268.76万 | 0.08% | -1,913 | 减仓 |
| RFG Advisory, LLC | 33,425 | $227.79万 | 0.04% | -5,695 | 减仓 |
| MML INVESTORS SERVICES, LLC | 33,217 | $226.37万 | 0.01% | -4,789 | 减仓 |
| Wealthcare Capital Partners, LLC | 30,359 | $206.89万 | 0.97% | -860 | 减仓 |
| Destiny Wealth Partners, LLC | 30,209 | $205.87万 | 0.23% | 0 | 不变 |
| Cambridge Investment Research Advisors, Inc. | 29,109 | $198.40万 | 0.01% | -1,884 | 减仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 28,274 | $192.69万 | 0.04% | -2,254 | 减仓 |
| Gladstone Institutional Advisory LLC | 26,851 | $182.99万 | 0.07% | -1,269 | 减仓 |
| Gotham Asset Management, LLC | 26,364 | $179.67万 | 0.01% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 26,144 | $178.17万 | 0.01% | 24,407 | 加仓 |
内部人交易（Form 4）
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