13F 机构持仓

XVV ISHARES TR

ESG SELECT SCRE

持有机构数1602026Q2
26Q126Q2
机构合计持股(股)5,295,9272026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21605,295,927$3.01亿 2059418-$5,099.47万
2026Q11446,178,903$3.04亿 2158244-$4,571.97万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

LPL Financial LLC加仓$185.62万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$130.73万
M&T Bank Corp新建仓$93.43万
KEYBANK NATIONAL ASSOCIATION/OH加仓$89.50万
Heritage Family Offices, LLP新建仓$88.98万
Pacific Excel Wealth Advisors, Inc.新建仓$88.98万
RETIREMENT CAPITAL STRATEGIES加仓$83.62万
Tarbox Family Office, Inc.加仓$69.52万
Archer Investment Corp加仓$64.13万
CAHABA WEALTH MANAGEMENT, INC.新建仓$49.52万
BROWN ADVISORY INC加仓$49.36万
BARTLETT & CO. WEALTH MANAGEMENT LLC加仓$48.17万
BECKER CAPITAL MANAGEMENT INC加仓$47.68万
Vise Technologies, Inc.新建仓$37.49万
Thrivent Financial for Lutherans加仓$35.74万
Sculati Wealth Management, LLC新建仓$30.30万
NerdWallet Wealth Partners, LLC加仓$25.81万
KWB Wealth加仓$24.69万
Urban Financial Advisory Corp新建仓$23.29万
Selective Wealth Management, Inc.新建仓$21.85万

2026Q2 卖出最多

University of Cambridge Investment Management Ltd减仓-$3,146.81万
SUN LIFE FINANCIAL INC减仓-$2,166.13万
MORGAN STANLEY减仓-$693.95万
TWO SIGMA INVESTMENTS, LP清仓-$198.36万
Cambridge Investment Research Advisors, Inc.减仓-$65.89万
JNBA Financial Advisors减仓-$56.68万
JANE STREET GROUP, LLC减仓-$53.77万
MERCER GLOBAL ADVISORS INC /ADV减仓-$41.52万
BSW Wealth Partners减仓-$29.10万
RAYMOND JAMES FINANCIAL INC减仓-$28.93万
CITADEL ADVISORS LLC清仓-$27.46万
Atlantic Private Wealth, LLC减仓-$21.99万
Patriot Financial Group Insurance Agency, LLC清仓-$20.38万
EASTERN BANK减仓-$19.93万
JPMORGAN CHASE & CO减仓-$18.57万
Highland Financial Advisors, LLC减仓-$14.66万
Magnus Financial Group LLC减仓-$13.32万
COLTON GROOME FINANCIAL ADVISORS, LLC减仓-$11.19万
Lido Advisors, LLC减仓-$10.12万
Freedom Financial Partners LLC减仓-$9.65万

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
University of Cambridge Investment Management Ltd1,649,540$9,389.20万100.00%-552,847减仓
SUN LIFE FINANCIAL INC441,619$2,508.00万1.28%-381,421减仓
LPL Financial LLC306,206$1,738.94万0.00%32,685加仓
BECKER CAPITAL MANAGEMENT INC255,669$1,451.94万0.39%8,395加仓
BROWN ADVISORY INC227,661$1,292.89万0.02%8,691加仓
KEYBANK NATIONAL ASSOCIATION/OH175,276$995.39万0.03%15,759加仓
Thrivent Financial for Lutherans78,662$446.80万0.01%6,292加仓
FRANKLIN RESOURCES INC75,998$431.59万0.00%0不变
Wharton Business Group, LLC75,920$431.15万0.14%-520减仓
JNBA Financial Advisors75,662$429.68万0.33%-9,981减仓
Bank of New York Mellon Corp74,207$421.42万0.00%997加仓
Alpine Bank Wealth Management72,621$412.41万0.53%2,279加仓
Atlantic Private Wealth, LLC67,627$384.05万2.35%-3,873减仓
BSW Wealth Partners57,656$327.43万0.36%-5,124减仓
RAYMOND JAMES FINANCIAL INC56,515$320.95万0.00%-5,095减仓
Biltmore Family Office, LLC56,201$319.17万0.42%0不变
NorthRock Partners, LLC47,634$270.52万0.04%360加仓
HighTower Advisors, LLC46,494$264.04万0.00%179加仓
GOULD ASSET MANAGEMENT LLC /CA/44,968$255.37万0.40%225加仓
BARTLETT & CO. WEALTH MANAGEMENT LLC44,053$250.18万0.03%8,482加仓
EP Wealth Advisors, LLC39,984$227.07万0.01%-1,449减仓
Lido Advisors, LLC37,530$213.13万0.01%-1,782减仓
ROYAL BANK OF CANADA32,248$183.10万0.00%2,093加仓
MAI Capital Management31,548$179.16万0.01%-468减仓
BANK OF AMERICA CORP /DE/30,222$171.63万0.00%1,162加仓
Wick Capital Partners, LLC30,129$171.10万0.26%-13减仓
RETIREMENT CAPITAL STRATEGIES30,106$170.97万0.59%14,725加仓
ENVESTNET ASSET MANAGEMENT INC29,470$167.36万0.00%1,409加仓
JPMORGAN CHASE & CO29,218$165.14万0.00%-3,285减仓
Napier Financial, LLC28,651$162.71万0.34%-153减仓
Financial Council, LLC28,114$159.66万0.52%-274减仓
COMMONWEALTH EQUITY SERVICES, LLC27,822$158.00万0.00%803加仓
Tarbox Family Office, Inc.27,445$155.86万0.22%12,242加仓
NerdWallet Wealth Partners, LLC26,929$152.93万0.53%4,544加仓
MML INVESTORS SERVICES, LLC25,372$144.09万0.00%2,804加仓
Focus Partners Wealth23,442$133.13万0.00%327加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,020$130.73万0.00%23,020新建仓
Archer Investment Corp21,872$124.21万0.12%11,292加仓
Cornerstone Financial Management LLC21,718$123.34万0.99%2,699加仓
Apollon Wealth Management, LLC20,207$114.75万0.01%-103减仓
Cambridge Investment Research Advisors, Inc.19,336$109.80万0.00%-11,603减仓
Cresset Asset Management, LLC19,074$108.32万0.00%231加仓
Mariner, LLC18,461$104.84万0.00%795加仓
Human Investing LLC17,533$99.57万0.13%-223减仓
Sage Mountain Advisors LLC17,386$98.74万0.06%0不变
Cetera Investment Advisers17,197$97.66万0.00%1,253加仓
Prosperity Consulting Group, LLC17,064$96.91万0.04%2,995加仓
M&T Bank Corp16,452$93.43万0.00%16,452新建仓
Kestra Advisory Services, LLC16,241$92.23万0.00%-1,462减仓
Sound Stewardship, LLC16,074$91.29万0.38%32加仓

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