XVV ISHARES TR
ESG SELECT SCRE
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 | 160 | 5,295,927 | $3.01亿 | 20 | 59 | 41 | 8 | -$5,099.47万 |
| 2026Q1 | 144 | 6,178,903 | $3.04亿 | 21 | 58 | 24 | 4 | -$4,571.97万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| KEYBANK NATIONAL ASSOCIATION/OH | 新建仓 | $785.14万 |
| MORGAN STANLEY | 加仓 | $621.72万 |
| Bank of New York Mellon Corp | 新建仓 | $360.34万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $198.36万 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 新建仓 | $195.14万 |
| Lido Advisors, LLC | 新建仓 | $193.49万 |
| BROWN ADVISORY INC | 加仓 | $172.05万 |
| NerdWallet Wealth Partners, LLC | 新建仓 | $110.18万 |
| MERCER GLOBAL ADVISORS INC /ADV | 新建仓 | $107.66万 |
| LPL Financial LLC | 加仓 | $85.56万 |
| BECKER CAPITAL MANAGEMENT INC | 加仓 | $80.60万 |
| Prosperity Consulting Group, LLC | 新建仓 | $69.25万 |
| Archer Investment Corp | 加仓 | $51.06万 |
| MAI Capital Management | 加仓 | $49.85万 |
| NorthRock Partners, LLC | 加仓 | $48.83万 |
| RMR Wealth Builders | 加仓 | $31.80万 |
| Cresset Asset Management, LLC | 加仓 | $30.02万 |
| ROYAL BANK OF CANADA | 加仓 | $29.98万 |
| Thrivent Financial for Lutherans | 加仓 | $27.97万 |
| Wealth Group Ltd | 新建仓 | $27.42万 |
2026Q1 卖出最多
| University of Cambridge Investment Management Ltd | 减仓 | -$7,095.12万 |
| DRW Securities, LLC | 清仓 | -$440.26万 |
| EP Wealth Advisors, LLC | 减仓 | -$148.71万 |
| CITADEL ADVISORS LLC | 减仓 | -$140.80万 |
| JNBA Financial Advisors | 减仓 | -$75.40万 |
| Archer Investment Management, LLC | 减仓 | -$57.52万 |
| WCG Wealth Advisors LLC | 清仓 | -$52.83万 |
| Alpine Bank Wealth Management | 减仓 | -$43.92万 |
| Apollon Wealth Management, LLC | 减仓 | -$41.91万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$35.71万 |
| Curtis Advisory Group, LLC | 减仓 | -$21.01万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$18.46万 |
| Kestra Advisory Services, LLC | 减仓 | -$9.04万 |
| Napier Financial, LLC | 减仓 | -$7.45万 |
| NewEdge Advisors, LLC | 减仓 | -$5.66万 |
| Magnus Financial Group LLC | 减仓 | -$5.55万 |
| Topel & Distasi Wealth Management, LLC | 减仓 | -$4.60万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2.86万 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 减仓 | -$2.55万 |
| Elwood & Goetz Wealth Advisory Group, LLC | 减仓 | -$2.23万 |
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 |
|---|---|---|---|---|---|
| University of Cambridge Investment Management Ltd | 2,202,387 | $1.08亿 | 100.00% | -1,441,511 | 减仓 |
| SUN LIFE FINANCIAL INC | 823,040 | $4,051.00万 | 2.30% | 0 | 不变 |
| LPL Financial LLC | 273,521 | $1,346.27万 | 0.00% | 17,383 | 加仓 |
| BECKER CAPITAL MANAGEMENT INC | 247,274 | $1,217.08万 | 0.36% | 16,375 | 加仓 |
| BROWN ADVISORY INC | 218,970 | $1,077.77万 | 0.02% | 34,955 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 159,517 | $785.14万 | 0.03% | 159,517 | 新建仓 |
| MORGAN STANLEY | 128,320 | $631.59万 | 0.00% | 126,314 | 加仓 |
| JNBA Financial Advisors | 85,643 | $421.53万 | 0.35% | -15,319 | 减仓 |
| Wharton Business Group, LLC | 76,440 | $376.24万 | 0.14% | 0 | 不变 |
| FRANKLIN RESOURCES INC | 75,998 | $374.06万 | 0.00% | 0 | 不变 |
| Bank of New York Mellon Corp | 73,210 | $360.34万 | 0.00% | 73,210 | 新建仓 |
| Thrivent Financial for Lutherans | 72,370 | $356.20万 | 0.01% | 5,682 | 加仓 |
| Atlantic Private Wealth, LLC | 71,500 | $351.92万 | 2.30% | 3,828 | 加仓 |
| Alpine Bank Wealth Management | 70,342 | $346.22万 | 0.50% | -8,923 | 减仓 |
| BSW Wealth Partners | 62,780 | $309.00万 | 0.38% | 0 | 不变 |
| RAYMOND JAMES FINANCIAL INC | 61,610 | $303.24万 | 0.00% | -7,255 | 减仓 |
| Biltmore Family Office, LLC | 56,201 | $276.62万 | 0.39% | 0 | 不变 |
| NorthRock Partners, LLC | 47,274 | $232.68万 | 0.04% | 9,921 | 加仓 |
| HighTower Advisors, LLC | 46,315 | $227.97万 | 0.00% | 4,978 | 加仓 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 44,743 | $220.22万 | 0.38% | 2,760 | 加仓 |
| EP Wealth Advisors, LLC | 41,433 | $203.93万 | 0.01% | -30,214 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 40,300 | $198.36万 | 0.00% | 40,300 | 新建仓 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 35,571 | $195.14万 | 0.02% | 35,571 | 新建仓 |
| Lido Advisors, LLC | 39,312 | $193.49万 | 0.01% | 39,312 | 新建仓 |
| MAI Capital Management | 32,016 | $157.58万 | 0.01% | 10,128 | 加仓 |
| JPMORGAN CHASE & CO | 32,503 | $155.43万 | 0.00% | 4,488 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 30,939 | $152.30万 | 0.00% | 387 | 加仓 |
| ROYAL BANK OF CANADA | 30,155 | $148.40万 | 0.00% | 6,091 | 加仓 |
| Wick Capital Partners, LLC | 30,142 | $148.36万 | 0.26% | 128 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 29,060 | $143.03万 | 0.00% | -582 | 减仓 |
| Napier Financial, LLC | 28,804 | $141.77万 | 0.33% | -1,514 | 减仓 |
| Financial Council, LLC | 28,388 | $139.73万 | 0.54% | 254 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 28,061 | $138.12万 | 0.00% | 2,665 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,019 | $132.99万 | 0.00% | -3,750 | 减仓 |
| Focus Partners Wealth | 23,115 | $113.77万 | 0.00% | 110 | 加仓 |
| MML INVESTORS SERVICES, LLC | 22,568 | $111.08万 | 0.00% | 503 | 加仓 |
| NerdWallet Wealth Partners, LLC | 22,385 | $110.18万 | 0.48% | 22,385 | 新建仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 21,873 | $107.66万 | 0.00% | 21,873 | 新建仓 |
| Apollon Wealth Management, LLC | 20,310 | $99.96万 | 0.02% | -8,516 | 减仓 |
| Cornerstone Financial Management LLC | 19,019 | $93.61万 | 0.86% | -203 | 减仓 |
| Cresset Asset Management, LLC | 18,843 | $92.75万 | 0.00% | 6,099 | 加仓 |
| Magnus Financial Group LLC | 18,399 | $90.56万 | 0.07% | -1,128 | 减仓 |
| Human Investing LLC | 17,756 | $87.40万 | 0.13% | 792 | 加仓 |
| Kestra Advisory Services, LLC | 17,703 | $87.14万 | 0.00% | -1,836 | 减仓 |
| Mariner, LLC | 17,666 | $86.95万 | 0.00% | 32 | 加仓 |
| Sage Mountain Advisors LLC | 17,386 | $85.57万 | 0.06% | 416 | 加仓 |
| Highland Financial Advisors, LLC | 16,867 | $83.02万 | 0.22% | 3,608 | 加仓 |
| Sound Stewardship, LLC | 16,042 | $78.96万 | 0.36% | 620 | 加仓 |
| Cetera Investment Advisers | 15,944 | $78.47万 | 0.00% | 758 | 加仓 |
| RETIREMENT CAPITAL STRATEGIES | 15,381 | $75.71万 | 0.29% | 0 | 不变 |
内部人交易（Form 4）
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