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 🔒 | ||||||||
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 Ltd | 1,649,540 | $9,389.20万 | 100.00% | -552,847 | 减仓 |
| SUN LIFE FINANCIAL INC | 441,619 | $2,508.00万 | 1.28% | -381,421 | 减仓 |
| LPL Financial LLC | 306,206 | $1,738.94万 | 0.00% | 32,685 | 加仓 |
| BECKER CAPITAL MANAGEMENT INC | 255,669 | $1,451.94万 | 0.39% | 8,395 | 加仓 |
| BROWN ADVISORY INC | 227,661 | $1,292.89万 | 0.02% | 8,691 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 175,276 | $995.39万 | 0.03% | 15,759 | 加仓 |
| Thrivent Financial for Lutherans | 78,662 | $446.80万 | 0.01% | 6,292 | 加仓 |
| FRANKLIN RESOURCES INC | 75,998 | $431.59万 | 0.00% | 0 | 不变 |
| Wharton Business Group, LLC | 75,920 | $431.15万 | 0.14% | -520 | 减仓 |
| JNBA Financial Advisors | 75,662 | $429.68万 | 0.33% | -9,981 | 减仓 |
| Bank of New York Mellon Corp | 74,207 | $421.42万 | 0.00% | 997 | 加仓 |
| Alpine Bank Wealth Management | 72,621 | $412.41万 | 0.53% | 2,279 | 加仓 |
| Atlantic Private Wealth, LLC | 67,627 | $384.05万 | 2.35% | -3,873 | 减仓 |
| BSW Wealth Partners | 57,656 | $327.43万 | 0.36% | -5,124 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 56,515 | $320.95万 | 0.00% | -5,095 | 减仓 |
| Biltmore Family Office, LLC | 56,201 | $319.17万 | 0.42% | 0 | 不变 |
| NorthRock Partners, LLC | 47,634 | $270.52万 | 0.04% | 360 | 加仓 |
| HighTower Advisors, LLC | 46,494 | $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 LLC | 44,053 | $250.18万 | 0.03% | 8,482 | 加仓 |
| EP Wealth Advisors, LLC | 39,984 | $227.07万 | 0.01% | -1,449 | 减仓 |
| Lido Advisors, LLC | 37,530 | $213.13万 | 0.01% | -1,782 | 减仓 |
| ROYAL BANK OF CANADA | 32,248 | $183.10万 | 0.00% | 2,093 | 加仓 |
| MAI Capital Management | 31,548 | $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, LLC | 30,129 | $171.10万 | 0.26% | -13 | 减仓 |
| RETIREMENT CAPITAL STRATEGIES | 30,106 | $170.97万 | 0.59% | 14,725 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 29,470 | $167.36万 | 0.00% | 1,409 | 加仓 |
| JPMORGAN CHASE & CO | 29,218 | $165.14万 | 0.00% | -3,285 | 减仓 |
| Napier Financial, LLC | 28,651 | $162.71万 | 0.34% | -153 | 减仓 |
| Financial Council, LLC | 28,114 | $159.66万 | 0.52% | -274 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,822 | $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, LLC | 26,929 | $152.93万 | 0.53% | 4,544 | 加仓 |
| MML INVESTORS SERVICES, LLC | 25,372 | $144.09万 | 0.00% | 2,804 | 加仓 |
| Focus Partners Wealth | 23,442 | $133.13万 | 0.00% | 327 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,020 | $130.73万 | 0.00% | 23,020 | 新建仓 |
| Archer Investment Corp | 21,872 | $124.21万 | 0.12% | 11,292 | 加仓 |
| Cornerstone Financial Management LLC | 21,718 | $123.34万 | 0.99% | 2,699 | 加仓 |
| Apollon Wealth Management, LLC | 20,207 | $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, LLC | 19,074 | $108.32万 | 0.00% | 231 | 加仓 |
| Mariner, LLC | 18,461 | $104.84万 | 0.00% | 795 | 加仓 |
| Human Investing LLC | 17,533 | $99.57万 | 0.13% | -223 | 减仓 |
| Sage Mountain Advisors LLC | 17,386 | $98.74万 | 0.06% | 0 | 不变 |
| Cetera Investment Advisers | 17,197 | $97.66万 | 0.00% | 1,253 | 加仓 |
| Prosperity Consulting Group, LLC | 17,064 | $96.91万 | 0.04% | 2,995 | 加仓 |
| M&T Bank Corp | 16,452 | $93.43万 | 0.00% | 16,452 | 新建仓 |
| Kestra Advisory Services, LLC | 16,241 | $92.23万 | 0.00% | -1,462 | 减仓 |
| Sound Stewardship, LLC | 16,074 | $91.29万 | 0.38% | 32 | 加仓 |
内部人交易(Form 4)
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