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嘉信·US · 13F 机构持仓分析
期权收益计算器 机构排行
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嘉信·US

SCHWAB USSCHX
持有机构数
1603
机构合计市值 (Q2 2026)
$333.38亿
机构合计股数 (Q2 2026)
11.34亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8,306.4万股
759 · 144 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,718.2万股
639 · 78 清仓 · ≈
⚖️ 净额
+4,588.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$333.38亿
持有机构数
1603
新买入
144
加仓
615
减仓
561
清仓
78
持股不变
283
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国合众银行US BANCORP \DE\
5.53%4.51%#88$50.68亿1.72亿股$37.19亿1.45亿股+2,715.4万股+18.72%加仓
Creative Planning财富管理Creative Planning
1.4%1.43%#260$23.99亿8,151.4万股$21.09亿8,227.0万股-75.6万股-0.92%减仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
8.41%7.21%#59$11.39亿3,869.9万股$9.58亿3,736.9万股+133.0万股+3.56%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.59%0.55%#415$11.13亿3,781.9万股$8.93亿3,481.0万股+301.0万股+8.65%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
20.24%20.05%#12$10.69亿3,521.4万股$10.12亿3,488.3万股+33.1万股+0.95%加仓
SEI投资SEI INVESTMENTS CO
0.83%0.76%#339$9.51亿3,229.9万股$8.34亿3,252.9万股-22.9万股-0.71%减仓
Betterment智能投顾Betterment LLC
1.43%1.39%#256$8.43亿2,862.7万股$7.33亿2,860.0万股+2.8万股+0.10%加仓
SAGE FINANCIAL GROUP INC
37.5%38.55%#3$6.77亿2,300.2万股$5.93亿2,310.9万股-10.6万股-0.46%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.92%0.9%#326$5.99亿2,036.3万股$5.17亿2,018.3万股+18.0万股+0.89%加仓
Diversified Enterprises, LLC
26.79%25.53%#10$5.54亿1,881.7万股$4.66亿1,818.6万股+63.1万股+3.47%加仓
Cerity合伙人Cerity Partners LLC
0.65%0.69%#392$5.45亿1,850.4万股$4.92亿1,918.5万股-68.1万股-3.55%减仓
HighTower顾问HighTower Advisors, LLC
0.4%0.38%#493$4.11亿1,395.0万股$3.59亿1,400.6万股-5.6万股-0.40%减仓
Koss-Olinger Consulting, LLC
29.03%22.55%#8$3.77亿1,280.8万股$2.69亿1,049.1万股+231.8万股+22.09%加仓
木星资产管理Jupiter Topco LLC
0.15%#750$3.76亿1,278.2万股$00股+1,278.2万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.55%0.62%#429$3.34亿1,123.1万股$2.85亿1,101.0万股+22.2万股+2.01%加仓
McAdam, LLC
12.41%11.74%#39$3.21亿1,092.3万股$2.61亿1,016.7万股+75.6万股+7.43%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#1296$3.07亿1,042.9万股$2.58亿1,007.6万股+35.3万股+3.50%加仓
MarinerMariner, LLC
0.32%0.31%#538$3.04亿1,031.3万股$2.66亿1,038.2万股-6.8万股-0.66%减仓
日本农林中央金库Norinchukin Bank, The
2.92%3.05%#165$3.00亿1,018.0万股$2.61亿1,018.0万股00.00%持仓不变
瑞银集团UBS Group AG
0.04%0.04%#1140$2.94亿997.8万股$2.45亿954.8万股+43.0万股+4.51%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.36%0.38%#512$2.85亿967.1万股$2.55亿992.9万股-25.8万股-2.60%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#1367$2.60亿884.7万股$1.50亿569.7万股+315.1万股+55.31%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
2.48%2.64%#178$2.56亿870.5万股$2.28亿890.1万股-19.6万股-2.20%减仓
LPL金融LPL Financial LLC
0.06%0.05%#1024$2.52亿856.3万股$1.93亿753.8万股+102.4万股+13.59%加仓
Fund Evaluation 集团Fund Evaluation Group, LLC
6.68%7.31%#74$2.47亿840.6万股$2.38亿927.5万股-86.9万股-9.37%减仓
JMG Financial Group, Ltd.
5.93%5.93%#85$2.45亿833.4万股$2.14亿833.3万股+817股+0.01%加仓
Kohmann Bosshard Financial Services, LLC
19.74%18.92%#13$2.33亿790.5万股$1.94亿758.3万股+32.2万股+4.24%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
1.07%1.05%#298$2.30亿781.3万股$1.99亿776.9万股+4.4万股+0.57%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.61%1.62%#243$2.16亿733.3万股$1.91亿745.8万股-12.5万股-1.67%减仓
AssetMarkASSETMARK, INC
0.34%0.34%#527$1.95亿662.6万股$1.67亿651.6万股+11.0万股+1.68%加仓
Corient私人财富Corient Private Wealth LLC
0.14%0.24%#772$1.90亿645.6万股$1.65亿672.5万股-26.9万股-4.00%减仓
Farther金融顾问Farther Finance Advisors, LLC
1.36%1.2%#264$1.75亿593.9万股$1.27亿492.4万股+101.5万股+20.61%加仓
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
1.18%1.06%#283$1.62亿549.2万股$1.32亿513.4万股+35.8万股+6.98%加仓
Apriem Advisors
13.81%13.78%#28$1.59亿541.9万股$1.44亿563.2万股-21.3万股-3.79%减仓
Northwest Quadrant Wealth Management, LLC
29.24%28.22%#7$1.58亿536.6万股$1.36亿529.5万股+7.1万股+1.35%加仓
FINANCIAL CONSULATE, INC
17.25%16.59%#15$1.55亿526.7万股$1.33亿519.2万股+7.5万股+1.44%加仓
BlueSky Wealth Advisors, LLC
16.55%16.13%#19$1.43亿485.4万股$1.25亿488.6万股-3.2万股-0.66%减仓
Savant资本Savant Capital, LLC
0.41%0.31%#487$1.39亿505.5万股$6,412.1万250.1万股+255.4万股+102.11%加仓
奥格尔财富管理Orgel Wealth Management, LLC
2.6%2.59%#176$1.37亿465.9万股$1.20亿469.1万股-3.2万股-0.69%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.05%0.05%#1085$1.33亿451.6万股$1.02亿398.8万股+52.8万股+13.25%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.05%0.04%#1055$1.30亿452.4万股$8,411.1万335.6万股+116.8万股+34.81%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.64%0.71%#400$1.30亿440.0万股$8,942.5万348.8万股+91.3万股+26.17%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#1192$1.27亿432.4万股$1.07亿416.2万股+16.3万股+3.91%加仓
Charles Schwab Trust Co
6.96%6.92%#71$1.25亿423.8万股$1.07亿416.0万股+7.8万股+1.87%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#1545$1.25亿423.1万股$8,195.4万319.6万股+103.5万股+32.38%加仓
EVERMAY WEALTH MANAGEMENT LLC
12.53%12.42%#37$1.22亿413.5万股$1.12亿436.9万股-23.4万股-5.35%减仓
Steele Capital Management, Inc.
4.46%4.34%#112$1.21亿411.0万股$1.05亿408.3万股+2.7万股+0.67%加仓
FSA Investment Group, LLC
38.79%39.21%#2$1.19亿405.8万股$9,740.6万379.9万股+25.9万股+6.82%加仓
GREENWOOD GEARHART LLC
5.08%4.88%#99$1.09亿371.0万股$9,028.7万352.1万股+18.8万股+5.35%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
14.22%11.85%#25$1.09亿369.5万股$7,677.7万299.4万股+70.1万股+23.40%加仓

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