13FBOX
第一信托·UST · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST

FIRST TRUSTFVD
持有机构数
709
机构合计市值 (Q2 2026)
$52.08亿
机构合计股数 (Q2 2026)
1.08亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+322.9万股
252 · 53 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-838.4万股
370 · 52 清仓 · ≈
⚖️ 净额
-515.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$52.08亿
持有机构数
709
新买入
53
加仓
199
减仓
318
清仓
52
持股不变
139
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
摩根士丹利MORGAN STANLEY
0.04%0.05%#391$8.43亿1,749.3万股$8.99亿1,943.5万股-194.2万股-9.99%减仓
LPL金融LPL Financial LLC
0.17%0.21%#200$7.70亿1,598.6万股$7.91亿1,681.7万股-83.1万股-4.94%减仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#495$2.54亿527.3万股$2.49亿529.3万股-2.0万股-0.37%减仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.05%#404$2.47亿513.5万股$2.51亿534.6万股-21.1万股-3.94%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.07%#344$2.44亿506.7万股$2.43亿516.3万股-9.6万股-1.86%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.03%#466$1.53亿318.2万股$1.55亿328.8万股-10.6万股-3.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#419$1.53亿317.9万股$1.54亿327.2万股-9.4万股-2.86%减仓
瑞银集团UBS Group AG
0.02%0.02%#480$1.48亿306.3万股$1.59亿337.8万股-31.5万股-9.33%减仓
Stifel金融STIFEL FINANCIAL CORP
0.09%0.09%#297$1.07亿221.5万股$1.02亿217.0万股+4.5万股+2.07%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.11%0.13%#260$9,696.6万201.2万股$8,744.1万185.9万股+15.3万股+8.24%加仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.1%#312$9,090.7万188.7万股$9,330.4万198.4万股-9.7万股-4.89%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.11%0.13%#258$9,072.4万188.3万股$9,570.3万203.5万股-15.2万股-7.47%减仓
HighTower顾问HighTower Advisors, LLC
0.07%0.08%#329$7,530.2万156.3万股$7,367.2万156.6万股-3,564股-0.23%减仓
Truist金融TRUIST FINANCIAL CORP
0.07%0.08%#326$6,158.6万127.8万股$6,028.1万128.2万股-3,502股-0.27%减仓
Cambridge Investment Research Advisors, Inc.
0.13%0.15%#240$5,594.8万116.1万股$5,672.5万120.6万股-4.5万股-3.72%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#622$5,054.3万104.4万股$3,787.7万81.3万股+23.1万股+28.42%加仓
Private Advisor集团Private Advisor Group, LLC
0.23%0.16%#173$4,945.8万102.7万股$3,328.6万70.8万股+31.9万股+45.04%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.06%0.06%#364$4,286.0万89.0万股$3,905.8万83.0万股+5.9万股+7.12%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.13%0.15%#235$4,061.2万84.3万股$4,070.2万86.5万股-2.3万股-2.60%减仓
New England Private Wealth Advisors LLC
3.67%4.15%#8$3,800.2万76.1万股$3,591.3万76.4万股-2,218股-0.29%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.02%0.01%#465$3,170.2万65.8万股$1,056.3万22.5万股+43.3万股+192.97%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#515$3,121.9万64.3万股$2,763.4万59.6万股+4.7万股+7.90%加仓
繁荣金融服务Prospera Financial Services Inc
0.42%0.47%#110$2,879.7万59.8万股$2,900.1万61.7万股-1.9万股-3.07%减仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.1%#309$2,818.2万58.5万股$2,698.4万57.4万股+1.1万股+1.95%加仓
Intellus Advisors LLC
3.28%3.55%#10$2,702.3万56.1万股$2,600.7万55.3万股+7,885股+1.43%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.24%0.26%#167$2,645.4万54.9万股$2,607.9万55.4万股-5,452股-0.98%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.04%#408$2,542.0万52.8万股$2,526.4万53.7万股-9,591股-1.79%减仓
Janney Montgomery Scott LLC
0.05%0.06%#382$2,502.8万51.9万股$2,571.2万54.7万股-2.7万股-4.98%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.13%0.14%#232$2,413.0万50.1万股$2,359.0万50.2万股-766股-0.15%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.06%#379$2,404.5万49.9万股$2,104.9万44.8万股+5.2万股+11.51%加仓
PARK NATIONAL CORP /OH/
0.83%0.71%#60$2,317.4万49.3万股$2,324.5万49.4万股-1,509股-0.31%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.3%0.36%#147$2,219.1万46.1万股$2,328.7万49.5万股-3.5万股-6.98%减仓
花旗集团CITIGROUP INC
0.01%0.01%#549$2,196.0万45.6万股$2,133.3万45.4万股+2,189股+0.48%加仓
BEACON FINANCIAL GROUP
1.84%1.94%#28$2,026.9万42.1万股$1,949.1万41.4万股+6,270股+1.51%加仓
Equitable控股Equitable Holdings, Inc.
0.11%0.12%#261$1,898.7万39.4万股$1,846.1万39.8万股-4,287股-1.08%减仓
XCELSIOR ADVISOR PARTNERS LLC
2.38%#17$1,806.7万37.5万股$00股+37.5万股新买入
Solano Wealth Investment Advisors LLC
8.17%9.15%#1$1,796.3万37.3万股$1,836.0万39.0万股-1.8万股-4.50%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#537$1,789.2万37.1万股$1,796.4万38.2万股-1.1万股-2.78%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.15%0.19%#217$1,769.3万36.7万股$1,718.8万36.5万股+1,761股+0.48%加仓
Golden State Wealth Management, LLC
1.59%2.48%#32$1,739.7万36.1万股$2,272.2万48.3万股-12.2万股-25.26%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.16%0.17%#209$1,589.5万33.0万股$1,465.7万31.2万股+1.8万股+5.86%加仓
WealthCare Investment Partners, LLC
3.71%4.01%#7$1,541.4万32.0万股$1,445.9万30.7万股+1.3万股+4.10%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.08%0.07%#323$1,489.4万30.9万股$1,379.8万29.3万股+1.6万股+5.37%加仓
Petix & Botte Co
2.77%3.4%#12$1,377.9万28.6万股$1,527.4万32.5万股-3.9万股-11.94%减仓
美国商务银行COMMERCE BANK
0.06%0.06%#359$1,373.2万28.5万股$1,340.4万28.5万股00.00%持仓不变
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.01%<0.01%#558$1,365.7万28.3万股$528.1万11.2万股+17.1万股+152.42%加仓
现代财富管理Modern Wealth Management, LLC
0.16%0.23%#206$1,361.1万28.3万股$1,319.4万28.0万股+2,561股+0.91%加仓
Hobart Private Capital, LLC
2.3%3.29%#18$1,340.6万27.8万股$1,674.9万35.6万股-7.8万股-21.87%减仓
美国合众银行US BANCORP \DE\
0.01%0.01%#503$1,294.0万26.9万股$1,200.5万25.5万股+1.3万股+5.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#553$1,273.7万26.4万股$1,449.0万30.8万股-4.4万股-14.20%减仓

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