13FBOX
PGIM ULTRA · 13F 机构持仓分析
期权收益计算器 机构排行
P

PGIM ULTRA

PULS
持有机构数
467
机构合计市值 (Q2 2026)
$116.90亿
机构合计股数 (Q2 2026)
2.36亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,723.7万股
289 · 58 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-541.7万股
163 · 33 清仓 · ≈
⚖️ 净额
+3,182.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$116.90亿
持有机构数
467
新买入
58
加仓
231
减仓
130
清仓
33
持股不变
48
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
摩根大通JPMORGAN CHASE & CO
0.14%0.13%#192$25.18亿5,064.4万股$19.57亿3,941.4万股+1,123.0万股+28.49%加仓
保德信金融PRUDENTIAL FINANCIAL INC
1.47%1.37%#68$13.48亿2,720.6万股$11.11亿2,244.8万股+475.9万股+21.20%加仓
摩根士丹利MORGAN STANLEY
0.05%0.05%#272$9.26亿1,868.0万股$8.15亿1,634.8万股+233.2万股+14.27%加仓
LPL金融LPL Financial LLC
0.16%0.17%#183$6.93亿1,398.2万股$6.30亿1,271.8万股+126.3万股+9.93%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.04%#290$6.01亿1,213.8万股$5.68亿1,148.0万股+65.8万股+5.73%加仓
富国银行WELLS FARGO & COMPANY/MN
0.07%0.07%#249$4.39亿885.3万股$3.88亿784.2万股+101.1万股+12.89%加仓
富达投资FMR LLC
0.01%0.01%#362$3.11亿627.7万股$2.21亿445.6万股+182.0万股+40.85%加仓
Cetera投资顾问Cetera Investment Advisers
0.26%0.25%#143$2.89亿583.9万股$2.35亿473.9万股+110.0万股+23.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.08%#248$2.66亿536.6万股$2.53亿510.8万股+25.8万股+5.05%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.13%0.14%#199$2.60亿525.6万股$2.45亿494.0万股+31.7万股+6.41%加仓
瑞银集团UBS Group AG
0.03%0.03%#316$2.23亿449.8万股$2.17亿437.6万股+12.2万股+2.80%加仓
Kensington Asset Management, LLC
11.91%8.7%#2$2.18亿440.8万股$1.60亿322.7万股+118.1万股+36.60%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.08%0.08%#234$2.06亿414.8万股$1.61亿323.8万股+91.0万股+28.10%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.03%#321$2.01亿404.8万股$1.92亿387.2万股+17.6万股+4.56%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#345$1.29亿260.6万股$1.21亿244.1万股+16.4万股+6.73%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.14%0.16%#189$1.14亿229.1万股$1.14亿230.9万股-1.8万股-0.78%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.03%#339$1.08亿217.9万股$1.18亿239.0万股-21.1万股-8.83%减仓
NewEdge顾问NewEdge Advisors, LLC
0.3%0.23%#138$1.02亿205.0万股$6,471.3万130.7万股+74.2万股+56.78%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.11%0.12%#212$9,742.7万196.6万股$8,012.0万161.9万股+34.8万股+21.48%加仓
Stifel金融STIFEL FINANCIAL CORP
0.07%0.08%#246$8,924.2万180.1万股$8,960.3万181.0万股-9,090股-0.50%减仓
Crane Advisory, LLC
10.89%11.42%#4$7,583.5万152.8万股$7,629.2万153.7万股-8,902股-0.58%减仓
MAI资本管理MAI Capital Management
0.27%0.41%#141$7,150.9万144.3万股$7,201.1万145.5万股-1.2万股-0.80%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.03%0.03%#306$6,095.3万123.0万股$5,566.7万112.5万股+10.6万股+9.39%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.11%0.1%#213$5,517.3万111.3万股$3,667.3万74.1万股+37.3万股+50.29%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#369$5,105.7万103.0万股$4,998.3万101.0万股+2.1万股+2.05%加仓
Crewe Advisors LLC
3.04%2.85%#33$4,198.6万84.7万股$3,342.9万67.5万股+17.2万股+25.46%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.77%0.79%#98$3,812.2万76.9万股$2,044.8万41.3万股+35.6万股+86.25%加仓
Cambridge Investment Research Advisors, Inc.
0.09%0.1%#230$3,808.0万76.9万股$3,814.5万77.1万股-2,077股-0.27%减仓
Lakeshore Financial Planning, Inc.
12.25%13.8%#1$3,804.3万76.8万股$3,806.3万76.9万股-1,170股-0.15%减仓
Peak Planning Group, LLC
8.38%3.47%#13$3,712.0万74.9万股$542.2万10.9万股+64.0万股+587.49%加仓
Main Street Group, LTD
8.47%9.59%#11$3,660.7万73.9万股$3,263.6万65.9万股+7.9万股+12.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.05%0.01%#271$3,622.1万73.1万股$945.8万19.1万股+54.0万股+282.57%加仓
Pine Harbor Wealth Management, LLC
9.59%10.15%#8$3,580.6万72.3万股$3,393.3万68.6万股+3.7万股+5.41%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.71%0.73%#103$3,347.7万67.6万股$3,053.7万61.7万股+5.9万股+9.52%加仓
Vickerman Investment Advisors, Inc.
6.47%7.14%#16$3,330.4万67.2万股$3,396.3万68.6万股-1.4万股-2.04%减仓
Blue Water Asset Management
10.6%11.71%#6$3,283.6万66.3万股$3,389.2万68.5万股-2.2万股-3.21%减仓
AMJ Financial Wealth Management
7.44%7.73%#14$3,277.7万66.2万股$3,277.7万66.2万股00.00%持仓不变
Navigation Group, LLC
6.34%6.78%#18$3,260.8万65.8万股$2,896.6万58.5万股+7.3万股+12.46%加仓
Janney Montgomery Scott LLC
0.06%0.07%#257$3,254.7万65.7万股$2,789.9万56.4万股+9.3万股+16.55%加仓
Private Advisor集团Private Advisor Group, LLC
0.13%0.22%#197$2,935.4万59.2万股$4,656.2万94.1万股-34.8万股-37.02%减仓
MBM WEALTH CONSULTANTS, LLC
5.45%5.73%#19$2,828.5万57.1万股$2,494.5万50.4万股+6.7万股+13.28%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.2%0.18%#168$2,692.0万54.3万股$2,425.9万49.0万股+5.3万股+10.86%加仓
Disciplina Capital Management LLC
2.69%2.36%#38$2,601.9万52.4万股$2,231.6万45.0万股+7.4万股+16.49%加仓
EP财富顾问EP Wealth Advisors, LLC
0.1%0.13%#224$2,587.3万52.2万股$2,632.2万53.2万股-9,588股-1.80%减仓
IHT 财富管理IHT Wealth Management, LLC
0.55%0.61%#113$2,582.4万52.1万股$2,625.3万53.0万股-9,189股-1.73%减仓
Equitable控股Equitable Holdings, Inc.
0.15%0.15%#186$2,552.9万51.5万股$2,370.9万47.8万股+3.7万股+7.68%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.03%#292$2,464.7万49.7万股$1,764.3万35.6万股+14.1万股+39.56%加仓
&Partners&PARTNERS
0.1%0.1%#223$2,423.9万48.6万股$2,066.0万41.2万股+7.4万股+18.04%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.28%0.35%#139$2,397.2万48.3万股$1,946.3万39.2万股+9.1万股+23.25%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.46%0.44%#120$2,270.7万45.8万股$1,914.9万38.7万股+7.1万股+18.46%加仓

🧭 机构资金流板块热力图

净流出 净流入