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 TRUSTQTEC
持有机构数
446
机构合计市值 (Q2 2026)
$32.95亿
机构合计股数 (Q2 2026)
986.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+369.9万股
205 · 104 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-116.8万股
160 · 20 清仓 · ≈
⚖️ 净额
+253.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$32.95亿
持有机构数
446
新买入
104
加仓
101
减仓
140
清仓
20
持股不变
101
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
第一信托顾问FIRST TRUST ADVISORS LP
0.48%<0.01%#37$8.13亿242.9万股$46.8万2,168股+242.7万股+111,933.39%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#279$2.36亿70.6万股$1.42亿61.6万股+9.0万股+14.58%加仓
LPL金融LPL Financial LLC
0.05%0.04%#194$2.10亿62.8万股$1.33亿61.5万股+1.3万股+2.15%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.02%#280$1.94亿58.0万股$2.20亿101.9万股-43.9万股-43.05%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.02%#232$1.65亿49.2万股$9,640.5万44.6万股+4.6万股+10.26%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#231$1.00亿30.0万股$6,240.6万28.9万股+1.1万股+3.80%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.04%<0.01%#203$8,805.7万26.3万股$282.9万1.3万股+25.0万股+1,908.40%加仓
瑞银集团UBS Group AG
0.01%0.01%#297$8,083.1万24.2万股$5,550.9万25.7万股-1.6万股-6.03%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#303$6,380.1万19.1万股$3,199.3万14.8万股+4.2万股+28.69%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#285$4,927.2万14.7万股$3,965.5万18.4万股-3.6万股-19.82%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#183$4,473.0万13.4万股$2,700.7万12.5万股+8,596股+6.88%加仓
Allworth金融Allworth Financial LP
0.16%0.11%#87$3,877.8万11.6万股$2,597.5万12.0万股-4,401股-3.66%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.03%0.09%#228$3,543.7万10.6万股$8,975.8万41.6万股-31.0万股-74.52%减仓
Cambridge Investment Research Advisors, Inc.
0.07%0.05%#150$3,180.2万9.5万股$2,111.8万9.8万股-2,758股-2.82%减仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.02%#210$3,156.9万9.4万股$1,400.7万6.5万股+2.9万股+45.45%加仓
Janney Montgomery Scott LLC
0.06%0.05%#169$3,091.1万9.2万股$2,125.1万9.8万股-6,037股-6.14%减仓
NewEdge顾问NewEdge Advisors, LLC
0.09%0.04%#134$2,943.3万8.8万股$1,132.8万5.2万股+3.5万股+67.67%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%<0.01%#325$2,923.5万8.7万股$1,639.4万7.6万股+1.1万股+14.86%加仓
RVW Wealth, LLC
1.84%1.41%#9$2,795.6万8.4万股$1,810.5万8.4万股-299股-0.36%减仓
EP财富顾问EP Wealth Advisors, LLC
0.1%0.08%#124$2,609.9万7.8万股$1,689.7万7.8万股-254股-0.32%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#242$2,601.8万7.8万股$1,763.0万8.2万股-3,892股-4.77%减仓
以色列Meitav投资MEITAV INVESTMENT HOUSE LTD
0.16%#93$2,332.7万7.0万股$00股+7.0万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.06%#154$2,220.2万6.6万股$1,460.6万6.8万股-1,293股-1.91%减仓
花旗集团CITIGROUP INC
0.01%<0.01%#318$2,133.8万6.4万股$1,057.2万4.9万股+1.5万股+30.25%加仓
Nilsine Partners, LLC
1.4%0.06%#14$2,029.8万6.1万股$81.6万3,117股+5.8万股+1,845.68%加仓
Southland Equity Partners LLC
3.55%2.54%#5$2,026.8万6.1万股$1,304.2万6.0万股+174股+0.29%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.02%#233$1,933.4万5.8万股$1,030.9万4.8万股+1.0万股+21.03%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#240$1,914.4万5.7万股$1,293.7万6.0万股-2,698股-4.50%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.01%#265$1,895.5万5.7万股$1,342.5万6.2万股-5,524股-8.89%减仓
&Partners&PARTNERS
0.08%<0.01%#147$1,843.5万5.5万股$76.7万3,550股+5.2万股+1,454.45%加仓
咨询服务网络Advisory Services Network, LLC
0.19%<0.01%#73$1,721.2万5.1万股$8.3万384股+5.1万股+13,291.93%加仓
Private Advisor集团Private Advisor Group, LLC
0.07%0.05%#149$1,606.7万4.8万股$1,096.0万5.1万股-2,736股-5.39%减仓
跳跃金融Jump Financial, LLC
0.13%0.14%#107$1,597.4万4.8万股$1,071.0万5.0万股-1,858股-3.75%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%0.01%#288$1,563.5万4.7万股$931.2万4.3万股+3,600股+8.35%加仓
多伦多道明银行TORONTO DOMINION BANK
0.02%0.02%#259$1,551.6万4.6万股$1,477.7万6.8万股-2.2万股-32.21%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.12%0.03%#108$1,453.4万4.3万股$296.2万1.4万股+3.0万股+216.69%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.18%0.13%#82$1,360.2万4.1万股$855.6万4.0万股+1,030股+2.60%加仓
Mainsail Financial Group, LLC
4.49%3.28%#3$1,323.0万4.0万股$786.1万3.6万股+3,132股+8.61%加仓
Creative Planning财富管理Creative Planning
0.01%0.01%#316$1,268.4万3.8万股$871.0万4.0万股-2,427股-6.02%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#396$1,218.7万3.6万股$30.2万1,400股+3.5万股+2,500.93%加仓
Syntegra Private Wealth Group, LLC
0.93%0.75%#25$1,206.0万3.6万股$789.3万3.7万股-512股-1.40%减仓
AssetMarkASSETMARK, INC
0.02%0.02%#251$1,174.5万3.5万股$1,042.6万4.8万股-1.3万股-27.31%减仓
NewSquare Capital LLC
0.79%0.03%#28$1,066.0万3.2万股$31.5万1,459股+3.0万股+2,082.93%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#410$1,049.5万3.1万股$509.1万2.4万股+7,788股+33.04%加仓
Waverly顾问Waverly Advisors, LLC
0.06%0.05%#173$1,007.2万3.0万股$631.0万2.9万股+881股+3.02%加仓
Maxele Advisors, LLC
6.8%#1$973.4万2.9万股$00股+2.9万股新买入
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.15%0.12%#96$972.9万2.9万股$660.8万3.1万股-1,524股-4.98%减仓
Virtu Financial LLC
0.3%0.1%#54$936.6万2.8万股$252.0万1.2万股+1.6万股+139.89%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#351$920.8万2.9万股$593.8万2.8万股+786股+2.77%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.08%0.05%#142$888.7万2.7万股$472.8万2.2万股+4,664股+21.31%加仓

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