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 TRUSTFDN
持有机构数
584
机构合计市值 (Q2 2026)
$24.80亿
机构合计股数 (Q2 2026)
937.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+88.6万股
185 · 79 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-243.6万股
252 · 46 清仓 · ≈
⚖️ 净额
-155.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$24.80亿
持有机构数
584
新买入
79
加仓
106
减仓
206
清仓
46
持股不变
193
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
0.02%0.02%#346$2.88亿108.6万股$3.79亿135.4万股-26.8万股-19.76%减仓
LPL金融LPL Financial LLC
0.04%0.05%#213$1.88亿71.2万股$1.71亿73.0万股-1.8万股-2.52%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#264$1.79亿67.7万股$1.67亿71.4万股-3.7万股-5.22%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#380$1.74亿65.7万股$1.54亿65.8万股-1,509股-0.23%减仓
瑞银集团UBS Group AG
0.02%0.01%#318$1.49亿56.4万股$9,148.3万39.1万股+17.4万股+44.40%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#267$1.04亿39.3万股$9,335.7万39.9万股-5,667股-1.42%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#354$9,705.1万36.7万股$6,862.5万29.3万股+7.3万股+25.03%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#462$4,845.2万18.3万股$3,365.1万14.4万股+3.9万股+27.29%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#397$3,905.3万14.8万股$3,554.6万15.2万股-4,361股-2.87%减仓
Corient私人财富Corient Private Wealth LLC
0.03%0.05%#263$3,895.1万14.7万股$3,496.4万14.9万股-2,254股-1.51%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#223$3,446.1万13.0万股$3,125.4万13.4万股-3,371股-2.52%减仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#219$3,442.5万13.0万股$3,157.2万13.5万股-4,862股-3.60%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#461$3,360.5万12.7万股$482.0万2.1万股+10.6万股+516.43%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#427$3,215.1万12.2万股$3,062.1万13.1万股-9,179股-7.01%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#288$2,949.0万11.1万股$2,695.9万11.5万股-3,792股-3.29%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#240$2,886.9万10.9万股$2,517.3万10.8万股+1,491股+1.39%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#283$2,625.3万9.9万股$2,422.3万10.4万股-4,331股-4.18%减仓
费雪资产管理Fisher Asset Management, LLC
0.01%0.01%#414$2,615.0万9.9万股$2,414.8万10.3万股-4,398股-4.26%减仓
Janney Montgomery Scott LLC
0.04%0.05%#203$2,314.1万8.7万股$2,073.5万8.9万股-1,180股-1.33%减仓
EARNED WEALTH ADVISORS, LLC
1.49%1.4%#11$2,306.2万8.7万股$2,088.8万8.9万股-2,136股-2.39%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#314$2,164.7万8.2万股$1,928.4万8.2万股-624股-0.76%减仓
Cambridge Investment Research Advisors, Inc.
0.05%0.05%#197$2,061.6万7.8万股$1,925.7万8.2万股-4,407股-5.36%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#353$2,011.3万7.6万股$00股+7.6万股新买入
WCG Wealth 顾问WCG Wealth Advisors LLC
0.47%0.45%#48$1,983.2万7.5万股$1,621.0万6.9万股+5,649股+8.16%加仓
Warner Group LLC
4.84%5.4%#2$1,965.4万7.4万股$827.4万3.5万股+3.9万股+110.01%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#512$1,724.6万6.5万股$2,272.0万9.7万股-3.2万股-32.89%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.08%0.09%#141$1,660.1万6.3万股$1,520.0万6.5万股-2,238股-3.45%减仓
AssetMarkASSETMARK, INC
0.03%0.03%#266$1,643.4万6.2万股$1,395.7万6.0万股+2,445股+4.10%加仓
Tamar Securities, LLC
1.46%1.86%#12$1,565.7万5.9万股$1,740.6万7.4万股-1.5万股-20.48%减仓
跳跃金融Jump Financial, LLC
0.12%0.01%#111$1,512.6万5.7万股$54.5万2,328股+5.5万股+2,354.47%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#304$1,450.9万5.5万股$1,338.6万5.7万股-2,390股-4.18%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#542$1,428.5万5.4万股$1,388.9万6.1万股-7,352股-11.97%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#324$1,328.8万5.0万股$1,306.8万5.6万股-5,645股-10.11%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#448$1,257.7万4.9万股$1,047.2万4.6万股+2,490股+5.39%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.11%0.15%#118$1,224.7万4.6万股$1,468.3万6.3万股-1.6万股-26.27%减仓
花旗集团CITIGROUP INC
<0.01%0.12%#459$1,182.6万4.5万股$2.71亿115.8万股-111.4万股-96.14%减仓
Beaumont Financial Advisors, LLC
0.73%0.71%#26$1,149.1万4.3万股$1,033.3万4.4万股-742股-1.68%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#329$1,146.9万4.3万股$1,077.5万4.6万股-2,717股-5.90%减仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.13%0.14%#106$1,079.6万4.1万股$1,026.2万4.4万股-3,066股-6.99%减仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.24%0.28%#75$994.8万3.8万股$882.2万3.8万股-117股-0.31%减仓
Strategic Wealth Partners, Ltd.
0.57%#41$920.9万3.5万股$00股+3.5万股新买入
Wealth Management Partners, LLC
1.97%2.14%#8$837.8万3.2万股$748.5万3.2万股-338股-1.06%减仓
Southland Equity Partners LLC
1.46%1.43%#13$831.8万3.1万股$735.9万3.1万股-23股-0.07%减仓
PEAPACK GLADSTONE FINANCIAL CORP
0.09%0.1%#136$803.3万3.0万股$742.9万3.2万股-1,399股-4.41%减仓
SeaCrest Wealth Management, LLC
0.89%0.79%#23$803.0万3.0万股$738.7万3.2万股-1,231股-3.90%减仓
巅峰联合PINNACLE ASSOCIATES LTD
0.08%0.09%#143$743.5万2.8万股$709.7万3.0万股-2,239股-7.38%减仓
PACIFIC SUN FINANCIAL CORP
3.07%3.25%#4$743.4万2.8万股$670.6万2.9万股-570股-1.99%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.04%#293$738.1万2.8万股$1,000.2万4.3万股-1.5万股-34.76%减仓
Equitable控股Equitable Holdings, Inc.
0.04%0.05%#214$707.3万2.7万股$712.2万2.6万股+247股+0.93%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.04%0.03%#242$700.2万2.6万股$610.0万2.6万股+383股+1.47%加仓

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