13FBOX
PUTNAM ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
P

PUTNAM ETF TRUST

PVAL
持有机构数
380
机构合计市值 (Q2 2026)
$100.30亿
机构合计股数 (Q2 2026)
1.97亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,803.5万股
291 · 88 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-577.7万股
81 · 22 清仓 · ≈
⚖️ 净额
+4,225.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$100.30亿
持有机构数
380
新买入
88
加仓
203
减仓
59
清仓
22
持股不变
30
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
美国银行BANK OF AMERICA CORP /DE/
0.12%0.12%#171$19.48亿3,824.3万股$16.66亿3,591.5万股+232.8万股+6.48%加仓
摩根士丹利MORGAN STANLEY
0.05%0.02%#232$8.91亿1,749.1万股$3.27亿766.0万股+983.0万股+128.33%加仓
LPL金融LPL Financial LLC
0.11%0.02%#177$5.08亿997.5万股$5,789.3万124.8万股+872.8万股+699.51%加仓
Cetera投资顾问Cetera Investment Advisers
0.44%0.41%#113$4.80亿941.1万股$3.87亿833.7万股+107.4万股+12.88%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
4.32%4.07%#26$4.39亿861.0万股$3.58亿772.4万股+88.6万股+11.47%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.51%0.43%#106$4.06亿797.7万股$3.09亿666.2万股+131.5万股+19.73%加仓
格伦米德信托GLENMEDE TRUST CO NA
1.63%1.63%#57$3.70亿726.0万股$3.32亿715.4万股+10.5万股+1.47%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.18%0.16%#154$3.37亿662.1万股$2.55亿549.1万股+113.0万股+20.57%加仓
瑞银集团UBS Group AG
0.04%0.04%#239$3.06亿599.8万股$2.59亿559.1万股+40.6万股+7.27%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#217$2.75亿540.1万股$2.15亿463.9万股+76.2万股+16.43%加仓
现代财富管理Modern Wealth Management, LLC
2.31%1.84%#49$1.94亿380.9万股$1.07亿230.5万股+150.4万股+65.27%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.02%#257$1.76亿345.0万股$1.25亿268.9万股+76.2万股+28.33%加仓
Cambridge Investment Research Advisors, Inc.
0.34%0.22%#127$1.48亿289.5万股$8,633.1万186.1万股+103.5万股+55.60%加仓
Allegheny Financial Group
14.11%14.27%#5$1.33亿260.9万股$1.06亿228.2万股+32.7万股+14.35%加仓
Stifel金融STIFEL FINANCIAL CORP
0.1%0.1%#180$1.26亿247.0万股$1.07亿229.8万股+17.2万股+7.49%加仓
Janney Montgomery Scott LLC
0.21%#146$1.08亿212.9万股$00股+212.9万股新买入
Amplius Wealth Advisors, LLC
7.61%7.65%#12$1.04亿203.8万股$9,180.0万197.8万股+6.0万股+3.01%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.1%0.03%#181$8,530.4万167.4万股$1,882.6万40.6万股+126.8万股+312.63%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.02%#250$8,507.8万167.0万股$4,727.7万103.7万股+63.2万股+60.95%加仓
HighTower顾问HighTower Advisors, LLC
0.08%0.06%#197$8,094.5万158.9万股$6,090.7万131.3万股+27.6万股+21.03%加仓
Opal Wealth Advisors, LLC
17.2%16.45%#3$7,961.5万156.3万股$7,278.5万156.9万股-6,023股-0.38%减仓
Oak Barrel Wealth Advisory LLC
32.46%32.44%#2$7,351.6万144.3万股$5,427.2万119.1万股+25.2万股+21.16%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.23%0.23%#142$7,095.6万139.3万股$6,068.8万130.8万股+8.5万股+6.48%加仓
Corient私人财富Corient Private Wealth LLC
0.05%0.08%#231$6,695.8万131.4万股$5,811.3万125.2万股+6.2万股+4.93%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.3%0.3%#131$6,508.2万127.7万股$5,493.2万118.4万股+9.3万股+7.90%加仓
Capital Analysts, LLC
1.4%0.27%#63$6,064.7万119.0万股$951.9万20.9万股+98.1万股+469.83%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.7%0.75%#88$5,473.3万107.4万股$4,777.0万103.0万股+4.5万股+4.34%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.29%0.36%#133$5,228.1万102.6万股$4,524.3万97.5万股+5.1万股+5.24%加仓
RFG顾问RFG Advisory, LLC
0.81%0.75%#82$5,155.2万101.2万股$4,087.0万88.1万股+13.1万股+14.87%加仓
Drake & Associates, LLC
8.19%7.91%#11$4,863.6万95.5万股$4,148.5万89.4万股+6.1万股+6.77%加仓
AUCTUS ADVISORS LLC
40.49%41.8%#1$4,813.9万94.5万股$4,406.2万95.0万股-4,792股-0.50%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.1%0.08%#182$4,777.5万93.8万股$2,916.2万62.8万股+30.9万股+49.20%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.91%0.92%#78$4,480.7万87.9万股$3,947.0万85.1万股+2.9万股+3.39%加仓
M&T银行M&T BANK CORP
0.13%0.07%#168$4,477.1万87.9万股$1,940.2万41.8万股+46.0万股+110.12%加仓
Harbor Group, Inc.
5.24%5.77%#20$4,464.9万87.6万股$3,994.0万86.1万股+1.6万股+1.81%加仓
Summit Investment Advisory Services, LLC
11.07%#9$4,412.3万86.6万股$00股+86.6万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.07%0.05%#216$4,254.2万83.5万股$2,982.0万64.3万股+19.2万股+29.92%加仓
GGM Financial LLC
15.5%2.54%#4$4,086.3万80.2万股$552.4万11.9万股+68.3万股+573.64%加仓
Embree Financial Group
3.99%4.18%#30$3,984.9万78.2万股$3,549.5万76.5万股+1.7万股+2.24%加仓
汉考克·惠特尼公司HANCOCK WHITNEY CORP
0.66%0.65%#91$3,983.0万78.2万股$3,758.2万76.0万股+2.1万股+2.80%加仓
Bouchey Financial Group, Ltd.
2.54%#43$3,936.0万77.3万股$00股+77.3万股新买入
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
1.59%1.51%#58$3,906.2万84.2万股$3,110.7万68.3万股+15.9万股+23.32%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
1.13%2.44%#72$3,444.8万67.6万股$3,253.8万70.1万股-2.5万股-3.58%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.29%0.26%#134$3,391.3万66.6万股$2,656.0万57.2万股+9.3万股+16.28%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.17%0.12%#158$3,276.5万64.3万股$2,403.9万51.8万股+12.5万股+24.13%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.07%#227$3,220.3万62.1万股$3,263.6万70.0万股-7.8万股-11.21%减仓
AdvisorNet Financial, Inc
1.45%1.36%#61$3,185.3万62.5万股$2,618.0万56.4万股+6.1万股+10.80%加仓
BAKER TILLY WEALTH MANAGEMENT, LLC
6.41%5.82%#15$3,020.0万59.3万股$2,393.2万51.6万股+7.7万股+14.92%加仓
Sowa Financial Group, Inc.
13.95%12.92%#6$2,991.8万58.7万股$2,606.7万56.2万股+2.5万股+4.52%加仓
Marks Group Wealth Management, Inc
2.58%1.56%#42$2,966.6万58.2万股$1,620.2万34.9万股+23.3万股+66.75%加仓

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