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POLEN DIVIDEND INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
P

POLEN DIVIDEND INCOME ETF

DIVZ
持有机构数
25
机构合计市值 (Q2 2026)
$8,831.5万
机构合计股数 (Q2 2026)
236.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.9万股
16 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-390.7万股
11 · 5 清仓 · ≈
⚖️ 净额
-323.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,831.5万
持有机构数
25
新买入
7
加仓
9
减仓
6
清仓
5
持股不变
3
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
Weaver Consulting Group
6.98%6.91%#1$3,403.1万91.0万股$2,899.6万77.9万股+13.2万股+16.90%加仓
49 WEALTH MANAGEMENT, LLC
3.1%11.91%#2$1,624.8万43.5万股$1.59亿427.6万股-384.1万股-89.83%减仓
ALONGSIDE, LLC
3.1%#3$1,624.8万43.5万股$00股+43.5万股新买入
TITLEIST ASSET MANAGEMENT, LLC
1%1.11%#4$1,480.7万39.6万股$1,474.4万39.6万股+90股+0.02%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%#11$215.3万5.8万股$00股+5.8万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#17$84.7万2.3万股$00股+2.3万股新买入
M3 Advisory Group, LLC
0.39%0.46%#5$76.1万2.0万股$74.2万2.0万股+433股+2.17%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#12$69.3万1.9万股$81.8万2.2万股-3,437股-15.63%减仓
Joel Isaacson & Co., LLC
0.02%0.02%#8$58.9万1.6万股$52.9万1.4万股+1,570股+11.06%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$42.4万1.1万股$56.9万1.5万股-3,938股-25.77%减仓
GTS SECURITIES LLC
0.01%0.01%#10$40.6万1.2万股$38.3万1.1万股+397股+3.48%加仓
Regatta Research & Money Management
0.31%#6$33.1万8,858股$00股+8,858股新买入
Financial Gravity Companies, Inc.
0.05%#7$31.5万8,421股$00股+8,421股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#19$23.7万6,350股$28.7万7,701股-1,351股-17.54%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#18$11.0万2,948股$10.1万2,722股+226股+8.30%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#21$5.4万1,434股$2.6万692股+742股+107.23%加仓
Highland Investment Advisors LLC
0.02%#9$3.8万1,005股$00股+1,005股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#24$7,326196股$361股+195股+19,500.00%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#16$5,607150股$5,584150股00.00%持仓不变
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#15$4,373117股$4,356117股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#14$94625股$1,97753股-28股-52.83%减仓
Blue TrustBlue Trust, Inc.
<0.01%<0.01%#20$87123股$86223股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#22$65618股$64917股+1股+5.88%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#23$44812股$00股+12股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#25$2647股$47.6万1.4万股-1.4万股-99.95%减仓

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