13FBOX
PIMCO EQUITY SER · 13F 机构持仓分析
期权收益计算器 机构排行
P

PIMCO EQUITY SER

MFUS
持有机构数
36
机构合计市值 (Q2 2026)
$2.34亿
机构合计股数 (Q2 2026)
349.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+49.0万股
27 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.7万股
11 · 4 清仓 · ≈
⚖️ 净额
+44.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.34亿
持有机构数
36
新买入
8
加仓
19
减仓
7
清仓
4
持股不变
2
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
Schiavi & Co LLC
23.97%22.59%#1$9,088.2万135.3万股$7,609.7万130.3万股+5.0万股+3.84%加仓
Austin Wealth Management, LLC
6.12%6%#3$2,895.3万44.7万股$2,644.1万44.9万股-1,733股-0.39%减仓
FINANCIAL CONSULATE, INC
2.06%1.92%#7$1,854.0万27.6万股$1,538.9万26.3万股+1.3万股+4.75%加仓
Baker Ellis Asset Management LLC
1.69%1.59%#8$1,626.3万24.2万股$1,335.5万22.9万股+1.3万股+5.88%加仓
MARSHALL INVESTMENT MANAGEMENT, LLC
5.14%5.45%#4$1,238.0万18.4万股$1,136.2万19.5万股-1.0万股-5.26%减仓
ENTREWEALTH, LLC
3.73%3.77%#5$1,007.3万15.2万股$841.6万14.4万股+7,961股+5.52%加仓
Williams & Novak, LLC
6.62%6.41%#2$1,001.6万14.9万股$857.1万14.6万股+2,775股+1.90%加仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
2.36%#6$934.5万13.9万股$00股+13.9万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#20$682.2万10.2万股$18.2万3,117股+9.8万股+3,158.29%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#25$676.4万10.1万股$278.5万4.9万股+5.2万股+107.39%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#23$454.7万6.8万股$224.5万3.8万股+2.9万股+76.12%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#17$314.5万4.7万股$211.6万3.6万股+1.1万股+29.22%加仓
SFG Wealth Management, LLC.
0.62%#10$171.0万2.5万股$00股+2.5万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#26$157.7万2.3万股$127.4万2.2万股+1,657股+7.59%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#16$151.3万2.3万股$150.6万2.6万股-3,259股-12.64%减仓
First Growth Capital LLC
0.93%1.01%#9$124.9万1.9万股$112.5万1.9万股-615股-3.20%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#33$119.5万1.8万股$279.5万4.8万股-3.0万股-62.81%减仓
Walkner Condon Financial Advisors LLC
0.14%0.11%#14$119.1万1.8万股$83.6万1.4万股+3,422股+23.92%加仓
Mid-American Wealth Advisory Group, Inc.
0.38%0.32%#11$104.8万1.6万股$75.3万1.3万股+2,315股+17.41%加仓
Operose Advisors LLC
0.2%#13$101.5万1.5万股$00股+1.5万股新买入
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#27$76.4万1.1万股$55.8万9,560股+1,814股+18.97%加仓
Caerus Investment Advisors, LLC
0.25%0.23%#12$76.4万1.1万股$55.8万9,560股+1,814股+18.97%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#19$65.3万9,726股$00股+9,726股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$65.1万9,696股$57.3万9,817股-121股-1.23%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#21$64.6万9,610股$46.1万7,897股+1,713股+21.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$56.1万8,352股$48.8万8,352股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#18$54.1万8,045股$46.4万7,946股+99股+1.25%加仓
Creative Planning财富管理Creative Planning
<0.01%#32$25.0万3,723股$00股+3,723股新买入
EQ WEALTH ADVISORS, LLC
0.12%#15$21.4万3,189股$00股+3,189股新买入
富达投资FMR LLC
<0.01%<0.01%#36$18.4万2,735股$16.0万2,735股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$17.6万2,621股$8.5万1,462股+1,159股+79.27%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#28$4.6万691股$5,54895股+596股+627.37%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#24$3.7万554股$00股+554股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#22$3.5万528股$3.2万553股-25股-4.52%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#34$3.4万502股$00股+502股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#35$2.7万408股$99317股+391股+2,300.00%加仓

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