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ISHARES TR · 13F 机构持仓分析
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ISHARES TR

SMAX
持有机构数
37
机构合计市值 (Q2 2026)
$5,183.2万
机构合计股数 (Q2 2026)
186.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+9.2万股
10 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-54.4万股
15 · 4 清仓 · ≈
⚖️ 净额
-45.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,183.2万
持有机构数
37
新买入
7
加仓
3
减仓
11
清仓
4
持股不变
16
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
J. L. Bainbridge & Co., Inc.
2.08%3.34%#1$2,639.2万94.7万股$3,750.4万139.8万股-45.1万股-32.26%减仓
Client First Capital LLC
1.6%1.69%#2$401.0万14.4万股$389.8万14.5万股-1,423股-0.98%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$259.9万9.3万股$247.5万9.2万股+993股+1.08%加仓
FC Advisory LLC
0.59%0.63%#4$224.4万8.1万股$216.7万8.1万股-242股-0.30%减仓
Grantvest Financial Group LLC
1.18%1.29%#3$204.0万7.3万股$199.5万7.4万股-1,182股-1.59%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$194.7万7.0万股$77.4万2.9万股+4.1万股+142.21%加仓
Amplius Wealth Advisors, LLC
0.1%0.11%#10$134.0万4.8万股$129.0万4.8万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$123.2万4.4万股$118.4万4.4万股+57股+0.13%加仓
Crewe Advisors LLC
0.08%0.09%#11$106.2万3.8万股$102.2万3.8万股00.00%持仓不变
JIM SAULNIER & ASSOCIATES, LLC
0.41%0.47%#5$100.7万3.6万股$96.9万3.6万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$74.6万2.7万股$74.5万2.8万股-1,000股-3.60%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#22$59.9万2.1万股$57.6万2.1万股00.00%持仓不变
Tradition Wealth Management, LLC
0.04%0.04%#12$58.8万2.1万股$56.6万2.1万股00.00%持仓不变
ARS Investment Partners, LLC
0.02%0.03%#14$55.5万2.0万股$53.4万2.0万股00.00%持仓不变
Lifestyle Asset Management, Inc.
0.13%0.15%#8$46.6万1.7万股$45.2万1.7万股-129股-0.77%减仓
Crown Wealth Group, LLC
0.12%0.13%#9$46.5万1.7万股$44.9万1.7万股-50股-0.30%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#32$44.4万1.6万股$00股+1.6万股新买入
Clear Creek Financial Management, LLC
0.03%0.03%#13$42.8万1.5万股$41.2万1.5万股00.00%持仓不变
Kestra投资管理Kestra Investment Management, LLC
0.01%#17$41.2万1.5万股$00股+1.5万股新买入
Kovack Advisors, Inc.
0.02%0.02%#15$41.2万1.5万股$39.7万1.5万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#30$39.0万1.4万股$37.5万1.4万股00.00%持仓不变
Blue Sky Capital Consultants Group, Inc.
0.14%0.3%#6$32.5万1.2万股$62.5万2.3万股-1.2万股-49.94%减仓
Ausdal Financial Partners, Inc.
0.01%0.01%#16$32.3万1.2万股$31.1万1.2万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
<0.01%0.01%#19$29.5万1.1万股$81.1万3.0万股-2.0万股-64.98%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%#34$25.1万9,007股$00股+9,007股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#20$25.1万9,000股$00股+9,000股新买入
Investment Partners Asset Management, Inc.
0.13%0.14%#7$23.7万8,522股$22.9万8,522股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#23$20.9万7,488股$20.1万7,488股00.00%持仓不变
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#21$20.4万7,294股$20.0万7,294股00.00%持仓不变
Spire 财富管理Spire Wealth Management
0.01%0.01%#18$20.1万7,196股$19.3万7,198股-2股-0.03%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#27$10.9万3,915股$10.9万4,069股-154股-3.78%减仓
Blue TrustBlue Trust, Inc.
<0.01%#28$4.0万1,428股$00股+1,428股新买入
Elevated Capital Advisors, LLC
<0.01%<0.01%#24$4,849174股$4,667174股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#36$1,63259股$00股+59股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#33$1,42151股$1,36851股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#37$94734股$00股+34股新买入
Kingdom Financial Group LLC.
<0.01%<0.01%#35$241股$231股00.00%持仓不变

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