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ISHARES TR · 13F 机构持仓分析
期权收益计算器 机构排行
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ISHARES TR

DMAX
持有机构数
46
机构合计市值 (Q2 2026)
$9,704.5万
机构合计股数 (Q2 2026)
355.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+23.2万股
16 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.6万股
16 · 5 清仓 · ≈
⚖️ 净额
-7.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,704.5万
持有机构数
46
新买入
8
加仓
8
减仓
11
清仓
5
持股不变
19
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
BIP Wealth, LLC
0.57%0.82%#8$2,014.9万73.7万股$2,021.8万76.1万股-2.4万股-3.15%减仓
J. L. Bainbridge & Co., Inc.
1.25%1.61%#3$1,589.7万58.1万股$1,812.4万68.2万股-10.1万股-14.75%减仓
Crown Wealth Group, LLC
3.57%3.89%#1$1,403.8万51.3万股$1,324.7万49.9万股+1.5万股+2.99%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#40$1,093.6万40.0万股$1,062.8万40.0万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$458.8万16.8万股$332.1万12.5万股+4.3万股+34.26%加仓
FC Advisory LLC
1.11%1.19%#4$419.9万15.4万股$406.5万15.3万股+601股+0.39%加仓
Ashton Thomas Private Wealth, LLC
0.07%0.05%#13$312.2万11.4万股$206.7万7.8万股+3.6万股+46.82%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$246.0万9.0万股$238.4万9.0万股+257股+0.29%加仓
Grantvest Financial Group LLC
0.99%1.1%#5$170.9万6.3万股$170.4万6.4万股-1,605股-2.50%减仓
Crewe Advisors LLC
0.11%0.17%#11$156.5万5.7万股$201.1万7.6万股-1.8万股-24.37%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#30$150.4万5.5万股$146.2万5.5万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#27$149.9万5.5万股$00股+5.5万股新买入
Blue Sky Capital Consultants Group, Inc.
0.6%0.64%#7$140.8万5.2万股$134.0万5.0万股+1,059股+2.10%加仓
Kestra投资管理Kestra Investment Management, LLC
0.03%#16$133.5万4.9万股$00股+4.9万股新买入
ATX Financial Planning, LLC
0.88%0.88%#6$115.6万4.4万股$115.6万4.4万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$99.5万3.6万股$60.5万2.3万股+1.4万股+59.84%加仓
Amplius Wealth Advisors, LLC
0.06%0.07%#14$81.1万3.0万股$78.8万3.0万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#38$75.0万2.7万股$72.9万2.7万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#41$74.5万2.7万股$78.6万3.0万股-2,306股-7.80%减仓
Encompass More Asset Management
0.11%0.14%#12$73.3万2.7万股$85.6万3.2万股-5,409股-16.80%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#43$72.9万2.7万股$92.7万3.5万股-8,219股-23.56%减仓
Smith & Howard Wealth Management, LLC
0.13%0.13%#10$64.0万2.3万股$62.2万2.3万股00.00%持仓不变
CROSSPOINT FINANCIAL, LLC
1.36%1.45%#2$59.3万2.2万股$57.6万2.2万股00.00%持仓不变
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#23$55.3万2.0万股$53.2万2.0万股+231股+1.15%加仓
Ausdal Financial Partners, Inc.
0.02%0.02%#18$53.7万2.0万股$52.2万2.0万股00.00%持仓不变
Strategic Blueprint, LLC
0.02%0.03%#17$46.9万1.7万股$47.6万1.8万股-743股-4.15%减仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.01%0.01%#22$45.1万1.6万股$44.8万1.7万股-367股-2.18%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#32$44.8万1.6万股$43.6万1.6万股00.00%持仓不变
Shared Vision Wealth Group LLC
0.13%0.15%#9$39.0万1.4万股$37.9万1.4万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$37.0万1.4万股$36.0万1.4万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#25$32.9万1.2万股$90.3万3.4万股-2.2万股-64.62%减仓
MIDDLETON & CO INC/MA
0.03%0.05%#15$32.3万1.2万股$40.8万1.5万股-3,550股-23.13%减仓
ARS Investment Partners, LLC
0.01%0.01%#20$27.3万9,990股$26.5万9,990股00.00%持仓不变
Kovack Advisors, Inc.
0.01%0.01%#19$25.6万9,353股$24.8万9,353股00.00%持仓不变
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#29$23.5万8,613股$22.9万8,613股00.00%持仓不变
Sigma Planning Corp
0.01%#24$21.4万7,839股$00股+7,839股新买入
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.01%0.01%#21$21.4万7,827股$20.8万7,827股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#46$18.9万6,934股$00股+6,934股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#36$6.4万2,345股$6.2万2,345股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
<0.01%#26$4.8万1,759股$00股+1,759股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#34$4.6万1,683股$4.5万1,683股00.00%持仓不变
Blue TrustBlue Trust, Inc.
<0.01%#39$4.0万1,450股$00股+1,450股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#42$1.6万600股$00股+600股新买入
Bernard Wealth Management Corp.
<0.01%<0.01%#28$9,858371股$9,858371股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%#45$5,769211股$00股+211股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#44$2,18780股$2,12680股00.00%持仓不变

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