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

TCW ETF TRUST

XB
持有机构数
181
机构合计市值 (Q2 2026)
$26.53亿
机构合计股数 (Q2 2026)
6,766.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,442.0万股
137 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-108.9万股
45 · 14 清仓 · ≈
⚖️ 净额
+1,333.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$26.53亿
持有机构数
181
新买入
30
加仓
107
减仓
31
清仓
14
持股不变
13
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/
0.02%0.02%#108$2.96亿754.4万股$2.44亿620.8万股+133.6万股+21.53%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.34%0.37%#51$2.25亿573.3万股$2.14亿545.0万股+28.3万股+5.19%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#130$1.66亿423.6万股$1,704.0万42.8万股+380.8万股+889.45%加仓
瑞银集团UBS Group AG
0.02%0.02%#103$1.64亿418.5万股$1.41亿358.6万股+59.9万股+16.69%加仓
LPL金融LPL Financial LLC
0.03%0.03%#98$1.18亿299.8万股$1.05亿267.8万股+32.0万股+11.97%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.01%#110$1.01亿256.8万股$5,061.7万128.9万股+127.9万股+99.24%加仓
First Pacific Financial
11.01%11.56%#2$9,242.1万235.7万股$8,977.0万228.6万股+7.1万股+3.11%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#106$8,462.5万215.8万股$6,011.8万153.1万股+62.7万股+40.98%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#107$7,224.6万184.3万股$6,904.2万175.8万股+8.4万股+4.80%加仓
Morton Capital Management LLC/CA
9.82%10.63%#3$7,184.2万183.2万股$7,147.4万182.0万股+1.2万股+0.67%加仓
CARY STREET PARTNERS FINANCIAL LLC
1.31%1.5%#30$6,004.2万153.1万股$6,035.5万153.7万股-5,632股-0.37%减仓
Janney Montgomery Scott LLC
0.11%0.13%#78$5,854.5万149.3万股$5,409.6万137.8万股+11.6万股+8.39%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.04%#89$5,756.0万146.8万股$4,636.1万118.1万股+28.7万股+24.35%加仓
M&T银行M&T BANK CORP
0.16%0.12%#67$5,595.4万142.7万股$3,365.3万85.7万股+57.0万股+66.52%加仓
Francis Financial, Inc.
8.17%8.19%#6$4,985.0万127.1万股$4,415.3万112.4万股+14.7万股+13.07%加仓
TCW集团TCW GROUP INC
0.31%0.35%#55$4,658.9万118.8万股$4,666.0万118.8万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
0.01%<0.01%#143$3,971.2万101.3万股$2,663.7万67.8万股+33.4万股+49.31%加仓
Keudell/Morrison Wealth Management
7.49%8.84%#7$3,966.0万101.1万股$4,321.1万110.0万股-8.9万股-8.08%减仓
PEAK FINANCIAL ADVISORS LLC
14.45%11.04%#1$3,488.9万89.0万股$2,493.7万63.5万股+25.5万股+40.12%加仓
Family Manage LLC
3.51%3.72%#17$3,423.2万87.3万股$3,101.5万79.0万股+8.3万股+10.54%加仓
Leelyn Smith, LLC
3.92%4.36%#16$3,223.0万82.2万股$3,106.9万79.1万股+3.1万股+3.89%加仓
Morling Financial Advisors, LLC
8.93%9.58%#4$3,213.8万82.0万股$3,116.7万79.4万股+2.6万股+3.27%加仓
TECTONIC ADVISORS LLC
1.42%1.43%#28$2,948.1万75.2万股$2,698.6万68.7万股+6.5万股+9.41%加仓
&Partners&PARTNERS
0.12%0.04%#75$2,915.6万74.4万股$796.5万20.3万股+54.1万股+266.65%加仓
HIGHLINE WEALTH PARTNERS LLC
5.37%0.22%#10$2,646.2万67.5万股$84.9万2.2万股+65.3万股+3,020.30%加仓
Tidemark, LLC
5.06%4.64%#12$2,248.8万57.4万股$1,826.2万46.5万股+10.9万股+23.33%加仓
Wealthspire Retirement, LLC
1.19%1.26%#31$2,163.4万55.4万股$2,105.8万53.6万股+1.7万股+3.26%加仓
IHT 财富管理IHT Wealth Management, LLC
0.45%0.37%#47$2,128.2万54.3万股$1,603.7万40.8万股+13.4万股+32.91%加仓
Weaver Capital Management LLC
4.37%4.33%#15$1,993.7万50.8万股$1,993.7万50.8万股00.00%持仓不变
麦迪逊资产管理Madison Asset Management, LLC
0.23%0.21%#62$1,927.1万49.1万股$1,676.1万42.7万股+6.5万股+15.15%加仓
True North Advisors, LLC
1.82%2.28%#23$1,900.5万48.5万股$1,998.5万50.9万股-2.4万股-4.76%减仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.08%0.14%#82$1,813.0万46.2万股$1,928.0万49.1万股-2.9万股-5.82%减仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#112$1,575.0万40.2万股$1,470.1万37.4万股+2.7万股+7.30%加仓
Spectrum Wealth Advisory Group, LLC
4.42%6.21%#14$1,551.5万39.6万股$1,669.3万42.5万股-2.9万股-6.92%减仓
Ducere Wealth Management LLC
4.63%3.02%#13$1,540.7万39.3万股$782.1万19.8万股+19.5万股+98.95%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.08%0.04%#83$1,526.0万38.9万股$696.0万17.7万股+21.2万股+119.58%加仓
WJ Wealth Management, LLC
5.97%7.87%#9$1,512.4万38.6万股$1,680.7万42.8万股-4.2万股-9.87%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#135$1,457.2万37.2万股$1,526.5万38.9万股-1.7万股-4.39%减仓
FAGAN ASSOCIATES, INC.
1.76%1.97%#24$1,430.7万36.5万股$1,418.4万36.1万股+3,696股+1.02%加仓
BlueStem Wealth Partners, LLC
1.31%1.29%#29$1,320.0万33.7万股$1,161.2万29.6万股+4.1万股+13.85%加仓
Pasadena Private Wealth, LLC
1.64%1.72%#27$1,293.9万33.0万股$1,241.3万31.6万股+1.4万股+4.39%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#113$1,289.5万32.9万股$1,196.6万30.5万股+2.4万股+7.92%加仓
Peak Financial Management, Inc.
2.73%2.79%#18$1,188.5万30.3万股$1,098.2万28.0万股+2.3万股+8.39%加仓
Rothschild Wealth LLC
0.95%0.96%#35$1,186.8万30.3万股$1,058.9万27.0万股+3.3万股+12.25%加仓
White & Co Financial Planning Inc
7.31%7.34%#8$1,179.9万30.1万股$1,019.3万26.0万股+4.1万股+15.94%加仓
Beacon Financial Advisory LLC
2.27%2.52%#20$1,153.2万29.4万股$1,116.1万28.4万股+9,905股+3.49%加仓
Viaable, LLC
8.9%#5$1,073.3万27.3万股$00股+27.3万股新买入
Ausdal Financial Partners, Inc.
0.41%0.46%#49$1,056.4万26.9万股$1,033.5万26.3万股+6,224股+2.36%加仓
Municipal Employees' Retirement System of Michigan
0.12%0.12%#77$1,047.5万26.7万股$1,039.6万26.7万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.01%#111$1,034.1万26.4万股$757.2万19.3万股+7.1万股+36.78%加仓

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