13FBOX
PIMCO ETF TR Short Term Mun BD Active ETF · 13F 机构持仓分析
期权收益计算器 机构排行
P

PIMCO ETF TR Short Term Mun BD Active ETF

SMMU
持有机构数
202
机构合计市值 (Q2 2026)
$9.25亿
机构合计股数 (Q2 2026)
1,832.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+185.0万股
125 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-158.4万股
73 · 19 清仓 · ≈
⚖️ 净额
+26.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.25亿
持有机构数
202
新买入
27
加仓
98
减仓
54
清仓
19
持股不变
23
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#139$1.80亿357.3万股$1.85亿366.2万股-8.9万股-2.43%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.11%0.1%#73$6,919.0万137.0万股$5,844.3万115.8万股+21.2万股+18.27%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#157$6,475.9万128.2万股$5,835.2万115.7万股+12.6万股+10.87%加仓
Stonebridge Financial Group, LLC
4.03%4.38%#3$5,306.5万105.1万股$5,328.9万105.6万股-5,478股-0.52%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#107$3,091.2万61.2万股$3,227.5万64.0万股-2.8万股-4.32%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#172$3,064.5万60.6万股$3,207.3万63.6万股-3.0万股-4.68%减仓
LPL金融LPL Financial LLC
0.01%0.01%#147$3,026.2万59.9万股$2,769.2万54.9万股+5.0万股+9.17%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#91$2,496.4万49.6万股$2,506.7万49.7万股-1,552股-0.31%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#148$2,158.7万42.7万股$1,604.5万31.8万股+10.9万股+34.40%加仓
Biltmore Wealth Management, LLC
6.69%7.51%#2$2,144.1万42.5万股$2,111.5万41.9万股+6,051股+1.45%加仓
John A. Wolfe & Associates, Inc.
28.06%28.07%#1$2,037.4万40.3万股$1,827.7万36.2万股+4.1万股+11.36%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.03%#114$2,031.8万40.2万股$1,967.5万39.0万股+1.2万股+3.17%加仓
TD Capital Management LLC
1.66%1.83%#7$2,029.5万40.2万股$2,032.4万40.3万股-972股-0.24%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#159$1,920.7万38.0万股$1,399.7万27.7万股+10.3万股+37.09%加仓
CONDOR CAPITAL MANAGEMENT
1.02%1.13%#12$1,357.8万26.9万股$1,354.2万26.8万股+444股+0.17%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#138$1,176.7万23.3万股$892.3万17.7万股+5.6万股+31.74%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.16%0.25%#61$1,049.1万20.8万股$1,344.7万26.7万股-5.9万股-22.06%减仓
Kelman-Lazarov, Inc.
1.14%1.17%#11$870.2万17.2万股$812.8万16.1万股+1.1万股+6.97%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.14%#64$868.8万17.2万股$00股+17.2万股新买入
WEBSTERROGERS FINANCIAL ADVISORS, LLC
2.09%2.32%#5$815.9万16.2万股$812.0万16.1万股+626股+0.39%加仓
Vise科技Vise Technologies, Inc.
0.09%0.15%#76$794.8万15.7万股$744.5万14.8万股+9,757股+6.61%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.29%0.33%#37$792.9万15.7万股$853.4万16.9万股-1.2万股-6.98%减仓
Odyssey Group, LLC
2.04%#6$754.2万14.9万股$00股+14.9万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.05%#95$719.9万14.3万股$670.0万13.3万股+9,745股+7.34%加仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
0.17%0.18%#59$704.5万14.0万股$674.8万13.4万股+5,754股+4.30%加仓
Allworth金融Allworth Financial LP
0.03%0.03%#106$669.7万13.3万股$669.7万13.3万股-123股-0.09%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#176$644.6万12.8万股$570.9万11.3万股+1.4万股+12.80%加仓
Crumly & Associates Inc.
1.2%1.11%#10$627.6万12.4万股$530.2万10.5万股+1.9万股+18.26%加仓
Optimus Capital Advisors, LLC
2.96%3.08%#4$551.8万10.9万股$521.5万10.3万股+5,886股+5.69%加仓
MAI资本管理MAI Capital Management
0.02%0.03%#118$528.8万10.5万股$498.5万9.9万股+5,892股+5.96%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#124$516.9万10.2万股$463.0万9.2万股+1.1万股+11.53%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.17%0.28%#58$490.8万9.7万股$662.5万13.1万股-3.4万股-26.02%减仓
MBM WEALTH CONSULTANTS, LLC
0.9%0.92%#14$465.0万9.2万股$401.8万8.0万股+1.2万股+15.63%加仓
Gateway Wealth Partners, LLC
0.24%0.34%#44$406.3万8.0万股$876.9万17.4万股-9.3万股-53.71%减仓
ABLE Financial Group, LLC
0.65%0.6%#18$389.9万7.7万股$308.7万6.1万股+1.6万股+26.19%加仓
顶峰金融Summit Financial, LLC
0.04%0.03%#90$383.0万7.6万股$269.5万5.3万股+2.2万股+41.97%加仓
CarsonAllaria Wealth Management, Ltd.
1.66%2.36%#8$382.7万7.6万股$478.5万9.5万股-1.9万股-20.10%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#153$369.0万7.3万股$292.9万5.8万股+1.5万股+25.84%加仓
YHB Investment Advisors, Inc.
0.22%0.21%#48$341.4万6.8万股$291.0万5.8万股+9,925股+17.20%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#180$338.0万6.7万股$250.5万5.0万股+1.7万股+34.57%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%<0.01%#125$333.3万6.6万股$28.4万5,635股+6.0万股+1,071.29%加仓
Milestone Investment Advisors LLC
0.72%0.8%#15$333.3万6.6万股$332.1万6.6万股+166股+0.25%加仓
Certified Advisory Corp
0.26%0.25%#40$328.3万6.5万股$278.0万5.5万股+9,906股+17.98%加仓
Waverly顾问Waverly Advisors, LLC
0.02%0.02%#120$311.0万6.2万股$234.3万4.6万股+1.5万股+32.62%加仓
SITTNER & NELSON, LLC
0.96%1.54%#13$303.6万6.0万股$421.2万8.3万股-2.3万股-27.99%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#188$290.1万5.7万股$292.4万5.8万股-514股-0.89%减仓
CFS Investment Advisory Services, LLC
0.19%0.2%#52$286.2万5.7万股$287.9万5.7万股-191股-0.34%减仓
Davenport公司DAVENPORT & Co LLC
0.01%0.01%#126$284.9万5.6万股$225.3万4.5万股+1.2万股+26.34%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.03%0.03%#112$264.9万5.2万股$241.8万4.8万股+4,540股+9.47%加仓
Stokes Capital Advisors, LLC
0.54%0.45%#22$252.5万5.0万股$201.8万4.0万股+1.0万股+25.00%加仓

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