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

TCW ETF TRUST TRANSFORM SYSTEM

PWRD
持有机构数
144
机构合计市值 (Q2 2026)
$22.50亿
机构合计股数 (Q2 2026)
1,840.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+125.0万股
93 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-271.0万股
37 · 8 清仓 · ≈
⚖️ 净额
-146.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.50亿
持有机构数
144
新买入
28
加仓
65
减仓
29
清仓
8
持股不变
22
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
Dynasty财富管理Dynasty Wealth Management, LLC
5.05%5.6%#2$6.79亿552.3万股$6.42亿657.0万股-104.7万股-15.94%减仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#71$3.65亿305.8万股$3.21亿342.0万股-36.1万股-10.57%减仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
2.65%3.27%#7$2.23亿181.5万股$2.28亿233.3万股-51.8万股-22.22%减仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
3.29%3.76%#5$2.14亿173.9万股$2.06亿210.7万股-36.8万股-17.47%减仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
2.74%2.4%#6$1.16亿94.4万股$9,121.9万93.3万股+1.1万股+1.18%加仓
LPL金融LPL Financial LLC
0.02%0.01%#79$7,211.0万58.6万股$4,528.4万46.3万股+12.3万股+26.61%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#78$6,039.3万49.1万股$4,061.9万41.5万股+7.6万股+18.22%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%<0.01%#96$4,701.6万38.2万股$2,186.9万22.4万股+15.9万股+70.94%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.99%1%#18$4,174.1万33.9万股$3,557.7万36.4万股-2.4万股-6.71%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#117$3,081.7万25.1万股$885.4万9.1万股+16.0万股+176.76%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#82$2,787.7万22.7万股$1,593.9万16.3万股+6.4万股+39.06%加仓
ASPIRIANT, LLC
0.49%0.45%#27$1,995.4万16.2万股$1,564.3万16.0万股+2,274股+1.42%加仓
Principle Wealth Partners LLC
0.93%0.46%#20$1,875.8万15.3万股$809.8万8.3万股+7.0万股+84.18%加仓
Procyon Advisors, LLC
0.24%0.14%#39$1,766.2万14.4万股$1,320.9万13.5万股+8,531股+6.31%加仓
MarinerMariner, LLC
0.02%0.02%#74$1,720.2万14.0万股$1,351.2万13.8万股+1,687股+1.22%加仓
UNIQUE WEALTH, LLC
1.95%2.33%#13$1,672.4万13.6万股$1,687.5万17.3万股-3.7万股-21.20%减仓
Centerline Wealth Advisors, LLC
4.4%5.28%#3$1,403.5万11.4万股$1,468.1万15.0万股-3.6万股-23.99%减仓
PARTNERS CAPITAL INVESTMENT 集团PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.46%0.39%#30$1,295.9万10.5万股$1,029.9万10.5万股+53股+0.05%加仓
Quadcap Wealth Management, LLC
1.17%1.06%#17$1,206.8万9.8万股$932.2万9.5万股+2,790股+2.93%加仓
3EDGE Asset Management, LP
0.48%0.13%#28$1,083.0万8.8万股$275.9万2.8万股+6.0万股+212.06%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.3%0.27%#36$1,071.2万8.7万股$803.2万8.2万股+4,967股+6.05%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.01%#80$1,019.2万8.3万股$815.8万8.3万股-558股-0.67%减仓
ALBION FINANCIAL GROUP /UT
0.51%0.45%#25$888.0万7.2万股$700.5万7.2万股+569股+0.79%加仓
WJ Wealth Management, LLC
3.43%3.32%#4$868.2万7.1万股$708.4万7.2万股-1,853股-2.56%减仓
Fusion Capital, LLC
1.95%0.07%#12$839.1万6.8万股$25.8万2,638股+6.6万股+2,486.92%加仓
Storen Legacy Partners, LLC
2.29%2.72%#9$838.9万6.8万股$868.3万8.9万股-2.1万股-23.19%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#98$823.0万6.7万股$465.6万4.8万股+1.9万股+40.54%加仓
TCW集团TCW GROUP INC
0.05%0.03%#60$793.4万6.5万股$383.5万3.9万股+2.5万股+64.50%加仓
AVALON CAPITAL MANAGEMENT
1.74%1.52%#14$737.6万6.0万股$538.8万5.5万股+4,878股+8.85%加仓
ADAPT WEALTH ADVISORS, LLC
2.31%2.03%#8$706.2万5.7万股$559.5万5.7万股+207股+0.36%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%#64$698.3万5.7万股$00股+5.7万股新买入
Valence8 US LP
2.24%2.91%#10$672.5万5.5万股$833.0万8.5万股-3.1万股-35.80%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#94$669.6万5.4万股$529.4万5.4万股+306股+0.57%加仓
DWM Financial Group, Inc.
5.64%#1$621.4万6.5万股$00股+6.5万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.08%<0.01%#57$523.1万4.3万股$22.5万2,301股+4.0万股+1,748.98%加仓
Cyndeo Wealth Partners, LLC
0.22%0.26%#42$463.1万3.8万股$498.4万5.1万股-1.3万股-26.11%减仓
Cassady Wealth & Retirement Planning, LLC
2.07%1.76%#11$446.1万3.6万股$364.8万3.2万股+3,945股+12.20%加仓
Bridgewealth Advisory Group, LLC
0.84%0.63%#21$443.1万3.6万股$303.8万3.1万股+4,962股+15.97%加仓
KPP Advisory Services LLC
0.51%0.44%#26$402.8万3.3万股$301.3万3.1万股+1,936股+6.28%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#132$398.1万3.2万股$10.0万1,021股+3.1万股+3,071.01%加仓
BIP Wealth, LLC
0.11%#55$380.4万3.1万股$00股+3.1万股新买入
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#76$374.9万3.0万股$268.6万2.7万股+3,019股+10.99%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.01%#75$343.0万2.8万股$224.3万2.3万股+4,958股+21.61%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.09%0.17%#56$282.2万2.3万股$223.1万2.3万股+99股+0.43%加仓
Financial Insights, Inc.
0.74%0.72%#22$273.1万2.2万股$223.4万2.3万股-639股-2.80%减仓
BELLEVUE ASSET MANAGEMENT, LLC
1.22%1.06%#16$265.2万2.2万股$211.9万2.2万股-107股-0.49%减仓
&Partners&PARTNERS
0.01%<0.01%#89$258.7万2.1万股$71.8万6,918股+1.4万股+204.18%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#113$257.1万2.1万股$205.8万2.1万股-139股-0.66%减仓
TSFG, LLC
0.32%0.31%#34$255.0万2.1万股$205.3万2.1万股-260股-1.24%减仓
TritonPoint Partners, LLC
0.21%0.93%#43$252.0万2.0万股$252.4万2.6万股-5,325股-20.62%减仓

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