13FBOX
第一信托交易所交易基金VI · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托交易所交易基金VI

FIRST TR EXCHNG TRADED FD VIBUFZ
持有机构数
140
机构合计市值 (Q2 2026)
$7.96亿
机构合计股数 (Q2 2026)
2,980.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+510.0万股
86 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-192.5万股
44 · 13 清仓 · ≈
⚖️ 净额
+317.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.96亿
持有机构数
140
新买入
32
加仓
54
减仓
31
清仓
13
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
LPL金融LPL Financial LLC
0.03%0.03%#71$1.29亿463.0万股$1.15亿437.0万股+26.0万股+5.96%加仓
Forge Financial Services LLC
10.24%11.03%#1$1.19亿425.7万股$1.09亿414.7万股+11.0万股+2.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#70$1.08亿387.8万股$7,741.8万294.7万股+93.1万股+31.60%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.07%#56$4,338.5万155.3万股$4,926.9万187.6万股-32.2万股-17.18%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#105$3,804.0万136.2万股$3,582.6万136.4万股-1,789股-0.13%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#74$3,104.2万111.1万股$2,650.4万100.9万股+10.2万股+10.16%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.1%0.11%#44$3,034.3万108.6万股$2,856.6万108.7万股-1,006股-0.09%减仓
Jacobi Capital Management LLC
1.29%1.29%#6$2,636.2万94.4万股$2,316.1万88.2万股+6.2万股+7.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#69$2,529.2万90.6万股$2,332.6万88.8万股+1.8万股+1.98%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#72$2,393.3万85.7万股$1,991.1万75.8万股+9.9万股+13.06%加仓
Rise Advisors, LLC
5.55%6.49%#2$1,972.1万70.6万股$1,840.8万69.9万股+6,951股+0.99%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.2%0.18%#32$1,845.6万66.1万股$1,436.9万54.7万股+11.4万股+20.81%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.28%0.28%#24$1,355.7万48.5万股$1,225.3万46.6万股+1.9万股+4.07%加仓
CreativeOne Wealth, LLC
0.26%0.25%#25$1,205.1万43.1万股$1,074.3万40.9万股+2.3万股+5.50%加仓
ARQ WEALTH ADVISORS, LLC
1.48%#5$1,192.3万42.5万股$00股+42.5万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.08%0.08%#50$594.0万21.3万股$529.2万20.1万股+1.1万股+5.57%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#103$582.6万20.8万股$281.9万10.7万股+10.1万股+94.52%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.02%#76$551.0万19.7万股$223.5万8.5万股+11.2万股+131.90%加仓
BOS Asset Management, LLC
1.23%#7$528.6万18.9万股$00股+18.9万股新买入
Richmond Investment Services, LLC
1.51%1.29%#4$476.0万17.0万股$801.1万30.5万股-13.5万股-44.12%减仓
Kingsview Wealth Management, LLC
0.08%0.06%#48$473.8万18.0万股$473.8万18.0万股00.00%持仓不变
AdvisorNet Financial, Inc
0.21%0.15%#31$461.2万16.5万股$294.3万11.2万股+5.3万股+47.39%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#104$449.3万16.1万股$303.1万11.5万股+4.5万股+39.41%加仓
Goldenstone Wealth Management LLC
2.77%2.97%#3$423.8万15.2万股$408.8万15.6万股-3,804股-2.45%减仓
顶峰金融Summit Financial, LLC
0.04%#65$367.7万13.2万股$00股+13.2万股新买入
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.04%0.04%#63$354.6万12.7万股$229.7万8.4万股+4.3万股+50.88%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#92$329.8万11.8万股$290.4万11.1万股+7,538股+6.82%加仓
繁荣金融服务Prospera Financial Services Inc
0.04%0.03%#64$280.7万10.1万股$193.8万7.4万股+2.7万股+36.23%加仓
全球退休合伙人Global Retirement Partners, LLC
0.04%#62$276.1万9.9万股$00股+9.9万股新买入
StoneX Group Inc.
0.1%0.11%#40$258.6万9.3万股$205.2万7.8万股+1.4万股+18.52%加仓
Brookstone资本管理Brookstone Capital Management
0.03%0.02%#78$256.0万9.2万股$211.8万8.1万股+1.1万股+13.69%加仓
Comprehensive Financial Consultants Institutional, Inc.
0.67%0.63%#10$255.2万9.1万股$212.0万8.1万股+1.1万股+13.21%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.1%0.11%#42$253.0万9.1万股$251.0万9.6万股-4,951股-5.18%减仓
WOLFF WIESE MAGANA LLC
1.08%1.22%#8$234.5万8.4万股$220.5万8.4万股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
0.22%#28$219.5万7.9万股$00股+7.9万股新买入
Atlas Private Wealth Advisors
0.46%0.47%#15$208.4万7.5万股$199.1万7.6万股-1,195股-1.58%减仓
Mayfair Advisory Group, LLC
0.62%0.7%#11$205.6万7.4万股$200.5万7.6万股-2,695股-3.53%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#129$200.4万7.2万股$192.3万7.3万股-1,441股-1.97%减仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.06%0.03%#53$194.9万7.0万股$189.4万7.2万股-2,315股-3.21%减仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.01%0.01%#97$183.5万6.6万股$174.8万6.7万股-839股-1.26%减仓
Prosperity Financial Group, Inc.
0.55%0.69%#14$176.4万6.3万股$187.2万7.1万股-8,085股-11.35%减仓
Western 财富管理Western Wealth Management, LLC
0.05%0.03%#55$162.8万5.8万股$84.9万3.2万股+2.6万股+80.21%加仓
Paragon Private Wealth Management, LLC
0.39%0.38%#17$148.7万5.3万股$120.9万4.6万股+7,228股+15.71%加仓
Pinnacle Wealth Management Group, Inc.
0.69%#9$147.5万5.3万股$00股+5.3万股新买入
Ergawealth Advisors, Inc.
0.57%0.69%#13$146.2万5.2万股$157.1万6.0万股-7,471股-12.49%减仓
Harvest Investment Services, LLC
0.22%0.24%#29$142.7万5.1万股$129.6万4.9万股+1,758股+3.56%加仓
Atria投资Atria Investments, Inc
0.01%0.02%#96$136.5万4.9万股$146.7万5.6万股-6,957股-12.46%减仓
Legacy Capital Wealth Partners, LLC
0.25%0.25%#26$134.9万4.8万股$123.0万4.7万股+1,476股+3.15%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#109$134.2万4.8万股$107.7万4.1万股+7,064股+17.23%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#118$131.8万4.7万股$105.9万4.0万股+6,868股+17.04%加仓

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