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

VOTE
持有机构数
114
机构合计市值 (Q2 2026)
$7.61亿
机构合计股数 (Q2 2026)
863.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+46.7万股
48 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-37.9万股
41 · 12 清仓 · ≈
⚖️ 净额
+8.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.61亿
持有机构数
114
新买入
15
加仓
33
减仓
29
清仓
12
持股不变
37
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
Betterment智能投顾Betterment LLC
0.24%0.23%#20$1.43亿162.1万股$1.23亿161.5万股+5,117股+0.32%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.05%0.05%#35$1.06亿119.9万股$9,005.5万118.0万股+1.9万股+1.61%加仓
Angeles Investment Advisors, LLC
4.71%3.92%#1$7,841.9万88.9万股$5,834.3万76.5万股+12.5万股+16.32%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.11%0.11%#29$6,973.6万79.1万股$6,023.6万78.9万股+1,468股+0.19%加仓
Fund Evaluation 集团Fund Evaluation Group, LLC
1.22%1.01%#6$4,519.3万51.3万股$3,298.2万43.2万股+8.0万股+18.58%加仓
美国国家慈善信托National Philanthropic Trust
0.61%0.7%#10$4,202.4万47.7万股$2,651.0万47.7万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#66$3,450.9万39.1万股$2,882.3万37.8万股+1.4万股+3.61%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#72$2,468.3万28.2万股$2,592.4万34.9万股-6.7万股-19.19%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.14%0.11%#28$1,864.8万21.1万股$1,324.2万17.4万股+3.8万股+21.86%加仓
Ethic公司Ethic Inc.
0.21%0.41%#22$1,711.5万19.4万股$2,642.5万34.6万股-15.2万股-43.95%减仓
Dorsey & Whitney Trust CO LLC
0.8%0.78%#9$1,648.6万18.7万股$1,426.7万18.7万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#73$1,636.4万18.6万股$1,417.5万18.6万股-180股-0.10%减仓
ASPIRIANT, LLC
0.36%0.29%#15$1,477.9万16.8万股$1,007.4万13.2万股+3.6万股+26.95%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.07%0.06%#33$1,413.0万16.0万股$1,227.0万16.1万股-553股-0.34%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#80$1,246.6万14.1万股$954.9万12.2万股+2.0万股+16.21%加仓
共同顾问Mutual Advisors, LLC
0.21%0.2%#23$1,090.8万12.4万股$953.0万12.5万股-1,184股-0.95%减仓
Pathstone控股Pathstone Holdings, LLC
0.03%0.03%#45$975.6万11.1万股$848.1万11.1万股-500股-0.45%减仓
Values Added Financial LLC
2.73%2.69%#2$756.0万8.6万股$639.3万8.4万股+1,954股+2.33%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#54$570.7万6.5万股$526.8万6.9万股-4,322股-6.26%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#88$556.2万6.3万股$292.5万3.8万股+2.5万股+64.55%加仓
Gateway Wealth Partners, LLC
0.27%0.3%#19$451.5万5.1万股$764.3万10.0万股-4.9万股-48.87%减仓
Financial Insights, Inc.
1.12%1.25%#7$412.7万4.7万股$386.2万5.1万股-3,804股-7.52%减仓
现代财富管理Modern Wealth Management, LLC
0.05%0.04%#38$408.6万4.6万股$239.5万3.1万股+1.5万股+48.93%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.03%0.02%#46$377.4万4.3万股$247.9万3.2万股+1.0万股+31.75%加仓
A&I FINANCIAL SERVICES, LLC
1.63%1.58%#4$374.4万4.2万股$334.6万4.4万股-1,390股-3.17%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#82$353.8万4.0万股$315.3万4.1万股-1,192股-2.88%减仓
Plum Street Advisors, LLC
0.95%0.9%#8$296.6万3.4万股$260.6万3.4万股-520股-1.52%减仓
巴伦廷合伙人Ballentine Partners, LLC
0.03%0.03%#43$262.9万3.0万股$227.5万3.0万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#84$243.4万2.8万股$228.9万3.0万股-2,398股-7.99%减仓
布莱顿·琼斯BRIGHTON JONES LLC
0.04%#42$192.4万2.2万股$00股+2.2万股新买入
Fairman Group, LLC
1.46%1.37%#5$186.2万2.1万股$160.8万2.1万股+46股+0.22%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#63$166.2万1.9万股$137.5万1.8万股+839股+4.66%加仓
SEEDS INVESTOR LLC
0.17%0.21%#27$165.3万1.9万股$151.5万1.9万股+191股+1.03%加仓
Hirtle & Co., LLC
0.05%0.04%#37$149.1万1.7万股$129.0万1.7万股00.00%持仓不变
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.02%0.03%#50$146.7万1.7万股$128.5万1.7万股-210股-1.25%减仓
Jordan Park Group LLC
0.07%#32$145.7万1.7万股$00股+1.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#69$143.3万1.6万股$118.6万1.6万股+712股+4.58%加仓
Phoenix Wealth Advisors
0.48%0.49%#12$141.3万1.6万股$124.5万1.6万股-297股-1.82%减仓
Tolleson Wealth Management, Inc.
0.19%#25$139.6万1.6万股$00股+1.6万股新买入
Etesian Wealth Advisors, Inc.
0.35%0.33%#16$118.9万1.3万股$104.8万1.4万股-244股-1.78%减仓
Sonoma Allocations LLC
0.38%0.25%#14$102.2万1.2万股$71.4万9,239股+2,325股+25.17%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#71$98.2万1.1万股$85.0万1.1万股00.00%持仓不变
Sage Advisory Services, Ltd.Co.
0.45%0.44%#13$91.4万1.0万股$81.1万1.1万股-269股-2.53%减仓
Breakwater Investment Management
0.31%0.32%#17$90.0万1.0万股$87.0万1.1万股-1,184股-10.39%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#85$89.3万1.0万股$78.5万1.0万股-163股-1.58%减仓
多元化信托Diversified Trust Co
0.01%0.01%#53$84.4万9,578股$73.1万9,578股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#79$81.9万9,286股$69.8万9,154股+132股+1.44%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.02%0.02%#51$74.5万8,451股$64.5万8,451股00.00%持仓不变
Fiduciary信托FIDUCIARY TRUST CO
0.01%0.01%#58$74.2万8,420股$64.2万8,420股00.00%持仓不变
Ashton Thomas Private Wealth, LLC
0.02%0.02%#52$73.3万8,309股$64.5万8,455股-146股-1.73%减仓

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