13FBOX
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
B

BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

XONE
持有机构数
100
机构合计市值 (Q2 2026)
$5.47亿
机构合计股数 (Q2 2026)
1,107.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+198.8万股
58 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-54.1万股
45 · 14 清仓 · ≈
⚖️ 净额
+144.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.47亿
持有机构数
100
新买入
15
加仓
43
减仓
31
清仓
14
持股不变
11
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/
0.01%0.01%#66$1.05亿213.0万股$9,914.5万200.2万股+12.8万股+6.39%加仓
AE财富管理AE Wealth Management LLC
0.31%0.33%#20$6,758.0万136.9万股$6,050.6万122.2万股+14.7万股+12.03%加仓
Tanager Wealth Management LLP
4.06%2.67%#3$4,658.0万94.3万股$2,758.2万55.7万股+38.7万股+69.39%加仓
SMITH, MOORE & CO.
2.91%3.23%#5$4,475.2万90.6万股$4,440.4万89.7万股+9,775股+1.09%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.04%#42$3,997.8万81.0万股$4,036.2万81.5万股-5,305股-0.65%减仓
ACCESS FINANCIAL SERVICES, INC.
7.92%8.27%#1$2,417.1万49.0万股$2,332.2万47.1万股+1.9万股+3.95%加仓
VICTORY FINANCIAL GROUP, LLC
2.02%#8$1,923.8万39.0万股$00股+39.0万股新买入
Buck Wealth Strategies, LLC
1.63%1.94%#10$1,561.0万31.6万股$1,574.5万31.8万股-1,782股-0.56%减仓
Nemes Rush Group LLC
1.15%1.17%#14$1,388.5万28.1万股$1,230.9万24.9万股+3.3万股+13.15%加仓
EP财富顾问EP Wealth Advisors, LLC
0.05%<0.01%#37$1,264.5万25.6万股$84.0万1.7万股+23.9万股+1,409.29%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#58$1,110.5万22.5万股$1,104.3万22.3万股+1,933股+0.87%加仓
Empowered FundsEmpowered Funds, LLC
0.06%0.06%#36$1,051.1万21.4万股$862.2万17.5万股+3.9万股+22.34%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#82$993.4万20.1万股$316.3万6.4万股+13.7万股+215.02%加仓
Janney Montgomery Scott LLC
0.02%0.02%#52$909.1万18.4万股$932.9万18.8万股-4,255股-2.26%减仓
eCIO, Inc.
2.38%2.7%#6$846.2万17.1万股$615.1万12.4万股+4.7万股+37.99%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.04%0.05%#39$631.8万12.8万股$649.5万13.1万股-3,186股-2.43%减仓
Financial Guidance Group, Inc.
2.36%2.61%#7$631.8万12.8万股$649.5万13.1万股-3,186股-2.43%减仓
Warren Street Wealth Advisors, LLC
1.39%1.45%#11$622.0万12.6万股$568.9万11.5万股+1.1万股+9.68%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#88$601.1万12.2万股$1,739.5万35.0万股-22.9万股-65.24%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#79$518.5万10.5万股$444.9万9.0万股+1.5万股+16.91%加仓
North Forty Two & Co.
4.11%4.12%#2$483.4万9.8万股$445.7万9.0万股+7,915股+8.79%加仓
S&A Financial Services, Inc.
2.94%3.31%#4$482.2万9.8万股$482.3万9.7万股+287股+0.29%加仓
MIDLAND WEALTH ADVISORS, LLC
0.21%#26$437.3万8.9万股$00股+8.9万股新买入
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#69$423.7万8.6万股$412.8万8.3万股+2,447股+2.94%加仓
Strait & Sound Wealth Management LLC
1.24%1.35%#12$354.8万7.2万股$361.6万7.3万股-1,172股-1.60%减仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#60$335.3万6.8万股$340.0万6.9万股-726股-1.06%减仓
Mendel Money Management
1.19%0.83%#13$325.9万6.6万股$197.5万4.0万股+2.6万股+65.50%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.05%#38$298.6万6.0万股$00股+6.0万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#61$283.7万5.7万股$245.2万5.0万股+7,955股+16.07%加仓
Compass Financial Group, Inc. (Ohio)
1.88%2.43%#9$280.9万5.7万股$332.1万6.7万股-1.0万股-15.15%减仓
Laurel Wealth Advisors LLC
0.26%0.26%#22$273.2万5.5万股$258.1万5.2万股+3,075股+5.88%加仓
COURIER CAPITAL LLC
0.13%0.13%#31$250.8万5.1万股$235.0万4.7万股+3,335股+7.03%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.04%#56$216.4万4.4万股$459.5万9.3万股-4.9万股-52.77%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#55$212.6万4.3万股$230.2万4.7万股-3,573股-7.66%减仓
Hobbs Group Advisors, LLC
0.53%#18$200.2万4.1万股$00股+4.1万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#77$173.8万3.5万股$154.8万3.1万股+3,952股+12.64%加仓
Sigma Planning Corp
0.04%0.04%#40$167.7万3.4万股$150.7万3.0万股+3,523股+11.58%加仓
Bulwark Capital Corp
0.75%0.77%#16$132.4万2.7万股$125.0万2.5万股+1,572股+6.23%加仓
Dynamic Advisor Solutions LLC
0.04%0.04%#45$125.9万2.5万股$123.8万2.5万股+498股+1.99%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#75$121.4万2.5万股$00股+2.5万股新买入
Oasis Advisors, LLC
0.75%#15$115.6万2.3万股$00股+2.3万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#50$113.8万2.3万股$111.4万2.3万股+540股+2.40%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#51$111.5万2.3万股$112.2万2.3万股-87股-0.38%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#90$109.9万2.2万股$86.0万1.7万股+4,899股+28.20%加仓
ZEGA Investments, LLC
0.1%0.09%#33$99.0万2.0万股$81.2万1.6万股+3,664股+22.34%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#76$94.4万1.9万股$71.9万1.5万股+4,601股+31.68%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#80$89.0万1.8万股$103.8万2.1万股-2,940股-14.02%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#91$79.6万1.6万股$57.8万1.2万股+4,457股+38.21%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#54$77.5万1.6万股$91.4万1.8万股-2,755股-14.92%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#89$75.5万1.5万股$100.5万2.0万股-4,994股-24.62%减仓

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