13FBOX
LEGG MASON ETF INVT · 13F 机构持仓分析
期权收益计算器 机构排行
L

LEGG MASON ETF INVT

LVHD
持有机构数
121
机构合计市值 (Q2 2026)
$2.90亿
机构合计股数 (Q2 2026)
657.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+41.8万股
65 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-95.0万股
44 · 13 清仓 · ≈
⚖️ 净额
-53.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.90亿
持有机构数
121
新买入
17
加仓
48
减仓
31
清仓
13
持股不变
25
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%#68$4,367.4万99.3万股$4,299.2万104.0万股-4.7万股-4.56%减仓
LPL金融LPL Financial LLC
0.01%0.01%#43$3,362.5万76.4万股$3,167.6万74.4万股+2.0万股+2.67%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#76$2,700.9万61.4万股$2,562.5万60.2万股+1.2万股+1.95%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#67$1,911.3万43.4万股$1,800.6万42.3万股+1.1万股+2.67%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.03%0.08%#24$1,672.1万38.0万股$4,116.5万96.7万股-58.7万股-60.71%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#74$1,205.2万27.4万股$1,101.1万25.9万股+1.5万股+5.86%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$929.3万21.1万股$933.3万21.9万股-8,095股-3.69%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#38$792.8万18.0万股$781.1万18.4万股-3,359股-1.83%减仓
Sequent Planning LLC
1.65%1.75%#3$774.9万17.6万股$723.6万17.0万股+6,079股+3.58%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.03%#22$773.4万17.6万股$685.0万16.1万股+1.5万股+9.19%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#85$771.0万17.5万股$618.8万14.5万股+3.0万股+20.52%加仓
Sovereign Investment Advisors, LLC
1.28%1.38%#4$681.1万15.5万股$653.8万15.4万股+1,171股+0.76%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#49$554.4万12.6万股$592.9万13.9万股-1.3万股-9.55%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#72$511.4万11.5万股$419.3万9.9万股+1.6万股+15.79%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#78$476.0万10.8万股$291.9万6.9万股+4.0万股+57.68%加仓
Tidal投资Tidal Investments LLC
0.01%#42$467.4万10.6万股$00股+10.6万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#102$398.0万9.0万股$402.0万9.4万股-3,998股-4.23%减仓
HEFFERNAN ADVISORY, INC
3.28%3.55%#1$391.7万8.9万股$382.8万9.0万股-929股-1.03%减仓
Allworth金融Allworth Financial LP
0.02%0.02%#33$381.5万8.7万股$391.4万9.2万股-5,257股-5.72%减仓
PERSPECTIVE WEALTH ADVISORS LLC
1.75%1.89%#2$317.5万7.2万股$291.8万6.9万股+3,606股+5.26%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.05%0.05%#17$273.3万6.2万股$267.1万6.3万股-660股-1.05%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#96$228.9万5.2万股$219.6万5.2万股+440股+0.85%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#59$225.3万5.1万股$209.6万4.9万股+1,961股+3.98%加仓
JT Stratford LLC
0.24%0.26%#8$217.9万5.0万股$207.4万4.9万股+776股+1.59%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#101$213.3万4.8万股$113.6万2.7万股+2.2万股+82.40%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#89$195.5万4.4万股$300.2万7.1万股-2.6万股-37.00%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#69$195.2万4.4万股$209.3万4.9万股-4,820股-9.80%减仓
Triad Wealth Partners, LLC
0.11%0.21%#11$189.9万4.2万股$265.7万6.2万股-2.0万股-32.22%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#57$174.6万4.0万股$168.2万4.0万股+165股+0.42%加仓
XML Financial, LLC
0.12%0.13%#10$169.0万3.8万股$165.3万3.9万股-443股-1.14%减仓
Anson Capital, Inc.
1.09%1.03%#5$166.9万3.8万股$151.2万3.6万股+2,400股+6.75%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.02%#28$163.6万3.7万股$142.8万3.4万股+3,614股+10.77%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#80$154.8万3.5万股$164.3万3.9万股-3,421股-8.86%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#58$146.2万3.3万股$143.8万3.4万股-554股-1.64%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#52$144.7万3.3万股$153.0万3.6万股-3,062股-8.52%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#110$142.7万3.2万股$129.0万3.0万股+1,665股+5.48%加仓
Simplicity Wealth,LLC
0.05%#18$140.7万3.2万股$00股+3.2万股新买入
CX Institutional
0.03%0.03%#23$115.3万2.6万股$110.7万2.6万股+198股+0.76%加仓
Wealthcare Capital Partners, LLC
0.44%0.42%#6$107.3万2.4万股$88.8万2.1万股+3,525股+16.90%加仓
First Heartland Consultants, Inc.
0.06%0.05%#16$97.9万2.2万股$62.6万1.5万股+7,544股+51.30%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%0.01%#51$95.5万2.2万股$84.9万2.0万股+1,755股+8.80%加仓
Centurion Wealth Management LLC
0.23%0.23%#9$95.0万2.2万股$101.4万2.4万股-2,245股-9.42%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02%0.02%#31$94.8万2.2万股$91.1万2.1万股+130股+0.61%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#45$91.2万2.1万股$87.8万2.1万股+73股+0.35%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#55$82.1万1.9万股$102.0万2.4万股-5,304股-22.14%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#35$81.6万1.9万股$70.0万1.6万股+2,112股+12.85%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.02%0.03%#29$77.7万1.8万股$70.8万1.7万股+1,031股+6.20%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#91$70.1万1.6万股$66.7万1.6万股+257股+1.64%加仓
Atria投资Atria Investments, Inc
0.01%<0.01%#46$69.3万1.6万股$34.6万8,130股+7,617股+93.69%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#44$63.6万1.4万股$61.5万1.4万股00.00%持仓不变

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