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PIMCO·EQUITY SER · 13F 机构持仓分析
期权收益计算器 机构排行
P

PIMCO·EQUITY SER

PIMCO EQUITY SERMFDX
持有机构数
60
机构合计市值 (Q2 2026)
$3.82亿
机构合计股数 (Q2 2026)
916.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.0万股
40 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.5万股
18 · 6 清仓 · ≈
⚖️ 净额
+26.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.82亿
持有机构数
60
新买入
8
加仓
32
减仓
12
清仓
6
持股不变
8
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
Schiavi & Co LLC
34.7%36.66%#1$1.32亿316.0万股$1.23亿310.0万股+5.9万股+1.92%加仓
FINANCIAL CONSULATE, INC
7.9%8.37%#2$7,099.2万170.5万股$6,715.2万168.6万股+1.9万股+1.10%加仓
Stratos 投资管理Stratos Investment Management, LLC
1.97%2.06%#4$5,439.4万130.6万股$5,148.3万129.3万股+1.3万股+1.04%加仓
MarinerMariner, LLC
0.04%0.04%#19$3,618.1万86.9万股$3,482.7万87.5万股-5,717股-0.65%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#31$1,370.0万32.9万股$1,270.5万31.9万股+9,957股+3.12%加仓
Austin Wealth Management, LLC
1.83%1.91%#5$868.1万21.1万股$841.4万20.9万股+2,453股+1.18%加仓
IFC Advisors LLC
0.87%0.95%#7$686.1万16.5万股$661.1万16.6万股-1,249股-0.75%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#36$668.7万16.1万股$275.0万6.9万股+9.2万股+132.54%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#30$661.4万15.9万股$590.0万14.8万股+1.1万股+7.20%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#44$442.9万10.6万股$146.8万3.8万股+6.8万股+179.75%加仓
EVOLVE PRIVATE WEALTH, LLC
0.27%0.22%#10$434.2万10.4万股$415.3万10.4万股00.00%持仓不变
Janney Montgomery Scott LLC
0.01%0.01%#25$322.3万7.7万股$306.9万7.7万股+319股+0.41%加仓
Williams & Novak, LLC
2%2.04%#3$301.9万7.3万股$273.1万6.8万股+4,611股+6.79%加仓
ENTREWEALTH, LLC
1.11%1.15%#6$299.3万7.1万股$255.6万6.4万股+6,547股+10.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$268.5万6.4万股$249.2万6.3万股+1,910股+3.05%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#20$234.3万5.6万股$201.5万5.1万股+5,653股+11.17%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#48$178.4万4.3万股$236.4万5.9万股-1.7万股-27.83%减仓
Walkner Condon Financial Advisors LLC
0.18%0.19%#14$152.9万3.7万股$145.1万3.6万股+285股+0.78%加仓
McAdam, LLC
0.06%0.07%#15$152.6万3.7万股$154.9万3.9万股-2,247股-5.78%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#41$141.0万3.4万股$114.7万2.9万股+5,049股+17.53%加仓
Operose Advisors LLC
0.26%0.07%#11$136.2万3.3万股$28.7万7,213股+2.5万股+353.46%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#50$133.8万3.2万股$302.6万7.6万股-4.4万股-57.71%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#32$131.2万3.2万股$63.4万1.6万股+1.6万股+97.84%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#49$108.2万2.6万股$00股+2.6万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#28$100.1万2.4万股$32.0万8,043股+1.6万股+198.88%加仓
Mather集团MATHER GROUP, LLC.
0.01%0.01%#24$98.3万2.4万股$98.4万2.5万股-1,119股-4.53%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.02%#27$91.7万2.2万股$205.9万5.2万股-3.0万股-57.42%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#42$80.9万1.9万股$67.2万1.7万股+2,556股+15.14%加仓
Caerus Investment Advisors, LLC
0.26%0.28%#12$79.0万1.9万股$67.2万1.7万股+2,094股+12.41%加仓
Sovran Advisors, LLC
0.06%0.06%#16$77.1万1.9万股$81.7万2.0万股-840股-4.27%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$64.2万1.5万股$45.1万1.1万股+4,090股+36.14%加仓
Riverbend Wealth Management, LLC
0.3%0.32%#9$60.3万1.4万股$55.7万1.4万股+479股+3.42%加仓
Redwood Financial Network Corp
0.31%0.37%#8$56.7万1.4万股$56.9万1.4万股-661股-4.63%减仓
L & S Advisors Inc
0.04%#17$40.0万9,615股$00股+9,615股新买入
EQ WEALTH ADVISORS, LLC
0.22%0.22%#13$39.3万9,447股$37.6万9,446股+1股+0.01%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%0.01%#29$38.9万9,351股$110.9万2.8万股-1.9万股-66.43%减仓
JT Stratford LLC
0.04%0.04%#18$37.5万8,994股$33.9万8,509股+485股+5.70%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#47$32.8万7,868股$24.8万6,227股+1,641股+26.35%加仓
Stratos Wealth Advisors, LLC
0.02%0.01%#21$30.2万7,251股$20.7万5,187股+2,064股+39.79%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#45$26.2万6,295股$25.1万6,295股00.00%持仓不变
FARMERS & MERCHANTS 投资FARMERS & MERCHANTS INVESTMENTS INC
0.01%0.01%#26$25.0万6,000股$23.9万6,000股00.00%持仓不变
StoneX Group Inc.
0.01%0.01%#23$24.5万5,882股$22.7万5,693股+189股+3.32%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%<0.01%#33$22.8万5,466股$22.4万5,635股-169股-3.00%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
<0.01%#35$22.2万5,320股$00股+5,320股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#43$20.4万4,898股$00股+4,898股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$17.8万4,280股$16.5万4,149股+131股+3.16%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#40$16.2万3,891股$8.3万2,078股+1,813股+87.25%加仓
Capital Advisors, Ltd. LLC
0.02%0.01%#22$15.1万3,627股$12.7万3,195股+432股+13.52%加仓
富达投资FMR LLC
<0.01%<0.01%#57$6.9万1,664股$6.6万1,664股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#51$6.7万1,598股$6.4万1,598股00.00%持仓不变

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