13FBOX
BONDBLOXX BLOOMBERG SEVEN 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 SEVEN YEAR TARGET DURATION US TREASURY ETF

XSVN
持有机构数
64
机构合计市值 (Q2 2026)
$3.25亿
机构合计股数 (Q2 2026)
687.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+213.4万股
49 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.6万股
15 · 4 清仓 · ≈
⚖️ 净额
+197.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.25亿
持有机构数
64
新买入
19
加仓
30
减仓
11
清仓
4
持股不变
4
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.02%#27$1.08亿229.0万股$8,833.4万185.1万股+43.9万股+23.69%加仓
梯度投资Gradient Investments LLC
0.97%0.79%#6$6,999.2万148.1万股$5,089.3万106.6万股+41.4万股+38.84%加仓
Blue TrustBlue Trust, Inc.
0.22%#13$2,322.3万49.1万股$00股+49.1万股新买入
AE财富管理AE Wealth Management LLC
0.1%0.13%#20$2,106.5万44.6万股$2,459.1万51.5万股-7.0万股-13.52%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#46$979.9万20.7万股$915.1万19.2万股+1.6万股+8.11%加仓
Mattson Financial Services, LLC
1.66%1.3%#3$806.0万17.2万股$546.1万11.4万股+5.8万股+50.27%加仓
Empowered FundsEmpowered Funds, LLC
0.04%#25$670.9万14.2万股$00股+14.2万股新买入
EP财富顾问EP Wealth Advisors, LLC
0.02%<0.01%#28$636.6万13.5万股$31.2万6,532股+12.8万股+1,961.65%加仓
Lido顾问Lido Advisors, LLC
0.01%0.02%#32$525.3万11.1万股$503.0万10.5万股+5,712股+5.42%加仓
SILVER OAK SECURITIES, INCORPORATED
0.31%0.37%#11$514.2万10.9万股$511.3万10.7万股+1,644股+1.53%加仓
Brown Financial Advisors
1.72%1.28%#1$493.6万10.4万股$338.5万7.1万股+3.3万股+47.19%加仓
Dynamic Advisor Solutions LLC
0.14%0.11%#17$491.5万10.4万股$360.3万7.6万股+2.8万股+37.71%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%#36$414.5万8.8万股$00股+8.8万股新买入
Meridian 财富管理Meridian Wealth Management, LLC
0.12%0.12%#18$381.8万8.1万股$348.3万7.3万股+7,773股+10.65%加仓
3EDGE Asset Management, LP
0.17%0.18%#14$374.5万7.9万股$362.1万7.6万股+3,350股+4.42%加仓
WESPAC Advisors SoCal, LLC
0.59%0.8%#7$339.9万7.2万股$375.7万7.9万股-6,825股-8.67%减仓
WEALTHCARE CAPITAL MANAGEMENT LLC
0.32%#10$334.3万7.1万股$00股+7.1万股新买入
Paladin Wealth, LLC
1.66%1.24%#2$285.5万6.0万股$180.3万3.8万股+2.3万股+59.87%加仓
Dogwood Wealth Management LLC
1.08%1.04%#4$273.2万5.8万股$240.0万5.0万股+7,509股+14.93%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#35$246.3万5.3万股$00股+5.3万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#53$204.9万4.3万股$184.3万3.9万股+4,732股+12.25%加仓
Beacon Financial Advisory LLC
0.39%0.41%#9$200.2万4.2万股$183.2万3.8万股+3,952股+10.29%加仓
Continuum Advisory, LLC
0.15%0.15%#16$182.4万3.9万股$159.7万3.3万股+5,110股+15.27%加仓
Nemes Rush Group LLC
0.15%0.13%#15$179.4万3.8万股$139.8万2.9万股+8,664股+29.57%加仓
Vident顾问Vident Advisory, LLC
0.01%#33$163.9万3.5万股$00股+3.5万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#55$148.9万3.1万股$135.2万2.8万股+3,161股+11.16%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.03%0.02%#26$148.1万3.1万股$113.2万2.4万股+7,605股+32.07%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$132.5万2.8万股$112.2万2.4万股+4,519股+19.22%加仓
Benchmark Financial, LLC
0.98%1.11%#5$119.9万2.5万股$123.8万2.6万股-577股-2.22%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#40$117.8万2.5万股$100.1万2.1万股+3,940股+18.78%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#43$107.6万2.3万股$87.8万1.8万股+4,362股+23.70%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.02%0.02%#30$96.9万2.0万股$49.4万1.0万股+1.0万股+97.87%加仓
Bucket List Wealth Management, LLC
0.47%0.67%#8$95.0万2.0万股$110.5万2.3万股-3,071股-13.26%减仓
Encompass More Asset Management
0.1%0.1%#19$68.8万1.5万股$58.7万1.2万股+2,246股+18.26%加仓
Faithward Advisors, LLC
0.07%0.08%#22$58.9万1.2万股$56.0万1.2万股+724股+6.17%加仓
Tower Wealth Partners, Inc.
0.26%0.26%#12$52.0万1.1万股$46.8万9,815股+1,177股+11.99%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#57$45.9万9,715股$37.1万7,770股+1,945股+25.03%加仓
Diversified Enterprises, LLC
0.02%0.02%#29$41.6万8,805股$44.1万9,233股-428股-4.64%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$34.4万7,278股$82.7万1.7万股-1.0万股-58.02%减仓
Brookstone资本管理Brookstone Capital Management
<0.01%0.01%#38$33.0万6,981股$84.2万1.8万股-1.1万股-60.45%减仓
WealthPlan Investment Management, LLC
0.02%0.02%#31$32.1万6,781股$33.6万7,051股-270股-3.83%减仓
Able Wealth Management LLC
0.07%0.19%#23$28.7万6,070股$69.3万1.5万股-8,448股-58.19%减仓
Legacy Capital Group California, Inc.
0.08%#21$26.7万5,657股$00股+5,657股新买入
信安证券PRINCIPAL SECURITIES, INC.
<0.01%#39$25.6万5,417股$00股+5,417股新买入
Orion组合解决方案Orion Porfolio Solutions, LLC
<0.01%#41$23.8万5,026股$00股+5,026股新买入
RDA Financial Network
0.05%0.06%#24$23.6万4,988股$22.5万4,720股+268股+5.68%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#48$20.4万4,308股$00股+4,308股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$18.2万3,849股$5.6万1,170股+2,679股+228.97%加仓
Beacon Capital Management, Inc.
0.01%#34$13.4万2,840股$00股+2,840股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#49$2.3万476股$00股+476股新买入

🧭 机构资金流板块热力图

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