13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF

JANW
持有机构数
87
机构合计市值 (Q2 2026)
$2.80亿
机构合计股数 (Q2 2026)
725.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+46.7万股
33 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.0万股
39 · 6 清仓 · ≈
⚖️ 净额
+6.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.80亿
持有机构数
87
新买入
7
加仓
26
减仓
33
清仓
6
持股不变
21
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
AMERICAN ASSET MANAGEMENT INC.
33.67%34.78%#1$4,129.2万106.8万股$4,007.6万109.9万股-3.1万股-2.81%减仓
AE财富管理AE Wealth Management LLC
0.19%0.2%#25$4,015.5万103.8万股$3,696.5万101.3万股+2.5万股+2.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#51$2,230.0万57.7万股$2,145.2万58.8万股-1.1万股-1.95%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#75$1,786.6万46.2万股$1,539.9万42.2万股+4.0万股+9.43%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#64$1,211.7万31.3万股$1,075.3万29.5万股+1.9万股+6.30%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#79$1,032.7万26.7万股$1,010.9万27.7万股-1.0万股-3.64%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#68$1,006.3万26.0万股$945.5万25.9万股+1,012股+0.39%加仓
Advyzon Investment Management, LLC
0.62%0.45%#16$849.4万22.0万股$500.7万13.7万股+8.2万股+60.01%加仓
POM Investment Strategies, LLC
9.52%9.46%#2$840.0万21.7万股$761.8万20.9万股+8,380股+4.01%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#58$680.9万17.6万股$844.3万23.1万股-5.5万股-23.93%减仓
安联保险集团ALLIANZ SE
0.07%0.06%#39$673.0万17.4万股$516.2万14.1万股+3.3万股+22.98%加仓
Wellment Financial
6.71%6.74%#3$588.4万15.2万股$545.0万14.9万股+2,737股+1.83%加仓
Guardian Capital, LLC
4.57%3.63%#4$558.3万14.4万股$379.0万10.4万股+4.0万股+38.94%加仓
BCGM Wealth Management, LLC
1.02%1.14%#11$481.2万12.4万股$453.9万12.4万股00.00%持仓不变
Outlook Wealth Advisors, LLC
0.98%1.02%#12$456.6万11.8万股$428.8万11.8万股+509股+0.43%加仓
Compass Advisory Group LLC
1.05%1.13%#10$441.4万11.4万股$421.7万11.6万股-1,469股-1.27%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#81$375.2万9.7万股$319.3万8.8万股+9,480股+10.83%加仓
Long Island Wealth Management, Inc.
1.52%1.61%#7$367.1万9.5万股$346.3万9.5万股00.00%持仓不变
世界投资顾问World Investment Advisors
0.06%0.05%#40$355.0万9.2万股$295.4万8.1万股+1.1万股+13.34%加仓
Ausdal Financial Partners, Inc.
0.13%0.08%#30$344.2万8.9万股$171.4万4.7万股+4.2万股+89.39%加仓
CENTAURUS FINANCIAL, INC.
0.12%0.14%#32$307.1万7.9万股$292.9万8.0万股-886股-1.10%减仓
Spire 财富管理Spire Wealth Management
0.08%0.09%#37$269.4万7.0万股$256.3万7.0万股-582股-0.83%减仓
Networth Advisors, LLC
1.45%1.6%#8$249.1万6.4万股$226.3万6.2万股+2,371股+3.82%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#59$247.6万6.4万股$231.3万6.3万股+873股+1.38%加仓
IFP顾问IFP Advisors, Inc
0.04%0.05%#45$231.8万6.0万股$219.3万6.0万股-189股-0.31%减仓
Integrated Wealth Management
2.37%2.21%#5$224.8万5.8万股$192.8万5.3万股+5,282股+9.99%加仓
GTS FINANCIAL, LLC
1.57%0.6%#6$215.0万6.2万股$75.8万2.3万股+3.9万股+169.45%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.03%0.03%#52$197.8万5.1万股$197.4万5.4万股-2,974股-5.50%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#76$185.2万4.8万股$176.4万4.8万股-469股-0.97%减仓
FSA Advisors, Inc.
0.8%1%#13$173.5万4.5万股$151.4万4.2万股+3,341股+8.05%加仓
Joseph P. Lucia & Associates, LLC
0.52%0.58%#18$173.1万4.5万股$163.3万4.5万股00.00%持仓不变
Aegis Wealth Management, Inc.
1.12%2.52%#9$172.8万4.5万股$321.0万8.8万股-4.3万股-49.22%减仓
Blue Water Asset Management
0.56%0.56%#17$172.1万4.4万股$162.3万4.4万股00.00%持仓不变
Perennial Investment Advisors, LLC
0.1%0.12%#34$157.7万4.1万股$148.8万4.1万股00.00%持仓不变
Grantvest Financial Group LLC
0.77%0.9%#14$133.1万3.4万股$139.8万3.8万股-3,892股-10.16%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#83$125.3万3.2万股$123.1万3.4万股-1,337股-3.96%减仓
Clear Point Advisors Inc.
0.1%0.15%#35$123.2万3.4万股$123.2万3.4万股00.00%持仓不变
Sigma Planning Corp
0.03%0.03%#49$122.9万3.2万股$116.5万3.2万股-148股-0.46%减仓
Castle Rock Wealth Management, LLC
0.24%0.26%#23$121.5万3.1万股$119.2万3.3万股-1,092股-3.36%减仓
Lloyd Advisory Services, LLC.
0.45%0.04%#20$115.7万3.0万股$13.0万3,574股+2.6万股+736.91%加仓
PFG Advisors
0.05%0.05%#41$106.0万2.7万股$112.7万3.1万股-3,500股-11.33%减仓
Midwest Financial Network, LLC
0.68%0.85%#15$99.1万2.6万股$106.4万2.9万股-3,543股-12.14%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.42%#21$98.2万2.5万股$00股+2.5万股新买入
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.05%0.04%#44$95.6万2.5万股$86.9万2.4万股+915股+3.84%加仓
Blackston Financial Advisory Group, LLC
0.49%0.54%#19$86.2万2.2万股$85.7万2.3万股-1,207股-5.14%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#71$75.5万2.0万股$73.8万2.0万股-714股-3.53%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.09%0.1%#36$74.3万1.9万股$72.0万2.0万股-526股-2.66%减仓
SMART Wealth LLC
0.16%0.26%#28$73.0万1.9万股$87.7万2.4万股-5,142股-21.40%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#67$68.2万1.8万股$64.3万1.8万股00.00%持仓不变
Csenge Advisory 集团Csenge Advisory Group
0.02%0.03%#55$60.2万1.6万股$57.8万1.6万股-292股-1.84%减仓

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