13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 DEC 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 DEC ETF

DECW
持有机构数
83
机构合计市值 (Q2 2026)
$1.63亿
机构合计股数 (Q2 2026)
446.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.2万股
31 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-54.7万股
37 · 10 清仓 · ≈
⚖️ 净额
-32.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.63亿
持有机构数
83
新买入
12
加仓
19
减仓
27
清仓
10
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
AE财富管理AE Wealth Management LLC
0.15%0.16%#21$3,199.8万89.8万股$2,962.6万88.7万股+1.1万股+1.22%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#39$2,221.7万62.3万股$2,098.5万62.8万股-4,933股-0.79%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#50$1,143.1万32.1万股$1,018.5万30.5万股+1.6万股+5.18%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#65$827.7万23.2万股$782.1万23.4万股-1,926股-0.82%减仓
ACCESS FINANCIAL SERVICES, INC.
2.57%2.9%#4$784.5万22.0万股$818.1万24.5万股-2.5万股-10.13%减仓
安联保险集团ALLIANZ SE
0.07%0.06%#29$688.9万19.3万股$527.5万15.8万股+3.5万股+22.39%加仓
POM Investment Strategies, LLC
7.49%7.4%#1$661.0万18.5万股$595.9万17.8万股+7,061股+3.96%加仓
AMERICAN ASSET MANAGEMENT INC.
4.68%4.78%#3$574.2万16.1万股$550.7万16.5万股-3,764股-2.28%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#67$527.9万14.8万股$493.5万14.8万股+347股+0.23%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#49$494.4万13.9万股$481.0万14.4万股-5,279股-3.67%减仓
Wellment Financial
5.28%5.3%#2$463.2万13.0万股$428.1万12.8万股+1,790股+1.40%加仓
Coppell Advisory Solutions LLC
0.31%#14$374.3万337股$00股+337股新买入
Outlook Wealth Advisors, LLC
0.77%0.8%#8$359.4万10.1万股$335.9万10.1万股+250股+0.25%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#60$350.6万9.8万股$365.1万10.9万股-1.1万股-10.02%减仓
Spire 财富管理Spire Wealth Management
0.08%0.08%#27$257.7万7.2万股$247.7万7.4万股-1,849股-2.49%减仓
Networth Advisors, LLC
1.14%1.26%#6$196.5万5.5万股$177.9万5.3万股+1,897股+3.56%加仓
Integrated Wealth Management
1.87%1.73%#5$177.1万5.0万股$151.2万4.5万股+4,429股+9.79%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.02%#52$170.3万4.8万股$163.5万4.9万股-994股-2.04%减仓
Aegis Wealth Management, Inc.
0.92%1.01%#7$142.1万4.0万股$128.4万3.8万股+1,409股+3.66%加仓
FSA Advisors, Inc.
0.63%0.78%#9$137.1万3.8万股$118.5万3.5万股+2,990股+8.43%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#76$122.4万3.4万股$195.1万5.8万股-2.4万股-41.23%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#48$121.2万3.4万股$144.5万4.3万股-9,263股-21.41%减仓
Focus Financial Network, Inc.
0.04%0.04%#36$120.7万3.4万股$113.1万3.4万股+2股+0.01%加仓
世界投资顾问World Investment Advisors
0.02%0.01%#45$117.8万3.3万股$84.8万2.5万股+7,682股+30.27%加仓
First Heartland Consultants, Inc.
0.07%0.08%#30$109.9万3.1万股$103.0万3.1万股00.00%持仓不变
Lloyd Advisory Services, LLC.
0.37%0.04%#11$96.6万2.7万股$12.9万3,873股+2.3万股+599.77%加仓
Westshore Wealth, LLC
0.28%0.3%#15$89.9万2.5万股$84.3万2.5万股00.00%持仓不变
Cypress Wealth Services, LLC
0.11%0.16%#24$88.6万2.5万股$110.0万3.3万股-8,044股-24.44%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.33%#12$77.3万2.2万股$00股+2.2万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$72.4万2.0万股$49.5万1.5万股+5,510股+37.22%加仓
AssuredPartners Investment Advisors, LLC
0.07%0.07%#32$71.2万2.0万股$67.6万2.0万股-134股-0.67%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#66$71.1万2.0万股$67.5万2.0万股-247股-1.22%减仓
PFG Advisors
0.03%0.03%#38$68.2万1.9万股$64.1万1.9万股-50股-0.26%减仓
Blackston Financial Advisory Group, LLC
0.38%0.42%#10$67.7万1.9万股$67.0万2.0万股-1,070股-5.33%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#54$63.1万1.8万股$110.8万3.3万股-1.5万股-46.59%减仓
SMART Wealth LLC
0.13%0.21%#23$59.3万1.7万股$70.3万2.1万股-4,412股-20.96%减仓
CENTAURUS FINANCIAL, INC.
0.02%0.02%#44$52.5万1.5万股$50.3万1.5万股-322股-2.14%减仓
AdvisorNet Financial, Inc
0.02%0.02%#42$49.9万1.4万股$46.7万1.4万股00.00%持仓不变
Blue Water Asset Management
0.16%0.16%#19$48.7万1.4万股$45.7万1.4万股00.00%持仓不变
Csenge Advisory 集团Csenge Advisory Group
0.02%0.02%#46$47.3万1.3万股$45.3万1.4万股-301股-2.22%减仓
Mosley Wealth Management
0.15%0.01%#20$47.0万1.3万股$1.8万551股+1.3万股+2,294.74%加仓
Innovative Asset Advisors Group, LLC
0.19%#17$43.9万1.2万股$00股+1.2万股新买入
Elevation Wealth Management LLC
0.32%0.37%#13$43.4万1.2万股$40.7万1.2万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#62$41.5万1.2万股$40.7万1.2万股-530股-4.35%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#77$41.2万1.2万股$00股+1.2万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#74$40.6万1.1万股$39.2万1.2万股-350股-2.98%减仓
Tyche Wealth Partners LLC
0.06%0.06%#33$39.2万1.1万股$36.8万1.1万股00.00%持仓不变
Long Island Wealth Management, Inc.
0.16%0.17%#18$39.2万1.1万股$36.8万1.1万股00.00%持仓不变
Patriot Financial Group Insurance Agency, LLC
0.04%0.04%#35$38.5万1.1万股$72.1万2.2万股-1.1万股-50.00%减仓
Garden State Investment Advisory Services LLC
0.07%0.08%#31$38.3万1.1万股$35.9万1.1万股00.00%持仓不变

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