13FBOX
BONDBLOXX SHORT DURATION ETF · 13F 机构持仓分析
期权收益计算器 机构排行
B

BONDBLOXX SHORT DURATION ETF

TAXX
持有机构数
60
机构合计市值 (Q2 2026)
$1.81亿
机构合计股数 (Q2 2026)
356.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+44.3万股
37 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-46.3万股
23 · 7 清仓 · ≈
⚖️ 净额
-2.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.81亿
持有机构数
60
新买入
13
加仓
24
减仓
16
清仓
7
持股不变
7
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
EP财富顾问EP Wealth Advisors, LLC
0.3%0.38%#11$7,962.8万156.9万股$7,736.6万153.0万股+3.9万股+2.55%加仓
Tanager Wealth Management LLP
1.04%1.13%#4$1,191.0万23.5万股$1,164.0万23.0万股+4,485股+1.95%加仓
One 资本管理One Capital Management, LLC
0.3%0.29%#12$1,067.2万21.1万股$1,067.2万21.1万股00.00%持仓不变
Delos Wealth Advisors, LLC
4.13%3.86%#1$805.6万15.9万股$674.4万13.3万股+2.5万股+19.02%加仓
BCGM Wealth Management, LLC
1.21%1.37%#3$570.9万11.3万股$545.6万10.8万股+4,583股+4.25%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#38$502.0万9.9万股$211.9万4.2万股+5.7万股+136.01%加仓
INCOME RESEARCH & MANAGEMENT
2.67%3%#2$492.2万9.7万股$505.6万10.0万股-3,000股-3.00%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#32$470.5万9.3万股$278.6万5.5万股+3.8万股+68.29%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#41$437.1万8.6万股$402.8万8.0万股+6,474股+8.13%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
0.52%0.61%#6$399.8万7.9万股$398.3万7.9万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
0.02%0.01%#34$376.2万7.4万股$252.8万5.0万股+2.4万股+48.30%加仓
LAUREL OAK WEALTH MANAGEMENT, LLC
0.37%0.08%#9$251.8万5.0万股$50.3万9,958股+4.0万股+398.40%加仓
LAKE STREET PRIVATE WEALTH, LLC
0.28%0.28%#13$245.2万4.8万股$218.0万4.3万股+5,207股+12.08%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$240.4万4.7万股$243.5万4.8万股-784股-1.63%减仓
Balance Wealth Partners LLC
0.64%0.82%#5$240.3万4.7万股$265.2万5.2万股-5,094股-9.71%减仓
SWEENEY & MICHEL, LLC
0.5%#7$189.6万3.8万股$00股+3.8万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#45$185.4万3.7万股$188.7万3.7万股-780股-2.09%减仓
Nemes Rush Group LLC
0.13%0.15%#19$161.8万3.2万股$157.0万3.1万股+836股+2.69%加仓
Mayflower Financial Advisors, LLC
0.11%#23$145.1万2.9万股$00股+2.9万股新买入
CGN Advisors LLC
0.1%0.1%#24$140.1万2.8万股$131.5万2.6万股+1,595股+6.13%加仓
LPL金融LPL Financial LLC
<0.01%#52$131.8万2.6万股$00股+2.6万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#55$124.7万2.5万股$00股+2.5万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#44$123.5万2.4万股$111.2万2.2万股+2,351股+10.69%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#39$118.3万2.3万股$42.0万8,316股+1.5万股+180.38%加仓
VICTORY FINANCIAL GROUP, LLC
0.12%0.19%#20$116.1万2.3万股$158.7万3.1万股-8,521股-27.14%减仓
Buck Wealth Strategies, LLC
0.12%0.08%#21$115.6万2.3万股$63.7万1.3万股+1.0万股+80.94%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#54$102.7万2.0万股$94.9万1.9万股+1,456股+7.75%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#48$95.9万1.9万股$91.3万1.8万股+842股+4.66%加仓
CFS Investment Advisory Services, LLC
0.06%0.06%#25$90.2万1.8万股$90.3万1.8万股+16股+0.09%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$77.5万1.5万股$90.2万1.8万股-2,565股-14.37%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#46$69.7万1.4万股$00股+1.4万股新买入
JDM Financial Group LLC
0.12%0.28%#22$62.8万1.2万股$72.5万1.4万股-1,975股-13.76%减仓
梯度投资Gradient Investments LLC
0.01%0.01%#40$61.4万1.2万股$60.9万1.2万股+42股+0.35%加仓
Oasis Advisors, LLC
0.37%#8$57.4万1.1万股$00股+1.1万股新买入
Plum Street Advisors, LLC
0.16%0.19%#16$50.1万9,880股$54.6万1.1万股-926股-8.57%减仓
Bridgewater Advisors Inc.
0.03%0.03%#29$49.5万9,826股$49.7万9,826股00.00%持仓不变
SmartHarvest Portfolios, LLC
0.14%0.18%#17$44.5万8,767股$44.3万8,767股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#56$44.3万8,727股$89.5万1.8万股-8,970股-50.69%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#42$43.8万8,637股$43.6万8,634股+3股+0.03%加仓
Impact Partnership Wealth, LLC
0.04%0.06%#27$43.0万8,471股$44.6万8,821股-350股-3.97%减仓
Benchmark Financial, LLC
0.34%0.35%#10$42.3万8,328股$39.2万7,758股+570股+7.35%加仓
ADAPT WEALTH ADVISORS, LLC
0.14%#18$41.5万8,173股$00股+8,173股新买入
Patriot Financial Group Insurance Agency, LLC
0.04%0.04%#28$36.6万7,204股$72.3万1.4万股-7,104股-49.65%减仓
FIDUCIENT ADVISORS LLC
0.05%0.04%#26$32.9万6,481股$32.6万6,440股+41股+0.64%加仓
Indivisible Partners
0.02%0.03%#35$30.4万5,994股$34.2万6,768股-774股-11.44%减仓
EVOLUTION WEALTH MANAGEMENT INC.
0.18%#15$29.9万5,894股$00股+5,894股新买入
Guild Investment Management, Inc.
0.19%0.2%#14$27.9万5,500股$27.8万5,500股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#57$23.8万4,687股$42.9万8,501股-3,814股-44.87%减仓
HRT金融HRT FINANCIAL LP
<0.01%#51$22.9万4,506股$00股+4,506股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#49$22.4万4,419股$22.2万4,394股+25股+0.57%加仓

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