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

OCTU
持有机构数
93
机构合计市值 (Q2 2026)
$2.98亿
机构合计股数 (Q2 2026)
741.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+56.9万股
30 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-448.2万股
69 · 30 清仓 · ≈
⚖️ 净额
-391.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.98亿
持有机构数
93
新买入
13
加仓
17
减仓
39
清仓
30
持股不变
24
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
LPL金融LPL Financial LLC
0.02%0.02%#48$9,049.9万221.2万股$8,727.1万226.9万股-5.6万股-2.49%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#35$4,664.4万114.0万股$4,437.8万115.4万股-1.3万股-1.16%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#70$2,079.9万50.8万股$1,798.4万46.7万股+4.1万股+8.75%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#77$1,019.4万24.9万股$749.9万19.5万股+5.4万股+27.83%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.04%#41$941.4万23.0万股$939.3万24.4万股-1.4万股-5.75%减仓
CENTAURUS FINANCIAL, INC.
0.34%0.4%#13$887.0万21.7万股$839.6万21.8万股-1,439股-0.66%减仓
Advyzon Investment Management, LLC
0.62%0.45%#8$847.9万20.7万股$504.3万13.1万股+7.6万股+58.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#58$775.9万19.0万股$758.7万19.7万股-7,559股-3.83%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#66$755.6万18.5万股$757.9万19.7万股-1.2万股-6.25%减仓
安联保险集团ALLIANZ SE
0.07%0.06%#31$684.3万16.7万股$525.1万13.6万股+3.1万股+22.55%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.07%0.07%#32$626.7万20.6万股$575.7万20.9万股-2,544股-1.22%减仓
Guardian Capital, LLC
4.57%3.66%#1$558.9万13.7万股$382.8万9.9万股+3.7万股+37.32%加仓
Forty-three Eighteen Advisors, LLC
3.22%3.4%#2$479.1万11.7万股$452.1万11.8万股-415股-0.35%减仓
世界投资顾问World Investment Advisors
0.06%0.05%#34$362.8万8.9万股$310.0万8.1万股+8,116股+10.07%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#65$359.5万8.8万股$50.8万1.3万股+7.5万股+565.52%加仓
Ausdal Financial Partners, Inc.
0.14%0.08%#23$349.9万8.6万股$177.9万4.6万股+3.9万股+84.95%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.43%0.51%#11$347.1万8.5万股$354.9万9.2万股-7,427股-8.05%减仓
Spire 财富管理Spire Wealth Management
0.09%0.1%#29$309.2万7.6万股$304.2万7.9万股-3,480股-4.40%减仓
Elevation Wealth Management LLC
2.1%2.45%#3$281.2万6.9万股$267.3万6.9万股-730股-1.05%减仓
Compass Advisory Group LLC
0.64%0.7%#6$270.5万6.6万股$260.0万6.8万股-1,473股-2.18%减仓
Elevated Capital Advisors, LLC
0.69%1.17%#5$250.3万6.1万股$464.8万12.1万股-6.0万股-49.37%减仓
Long Island Wealth Management, Inc.
1.02%1.08%#4$247.6万6.1万股$232.8万6.1万股00.00%持仓不变
USA FINANCIAL FORMULAS
0.43%#12$235.8万7.8万股$00股+7.8万股新买入
PFG Advisors
0.11%0.1%#27$211.5万5.2万股$203.6万5.3万股-1,217股-2.30%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#73$186.4万4.6万股$178.4万4.6万股-820股-1.77%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$161.8万4.0万股$34.5万8,976股+3.1万股+340.69%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.03%#46$154.4万3.8万股$178.7万4.6万股-8,715股-18.76%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.02%#56$133.9万4.4万股$176.3万6.4万股-2.0万股-31.05%减仓
Savant资本Savant Capital, LLC
<0.01%0.01%#74$131.6万4.3万股$119.4万4.3万股00.00%持仓不变
SECURED RETIREMENT ADVISORS, LLC
0.59%0.6%#10$115.9万2.8万股$105.6万2.7万股+877股+3.20%加仓
顶峰金融Summit Financial, LLC
0.01%#55$106.1万2.6万股$00股+2.6万股新买入
AE财富管理AE Wealth Management LLC
<0.01%0.46%#72$104.5万2.6万股$8,555.6万222.4万股-219.8万股-98.85%减仓
BIP Wealth, LLC
0.03%0.04%#42$91.3万2.2万股$89.8万2.3万股-1,038股-4.45%减仓
Midwest Financial Network, LLC
0.61%0.77%#9$88.8万2.2万股$96.4万2.5万股-3,363股-13.42%减仓
Strategic Blueprint, LLC
0.04%0.05%#39$85.8万2.1万股$80.7万2.1万股00.00%持仓不变
Castle Rock Wealth Management, LLC
0.16%0.17%#19$80.9万2.0万股$76.4万2.0万股00.00%持仓不变
Arax顾问Arax Advisory Partners
0.01%0.01%#71$79.7万2.6万股$42.7万1.5万股+1.1万股+69.63%加仓
Cypress Wealth Services, LLC
0.1%0.1%#28$77.6万2.5万股$70.4万2.5万股00.00%持仓不变
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#60$73.5万1.8万股$71.7万1.8万股00.00%持仓不变
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#40$69.9万1.7万股$62.4万1.6万股+873股+5.38%加仓
Regatta Research & Money Management
0.63%#7$66.5万2.2万股$00股+2.2万股新买入
Westshore Wealth, LLC
0.18%0.2%#16$59.4万1.5万股$55.8万1.5万股00.00%持仓不变
Focus Financial Network, Inc.
0.02%0.02%#49$59.2万1.4万股$55.5万1.4万股+46股+0.32%加仓
Certified Advisory Corp
0.05%0.05%#38$57.3万1.4万股$54.8万1.4万股-250股-1.75%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#57$54.9万1.3万股$00股+1.3万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#61$54.1万1.3万股$50.6万1.3万股+68股+0.52%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#88$53.8万1.8万股$113.4万2.9万股-1.2万股-40.00%减仓
GTS FINANCIAL, LLC
0.34%0.35%#14$46.2万1.2万股$43.9万1.2万股00.00%持仓不变
NBZ Investment Advisors LLC
0.17%0.17%#18$42.4万1.4万股$39.5万1.4万股-396股-2.77%减仓
Stirlingshire Investments, Inc.
0.31%0.36%#15$41.7万1.0万股$40.7万1.1万股-381股-3.60%减仓

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