13FBOX
HARTFORD SCHRODERS TAX-AWARE BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
H

HARTFORD SCHRODERS TAX-AWARE BOND ETF

HTAB
持有机构数
49
机构合计市值 (Q2 2026)
$2.38亿
机构合计股数 (Q2 2026)
1,240.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+78.1万股
27 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.9万股
19 · 3 清仓 · ≈
⚖️ 净额
+19.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.38亿
持有机构数
49
新买入
6
加仓
21
减仓
16
清仓
3
持股不变
6
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
CPC Advisors, LLC
5.56%6.22%#1$4,123.3万215.0万股$3,839.1万202.1万股+12.9万股+6.38%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#23$4,001.1万208.6万股$4,154.2万218.6万股-10.1万股-4.60%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#38$1,815.0万94.6万股$1,784.2万93.9万股+7,155股+0.76%加仓
LPL金融LPL Financial LLC
<0.01%0.01%#31$1,775.9万92.6万股$2,190.6万115.3万股-22.7万股-19.70%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#30$1,773.4万92.4万股$1,716.2万90.3万股+2.1万股+2.35%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#21$1,437.0万74.9万股$1,457.4万76.7万股-1.8万股-2.33%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#28$1,289.0万67.0万股$1,259.9万66.6万股+4,421股+0.66%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.06%0.08%#15$1,032.9万53.8万股$1,027.2万54.1万股-2,189股-0.40%减仓
YARGER WEALTH STRATEGIES, LLC
3.29%3.65%#2$917.0万48.0万股$907.6万47.8万股+2,426股+0.51%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$619.5万32.3万股$555.9万29.3万股+3.0万股+10.40%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#26$613.0万32.0万股$589.0万31.0万股+9,578股+3.09%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#22$604.2万31.5万股$480.7万25.3万股+6.2万股+24.49%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.08%#10$507.6万26.5万股$00股+26.5万股新买入
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.17%0.18%#6$474.4万24.7万股$461.6万24.0万股+7,072股+2.94%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.07%0.08%#12$357.8万18.7万股$394.1万20.7万股-2.1万股-10.06%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#45$342.7万17.9万股$52.3万2.8万股+15.1万股+548.80%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$312.9万16.3万股$306.7万16.1万股+1,689股+1.05%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#43$219.2万11.4万股$227.8万12.0万股-5,623股-4.69%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#25$189.2万9.8万股$178.0万9.4万股+4,605股+4.92%加仓
Element Wealth, LLC
0.69%0.76%#3$183.4万9.6万股$183.8万9.7万股-1,142股-1.18%减仓
IAG Wealth Partners, LLC
0.16%0.24%#7$165.3万8.6万股$216.2万11.4万股-2.8万股-24.28%减仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#36$127.3万6.6万股$75.1万4.0万股+2.7万股+67.89%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#40$79.6万4.1万股$79.3万4.2万股-269股-0.64%减仓
Stonebridge Financial Group, LLC
0.05%0.05%#17$61.6万3.2万股$61.0万3.2万股00.00%持仓不变
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#33$59.8万3.1万股$58.9万3.1万股+170股+0.55%加仓
Patriot Financial Group Insurance Agency, LLC
0.06%0.07%#14$59.0万3.1万股$122.3万6.4万股-3.4万股-52.20%减仓
Leelyn Smith, LLC
0.07%0.08%#13$55.1万2.9万股$56.0万2.9万股-716股-2.43%减仓
WEST MICHIGAN ADVISORS, LLC
0.12%0.12%#9$54.6万2.9万股$54.6万2.9万股00.00%持仓不变
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.02%0.03%#20$50.7万2.6万股$38.3万2.0万股+6,269股+31.11%加仓
&Partners&PARTNERS
<0.01%<0.01%#34$49.6万2.6万股$42.2万2.2万股+3,636股+16.37%加仓
LifeGoal Investments, LLC
0.22%0.28%#4$48.7万2.5万股$49.7万2.6万股-657股-2.52%减仓
USAdvisors Wealth Management, LLC
0.14%0.15%#8$48.1万2.5万股$44.1万2.3万股+1,765股+7.57%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#24$47.5万2.5万股$47.0万2.5万股+42股+0.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#42$36.4万1.9万股$96.8万5.1万股-3.2万股-62.72%减仓
Opal Wealth Advisors, LLC
0.08%0.08%#11$35.6万1.9万股$34.1万1.8万股+633股+3.53%加仓
Keystone Financial Services, LLC
0.2%0.28%#5$33.8万1.8万股$42.3万2.2万股-4,677股-20.99%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#27$32.8万1.7万股$00股+1.7万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#44$30.3万1.6万股$34.2万1.8万股-2,182股-12.12%减仓
Amplius Wealth Advisors, LLC
0.02%0.05%#19$26.0万1.4万股$54.4万2.9万股-1.5万股-52.53%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#41$24.6万1.3万股$00股+1.3万股新买入
Fermata Advisors, LLC
0.05%0.05%#18$22.3万1.2万股$22.1万1.2万股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%#37$21.1万1.1万股$00股+1.1万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#39$13.8万7,202股$12.6万6,624股+578股+8.73%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#46$11.6万6,038股$11.5万6,038股00.00%持仓不变
PlanVest Financial, Inc
0.05%0.05%#16$7.0万3,668股$7.0万3,668股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$5.9万3,080股$2,395125股+2,955股+2,364.00%加仓
Westside Investment Management, Inc.
0.01%0.01%#29$3.8万2,000股$3.8万2,000股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#47$2.3万1,216股$00股+1,216股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#48$6,368332股$00股+332股新买入

🧭 机构资金流板块热力图

净流出 净流入