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WESTERN ASST INFLTN LKD INM · 13F 机构持仓分析
期权收益计算器 机构排行

WESTERN ASST INFLTN LKD INM

WIA
持有机构数
53
机构合计市值 (Q2 2026)
$1.00亿
机构合计股数 (Q2 2026)
1,231.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+107.3万股
16 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-48.7万股
20 · 4 清仓 · ≈
⚖️ 净额
+58.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.00亿
持有机构数
53
新买入
5
加仓
11
减仓
16
清仓
4
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
Karpus Management, Inc.
2.02%2.14%#1$7,031.5万864.9万股$6,743.9万834.6万股+30.2万股+3.62%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#23$397.7万48.9万股$392.3万48.6万股+3,605股+0.74%加仓
Atlas Wealth LLC
0.53%#3$374.1万46.0万股$00股+46.0万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#19$200.3万24.6万股$190.5万23.6万股+1.1万股+4.48%加仓
RHS Financial, LLC
0.76%0.77%#2$188.1万23.1万股$162.5万20.1万股+3.0万股+15.07%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#30$143.0万17.6万股$132.5万16.4万股+1.2万股+7.25%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#21$134.2万16.5万股$139.9万17.3万股-8,121股-4.69%减仓
Wakefield Asset Management LLLP
0.29%0.78%#4$128.3万15.8万股$293.3万36.3万股-20.5万股-56.54%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.02%#20$118.4万14.6万股$198.4万24.6万股-10.0万股-40.68%减仓
Focus Partners财富Focus Partners Wealth
<0.01%#32$108.2万13.3万股$00股+13.3万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#40$91.8万11.3万股$90.3万11.2万股+1,144股+1.02%加仓
PenderFund Capital Management Ltd.
0.11%0.13%#9$84.3万10.4万股$83.6万10.4万股00.00%持仓不变
达科他财富管理Dakota Wealth Management
0.02%0.02%#17$84.0万10.3万股$83.8万10.4万股-454股-0.44%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#44$80.0万9.8万股$77.3万9.6万股+2,807股+2.93%加仓
ROBERTS GLORE & CO INC /IL/
0.19%0.22%#5$78.7万9.7万股$79.6万9.9万股-1,738股-1.76%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$74.6万9.2万股$139.6万16.6万股-7.4万股-44.61%减仓
PFG 投资PFG Investments, LLC
0.02%#15$59.6万7.3万股$00股+7.3万股新买入
Aviance Capital Partners, LLC
0.06%0.07%#11$57.9万7.1万股$55.6万6.9万股+2,464股+3.58%加仓
Rock Point Advisors, LLC
0.13%0.14%#7$52.5万6.5万股$52.2万6.5万股00.00%持仓不变
Almitas Capital LLC
0.11%0.1%#10$46.1万5.7万股$45.8万5.7万股00.00%持仓不变
Matisse Capital
0.17%0.18%#6$43.3万5.3万股$43.0万5.3万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#43$36.2万4.5万股$27.0万3.3万股+1.1万股+33.33%加仓
GRACE & WHITE INC /NY
0.05%0.06%#13$33.4万4.1万股$33.2万4.1万股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.02%#18$31.4万3.9万股$31.2万3.9万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#48$30.5万3.8万股$35.3万4.4万股-6,128股-14.04%减仓
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
<0.01%<0.01%#38$27.3万3.4万股$27.1万3.4万股00.00%持仓不变
Mezzasalma Advisors, LLC
0.05%0.07%#14$26.7万3.3万股$27.6万3.4万股-1,375股-4.02%减仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.11%0.11%#8$25.3万3.1万股$25.4万3.1万股00.00%持仓不变
Quadcap Wealth Management, LLC
0.02%0.03%#16$22.2万2.7万股$23.2万2.9万股-1,425股-4.97%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$20.6万2.5万股$13.3万1.6万股+8,917股+54.20%加仓
&Partners&PARTNERS
<0.01%<0.01%#34$20.6万2.5万股$13.3万1.6万股+8,918股+54.21%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
<0.01%<0.01%#28$16.9万2.1万股$16.8万2.1万股00.00%持仓不变
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
<0.01%<0.01%#26$16.9万2.1万股$16.8万2.1万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$15.0万1.8万股$29.0万3.6万股-1.8万股-48.71%减仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#29$14.7万1.8万股$14.6万1.8万股00.00%持仓不变
UHLMANN PRICE SECURITIES, LLC
0.01%0.01%#24$14.5万1.8万股$14.4万1.8万股-39股-0.22%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$12.6万1.6万股$23.6万2.9万股-1.4万股-46.78%减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.01%0.01%#25$11.1万1.4万股$12.3万1.5万股-1,535股-10.08%减仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#33$10.5万1.3万股$32.5万4.0万股-2.7万股-67.79%减仓
MELFA WEALTH MANAGEMENT, INC.
0.05%0.06%#12$10.0万1.2万股$9.9万1.2万股00.00%持仓不变
SMITH, MOORE & CO.
0.01%0.01%#22$9.2万1.1万股$9.2万1.1万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#42$8.5万1.0万股$9.3万1.1万股-1,042股-9.08%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%#37$8.3万1.0万股$00股+1.0万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#39$4.2万5,200股$4.2万5,200股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$2.5万3,023股$3.1万3,867股-844股-21.83%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#27$2.2万2,695股$2.2万2,695股00.00%持仓不变
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#36$1.6万2,000股$1.6万2,000股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$1.6万1,987股$00股+1,987股新买入
Fortis Group Advisors, LLC
<0.01%<0.01%#31$7,041866股$6,997866股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#35$3,252400股$3,232400股00.00%持仓不变

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