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

JULU
持有机构数
82
机构合计市值 (Q2 2026)
$2.42亿
机构合计股数 (Q2 2026)
621.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+179.2万股
36 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-239.1万股
55 · 28 清仓 · ≈
⚖️ 净额
-60.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.42亿
持有机构数
82
新买入
15
加仓
21
减仓
27
清仓
28
持股不变
19
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.07%#33$4,982.6万122.1万股$4,936.6万127.2万股-5.1万股-4.03%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.23%#18$2,221.0万69.2万股$00股+69.2万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#59$1,690.7万41.4万股$381.3万9.8万股+31.6万股+321.56%加仓
GTS FINANCIAL, LLC
9.65%1.63%#1$1,322.6万35.6万股$205.9万6.0万股+29.6万股+495.50%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#65$1,174.4万28.8万股$983.0万25.3万股+3.4万股+13.59%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#52$1,087.2万26.6万股$1,001.4万25.8万股+8,326股+3.23%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#55$940.5万23.0万股$886.6万22.8万股+1,953股+0.85%加仓
Advyzon Investment Management, LLC
0.62%0.44%#8$850.4万20.8万股$495.5万12.8万股+8.1万股+63.18%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.04%#39$845.0万26.3万股$751.8万26.3万股00.00%持仓不变
安联保险集团ALLIANZ SE
0.07%0.06%#30$685.9万16.8万股$533.3万13.7万股+3.1万股+22.30%加仓
AMERICAN ASSET MANAGEMENT INC.
4.97%5.09%#2$609.0万14.9万股$586.1万15.1万股-1,807股-1.20%减仓
Guardian Capital, LLC
4.57%3.53%#3$558.6万13.7万股$369.1万9.5万股+4.2万股+43.90%加仓
世界投资顾问World Investment Advisors
0.09%0.07%#27$532.5万13.0万股$453.2万11.7万股+1.4万股+11.72%加仓
Long Island Wealth Management, Inc.
2.06%2.21%#4$499.9万12.2万股$475.6万12.3万股-78股-0.06%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#50$461.1万11.3万股$570.1万14.7万股-3.4万股-23.10%减仓
CENTAURUS FINANCIAL, INC.
0.14%0.35%#22$371.6万9.1万股$735.0万18.9万股-9.8万股-51.93%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.04%0.04%#38$362.2万11.3万股$329.2万11.5万股-2,449股-2.12%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#56$349.9万8.6万股$315.2万8.1万股+4,503股+5.54%加仓
Ausdal Financial Partners, Inc.
0.14%0.08%#23$346.7万8.5万股$173.1万4.5万股+4.0万股+90.46%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#75$345.5万8.5万股$44.4万1.1万股+7.3万股+640.63%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#72$308.5万7.6万股$287.2万7.4万股+1,572股+2.12%加仓
BIP Wealth, LLC
0.07%0.1%#31$253.6万6.2万股$255.1万6.6万股-3,593股-5.47%减仓
USA FINANCIAL FORMULAS
0.44%#12$239.5万7.5万股$00股+7.5万股新买入
Elevated Capital Advisors, LLC
0.55%0.94%#10$198.6万4.9万股$372.0万9.6万股-4.7万股-49.23%减仓
Compass Advisory Group LLC
0.44%0.48%#11$186.9万4.6万股$177.7万4.6万股00.00%持仓不变
RFG顾问RFG Advisory, LLC
0.03%0.05%#43$169.5万4.2万股$275.5万7.1万股-2.9万股-41.51%减仓
WEALTHGARDEN F.S. LLC
0.83%0.95%#6$146.1万3.6万股$138.9万3.6万股-10股-0.03%减仓
Aegis Wealth Management, Inc.
0.91%1.06%#5$141.2万3.5万股$135.1万3.5万股-213股-0.61%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%0.03%#48$138.7万3.4万股$140.8万3.5万股-1,000股-2.85%减仓
IFP顾问IFP Advisors, Inc
0.02%0.03%#44$128.8万3.2万股$122.3万3.2万股+50股+0.16%加仓
Forty-three Eighteen Advisors, LLC
0.76%0.81%#7$113.6万2.8万股$108.0万2.8万股00.00%持仓不变
Focus Financial Network, Inc.
0.03%0.04%#40$111.7万2.7万股$105.7万2.7万股+122股+0.45%加仓
Cypress Wealth Services, LLC
0.13%0.15%#24$109.6万2.7万股$104.2万2.7万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.02%#51$101.2万2.5万股$102.2万2.6万股-1,540股-5.85%减仓
Castle Rock Wealth Management, LLC
0.2%0.21%#19$100.3万2.5万股$96.0万2.5万股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#47$97.5万2.4万股$00股+2.4万股新买入
Midwest Financial Network, LLC
0.61%0.77%#9$88.7万2.2万股$97.1万2.5万股-3,277股-13.10%减仓
Joseph P. Lucia & Associates, LLC
0.24%0.25%#17$81.2万2.0万股$68.7万1.8万股+2,200股+12.43%加仓
AE财富管理AE Wealth Management LLC
<0.01%0.17%#64$75.6万1.9万股$3,171.6万81.7万股-79.9万股-97.73%减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#41$71.1万1.7万股$64.3万1.7万股+841股+5.07%加仓
Spire 财富管理Spire Wealth Management
0.02%0.02%#45$65.3万1.6万股$72.4万1.9万股-2,667股-14.29%减仓
NBZ Investment Advisors LLC
0.25%0.25%#16$65.1万2.0万股$58.4万2.0万股-154股-0.75%减仓
Grantvest Financial Group LLC
0.36%0.39%#13$62.4万1.5万股$60.3万1.6万股-250股-1.61%减仓
Clear Point Advisors Inc.
0.05%0.07%#37$59.8万1.5万股$59.8万1.5万股00.00%持仓不变
PFG Advisors
0.03%0.03%#42$59.7万1.5万股$56.3万1.5万股+122股+0.84%加仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#63$58.0万1.8万股$51.6万1.8万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%0.01%#62$55.5万1.7万股$42.2万1.5万股+2,537股+17.17%加仓
Advisory Solutions Group, LLC
0.18%#20$52.1万1.3万股$00股+1.3万股新买入
Transcendent Capital Group LLC
0.17%0.19%#21$43.1万1.3万股$41.9万1.5万股-1,237股-8.43%减仓
Stirlingshire Investments, Inc.
0.31%0.36%#14$41.7万1.0万股$40.8万1.1万股-301股-2.86%减仓

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