13FBOX
BONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
B

BONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETF

XFIV
持有机构数
60
机构合计市值 (Q2 2026)
$3.50亿
机构合计股数 (Q2 2026)
718.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+72.5万股
38 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-151.4万股
23 · 4 清仓 · ≈
⚖️ 净额
-78.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.50亿
持有机构数
60
新买入
19
加仓
19
减仓
19
清仓
4
持股不变
3
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
Municipal Employees' Retirement System of Michigan
0.72%0.74%#8$6,486.7万133.3万股$6,550.7万133.3万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#35$4,526.6万93.0万股$4,777.5万97.2万股-4.2万股-4.32%减仓
梯度投资Gradient Investments LLC
0.37%1.14%#14$2,675.5万55.0万股$7,340.8万149.3万股-94.4万股-63.19%减仓
Kestra投资管理Kestra Investment Management, LLC
0.49%0.54%#13$2,516.9万51.7万股$3,146.0万64.0万股-12.3万股-19.21%减仓
Donoghue Forlines LLC
5.9%7.38%#1$2,359.4万48.5万股$2,667.3万54.3万股-5.8万股-10.67%减仓
Capital Investment Counsel, LLC
2.75%2.71%#3$2,220.5万45.6万股$1,981.3万40.3万股+5.3万股+13.17%加仓
AE财富管理AE Wealth Management LLC
0.09%0.11%#19$2,028.4万41.7万股$2,047.0万41.6万股+281股+0.07%加仓
Nemes Rush Group LLC
1.66%1.64%#4$2,011.2万41.3万股$1,730.8万35.2万股+6.1万股+17.35%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#46$1,676.3万34.4万股$2,070.5万42.1万股-7.7万股-18.24%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#41$1,473.6万30.3万股$1,139.0万23.2万股+7.1万股+30.66%加仓
ARVEST INVESTMENTS, INC.
1.43%#5$1,182.4万24.3万股$00股+24.3万股新买入
Meridian 财富管理Meridian Wealth Management, LLC
0.3%0.34%#15$969.1万19.9万股$962.9万19.6万股+3,215股+1.64%加仓
Viaable, LLC
4.85%#2$584.8万12.0万股$00股+12.0万股新买入
WESPAC Advisors SoCal, LLC
0.64%0.73%#9$368.2万7.6万股$341.2万6.9万股+6,234股+8.98%加仓
Financial Guidance Group, Inc.
1.22%1.51%#7$325.6万6.7万股$376.0万7.6万股-9,612股-12.57%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.02%0.03%#24$325.6万6.7万股$376.0万7.6万股-9,612股-12.57%减仓
Mattson Financial Services, LLC
0.64%1.87%#11$310.7万6.4万股$784.0万15.9万股-9.5万股-59.74%减仓
ALPS顾问ALPS ADVISORS INC
0.01%0.01%#29$280.6万5.8万股$281.9万5.7万股+310股+0.54%加仓
Inspire Advisors, LLC
0.18%0.22%#18$259.0万5.3万股$274.3万5.6万股-2,591股-4.64%减仓
Janney Montgomery Scott LLC
<0.01%0.01%#39$246.3万5.1万股$241.5万4.9万股+1,488股+3.03%加仓
S&A Financial Services, Inc.
1.37%1.32%#6$224.7万4.6万股$192.4万3.9万股+7,026股+17.95%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#42$183.9万3.8万股$00股+3.8万股新买入
Brown Financial Advisors
0.64%1.85%#10$183.4万3.8万股$489.5万10.0万股-6.2万股-62.17%减仓
Blume Capital Management, Inc.
0.25%0.3%#17$169.8万3.5万股$174.6万3.6万股-625股-1.76%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%#38$156.9万3.2万股$00股+3.2万股新买入
Purpose Unlimited Inc.
0.05%0.02%#22$137.4万2.8万股$40.2万8,178股+2.0万股+245.35%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#51$119.8万2.5万股$118.7万2.4万股+467股+1.93%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#31$117.9万2.4万股$94.6万1.9万股+4,968股+25.81%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#26$112.1万2.3万股$117.2万2.4万股-820股-3.44%减仓
Paladin Wealth, LLC
0.62%1.79%#12$107.4万2.2万股$260.2万5.3万股-3.1万股-58.32%减仓
Strait & Sound Wealth Management LLC
0.28%0.09%#16$78.7万1.6万股$25.0万5,076股+1.1万股+218.34%加仓
Global Assets Advisory, LLC
0.01%0.01%#32$59.2万1.2万股$59.4万1.2万股00.00%持仓不变
Atria投资Atria Investments, Inc
0.01%#37$58.2万1.2万股$00股+1.2万股新买入
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#28$57.0万1.2万股$55.1万1.1万股+493股+4.40%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%#54$47.8万9,810股$00股+9,810股新买入
WealthPlan Investment Management, LLC
0.02%0.02%#25$44.6万9,171股$44.8万9,123股+48股+0.53%加仓
Kovack Advisors, Inc.
0.02%#27$43.6万8,950股$00股+8,950股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#48$41.7万8,573股$39.3万7,994股+579股+7.24%加仓
Sigma Planning Corp
0.01%0.01%#33$37.6万7,732股$37.5万7,638股+94股+1.23%加仓
Spectrum Financial Alliance Ltd LLC
0.06%0.07%#20$37.6万7,731股$38.0万7,731股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#56$23.7万4,862股$00股+4,862股新买入
Able Wealth Management LLC
0.05%0.14%#23$22.5万4,625股$52.6万1.1万股-6,070股-56.76%减仓
CAPITAL WEALTH MANAGEMENT, LLC
0.05%#21$22.2万4,565股$00股+4,565股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#55$20.6万4,224股$00股+4,224股新买入
CENTAURUS FINANCIAL, INC.
<0.01%<0.01%#40$10.3万2,120股$10.3万2,099股+21股+1.00%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#45$8.2万1,675股$00股+1,675股新买入
Arax顾问Arax Advisory Partners
<0.01%#49$7.8万1,596股$00股+1,596股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#57$6.1万1,260股$7.5万1,533股-273股-17.81%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#53$5.7万1,178股$5.9万1,208股-30股-2.48%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#58$3.3万679股$3,26966股+613股+928.79%加仓

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