13FBOX
WESTERN ASSET DIVERSIFIED IN · 13F 机构持仓分析
期权收益计算器 机构排行
W

WESTERN ASSET DIVERSIFIED IN

WDI
持有机构数
68
机构合计市值 (Q2 2026)
$1.56亿
机构合计股数 (Q2 2026)
1,147.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+35.8万股
42 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-99.0万股
25 · 8 清仓 · ≈
⚖️ 净额
-63.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.56亿
持有机构数
68
新买入
10
加仓
32
减仓
17
清仓
8
持股不变
9
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#26$5,897.3万434.9万股$6,887.8万468.2万股-33.3万股-7.12%减仓
Penserra Capital Management LLC
0.15%0.22%#3$1,992.0万146.9万股$1,899.0万141.3万股+5.6万股+3.97%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#35$1,281.9万94.5万股$1,295.7万96.4万股-1.9万股-1.94%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#32$1,007.4万74.3万股$923.2万68.7万股+5.6万股+8.15%加仓
Hennion & Walsh Asset Management, Inc.
0.18%0.21%#2$645.4万47.6万股$637.0万47.4万股+2,011股+0.42%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#50$597.4万44.1万股$574.4万42.7万股+1.3万股+3.08%加仓
COHEN & STEERS, INC.
0.01%0.01%#21$370.2万27.3万股$366.9万27.3万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#29$354.8万26.2万股$335.4万25.0万股+1.2万股+4.83%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#47$331.8万24.5万股$326.8万24.3万股+1,550股+0.64%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.02%#12$321.4万23.7万股$295.0万21.9万股+1.8万股+8.01%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#45$314.4万23.2万股$330.3万24.6万股-1.4万股-5.66%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#38$262.3万19.3万股$244.3万18.2万股+1.2万股+6.43%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#59$255.4万18.8万股$236.7万18.1万股+7,123股+3.93%加仓
&Partners&PARTNERS
0.01%0.02%#17$250.8万18.5万股$322.4万24.0万股-5.5万股-22.90%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#37$111.3万8.2万股$110.3万8.2万股00.00%持仓不变
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#36$110.1万8.1万股$98.4万7.3万股+8,000股+10.93%加仓
顾问资产管理Advisors Asset Management, Inc.
0.02%0.04%#14$102.1万7.5万股$242.0万18.0万股-10.5万股-58.21%减仓
景顺Invesco Ltd.
<0.01%<0.01%#62$96.2万7.1万股$144.9万10.8万股-3.7万股-34.19%减仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#18$88.9万6.6万股$80.1万6.0万股+5,963股+10.00%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#33$87.3万6.4万股$49.9万3.7万股+2.7万股+73.31%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#44$82.4万6.1万股$70.4万5.2万股+8,376股+15.99%加仓
Bramshill Investments, LLC
0.05%0.05%#7$64.3万4.7万股$63.0万4.7万股+520股+1.11%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#42$64.2万4.7万股$61.5万4.6万股+1,532股+3.35%加仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.03%0.03%#8$61.6万4.6万股$61.6万4.6万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#63$51.1万3.8万股$50.6万3.8万股-27股-0.07%减仓
EVOLVE PRIVATE WEALTH, LLC
0.03%0.03%#9$46.2万3.4万股$50.8万3.8万股-3,687股-9.76%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#34$45.2万3.3万股$43.9万3.3万股+633股+1.94%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$41.4万3.1万股$39.2万2.9万股+1,338股+4.58%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%#51$39.3万2.9万股$00股+2.9万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%#64$38.5万2.8万股$00股+2.8万股新买入
Closed-End Fund Advisors, Inc.
0.33%0.33%#1$34.3万2.5万股$32.9万2.4万股+822股+3.36%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#30$33.1万2.4万股$30.6万2.3万股+1,626股+7.14%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#39$32.5万2.4万股$36.3万2.7万股-3,000股-11.11%减仓
COFG Advisors, LLC
0.05%0.07%#6$30.5万2.2万股$29.2万2.2万股+717股+3.30%加仓
XTX资本XTX Topco Ltd
<0.01%#25$30.3万2.2万股$00股+2.2万股新买入
Centurion Wealth Management LLC
0.07%0.07%#5$29.3万2.2万股$29.0万2.2万股+80股+0.37%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$27.2万2.0万股$23.5万1.8万股+2,530股+14.44%加仓
Shaker Financial Services, LLC
0.08%0.71%#4$26.6万2.0万股$203.6万15.1万股-13.2万股-87.07%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$26.1万1.9万股$19.6万1.5万股+4,684股+32.20%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#40$21.7万1.6万股$20.8万1.5万股+506股+3.27%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#27$20.4万1.5万股$00股+1.5万股新买入
WEDBUSH SECURITIES INC
0.01%0.01%#23$19.8万1.5万股$30.4万2.3万股-8,000股-35.38%减仓
SeaCrest Wealth Management, LLC
0.02%0.02%#10$19.7万1.5万股$20.9万1.6万股-1,054股-6.76%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#67$19.5万1.4万股$19.5万1.5万股-127股-0.87%减仓
MarinerMariner, LLC
<0.01%<0.01%#55$18.2万1.3万股$18.9万1.4万股-939股-6.55%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#49$17.0万1.3万股$17.9万1.3万股-781股-5.87%减仓
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
0.01%0.01%#19$16.1万1.2万股$15.9万1.2万股00.00%持仓不变
Sovran Advisors, LLC
0.01%0.01%#15$15.5万1.2万股$15.0万1.1万股+1,150股+10.73%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#41$15.3万1.1万股$14.4万1.1万股+514股+4.78%加仓
Focus Financial Network, Inc.
<0.01%#24$14.4万1.1万股$00股+1.1万股新买入

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