13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF · 13F 机构持仓分析
期权收益计算器 机构排行
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ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF

AUGU
持有机构数
61
机构合计市值 (Q2 2026)
$1.15亿
机构合计股数 (Q2 2026)
340.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+14.9万股
21 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-35.7万股
29 · 8 清仓 · ≈
⚖️ 净额
-20.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.15亿
持有机构数
61
新买入
9
加仓
12
减仓
21
清仓
8
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#36$2,795.9万82.1万股$2,641.8万82.2万股-487股-0.06%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#28$1,281.4万37.6万股$1,274.2万39.6万股-2.0万股-5.03%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#33$981.7万28.8万股$905.9万28.2万股+6,526股+2.32%加仓
安联保险集团ALLIANZ SE
0.07%0.06%#15$683.7万20.1万股$527.0万16.4万股+3.7万股+22.50%加仓
ACCESS FINANCIAL SERVICES, INC.
1.79%1.9%#2$546.2万16.0万股$537.2万16.7万股-6,631股-3.97%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#53$403.2万11.8万股$349.8万10.9万股+9,623股+8.84%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.04%0.04%#20$370.3万11.7万股$336.0万11.8万股-1,561股-1.32%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#44$355.0万10.4万股$355.7万11.1万股-6,377股-5.76%减仓
Advisory Alpha, LLC
0.09%0.09%#14$353.5万10.4万股$345.0万10.7万股-3,483股-3.25%减仓
AMERICAN ASSET MANAGEMENT INC.
2.77%2.81%#1$339.7万10.0万股$323.3万10.1万股-785股-0.78%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#37$233.4万6.9万股$310.0万9.6万股-2.8万股-28.90%减仓
NBZ Investment Advisors LLC
0.89%0.9%#4$229.2万7.2万股$206.1万7.3万股-280股-0.39%减仓
PARK AVENUE SECURITIES LLC
0.01%0.02%#32$218.2万6.4万股$206.0万6.4万股00.00%持仓不变
GTS FINANCIAL, LLC
1.27%1.33%#3$174.4万5.7万股$167.7万5.8万股-1,338股-2.30%减仓
世界投资顾问World Investment Advisors
0.03%0.03%#22$173.4万5.1万股$161.4万5.0万股+734股+1.46%加仓
Savant资本Savant Capital, LLC
0.01%0.01%#39$172.0万5.4万股$153.7万5.4万股+143股+0.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#55$169.3万5.0万股$179.7万5.6万股-6,166股-11.03%减仓
Spire 财富管理Spire Wealth Management
0.04%0.08%#19$144.7万4.2万股$236.6万7.4万股-3.1万股-42.26%减仓
Castle Rock Wealth Management, LLC
0.27%0.28%#7$138.3万4.1万股$131.5万4.1万股-100股-0.25%减仓
PFG Advisors
0.06%0.06%#16$128.3万3.8万股$123.7万3.8万股-795股-2.07%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$107.4万3.2万股$72.8万2.3万股+8,914股+39.38%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.01%#27$104.1万3.1万股$84.5万2.6万股+4,294股+16.34%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.02%#31$101.6万3.0万股$98.2万3.1万股-702股-2.30%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#49$99.2万2.9万股$94.2万2.9万股-137股-0.47%减仓
Westshore Wealth, LLC
0.3%0.38%#6$98.2万2.9万股$108.6万3.4万股-4,958股-14.67%减仓
Focus Financial Network, Inc.
0.03%0.03%#23$89.9万2.6万股$83.0万2.6万股+593股+2.30%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%#59$88.0万2.8万股$00股+2.8万股新买入
Innovative Asset Advisors Group, LLC
0.32%#5$72.2万2.1万股$00股+2.1万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#52$71.7万2.1万股$67.8万2.1万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#41$64.0万1.9万股$66.5万2.1万股-1,886股-9.11%减仓
Stratos Wealth Advisors, LLC
0.03%0.03%#21$63.3万2.0万股$56.7万2.0万股00.00%持仓不变
Crown Wealth Group, LLC
0.16%0.17%#12$62.3万1.8万股$58.8万1.8万股00.00%持仓不变
Joseph P. Lucia & Associates, LLC
0.16%0.18%#11$54.1万1.6万股$51.1万1.6万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%0.01%#43$53.6万1.7万股$41.2万1.5万股+2,392股+16.48%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#50$45.8万1.3万股$43.1万1.3万股+47股+0.35%加仓
CENTAURUS FINANCIAL, INC.
0.01%0.02%#30$36.2万1.1万股$34.2万1.1万股00.00%持仓不变
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#47$31.8万9,337股$30.0万9,337股00.00%持仓不变
Forty-three Eighteen Advisors, LLC
0.21%0.22%#9$30.6万9,000股$28.9万9,000股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#38$29.8万8,754股$00股+8,754股新买入
Diligent Investors, LLC
0.06%0.07%#17$28.8万8,455股$26.5万8,255股+200股+2.42%加仓
Regatta Research & Money Management
0.27%#8$28.2万8,888股$00股+8,888股新买入
RED CRANE WEALTH MANAGEMENT, LLC
0.19%0.2%#10$25.4万7,451股$24.0万7,451股00.00%持仓不变
Allegheny Financial Group
0.03%0.03%#25$23.7万6,950股$22.3万6,950股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#51$23.7万6,947股$24.6万7,615股-668股-8.77%减仓
Grantvest Financial Group LLC
0.13%0.14%#13$23.0万6,768股$21.8万6,768股00.00%持仓不变
Ausdal Financial Partners, Inc.
0.01%0.01%#35$23.0万6,742股$21.7万6,742股00.00%持仓不变
GTS SECURITIES LLC
<0.01%0.01%#40$22.9万6,739股$21.7万6,739股00.00%持仓不变
Cypress Wealth Services, LLC
0.03%0.03%#24$21.7万6,372股$20.5万6,372股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#46$18.5万5,421股$00股+5,421股新买入
Lloyd Advisory Services, LLC.
0.06%#18$15.3万4,496股$00股+4,496股新买入

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