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

MARW
持有机构数
48
机构合计市值 (Q2 2026)
$6,253.0万
机构合计股数 (Q2 2026)
173.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+15.3万股
21 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-17.4万股
15 · 1 清仓 · ≈
⚖️ 净额
-2.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,253.0万
持有机构数
48
新买入
9
加仓
12
减仓
14
清仓
1
持股不变
13
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
0.01%0.01%#23$837.4万23.2万股$802.1万23.5万股-3,397股-1.44%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#26$688.6万19.1万股$603.1万17.7万股+1.4万股+7.79%加仓
安联保险集团ALLIANZ SE
0.07%0.06%#9$684.1万18.9万股$527.3万15.5万股+3.5万股+22.48%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#39$670.5万18.6万股$639.3万18.8万股-1,841股-0.98%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#21$431.2万11.9万股$468.5万13.7万股-1.8万股-13.12%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#35$335.7万9.3万股$313.8万9.2万股+915股+0.99%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#40$219.2万6.1万股$208.6万6.1万股-486股-0.79%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#44$185.6万5.1万股$112.9万3.3万股+1.8万股+55.20%加仓
Forty-three Eighteen Advisors, LLC
1.24%1.33%#1$184.9万5.1万股$176.6万5.2万股-600股-1.16%减仓
Westshore Wealth, LLC
0.57%0.85%#2$184.1万5.1万股$240.9万7.1万股-2.0万股-27.84%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$159.2万4.4万股$132.2万3.9万股+5,308股+13.69%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#19$139.4万3.9万股$139.5万4.1万股-2,338股-5.71%减仓
Castle Rock Wealth Management, LLC
0.24%0.26%#5$124.7万3.5万股$118.4万3.5万股00.00%持仓不变
Spire 财富管理Spire Wealth Management
0.04%0.04%#15$120.6万3.3万股$131.1万3.8万股-5,044股-13.12%减仓
世界投资顾问World Investment Advisors
0.02%0.01%#18$116.0万3.2万股$91.6万2.7万股+5,258股+19.56%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#25$108.0万3.0万股$104.5万3.0万股-571股-1.87%减仓
PFG Advisors
0.05%0.05%#12$103.1万2.9万股$104.1万3.1万股-1,988股-6.51%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$102.9万2.8万股$91.8万2.7万股+1,575股+5.85%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#38$86.5万2.4万股$55.8万1.6万股+7,576股+46.25%加仓
JIM SAULNIER & ASSOCIATES, LLC
0.28%0.36%#4$70.8万2.0万股$73.6万2.2万股-1,990股-9.22%减仓
GTS FINANCIAL, LLC
0.47%0.51%#3$64.7万2.0万股$63.9万2.1万股-732股-3.55%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#32$47.1万1.3万股$44.5万1.3万股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
0.01%#27$46.4万1.3万股$00股+1.3万股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#36$42.9万1.2万股$6.0万1,753股+1.0万股+577.75%加仓
CENTAURUS FINANCIAL, INC.
0.02%0.03%#20$41.8万1.2万股$68.7万2.0万股-8,579股-42.55%减仓
Cypress Wealth Services, LLC
0.05%0.05%#13$39.9万1.1万股$37.7万1.1万股00.00%持仓不变
Focus Financial Network, Inc.
0.01%0.01%#22$39.2万1.1万股$37.0万1.1万股00.00%持仓不变
BCGM Wealth Management, LLC
0.08%0.09%#8$36.5万1.0万股$34.5万1.0万股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#28$36.4万1.0万股$00股+1.0万股新买入
First Heartland Consultants, Inc.
0.02%0.03%#16$35.6万9,872股$33.7万9,872股00.00%持仓不变
Fortis Capital Management LLC
0.04%0.03%#14$35.2万9,743股$33.2万9,743股00.00%持仓不变
FreeGulliver LLC
0.11%0.12%#6$31.3万8,677股$29.6万8,677股00.00%持仓不变
TAGStone Capital, Inc.
0.09%0.09%#7$27.3万7,554股$24.1万7,069股+485股+6.86%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
<0.01%<0.01%#34$23.9万6,632股$22.9万6,729股-97股-1.44%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#46$20.9万5,780股$00股+5,780股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#48$20.7万5,719股$00股+5,719股新买入
Joseph P. Lucia & Associates, LLC
0.06%#11$20.5万5,674股$00股+5,674股新买入
FOUNDERS FINANCIAL SECURITIES LLC
0.01%#24$20.1万5,555股$00股+5,555股新买入
Innovative Asset Advisors Group, LLC
0.07%#10$16.3万4,504股$00股+4,504股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#47$13.0万3,600股$12.3万3,600股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%<0.01%#30$11.4万3,158股$4.1万1,200股+1,958股+163.17%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#41$10.1万2,805股$9.4万2,759股+46股+1.67%加仓
Elevated Capital Advisors, LLC
0.02%#17$8.2万2,280股$00股+2,280股新买入
Capital Investment Advisory Services, LLC
<0.01%0.01%#31$7.7万2,129股$7.3万2,129股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#37$1.8万501股$1.7万501股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#43$8,341231股$7,875231股00.00%持仓不变
Financial Network Wealth Advisors LLC
0.01%0.01%#29$6,247173股$5,898173股00.00%持仓不变
Lloyd Advisory Services, LLC.
<0.01%#45$2537股$00股+7股新买入

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