13FBOX
FLEXSHARES TR · 13F 机构持仓分析
期权收益计算器 机构排行
F

FLEXSHARES TR

ESG
持有机构数
57
机构合计市值 (Q2 2026)
$5,123.3万
机构合计股数 (Q2 2026)
29.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.1万股
21 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.9万股
19 · 3 清仓 · ≈
⚖️ 净额
-2.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,123.3万
持有机构数
57
新买入
9
加仓
12
减仓
16
清仓
3
持股不变
20
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
LPL金融LPL Financial LLC
<0.01%<0.01%#29$966.8万5.5万股$834.0万5.5万股+33股+0.06%加仓
Olde Wealth Management, LLC
1.62%1.59%#1$573.1万3.3万股$503.5万3.3万股-580股-1.75%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$398.0万2.3万股$288.5万1.9万股+3,628股+19.08%加仓
FIRST UNITED BANK & TRUST
0.87%0.93%#2$304.1万1.7万股$287.2万1.9万股-1,631股-8.62%减仓
RVW Wealth, LLC
0.19%0.19%#9$282.3万1.6万股$243.5万1.6万股+9股+0.06%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#45$242.0万1.4万股$307.3万2.0万股-6,163股-30.92%减仓
Monument Group Wealth Advisors, LLC
0.8%0.2%#3$169.5万9,630股$36.1万2,378股+7,252股+304.96%加仓
Roof Eidam Maycock Peralta, LLC
0.31%0.31%#7$158.8万9,034股$137.1万9,034股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#43$138.1万7,858股$206.5万1.4万股-5,750股-42.25%减仓
SGL Investment Advisors, Inc.
0.43%0.44%#5$124.5万6,827股$118.3万6,945股-118股-1.70%减仓
Horizon投资Horizon Investments, LLC
0.01%0.02%#19$108.2万6,155股$190.6万1.3万股-6,405股-51.00%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.06%0.05%#15$108.2万6,155股$97.2万6,135股+20股+0.33%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#28$106.4万6,052股$91.8万6,051股+1股+0.02%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$98.9万5,627股$92.3万6,084股-457股-7.51%减仓
Well Done, LLC
0.12%0.12%#10$90.8万5,164股$78.4万5,164股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#50$82.0万4,665股$72.2万4,757股-92股-1.93%减仓
Curry Webb Wealth Management LLC
0.33%0.32%#6$78.7万4,480股$67.6万4,457股+23股+0.52%加仓
平行顾问Parallel Advisors, LLC
0.01%0.01%#17$78.7万4,477股$67.9万4,477股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#42$77.4万4,403股$70.1万4,619股-216股-4.68%减仓
Gilbert Capital Group, Inc.
0.53%0.52%#4$75.5万4,295股$67.9万4,476股-181股-4.04%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.01%#20$70.3万4,000股$60.7万4,000股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#44$63.8万3,627股$55.9万3,682股-55股-1.49%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#38$62.4万3,551股$53.9万3,551股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#52$62.1万3,531股$27.8万1,834股+1,697股+92.53%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$60.8万3,458股$49.8万3,279股+179股+5.46%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%<0.01%#30$53.8万3,060股$46.4万3,060股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#49$48.9万2,782股$203.3万1.3万股-1.1万股-79.24%减仓
INTERACTIVE FINANCIAL ADVISORS, INC.
0.29%0.33%#8$46.9万2,702股$50.6万3,337股-635股-19.03%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%#31$40.7万2,314股$00股+2,314股新买入
Dynamic Advisor Solutions LLC
0.01%0.01%#18$40.2万2,287股$34.3万2,258股+29股+1.28%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#51$37.6万2,140股$32.5万2,140股00.00%持仓不变
NovaPoint Capital, LLC
0.08%#13$36.4万2,073股$00股+2,073股新买入
咨询服务网络Advisory Services Network, LLC
<0.01%<0.01%#24$35.8万2,038股$26.4万1,737股+301股+17.33%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#41$31.6万1,800股$27.3万1,800股00.00%持仓不变
Milestone Investment Advisors LLC
0.07%0.06%#14$30.6万1,743股$26.8万1,763股-20股-1.13%减仓
Empire Financial Management Company, LLC
0.1%0.05%#11$25.9万1,474股$23.0万1,514股-40股-2.64%减仓
Values Added Financial LLC
0.08%#12$22.3万1,270股$00股+1,270股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#36$21.2万1,208股$00股+1,208股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#27$16.7万950股$00股+950股新买入
Caldwell Trust Co
0.01%0.01%#23$6.9万395股$6.0万395股00.00%持仓不变
Go Invest LLC
0.02%#16$6.9万391股$00股+391股新买入
Ameritas Investment Partners, Inc.
<0.01%<0.01%#32$6.6万375股$5.7万375股00.00%持仓不变
Wealth Enhancement Trust Services, Inc.
0.01%0.01%#22$6.2万392股$5.9万392股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#39$6.0万343股$4.5万293股+50股+17.06%加仓
CVA Family Office, LLC
<0.01%<0.01%#25$4.0万225股$3.4万225股00.00%持仓不变
TOMPKINS FINANCIAL CORP
<0.01%<0.01%#26$3.8万217股$3.3万217股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#35$3.3万186股$2.8万186股00.00%持仓不变
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#46$3.0万171股$2.6万171股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#47$2.0万115股$1.7万115股00.00%持仓不变
Sunrise Financial Services, LLC
0.01%0.01%#21$1.6万91股$1.4万91股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入