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嘉信·US · 13F 机构持仓分析
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嘉信·US

SCHWAB USSCHX
持有机构数
2154
机构合计市值 (Q2 2026)
$533.84亿
机构合计股数 (Q2 2026)
18.09亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+1.52亿股
增持机构 1,100 · 其中新买入 199
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-7,596.0万股
减持机构 850 · 其中清仓 93
估算卖出金额
⚖️ 净股数变动
+7,619.5万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$533.84亿
持有机构数
2154
新买入
199
加仓
901
减仓
757
清仓
93
持股不变
297
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
美国合众银行US BANCORP \DE\
5.66%4.66%#141$51.82亿1.76亿股$38.37亿1.49亿股+2,689.5万股+18.00%加仓
Empower咨询集团Empower Advisory Group, LLC
6.84%6.46%#103$28.65亿9,442.5万股$24.88亿9,008.1万股+434.4万股+4.82%加仓
Creative Planning财富管理Creative Planning
1.55%1.58%#419$26.46亿8,868.8万股$23.24亿8,978.5万股-109.7万股-1.22%减仓
SEI投资SEI INVESTMENTS CO
1.58%1.46%#412$18.15亿5,987.6万股$16.07亿6,021.9万股-34.3万股-0.57%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.72%0.66%#656$13.45亿4,434.3万股$10.68亿4,085.1万股+349.3万股+8.55%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
8.97%7.66%#77$12.15亿4,079.9万股$10.17亿3,940.2万股+139.7万股+3.55%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
20.31%20.12%#21$10.73亿3,532.6万股$10.15亿3,499.4万股+33.1万股+0.95%加仓
Cerity合伙人Cerity Partners LLC
1.15%1.22%#494$9.61亿3,308.4万股$8.65亿3,282.5万股+25.9万股+0.79%加仓
Wealthfront顾问Wealthfront Advisers LLC
1.81%2.01%#380$9.43亿3,549.9万股$9.17亿3,445.2万股+104.7万股+3.04%加仓
Betterment智能投顾Betterment LLC
1.53%1.49%#422$9.07亿3,043.8万股$7.88亿3,048.8万股-5.0万股-0.16%减仓
美国银行BANK OF AMERICA CORP /DE/
0.06%0.07%#1585$8.99亿2,778.4万股$9.84亿3,599.6万股-821.2万股-22.81%减仓
摩根大通JPMORGAN CHASE & CO
0.05%0.03%#1642$8.60亿3,181.5万股$4.34亿1,645.2万股+1,536.3万股+93.38%加仓
SAGE FINANCIAL GROUP INC
39.89%40.96%#4$7.20亿2,437.0万股$6.30亿2,443.7万股-6.6万股-0.27%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.98%0.96%#559$6.41亿2,153.6万股$5.51亿2,133.5万股+20.1万股+0.94%加仓
瑞银集团UBS Group AG
0.08%0.08%#1488$6.21亿2,046.3万股$5.53亿2,063.8万股-17.5万股-0.85%减仓
Diversified Enterprises, LLC
29.17%28.11%#10$6.03亿2,065.7万股$5.13亿1,995.4万股+70.3万股+3.52%加仓
HighTower顾问HighTower Advisors, LLC
0.47%0.47%#767$4.90亿1,636.8万股$4.39亿1,685.9万股-49.2万股-2.92%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.8%0.89%#621$4.81亿1,594.0万股$4.09亿1,540.5万股+53.5万股+3.47%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#1816$4.52亿1,551.5万股$2.95亿1,102.5万股+449.0万股+40.73%加仓
Municipal Employees' Retirement System of Michigan
4.74%4.89%#170$4.29亿1,618.9万股$4.31亿1,618.9万股00.00%持仓不变
MarinerMariner, LLC
0.44%0.43%#793$4.25亿1,371.7万股$3.69亿1,393.8万股-22.0万股-1.58%减仓
LPL金融LPL Financial LLC
0.09%0.08%#1437$3.91亿1,286.1万股$3.12亿1,175.7万股+110.4万股+9.39%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.47%0.52%#770$3.78亿1,244.4万股$3.55亿1,350.0万股-105.6万股-7.82%减仓
Koss-Olinger Consulting, LLC
29.06%22.58%#11$3.77亿1,281.7万股$2.69亿1,050.6万股+231.1万股+22.00%加仓
木星资产管理Jupiter Topco LLC
0.15%#1230$3.76亿1,278.2万股$00股+1,278.2万股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
1.68%1.73%#395$3.63亿1,246.4万股$3.28亿1,250.0万股-3.7万股-0.29%减仓
MAI资本管理MAI Capital Management
1.36%0.25%#451$3.61亿1,330.2万股$4,509.4万169.6万股+1,160.5万股+684.08%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.08%0.08%#1458$3.55亿1,229.6万股$3.14亿1,180.7万股+48.9万股+4.14%加仓
McAdam, LLC
13.1%12.3%#52$3.39亿1,157.4万股$2.73亿1,062.3万股+95.1万股+8.95%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
3.24%3.5%#256$3.35亿1,150.8万股$3.03亿1,165.4万股-14.6万股-1.25%减仓
Kohmann Bosshard Financial Services, LLC
27.9%26.75%#12$3.29亿1,101.2万股$2.75亿1,047.6万股+53.7万股+5.12%加仓
日本农林中央金库Norinchukin Bank, The
2.92%3.05%#277$3.00亿1,018.0万股$2.61亿1,018.0万股00.00%持仓不变
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
2.16%2.12%#335$2.89亿936.0万股$2.50亿948.5万股-12.5万股-1.32%减仓
EVOKE WEALTH, LLC
5.48%5.01%#147$2.79亿1,048.3万股$2.79亿1,048.3万股00.00%持仓不变
Fund Evaluation 集团Fund Evaluation Group, LLC
7.22%7.92%#99$2.67亿915.4万股$2.58亿1,002.3万股-86.9万股-8.67%减仓
Savant资本Savant Capital, LLC
0.77%0.58%#633$2.63亿906.4万股$1.19亿443.5万股+462.8万股+104.35%加仓
AssetMarkASSETMARK, INC
0.43%0.49%#801$2.50亿870.9万股$2.39亿921.1万股-50.2万股-5.45%减仓
LINCOLN NATIONAL CORP
6.4%6.86%#112$2.50亿944.0万股$2.37亿890.8万股+53.2万股+5.97%加仓
JMG Financial Group, Ltd.
6.04%6.04%#121$2.50亿848.8万股$2.18亿848.1万股+7,332股+0.09%加仓
联博ALLIANCEBERNSTEIN L.P.
0.08%0.08%#1456$2.48亿932.5万股$2.51亿945.7万股-13.1万股-1.39%减仓
Corient私人财富Corient Private Wealth LLC
0.18%0.29%#1159$2.36亿773.6万股$2.06亿812.6万股-38.9万股-4.79%减仓
Voya投资管理VOYA INVESTMENT MANAGEMENT LLC
0.2%0.24%#1111$2.33亿879.9万股$2.28亿858.7万股+21.2万股+2.47%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
1.11%1.16%#516$2.26亿787.8万股$1.45亿555.6万股+232.2万股+41.79%加仓
BlueSky Wealth Advisors, LLC
26.12%25.22%#15$2.26亿757.5万股$1.96亿744.2万股+13.2万股+1.78%加仓
NEPC投资咨询NEPC LLC
4.12%4.21%#206$2.21亿832.2万股$2.11亿794.7万股+37.4万股+4.71%加仓
中央信托CENTRAL TRUST Co
3.92%4.23%#216$2.17亿817.2万股$2.15亿807.4万股+9.8万股+1.21%加仓
Quadratic Capital Management LLC
85.31%98.47%#1$2.13亿805.3万股$3.77亿1,418.2万股-612.9万股-43.22%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.08%0.07%#1462$2.08亿674.3万股$1.39亿529.4万股+144.9万股+27.37%加仓
Steele Capital Management, Inc.
7.48%7.07%#94$2.03亿638.4万股$1.71亿634.5万股+3.9万股+0.61%加仓
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
1.48%1.31%#433$2.03亿663.5万股$1.62亿618.8万股+44.7万股+7.22%加仓

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