13FBOX
第一信托·UST · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST

FIRST TRUSTCIBR
持有机构数
846
机构合计市值 (Q2 2026)
$79.45亿
机构合计股数 (Q2 2026)
8,854.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+904.0万股
481 · 162 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-454.1万股
308 · 61 清仓 · ≈
⚖️ 净额
+449.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$79.45亿
持有机构数
846
新买入
162
加仓
319
减仓
247
清仓
61
持股不变
118
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
美国银行BANK OF AMERICA CORP /DE/
0.08%0.07%#369$13.19亿1,468.5万股$9.06亿1,445.1万股+23.3万股+1.61%加仓
摩根士丹利MORGAN STANLEY
0.06%0.06%#431$12.12亿1,349.4万股$10.00亿1,316.2万股+33.2万股+2.52%加仓
LPL金融LPL Financial LLC
0.13%0.1%#285$5.68亿632.4万股$3.82亿609.9万股+22.5万股+3.70%加仓
瑞银集团UBS Group AG
0.07%0.05%#422$5.27亿586.9万股$3.57亿569.2万股+17.7万股+3.11%加仓
富国银行WELLS FARGO & COMPANY/MN
0.07%0.05%#420$4.22亿469.5万股$2.81亿448.5万股+21.1万股+4.70%加仓
摩根大通JPMORGAN CHASE & CO
0.02%<0.01%#588$3.06亿346.1万股$5,033.5万82.8万股+263.3万股+318.01%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.02%#533$1.99亿221.0万股$1.32亿211.0万股+9.9万股+4.71%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.04%#461$1.98亿220.3万股$1.46亿232.7万股-12.4万股-5.35%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.03%#509$1.79亿199.0万股$1.19亿190.4万股+8.6万股+4.54%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.06%0.05%#428$1.10亿122.7万股$7,418.9万118.4万股+4.3万股+3.65%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.13%0.1%#280$1.04亿115.4万股$7,221.0万115.2万股+1,665股+0.14%加仓
HighTower顾问HighTower Advisors, LLC
0.09%0.05%#349$9,458.2万105.3万股$4,935.9万78.7万股+26.5万股+33.69%加仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.06%#375$8,956.1万99.7万股$5,705.0万91.0万股+8.7万股+9.51%加仓
Cambridge Investment Research Advisors, Inc.
0.16%0.12%#242$7,098.8万79.0万股$4,845.2万77.3万股+1.7万股+2.21%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.01%#589$7,090.6万78.9万股$4,908.4万78.3万股+6,069股+0.78%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.07%#387$6,694.0万74.5万股$4,552.2万72.6万股+1.9万股+2.58%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.04%#459$6,585.5万73.3万股$4,526.7万72.2万股+1.1万股+1.49%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.97%#68$6,063.5万67.5万股$00股+67.5万股新买入
Capital Asset 咨询服务Capital Asset Advisory Services LLC
2.19%1.72%#22$6,055.9万67.4万股$4,474.3万66.7万股+6,702股+1.00%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.08%0.06%#393$4,987.5万55.5万股$3,525.8万56.3万股-7,425股-1.32%减仓
花旗集团CITIGROUP INC
0.01%0.01%#605$4,402.5万49.0万股$2,966.9万47.3万股+1.7万股+3.51%加仓
Private Advisor集团Private Advisor Group, LLC
0.19%0.16%#210$4,248.0万47.3万股$3,429.2万54.7万股-7.4万股-13.58%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#567$3,942.4万43.9万股$2,843.9万45.4万股-1.5万股-3.30%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.12%0.1%#297$3,817.0万42.5万股$2,525.0万40.3万股+2.2万股+5.46%加仓
Rockport Wealth LLC
5.31%4.22%#4$3,157.9万35.1万股$2,316.1万36.9万股-1.8万股-4.83%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#741$3,101.1万34.5万股$1,394.6万22.2万股+12.3万股+55.12%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#616$3,087.1万36.2万股$1,940.8万31.9万股+4.2万股+13.22%加仓
巅峰联合PINNACLE ASSOCIATES LTD
0.33%0.27%#136$3,064.1万34.1万股$2,111.2万33.7万股+4,194股+1.25%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.06%0.05%#435$3,052.3万34.0万股$1,774.4万28.3万股+5.7万股+20.00%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#520$2,745.7万30.6万股$1,960.0万31.3万股-7,115股-2.28%减仓
Janney Montgomery Scott LLC
0.05%0.04%#466$2,619.2万29.2万股$1,734.3万27.7万股+1.5万股+5.36%加仓
现代财富管理Modern Wealth Management, LLC
0.27%0.29%#156$2,273.6万25.3万股$1,696.6万26.9万股-1.6万股-5.81%减仓
Intellus Advisors LLC
2.63%#17$2,167.7万24.1万股$00股+24.1万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.23%0.17%#176$2,132.2万23.7万股$1,367.8万21.8万股+1.9万股+8.75%加仓
Equitable控股Equitable Holdings, Inc.
0.12%0.11%#298$2,057.7万22.9万股$1,723.1万24.2万股-1.3万股-5.25%减仓
Marks Wealth, LLC
4.36%#7$2,011.9万22.4万股$00股+22.4万股新买入
Procyon Advisors, LLC
0.27%0.14%#158$1,986.7万22.1万股$1,296.6万20.7万股+1.4万股+6.89%加仓
Clearwater Capital Advisors, LLC
1.4%1.07%#47$1,910.7万21.3万股$1,326.3万21.2万股+1,055股+0.50%加仓
NewEdge顾问NewEdge Advisors, LLC
0.05%0.05%#460$1,809.0万20.1万股$1,464.5万23.4万股-3.2万股-13.83%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#638$1,802.5万20.1万股$1,017.2万16.2万股+3.8万股+23.62%加仓
MGO资本MGO ONE SEVEN LLC
0.3%0.22%#147$1,796.9万20.0万股$1,111.7万17.7万股+2.3万股+12.76%加仓
American Financial Advisors, LLC
2.14%1.68%#27$1,780.0万19.8万股$1,256.1万20.0万股-2,288股-1.14%减仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.05%0.01%#480$1,752.0万19.5万股$493.1万7.9万股+11.6万股+147.89%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#769$1,731.6万19.3万股$189.0万3.0万股+16.3万股+539.03%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.08%0.04%#371$1,715.1万19.1万股$541.2万8.6万股+10.5万股+121.08%加仓
&Partners&PARTNERS
0.07%0.08%#409$1,698.9万18.9万股$1,617.9万25.7万股-6.8万股-26.61%减仓
Sargent Investment Group, LLC
1.94%1.53%#32$1,615.4万18.0万股$1,161.2万18.5万股-5,480股-2.96%减仓
Point72资产管理Point72 Asset Management, L.P.
0.02%0.02%#584$1,593.9万17.7万股$1,200.4万19.2万股-1.4万股-7.37%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.08%0.05%#374$1,498.6万16.7万股$835.0万13.3万股+3.4万股+25.20%加仓
Maniro Ltd
3.34%1.99%#13$1,489.2万16.6万股$656.8万10.5万股+6.1万股+58.18%加仓

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