跳到正文

AIQ — Global X Fds 机构持仓 · 2026年Q3

谁持有 Global X Fds(AIQ)?2026年Q3(报告期截至 2026-09-30)共有 32 家机构在 SEC 13F 申报中报告持有,合计 1.19 亿美元。前几大持有机构:Valley Wealth Managers, Inc.(4,120.00 万美元)、Cooper Financial Group(2,310.00 万美元)、Intelligence Driven Advisers, LLC(980.00 万美元)。

排名机构市值股数变动
1VALLEY WEALTH MANAGERS, INC.$41.2M632,632增持
2Cooper Financial Group$23.1M355,143增持
3Intelligence Driven Advisers, LLC$9.8M150,475减持
4Decker Wealth Management LLC$9.3M142,010增持
5Farther Finance Advisors, LLC$6.2M95,606减持
6Pacific Wealth Management$5.5M84,913新建仓
7Green Ridge Wealth Planning LLC$5.0M76,524增持
8Silverleafe Capital Partners, LLC$3.4M52,319减持
9Financial Enhancement Group LLC$3.2M48,608增持
10ARMSTRONG ADVISORY GROUP, INC$2.7M41,902减持
11Acropolis Investment Management, LLC$1.7M25,390减持
12BOS Asset Management, LLC$1.1M17,039减持
13David J Yvars Group$1.1M16,660减持
14Avidian Wealth Enterprises, LLC$1.1M16,160增持
15Stonebridge Financial Group, LLC$853,38213,097增持
16FELL CAPITAL MANAGEMENT /ADV$769,34411,807减持
17CX Institutional$623,0009,560持平
18Successful Portfolios LLC$598,3088,950增持
19CoreCap Advisors, LLC$352,3235,407减持
20First Heartland Consultants, Inc.$308,3164,732增持
21Valeo Financial Advisors, LLC$283,8764,357持平
22PRIVATE CLIENT SERVICES, LLC$216,8943,329新建仓
23AVAII WEALTH MANAGEMENT, LLC$205,8703,108增持
24ELEVATION WEALTH PARTNERS, LLC$202,4063,106减持
25GK Wealth Management LLC$150,7582,313减持

来源:SEC 13F 申报文件 · 截至 2026-09-30