跳到正文

AOA — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(AOA)?2026年Q3(报告期截至 2026-09-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 2,205.07 万美元。前几大持有机构:Weaver Consulting Group(600.00 万美元)、Farther Finance Advisors, LLC(490.00 万美元)、RTD Financial Advisors, Inc.(340.00 万美元)。

排名机构市值股数变动
1Weaver Consulting Group$6.0M61,369增持
2Farther Finance Advisors, LLC$4.9M50,181增持
3RTD Financial Advisors, Inc.$3.4M34,927增持
4CX Institutional$2.0M20,388减持
5Acropolis Investment Management, LLC$1.1M11,557增持
6Stonebridge Financial Group, LLC$1.0M10,764增持
7Boston Standard Wealth Management, LLC$834,5288,579增持
8BOYUM WEALTH ARCHITECTS LLC$555,3195,688减持
9First Heartland Consultants, Inc.$485,2804,989增持
10Worth Asset Management, LLC$369,6263,800减持
11Retireful, LLC$358,7323,688新建仓
12CoreCap Advisors, LLC$281,9232,898减持
13Echo45 Advisors LLC$202,3652,080新建仓
14Cooper Financial Group$200,6402,063新建仓
15ELEVATION WEALTH PARTNERS, LLC$114,9891,182增持
16Frisco Financial Planning LLC$79,215814增持
17GAMMA Investing LLC$48,149495持平
18EASTERN BANK$42,799440持平
19Noble Wealth Management PBC$39,783409持平
20Retirement Wealth Solutions LLC$29,826307增持
21Rosenberg Matthew Hamilton$5,58057新建仓
22Pacifica Partners Inc.$00清仓
23Aventus Investment Advisors, Inc.$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30