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 |
|---|---|---|---|---|
| 1 | Weaver Consulting Group | $6.0M | 61,369 | 增持 |
| 2 | Farther Finance Advisors, LLC | $4.9M | 50,181 | 增持 |
| 3 | RTD Financial Advisors, Inc. | $3.4M | 34,927 | 增持 |
| 4 | CX Institutional | $2.0M | 20,388 | 减持 |
| 5 | Acropolis Investment Management, LLC | $1.1M | 11,557 | 增持 |
| 6 | Stonebridge Financial Group, LLC | $1.0M | 10,764 | 增持 |
| 7 | Boston Standard Wealth Management, LLC | $834,528 | 8,579 | 增持 |
| 8 | BOYUM WEALTH ARCHITECTS LLC | $555,319 | 5,688 | 减持 |
| 9 | First Heartland Consultants, Inc. | $485,280 | 4,989 | 增持 |
| 10 | Worth Asset Management, LLC | $369,626 | 3,800 | 减持 |
| 11 | Retireful, LLC | $358,732 | 3,688 | 新建仓 |
| 12 | CoreCap Advisors, LLC | $281,923 | 2,898 | 减持 |
| 13 | Echo45 Advisors LLC | $202,365 | 2,080 | 新建仓 |
| 14 | Cooper Financial Group | $200,640 | 2,063 | 新建仓 |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $114,989 | 1,182 | 增持 |
| 16 | Frisco Financial Planning LLC | $79,215 | 814 | 增持 |
| 17 | GAMMA Investing LLC | $48,149 | 495 | 持平 |
| 18 | EASTERN BANK | $42,799 | 440 | 持平 |
| 19 | Noble Wealth Management PBC | $39,783 | 409 | 持平 |
| 20 | Retirement Wealth Solutions LLC | $29,826 | 307 | 增持 |
| 21 | Rosenberg Matthew Hamilton | $5,580 | 57 | 新建仓 |
| 22 | Pacifica Partners Inc. | $0 | 0 | 清仓 |
| 23 | Aventus Investment Advisors, Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30