SOXX — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 SOXX？60 家机构、2.3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（SOXX）？2026年Q3（报告期截至 2026-09-30）共有 60 家机构在 SEC 13F 申报中报告持有，合计 2.26 亿美元。前几大持有机构：Ayalon Insurance Comp Ltd.（4,160.00 万美元）、Galvin, Gaustad & Stein, LLC（2,200.00 万美元）、Toth Financial Advisory Corp（1,980.00 万美元）。

排名	机构	市值	股数	变动
1	Ayalon Insurance Comp Ltd.	$41.6M	73,076	增持
2	Galvin, Gaustad & Stein, LLC	$22.0M	38,663	减持
3	TOTH FINANCIAL ADVISORY CORP	$19.8M	34,874	减持
4	Allen Mooney & Barnes Investment Advisors LLC	$15.8M	27,757	增持
5	VALLEY WEALTH MANAGERS, INC.	$14.9M	26,200	增持
6	Cadent Capital Advisors, LLC	$12.3M	21,559	减持
7	Silverleafe Capital Partners, LLC	$10.7M	18,894	减持
8	MassMutual Private Wealth & Trust, FSB	$10.7M	18,881	增持
9	Farther Finance Advisors, LLC	$10.2M	19,770	减持
10	AVAII WEALTH MANAGEMENT, LLC	$9.8M	16,690	减持
11	Global Wealth Strategies & Associates	$7.9M	13,861	减持
12	Polaris Financial Partners	$7.3M	12,886	新建仓
13	Lake Hills Wealth Management, LLC	$6.9M	12,218	减持
14	Green Ridge Wealth Planning LLC	$6.6M	11,644	增持
15	Matrix Trust Co	$5.2M	9,097	减持
16	FIRST FINANCIAL BANK - TRUST DIVISION	$2.9M	5,184	减持
17	Valeo Financial Advisors, LLC	$2.4M	4,224	减持
18	First Heartland Consultants, Inc.	$2.3M	4,075	减持
19	JUNCTURE WEALTH STRATEGIES, LLC	$2.1M	3,636	减持
20	Apella Capital, LLC	$1.5M	2,626	增持
21	CONGRESS ASSET MANAGEMENT CO	$1.2M	2,133	新建仓
22	CoreCap Advisors, LLC	$1.2M	4,610	减持
23	GoalVest Advisory LLC	$837,607	1,473	增持
24	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$701,702	1,234	持平
25	Rosenberg Matthew Hamilton	$661,328	1,163	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30