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机构动态摘要
精选机构本季最新的持股调整
市场整体趋势
2026-06-30
11,171
申报机构数
资金净流向
$-2.12T
资金净流出
加仓总市值
$7.94T
减仓总市值
$10.06T
44%
Sell
Buy
行业板块轮动
Energy
+$349.4B
Industrials
+$280.5B
Consumer Staples
+$108.5B
Information Technology
$-1.36T
Consumer Discretionary
$-359.0B
Financials
$-359.0B
WM
Wellington Management Group LLP
NET SELL
$26.8B
-$19.2B net
$46.0B
AZN
+0.86%
MSFT
+-0.49%
LLY
+-0.21%
AAPL
-0.60%
GOOGL
-0.58%
NVDA
-0.24%
TECH
FIN
DISC
ENGY
INDU
HLTH
COMM
MATL
2026-03-31
查看详情
WF
Wells Fargo & Company/mn
NET SELL
$9.0B
-$22.6B net
$31.5B
CVX
+0.26%
AAPL
+-0.10%
IEMG
+0.21%
SPY
-1.96%
QQQ
-0.69%
MSFT
-0.64%
TECH
ENGY
COMM
FIN
STPL
DISC
HLTH
INDU
2026-03-31
查看详情
DF
Dimensional Fund Advisors LP
MIXED
$7.6B
+$1.9B net
$5.7B
MSFT
+-0.44%
XOM
+0.32%
NVDA
+-0.26%
GOOGL
-0.16%
AZNN
-0.13%
CVX
0.10%
ENGY
TECH
COMM
FIN
DISC
HLTH
STPL
INDU
2026-03-31
查看详情
UA
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
NET BUY
$18.8B
+$12.2B net
$6.6B
MSFT
+-1.24%
AAPL
+-0.49%
NVDA
+-0.51%
TSLA
-0.39%
META
-0.32%
GOOG
-0.24%
TECH
REIT
COMM
DISC
STPL
INDU
HLTH
ENGY
2026-03-31
查看详情
L&
Legal & General Group Plc
NET SELL
$9.0B
-$14.8B net
$23.8B
AZN
+1.16%
TSLA
+-0.27%
JNJ
+0.23%
MSFT
-1.18%
AAPL
-0.31%
NVDA
-0.26%
TECH
HLTH
DISC
COMM
FIN
ENGY
INDU
STPL
2026-03-31
查看详情
AF
Ameriprise Financial INC
NET SELL
$10.1B
-$12.8B net
$22.9B
AZN
+0.26%
EOG
+0.22%
COP
+0.18%
MSFT
-0.93%
NVDA
-0.25%
V
-0.32%
TECH
FIN
ENGY
COMM
DISC
HLTH
REIT
MATL
2026-03-31
查看详情
CI
Capital International Investors
NET SELL
$14.0B
-$174.1B net
$188.0B
AZN
+1.58%
NET
+0.53%
COST
+0.55%
AVGO
-1.61%
MSFT
-1.43%
GOOG
-1.06%
TECH
COMM
FIN
INDU
DISC
HLTH
UTIL
STPL
2026-03-31
查看详情
BP
Barclays PLC
MIXED
$77.3B
+$13.4B net
$63.9B
EEM
+10.04%
MSFT
+4.51%
RSP
+0.75%
SPY
-9.66%
TSLA
-0.97%
GOOGL
-0.80%
TECH
DISC
COMM
STPL
HLTH
ENGY
UTIL
FIN
2026-03-31
查看详情
FR
Franklin Resources INC
MIXED
$18.0B
-$1.4B net
$19.3B
AZN
+0.86%
HON
+0.26%
KR
+0.24%
MSFT
-1.26%
XOM
0.48%
AZNN
-0.45%
TECH
ENGY
INDU
STPL
HLTH
DISC
MATL
COMM
2026-03-31
查看详情
LF
LPL Financial LLC
MIXED
$9.6B
+$1.9B net
$7.7B
VONV
+0.36%
MSFT
+-0.30%
VONG
+0.22%
VTI
-0.41%
OEF
-0.32%
IWM
-0.25%
TECH
ENGY
DISC
COMM
INDU
STPL
FIN
2026-03-31
查看详情
EA
Envestnet Asset Management INC
NET BUY
$27.8B
+$20.7B net
$7.1B
IVV
+0.41%
VOO
+0.50%
EFG
+0.58%
OEF
-1.05%
ITA
-0.26%
IAU
-0.25%
HLTH
ENGY
TECH
FIN
2026-03-31
查看详情
NL
Nuveen, LLC
NET SELL
$13.0B
-$8.1B net
$21.1B
AZN
+0.36%
COST
+0.34%
XOM
+0.34%
MSFT
-1.68%
AMZN
-0.34%
AVGO
-0.29%
TECH
FIN
DISC
ENGY
STPL
COMM
HLTH
MATL
2026-03-31
查看详情
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常见问题
最新一期 13F 申报季度是什么时候?
目前已处理完成的最新一期 13F 申报季度为 2026-06-30。该季度追踪机构合计买入 US$7.9万亿、卖出 US$10.1万亿,共有 11171 家机构申报动态。
本季哪些机构动作最积极?
依买入+卖出总额排序,本季最活跃的机构为: 1. Capital International Investors — 买入 US$139.7亿,卖出 US$1880.4亿 2. Barclays PLC — 买入 US$772.9亿,卖出 US$639.2亿 3. Wellington Management Group LLP — 买入 US$268.1亿,卖出 US$460.4亿
什么样的操作算是「显著动态」?
显著动态是指机构在连续两期 13F 申报之间,新建立的仓位、加仓或减仓的既有仓位,或完全清仓的仓位;相对地,权重维持不变的仓位则不列入。
这些数据从何而来?多久更新一次?
所有持仓异动数据均来自 SEC Form 13F 申报,通过 SEC EDGAR 获取,比对各机构连续两期申报之间的持仓差异。每季新申报处理完成后即更新。