CAFX PROFESIONALLY MANAGED PORTFO
CONGRESS INTERME
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 25 | 5,890,297 | $1.45亿 | 5 | 9 | 8 | 4 | -$215.93万 |
| 2026Q1 | 22 | 5,945,735 | $1.47亿 | 2 | 5 | 15 | 5 | -$4,865.71万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 重新持有 | $295.67万 |
| Janney Montgomery Scott LLC | 新建仓 | $212.10万 |
| OSAIC HOLDINGS, INC. | 加仓 | $196.41万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $45.01万 |
| Farther Finance Advisors, LLC | 新建仓 | $35.04万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $34.50万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $30.98万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $30.19万 |
| MONECO ADVISORS, LLC | 新建仓 | $29.45万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $26.80万 |
| JPMORGAN CHASE & CO | 新建仓 | $20.93万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $19.75万 |
| Kestra Investment Management, LLC | 加仓 | $4.52万 |
| Transamerica Financial Advisors, LLC | 加仓 | $3.22万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $4,084 |
2026Q2 卖出最多
| PRINCIPAL SECURITIES, INC. | 减仓 | -$518.54万 |
| TRUIST FINANCIAL CORP | 减仓 | -$266.74万 |
| JANE STREET GROUP, LLC | 减仓 | -$158.35万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$120.30万 |
| PFG Advisors | 清仓 | -$55.97万 |
| JOHNSON INVESTMENT COUNSEL INC | 清仓 | -$43.16万 |
| CITADEL ADVISORS LLC | 减仓 | -$19.20万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$12.39万 |
| B. Riley Wealth Advisors, Inc. | 减仓 | -$2.10万 |
| Kestra Advisory Services, LLC | 减仓 | -$2.02万 |
| Snowden Capital Advisors LLC | 减仓 | -$1.49万 |
| UBS Group AG | 清仓 | -$4,366 |
| J.W. COLE ADVISORS, INC. | 重新持有 | -$2,217 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,600,028 | $6,403.87万 | 0.02% | 18,276 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,036,749 | $2,553.51万 | 0.03% | 79,744 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 829,071 | $2,042.00万 | 0.10% | -5,031 | 减仓 |
| MML INVESTORS SERVICES, LLC | 366,562 | $902.84万 | 0.02% | 14,006 | 加仓 |
| LPL Financial LLC | 140,898 | $347.03万 | 0.00% | 120,045 | 重新持有 |
| B. Riley Wealth Advisors, Inc. | 127,758 | $315.44万 | 0.17% | -851 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 104,213 | $256.68万 | 0.03% | -210,531 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 104,038 | $256.25万 | 0.00% | 8,018 | 加仓 |
| CITADEL ADVISORS LLC | 92,192 | $227.07万 | 0.00% | -7,796 | 减仓 |
| Janney Montgomery Scott LLC | 86,126 | $212.10万 | 0.00% | 86,126 | 新建仓 |
| Transamerica Financial Advisors, LLC | 48,943 | $120.55万 | 0.10% | 1,309 | 加仓 |
| Kestra Investment Management, LLC | 48,472 | $119.39万 | 0.02% | 1,834 | 加仓 |
| TRUIST FINANCIAL CORP | 47,119 | $116.05万 | 0.00% | -108,298 | 减仓 |
| Essex Bank | 45,945 | $113.12万 | 0.24% | 0 | 不变 |
| JANE STREET GROUP, LLC | 36,849 | $90.76万 | 0.00% | -64,290 | 减仓 |
| GOLDMAN SACHS GROUP INC | 31,885 | $78.53万 | 0.00% | 12,258 | 加仓 |
| Kestra Advisory Services, LLC | 24,486 | $60.31万 | 0.00% | -822 | 减仓 |
| Snowden Capital Advisors LLC | 24,136 | $59.45万 | 0.01% | -606 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 20,810 | $51.20万 | 0.00% | 10,893 | 加仓 |
| PARK AVENUE SECURITIES LLC | 16,135 | $39.70万 | 0.00% | 166 | 加仓 |
| Farther Finance Advisors, LLC | 14,226 | $35.04万 | 0.00% | 14,226 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,580 | $30.98万 | 0.00% | 12,580 | 新建仓 |
| MONECO ADVISORS, LLC | 11,959 | $29.45万 | 0.02% | 11,959 | 新建仓 |
| J.W. COLE ADVISORS, INC. | 10,638 | $26.20万 | 0.00% | -90 | 重新持有 |
| JPMORGAN CHASE & CO | 8,479 | $20.93万 | 0.00% | 8,479 | 新建仓 |
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