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 🔒 | ||||||||
2026Q1 买入最多
| COMMONWEALTH EQUITY SERVICES, LLC | 新建仓 | $238.18万 |
| CITADEL ADVISORS LLC | 加仓 | $118.70万 |
| JANE STREET GROUP, LLC | 加仓 | $89.17万 |
| Envestnet Portfolio Solutions, Inc. | 加仓 | $67.71万 |
| JOHNSON INVESTMENT COUNSEL INC | 新建仓 | $43.16万 |
| B. Riley Wealth Advisors, Inc. | 加仓 | $25.34万 |
| PFG Advisors | 加仓 | $5,234 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$4,683.08万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$164.36万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$120.31万 |
| TRUIST FINANCIAL CORP | 减仓 | -$98.33万 |
| Kestra Advisory Services, LLC | 减仓 | -$79.73万 |
| Cetera Investment Advisers | 清仓 | -$63.57万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$56.41万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$47.82万 |
| Hilltop Holdings Inc. | 清仓 | -$37.73万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$36.12万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$15.09万 |
| Essex Bank | 减仓 | -$12.20万 |
| Kestra Investment Management, LLC | 减仓 | -$9.69万 |
| US BANCORP \DE\ | 清仓 | -$8.17万 |
| ROYAL BANK OF CANADA | 清仓 | -$8.00万 |
| Allworth Financial LP | 清仓 | -$3.63万 |
| Snowden Capital Advisors LLC | 减仓 | -$2.40万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$1.66万 |
| UBS Group AG | 减仓 | -$1,265 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$521 |
2026Q1 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 | 2,581,752 | $6,404.04万 | 0.02% | -48,501 | 减仓 |
| OSAIC HOLDINGS, INC. | 957,005 | $2,373.85万 | 0.03% | -1,887,956 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 834,102 | $2,068.99万 | 0.11% | 27,297 | 加仓 |
| MML INVESTORS SERVICES, LLC | 352,556 | $874.51万 | 0.02% | -14,562 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 314,744 | $780.72万 | 0.11% | -22,743 | 减仓 |
| TRUIST FINANCIAL CORP | 155,417 | $385.51万 | 0.01% | -39,641 | 减仓 |
| B. Riley Wealth Advisors, Inc. | 128,609 | $317.99万 | 0.20% | 10,249 | 加仓 |
| JANE STREET GROUP, LLC | 101,139 | $250.88万 | 0.00% | 35,949 | 加仓 |
| CITADEL ADVISORS LLC | 99,988 | $248.02万 | 0.00% | 47,853 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 96,020 | $238.18万 | 0.00% | 96,020 | 新建仓 |
| FLOW TRADERS U.S. LLC | 48,484 | $120.30万 | 0.04% | -19,274 | 减仓 |
| Transamerica Financial Advisors, LLC | 47,634 | $118.16万 | 0.10% | -6,085 | 减仓 |
| Kestra Investment Management, LLC | 46,638 | $115.69万 | 0.02% | -3,908 | 减仓 |
| Essex Bank | 45,945 | $113.94万 | 0.25% | -4,920 | 减仓 |
| Kestra Advisory Services, LLC | 25,308 | $62.78万 | 0.00% | -32,143 | 减仓 |
| Snowden Capital Advisors LLC | 24,742 | $61.37万 | 0.02% | -967 | 减仓 |
| PFG Advisors | 22,563 | $55.97万 | 0.03% | 211 | 加仓 |
| GOLDMAN SACHS GROUP INC | 19,627 | $48.68万 | 0.00% | -66,262 | 减仓 |
| JOHNSON INVESTMENT COUNSEL INC | 17,400 | $43.16万 | 0.00% | 17,400 | 新建仓 |
| PARK AVENUE SECURITIES LLC | 15,969 | $39.60万 | 0.00% | -671 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 9,917 | $24.60万 | 0.00% | -21 | 减仓 |
| UBS Group AG | 176 | $4,366 | 0.00% | -51 | 减仓 |
内部人交易（Form 4）
CAFX 董事、高管和大股东的最新买卖申报。专业版可看 🔒