CALI BLACKROCK ETF TRUST II
ISHARES SHORT-TE
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 | 107 | 3,263,385 | $1.65亿 | 23 | 46 | 17 | 11 | $3,906.70万 |
| 2026Q1 | 91 | 2,191,337 | $1.11亿 | 16 | 39 | 15 | 7 | $1,996.79万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| JANE STREET GROUP, LLC | 重新持有 | $422.53万 |
| LPL Financial LLC | 加仓 | $361.21万 |
| Apella Capital, LLC | 新建仓 | $306.54万 |
| Composition Wealth, LLC | 加仓 | $270.59万 |
| Elmwood Wealth Management, Inc. | 加仓 | $240.40万 |
| Cambridge Investment Research Advisors, Inc. | 新建仓 | $167.60万 |
| Pasadena Private Wealth, LLC | 新建仓 | $163.14万 |
| McIlrath & Eck, LLC | 新建仓 | $138.97万 |
| FIRST AMERICAN TRUST, FSB | 加仓 | $98.76万 |
| DeLarme Wealth Management, Inc. | 加仓 | $96.88万 |
| NDWM LLC | 加仓 | $94.70万 |
| M. Kulyk & Associates, LLC | 新建仓 | $75.27万 |
| Independent Advisor Alliance | 新建仓 | $71.61万 |
| OSAIC HOLDINGS, INC. | 加仓 | $64.10万 |
| SWEENEY & MICHEL, LLC | 加仓 | $62.46万 |
| Atlas Private Wealth Advisors | 加仓 | $57.03万 |
| Mutual Advisors, LLC | 加仓 | $50.85万 |
| V2 Financial group LLC | 新建仓 | $49.88万 |
| Creative Planning | 新建仓 | $47.04万 |
| Cerity Partners LLC | 重新持有 | $46.50万 |
2026Q1 卖出最多
| Ariadne Wealth Management, LP | 减仓 | -$566.08万 |
| Ballast Rock Private Wealth LLC | 清仓 | -$174.57万 |
| U S GLOBAL INVESTORS INC | 清仓 | -$111.01万 |
| Fort Point Capital Partners LLC | 清仓 | -$105.63万 |
| CITIZENS FINANCIAL GROUP INC/RI | 减仓 | -$98.77万 |
| FINANCIAL MANAGEMENT NETWORK INC | 减仓 | -$87.35万 |
| SOL Capital Management CO | 清仓 | -$77.00万 |
| OLD MISSION CAPITAL LLC | 重新持有 | -$61.20万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 减仓 | -$39.79万 |
| Client First Capital LLC | 减仓 | -$33.77万 |
| Shira Ridge Wealth Management | 清仓 | -$22.33万 |
| RIDGECREST WEALTH PARTNERS, LLC | 清仓 | -$20.18万 |
| Rockefeller Capital Management L.P. | 减仓 | -$20.17万 |
| UNION SAVINGS BANK | 减仓 | -$20.06万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$17.76万 |
| Kestra Advisory Services, LLC | 清仓 | -$8.71万 |
| Diversified Portfolios, Inc. | 减仓 | -$7.27万 |
| JPMORGAN CHASE & CO | 减仓 | -$4.62万 |
| Savvy Advisors, Inc. | 减仓 | -$2.99万 |
| Bridgewater Advisors Inc. | 减仓 | -$2.89万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 244,383 | $1,232.42万 | 0.00% | 71,625 | 加仓 |
| Elmwood Wealth Management, Inc. | 211,929 | $1,068.76万 | 2.96% | 47,671 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 141,621 | $713.34万 | 0.01% | 6,636 | 加仓 |
| DeLarme Wealth Management, Inc. | 89,165 | $449.66万 | 2.90% | 19,211 | 加仓 |
| JANE STREET GROUP, LLC | 89,159 | $449.63万 | 0.00% | 83,785 | 重新持有 |
| NDWM LLC | 83,830 | $422.76万 | 2.74% | 18,779 | 加仓 |
| Composition Wealth, LLC | 80,746 | $407.20万 | 0.06% | 53,656 | 加仓 |
| SWEENEY & MICHEL, LLC | 66,910 | $337.33万 | 0.99% | 12,389 | 加仓 |
| Apella Capital, LLC | 60,738 | $306.54万 | 0.05% | 60,738 | 新建仓 |
| FIRST AMERICAN TRUST, FSB | 59,567 | $300.40万 | 0.20% | 19,584 | 加仓 |
| Integrated Wealth Concepts LLC | 52,907 | $266.81万 | 0.02% | 7,537 | 重新持有 |
| CITIZENS FINANCIAL GROUP INC/RI | 50,964 | $257.01万 | 0.04% | -19,585 | 减仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 35,194 | $177.48万 | 0.06% | -7,891 | 减仓 |
| Mariner, LLC | 34,008 | $171.50万 | 0.00% | -418 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 33,242 | $167.60万 | 0.00% | 33,242 | 新建仓 |
| Pasadena Private Wealth, LLC | 32,350 | $163.14万 | 0.23% | 32,350 | 新建仓 |
| HighTower Advisors, LLC | 31,958 | $161.16万 | 0.00% | -276 | 减仓 |
| Savvy Advisors, Inc. | 31,719 | $159.96万 | 0.04% | -593 | 减仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 30,763 | $155.12万 | 0.24% | -17,322 | 减仓 |
| McIlrath & Eck, LLC | 27,557 | $138.97万 | 0.10% | 27,557 | 新建仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 26,239 | $132.32万 | 0.03% | 0 | 不变 |
| Perigon Wealth Management, LLC | 24,300 | $122.54万 | 0.02% | 0 | 不变 |
| KANAWHA CAPITAL MANAGEMENT LLC | 24,000 | $121.03万 | 0.09% | 5,000 | 加仓 |
| TriaGen Wealth Management LLC | 22,949 | $115.73万 | 0.32% | 7,783 | 加仓 |
| Atlas Private Wealth Advisors | 21,985 | $110.87万 | 0.26% | 11,309 | 加仓 |
| KWB Wealth | 21,339 | $107.68万 | 0.11% | 0 | 不变 |
| WESPAC Advisors SoCal, LLC | 20,696 | $104.37万 | 0.22% | -3,522 | 减仓 |
| Shared Vision Wealth Group LLC | 20,687 | $104.32万 | 0.43% | 6,894 | 加仓 |
| MEMBERS WEALTH LLC | 19,872 | $100.35万 | 0.58% | 971 | 加仓 |
| Perennial Investment Advisors, LLC | 19,575 | $98.72万 | 0.08% | 7,021 | 加仓 |
| Valmark Advisers, Inc. | 19,390 | $97.78万 | 0.01% | 4,518 | 加仓 |
| OSAIC HOLDINGS, INC. | 18,907 | $95.35万 | 0.00% | 12,711 | 加仓 |
| FLC Capital Advisors | 17,912 | $90.33万 | 0.16% | 8,544 | 加仓 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 16,000 | $80.69万 | 0.04% | 400 | 加仓 |
| Ariadne Wealth Management, LP | 15,924 | $80.30万 | 0.36% | -112,252 | 减仓 |
| CITADEL ADVISORS LLC | 15,690 | $79.12万 | 0.00% | 9,074 | 加仓 |
| Cerity Partners LLC | 15,302 | $77.16万 | 0.00% | 9,221 | 重新持有 |
| Mutual Advisors, LLC | 15,084 | $76.07万 | 0.02% | 10,084 | 加仓 |
| M. Kulyk & Associates, LLC | 14,926 | $75.27万 | 0.14% | 14,926 | 新建仓 |
| Richard P Slaughter Associates Inc | 14,715 | $74.21万 | 0.16% | 1,576 | 加仓 |
| Independent Advisor Alliance | 14,200 | $71.61万 | 0.01% | 14,200 | 新建仓 |
| Meridian Wealth Management, LLC | 14,000 | $70.60万 | 0.02% | 0 | 不变 |
| Sound Portfolio Advisors, LLC | 12,705 | $64.07万 | 0.52% | 80 | 加仓 |
| Diversified Portfolios, Inc. | 11,034 | $55.64万 | 0.05% | -1,441 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 10,450 | $52.70万 | 0.00% | 0 | 不变 |
| V2 Financial group LLC | 9,890 | $49.88万 | 0.23% | 9,890 | 新建仓 |
| BAILARD, INC. | 9,775 | $49.30万 | 0.01% | 0 | 不变 |
| Weaver Consulting Group | 9,500 | $47.91万 | 0.11% | 1,000 | 加仓 |
| Creative Planning | 9,328 | $47.04万 | 0.00% | 9,328 | 新建仓 |
| Capital Advantage, Inc. | 9,313 | $46.97万 | 0.06% | 0 | 不变 |
内部人交易（Form 4）
CALI 董事、高管和大股东的最新买卖申报。专业版可看 🔒