13F 机构持仓

CALI BLACKROCK ETF TRUST II

ISHARES SHORT-TE

持有机构数1072026Q2
26Q126Q2
机构合计持股(股)3,263,3852026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21073,263,385$1.65亿 23461711$3,906.70万
2026Q1912,191,337$1.11亿 1639157$1,996.79万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

CITIZENS FINANCIAL GROUP INC/RI加仓$1,189.68万
LPL Financial LLC加仓$510.68万
Cambridge Investment Research Advisors, Inc.加仓$488.03万
Precision Wealth Strategies, LLC新建仓$246.40万
BAILARD, INC.加仓$242.52万
FIRST AMERICAN TRUST, FSB加仓$223.76万
HUB Investment Partners, LLC加仓$211.02万
Elequin Capital, LP重新持有$180.79万
WRAPMANAGER INC新建仓$149.29万
Stratos Wealth Partners, LTD.新建仓$144.75万
Kera Capital Partners, Inc.新建仓$119.16万
Private Advisor Group, LLC新建仓$110.37万
Elmwood Wealth Management, Inc.加仓$89.35万
SWEENEY & MICHEL, LLC加仓$87.68万
Beacon Pointe Advisors, LLC新建仓$78.73万
M. Kulyk & Associates, LLC加仓$76.87万
UBS Group AG加仓$65.58万
FINANCIAL MANAGEMENT NETWORK INC加仓$61.76万
Atlas Private Wealth Advisors加仓$56.11万
Valmark Advisers, Inc.加仓$56.03万

2026Q2 卖出最多

JANE STREET GROUP, LLC清仓-$449.63万
Apella Capital, LLC减仓-$263.30万
Mariner, LLC减仓-$104.34万
Savvy Advisors, Inc.减仓-$100.24万
AXXCESS WEALTH MANAGEMENT, LLC减仓-$73.25万
Composition Wealth, LLC减仓-$72.40万
Independent Advisor Alliance清仓-$71.61万
CITADEL ADVISORS LLC减仓-$59.14万
WESPAC Advisors SoCal, LLC减仓-$54.53万
MERCER GLOBAL ADVISORS INC /ADV清仓-$52.70万
OLD MISSION CAPITAL LLC清仓-$31.00万
Rockefeller Capital Management L.P.清仓-$30.26万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$24.78万
HRT FINANCIAL LP清仓-$21.20万
GAMMA Investing LLC清仓-$19.52万
Richard P Slaughter Associates Inc减仓-$16.81万
Ariadne Wealth Management, LP减仓-$15.15万
Stone Summit Wealth LLC减仓-$10.11万
Creative Planning减仓-$8.61万
JPMORGAN CHASE & CO清仓-$6.72万

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
LPL Financial LLC345,438$1,745.67万0.00%101,055加仓
CITIZENS FINANCIAL GROUP INC/RI286,382$1,447.23万0.17%235,418加仓
Global Retirement Partners, LLC276,204$1,395.80万0.21%——
Elmwood Wealth Management, Inc.229,610$1,160.33万2.90%17,681加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC149,618$754.52万0.01%7,997加仓
Cambridge Investment Research Advisors, Inc.129,824$656.00万0.01%96,582加仓
FIRST AMERICAN TRUST, FSB103,845$524.78万0.32%44,278加仓
DeLarme Wealth Management, Inc.96,404$487.18万2.82%7,239加仓
NDWM LLC88,772$448.61万2.64%4,942加仓
SWEENEY & MICHEL, LLC84,322$424.61万1.12%17,412加仓
Composition Wealth, LLC66,419$335.65万0.04%-14,327减仓
Elequin Capital, LP64,841$327.67万0.10%35,776重新持有
Integrated Wealth Concepts LLC58,359$294.92万0.01%5,452加仓
BAILARD, INC.57,765$291.92万0.06%47,990加仓
HUB Investment Partners, LLC48,922$247.23万0.04%41,757加仓
Precision Wealth Strategies, LLC48,758$246.40万0.74%48,758新建仓
FINANCIAL MANAGEMENT NETWORK INC43,010$216.88万0.31%12,247加仓
Pasadena Private Wealth, LLC42,671$215.64万0.27%10,321加仓
Atlas Private Wealth Advisors33,089$167.21万0.37%11,104加仓
HighTower Advisors, LLC32,127$162.36万0.00%169加仓
TriaGen Wealth Management LLC31,020$156.76万0.39%8,071加仓
Valmark Advisers, Inc.30,477$154.02万0.02%11,087加仓
M. Kulyk & Associates, LLC30,138$152.30万0.25%15,212加仓
WRAPMANAGER INC29,541$149.29万0.47%29,541新建仓
Stratos Wealth Partners, LTD.28,644$144.75万0.01%28,644新建仓
OSAIC HOLDINGS, INC.27,478$138.86万0.00%8,571加仓
CARY STREET PARTNERS FINANCIAL LLC26,239$132.60万0.03%0不变
Cerity Partners LLC26,194$132.36万0.00%10,892加仓
KANAWHA CAPITAL MANAGEMENT LLC26,000$131.39万0.09%2,000加仓
KWB Wealth25,732$130.04万0.11%4,393加仓
FLC Capital Advisors23,991$121.24万0.20%6,079加仓
MEMBERS WEALTH LLC23,810$120.32万0.66%3,938加仓
Kera Capital Partners, Inc.23,579$119.16万0.11%23,579新建仓
Perigon Wealth Management, LLC23,050$116.48万0.02%-1,250减仓
Private Advisor Group, LLC21,841$110.37万0.01%21,841新建仓
Perennial Investment Advisors, LLC20,929$105.76万0.07%1,354加仓
AXXCESS WEALTH MANAGEMENT, LLC20,700$104.61万0.02%-14,494减仓
Shared Vision Wealth Group LLC20,687$104.54万0.36%0不变
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC17,000$85.91万0.05%1,000加仓
Mutual Advisors, LLC16,787$84.83万0.02%1,703加仓
Diversified Portfolios, Inc.15,771$79.70万0.06%4,737加仓
Beacon Pointe Advisors, LLC15,580$78.73万0.00%15,580新建仓
Tortuga Wealth Management, Inc15,149$76.55万0.58%7,007加仓
Cetera Investment Advisers14,262$72.07万0.00%6,289加仓
Meridian Wealth Management, LLC14,000$70.75万0.02%0不变
Mariner, LLC13,360$67.51万0.00%-20,648减仓
UBS Group AG12,996$65.68万0.00%12,978加仓
Ariadne Wealth Management, LP12,927$65.33万0.29%-2,997减仓
Savvy Advisors, Inc.11,884$60.06万0.01%-19,835减仓
Sound Portfolio Advisors, LLC11,516$58.20万0.41%-1,189减仓

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