CARY ANGEL OAK FUNDS TRUST
INCOME ETF
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 | 110 | 53,284,683 | $11.07亿 | 18 | 62 | 19 | 12 | $2.90亿 |
| 2026Q1 | 102 | 37,939,719 | $7.88亿 | 17 | 56 | 20 | 4 | $2.08亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1.03亿 |
| IFC Advisors LLC | 新建仓 | $6,171.66万 |
| MORGAN STANLEY | 加仓 | $1,831.71万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $965.93万 |
| Arkadios Wealth Advisors | 加仓 | $890.63万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $556.55万 |
| UBS Group AG | 加仓 | $479.41万 |
| EXCHANGE TRADED CONCEPTS, LLC | 新建仓 | $295.94万 |
| CITADEL ADVISORS LLC | 新建仓 | $262.66万 |
| Fiduciary Trust Co | 新建仓 | $243.25万 |
| LPL Financial LLC | 加仓 | $217.72万 |
| OSAIC HOLDINGS, INC. | 加仓 | $197.50万 |
| STIFEL FINANCIAL CORP | 加仓 | $145.91万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $127.18万 |
| Greenwich Wealth Management LLC | 加仓 | $111.78万 |
| CHANNEL WEALTH LLC | 加仓 | $93.61万 |
| Xcelsior Advisor Partners LLC | 加仓 | $91.40万 |
| Legacy CG, LLC | 加仓 | $76.96万 |
| Lewis Asset Management, LLC | 加仓 | $67.52万 |
| Noble Wealth Management PBC | 加仓 | $66.73万 |
2026Q1 卖出最多
| Focus Partners Wealth | 减仓 | -$2,946.90万 |
| IEQ CAPITAL, LLC | 减仓 | -$154.13万 |
| AMERIPRISE FINANCIAL INC | 清仓 | -$116.27万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 减仓 | -$43.10万 |
| Bank of New York Mellon Corp | 减仓 | -$33.15万 |
| RFG Advisory, LLC | 减仓 | -$26.09万 |
| FIRETHORN WEALTH PARTNERS, LLC | 清仓 | -$21.54万 |
| Kestra Advisory Services, LLC | 减仓 | -$21.23万 |
| J. Team Financial, Inc. | 减仓 | -$20.86万 |
| Baird Financial Group, Inc. | 减仓 | -$17.55万 |
| Legacy Capital Group California, Inc. | 减仓 | -$16.80万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$15.63万 |
| Atria Investments, Inc | 减仓 | -$11.79万 |
| Lloyd Advisory Services, LLC. | 减仓 | -$10.73万 |
| Beacon Capital Management, Inc. | 减仓 | -$8.86万 |
| Legacy Capital Wealth Partners, LLC | 减仓 | -$6.38万 |
| OPPENHEIMER & CO INC | 减仓 | -$6.31万 |
| Advocacy Wealth Management, LLC | 减仓 | -$6.24万 |
| Farther Finance Advisors, LLC | 减仓 | -$5.54万 |
| HANTZ FINANCIAL SERVICES, INC. | 清仓 | -$3.00万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,673,320 | $1.18亿 | 0.01% | 881,779 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 4,951,934 | $1.03亿 | 0.01% | 4,947,167 | 加仓 |
| WELLS FARGO & COMPANY/MN | 4,380,779 | $9,100.15万 | 0.02% | 464,997 | 加仓 |
| Arkadios Wealth Advisors | 3,562,484 | $7,400.31万 | 1.21% | 428,745 | 加仓 |
| IFC Advisors LLC | 2,971,014 | $6,171.66万 | 8.83% | 2,971,014 | 新建仓 |
| UBS Group AG | 2,405,150 | $4,996.22万 | 0.01% | 230,783 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,318,761 | $2,739.45万 | 0.01% | 267,920 | 加仓 |
| CHANNEL WEALTH LLC | 1,197,959 | $2,488.51万 | 6.03% | 45,065 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,186,704 | $2,465.11万 | 0.04% | 95,077 | 加仓 |
| Bank of New York Mellon Corp | 946,910 | $1,967.01万 | 0.00% | -15,959 | 减仓 |
| Tortoise Investment Management, LLC | 662,643 | $1,376.50万 | 1.14% | 14,698 | 加仓 |
| Crescent Grove Advisors, LLC | 543,185 | $1,134.16万 | 1.09% | 19,546 | 加仓 |
| Baird Financial Group, Inc. | 543,828 | $1,129.69万 | 0.02% | -8,447 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 543,579 | $1,129.17万 | 0.00% | 61,226 | 加仓 |
| MBL Wealth, LLC | 540,604 | $1,122.99万 | 0.85% | 20,566 | 加仓 |
| STIFEL FINANCIAL CORP | 504,565 | $1,048.13万 | 0.01% | 70,242 | 加仓 |
| Greenwich Wealth Management LLC | 444,549 | $923.50万 | 0.38% | 53,809 | 加仓 |
| LPL Financial LLC | 431,890 | $897.16万 | 0.00% | 104,808 | 加仓 |
| Legacy CG, LLC | 394,432 | $819.35万 | 2.28% | 37,050 | 加仓 |
| Beacon Capital Management, Inc. | 363,219 | $754.51万 | 0.42% | -4,266 | 减仓 |
| Sage Advisory Services, Ltd.Co. | 256,245 | $532.30万 | 2.92% | 7,785 | 加仓 |
| Precision Wealth Strategies, LLC | 229,983 | $477.74万 | 1.58% | 16,646 | 加仓 |
| Heritage Trust Co | 193,577 | $402.12万 | 0.40% | 18,160 | 加仓 |
| Wealthcare Advisory Partners LLC | 186,881 | $388.21万 | 0.08% | 13,302 | 加仓 |
| Mendel Money Management | 142,724 | $296.48万 | 1.24% | 18,946 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 142,464 | $295.94万 | 0.02% | 142,464 | 新建仓 |
| Weaver Consulting Group | 134,881 | $280.19万 | 0.67% | 26,031 | 加仓 |
| Camarda Financial Advisors, LLC | 130,295 | $270.66万 | 1.42% | 30,239 | 加仓 |
| CITADEL ADVISORS LLC | 126,442 | $262.66万 | 0.00% | 126,442 | 新建仓 |
| Atria Investments, Inc | 119,535 | $248.31万 | 0.03% | -5,676 | 减仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 117,117 | $243.29万 | 0.05% | 4,430 | 加仓 |
| Fiduciary Trust Co | 117,100 | $243.25万 | 0.03% | 117,100 | 新建仓 |
| RFG Advisory, LLC | 110,327 | $229.18万 | 0.04% | -12,558 | 减仓 |
| Rockefeller Capital Management L.P. | 110,307 | $229.14万 | 0.00% | 10,696 | 加仓 |
| NewEdge Advisors, LLC | 110,153 | $228.82万 | 0.01% | 9,057 | 加仓 |
| Sonoma Allocations LLC | 108,778 | $226.31万 | 0.78% | 32,061 | 加仓 |
| TRUIST FINANCIAL CORP | 100,607 | $208.99万 | 0.00% | 5,208 | 加仓 |
| Rareview Capital LLC | 99,674 | $207.32万 | 1.22% | 16,876 | 加仓 |
| Transamerica Financial Advisors, LLC | 99,057 | $205.77万 | 0.18% | -7,523 | 减仓 |
| ISLAY CAPITAL MANAGEMENT, LLC | 98,900 | $205.44万 | 1.04% | 9,750 | 加仓 |
| Lewis Asset Management, LLC | 96,380 | $200.21万 | 0.82% | 32,505 | 加仓 |
| Sanctuary Advisors, LLC | 95,726 | $198.85万 | 0.01% | 20,374 | 加仓 |
| OPPENHEIMER & CO INC | 88,204 | $183.23万 | 0.02% | -3,037 | 减仓 |
| Able Wealth Management LLC | 85,398 | $177.39万 | 0.47% | 386 | 加仓 |
| J. Team Financial, Inc. | 84,063 | $174.62万 | 1.95% | -10,041 | 减仓 |
| Belpointe Asset Management LLC | 83,334 | $173.11万 | 0.06% | 4,548 | 加仓 |
| 9823 Capital, L.P. | 78,565 | $163.20万 | 1.23% | 11,382 | 加仓 |
| Noble Wealth Management PBC | 74,674 | $155.12万 | 0.78% | 32,123 | 加仓 |
| Legacy Capital Group California, Inc. | 74,327 | $154.40万 | 0.59% | -8,087 | 减仓 |
| Xcelsior Advisor Partners LLC | 63,300 | $131.49万 | 0.50% | 44,000 | 加仓 |
内部人交易（Form 4）
CARY 董事、高管和大股东的最新买卖申报。专业版可看 🔒