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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $8,397.14万 |
| MORGAN STANLEY | 加仓 | $5,160.74万 |
| Focus Partners Wealth | 加仓 | $3,045.72万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,344.11万 |
| EP Wealth Advisors, LLC | 加仓 | $1,776.82万 |
| UBS Group AG | 加仓 | $1,673.76万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,171.64万 |
| Lifestyle Asset Management, Inc. | 新建仓 | $974.60万 |
| OneAscent Financial Services LLC | 新建仓 | $868.35万 |
| SSI INVESTMENT MANAGEMENT LLC | 新建仓 | $619.35万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $595.76万 |
| VERUS CAPITAL PARTNERS, LLC | 新建仓 | $524.88万 |
| Envestnet Portfolio Solutions, Inc. | 新建仓 | $423.12万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $333.37万 |
| CHANNEL WEALTH LLC | 加仓 | $293.81万 |
| LPL Financial LLC | 加仓 | $277.03万 |
| Central Pacific Bank - Trust Division | 新建仓 | $271.76万 |
| OneAscent Wealth Management LLC | 新建仓 | $227.30万 |
| Gotham Asset Management, LLC | 新建仓 | $199.42万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $198.56万 |
2026Q2 卖出最多
| Arkadios Wealth Advisors | 减仓 | -$1,399.41万 |
| CITADEL ADVISORS LLC | 清仓 | -$262.66万 |
| NewEdge Advisors, LLC | 减仓 | -$75.98万 |
| Belpointe Asset Management LLC | 减仓 | -$59.64万 |
| Precision Wealth Strategies, LLC | 减仓 | -$45.37万 |
| JANE STREET GROUP, LLC | 清仓 | -$44.49万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$39.89万 |
| RFG Advisory, LLC | 减仓 | -$34.81万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$32.23万 |
| Kestra Advisory Services, LLC | 清仓 | -$29.98万 |
| IEQ CAPITAL, LLC | 清仓 | -$27.18万 |
| Dakota Wealth Management | 清仓 | -$25.63万 |
| Tortoise Investment Management, LLC | 减仓 | -$24.15万 |
| Legacy Capital Wealth Partners, LLC | 清仓 | -$23.94万 |
| Advocacy Wealth Management, LLC | 清仓 | -$22.09万 |
| MBL Wealth, LLC | 减仓 | -$20.76万 |
| Bank of New York Mellon Corp | 减仓 | -$19.18万 |
| 9823 Capital, L.P. | 减仓 | -$15.93万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$12.25万 |
| Janney Montgomery Scott LLC | 减仓 | -$9.13万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8,992,908 | $1.87亿 | 0.01% | 4,040,974 | 加仓 |
| MORGAN STANLEY | 8,156,835 | $1.69亿 | 0.01% | 2,483,515 | 加仓 |
| WELLS FARGO & COMPANY/MN | 5,508,838 | $1.14亿 | 0.02% | 1,128,059 | 加仓 |
| UBS Group AG | 3,210,615 | $6,671.66万 | 0.01% | 805,465 | 加仓 |
| IFC Advisors LLC | 2,973,070 | $6,178.04万 | 7.84% | 2,056 | 加仓 |
| Arkadios Wealth Advisors | 2,889,043 | $6,003.43万 | 0.91% | -673,441 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,479,191 | $3,073.76万 | 0.01% | 160,430 | 加仓 |
| Focus Partners Wealth | 1,466,700 | $3,047.80万 | 0.03% | 1,465,700 | 加仓 |
| CHANNEL WEALTH LLC | 1,339,350 | $2,783.17万 | 6.24% | 141,391 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,214,579 | $2,523.89万 | 0.03% | 27,875 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,107,410 | $2,301.20万 | 0.01% | 563,831 | 加仓 |
| N10 WEALTH, LLC | 1,006,181 | $2,090.84万 | 7.42% | — | — |
| Bank of New York Mellon Corp | 937,679 | $1,948.50万 | 0.00% | -9,231 | 减仓 |
| EP Wealth Advisors, LLC | 902,108 | $1,874.58万 | 0.07% | 855,061 | 加仓 |
| Tortoise Investment Management, LLC | 651,023 | $1,352.83万 | 1.01% | -11,620 | 减仓 |
| STIFEL FINANCIAL CORP | 596,599 | $1,239.73万 | 0.01% | 92,034 | 加仓 |
| LPL Financial LLC | 565,204 | $1,174.49万 | 0.00% | 133,314 | 加仓 |
| Crescent Grove Advisors, LLC | 561,797 | $1,173.06万 | 0.98% | 18,612 | 加仓 |
| Baird Financial Group, Inc. | 552,850 | $1,148.82万 | 0.02% | 9,022 | 加仓 |
| MBL Wealth, LLC | 530,615 | $1,102.62万 | 0.75% | -9,989 | 减仓 |
| Greenwich Wealth Management LLC | 490,759 | $1,019.80万 | 0.37% | 46,210 | 加仓 |
| Lifestyle Asset Management, Inc. | 469,008 | $974.60万 | 2.62% | 469,008 | 新建仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 430,895 | $895.40万 | 0.14% | 42,263 | 重新持有 |
| OneAscent Financial Services LLC | 417,876 | $868.35万 | 0.42% | 417,876 | 新建仓 |
| Legacy CG, LLC | 412,073 | $856.29万 | 2.19% | 17,641 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 403,816 | $839.13万 | 0.16% | 286,699 | 加仓 |
| Beacon Capital Management, Inc. | 367,245 | $763.13万 | 0.46% | 4,026 | 加仓 |
| SSI INVESTMENT MANAGEMENT LLC | 298,053 | $619.35万 | 0.36% | 298,053 | 新建仓 |
| Wealthcare Advisory Partners LLC | 274,920 | $571.28万 | 0.11% | 88,039 | 加仓 |
| Sage Advisory Services, Ltd.Co. | 274,360 | $570.10万 | 2.81% | 18,115 | 加仓 |
| VERUS CAPITAL PARTNERS, LLC | 252,589 | $524.88万 | 0.28% | 252,589 | 新建仓 |
| Precision Wealth Strategies, LLC | 208,150 | $432.54万 | 1.30% | -21,833 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 203,620 | $423.12万 | 0.02% | 203,620 | 新建仓 |
| Heritage Trust Co | 199,018 | $413.56万 | 0.36% | 5,441 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 159,443 | $331.32万 | 0.02% | 16,979 | 加仓 |
| Mendel Money Management | 158,094 | $328.54万 | 1.20% | 15,370 | 加仓 |
| Sonoma Allocations LLC | 154,425 | $320.66万 | 1.00% | 45,647 | 加仓 |
| Weaver Consulting Group | 145,704 | $302.77万 | 0.62% | 10,823 | 加仓 |
| Camarda Financial Advisors, LLC | 140,367 | $291.68万 | 0.88% | 10,072 | 加仓 |
| Atria Investments, Inc | 137,884 | $286.52万 | 0.03% | 18,349 | 加仓 |
| Central Pacific Bank - Trust Division | 130,780 | $271.76万 | 0.28% | 130,780 | 新建仓 |
| Rockefeller Capital Management L.P. | 122,946 | $255.48万 | 0.00% | 12,639 | 加仓 |
| Fiduciary Trust Co | 118,877 | $247.03万 | 0.03% | 1,777 | 加仓 |
| Rareview Capital LLC | 110,405 | $229.64万 | 1.28% | 10,731 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 110,312 | $229.20万 | 0.00% | 95,563 | 加仓 |
| TRUIST FINANCIAL CORP | 109,845 | $228.26万 | 0.00% | 9,238 | 加仓 |
| OneAscent Wealth Management LLC | 109,382 | $227.30万 | 0.68% | 109,382 | 新建仓 |
| Sanctuary Advisors, LLC | 105,505 | $219.24万 | 0.01% | 9,779 | 加仓 |
| J. Team Financial, Inc. | 105,156 | $218.52万 | 2.12% | 21,093 | 加仓 |
| ISLAY CAPITAL MANAGEMENT, LLC | 104,900 | $217.98万 | 1.01% | 6,000 | 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 🔒