CDX SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD 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 | 92 | 13,206,016 | $2.79亿 | 19 | 40 | 27 | 16 | -$3,035.78万 |
| 2026Q1 | 86 | 14,570,874 | $3.11亿 | 13 | 40 | 25 | 13 | $2,811.15万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $335.94万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 加仓 | $247.63万 |
| Soltis Investment Advisors LLC | 加仓 | $213.31万 |
| Insight Wealth Strategies, LLC | 加仓 | $176.46万 |
| WCG Wealth Advisors LLC | 加仓 | $176.29万 |
| Arkadios Wealth Advisors | 新建仓 | $173.47万 |
| Advisor OS, LLC | 新建仓 | $168.80万 |
| Janney Montgomery Scott LLC | 加仓 | $132.79万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $114.07万 |
| Mosley Wealth Management | 新建仓 | $109.12万 |
| Orion Porfolio Solutions, LLC | 加仓 | $84.37万 |
| Fifth Third Securities, Inc. | 加仓 | $73.47万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $67.37万 |
| NORDEN GROUP LLC | 新建仓 | $61.44万 |
| Envestnet Portfolio Solutions, Inc. | 加仓 | $54.36万 |
| Synergy Asset Management, LLC | 新建仓 | $53.97万 |
| SteelPeak Wealth, LLC | 新建仓 | $49.73万 |
| BANK OF AMERICA CORP /DE/ | 新建仓 | $37.28万 |
| WealthCare Asset Management, LLC | 加仓 | $36.60万 |
| Park Edge Advisors, LLC | 加仓 | $34.53万 |
2026Q2 卖出最多
| NewEdge Wealth, LLC | 清仓 | -$785.76万 |
| Altiora Financial Group, LLC | 减仓 | -$688.76万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$674.94万 |
| Prime Capital Investment Advisors, LLC | 减仓 | -$618.91万 |
| Mid-American Wealth Advisory Group, Inc. | 清仓 | -$468.58万 |
| LPL Financial LLC | 减仓 | -$461.87万 |
| NewEdge Advisors, LLC | 减仓 | -$418.21万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$214.04万 |
| AE Wealth Management LLC | 减仓 | -$169.43万 |
| RFG Advisory, LLC | 清仓 | -$121.99万 |
| Independent Wealth Advisors LLC | 减仓 | -$119.42万 |
| Almanack Investment Partners, LLC. | 减仓 | -$113.79万 |
| Summit Financial, LLC | 清仓 | -$111.99万 |
| Private Advisor Group, LLC | 清仓 | -$107.05万 |
| CITADEL ADVISORS LLC | 减仓 | -$100.02万 |
| STEPHENS INC /AR/ | 减仓 | -$96.30万 |
| Security National Bank | 减仓 | -$95.08万 |
| Worth Asset Management, LLC | 清仓 | -$56.46万 |
| Ankerstar Wealth, LLC | 减仓 | -$52.24万 |
| Cambridge Investment Research Advisors, Inc. | 清仓 | -$51.60万 |
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 |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,941,740 | $4,100.95万 | 0.74% | 117,249 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,655,982 | $3,497.43万 | 0.01% | 159,062 | 加仓 |
| AE Wealth Management LLC | 1,184,163 | $2,500.96万 | 0.12% | -80,224 | 减仓 |
| Park Edge Advisors, LLC | 772,287 | $1,631.07万 | 3.43% | 16,351 | 加仓 |
| Insight Wealth Strategies, LLC | 764,328 | $1,601.27万 | 1.56% | 84,230 | 加仓 |
| Altiora Financial Group, LLC | 572,852 | $1,209.86万 | 1.91% | -326,118 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 432,404 | $913.24万 | 0.11% | 54,012 | 加仓 |
| DRIVE WEALTH MANAGEMENT, LLC | 374,924 | $791.84万 | 1.41% | -21,587 | 减仓 |
| Orion Porfolio Solutions, LLC | 373,393 | $788.61万 | 0.06% | 39,946 | 加仓 |
| LPL Financial LLC | 367,962 | $777.14万 | 0.00% | -218,689 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 318,211 | $672.06万 | 0.26% | 31,898 | 加仓 |
| Meridian Wealth Management, LLC | 314,635 | $664.51万 | 0.20% | 6,223 | 加仓 |
| Soltis Investment Advisors LLC | 273,003 | $576.58万 | 0.32% | 101,000 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 267,497 | $564.95万 | 0.03% | 25,739 | 加仓 |
| WCG Wealth Advisors LLC | 256,662 | $542.07万 | 0.13% | 83,471 | 加仓 |
| OSAIC HOLDINGS, INC. | 250,086 | $528.18万 | 0.01% | 6,973 | 加仓 |
| SlateStone Wealth, LLC | 232,405 | $490.80万 | 0.38% | -951 | 减仓 |
| ADAPT WEALTH ADVISORS, LLC | 201,459 | $425.48万 | 1.39% | -12,701 | 减仓 |
| Focus Partners Wealth | 199,619 | $421.60万 | 0.00% | 3,482 | 加仓 |
| Security National Bank | 173,368 | $366.15万 | 0.44% | -45,020 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 172,024 | $363.31万 | 0.00% | -17,397 | 减仓 |
| Fifth Third Securities, Inc. | 165,206 | $348.92万 | 0.20% | 34,788 | 加仓 |
| Steward Partners Investment Advisory, LLC | 138,183 | $291.84万 | 0.01% | -4,758 | 减仓 |
| Janney Montgomery Scott LLC | 134,820 | $284.70万 | 0.01% | 62,881 | 加仓 |
| Kingsview Wealth Management, LLC | 127,672 | $269.64万 | 0.03% | 2,974 | 加仓 |
| Centennial Wealth Advisory LLC | 99,052 | $209.20万 | 0.45% | 907 | 加仓 |
| Pekin Hardy Strauss, Inc. | 96,820 | $204.48万 | 0.18% | -22,896 | 减仓 |
| Arkadios Wealth Advisors | 82,136 | $173.47万 | 0.03% | 82,136 | 新建仓 |
| Advisor OS, LLC | 79,922 | $168.80万 | 0.11% | 79,922 | 新建仓 |
| SILVER OAK SECURITIES, INCORPORATED | 62,272 | $131.52万 | 0.08% | -730 | 减仓 |
| CITADEL ADVISORS LLC | 60,280 | $127.31万 | 0.00% | -47,360 | 减仓 |
| Advisory Services Network, LLC | 59,261 | $125.16万 | 0.01% | -32 | 减仓 |
| TD Waterhouse Canada Inc. | 54,500 | $114.18万 | 0.00% | 5,900 | 加仓 |
| Retirement Planning Group, LLC | 53,616 | $113.24万 | 0.03% | 12,439 | 加仓 |
| Mosley Wealth Management | 51,665 | $109.12万 | 0.35% | 51,665 | 新建仓 |
| CIBC WORLD MARKET INC. | 46,450 | $98.10万 | 0.00% | 351 | 加仓 |
| CreativeOne Wealth, LLC | 45,947 | $97.04万 | 0.02% | 14,042 | 加仓 |
| Independent Wealth Advisors LLC | 45,848 | $96.83万 | 0.88% | -56,542 | 减仓 |
| MML INVESTORS SERVICES, LLC | 44,206 | $93.36万 | 0.00% | 1,121 | 加仓 |
| Regatta Research & Money Management | 43,300 | $91.45万 | 0.86% | — | — |
| WealthCare Asset Management, LLC | 34,128 | $72.08万 | 0.30% | 17,327 | 加仓 |
| Belpointe Asset Management LLC | 33,481 | $70.71万 | 0.02% | 1,973 | 加仓 |
| Almanack Investment Partners, LLC. | 33,098 | $69.90万 | 0.09% | -53,877 | 减仓 |
| Advisor Resource Council | 32,003 | $67.11万 | 0.19% | 2,694 | 加仓 |
| Cooper Financial Group | 30,024 | $63.41万 | 0.05% | 0 | 不变 |
| NORDEN GROUP LLC | 29,092 | $61.44万 | 0.05% | 29,092 | 新建仓 |
| NewEdge Advisors, LLC | 28,075 | $59.30万 | 0.00% | -198,014 | 减仓 |
| GFS Advisors, LLC | 17,225 | $55.64万 | 0.01% | 5,100 | 加仓 |
| Synergy Asset Management, LLC | 25,555 | $53.97万 | 0.05% | 25,555 | 新建仓 |
| BayBridge Capital Group, LLC | 25,446 | $53.74万 | 0.28% | 15,229 | 加仓 |
内部人交易(Form 4)
CDX 董事、高管和大股东的最新买卖申报。专业版可看 🔒