CEFS EXCHANGE LISTED FDS TR
SABA INT RATE
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 | 5,964,380 | $1.53亿 | 10 | 38 | 22 | 1 | $497.70万 |
| 2026Q1 | 84 | 5,748,136 | $1.30亿 | 7 | 39 | 19 | 6 | $133.47万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OSAIC HOLDINGS, INC. | 加仓 | $177.54万 |
| Ares Financial Consulting, LLC | 加仓 | $168.78万 |
| XML Financial, LLC | 加仓 | $91.22万 |
| Arete Wealth Advisors, LLC | 加仓 | $77.16万 |
| MATHER GROUP, LLC. | 新建仓 | $61.89万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $58.89万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $44.25万 |
| Private Capital Management, LLC | 加仓 | $43.34万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $37.48万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $34.77万 |
| Cetera Investment Advisers | 加仓 | $33.91万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $27.86万 |
| Columbus Macro, LLC | 加仓 | $25.79万 |
| ZEGA Investments, LLC | 新建仓 | $25.30万 |
| First Heartland Consultants, Inc. | 新建仓 | $21.26万 |
| NFSG Corp | 加仓 | $18.33万 |
| New England Private Wealth Advisors LLC | 加仓 | $17.53万 |
| ROYAL BANK OF CANADA | 加仓 | $17.06万 |
| Visionary Wealth Advisors | 加仓 | $14.84万 |
| AdvisorNet Financial, Inc | 加仓 | $12.84万 |
2026Q1 卖出最多
| Farther Finance Advisors, LLC | 减仓 | -$307.46万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$120.93万 |
| Foundations Investment Advisors, LLC | 减仓 | -$76.92万 |
| AMERIPRISE FINANCIAL INC | 清仓 | -$68.60万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 清仓 | -$62.94万 |
| Tidal Investments LLC | 清仓 | -$49.24万 |
| Thomas J. Herzfeld Advisors, Inc. | 减仓 | -$43.77万 |
| MILLENNIUM MANAGEMENT LLC | 清仓 | -$35.74万 |
| QUANTIFY CHAOS ADVISORS, LLC | 减仓 | -$33.32万 |
| Mariner, LLC | 清仓 | -$27.68万 |
| CALTON & ASSOCIATES, INC. | 清仓 | -$22.03万 |
| Family Manage LLC | 减仓 | -$21.64万 |
| Advisor OS, LLC | 减仓 | -$21.08万 |
| Oregon Pacific Wealth Management, LLC | 减仓 | -$15.84万 |
| LPL Financial LLC | 减仓 | -$11.46万 |
| OPPENHEIMER & CO INC | 减仓 | -$8.16万 |
| SHEETS SMITH WEALTH MANAGEMENT | 减仓 | -$5.58万 |
| Ausdal Financial Partners, Inc. | 减仓 | -$2.86万 |
| Proficio Capital Partners LLC | 减仓 | -$1.85万 |
| CARY STREET PARTNERS FINANCIAL LLC | 减仓 | -$1.84万 |
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 | 400,492 | $903.11万 | 0.00% | -5,082 | 减仓 |
| New England Private Wealth Advisors LLC | 390,515 | $880.61万 | 1.02% | 7,773 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 344,252 | $776.29万 | 0.00% | 26,116 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 306,699 | $691.61万 | 0.00% | 16,621 | 加仓 |
| ROYAL BANK OF CANADA | 298,116 | $672.30万 | 0.00% | 7,566 | 加仓 |
| AdvisorNet Financial, Inc | 281,423 | $634.61万 | 0.33% | 5,696 | 加仓 |
| Arete Wealth Advisors, LLC | 279,934 | $628.45万 | 0.47% | 34,370 | 加仓 |
| Cetera Investment Advisers | 268,853 | $606.26万 | 0.01% | 15,036 | 加仓 |
| Columbus Macro, LLC | 258,051 | $581.91万 | 0.62% | 11,435 | 加仓 |
| XML Financial, LLC | 231,780 | $522.66万 | 0.42% | 40,453 | 加仓 |
| Foundations Investment Advisors, LLC | 222,393 | $501.50万 | 0.06% | -34,113 | 减仓 |
| Private Capital Management, LLC | 213,837 | $482.20万 | 0.48% | 19,219 | 加仓 |
| Farther Finance Advisors, LLC | 181,791 | $415.97万 | 0.04% | -134,371 | 减仓 |
| OSAIC HOLDINGS, INC. | 130,868 | $295.10万 | 0.00% | 78,736 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 112,698 | $254.13万 | 0.06% | 12,355 | 加仓 |
| Ares Financial Consulting, LLC | 110,502 | $252.85万 | 1.93% | 73,762 | 加仓 |
| SCOTIA CAPITAL INC. | 103,771 | $234.00万 | 0.01% | 2,191 | 加仓 |
| Quattro Advisors LLC | 101,714 | $229.36万 | 1.99% | 193 | 加仓 |
| Visionary Wealth Advisors | 80,277 | $181.03万 | 0.08% | 6,579 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74,425 | $169.24万 | 0.00% | -53,179 | 减仓 |
| Thomas J. Herzfeld Advisors, Inc. | 64,610 | $145.70万 | 0.50% | -19,411 | 减仓 |
| Commerce Advisors, LLC | 63,363 | $142.88万 | 1.20% | — | — |
| 3EDGE Asset Management, LP | 59,835 | $134.93万 | 0.07% | 2,826 | 加仓 |
| Proficio Capital Partners LLC | 59,455 | $134.07万 | 0.07% | -820 | 减仓 |
| OPPENHEIMER & CO INC | 57,206 | $129.00万 | 0.02% | -3,618 | 减仓 |
| Lido Advisors, LLC | 52,765 | $118.99万 | 0.00% | 0 | 不变 |
| Tactive Advisors, LLC | 51,980 | $117.21万 | 0.33% | 871 | 加仓 |
| Ausdal Financial Partners, Inc. | 51,933 | $117.11万 | 0.05% | -1,269 | 减仓 |
| Chicago Partners Investment Group LLC | 45,150 | $110.12万 | 0.02% | -327 | 减仓 |
| Avior Wealth Management, LLC | 48,209 | $108.71万 | 0.03% | 3,150 | 加仓 |
| IHT Wealth Management, LLC | 47,300 | $106.66万 | 0.02% | 840 | 加仓 |
| SHEETS SMITH WEALTH MANAGEMENT | 46,034 | $103.81万 | 0.12% | -2,476 | 减仓 |
| Triumph Capital Management | 45,284 | $102.12万 | 0.21% | 1,565 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 43,398 | $97.90万 | 0.00% | 19,614 | 加仓 |
| NewEdge Advisors, LLC | 43,150 | $97.30万 | 0.00% | 3,427 | 加仓 |
| NFSG Corp | 42,740 | $96.38万 | 0.16% | 8,129 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 36,463 | $82.22万 | 0.01% | 708 | 加仓 |
| J.W. COLE ADVISORS, INC. | 28,500 | $64.27万 | 0.02% | 1,823 | 加仓 |
| Amplius Wealth Advisors, LLC | 28,382 | $64.00万 | 0.05% | 831 | 加仓 |
| MATHER GROUP, LLC. | 27,446 | $61.89万 | 0.01% | 27,446 | 新建仓 |
| Adalta Capital Management LLC | 26,135 | $58.93万 | 0.28% | 0 | 不变 |
| Family Manage LLC | 25,937 | $58.49万 | 0.07% | -9,595 | 减仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 25,642 | $57.82万 | 0.01% | -817 | 减仓 |
| CSS LLC/IL | 24,674 | $55.64万 | 0.03% | 0 | 不变 |
| Bison Wealth, LLC | 20,806 | $52.26万 | 0.05% | 2,069 | 加仓 |
| Unified Investment Management | 21,081 | $47.54万 | 0.49% | 509 | 加仓 |
| STIFEL FINANCIAL CORP | 17,577 | $39.64万 | 0.00% | 845 | 加仓 |
| CERTIOR FINANCIAL GROUP, LLC | 17,442 | $39.33万 | 0.25% | -774 | 减仓 |
| Private Advisor Group, LLC | 16,454 | $37.10万 | 0.00% | 933 | 加仓 |
| QUANTIFY CHAOS ADVISORS, LLC | 16,193 | $36.51万 | 1.14% | -14,775 | 减仓 |
内部人交易（Form 4）
CEFS 董事、高管和大股东的最新买卖申报。专业版可看 🔒