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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $158.97万 |
| AdvisorNet Financial, Inc | 加仓 | $107.14万 |
| XML Financial, LLC | 加仓 | $98.79万 |
| Private Capital Management, LLC | 加仓 | $75.42万 |
| LPL Financial LLC | 加仓 | $58.09万 |
| New England Private Wealth Advisors LLC | 加仓 | $51.11万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $49.74万 |
| Cetera Investment Advisers | 加仓 | $43.62万 |
| Columbus Macro, LLC | 加仓 | $39.91万 |
| Visionary Wealth Advisors | 加仓 | $39.50万 |
| Richard Young Associates, Ltd. | 新建仓 | $37.89万 |
| Perigon Wealth Management, LLC | 新建仓 | $30.47万 |
| RITHOLTZ WEALTH MANAGEMENT | 新建仓 | $26.79万 |
| CITADEL ADVISORS LLC | 新建仓 | $25.42万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $24.65万 |
| WEDBUSH SECURITIES INC | 新建仓 | $23.90万 |
| Brookstone Capital Management | 新建仓 | $23.81万 |
| Integrated Wealth Concepts LLC | 新建仓 | $22.13万 |
| Sanctuary Advisors, LLC | 新建仓 | $21.88万 |
| Atria Investments, Inc | 新建仓 | $21.51万 |
2026Q2 卖出最多
| OPPENHEIMER & CO INC | 减仓 | -$109.98万 |
| Farther Finance Advisors, LLC | 减仓 | -$94.81万 |
| Foundations Investment Advisors, LLC | 减仓 | -$82.59万 |
| ROYAL BANK OF CANADA | 减仓 | -$81.86万 |
| Family Manage LLC | 清仓 | -$58.49万 |
| NewEdge Advisors, LLC | 减仓 | -$51.33万 |
| Fort Point Capital Partners LLC | 重新持有 | -$42.86万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 减仓 | -$30.12万 |
| Ares Financial Consulting, LLC | 减仓 | -$11.71万 |
| Thomas J. Herzfeld Advisors, Inc. | 减仓 | -$6.56万 |
| CARY STREET PARTNERS FINANCIAL LLC | 减仓 | -$6.00万 |
| MATHER GROUP, LLC. | 减仓 | -$5.93万 |
| CERTIOR FINANCIAL GROUP, LLC | 减仓 | -$5.38万 |
| Oregon Pacific Wealth Management, LLC | 减仓 | -$3.32万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3.10万 |
| Quattro Advisors LLC | 减仓 | -$2.68万 |
| Avior Wealth Management, LLC | 减仓 | -$1.03万 |
| Chicago Partners Investment Group LLC | 减仓 | -$9,521 |
| SHEETS SMITH WEALTH MANAGEMENT | 减仓 | -$8,871 |
| Gladstone Institutional Advisory LLC | 减仓 | -$8,743 |
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 LLC | 423,147 | $1,084.95万 | 0.00% | 22,655 | 加仓 |
| New England Private Wealth Advisors LLC | 410,877 | $1,031.30万 | 1.00% | 20,362 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 353,867 | $907.32万 | 0.00% | 9,615 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 326,100 | $836.12万 | 0.00% | 19,401 | 加仓 |
| AdvisorNet Financial, Inc | 323,208 | $828.71万 | 0.38% | 41,785 | 加仓 |
| Arete Wealth Advisors, LLC | 286,252 | $733.95万 | 0.49% | 6,318 | 加仓 |
| Cetera Investment Advisers | 285,866 | $732.96万 | 0.01% | 17,013 | 加仓 |
| Columbus Macro, LLC | 273,615 | $701.55万 | 0.68% | 15,564 | 加仓 |
| XML Financial, LLC | 270,311 | $693.08万 | 0.50% | 38,531 | 加仓 |
| ROYAL BANK OF CANADA | 266,188 | $682.50万 | 0.00% | -31,928 | 减仓 |
| Private Capital Management, LLC | 243,252 | $623.70万 | 0.55% | 29,415 | 加仓 |
| Foundations Investment Advisors, LLC | 190,181 | $487.62万 | 0.05% | -32,212 | 减仓 |
| Farther Finance Advisors, LLC | 144,815 | $371.31万 | 0.03% | -36,976 | 减仓 |
| OSAIC HOLDINGS, INC. | 135,375 | $347.09万 | 0.00% | 4,507 | 加仓 |
| Ares Financial Consulting, LLC | 105,934 | $271.61万 | 1.89% | -4,568 | 减仓 |
| SCOTIA CAPITAL INC. | 105,734 | $271.10万 | 0.01% | 1,963 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 105,418 | $270.20万 | 0.00% | 62,020 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 100,949 | $258.83万 | 0.05% | -11,749 | 减仓 |
| Quattro Advisors LLC | 100,670 | $258.12万 | 1.72% | -1,044 | 减仓 |
| Visionary Wealth Advisors | 95,683 | $245.33万 | 0.10% | 15,406 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,205 | $185.80万 | 0.00% | -1,220 | 减仓 |
| Commerce Advisors, LLC | 63,473 | $162.75万 | 0.88% | 110 | 加仓 |
| Thomas J. Herzfeld Advisors, Inc. | 62,053 | $159.10万 | 0.49% | -2,557 | 减仓 |
| 3EDGE Asset Management, LP | 61,164 | $156.82万 | 0.07% | 1,329 | 加仓 |
| Proficio Capital Partners LLC | 59,455 | $152.44万 | 0.05% | 0 | 不变 |
| Tactive Advisors, LLC | 54,387 | $139.45万 | 0.34% | 2,407 | 加仓 |
| Lido Advisors, LLC | 52,765 | $135.29万 | 0.00% | 0 | 不变 |
| Ausdal Financial Partners, Inc. | 51,633 | $132.39万 | 0.05% | -300 | 减仓 |
| Avior Wealth Management, LLC | 47,809 | $122.58万 | 0.03% | -400 | 减仓 |
| NFSG Corp | 47,681 | $122.25万 | 0.15% | 4,941 | 加仓 |
| IHT Wealth Management, LLC | 47,468 | $121.71万 | 0.03% | 168 | 加仓 |
| Triumph Capital Management | 46,694 | $119.72万 | 0.22% | 1,410 | 加仓 |
| SHEETS SMITH WEALTH MANAGEMENT | 45,688 | $117.14万 | 0.12% | -346 | 减仓 |
| Chicago Partners Investment Group LLC | 44,771 | $112.47万 | 0.02% | -379 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 40,315 | $103.37万 | 0.01% | 3,852 | 加仓 |
| Amplius Wealth Advisors, LLC | 28,861 | $74.00万 | 0.05% | 479 | 加仓 |
| J.W. COLE ADVISORS, INC. | 28,559 | $73.22万 | 0.01% | 59 | 加仓 |
| Adalta Capital Management LLC | 26,135 | $67.01万 | 0.29% | 0 | 不变 |
| MATHER GROUP, LLC. | 25,132 | $64.44万 | 0.01% | -2,314 | 减仓 |
| CSS LLC/IL | 24,674 | $63.26万 | 0.02% | 0 | 不变 |
| CARY STREET PARTNERS FINANCIAL LLC | 23,302 | $59.75万 | 0.01% | -2,340 | 减仓 |
| NewEdge Advisors, LLC | 23,131 | $59.31万 | 0.00% | -20,019 | 减仓 |
| Bison Wealth, LLC | 22,541 | $57.48万 | 0.05% | 1,735 | 加仓 |
| Unified Investment Management | 21,090 | $54.07万 | 0.50% | 9 | 加仓 |
| Private Advisor Group, LLC | 18,658 | $47.84万 | 0.00% | 2,204 | 加仓 |
| STIFEL FINANCIAL CORP | 17,815 | $45.68万 | 0.00% | 238 | 加仓 |
| QUANTIFY CHAOS ADVISORS, LLC | 16,193 | $41.52万 | 1.17% | 0 | 不变 |
| Fort Point Capital Partners LLC | 16,063 | $41.19万 | 0.03% | -16,715 | 重新持有 |
| AQR CAPITAL MANAGEMENT LLC | 15,636 | $40.09万 | 0.00% | 218 | 加仓 |
| Advisor OS, LLC | 15,420 | $39.54万 | 0.03% | -42 | 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 🔒