CGBL CAPITAL GROUP CORE BALANCED
SHS
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 | 360 | 137,371,196 | $52.11亿 | 38 | 232 | 48 | 8 | $8.40亿 |
| 2026Q1 | 321 | 117,223,779 | $40.35亿 | 32 | 219 | 48 | 10 | $8.31亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $1.45亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1.10亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $9,515.98万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $7,416.61万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,353.99万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2,958.06万 |
| Cetera Investment Advisers | 加仓 | $2,925.21万 |
| Compton Financial Group, LLC | 加仓 | $2,752.87万 |
| MORGAN STANLEY | 加仓 | $2,739.25万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,669.55万 |
| BENJAMIN EDWARDS INC | 加仓 | $1,415.48万 |
| Private Advisor Group, LLC | 加仓 | $1,195.10万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,130.30万 |
| STIFEL FINANCIAL CORP | 加仓 | $1,121.40万 |
| KWB Wealth | 加仓 | $967.87万 |
| Janney Montgomery Scott LLC | 加仓 | $955.99万 |
| Integrated Wealth Concepts LLC | 加仓 | $940.71万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $928.37万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $916.75万 |
| Spectrum Investment Advisors, Inc. | 新建仓 | $792.09万 |
2026Q2 卖出最多
| Mariner, LLC | 减仓 | -$1,614.49万 |
| JANE STREET GROUP, LLC | 清仓 | -$1,131.92万 |
| Aprio Wealth Management, LLC | 减仓 | -$832.83万 |
| CITADEL ADVISORS LLC | 清仓 | -$765.66万 |
| Independent Advisor Alliance | 清仓 | -$745.13万 |
| Prospera Financial Services Inc | 减仓 | -$492.61万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 减仓 | -$435.33万 |
| Merited Wealth, LLC | 减仓 | -$389.56万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$356.25万 |
| Gateway Wealth Partners, LLC | 减仓 | -$346.62万 |
| Kingsview Wealth Management, LLC | 减仓 | -$103.09万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$96.09万 |
| SFG Wealth Management, LLC. | 清仓 | -$80.59万 |
| Advisor OS, LLC | 减仓 | -$64.23万 |
| D.A. DAVIDSON & CO. | 减仓 | -$53.12万 |
| Williams & Novak, LLC | 减仓 | -$28.36万 |
| Strategic Financial Concepts, LLC | 减仓 | -$25.54万 |
| CCG WEALTH MANAGEMENT, LLC | 减仓 | -$25.53万 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 减仓 | -$24.66万 |
| Prepared Retirement Institute LLC | 减仓 | -$23.63万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 18,718,252 | $7.11亿 | 0.16% | 3,809,453 | 加仓 |
| Advance Capital Management, Inc. | 12,041,305 | $4.57亿 | 14.77% | 67,405 | 加仓 |
| WELLS FARGO & COMPANY/MN | 10,140,759 | $3.85亿 | 0.06% | 2,506,843 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 9,654,718 | $3.66亿 | 0.09% | 1,410,430 | 加仓 |
| MORGAN STANLEY | 6,153,666 | $2.34亿 | 0.01% | 721,615 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 5,674,737 | $2.15亿 | 0.06% | 1,953,795 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 5,187,858 | $1.97亿 | 0.22% | 2,892,644 | 加仓 |
| Cetera Investment Advisers | 4,819,328 | $1.83亿 | 0.17% | 770,603 | 加仓 |
| Forge Financial Services LLC | 3,842,632 | $1.46亿 | 12.56% | 77,588 | 加仓 |
| OSAIC HOLDINGS, INC. | 3,585,680 | $1.36亿 | 0.16% | 779,204 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,483,547 | $1.32亿 | 0.17% | 241,503 | 加仓 |
| ROYAL BANK OF CANADA | 2,519,318 | $9,563.30万 | 0.01% | 183,804 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,384,205 | $8,967.00万 | 0.04% | 443,912 | 加仓 |
| Kestra Advisory Services, LLC | 1,758,593 | $6,675.62万 | 0.22% | 185,041 | 加仓 |
| Aprio Wealth Management, LLC | 1,688,355 | $6,409.00万 | 3.17% | -219,398 | 减仓 |
| Janney Montgomery Scott LLC | 1,594,134 | $6,051.30万 | 0.12% | 251,843 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,595,320 | $6,009.57万 | 0.10% | 246,449 | 加仓 |
| STIFEL FINANCIAL CORP | 1,564,764 | $5,939.87万 | 0.05% | 295,414 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,347,667 | $5,115.74万 | 0.10% | 297,762 | 加仓 |
| J. Derek Lewis & Associates Inc. | 1,337,192 | $5,075.94万 | 9.59% | 100,252 | 加仓 |
| BENJAMIN EDWARDS INC | 1,314,820 | $4,991.05万 | 0.46% | 372,888 | 加仓 |
| Compton Financial Group, LLC | 1,268,449 | $4,815.03万 | 9.27% | 725,203 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 1,015,848 | $3,856.16万 | 0.52% | 45,206 | 加仓 |
| &PARTNERS | 1,005,263 | $3,827.01万 | 0.16% | 149,811 | 加仓 |
| KWB Wealth | 925,891 | $3,514.68万 | 3.01% | 254,970 | 加仓 |
| Private Advisor Group, LLC | 905,873 | $3,438.69万 | 0.16% | 314,832 | 加仓 |
| ST GERMAIN D J CO INC | 721,765 | $2,739.82万 | 0.99% | 25,365 | 加仓 |
| Concurrent Investment Advisors, LLC | 623,389 | $2,366.39万 | 0.20% | 50,481 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 575,229 | $2,183.54万 | 0.34% | 12,290 | 加仓 |
| Confluence Wealth Services, Inc. | 562,184 | $2,134.05万 | 0.61% | 29,827 | 加仓 |
| Greenbush Financial Group, LLC | 549,400 | $2,085.52万 | 6.13% | -1,841 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 548,608 | $2,082.51万 | 0.80% | 31,696 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 540,006 | $2,049.86万 | 0.23% | 58,256 | 加仓 |
| Mesirow Financial Investment Management, Inc. | 501,967 | $1,905.50万 | 0.30% | 62,615 | 加仓 |
| NewEdge Advisors, LLC | 491,913 | $1,867.30万 | 0.06% | 102,911 | 加仓 |
| Integrated Wealth Concepts LLC | 474,351 | $1,800.61万 | 0.09% | 247,820 | 加仓 |
| ASSETMARK, INC | 426,280 | $1,618.16万 | 0.03% | 115,658 | 加仓 |
| Smartleaf Asset Management LLC | 426,687 | $1,618.00万 | 0.53% | 0 | 不变 |
| Betterment LLC | 422,613 | $1,604.20万 | 0.03% | 92,455 | 加仓 |
| Quantum Financial Planning Services, Inc. | 421,907 | $1,601.56万 | 4.97% | 109,112 | 加仓 |
| Capital Group Private Client Services, Inc. | 420,622 | $1,596.68万 | 0.23% | 122,812 | 加仓 |
| PCG Wealth Advisors, LLC | 402,421 | $1,527.59万 | 3.41% | 55,468 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 395,943 | $1,503.00万 | 0.00% | 113,280 | 加仓 |
| Apollon Wealth Management, LLC | 374,554 | $1,421.81万 | 0.17% | 27,034 | 加仓 |
| Clarity Wealth Advisors, LLC | 369,648 | $1,403.18万 | 2.48% | 77,307 | 加仓 |
| World Investment Advisors | 393,194 | $1,361.54万 | 0.23% | 11,331 | 加仓 |
| B. Riley Wealth Advisors, Inc. | 354,422 | $1,343.97万 | 0.72% | 10,124 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 347,708 | $1,319.90万 | 0.29% | 4,094 | 加仓 |
| IFP Advisors, Inc | 347,015 | $1,317.27万 | 0.24% | 18,166 | 加仓 |
| Johnson Bixby & Associates, LLC | 342,396 | $1,299.74万 | 1.45% | 19,124 | 加仓 |
内部人交易（Form 4）
CGBL 董事、高管和大股东的最新买卖申报。专业版可看 🔒