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 🔒 | ||||||||
2026Q1 买入最多
| Forge Financial Services LLC | 新建仓 | $1.30亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1.04亿 |
| Advance Capital Management, Inc. | 加仓 | $8,905.96万 |
| LPL Financial LLC | 加仓 | $8,028.14万 |
| MORGAN STANLEY | 加仓 | $4,712.99万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,469.34万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $3,853.65万 |
| Cetera Investment Advisers | 加仓 | $2,489.46万 |
| Compton Financial Group, LLC | 加仓 | $1,791.49万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,665.65万 |
| Janney Montgomery Scott LLC | 加仓 | $1,645.21万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,463.71万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $1,235.75万 |
| Betterment LLC | 新建仓 | $1,136.10万 |
| ROYAL BANK OF CANADA | 加仓 | $1,122.83万 |
| BENJAMIN EDWARDS INC | 加仓 | $1,016.10万 |
| Gateway Wealth Partners, LLC | 加仓 | $983.31万 |
| Kestra Advisory Services, LLC | 加仓 | $933.22万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $801.13万 |
| Independent Advisor Alliance | 新建仓 | $745.13万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,353.60万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$932.65万 |
| Baird Financial Group, Inc. | 减仓 | -$617.79万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$561.29万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$203.52万 |
| VestGen Advisors, LLC | 减仓 | -$187.90万 |
| J.W. COLE ADVISORS, INC. | 减仓 | -$158.97万 |
| B. Riley Wealth Advisors, Inc. | 减仓 | -$131.69万 |
| Farther Finance Advisors, LLC | 减仓 | -$94.77万 |
| Kestra Investment Management, LLC | 清仓 | -$89.78万 |
| Base Wealth Management LLC | 减仓 | -$86.79万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$83.86万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$81.11万 |
| Englebert Financial Advisers, LLC | 减仓 | -$74.75万 |
| Davies Financial Advisors, Inc. | 清仓 | -$68.75万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$61.50万 |
| OakTrust Wealth Advisors, LLC | 减仓 | -$47.65万 |
| CARY STREET PARTNERS FINANCIAL LLC | 减仓 | -$43.54万 |
| J HAGAN CAPITAL, INC. | 减仓 | -$42.28万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 减仓 | -$38.47万 |
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 | 14,908,799 | $5.13亿 | 0.14% | 2,333,083 | 加仓 |
| Advance Capital Management, Inc. | 11,973,900 | $4.12亿 | 15.61% | 2,588,189 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 8,244,288 | $2.84亿 | 0.08% | 1,298,850 | 加仓 |
| WELLS FARGO & COMPANY/MN | 7,633,916 | $2.63亿 | 0.05% | 3,011,786 | 加仓 |
| MORGAN STANLEY | 5,432,051 | $1.87亿 | 0.01% | 1,369,656 | 加仓 |
| Cetera Investment Advisers | 4,048,725 | $1.39亿 | 0.15% | 723,471 | 加仓 |
| Forge Financial Services LLC | 3,765,044 | $1.30亿 | 13.12% | 3,765,044 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 3,720,942 | $1.28亿 | 0.04% | 1,119,922 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,242,044 | $1.12亿 | 0.16% | 484,059 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,806,476 | $9,657.81万 | 0.14% | 200,101 | 加仓 |
| ROYAL BANK OF CANADA | 2,335,514 | $8,036.40万 | 0.01% | 326,314 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,295,214 | $7,897.80万 | 0.20% | 43,205 | 加仓 |
| CWM, LLC | 2,229,671 | $7,672.30万 | 0.20% | 61,631 | 加仓 |
| Aprio Wealth Management, LLC | 1,907,753 | $6,564.58万 | 3.59% | 97,382 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,940,293 | $6,562.07万 | 0.03% | 432,793 | 加仓 |
| Kestra Advisory Services, LLC | 1,573,552 | $5,414.59万 | 0.20% | 271,207 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,348,871 | $4,667.10万 | 0.09% | -680,231 | 减仓 |
| Janney Montgomery Scott LLC | 1,342,291 | $4,618.80万 | 0.11% | 478,121 | 加仓 |
| STIFEL FINANCIAL CORP | 1,269,350 | $4,367.80万 | 0.04% | 214,620 | 加仓 |
| J. Derek Lewis & Associates Inc. | 1,236,940 | $4,261.84万 | 9.59% | 90,606 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,049,905 | $3,612.72万 | 0.10% | 73,327 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 970,642 | $3,339.98万 | 0.52% | 359,126 | 加仓 |
| BENJAMIN EDWARDS INC | 941,932 | $3,241.19万 | 0.32% | 295,293 | 加仓 |
| &PARTNERS | 855,452 | $2,943.01万 | 0.15% | 145,478 | 加仓 |
| ST GERMAIN D J CO INC | 696,400 | $2,396.31万 | 0.95% | 9,978 | 加仓 |
| KWB Wealth | 670,921 | $2,370.36万 | 2.34% | -2,537 | 减仓 |
| Private Advisor Group, LLC | 591,041 | $2,033.77万 | 0.10% | 115,409 | 加仓 |
| Concurrent Investment Advisors, LLC | 572,908 | $1,971.38万 | 0.21% | -271,041 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 562,939 | $1,937.09万 | 0.35% | 66,608 | 加仓 |
| Greenbush Financial Group, LLC | 551,241 | $1,896.82万 | 6.28% | 36,285 | 加仓 |
| Compton Financial Group, LLC | 543,246 | $1,869.31万 | 4.13% | 520,631 | 加仓 |
| Confluence Wealth Services, Inc. | 532,357 | $1,831.84万 | 0.71% | 39,819 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 516,912 | $1,778.69万 | 0.78% | 232,819 | 加仓 |
| Mariner, LLC | 482,712 | $1,661.01万 | 0.02% | 43,602 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 481,750 | $1,657.70万 | 0.20% | 1,878 | 加仓 |
| Mesirow Financial Investment Management, Inc. | 439,352 | $1,511.78万 | 0.24% | 186,005 | 加仓 |
| Smartleaf Asset Management LLC | 426,687 | $1,441.35万 | 0.52% | 26,301 | 加仓 |
| NewEdge Advisors, LLC | 389,002 | $1,338.56万 | 0.05% | 59,864 | 加仓 |
| World Investment Advisors | 381,863 | $1,313.99万 | 0.21% | 107,953 | 加仓 |
| D.A. DAVIDSON & CO. | 352,726 | $1,213.73万 | 0.07% | 57,423 | 加仓 |
| Gateway Wealth Partners, LLC | 350,388 | $1,205.68万 | 0.47% | 285,763 | 加仓 |
| Apollon Wealth Management, LLC | 347,520 | $1,195.82万 | 0.19% | 90,788 | 加仓 |
| PCG Wealth Advisors, LLC | 346,953 | $1,193.87万 | 3.02% | 121,045 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 343,614 | $1,182.38万 | 0.29% | -12,652 | 减仓 |
| B. Riley Wealth Advisors, Inc. | 344,298 | $1,163.04万 | 0.74% | -38,985 | 减仓 |
| Betterment LLC | 330,158 | $1,136.10万 | 0.02% | 330,158 | 新建仓 |
| JANE STREET GROUP, LLC | 328,952 | $1,131.92万 | 0.00% | 128,952 | 加仓 |
| IFP Advisors, Inc | 328,849 | $1,131.57万 | 0.23% | 11,626 | 加仓 |
| Hartmann Taylor Wealth Management, LLC | 326,175 | $1,122.37万 | 7.42% | 2,932 | 加仓 |
| Johnson Bixby & Associates, LLC | 323,272 | $1,112.38万 | 1.38% | 6,437 | 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 🔒