CGDV CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
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 | 778 | 557,458,676 | $274.55亿 | 53 | 465 | 165 | 27 | $23.60亿 |
| 2026Q1 | 736 | 509,764,529 | $216.81亿 | 69 | 433 | 143 | 25 | $22.83亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $3.56亿 |
| Forge Financial Services LLC | 加仓 | $2.22亿 |
| MORGAN STANLEY | 加仓 | $1.42亿 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1.31亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1.17亿 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $9,544.80万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $8,393.19万 |
| Cetera Investment Advisers | 加仓 | $8,337.28万 |
| Independent Advisor Alliance | 新建仓 | $7,412.57万 |
| Capital Group Private Client Services, Inc. | 加仓 | $6,301.71万 |
| STIFEL FINANCIAL CORP | 加仓 | $5,685.12万 |
| Kestra Investment Management, LLC | 加仓 | $5,331.10万 |
| ROYAL BANK OF CANADA | 加仓 | $5,204.70万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $4,960.58万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $4,731.01万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $4,471.55万 |
| Kestra Advisory Services, LLC | 加仓 | $3,235.91万 |
| Valmark Advisers, Inc. | 加仓 | $2,633.64万 |
| Madison Wealth Partners, Inc | 新建仓 | $2,633.59万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,469.50万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$2,825.89万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$2,762.91万 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 减仓 | -$2,630.21万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,221.37万 |
| Geneos Wealth Management Inc. | 减仓 | -$1,395.33万 |
| FSA WEALTH PARTNERS, INC. | 减仓 | -$1,345.34万 |
| Souders Financial Advisors | 减仓 | -$1,283.74万 |
| StoneX Group Inc. | 清仓 | -$959.41万 |
| Mariner, LLC | 减仓 | -$774.37万 |
| Modern Wealth Management, LLC | 减仓 | -$668.80万 |
| Bank of New York Mellon Corp | 减仓 | -$587.02万 |
| RFG Advisory, LLC | 减仓 | -$579.68万 |
| TrueWealth Financial Partners | 清仓 | -$357.25万 |
| SOL Capital Management CO | 清仓 | -$353.90万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$349.38万 |
| Navis Wealth Advisors, LLC | 清仓 | -$342.91万 |
| CLG LLC | 减仓 | -$334.69万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$315.22万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$278.37万 |
| REGIMEN WEALTH, LLC | 减仓 | -$255.16万 |
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 | 71,850,473 | $30.57亿 | 0.81% | 8,359,833 | 加仓 |
| MORGAN STANLEY | 26,178,613 | $11.14亿 | 0.07% | 3,347,463 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 25,834,967 | $10.99亿 | 0.34% | 2,243,724 | 加仓 |
| Capital International Investors | 22,901,526 | $9.74亿 | 0.23% | 2,407 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 20,802,616 | $8.85亿 | 0.24% | 1,973,012 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19,806,076 | $8.43亿 | 0.52% | 1,051,139 | 加仓 |
| WELLS FARGO & COMPANY/MN | 19,052,730 | $8.11亿 | 0.15% | 2,741,507 | 加仓 |
| Cetera Investment Advisers | 18,359,294 | $7.81亿 | 0.83% | 1,959,868 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 17,913,033 | $7.62亿 | 0.06% | 1,166,097 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,468,007 | $5.73亿 | 0.80% | 1,112,133 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 13,483,605 | $5.62亿 | 0.27% | 3,150,433 | 加仓 |
| Capital Group Private Client Services, Inc. | 11,634,043 | $4.95亿 | 8.34% | 1,481,360 | 加仓 |
| Advance Capital Management, Inc. | 10,192,029 | $4.34亿 | 16.43% | 140,796 | 加仓 |
| UBS Group AG | 9,468,056 | $4.03亿 | 0.06% | 240,565 | 加仓 |
| OSAIC HOLDINGS, INC. | 9,305,519 | $3.96亿 | 0.58% | 205,343 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 7,634,516 | $3.25亿 | 0.84% | 580,513 | 加仓 |
| ROYAL BANK OF CANADA | 7,479,465 | $3.18亿 | 0.06% | 1,223,486 | 加仓 |
| STIFEL FINANCIAL CORP | 6,118,616 | $2.60亿 | 0.24% | 1,336,415 | 加仓 |
| Confluence Wealth Services, Inc. | 6,043,904 | $2.57亿 | 9.97% | 254,958 | 加仓 |
| Kestra Advisory Services, LLC | 5,857,420 | $2.49亿 | 0.94% | 760,675 | 加仓 |
| Forge Financial Services LLC | 5,642,721 | $2.40亿 | 24.31% | 5,227,689 | 加仓 |
| MML INVESTORS SERVICES, LLC | 4,271,791 | $1.82亿 | 0.50% | -649,485 | 减仓 |
| Private Advisor Group, LLC | 3,751,433 | $1.60亿 | 0.75% | 240,226 | 加仓 |
| D.A. DAVIDSON & CO. | 3,639,940 | $1.55亿 | 0.94% | 98,328 | 加仓 |
| Kestra Investment Management, LLC | 3,298,834 | $1.40亿 | 2.42% | 1,253,197 | 加仓 |
| Janney Montgomery Scott LLC | 3,280,394 | $1.40亿 | 0.35% | 351,973 | 加仓 |
| &PARTNERS | 2,647,834 | $1.13亿 | 0.56% | 268,143 | 加仓 |
| Bogart Wealth, LLC | 2,398,601 | $1.02亿 | 3.93% | 19,031 | 加仓 |
| CIBC Bancorp USA Inc. | 2,538,209 | $1.01亿 | 0.14% | — | — |
| CWM, LLC | 2,340,152 | $9,955.01万 | 0.26% | 342,344 | 加仓 |
| Johnson Bixby & Associates, LLC | 2,109,708 | $8,974.70万 | 11.13% | 38,580 | 加仓 |
| HighTower Advisors, LLC | 2,099,928 | $8,933.08万 | 0.09% | 296,592 | 加仓 |
| Equitable Holdings, Inc. | 1,910,057 | $8,319.12万 | 0.53% | 483,947 | 加仓 |
| Baird Financial Group, Inc. | 1,952,007 | $8,303.84万 | 0.13% | 95,932 | 加仓 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,914,587 | $8,144.65万 | 6.28% | 61,172 | 加仓 |
| TRUIST FINANCIAL CORP | 1,903,169 | $8,096.08万 | 0.11% | 490,239 | 加仓 |
| Mariner, LLC | 1,874,603 | $7,974.56万 | 0.09% | -182,033 | 减仓 |
| SEI INVESTMENTS CO | 1,842,457 | $7,837.81万 | 0.07% | 200,755 | 加仓 |
| Merit Financial Group, LLC | 1,792,844 | $7,626.76万 | 0.57% | 37,994 | 加仓 |
| Independent Advisor Alliance | 1,742,493 | $7,412.57万 | 0.80% | 1,742,493 | 新建仓 |
| Valmark Advisers, Inc. | 1,680,301 | $7,148.00万 | 0.85% | 619,097 | 加仓 |
| WNY Asset Management, LLC | 1,590,216 | $6,764.78万 | 6.99% | — | — |
| IAM Advisory, LLC | 1,454,394 | $6,186.99万 | 13.86% | 27,546 | 加仓 |
| Integrated Wealth Concepts LLC | 1,449,483 | $6,166.10万 | 0.49% | 111,784 | 加仓 |
| NewEdge Advisors, LLC | 1,425,035 | $6,062.11万 | 0.22% | 73,645 | 加仓 |
| Aptus Capital Advisors, LLC | 1,411,251 | $6,003.46万 | 0.47% | 38,956 | 加仓 |
| Wealthcare Advisory Partners LLC | 1,305,709 | $5,554.48万 | 1.08% | 69,476 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,298,302 | $5,542.45万 | 0.11% | -520,348 | 减仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,255,489 | $5,344.32万 | 3.37% | 2,830 | 加仓 |
| TUDOR INVESTMENT CORP ET AL | 1,246,887 | $5,304.26万 | 0.10% | 511,700 | 加仓 |
内部人交易（Form 4）
CGDV 董事、高管和大股东的最新买卖申报。专业版可看 🔒