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 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $4.54亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3.97亿 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1.43亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1.37亿 |
| OSAIC HOLDINGS, INC. | 加仓 | $1.10亿 |
| Private Advisor Group, LLC | 加仓 | $1.04亿 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $9,645.64万 |
| MORGAN STANLEY | 加仓 | $9,288.15万 |
| CIBC Bancorp USA Inc. | 加仓 | $9,276.16万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $8,785.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $7,022.69万 |
| Kestra Advisory Services, LLC | 加仓 | $5,409.21万 |
| Cullen/Frost Bankers, Inc. | 加仓 | $5,297.74万 |
| Capital Group Private Client Services, Inc. | 加仓 | $5,051.76万 |
| Confluence Wealth Services, Inc. | 加仓 | $4,512.67万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $3,975.87万 |
| Ameritas Advisory Services, LLC | 加仓 | $3,457.06万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,823.12万 |
| DMKC Advisory Services, LLC | 加仓 | $2,789.08万 |
| ROYAL BANK OF CANADA | 加仓 | $2,696.51万 |
2026Q2 卖出最多
| Mariner, LLC | 减仓 | -$7,654.63万 |
| Independent Advisor Alliance | 清仓 | -$7,412.57万 |
| TUDOR INVESTMENT CORP ET AL | 减仓 | -$5,913.65万 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 减仓 | -$3,810.47万 |
| Kestra Investment Management, LLC | 减仓 | -$3,784.08万 |
| JANE STREET GROUP, LLC | 减仓 | -$1,475.68万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$1,442.84万 |
| WIN ADVISORS, INC | 清仓 | -$1,146.38万 |
| Secure Asset Management, LLC | 减仓 | -$869.40万 |
| Avior Wealth Management, LLC | 清仓 | -$859.76万 |
| NewEdge Advisors, LLC | 减仓 | -$783.33万 |
| Gateway Wealth Partners, LLC | 减仓 | -$661.66万 |
| RFG Advisory, LLC | 减仓 | -$614.16万 |
| Richmond Investment Services, LLC | 减仓 | -$579.80万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 减仓 | -$536.96万 |
| Visionary Wealth Advisors | 减仓 | -$480.16万 |
| Cetera Investment Advisers | 减仓 | -$410.59万 |
| EWA, LLC | 减仓 | -$404.51万 |
| VISTA INVESTMENT PARTNERS II, LLC | 清仓 | -$378.54万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$319.88万 |
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 | 81,072,273 | $39.95亿 | 0.90% | 9,221,800 | 加仓 |
| MORGAN STANLEY | 28,063,384 | $13.83亿 | 0.07% | 1,884,771 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 27,792,280 | $13.70亿 | 0.37% | 1,957,313 | 加仓 |
| Capital International Investors | 22,961,587 | $11.32亿 | 0.23% | 60,061 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 22,227,674 | $10.95亿 | 0.26% | 1,425,058 | 加仓 |
| WELLS FARGO & COMPANY/MN | 21,822,980 | $10.75亿 | 0.17% | 2,770,250 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,588,874 | $10.64亿 | 0.57% | 1,782,798 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 18,419,265 | $9.08亿 | 0.06% | 506,232 | 加仓 |
| Cetera Investment Advisers | 18,275,976 | $9.01亿 | 0.82% | -83,318 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 16,425,629 | $7.96亿 | 0.32% | 2,942,024 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 15,684,465 | $7.73亿 | 0.88% | 8,049,949 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,667,917 | $6.74亿 | 0.85% | 199,910 | 加仓 |
| Capital Group Private Client Services, Inc. | 12,659,156 | $6.24亿 | 8.79% | 1,025,113 | 加仓 |
| OSAIC HOLDINGS, INC. | 11,545,200 | $5.69亿 | 0.67% | 2,239,681 | 加仓 |
| Advance Capital Management, Inc. | 10,657,305 | $5.25亿 | 16.98% | 465,276 | 加仓 |
| UBS Group AG | 9,857,339 | $4.86亿 | 0.06% | 389,283 | 加仓 |
| ROYAL BANK OF CANADA | 8,026,645 | $3.96亿 | 0.06% | 547,180 | 加仓 |
| Confluence Wealth Services, Inc. | 6,959,626 | $3.43亿 | 9.81% | 915,722 | 加仓 |
| Kestra Advisory Services, LLC | 6,955,068 | $3.43亿 | 1.11% | 1,097,648 | 加仓 |
| STIFEL FINANCIAL CORP | 6,521,495 | $3.21亿 | 0.27% | 402,879 | 加仓 |
| Private Advisor Group, LLC | 5,858,151 | $2.89亿 | 1.32% | 2,106,718 | 加仓 |
| Forge Financial Services LLC | 5,686,869 | $2.80亿 | 24.14% | 44,148 | 加仓 |
| MML INVESTORS SERVICES, LLC | 5,078,583 | $2.50亿 | 0.51% | 806,792 | 加仓 |
| CIBC Bancorp USA Inc. | 4,427,417 | $2.17亿 | 0.26% | 1,889,208 | 加仓 |
| D.A. DAVIDSON & CO. | 3,732,526 | $1.84亿 | 1.02% | 92,586 | 加仓 |
| Janney Montgomery Scott LLC | 3,393,461 | $1.67亿 | 0.32% | 113,067 | 加仓 |
| &PARTNERS | 2,876,171 | $1.42亿 | 0.58% | 228,337 | 加仓 |
| Kestra Investment Management, LLC | 2,530,961 | $1.25亿 | 2.42% | -767,873 | 减仓 |
| Bogart Wealth, LLC | 2,429,786 | $1.20亿 | 4.10% | 31,185 | 加仓 |
| HighTower Advisors, LLC | 2,251,668 | $1.11亿 | 0.11% | 151,740 | 加仓 |
| Johnson Bixby & Associates, LLC | 2,140,742 | $1.05亿 | 11.78% | 31,034 | 加仓 |
| Baird Financial Group, Inc. | 2,110,374 | $1.04亿 | 0.14% | 158,367 | 加仓 |
| Integrated Wealth Concepts LLC | 2,022,356 | $9,966.18万 | 0.49% | 572,873 | 加仓 |
| SEI INVESTMENTS CO | 2,001,835 | $9,865.06万 | 0.09% | 159,378 | 加仓 |
| TRUIST FINANCIAL CORP | 1,942,547 | $9,572.87万 | 0.11% | 39,378 | 加仓 |
| Equitable Holdings, Inc. | 1,895,821 | $9,342.63万 | 0.56% | -14,236 | 减仓 |
| Merit Financial Group, LLC | 1,765,060 | $8,698.21万 | 0.53% | -27,784 | 减仓 |
| Valmark Advisers, Inc. | 1,727,974 | $8,515.46万 | 0.90% | 47,673 | 加仓 |
| WNY Asset Management, LLC | 1,592,072 | $7,845.73万 | 7.01% | 1,856 | 加仓 |
| IAM Advisory, LLC | 1,463,839 | $7,213.80万 | 14.06% | 9,445 | 加仓 |
| Aptus Capital Advisors, LLC | 1,429,177 | $7,042.98万 | 0.48% | 17,926 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,384,672 | $6,854.12万 | 0.11% | 86,370 | 加仓 |
| ASSETMARK, INC | 1,359,717 | $6,700.69万 | 0.12% | 514,035 | 加仓 |
| BENJAMIN EDWARDS INC | 1,344,683 | $6,626.58万 | 0.60% | 251,671 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,281,501 | $6,320.04万 | 3.55% | 26,012 | 加仓 |
| NewEdge Advisors, LLC | 1,266,080 | $6,239.24万 | 0.19% | -158,955 | 减仓 |
| Wealthcare Advisory Partners LLC | 1,259,466 | $6,206.65万 | 1.18% | -46,243 | 减仓 |
| Prospera Financial Services Inc | 1,237,244 | $6,097.11万 | 0.89% | 68,193 | 加仓 |
| Cullen/Frost Bankers, Inc. | 1,222,092 | $6,022.47万 | 0.59% | 1,075,028 | 加仓 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,141,359 | $5,624.62万 | 4.16% | -773,228 | 减仓 |
内部人交易（Form 4）
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