CGGO CAPITAL GROUP GBL GROWTH EQT
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 | 454 | 221,191,699 | $93.50亿 | 50 | 228 | 104 | 19 | $7.61亿 |
| 2026Q1 | 419 | 203,589,249 | $67.93亿 | 28 | 224 | 93 | 11 | $9,010.30万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Forge Financial Services LLC | 加仓 | $1.66亿 |
| Capital Group Private Client Services, Inc. | 加仓 | $8,423.66万 |
| MORGAN STANLEY | 加仓 | $6,681.52万 |
| LPL Financial LLC | 加仓 | $6,435.83万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $6,074.79万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $4,630.46万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $4,051.82万 |
| ROYAL BANK OF CANADA | 加仓 | $2,780.32万 |
| Cetera Investment Advisers | 加仓 | $1,875.44万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,815.14万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,732.93万 |
| JANE STREET GROUP, LLC | 重新持有 | $1,494.80万 |
| Independent Advisor Alliance | 新建仓 | $1,305.15万 |
| &PARTNERS | 加仓 | $1,188.34万 |
| Kestra Investment Management, LLC | 加仓 | $1,142.59万 |
| SEI INVESTMENTS CO | 加仓 | $1,136.83万 |
| SILVER OAK SECURITIES, INCORPORATED | 新建仓 | $1,127.47万 |
| UBS Group AG | 加仓 | $1,072.74万 |
| JPMORGAN CHASE & CO | 加仓 | $971.88万 |
| Stonebridge Financial Group, LLC | 加仓 | $870.19万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$6.76亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,110.08万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,218.99万 |
| Royal Harbor Partners, LLC | 清仓 | -$975.49万 |
| Farther Finance Advisors, LLC | 减仓 | -$938.98万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$862.51万 |
| CITADEL ADVISORS LLC | 重新持有 | -$857.92万 |
| Baird Financial Group, Inc. | 减仓 | -$794.83万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$647.46万 |
| Private Advisor Group, LLC | 减仓 | -$425.54万 |
| Prospera Financial Services Inc | 减仓 | -$419.85万 |
| SAGESPRING WEALTH PARTNERS, LLC | 减仓 | -$243.46万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$219.35万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 减仓 | -$214.94万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$209.09万 |
| WEST MICHIGAN ADVISORS, LLC | 减仓 | -$189.99万 |
| AA Financial Advisors, LLC | 减仓 | -$138.33万 |
| D.A. DAVIDSON & CO. | 减仓 | -$112.26万 |
| RENAISSANCE TECHNOLOGIES LLC | 减仓 | -$99.11万 |
| Focus Partners Wealth | 减仓 | -$92.72万 |
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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 23,643,002 | $7.89亿 | 13.30% | 2,524,322 | 加仓 |
| LPL Financial LLC | 16,997,437 | $5.67亿 | 0.15% | 1,928,629 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 13,649,623 | $4.55亿 | 0.14% | 519,308 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 12,066,556 | $4.03亿 | 0.11% | 1,820,435 | 加仓 |
| MORGAN STANLEY | 11,963,261 | $3.99亿 | 0.02% | 2,002,253 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,859,399 | $3.62亿 | 0.22% | -194,026 | 减仓 |
| Cetera Investment Advisers | 8,296,479 | $2.77亿 | 0.29% | 562,014 | 加仓 |
| WELLS FARGO & COMPANY/MN | 7,235,449 | $2.41亿 | 0.05% | 1,387,613 | 加仓 |
| Forge Financial Services LLC | 5,827,389 | $1.94亿 | 19.70% | 4,982,281 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,560,105 | $1.86亿 | 0.26% | 160,631 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 5,426,564 | $1.77亿 | 0.08% | 1,244,368 | 加仓 |
| UBS Group AG | 4,353,614 | $1.45亿 | 0.02% | 321,468 | 加仓 |
| ROYAL BANK OF CANADA | 4,065,492 | $1.36亿 | 0.02% | 833,176 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 4,009,228 | $1.34亿 | 0.01% | 543,944 | 加仓 |
| OSAIC HOLDINGS, INC. | 3,800,231 | $1.27亿 | 0.19% | -258,437 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 3,360,867 | $1.12亿 | 0.29% | 146,697 | 加仓 |
| MML INVESTORS SERVICES, LLC | 2,816,834 | $9,399.77万 | 0.26% | -365,295 | 减仓 |
| SEI INVESTMENTS CO | 1,963,172 | $6,551.11万 | 0.06% | 340,674 | 加仓 |
| &PARTNERS | 1,944,494 | $6,511.66万 | 0.32% | 354,860 | 加仓 |
| NewEdge Advisors, LLC | 1,663,897 | $5,552.42万 | 0.20% | 147,805 | 加仓 |
| Kestra Advisory Services, LLC | 1,565,128 | $5,222.83万 | 0.20% | 154,213 | 加仓 |
| Financial Council, LLC | 1,558,410 | $5,200.41万 | 20.06% | 75,022 | 加仓 |
| Arlington Financial Advisors, LLC | 1,477,118 | $4,929.14万 | 7.02% | 76,626 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,392,172 | $4,712.50万 | 0.09% | -623,362 | 减仓 |
| Baird Financial Group, Inc. | 1,179,162 | $3,934.86万 | 0.06% | -238,186 | 减仓 |
| JPMORGAN CHASE & CO | 1,132,732 | $3,637.20万 | 0.00% | 302,673 | 加仓 |
| Janney Montgomery Scott LLC | 1,085,698 | $3,623.00万 | 0.09% | 204,656 | 加仓 |
| STIFEL FINANCIAL CORP | 1,076,766 | $3,593.18万 | 0.03% | 137,994 | 加仓 |
| LVW Advisors, LLC | 1,044,217 | $3,484.55万 | 3.32% | -23,524 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 987,300 | $3,294.62万 | 0.06% | 41,648 | 加仓 |
| JANE STREET GROUP, LLC | 960,000 | $3,203.52万 | 0.00% | 447,948 | 重新持有 |
| BENJAMIN EDWARDS INC | 949,627 | $3,168.86万 | 0.31% | 131,933 | 加仓 |
| ASSETMARK, INC | 920,621 | $3,072.11万 | 0.06% | 153,756 | 加仓 |
| ST GERMAIN D J CO INC | 910,205 | $3,037.35万 | 1.20% | -2,429 | 减仓 |
| Focus Partners Wealth | 846,270 | $2,824.00万 | 0.03% | -27,785 | 减仓 |
| Valmark Advisers, Inc. | 841,093 | $2,806.73万 | 0.33% | 85,283 | 加仓 |
| D.A. DAVIDSON & CO. | 775,587 | $2,588.14万 | 0.16% | -33,642 | 减仓 |
| Private Advisor Group, LLC | 745,203 | $2,486.75万 | 0.12% | -127,521 | 减仓 |
| Kestra Investment Management, LLC | 716,897 | $2,392.28万 | 0.41% | 342,401 | 加仓 |
| BIP Wealth, LLC | 715,977 | $2,389.22万 | 0.97% | 33,250 | 加仓 |
| WNY Asset Management, LLC | 712,726 | $2,378.37万 | 2.46% | — | — |
| Wealth Science Advisors LLC | 636,392 | $2,205.10万 | 12.41% | 0 | 不变 |
| J. Derek Lewis & Associates Inc. | 656,978 | $2,195.42万 | 4.94% | 72,716 | 加仓 |
| Beacon Pointe Advisors, LLC | 656,738 | $2,191.53万 | 0.12% | 15,360 | 加仓 |
| Reliant Wealth Planning | 643,596 | $2,147.68万 | 6.49% | -9,655 | 减仓 |
| Bleakley Financial Group, LLC | 534,077 | $1,782.21万 | 0.28% | 36,929 | 加仓 |
| Corient Private Wealth LP | 528,013 | $1,761.98万 | 0.03% | -20,267,243 | 减仓 |
| HighTower Advisors, LLC | 527,754 | $1,761.11万 | 0.02% | 65,475 | 加仓 |
| Prospera Financial Services Inc | 491,246 | $1,640.04万 | 0.26% | -125,758 | 减仓 |
| Ergawealth Advisors, Inc. | 487,615 | $1,627.17万 | 7.19% | 29,699 | 加仓 |
内部人交易（Form 4）
CGGO 董事、高管和大股东的最新买卖申报。专业版可看 🔒