13F 机构持仓

CGIE CAPITAL GROUP INTERNATIONAL

SHS

持有机构数1792026Q2
26Q126Q2
机构合计持股(股)49,135,9552026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q217949,135,955$18.06亿 2088408$2.38亿
2026Q116242,426,664$14.33亿 1595275$3.13亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Bank of New York Mellon Corp加仓$7,694.51万
JONES FINANCIAL COMPANIES LLLP加仓$2,920.88万
BANK OF AMERICA CORP /DE/加仓$2,746.88万
UBS Group AG加仓$2,112.63万
MORGAN STANLEY加仓$2,088.11万
ROYAL BANK OF CANADA加仓$2,068.67万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$1,655.17万
Cetera Investment Advisers加仓$1,501.71万
Linscomb Wealth, Inc.新建仓$1,436.35万
RAYMOND JAMES FINANCIAL INC加仓$1,083.75万
LPL Financial LLC加仓$1,016.67万
WELLS FARGO & COMPANY/MN加仓$909.53万
Venturi Wealth Management, LLC加仓$888.56万
Baird Financial Group, Inc.加仓$686.41万
Capital Group Private Client Services, Inc.加仓$684.68万
COMMONWEALTH EQUITY SERVICES, LLC加仓$590.32万
ENVESTNET ASSET MANAGEMENT INC加仓$559.62万
Kestra Advisory Services, LLC加仓$504.66万
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC加仓$465.04万
NATIXIS ADVISORS, LLC加仓$432.09万

2026Q1 卖出最多

Johnson Bixby & Associates, LLC减仓-$2,576.47万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$572.57万
WJ Wealth Management, LLC减仓-$477.49万
GTS SECURITIES LLC减仓-$301.53万
Evernest Financial Advisors, LLC减仓-$290.03万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$267.24万
D.A. DAVIDSON & CO.减仓-$266.21万
Quantinno Capital Management LP减仓-$170.62万
CITADEL ADVISORS LLC减仓-$135.67万
LVW Advisors, LLC减仓-$131.62万
Quadrature Capital Ltd清仓-$89.50万
CENTAURUS FINANCIAL, INC.减仓-$76.40万
ENDEAVOR PRIVATE WEALTH, INC.清仓-$69.21万
Bleakley Financial Group, LLC减仓-$64.83万
A&I FINANCIAL SERVICES, LLC清仓-$40.36万
Private Advisor Group, LLC减仓-$28.33万
TrueWealth Advisors, LLC清仓-$20.12万
Mendota Financial Group, LLC减仓-$19.82万
American Financial Advisors, LLC减仓-$18.75万
AMERIPRISE FINANCIAL INC减仓-$17.00万

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
Bank of New York Mellon Corp4,306,342$1.46亿0.03%2,275,135加仓
MORGAN STANLEY2,808,117$9,497.05万0.01%617,420加仓
UBS Group AG2,525,534$8,541.36万0.01%624,669加仓
JONES FINANCIAL COMPANIES LLLP2,606,906$8,496.26万0.04%896,212加仓
LPL Financial LLC2,382,421$8,057.35万0.02%300,613加仓
Cetera Investment Advisers2,356,485$7,969.63万0.08%444,030加仓
ROYAL BANK OF CANADA2,025,906$6,851.60万0.01%611,671加仓
Venturi Wealth Management, LLC1,748,274$5,912.66万2.66%262,731加仓
BANK OF AMERICA CORP /DE/1,709,080$5,780.11万0.00%812,205加仓
RAYMOND JAMES FINANCIAL INC1,282,678$4,338.02万0.01%320,447加仓
Capital Group Private Client Services, Inc.1,246,919$4,217.08万0.71%202,449加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,145,213$3,873.11万0.02%489,407加仓
WELLS FARGO & COMPANY/MN1,062,422$3,593.11万0.01%268,933加仓
ENVESTNET ASSET MANAGEMENT INC865,683$2,927.74万0.01%165,471加仓
Merit Financial Group, LLC770,904$2,607.20万0.19%22,189加仓
LVW Advisors, LLC728,079$2,462.36万2.35%-38,919减仓
COMMONWEALTH EQUITY SERVICES, LLC607,768$2,055.47万0.03%174,549加仓
OSAIC HOLDINGS, INC.597,153$2,019.66万0.03%37,856加仓
STIFEL FINANCIAL CORP594,622$2,011.01万0.02%65,180加仓
Private Advisor Group, LLC522,812$1,768.15万0.08%-8,376减仓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC516,496$1,739.65万0.05%138,069加仓
Freedom Financial Partners LLC447,824$1,514.54万5.39%75,180加仓
JANE STREET GROUP, LLC433,235$1,465.20万0.00%73,235加仓
Linscomb Wealth, Inc.424,704$1,436.35万0.64%424,704新建仓
StrongBox Wealth, LLC380,438$1,286.64万4.12%35,171加仓
Kestra Advisory Services, LLC380,027$1,285.25万0.05%149,220加仓
Evernest Financial Advisors, LLC340,992$1,204.72万2.49%-82,093减仓
Cambridge Investment Research Advisors, Inc.355,348$1,201.80万0.03%86,928加仓
MML INVESTORS SERVICES, LLC345,949$1,170.00万0.03%68,016加仓
SWEENEY & MICHEL, LLC324,312$1,162.01万3.42%4,748加仓
NATIXIS ADVISORS, LLC315,515$1,067.10万0.01%127,758加仓
Stonebridge Financial Group, LLC313,110$1,058.94万0.87%15,327加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.302,219$1,022.11万3.03%20,924加仓
BANK OF MONTREAL /CAN/273,636$925.44万0.00%15,216加仓
Baird Financial Group, Inc.262,628$888.21万0.01%202,960加仓
KWB Wealth215,140$749.12万0.74%-2,205减仓
Mendota Financial Group, LLC185,885$628.66万4.66%-5,860减仓
WJ Wealth Management, LLC181,390$613.46万2.87%-141,186减仓
Bleakley Financial Group, LLC179,617$607.46万0.10%-19,168减仓
Johnson Bixby & Associates, LLC161,778$547.13万0.68%-761,817减仓
D.A. DAVIDSON & CO.154,687$523.15万0.03%-78,715减仓
Valmark Advisers, Inc.152,375$515.33万0.06%41,248加仓
Burton Enright Welch148,025$500.62万0.68%8,886加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV143,461$485.19万0.25%54,018加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC138,121$472.10万0.01%-78,186减仓
&PARTNERS131,603$447.04万0.02%75,629加仓
Confluence Wealth Services, Inc.128,777$435.52万0.17%0不变
Greykasell Wealth Strategies, Inc.128,463$434.46万1.75%23,787加仓
Kingsview Wealth Management, LLC119,650$404.66万0.06%4,514加仓
Rockefeller Capital Management L.P.119,357$403.67万0.01%19,566加仓

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