CGMM CAPITAL GROUP EQUITY ETF TR
US SMALL AND MID
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 | 227 | 83,658,784 | $27.56亿 | 35 | 146 | 27 | 12 | $8.05亿 |
| 2026Q1 | 201 | 58,694,102 | $17.22亿 | 33 | 131 | 15 | 7 | $6.96亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $2.72亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $5,548.15万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $5,347.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,488.42万 |
| Pathstone Holdings, LLC | 加仓 | $4,040.60万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,335.08万 |
| Janney Montgomery Scott LLC | 重新持有 | $2,588.18万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2,499.34万 |
| Cetera Investment Advisers | 加仓 | $2,492.41万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,384.15万 |
| MACQUARIE GROUP LTD | 新建仓 | $1,516.62万 |
| Baird Financial Group, Inc. | 加仓 | $1,368.98万 |
| KWB Wealth | 新建仓 | $1,251.71万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,250.84万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $981.32万 |
| ROYAL BANK OF CANADA | 加仓 | $933.15万 |
| BENJAMIN EDWARDS INC | 加仓 | $881.23万 |
| Compton Financial Group, LLC | 加仓 | $862.90万 |
| Valmark Advisers, Inc. | 加仓 | $857.72万 |
| NATIXIS ADVISORS, LLC | 加仓 | $838.10万 |
2026Q2 卖出最多
| Kestra Investment Management, LLC | 减仓 | -$1,096.79万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$501.26万 |
| National Wealth Management Group, LLC | 减仓 | -$231.58万 |
| Mariner, LLC | 减仓 | -$202.99万 |
| Merited Wealth, LLC | 减仓 | -$116.11万 |
| Richmond Investment Services, LLC | 清仓 | -$94.01万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$60.64万 |
| Gateway Wealth Partners, LLC | 减仓 | -$58.60万 |
| Main Line Retirement Advisors, LLC | 减仓 | -$42.56万 |
| Kingsview Wealth Management, LLC | 减仓 | -$38.48万 |
| Trademark Financial Management, LLC | 减仓 | -$37.21万 |
| D.A. DAVIDSON & CO. | 减仓 | -$36.98万 |
| Corient Private Wealth LP | 清仓 | -$26.61万 |
| Root Financial Partners, LLC | 清仓 | -$14.49万 |
| Per Stirling Capital Management, LLC. | 减仓 | -$13.61万 |
| BNB Wealth Management, LLC | 减仓 | -$8.46万 |
| MOTCO | 清仓 | -$8.07万 |
| LexAurum Advisors, LLC | 减仓 | -$7.04万 |
| Forge Financial Services LLC | 减仓 | -$4.15万 |
| Western Wealth Management, LLC | 减仓 | -$3.45万 |
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 | 21,475,187 | $7.08亿 | 0.16% | 8,256,733 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 10,481,145 | $3.46亿 | 0.08% | 1,361,364 | 加仓 |
| WELLS FARGO & COMPANY/MN | 4,714,240 | $1.55亿 | 0.03% | 1,682,787 | 加仓 |
| Pathstone Holdings, LLC | 2,904,910 | $9,577.49万 | 0.28% | 1,225,540 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,507,602 | $8,129.65万 | 0.03% | 1,028,712 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,443,779 | $8,057.51万 | 0.09% | 758,030 | 加仓 |
| Cetera Investment Advisers | 2,276,254 | $7,504.81万 | 0.07% | 755,963 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,140,159 | $7,056.10万 | 0.08% | 1,621,909 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,573,652 | $5,188.33万 | 0.07% | 202,749 | 加仓 |
| Merit Financial Group, LLC | 1,407,335 | $4,639.98万 | 0.28% | 3,314 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,325,925 | $4,371.57万 | 0.09% | 379,386 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,235,373 | $4,073.03万 | 0.02% | 297,639 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,218,875 | $4,018.63万 | 0.01% | 723,128 | 加仓 |
| SEI INVESTMENTS CO | 1,192,327 | $3,931.14万 | 0.03% | 214,872 | 加仓 |
| Janney Montgomery Scott LLC | 1,171,983 | $3,864.00万 | 0.07% | 785,016 | 重新持有 |
| CAPTRUST FINANCIAL ADVISORS | 1,131,525 | $3,730.64万 | 0.06% | 18,926 | 加仓 |
| ASSETMARK, INC | 1,104,735 | $3,642.31万 | 0.06% | 214,356 | 加仓 |
| ROYAL BANK OF CANADA | 1,077,007 | $3,550.90万 | 0.01% | 283,029 | 加仓 |
| Kestra Advisory Services, LLC | 998,736 | $3,292.83万 | 0.11% | 85,509 | 加仓 |
| STIFEL FINANCIAL CORP | 955,775 | $3,151.21万 | 0.03% | 29,116 | 加仓 |
| Capital Group Private Client Services, Inc. | 955,714 | $3,150.99万 | 0.44% | 217,032 | 加仓 |
| NewEdge Advisors, LLC | 824,209 | $2,717.42万 | 0.08% | 80,691 | 加仓 |
| Ergawealth Advisors, Inc. | 815,624 | $2,689.11万 | 10.44% | 21,507 | 加仓 |
| BENJAMIN EDWARDS INC | 801,560 | $2,642.68万 | 0.24% | 267,289 | 加仓 |
| Kestra Investment Management, LLC | 744,539 | $2,454.75万 | 0.48% | -332,664 | 减仓 |
| Presper Financial Architects, LLC | 641,960 | $2,116.54万 | 11.04% | 257 | 加仓 |
| &PARTNERS | 552,692 | $1,825.39万 | 0.07% | 117,368 | 加仓 |
| NATIXIS ADVISORS, LLC | 522,131 | $1,721.40万 | 0.02% | 254,212 | 加仓 |
| Main Line Retirement Advisors, LLC | 511,035 | $1,684.88万 | 7.73% | -12,909 | 减仓 |
| Baird Financial Group, Inc. | 509,926 | $1,681.23万 | 0.02% | 415,219 | 加仓 |
| Valmark Advisers, Inc. | 468,806 | $1,545.65万 | 0.16% | 260,152 | 加仓 |
| MACQUARIE GROUP LTD | 460,000 | $1,516.62万 | 0.07% | 460,000 | 新建仓 |
| Strategic Blueprint, LLC | 458,668 | $1,512.23万 | 0.76% | 9,037 | 加仓 |
| Compton Financial Group, LLC | 457,700 | $1,509.04万 | 2.91% | 261,724 | 加仓 |
| STEPHENS INC /AR/ | 404,504 | $1,333.65万 | 0.15% | 8,162 | 加仓 |
| KWB Wealth | 379,650 | $1,251.71万 | 1.07% | 379,650 | 新建仓 |
| Rockefeller Capital Management L.P. | 372,277 | $1,227.40万 | 0.02% | 165,736 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 311,525 | $1,012.61万 | 0.02% | 30,280 | 加仓 |
| Souders Financial Advisors | 305,649 | $1,007.73万 | 1.01% | 18,044 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 303,954 | $1,002.14万 | 0.09% | 17,712 | 加仓 |
| Coign Capital Advisors LLC | 286,923 | $946.02万 | 4.26% | 8,629 | 加仓 |
| Orion Porfolio Solutions, LLC | 282,307 | $930.76万 | 0.07% | 16,933 | 加仓 |
| J. Derek Lewis & Associates Inc. | 281,626 | $928.52万 | 1.75% | 55,822 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 270,456 | $891.71万 | 0.14% | 40,349 | 加仓 |
| Essex Financial Services, Inc. | 215,247 | $709.67万 | 0.35% | 106,849 | 加仓 |
| Equitable Holdings, Inc. | 213,117 | $702.65万 | 0.04% | 120,597 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 190,437 | $627.87万 | 0.14% | 9,875 | 加仓 |
| Private Advisor Group, LLC | 190,130 | $626.86万 | 0.03% | 99,913 | 加仓 |
| National Wealth Management Group, LLC | 179,661 | $592.34万 | 1.83% | -70,239 | 减仓 |
| Royal Harbor Partners, LLC | 175,902 | $579.95万 | 1.80% | 1,708 | 加仓 |
内部人交易（Form 4）
CGMM 董事、高管和大股东的最新买卖申报。专业版可看 🔒