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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $3.01亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,338.12万 |
| Pathstone Holdings, LLC | 加仓 | $4,895.61万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $4,237.19万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,898.13万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,926.49万 |
| Presper Financial Architects, LLC | 新建仓 | $1,884.04万 |
| Kestra Investment Management, LLC | 加仓 | $1,503.46万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,415.01万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,323.51万 |
| Cetera Investment Advisers | 加仓 | $1,030.03万 |
| Capital Group Private Client Services, Inc. | 加仓 | $749.68万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 新建仓 | $675.60万 |
| SEI INVESTMENTS CO | 加仓 | $666.40万 |
| Compton Financial Group, LLC | 加仓 | $553.49万 |
| BENJAMIN EDWARDS INC | 加仓 | $542.18万 |
| NATIXIS ADVISORS, LLC | 加仓 | $530.37万 |
| Royal Harbor Partners, LLC | 新建仓 | $511.43万 |
| Per Stirling Capital Management, LLC. | 新建仓 | $472.86万 |
| ROYAL BANK OF CANADA | 加仓 | $467.39万 |
2026Q1 卖出最多
| CMC Financial Group | 清仓 | -$345.29万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$150.95万 |
| STEPHENS INC /AR/ | 减仓 | -$109.71万 |
| JANE STREET GROUP, LLC | 清仓 | -$84.36万 |
| Capital International Investors | 清仓 | -$62.39万 |
| CARY STREET PARTNERS FINANCIAL LLC | 减仓 | -$47.04万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$38.80万 |
| HRT FINANCIAL LP | 清仓 | -$34.70万 |
| McIlrath & Eck, LLC | 清仓 | -$11.02万 |
| Owen LaRue, LLC | 减仓 | -$11.01万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$7.91万 |
| Beta Wealth Group, Inc. | 减仓 | -$4.94万 |
| Pines Wealth Management, LLC | 减仓 | -$4.39万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$3.79万 |
| Entruity Wealth, LLC | 减仓 | -$3.75万 |
| Merited Wealth, LLC | 减仓 | -$2.67万 |
| CWM, LLC | 减仓 | -$1.43万 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 清仓 | -$1.12万 |
| WEDBUSH SECURITIES INC | 减仓 | -$9,814 |
| Ascent Group, LLC | 减仓 | -$5,109 |
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 | 13,218,454 | $3.88亿 | 0.10% | 10,263,390 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 9,119,781 | $2.68亿 | 0.07% | 1,818,161 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,031,453 | $8,900.35万 | 0.02% | 1,443,185 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,685,749 | $4,949.60万 | 0.07% | 150,842 | 加仓 |
| Pathstone Holdings, LLC | 1,679,370 | $4,930.63万 | 0.20% | 1,667,441 | 加仓 |
| Cetera Investment Advisers | 1,520,291 | $4,463.58万 | 0.05% | 350,828 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,478,890 | $4,247.37万 | 0.02% | 1,009,098 | 加仓 |
| Merit Financial Group, LLC | 1,404,021 | $4,122.20万 | 0.31% | 43,590 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,370,903 | $4,024.97万 | 0.06% | 450,785 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,112,599 | $3,266.43万 | 0.06% | 77,096 | 加仓 |
| Kestra Investment Management, LLC | 1,077,203 | $3,162.67万 | 0.55% | 512,078 | 加仓 |
| SEI INVESTMENTS CO | 977,455 | $2,869.83万 | 0.03% | 226,974 | 加仓 |
| MML INVESTORS SERVICES, LLC | 946,539 | $2,779.04万 | 0.08% | 93,394 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 937,734 | $2,753.19万 | 0.02% | 656,161 | 加仓 |
| STIFEL FINANCIAL CORP | 926,659 | $2,720.68万 | 0.03% | 36,911 | 加仓 |
| Kestra Advisory Services, LLC | 913,227 | $2,681.23万 | 0.10% | 14,815 | 加仓 |
| ASSETMARK, INC | 890,379 | $2,614.15万 | 0.05% | 139,216 | 加仓 |
| Ergawealth Advisors, Inc. | 794,117 | $2,331.53万 | 10.31% | 45,009 | 加仓 |
| ROYAL BANK OF CANADA | 793,978 | $2,331.20万 | 0.00% | 159,187 | 加仓 |
| NewEdge Advisors, LLC | 743,518 | $2,182.97万 | 0.08% | 67,790 | 加仓 |
| Capital Group Private Client Services, Inc. | 738,682 | $2,168.77万 | 0.37% | 255,340 | 加仓 |
| Presper Financial Architects, LLC | 641,703 | $1,884.04万 | 11.20% | 641,703 | 新建仓 |
| BENJAMIN EDWARDS INC | 534,271 | $1,568.59万 | 0.16% | 184,671 | 加仓 |
| Main Line Retirement Advisors, LLC | 523,944 | $1,538.30万 | 7.68% | 2,440 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 518,250 | $1,521.60万 | 0.04% | 87,350 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 495,747 | $1,455.51万 | 0.00% | 481,950 | 加仓 |
| Strategic Blueprint, LLC | 449,631 | $1,320.12万 | 0.77% | 13,799 | 加仓 |
| &PARTNERS | 435,324 | $1,279.31万 | 0.06% | 101,142 | 加仓 |
| STEPHENS INC /AR/ | 396,342 | $1,163.66万 | 0.15% | -37,367 | 减仓 |
| Concurrent Investment Advisors, LLC | 317,661 | $932.65万 | 0.10% | -51,413 | 减仓 |
| Souders Financial Advisors | 287,605 | $844.41万 | 0.96% | 46,884 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 286,242 | $840.41万 | 0.09% | 64,439 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281,245 | $835.30万 | 0.02% | 70,523 | 加仓 |
| Coign Capital Advisors LLC | 278,294 | $817.07万 | 4.29% | 23,353 | 加仓 |
| NATIXIS ADVISORS, LLC | 267,919 | $786.60万 | 0.01% | 180,646 | 加仓 |
| Orion Porfolio Solutions, LLC | 265,374 | $779.14万 | 0.07% | 29,762 | 加仓 |
| National Wealth Management Group, LLC | 249,900 | $733.71万 | 2.73% | 5,438 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 230,107 | $675.60万 | 0.12% | 230,107 | 新建仓 |
| J. Derek Lewis & Associates Inc. | 225,804 | $665.79万 | 1.50% | 54,877 | 加仓 |
| Valmark Advisers, Inc. | 208,654 | $612.61万 | 0.07% | 66,928 | 加仓 |
| Rockefeller Capital Management L.P. | 206,541 | $606.40万 | 0.01% | 141,816 | 加仓 |
| Compton Financial Group, LLC | 195,976 | $575.38万 | 1.27% | 188,520 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 180,562 | $530.13万 | 0.13% | -16,022 | 减仓 |
| Royal Harbor Partners, LLC | 174,194 | $511.43万 | 1.73% | 174,194 | 新建仓 |
| Per Stirling Capital Management, LLC. | 161,057 | $472.86万 | 0.52% | 161,057 | 新建仓 |
| Smartleaf Asset Management LLC | 164,361 | $467.11万 | 0.17% | 21,016 | 加仓 |
| StoneCrest Wealth Management, Inc. | 139,692 | $410.14万 | 1.73% | 2,540 | 加仓 |
| BNB Wealth Management, LLC | 133,176 | $391.01万 | 2.51% | 14,079 | 加仓 |
| Smith Thornton Advisors LLC | 133,010 | $390.52万 | 1.97% | 6,922 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 128,667 | $377.77万 | 0.06% | 70,095 | 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 🔒