CGMS CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
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 | 359 | 145,167,749 | $39.68亿 | 29 | 216 | 72 | 14 | $6.14亿 |
| 2026Q1 | 332 | 123,681,230 | $33.68亿 | 31 | 208 | 63 | 10 | $4.95亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $9,628.48万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $5,336.20万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $4,891.79万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,142.49万 |
| UBS Group AG | 加仓 | $3,283.34万 |
| Valmark Advisers, Inc. | 加仓 | $2,393.67万 |
| Cetera Investment Advisers | 加仓 | $1,760.56万 |
| STIFEL FINANCIAL CORP | 加仓 | $1,396.79万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,379.80万 |
| Per Stirling Capital Management, LLC. | 加仓 | $1,358.64万 |
| MORGAN STANLEY | 加仓 | $1,312.15万 |
| Clear Trail Advisors, LLC | 新建仓 | $972.72万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $902.09万 |
| Janney Montgomery Scott LLC | 加仓 | $855.56万 |
| Clarity Asset Management, Inc. | 新建仓 | $808.58万 |
| ROYAL BANK OF CANADA | 加仓 | $792.58万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $773.48万 |
| RHL GROUP, LLC | 加仓 | $766.25万 |
| Gateway Wealth Partners, LLC | 加仓 | $749.35万 |
| Compton Financial Group, LLC | 加仓 | $711.14万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,250.69万 |
| Atria Investments, Inc | 减仓 | -$1,097.55万 |
| Mariner, LLC | 减仓 | -$1,096.15万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$779.79万 |
| Kestra Investment Management, LLC | 减仓 | -$648.12万 |
| Crumly & Associates Inc. | 减仓 | -$600.62万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$508.96万 |
| Skyline Advisors, Inc. | 减仓 | -$499.89万 |
| Betterment LLC | 减仓 | -$434.05万 |
| RFG Advisory, LLC | 减仓 | -$331.35万 |
| Turning Point Benefit Group, Inc. | 减仓 | -$313.60万 |
| D.A. DAVIDSON & CO. | 减仓 | -$233.42万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$181.35万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$172.60万 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 减仓 | -$137.02万 |
| VestGen Advisors, LLC | 减仓 | -$125.78万 |
| DRIVE WEALTH MANAGEMENT, LLC | 减仓 | -$103.52万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$100.84万 |
| TrueWealth Financial Partners | 清仓 | -$74.95万 |
| ProCore Advisors, LLC | 减仓 | -$57.21万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 18,902,820 | $5.15亿 | 0.14% | 3,535,981 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,816,803 | $2.13亿 | 0.06% | 1,521,296 | 加仓 |
| WELLS FARGO & COMPANY/MN | 7,364,503 | $2.01亿 | 0.04% | 1,959,676 | 加仓 |
| MORGAN STANLEY | 7,181,175 | $1.96亿 | 0.01% | 481,877 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 6,998,730 | $1.91亿 | 0.06% | 1,796,471 | 加仓 |
| UBS Group AG | 5,618,936 | $1.53亿 | 0.02% | 1,205,779 | 加仓 |
| Cetera Investment Advisers | 4,296,149 | $1.17亿 | 0.12% | 646,551 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,455,372 | $9,408.98万 | 0.13% | 331,286 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,737,834 | $7,455.17万 | 1.35% | -286,369 | 减仓 |
| OSAIC HOLDINGS, INC. | 2,687,676 | $7,318.75万 | 0.11% | 241,541 | 加仓 |
| Capital Advantage, Inc. | 2,498,780 | $6,804.18万 | 8.89% | 190,612 | 加仓 |
| STIFEL FINANCIAL CORP | 1,904,613 | $5,186.30万 | 0.05% | 512,955 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,825,470 | $4,936.07万 | 0.02% | 510,280 | 加仓 |
| ROYAL BANK OF CANADA | 1,786,838 | $4,865.60万 | 0.01% | 291,066 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,731,263 | $4,714.20万 | 0.12% | 284,057 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,561,288 | $4,251.39万 | 0.22% | 17,792 | 加仓 |
| Valmark Advisers, Inc. | 1,525,745 | $4,154.60万 | 0.49% | 879,055 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,363,172 | $3,711.92万 | 0.10% | 117,358 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,270,920 | $3,477.24万 | 0.07% | -457,122 | 减仓 |
| CWM, LLC | 1,130,597 | $3,078.61万 | 0.08% | 175,837 | 加仓 |
| Baird Financial Group, Inc. | 1,052,298 | $2,865.41万 | 0.04% | 162,296 | 加仓 |
| Kestra Advisory Services, LLC | 987,033 | $2,687.69万 | 0.10% | 152,202 | 加仓 |
| TruWealth Advisors, LLC | 870,241 | $2,369.67万 | 1.14% | 94,372 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 854,690 | $2,327.32万 | 0.01% | 80,954 | 加仓 |
| REGATTA CAPITAL GROUP, LLC | 837,226 | $2,279.77万 | 3.45% | 57,956 | 加仓 |
| TrueWealth Advisors, LLC | 788,795 | $2,147.89万 | 5.40% | 143,585 | 加仓 |
| Winch Advisory Services, LLC | 779,954 | $2,123.81万 | 4.85% | 7,872 | 加仓 |
| Private Advisor Group, LLC | 770,450 | $2,097.93万 | 0.10% | 73,866 | 加仓 |
| BENJAMIN EDWARDS INC | 724,301 | $1,972.29万 | 0.20% | 135,224 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 707,785 | $1,927.30万 | 2.13% | 100,071 | 加仓 |
| J. Derek Lewis & Associates Inc. | 703,687 | $1,919.84万 | 4.32% | 87,030 | 加仓 |
| STEPHENS INC /AR/ | 703,100 | $1,914.54万 | 0.24% | 20,574 | 加仓 |
| BlueStem Wealth Partners, LLC | 693,961 | $1,889.65万 | 2.10% | 23,805 | 加仓 |
| EQ WEALTH ADVISORS, LLC | 638,390 | $1,738.34万 | 10.16% | 43,972 | 加仓 |
| Janney Montgomery Scott LLC | 621,055 | $1,691.10万 | 0.04% | 314,205 | 加仓 |
| Prospera Financial Services Inc | 609,326 | $1,659.22万 | 0.27% | 77,450 | 加仓 |
| &PARTNERS | 566,123 | $1,541.93万 | 0.08% | 86,221 | 加仓 |
| NewEdge Advisors, LLC | 535,281 | $1,457.57万 | 0.05% | 95,822 | 加仓 |
| Sunbelt Securities, Inc. | 516,085 | $1,405.30万 | 0.89% | 85,162 | 加仓 |
| Per Stirling Capital Management, LLC. | 510,734 | $1,390.73万 | 1.54% | 498,949 | 加仓 |
| VICUS CAPITAL | 497,504 | $1,354.70万 | 1.00% | 148,007 | 加仓 |
| Centennial Wealth Advisory LLC | 453,756 | $1,235.58万 | 2.99% | 226,312 | 加仓 |
| Smartleaf Asset Management LLC | 455,538 | $1,230.86万 | 0.44% | 23,955 | 加仓 |
| RHL GROUP, LLC | 451,606 | $1,229.72万 | 10.50% | 281,398 | 加仓 |
| Onyx Bridge Wealth Group LLC | 428,985 | $1,168.13万 | 1.26% | 22,839 | 加仓 |
| Rockefeller Capital Management L.P. | 417,804 | $1,137.68万 | 0.02% | -9,741 | 减仓 |
| Capital Group Private Client Services, Inc. | 414,296 | $1,128.13万 | 0.19% | 144 | 加仓 |
| Souders Financial Advisors | 413,626 | $1,126.30万 | 1.29% | 32,881 | 加仓 |
| Kingsview Wealth Management, LLC | 404,251 | $1,100.77万 | 0.15% | 65,898 | 加仓 |
| KMG FIDUCIARY PARTNERS, LLC | 398,120 | $1,084.08万 | 0.80% | 18,958 | 加仓 |
内部人交易（Form 4）
CGMS 董事、高管和大股东的最新买卖申报。专业版可看 🔒