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 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $7,602.77万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $7,079.78万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $6,357.89万 |
| Schusterman Interests, LLC | 新建仓 | $4,969.10万 |
| Capital Advantage, Inc. | 加仓 | $3,533.50万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $3,441.87万 |
| Waverly Advisors, LLC | 新建仓 | $2,599.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,537.59万 |
| Cetera Investment Advisers | 加仓 | $2,092.28万 |
| MORGAN STANLEY | 加仓 | $2,054.56万 |
| UBS Group AG | 加仓 | $1,698.44万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,633.03万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,376.83万 |
| Compton Financial Group, LLC | 加仓 | $1,261.19万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,174.30万 |
| STIFEL FINANCIAL CORP | 加仓 | $795.39万 |
| Kestra Advisory Services, LLC | 加仓 | $778.74万 |
| RPg Family Wealth Advisory, LLC | 加仓 | $778.22万 |
| Valmark Advisers, Inc. | 加仓 | $679.81万 |
| Entruity Wealth, LLC | 加仓 | $662.30万 |
2026Q2 卖出最多
| KMG FIDUCIARY PARTNERS, LLC | 减仓 | -$1,009.61万 |
| Mariner, LLC | 减仓 | -$717.31万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$688.57万 |
| RHL GROUP, LLC | 减仓 | -$595.59万 |
| Private Advisor Group, LLC | 减仓 | -$584.57万 |
| Gateway Wealth Partners, LLC | 减仓 | -$343.25万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$330.59万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | -$327.39万 |
| Kingsview Wealth Management, LLC | 减仓 | -$220.84万 |
| Summit Financial, LLC | 减仓 | -$213.71万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$140.81万 |
| Merited Wealth, LLC | 减仓 | -$122.12万 |
| BNB Wealth Management, LLC | 减仓 | -$116.31万 |
| Independent Advisor Alliance | 清仓 | -$108.74万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$105.05万 |
| Skyline Advisors, Inc. | 减仓 | -$81.86万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 减仓 | -$81.76万 |
| Midwest Financial Network, LLC | 减仓 | -$78.04万 |
| Boyer Financial Services, Inc. | 减仓 | -$66.05万 |
| Richmond Investment Services, LLC | 清仓 | -$57.75万 |
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 | 21,684,661 | $5.93亿 | 0.13% | 2,781,841 | 加仓 |
| WELLS FARGO & COMPANY/MN | 9,954,981 | $2.72亿 | 0.04% | 2,590,478 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 9,076,177 | $2.48亿 | 0.06% | 1,259,374 | 加仓 |
| MORGAN STANLEY | 7,932,936 | $2.17亿 | 0.01% | 751,761 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 7,927,229 | $2.17亿 | 0.06% | 928,499 | 加仓 |
| UBS Group AG | 6,240,391 | $1.71亿 | 0.02% | 621,455 | 加仓 |
| Cetera Investment Advisers | 5,061,712 | $1.38亿 | 0.13% | 765,563 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 4,057,619 | $1.11亿 | 0.13% | 2,326,356 | 加仓 |
| Capital Advantage, Inc. | 3,791,682 | $1.04亿 | 12.64% | 1,292,902 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,334,411 | $9,112.95万 | 0.11% | -120,961 | 减仓 |
| OSAIC HOLDINGS, INC. | 3,285,180 | $8,978.68万 | 0.11% | 597,504 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,845,539 | $7,776.86万 | 1.23% | 107,705 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,326,317 | $6,395.05万 | 0.03% | 500,847 | 加仓 |
| STIFEL FINANCIAL CORP | 2,195,645 | $6,000.70万 | 0.05% | 291,032 | 加仓 |
| ROYAL BANK OF CANADA | 1,845,865 | $5,044.80万 | 0.01% | 59,027 | 加仓 |
| Schusterman Interests, LLC | 1,818,185 | $4,969.10万 | 12.96% | 1,818,185 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 1,792,846 | $4,899.85万 | 0.10% | 429,674 | 加仓 |
| Valmark Advisers, Inc. | 1,774,486 | $4,849.67万 | 0.51% | 248,741 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,550,326 | $4,237.04万 | 0.20% | -10,962 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,301,349 | $3,550.08万 | 0.06% | 30,429 | 加仓 |
| Kestra Advisory Services, LLC | 1,271,974 | $3,476.31万 | 0.11% | 284,941 | 加仓 |
| Baird Financial Group, Inc. | 1,136,768 | $3,106.79万 | 0.04% | 84,470 | 加仓 |
| BENJAMIN EDWARDS INC | 960,524 | $2,625.10万 | 0.24% | 236,223 | 加仓 |
| Waverly Advisors, LLC | 951,076 | $2,599.29万 | 0.15% | 951,076 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 940,884 | $2,571.44万 | 0.01% | 86,194 | 加仓 |
| REGATTA CAPITAL GROUP, LLC | 907,530 | $2,480.28万 | 3.34% | 70,304 | 加仓 |
| BlueStem Wealth Partners, LLC | 828,507 | $2,264.31万 | 2.25% | 134,546 | 加仓 |
| TrueWealth Advisors, LLC | 796,067 | $2,175.65万 | 4.91% | 7,272 | 加仓 |
| Winch Advisory Services, LLC | 791,200 | $2,162.35万 | 4.49% | 11,246 | 加仓 |
| &PARTNERS | 784,662 | $2,156.84万 | 0.09% | 218,539 | 加仓 |
| Janney Montgomery Scott LLC | 775,013 | $2,118.10万 | 0.04% | 153,958 | 加仓 |
| J. Derek Lewis & Associates Inc. | 768,767 | $2,101.04万 | 3.97% | 65,080 | 加仓 |
| Compton Financial Group, LLC | 738,465 | $2,018.23万 | 3.89% | 461,468 | 加仓 |
| STEPHENS INC /AR/ | 729,186 | $1,992.87万 | 0.22% | 26,086 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 693,381 | $1,895.01万 | 1.87% | -14,404 | 减仓 |
| EQ WEALTH ADVISORS, LLC | 679,303 | $1,856.54万 | 10.20% | 40,913 | 加仓 |
| Entruity Wealth, LLC | 637,736 | $1,742.93万 | 11.28% | 242,335 | 加仓 |
| Prospera Financial Services Inc | 627,005 | $1,713.64万 | 0.25% | 17,679 | 加仓 |
| NewEdge Advisors, LLC | 613,158 | $1,675.76万 | 0.05% | 77,877 | 加仓 |
| Per Stirling Capital Management, LLC. | 599,845 | $1,639.38万 | 1.56% | 89,111 | 加仓 |
| Integrated Wealth Concepts LLC | 567,499 | $1,550.96万 | 0.08% | 171,990 | 加仓 |
| RPg Family Wealth Advisory, LLC | 562,899 | $1,538.40万 | 1.42% | 284,751 | 加仓 |
| VICUS CAPITAL | 561,637 | $1,534.95万 | 0.99% | 64,133 | 加仓 |
| Private Advisor Group, LLC | 556,556 | $1,521.07万 | 0.07% | -213,894 | 减仓 |
| KWB Wealth | 527,423 | $1,441.45万 | 1.23% | 169,146 | 加仓 |
| Centennial Wealth Advisory LLC | 478,468 | $1,307.65万 | 2.82% | 24,712 | 加仓 |
| Markowski Investments | 471,323 | $1,288.12万 | 2.84% | — | — |
| Smartleaf Asset Management LLC | 455,538 | $1,247.72万 | 0.41% | 0 | 不变 |
| Souders Financial Advisors | 442,298 | $1,208.80万 | 1.22% | 28,672 | 加仓 |
| Rockefeller Capital Management L.P. | 422,630 | $1,155.05万 | 0.02% | 4,826 | 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 🔒