13F 机构持仓

CGSD CAPITAL GRP FIXED INCM ETF T

SHORT DURATION

持有机构数1882026Q2
26Q126Q2
机构合计持股(股)62,459,8662026Q2
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
2026Q218862,459,866$16.07亿 141084713$1.78亿
2026Q118756,418,151$14.55亿 2895398$1.65亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BENJAMIN EDWARDS INC加仓$3,620.94万
MORGAN STANLEY加仓$2,429.52万
Baird Financial Group, Inc.加仓$2,100.57万
ENVESTNET ASSET MANAGEMENT INC加仓$1,727.58万
LPL Financial LLC加仓$1,666.40万
WELLS FARGO & COMPANY/MN加仓$1,334.49万
JONES FINANCIAL COMPANIES LLLP加仓$1,063.18万
Integras Partners LLC新建仓$688.41万
Conservest Capital Advisors, Inc.加仓$670.17万
COMMONWEALTH EQUITY SERVICES, LLC加仓$657.69万
ROYAL BANK OF CANADA加仓$609.31万
Valmark Advisers, Inc.加仓$410.47万
Cetera Investment Advisers加仓$405.74万
Cerity Partners LLC加仓$403.70万
Kestra Advisory Services, LLC加仓$368.83万
Wood Tarver Financial Group, LLC加仓$335.07万
STIFEL FINANCIAL CORP加仓$243.91万
UPTICK PARTNERS, LLC新建仓$225.99万
RAYMOND JAMES FINANCIAL INC加仓$192.06万
Merit Financial Group, LLC加仓$184.23万

2026Q1 卖出最多

CAPTRUST FINANCIAL ADVISORS减仓-$2,235.99万
RFP Financial Group LLC减仓-$1,994.83万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$619.45万
New England Capital Financial Advisors LLC减仓-$476.53万
SOL Capital Management CO清仓-$375.50万
StoneX Group Inc.清仓-$339.61万
CITADEL ADVISORS LLC重新持有-$235.64万
OSAIC HOLDINGS, INC.减仓-$161.68万
Parsonex Advisory Services, Inc.清仓-$112.18万
MML INVESTORS SERVICES, LLC减仓-$107.46万
Merited Wealth, LLC清仓-$76.58万
GREAT VALLEY ADVISOR GROUP, INC.减仓-$59.02万
Aptus Capital Advisors, LLC减仓-$48.10万
GUARDIAN WEALTH ADVISORS, LLC / NC减仓-$48.10万
PETREDIS INVESTMENT ADVISORS LLC减仓-$42.86万
Stratos Wealth Partners, LTD.重新持有-$40.08万
INTEGRITY ALLIANCE, LLC.清仓-$36.58万
Rockefeller Capital Management L.P.减仓-$33.00万
Cambridge Investment Research Advisors, Inc.减仓-$32.70万
McIlrath & Eck, LLC减仓-$30.22万

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
MORGAN STANLEY6,887,009$1.78亿0.01%942,038加仓
LPL Financial LLC6,881,847$1.77亿0.05%646,141加仓
Cetera Investment Advisers2,487,155$6,414.37万0.07%157,326加仓
COMMONWEALTH EQUITY SERVICES, LLC2,399,835$6,189.18万0.09%255,018加仓
Capital Group Private Client Services, Inc.2,389,077$6,161.43万1.04%42,169加仓
WELLS FARGO & COMPANY/MN2,249,365$5,801.11万0.01%517,445加仓
Merit Financial Group, LLC1,982,361$5,112.51万0.38%71,433加仓
ENVESTNET ASSET MANAGEMENT INC1,920,135$4,952.03万0.01%669,863加仓
JONES FINANCIAL COMPANIES LLLP1,724,483$4,447.44万0.02%412,246加仓
BENJAMIN EDWARDS INC1,615,083$4,165.17万0.41%1,404,052加仓
ROYAL BANK OF CANADA1,530,347$3,946.80万0.01%236,256加仓
Wood Tarver Financial Group, LLC1,506,166$3,884.40万10.73%129,922加仓
RAYMOND JAMES FINANCIAL INC1,354,082$3,492.18万0.01%74,471加仓
UBS Group AG1,276,227$3,291.39万0.00%-5,351减仓
Baird Financial Group, Inc.1,203,344$3,103.42万0.05%814,492加仓
OSAIC HOLDINGS, INC.1,193,021$3,076.83万0.05%-62,689减仓
Bridgewealth Advisory Group, LLC1,034,744$2,668.60万5.53%70,209加仓
STIFEL FINANCIAL CORP869,383$2,242.15万0.02%94,573加仓
McIlrath & Eck, LLC866,459$2,234.60万1.66%-11,717减仓
KESTRA PRIVATE WEALTH SERVICES, LLC615,304$1,586.87万0.20%43,500加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC588,870$1,521.64万0.03%-239,727减仓
LANDAAS & CO /WI /ADV581,816$1,500.50万3.29%39,940加仓
IAM Advisory, LLC568,019$1,464.92万3.28%10,937加仓
Private Advisor Group, LLC520,838$1,343.24万0.06%50,685加仓
Souders Financial Advisors489,982$1,263.66万1.44%34,114加仓
Valmark Advisers, Inc.488,831$1,260.69万0.15%159,160加仓
MML INVESTORS SERVICES, LLC461,050$1,189.05万0.03%-41,668减仓
Cambridge Investment Research Advisors, Inc.459,061$1,183.90万0.03%-12,679减仓
NewEdge Advisors, LLC440,502$1,136.05万0.04%57,096加仓
Thayer Financial, L.L.C.438,992$1,132.16万11.55%26,247加仓
&PARTNERS350,870$906.49万0.04%56,619加仓
Conservest Capital Advisors, Inc.343,833$886.74万0.80%259,855加仓
Cauble & Harre Wealth Management, Inc.342,329$883.55万7.04%-3,573减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO336,296$867.31万0.01%25,508加仓
FINANCIAL MANAGEMENT NETWORK INC282,033$729.90万1.12%11,831加仓
Integras Partners LLC266,927$688.41万4.52%266,927新建仓
Lodestone Wealth Management LLC257,275$663.51万2.63%22,099加仓
GREAT VALLEY ADVISOR GROUP, INC.244,334$630.13万0.11%-22,884减仓
JANE STREET GROUP, LLC243,445$627.84万0.00%44,162重新持有
Kestra Investment Management, LLC240,119$619.27万0.11%-9,729重新持有
SEI INVESTMENTS CO223,627$576.74万0.01%39,033加仓
Kestra Advisory Services, LLC215,737$556.39万0.02%143,012加仓
PETREDIS INVESTMENT ADVISORS LLC193,112$498.04万0.41%-16,619减仓
RICHARDS, MERRILL & PETERSON, INC.186,984$482.23万1.77%62,652加仓
Cerity Partners LLC186,127$480.03万0.01%156,531加仓
ROTHSCHILD INVESTMENT LLC168,869$435.51万0.23%13,186加仓
CAPTRUST FINANCIAL ADVISORS166,111$428.40万0.01%-867,000减仓
NWF Advisory Services Inc.165,054$425.67万0.48%-4,160减仓
J HAGAN CAPITAL, INC.161,576$416.70万2.25%-3,246减仓
World Investment Advisors145,523$375.30万0.06%51,160加仓

内部人交易(Form 4)

CGSD 董事、高管和大股东的最新买卖申报。专业版可看 🔒