CGSM CAPITAL GRP FIXED INCM ETF T
SHORT DURATION M
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 | 162 | 50,456,755 | $13.31亿 | 23 | 91 | 27 | 11 | $3.77亿 |
| 2026Q1 | 148 | 36,334,069 | $9.55亿 | 26 | 77 | 28 | 5 | $1.35亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $2.76亿 |
| Capital Group Private Client Services, Inc. | 加仓 | $1,380.44万 |
| LPL Financial LLC | 加仓 | $1,369.01万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $965.08万 |
| Cetera Investment Advisers | 加仓 | $737.39万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $690.29万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $585.45万 |
| INTEGRITY ALLIANCE, LLC. | 新建仓 | $499.04万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $412.17万 |
| OSAIC HOLDINGS, INC. | 加仓 | $385.95万 |
| Cannon Financial Strategists, Inc. | 新建仓 | $361.26万 |
| Prospera Financial Services Inc | 加仓 | $305.60万 |
| ROYAL BANK OF CANADA | 加仓 | $301.67万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $249.30万 |
| NATIXIS ADVISORS, LLC | 加仓 | $223.47万 |
| Elequin Capital, LP | 重新持有 | $220.81万 |
| BANK OF AMERICA CORP /DE/ | 重新持有 | $220.35万 |
| MBM WEALTH CONSULTANTS, LLC | 新建仓 | $193.86万 |
| Boulder Wealth Advisors, LLC | 加仓 | $172.88万 |
| J.W. COLE ADVISORS, INC. | 重新持有 | $168.96万 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$362.57万 |
| MORGAN STANLEY | 减仓 | -$293.27万 |
| Royal Harbor Partners, LLC | 清仓 | -$291.66万 |
| Private Advisor Group, LLC | 减仓 | -$280.59万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$246.92万 |
| Jacobi Capital Management LLC | 减仓 | -$136.11万 |
| SFG Wealth Management, LLC. | 清仓 | -$85.09万 |
| Gateway Wealth Partners, LLC | 减仓 | -$79.45万 |
| WEDBUSH SECURITIES INC | 减仓 | -$64.10万 |
| Capital International Investors | 减仓 | -$62.44万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$34.40万 |
| HighPoint Advisor Group LLC | 清仓 | -$32.77万 |
| Independent Advisor Alliance | 清仓 | -$24.44万 |
| Patriot Financial Group Insurance Agency, LLC | 清仓 | -$23.16万 |
| Stonebridge Financial Group, LLC | 清仓 | -$22.10万 |
| FLORIDA FINANCIAL ADVISORS, LLC | 清仓 | -$21.69万 |
| Valmark Advisers, Inc. | 清仓 | -$21.26万 |
| Sovran Advisors, LLC | 清仓 | -$20.99万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$20.03万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$16.97万 |
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 |
|---|---|---|---|---|---|
| Capital International Investors | 13,144,337 | $3.47亿 | 0.07% | -23,665 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,567,287 | $3.05亿 | 0.16% | 10,462,597 | 加仓 |
| MORGAN STANLEY | 3,577,313 | $9,438.74万 | 0.00% | -111,150 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,150,448 | $8,312.46万 | 0.02% | 221,888 | 加仓 |
| LPL Financial LLC | 2,710,268 | $7,151.04万 | 0.02% | 518,860 | 加仓 |
| Capital Group Private Client Services, Inc. | 1,324,006 | $3,493.39万 | 0.49% | 523,191 | 加仓 |
| Cetera Investment Advisers | 1,268,729 | $3,347.54万 | 0.03% | 279,472 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 917,938 | $2,426.11万 | 0.01% | 261,177 | 加仓 |
| WELLS FARGO & COMPANY/MN | 846,621 | $2,233.81万 | 0.00% | 156,213 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 738,981 | $1,949.80万 | 0.03% | 26,446 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 656,638 | $1,732.60万 | 0.02% | 365,755 | 加仓 |
| OSAIC HOLDINGS, INC. | 518,969 | $1,369.45万 | 0.02% | 146,258 | 加仓 |
| MML INVESTORS SERVICES, LLC | 443,224 | $1,169.45万 | 0.02% | 94,487 | 加仓 |
| ROYAL BANK OF CANADA | 440,452 | $1,162.10万 | 0.00% | 114,336 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 414,001 | $1,092.34万 | 0.01% | 53,128 | 加仓 |
| TRUIST FINANCIAL CORP | 413,859 | $1,091.97万 | 0.01% | -5,526 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 389,563 | $1,027.86万 | 0.00% | -6,431 | 减仓 |
| Kestra Advisory Services, LLC | 360,657 | $951.59万 | 0.03% | 50,633 | 加仓 |
| Boulder Wealth Advisors, LLC | 316,322 | $834.62万 | 3.04% | 65,521 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 304,185 | $802.59万 | 0.08% | 0 | 不变 |
| NATIXIS ADVISORS, LLC | 227,062 | $599.10万 | 0.01% | 84,698 | 加仓 |
| J.W. COLE ADVISORS, INC. | 209,316 | $552.28万 | 0.09% | 64,035 | 重新持有 |
| INTEGRATED WEALTHCARE, LLC | 199,147 | $525.45万 | 3.93% | 3,178 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 194,857 | $514.13万 | 0.01% | -7,593 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 194,070 | $512.05万 | 0.06% | 5,375 | 加仓 |
| Steward Partners Investment Advisory, LLC | 189,624 | $500.32万 | 0.03% | -2,000 | 减仓 |
| INTEGRITY ALLIANCE, LLC. | 189,139 | $499.04万 | 0.16% | 189,139 | 新建仓 |
| Janney Montgomery Scott LLC | 180,077 | $475.10万 | 0.01% | 30,705 | 加仓 |
| Hartmann Taylor Wealth Management, LLC | 155,916 | $409.75万 | 2.71% | 0 | 不变 |
| Apella Capital, LLC | 152,619 | $402.84万 | 0.06% | 663 | 加仓 |
| BENJAMIN EDWARDS INC | 150,522 | $397.15万 | 0.04% | 561 | 加仓 |
| Prospera Financial Services Inc | 141,078 | $372.23万 | 0.05% | 115,824 | 加仓 |
| Orion Porfolio Solutions, LLC | 139,299 | $367.54万 | 0.03% | 16,023 | 加仓 |
| ASSETMARK, INC | 137,612 | $363.09万 | 0.01% | 14,855 | 加仓 |
| Cannon Financial Strategists, Inc. | 136,919 | $361.26万 | 0.41% | 136,919 | 新建仓 |
| Baird Financial Group, Inc. | 135,780 | $358.26万 | 0.00% | 36,369 | 加仓 |
| Total Clarity Wealth Management, Inc. | 134,940 | $356.04万 | 0.69% | -5,498 | 减仓 |
| FWG Holdings, LLC | 131,988 | $346.07万 | 1.20% | 15,054 | 加仓 |
| &PARTNERS | 121,339 | $320.15万 | 0.01% | 3,322 | 加仓 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 115,067 | $303.60万 | 0.86% | 17,140 | 加仓 |
| NewEdge Advisors, LLC | 107,803 | $284.44万 | 0.01% | 35,000 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 100,211 | $264.42万 | 0.04% | -4,106 | 减仓 |
| SEI INVESTMENTS CO | 100,006 | $263.86万 | 0.00% | 9,738 | 加仓 |
| Rockefeller Capital Management L.P. | 97,155 | $256.35万 | 0.00% | 6,629 | 加仓 |
| Elequin Capital, LP | 95,551 | $252.11万 | 0.08% | 83,689 | 重新持有 |
| Betterment LLC | 89,992 | $237.50万 | 0.00% | 7,675 | 加仓 |
| Cauble & Harre Wealth Management, Inc. | 85,683 | $226.11万 | 1.81% | -2,835 | 减仓 |
| Tribridge Partners Financial LLC | 84,571 | $222.29万 | 0.87% | 3,806 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 83,692 | $220.82万 | 0.00% | 83,513 | 重新持有 |
| Private Advisor Group, LLC | 80,859 | $213.35万 | 0.01% | -106,346 | 减仓 |
内部人交易（Form 4）
CGSM 董事、高管和大股东的最新买卖申报。专业版可看 🔒