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 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $2,256.31万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,963.11万 |
| LPL Financial LLC | 加仓 | $1,582.40万 |
| Cetera Investment Advisers | 加仓 | $757.51万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $740.01万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $706.46万 |
| Kestra Advisory Services, LLC | 加仓 | $582.76万 |
| Boulder Wealth Advisors, LLC | 加仓 | $442.34万 |
| Apella Capital, LLC | 新建仓 | $401.77万 |
| ROYAL BANK OF CANADA | 加仓 | $394.35万 |
| Capital International Investors | 加仓 | $371.34万 |
| CWM, LLC | 加仓 | $288.93万 |
| NATIXIS ADVISORS, LLC | 加仓 | $277.08万 |
| BENJAMIN EDWARDS INC | 加仓 | $275.77万 |
| JANE STREET GROUP, LLC | 加仓 | $269.94万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $195.13万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $192.82万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $173.80万 |
| FWG Holdings, LLC | 加仓 | $168.60万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $154.40万 |
2026Q1 卖出最多
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$389.76万 |
| StoneX Group Inc. | 清仓 | -$298.50万 |
| Beta Wealth Group, Inc. | 清仓 | -$166.57万 |
| Valmark Advisers, Inc. | 减仓 | -$139.51万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$99.79万 |
| PUREfi Wealth, LLC | 减仓 | -$78.71万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$77.44万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$77.19万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$49.03万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$32.34万 |
| Betterment LLC | 减仓 | -$30.71万 |
| Confluence Wealth Services, Inc. | 减仓 | -$28.69万 |
| LANDAAS & CO /WI /ADV | 减仓 | -$24.81万 |
| ASSETMARK, INC | 减仓 | -$23.70万 |
| Hartmann Taylor Wealth Management, LLC | 减仓 | -$23.32万 |
| LongView Wealth Management | 清仓 | -$20.37万 |
| Peterson Wealth Advisors, LLC | 减仓 | -$5.25万 |
| Sunrise Financial Services, LLC | 减仓 | -$4.51万 |
| JPMORGAN CHASE & CO | 减仓 | -$3.14万 |
| EQ WEALTH ADVISORS, LLC | 清仓 | -$3.04万 |
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 |
|---|---|---|---|---|---|
| Capital International Investors | 13,168,002 | $3.46亿 | 0.08% | 141,300 | 加仓 |
| MORGAN STANLEY | 3,688,463 | $9,693.28万 | 0.01% | 858,565 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,928,560 | $7,696.26万 | 0.02% | 281,585 | 加仓 |
| LPL Financial LLC | 2,191,408 | $5,759.02万 | 0.02% | 602,132 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,104,690 | $2,903.13万 | 0.02% | 746,997 | 加仓 |
| Cetera Investment Advisers | 989,257 | $2,599.77万 | 0.03% | 288,245 | 加仓 |
| Capital Group Private Client Services, Inc. | 800,815 | $2,104.54万 | 0.35% | 21,839 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 712,535 | $1,872.54万 | 0.03% | -148,310 | 减仓 |
| WELLS FARGO & COMPANY/MN | 690,408 | $1,814.39万 | 0.00% | 74,252 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 656,761 | $1,727.94万 | 0.01% | 268,513 | 加仓 |
| TRUIST FINANCIAL CORP | 419,385 | $1,102.14万 | 0.01% | 32,702 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 395,994 | $1,040.67万 | 0.00% | 51,961 | 加仓 |
| OSAIC HOLDINGS, INC. | 372,711 | $979.50万 | 0.01% | -29,370 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 360,873 | $948.37万 | 0.01% | 66,133 | 加仓 |
| MML INVESTORS SERVICES, LLC | 348,737 | $916.48万 | 0.03% | -37,970 | 减仓 |
| ROYAL BANK OF CANADA | 326,116 | $857.00万 | 0.00% | 150,064 | 加仓 |
| Kestra Advisory Services, LLC | 310,024 | $814.74万 | 0.03% | 221,749 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 304,185 | $799.40万 | 0.09% | 73,372 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 290,883 | $764.40万 | 0.02% | 19,120 | 加仓 |
| Boulder Wealth Advisors, LLC | 250,801 | $659.11万 | 2.63% | 168,317 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202,450 | $533.05万 | 0.01% | 38,155 | 加仓 |
| INTEGRATED WEALTHCARE, LLC | 195,969 | $515.01万 | 4.31% | 418 | 加仓 |
| Steward Partners Investment Advisory, LLC | 191,624 | $503.59万 | 0.03% | 12,745 | 加仓 |
| Financial Connections Group, Inc. | 190,872 | $501.60万 | 1.74% | 13,758 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 188,695 | $495.89万 | 0.07% | 17,131 | 加仓 |
| Private Advisor Group, LLC | 187,205 | $491.98万 | 0.02% | 37,522 | 加仓 |
| Hartmann Taylor Wealth Management, LLC | 155,916 | $409.75万 | 2.71% | -8,875 | 减仓 |
| Apella Capital, LLC | 151,956 | $401.77万 | 0.06% | 151,956 | 新建仓 |
| BENJAMIN EDWARDS INC | 149,961 | $394.09万 | 0.04% | 104,936 | 加仓 |
| Janney Montgomery Scott LLC | 149,372 | $392.50万 | 0.01% | 47,661 | 加仓 |
| NATIXIS ADVISORS, LLC | 142,364 | $374.10万 | 0.01% | 105,444 | 加仓 |
| Total Clarity Wealth Management, Inc. | 140,438 | $369.07万 | 0.87% | 19,833 | 加仓 |
| JANE STREET GROUP, LLC | 137,966 | $362.57万 | 0.00% | 102,717 | 加仓 |
| Orion Porfolio Solutions, LLC | 123,276 | $323.97万 | 0.03% | -453 | 减仓 |
| ASSETMARK, INC | 122,757 | $322.61万 | 0.01% | -9,017 | 减仓 |
| &PARTNERS | 118,017 | $310.15万 | 0.02% | 40,827 | 加仓 |
| FWG Holdings, LLC | 116,934 | $307.65万 | 1.16% | 64,082 | 加仓 |
| Royal Harbor Partners, LLC | 110,981 | $291.66万 | 0.99% | 4,472 | 加仓 |
| CWM, LLC | 109,982 | $289.03万 | 0.01% | 109,943 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 104,317 | $274.16万 | 0.05% | 15,475 | 加仓 |
| Baird Financial Group, Inc. | 99,411 | $261.25万 | 0.00% | 7,322 | 加仓 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 97,927 | $257.35万 | 0.87% | 12,399 | 加仓 |
| OLD MISSION CAPITAL LLC | 93,958 | $246.92万 | 0.04% | 52,519 | 重新持有 |
| Rockefeller Capital Management L.P. | 90,526 | $237.90万 | 0.00% | 35,097 | 加仓 |
| SEI INVESTMENTS CO | 90,268 | $237.22万 | 0.00% | 16,110 | 加仓 |
| Cauble & Harre Wealth Management, Inc. | 88,518 | $232.98万 | 1.86% | 11,072 | 加仓 |
| Transamerica Financial Advisors, LLC | 87,331 | $229.51万 | 0.20% | 47,055 | 加仓 |
| Betterment LLC | 82,317 | $216.30万 | 0.00% | -11,688 | 减仓 |
| Jacobi Capital Management LLC | 81,883 | $215.19万 | 0.12% | 4,902 | 加仓 |
| Tribridge Partners Financial LLC | 80,765 | $212.65万 | 0.88% | 7,748 | 加仓 |
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 🔒