CGUS CAPITAL GROUP CORE EQUITY ET
SHS CREATION UNI
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 | 443 | 186,271,915 | $82.72亿 | 41 | 230 | 112 | 18 | $8.65亿 |
| 2026Q1 | 411 | 167,224,845 | $64.21亿 | 30 | 231 | 90 | 10 | $7.81亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1.66亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $9,283.40万 |
| BENJAMIN EDWARDS INC | 加仓 | $7,770.02万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $6,193.77万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $6,154.75万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $5,746.63万 |
| Valmark Advisers, Inc. | 加仓 | $2,566.98万 |
| Equitable Holdings, Inc. | 加仓 | $1,876.12万 |
| TUDOR INVESTMENT CORP ET AL | 加仓 | $1,810.15万 |
| Independent Advisor Alliance | 新建仓 | $1,599.36万 |
| Capital Group Private Client Services, Inc. | 加仓 | $1,530.46万 |
| Cetera Investment Advisers | 加仓 | $1,436.29万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,396.24万 |
| SEI INVESTMENTS CO | 加仓 | $1,294.73万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,228.36万 |
| Janney Montgomery Scott LLC | 加仓 | $969.24万 |
| ROYAL BANK OF CANADA | 加仓 | $967.52万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $723.83万 |
| BETO FINANCIAL GROUP, LLC | 加仓 | $660.83万 |
| Compton Financial Group, LLC | 加仓 | $655.15万 |
2026Q1 卖出最多
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,855.31万 |
| Investment Planning Advisors, Inc. | 减仓 | -$1,223.28万 |
| Summit Investment Advisory Services, LLC | 减仓 | -$969.32万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$685.99万 |
| MORGAN STANLEY | 减仓 | -$623.96万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$478.90万 |
| HUB Investment Partners, LLC | 减仓 | -$426.27万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$354.96万 |
| TrueWealth Financial Partners | 清仓 | -$287.91万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$254.34万 |
| GTS SECURITIES LLC | 减仓 | -$224.51万 |
| JANE STREET GROUP, LLC | 减仓 | -$203.13万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$194.05万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$178.00万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 减仓 | -$147.21万 |
| VestGen Advisors, LLC | 减仓 | -$145.23万 |
| Ameritas Investment Partners, Inc. | 减仓 | -$132.53万 |
| Affiance Financial, LLC | 减仓 | -$125.88万 |
| Worth Financial Advisory Group, LLC | 减仓 | -$112.62万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$108.84万 |
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 | 28,053,759 | $10.78亿 | 0.29% | 4,319,582 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 13,947,010 | $5.36亿 | 0.14% | 2,416,294 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 8,803,989 | $3.38亿 | 0.10% | 1,495,738 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 7,801,326 | $2.92亿 | 0.14% | 1,652,180 | 加仓 |
| WELLS FARGO & COMPANY/MN | 6,880,192 | $2.64亿 | 0.05% | 1,601,966 | 加仓 |
| MORGAN STANLEY | 6,553,093 | $2.52亿 | 0.02% | -162,406 | 减仓 |
| Cetera Investment Advisers | 6,314,257 | $2.43亿 | 0.26% | 373,840 | 加仓 |
| Capital International Investors | 6,049,852 | $2.32亿 | 0.05% | 3,047 | 加仓 |
| Capital Group Private Client Services, Inc. | 5,098,451 | $1.96亿 | 3.30% | 398,351 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,513,180 | $1.73亿 | 0.11% | 188,400 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,252,916 | $1.63亿 | 0.23% | 319,719 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 3,126,028 | $1.20亿 | 0.31% | 363,415 | 加仓 |
| MML INVESTORS SERVICES, LLC | 2,960,209 | $1.14亿 | 0.32% | -482,902 | 减仓 |
| BENJAMIN EDWARDS INC | 2,753,949 | $1.06亿 | 1.05% | 2,022,431 | 加仓 |
| ROYAL BANK OF CANADA | 2,510,189 | $9,644.20万 | 0.02% | 251,825 | 加仓 |
| SEI INVESTMENTS CO | 2,346,850 | $9,016.62万 | 0.08% | 336,992 | 加仓 |
| Merit Financial Group, LLC | 2,307,167 | $8,864.14万 | 0.66% | 113,782 | 加仓 |
| Private Advisor Group, LLC | 2,116,973 | $8,133.41万 | 0.38% | 115,820 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,104,783 | $8,087.32万 | 0.12% | -50,503 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,790,838 | $6,879.60万 | 0.12% | 21,985 | 加仓 |
| UBS Group AG | 1,696,127 | $6,516.52万 | 0.01% | 120,891 | 加仓 |
| Valmark Advisers, Inc. | 1,333,129 | $5,121.88万 | 0.61% | 668,137 | 加仓 |
| ASSETMARK, INC | 1,323,220 | $5,083.81万 | 0.10% | 153,080 | 加仓 |
| &PARTNERS | 1,279,570 | $4,922.84万 | 0.24% | 101,003 | 加仓 |
| Baird Financial Group, Inc. | 1,281,194 | $4,922.35万 | 0.08% | 80,587 | 加仓 |
| STIFEL FINANCIAL CORP | 1,235,564 | $4,747.05万 | 0.04% | 166,798 | 加仓 |
| NewEdge Advisors, LLC | 1,135,407 | $4,362.23万 | 0.16% | 106,249 | 加仓 |
| Midwest Heritage Bank, FSB | 1,053,091 | $4,045.98万 | 12.98% | 77,383 | 加仓 |
| Kestra Advisory Services, LLC | 1,029,931 | $3,957.00万 | 0.15% | 117,740 | 加仓 |
| HUB Investment Partners, LLC | 1,029,237 | $3,954.33万 | 0.95% | -110,951 | 减仓 |
| Janney Montgomery Scott LLC | 1,012,598 | $3,890.40万 | 0.10% | 252,275 | 加仓 |
| Souders Financial Advisors | 996,057 | $3,826.85万 | 4.37% | 29,518 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 977,976 | $3,757.39万 | 0.00% | 146,738 | 加仓 |
| SILVER OAK SECURITIES, INCORPORATED | 939,142 | $3,608.18万 | 2.64% | 81,057 | 加仓 |
| Equitable Holdings, Inc. | 663,333 | $2,658.33万 | 0.17% | 468,150 | 加仓 |
| BIP Wealth, LLC | 690,410 | $2,652.56万 | 1.08% | 30,635 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 623,810 | $2,396.68万 | 0.27% | 113,591 | 加仓 |
| HighPoint Advisor Group LLC | 598,699 | $2,300.20万 | 0.96% | 16,174 | 加仓 |
| CWM, LLC | 588,581 | $2,261.33万 | 0.06% | -13,625 | 减仓 |
| D.A. DAVIDSON & CO. | 559,108 | $2,148.10万 | 0.13% | 89,831 | 加仓 |
| AA Financial Advisors, LLC | 536,231 | $2,060.20万 | 2.90% | 111,851 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 523,034 | $2,025.19万 | 0.04% | -177,166 | 减仓 |
| EverSource Wealth Advisors, LLC | 495,894 | $1,905.23万 | 0.58% | 30,530 | 加仓 |
| Summit Investment Advisory Services, LLC | 482,381 | $1,853.31万 | 6.88% | -252,295 | 减仓 |
| Beacon Pointe Advisors, LLC | 479,677 | $1,842.92万 | 0.10% | 23,033 | 加仓 |
| TUDOR INVESTMENT CORP ET AL | 477,304 | $1,833.80万 | 0.03% | 471,148 | 加仓 |
| Orion Porfolio Solutions, LLC | 465,073 | $1,786.81万 | 0.15% | 22,884 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 458,910 | $1,763.13万 | 0.27% | -46,329 | 减仓 |
| Forge Financial Services LLC | 435,527 | $1,673.32万 | 1.69% | -3,807 | 减仓 |
| Ameritas Investment Partners, Inc. | 424,179 | $1,629.70万 | 0.50% | -34,494 | 减仓 |
内部人交易（Form 4）
CGUS 董事、高管和大股东的最新买卖申报。专业版可看 🔒