13F 机构持仓

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

持有机构数3802026Q2
26Q126Q2
机构合计持股(股)148,037,4232026Q2
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
2026Q2380148,037,423$51.22亿 421669911$4.65亿
2026Q1348134,643,654$39.67亿 311886915$4.45亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

LPL Financial LLC加仓$7,930.84万
JPMORGAN CHASE & CO加仓$7,631.45万
Cambridge Investment Research Advisors, Inc.加仓$4,179.43万
MORGAN STANLEY加仓$2,928.38万
WELLS FARGO & COMPANY/MN加仓$2,548.86万
RAYMOND JAMES FINANCIAL INC加仓$2,474.56万
Cooper Financial Group新建仓$2,300.23万
MML INVESTORS SERVICES, LLC加仓$1,977.85万
OSAIC HOLDINGS, INC.加仓$1,759.96万
Confluence Wealth Services, Inc.加仓$1,589.10万
Corient Private Wealth LP加仓$1,465.38万
JONES FINANCIAL COMPANIES LLLP加仓$1,340.72万
HUB Investment Partners, LLC加仓$1,211.29万
SEI INVESTMENTS CO加仓$1,000.93万
ENVESTNET ASSET MANAGEMENT INC加仓$867.61万
UBS Group AG加仓$766.02万
Worth Financial Advisory Group, LLC加仓$628.91万
COMMONWEALTH EQUITY SERVICES, LLC加仓$625.87万
STIFEL FINANCIAL CORP加仓$582.49万
PNC Financial Services Group, Inc.加仓$574.33万

2026Q2 卖出最多

Private Advisor Group, LLC减仓-$1,045.51万
CPC Advisors, LLC减仓-$884.82万
Aprio Wealth Management, LLC减仓-$772.05万
CAPTRUST FINANCIAL ADVISORS减仓-$453.36万
Equitable Holdings, Inc.减仓-$421.04万
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC减仓-$406.22万
Thrivent Financial for Lutherans清仓-$334.70万
ROYAL BANK OF CANADA减仓-$321.74万
Wealthcare Advisory Partners LLC减仓-$303.69万
Glaxis Capital Management, LLC减仓-$294.96万
Baird Financial Group, Inc.减仓-$207.30万
Entruity Wealth, LLC减仓-$183.33万
Cornell Pochily Investment Advisors, Inc.减仓-$175.39万
Clear Point Advisors Inc.清仓-$159.45万
OLD MISSION CAPITAL LLC清仓-$136.96万
Swisher Financial Concepts, Inc.减仓-$125.03万
GTS SECURITIES LLC减仓-$123.87万
Richmond Investment Services, LLC清仓-$114.91万
Steward Partners Investment Advisory, LLC减仓-$110.68万
Mariner, LLC减仓-$98.83万

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 LLC18,914,366$6.55亿0.15%2,290,827加仓
WELLS FARGO & COMPANY/MN7,833,419$2.71亿0.04%736,238加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,711,530$2.67亿0.14%-27,592减仓
MORGAN STANLEY7,153,170$2.48亿0.01%845,863加仓
RAYMOND JAMES FINANCIAL INC5,931,864$2.05亿0.06%714,778加仓
UBS Group AG5,549,938$1.92亿0.02%221,264加仓
Cerity Partners LLC5,087,343$1.76亿0.21%52,778加仓
ROYAL BANK OF CANADA4,189,189$1.45亿0.02%-92,933减仓
BENJAMIN EDWARDS INC4,137,049$1.43亿1.31%62,558加仓
Capital Group Private Client Services, Inc.3,728,784$1.29亿1.82%157,204加仓
CAPTRUST FINANCIAL ADVISORS3,701,592$1.28亿0.20%-130,953减仓
COMMONWEALTH EQUITY SERVICES, LLC3,203,093$1.11亿0.14%180,783加仓
BANK OF AMERICA CORP /DE/2,994,968$1.04亿0.01%139,978加仓
SEI INVESTMENTS CO2,773,945$9,603.38万0.08%289,121加仓
JPMORGAN CHASE & CO2,759,076$9,562.96万0.01%2,201,803加仓
Confluence Wealth Services, Inc.2,430,784$8,415.38万2.41%459,012加仓
JONES FINANCIAL COMPANIES LLLP2,402,850$8,269.41万0.03%389,574加仓
Cambridge Investment Research Advisors, Inc.2,314,977$8,014.40万0.09%1,207,238加仓
ENVESTNET ASSET MANAGEMENT INC2,080,621$7,203.11万0.02%250,610加仓
OSAIC HOLDINGS, INC.2,072,263$7,175.63万0.08%508,261加仓
INSPIRION WEALTH ADVISORS, LLC2,063,378$7,021.68万8.04%42,029加仓
STIFEL FINANCIAL CORP1,970,907$6,823.29万0.06%168,253加仓
ECLECTIC ASSOCIATES INC /ADV1,709,781$5,919.27万6.74%20,107加仓
Cetera Investment Advisers1,548,121$5,359.59万0.05%87,651加仓
MML INVESTORS SERVICES, LLC1,523,084$5,272.92万0.11%571,302加仓
&PARTNERS1,491,516$5,167.60万0.21%46,519加仓
Janney Montgomery Scott LLC1,201,994$4,161.30万0.08%10,376加仓
Kestra Advisory Services, LLC1,197,661$4,146.30万0.13%55,989加仓
Private Advisor Group, LLC1,195,801$4,139.86万0.19%-301,996减仓
AdvisorNet Financial, Inc1,141,207$3,950.86万1.80%29,578加仓
Aprio Wealth Management, LLC1,048,859$3,631.15万1.79%-223,006减仓
CPC Advisors, LLC1,046,835$3,624.14万4.89%-255,582减仓
Baird Financial Group, Inc.923,626$3,197.59万0.04%-59,880减仓
Mason Investment Advisory Services, Inc.892,693$3,090.50万1.18%80,999加仓
Sterling Investment Counsel, LLC876,583$3,034.73万7.14%22,159加仓
Corient Private Wealth LP866,140$2,999.56万0.04%423,136加仓
Armstrong, Fleming & Moore, Inc865,186$2,995.27万9.92%-2,233减仓
Summit Investment Advisory Services, LLC847,237$2,933.14万7.36%-3,545减仓
HUB Investment Partners, LLC833,653$2,886.11万0.52%349,881加仓
D.A. DAVIDSON & CO.801,589$2,775.10万0.15%58,658加仓
NewEdge Advisors, LLC710,858$2,460.99万0.07%35,381加仓
McGlone Suttner Wealth Management, Inc.700,615$2,425.53万2.85%-6,256减仓
Lantz Financial LLC680,706$2,356.60万4.31%40,427加仓
Cooper Financial Group664,422$2,300.23万1.91%664,422新建仓
Strata Wealth Advisors, LLC659,184$2,282.09万5.57%31,533加仓
DeDora Capital, Inc.654,320$2,265.26万4.92%50,354加仓
Main Line Retirement Advisors, LLC647,006$2,239.93万10.27%-25,857减仓
Hopwood Financial Services, Inc.622,577$2,155.77万12.48%42,724加仓
Souders Financial Advisors617,195$2,136.73万2.15%-5,434减仓
EverSource Wealth Advisors, LLC611,144$2,115.78万0.71%58,645加仓

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