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 🔒

2026Q1 买入最多

BENJAMIN EDWARDS INC加仓$1.18亿
LPL Financial LLC加仓$8,181.85万
MORGAN STANLEY加仓$4,727.59万
WELLS FARGO & COMPANY/MN加仓$3,773.65万
Cerity Partners LLC加仓$2,655.89万
Summit Investment Advisory Services, LLC加仓$2,399.05万
BANK OF AMERICA CORP /DE/加仓$2,194.48万
SEI INVESTMENTS CO加仓$1,223.71万
JONES FINANCIAL COMPANIES LLLP加仓$1,092.38万
Capital Group Private Client Services, Inc.加仓$987.51万
UBS Group AG加仓$786.64万
Equitable Holdings, Inc.加仓$715.59万
JPMORGAN CHASE & CO加仓$582.08万
HUB Investment Partners, LLC加仓$580.93万
ENVESTNET ASSET MANAGEMENT INC加仓$516.94万
Glaxis Capital Management, LLC新建仓$501.92万
COMMONWEALTH EQUITY SERVICES, LLC加仓$476.56万
ROYAL BANK OF CANADA加仓$450.44万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$445.83万
Sterling Investment Counsel, LLC加仓$404.97万

2026Q1 卖出最多

SOL Capital Management CO清仓-$2,522.80万
JANE STREET GROUP, LLC清仓-$1,536.60万
OSAIC HOLDINGS, INC.减仓-$1,249.37万
STIFEL FINANCIAL CORP减仓-$547.91万
MML INVESTORS SERVICES, LLC减仓-$467.94万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$454.01万
Worth Financial Advisory Group, LLC减仓-$417.82万
BETO FINANCIAL GROUP, LLC减仓-$376.02万
CENTAURUS FINANCIAL, INC.减仓-$328.17万
Swisher Financial Concepts, Inc.减仓-$309.28万
Corient Private Wealth LP减仓-$303.56万
Main Street Financial Solutions, LLC减仓-$281.72万
Koshinski Asset Management, Inc.减仓-$251.00万
TrueWealth Financial Partners清仓-$224.34万
Freedom Financial Partners LLC减仓-$164.19万
GREAT VALLEY ADVISOR GROUP, INC.减仓-$160.66万
OLD MISSION CAPITAL LLC重新持有-$154.18万
CAPTRUST FINANCIAL ADVISORS减仓-$149.23万
Total Clarity Wealth Management, Inc.清仓-$117.46万
Bridgewealth Advisory Group, LLC减仓-$102.79万

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 LLC16,623,539$4.90亿0.13%2,774,449加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,739,122$2.28亿0.14%151,179加仓
WELLS FARGO & COMPANY/MN7,097,181$2.09亿0.04%1,279,638加仓
MORGAN STANLEY6,307,307$1.86亿0.01%1,603,117加仓
UBS Group AG5,328,674$1.57亿0.02%266,748加仓
RAYMOND JAMES FINANCIAL INC5,217,086$1.54亿0.05%27,010加仓
Cerity Partners LLC5,034,565$1.48亿0.21%900,605加仓
ROYAL BANK OF CANADA4,282,122$1.26亿0.02%152,742加仓
BENJAMIN EDWARDS INC4,074,491$1.20亿1.19%3,995,247加仓
CAPTRUST FINANCIAL ADVISORS3,832,545$1.13亿0.20%-50,608减仓
Capital Group Private Client Services, Inc.3,571,580$1.05亿1.78%334,861加仓
COMMONWEALTH EQUITY SERVICES, LLC3,022,310$8,912.79万0.12%161,601加仓
BANK OF AMERICA CORP /DE/2,854,990$8,419.37万0.01%744,144加仓
SEI INVESTMENTS CO2,484,824$7,327.75万0.07%414,959加仓
INSPIRION WEALTH ADVISORS, LLC2,021,349$5,960.96万7.42%131,005加仓
Confluence Wealth Services, Inc.1,971,772$5,814.75万2.25%135,739加仓
JONES FINANCIAL COMPANIES LLLP2,013,276$5,733.81万0.03%383,561加仓
ENVESTNET ASSET MANAGEMENT INC1,830,011$5,396.70万0.01%175,293加仓
STIFEL FINANCIAL CORP1,802,654$5,315.99万0.05%-185,795减仓
ECLECTIC ASSOCIATES INC /ADV1,689,674$4,982.32万6.61%104,393加仓
OSAIC HOLDINGS, INC.1,564,002$4,612.50万0.07%-423,637减仓
Private Advisor Group, LLC1,497,797$4,417.00万0.21%42,438加仓
Cetera Investment Advisers1,460,470$4,306.93万0.05%78,117加仓
&PARTNERS1,444,997$4,261.41万0.21%56,463加仓
CPC Advisors, LLC1,302,417$3,840.83万6.23%27,923加仓
Aprio Wealth Management, LLC1,271,865$3,750.73万2.05%15,880加仓
Janney Montgomery Scott LLC1,191,618$3,514.10万0.09%3,756加仓
Kestra Advisory Services, LLC1,141,672$3,366.79万0.13%61,207加仓
AdvisorNet Financial, Inc1,111,629$3,278.19万1.70%43,456加仓
Cambridge Investment Research Advisors, Inc.1,107,739$3,266.70万0.08%66,951加仓
Baird Financial Group, Inc.983,506$2,900.36万0.05%13,759加仓
MML INVESTORS SERVICES, LLC951,782$2,806.80万0.08%-158,679减仓
Armstrong, Fleming & Moore, Inc867,419$2,558.02万10.86%87,808加仓
Sterling Investment Counsel, LLC854,424$2,519.70万7.06%137,324加仓
Summit Investment Advisory Services, LLC850,782$2,508.96万9.32%813,514加仓
Mason Investment Advisory Services, Inc.811,694$2,393.69万1.11%104,326加仓
D.A. DAVIDSON & CO.742,931$2,190.91万0.13%54,123加仓
McGlone Suttner Wealth Management, Inc.706,871$2,084.56万2.76%-25,804减仓
NewEdge Advisors, LLC675,477$1,991.98万0.07%72,846加仓
Main Line Retirement Advisors, LLC672,863$1,984.27万9.91%3,786加仓
Wealthcare Advisory Partners LLC652,930$1,925.49万0.37%35,235加仓
Lantz Financial LLC640,279$1,888.18万3.90%48,509加仓
Strata Wealth Advisors, LLC627,651$1,850.94万5.08%95,331加仓
Souders Financial Advisors622,629$1,836.13万2.10%10,825加仓
DeDora Capital, Inc.603,966$1,781.09万4.37%2,796加仓
CAHILL FINANCIAL ADVISORS INC595,965$1,757.50万1.90%18,466加仓
Hopwood Financial Services, Inc.579,853$1,709.99万11.52%12,016加仓
BetterWealth, LLC579,572$1,709.16万3.35%23,919加仓
EverSource Wealth Advisors, LLC552,499$1,629.32万0.50%10,911加仓
JPMORGAN CHASE & CO557,273$1,575.97万0.00%205,828加仓

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