CLOA BLACKROCK ETF TRUST II
ISHARES AAA CLO
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 | 249 | 27,769,260 | $14.41亿 | 42 | 100 | 72 | 16 | $8,642.93万 |
| 2026Q1 | 216 | 29,075,514 | $15.03亿 | 53 | 102 | 38 | 12 | $5.99亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Richard Bernstein Advisors LLC | 新建仓 | $3.21亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,040.78万 |
| MORGAN STANLEY | 加仓 | $2,994.56万 |
| CenturyLink Investment Management Co | 新建仓 | $2,651.88万 |
| BlackRock, Inc. | 加仓 | $1,974.90万 |
| Advocacy Wealth Management, LLC | 加仓 | $1,618.85万 |
| Elequin Capital, LP | 加仓 | $1,256.65万 |
| LPL Financial LLC | 加仓 | $1,081.09万 |
| OneDigital Investment Advisors LLC | 加仓 | $914.89万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $862.37万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $830.23万 |
| Keel Point, LLC | 新建仓 | $821.52万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $791.31万 |
| Cetera Investment Advisers | 加仓 | $725.33万 |
| August Group Capital Ltd | 加仓 | $718.61万 |
| Tower Research Capital LLC (TRC) | 加仓 | $713.29万 |
| Client First Capital LLC | 新建仓 | $696.55万 |
| STIFEL FINANCIAL CORP | 加仓 | $694.12万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $670.48万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $647.52万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$3,150.32万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$2,069.76万 |
| BAR HARBOR WEALTH MANAGEMENT | 减仓 | -$567.59万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$308.46万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$306.80万 |
| Ferguson Shapiro LLC | 减仓 | -$268.51万 |
| Constellation Investments, Inc. | 减仓 | -$265.03万 |
| Pallas Capital Advisors LLC | 减仓 | -$242.77万 |
| OPPENHEIMER & CO INC | 重新持有 | -$239.56万 |
| ROYAL BANK OF CANADA | 减仓 | -$227.74万 |
| DRIVE WEALTH MANAGEMENT, LLC | 减仓 | -$201.92万 |
| Heck Capital Advisors, LLC | 清仓 | -$183.01万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$156.26万 |
| CITADEL ADVISORS LLC | 重新持有 | -$151.28万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$148.55万 |
| WESPAC Advisors, LLC | 减仓 | -$100.70万 |
| Brookwood Investment Group LLC | 减仓 | -$85.67万 |
| U.S. Capital Wealth Advisors, LLC | 清仓 | -$74.18万 |
| Corient Private Wealth LP | 减仓 | -$65.10万 |
| MAINSAIL ASSET MANAGEMENT, LLC | 减仓 | -$61.13万 |
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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 6,186,664 | $3.21亿 | 9.30% | 6,186,664 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,670,777 | $1.38亿 | 0.04% | 972,467 | 加仓 |
| BlackRock, Inc. | 2,097,359 | $1.09亿 | 0.00% | 380,998 | 加仓 |
| LPL Financial LLC | 1,939,891 | $1.01亿 | 0.03% | 208,564 | 加仓 |
| Advocacy Wealth Management, LLC | 1,053,787 | $5,462.30万 | 2.42% | 312,308 | 加仓 |
| MORGAN STANLEY | 825,489 | $4,278.93万 | 0.00% | 577,709 | 加仓 |
| Cetera Investment Advisers | 587,388 | $3,044.73万 | 0.03% | 139,931 | 加仓 |
| INSPIRION WEALTH ADVISORS, LLC | 563,343 | $2,920.09万 | 3.64% | 63,417 | 加仓 |
| JPMORGAN CHASE & CO | 537,727 | $2,786.25万 | 0.00% | -607,990 | 减仓 |
| Pallas Capital Advisors LLC | 512,982 | $2,659.04万 | 1.00% | -46,836 | 减仓 |
| CenturyLink Investment Management Co | 511,600 | $2,651.88万 | 10.53% | 511,600 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 440,930 | $2,285.56万 | 0.06% | 152,660 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 440,508 | $2,283.37万 | 0.25% | 160,168 | 加仓 |
| Betterment LLC | 348,450 | $1,806.40万 | 0.03% | 24,290 | 加仓 |
| August Group Capital Ltd | 316,340 | $1,639.75万 | 19.04% | 138,635 | 加仓 |
| Goldstone Financial Group, LLC | 303,923 | $1,575.39万 | 1.71% | 39,839 | 加仓 |
| Landing Point Financial Group, LLC | 298,253 | $1,545.99万 | 7.50% | 27,297 | 加仓 |
| OneDigital Investment Advisors LLC | 292,367 | $1,515.49万 | 0.15% | 176,500 | 加仓 |
| ASSETMARK, INC | 289,664 | $1,501.47万 | 0.03% | 80,921 | 加仓 |
| AE Wealth Management LLC | 274,373 | $1,422.21万 | 0.08% | 42,631 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 270,914 | $1,404.28万 | 0.08% | 82,564 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 258,633 | $1,340.62万 | 0.02% | 54,118 | 加仓 |
| Elequin Capital, LP | 317,152 | $1,257.45万 | 1.02% | 316,951 | 加仓 |
| Cascade Wealth Advisors, Inc | 239,300 | $1,241.37万 | 4.92% | 12,783 | 加仓 |
| CacheTech Inc. | 217,080 | $1,125.24万 | 2.17% | -1,701 | 减仓 |
| STAR Financial Bank | 213,408 | $1,106.20万 | 5.22% | 28,592 | 加仓 |
| Tower Research Capital LLC (TRC) | 200,422 | $1,038.89万 | 0.27% | 137,607 | 加仓 |
| Prime Capital Investment Advisors, LLC | 195,748 | $1,014.66万 | 0.12% | 166,369 | 加仓 |
| Adams Wealth Management | 195,397 | $1,012.84万 | 2.22% | 2,045 | 加仓 |
| Cannon Capital Management, Inc. | 192,410 | $997.36万 | 8.10% | 57,554 | 加仓 |
| NorthCoast Asset Management LLC | 188,349 | $976.31万 | 0.23% | 10,766 | 加仓 |
| Ferguson Shapiro LLC | 184,065 | $954.10万 | 2.91% | -51,800 | 减仓 |
| DRIVE WEALTH MANAGEMENT, LLC | 179,552 | $930.71万 | 1.96% | -38,954 | 减仓 |
| BAR HARBOR WEALTH MANAGEMENT | 175,508 | $909.75万 | 0.53% | -109,500 | 减仓 |
| Macro Advisors, Inc. | 160,564 | $832.28万 | 3.44% | — | — |
| Keel Point, LLC | 158,488 | $821.52万 | 0.54% | 158,488 | 新建仓 |
| STIFEL FINANCIAL CORP | 150,804 | $781.69万 | 0.01% | 133,910 | 加仓 |
| ODonnell Financial Services, LLC | 148,631 | $769.03万 | 2.65% | 8,849 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 140,420 | $727.87万 | 0.17% | 124,920 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 138,734 | $719.53万 | 0.04% | 88,606 | 加仓 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 138,133 | $716.02万 | 2.12% | 33,238 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 137,374 | $713.45万 | 0.12% | 129,099 | 加仓 |
| E6 Portfolios, LLC | 134,609 | $697.75万 | 7.27% | 22,273 | 加仓 |
| Client First Capital LLC | 134,379 | $696.55万 | 3.02% | 134,379 | 新建仓 |
| KICKSTAND VENTURES, LLC. | 124,539 | $645.55万 | 1.36% | -2,792 | 减仓 |
| BANK OF MONTREAL /CAN/ | 121,940 | $632.08万 | 0.00% | 38,440 | 加仓 |
| UBS Group AG | 115,393 | $598.14万 | 0.00% | 115,393 | 新建仓 |
| Triad Wealth Partners, LLC | 114,010 | $590.97万 | 0.47% | 54,331 | 加仓 |
| POTENTIA WEALTH | 111,309 | $576.97万 | 2.23% | 30,037 | 加仓 |
| PARK AVENUE SECURITIES LLC | 110,155 | $571.00万 | 0.04% | 34,490 | 加仓 |
内部人交易（Form 4）
CLOA 董事、高管和大股东的最新买卖申报。专业版可看 🔒