CLOZ SERIES PORTFOLIOS TR
ELDRIDGE BBB B
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 | 93 | 14,843,181 | $3.92亿 | 12 | 39 | 21 | 15 | $5,705.89万 |
| 2026Q1 | 88 | 11,966,258 | $3.07亿 | 10 | 26 | 35 | 19 | -$5,798.69万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Arax Advisory Partners | 加仓 | $1,784.85万 |
| Atria Investments, Inc | 加仓 | $1,302.40万 |
| Mariner, LLC | 加仓 | $1,207.53万 |
| LPL Financial LLC | 加仓 | $821.12万 |
| MORGAN STANLEY | 加仓 | $660.50万 |
| Navis Wealth Advisors, LLC | 重新持有 | $423.19万 |
| WESPAC Advisors, LLC | 新建仓 | $401.41万 |
| Inspire Advisors, LLC | 加仓 | $400.91万 |
| Focus Partners Wealth | 加仓 | $327.72万 |
| Client First Investment Management LLC | 新建仓 | $297.14万 |
| Nuveen, LLC | 新建仓 | $207.63万 |
| INSIGNEO ADVISORY SERVICES, LLC | 重新持有 | $192.64万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 加仓 | $191.26万 |
| Sound Income Strategies, LLC | 加仓 | $160.33万 |
| BANK OF MONTREAL /CAN/ | 重新持有 | $148.38万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $138.53万 |
| Guardian Financial Partners, LLC | 加仓 | $110.21万 |
| PRIMORIS WEALTH ADVISORS, LLC | 加仓 | $108.32万 |
| Impact Partnership Wealth, LLC | 加仓 | $68.77万 |
| Copia Wealth Management | 加仓 | $67.37万 |
2026Q2 卖出最多
| GOLDMAN SACHS GROUP INC | 重新持有 | -$1,502.05万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$604.59万 |
| Carmel Capital Partners, LLC | 清仓 | -$316.62万 |
| CITADEL ADVISORS LLC | 清仓 | -$277.91万 |
| HighTower Advisors, LLC | 重新持有 | -$251.62万 |
| Kestra Advisory Services, LLC | 减仓 | -$208.60万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$179.13万 |
| Janney Montgomery Scott LLC | 重新持有 | -$106.63万 |
| JANE STREET GROUP, LLC | 清仓 | -$93.31万 |
| BI Asset Management Fondsmaeglerselskab A/S | 减仓 | -$42.93万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$41.50万 |
| ROYAL BANK OF CANADA | 减仓 | -$35.92万 |
| AE Wealth Management LLC | 清仓 | -$31.61万 |
| Almanack Investment Partners, LLC. | 减仓 | -$28.32万 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 减仓 | -$25.29万 |
| a16z Perennial Management, L.P. | 清仓 | -$25.27万 |
| State of New Jersey Common Pension Fund D | 清仓 | -$22.50万 |
| Cerity Partners LLC | 清仓 | -$21.19万 |
| StoneX Group Inc. | 清仓 | -$20.16万 |
| MATHER GROUP, LLC. | 减仓 | -$17.14万 |
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 |
|---|---|---|---|---|---|
| Arax Advisory Partners | 2,188,929 | $5,783.15万 | 0.38% | 675,569 | 加仓 |
| MORGAN STANLEY | 1,870,670 | $4,942.31万 | 0.00% | 250,000 | 加仓 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1,625,576 | $4,294.77万 | 23.66% | 0 | 不变 |
| Focus Partners Wealth | 1,481,838 | $3,915.02万 | 0.04% | 124,044 | 加仓 |
| Estate Planners Group, LLC | 772,217 | $2,040.20万 | 9.23% | 16,051 | 加仓 |
| Guardian Financial Partners, LLC | 770,855 | $2,036.60万 | 7.93% | 41,716 | 加仓 |
| Atria Investments, Inc | 677,733 | $1,790.57万 | 0.18% | 492,959 | 加仓 |
| Mariner, LLC | 642,610 | $1,697.78万 | 0.02% | 457,050 | 加仓 |
| LPL Financial LLC | 365,239 | $964.96万 | 0.00% | 310,797 | 加仓 |
| Sound Income Strategies, LLC | 330,517 | $873.23万 | 0.39% | 60,685 | 加仓 |
| Gradient Investments LLC | 302,753 | $799.87万 | 0.11% | 8,563 | 加仓 |
| STIFEL FINANCIAL CORP | 225,787 | $596.53万 | 0.00% | -5,329 | 减仓 |
| Inspire Advisors, LLC | 200,146 | $528.79万 | 0.37% | 151,743 | 加仓 |
| BARCLAYS PLC | 194,400 | $513.60万 | 0.00% | 4,400 | 加仓 |
| Copia Wealth Management | 187,206 | $494.60万 | 2.97% | 25,499 | 加仓 |
| Navis Wealth Advisors, LLC | 179,436 | $474.07万 | 1.80% | 160,177 | 重新持有 |
| Sowell Financial Services LLC | 158,003 | $417.44万 | 0.14% | 1,967 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 156,040 | $412.26万 | 0.00% | 52,434 | 加仓 |
| WESPAC Advisors, LLC | 151,934 | $401.41万 | 1.96% | 151,934 | 新建仓 |
| CWC Advisors, LLC. | 142,226 | $375.76万 | 1.67% | -1,308 | 减仓 |
| Ethos Financial Group, LLC | 127,418 | $335.87万 | 0.22% | 6,714 | 加仓 |
| Valeo Financial Advisors, LLC | 123,764 | $326.99万 | 0.07% | 0 | 不变 |
| Cedar Wealth Management, LLC | 118,734 | $313.70万 | 0.81% | 2,953 | 加仓 |
| BASSO CAPITAL MANAGEMENT, L.P. | 116,451 | $307.66万 | 0.66% | 72,392 | 加仓 |
| Client First Investment Management LLC | 112,467 | $297.14万 | 1.25% | 112,467 | 新建仓 |
| Impact Partnership Wealth, LLC | 110,679 | $292.41万 | 0.28% | 26,029 | 加仓 |
| Farther Finance Advisors, LLC | 102,958 | $272.02万 | 0.02% | 1,871 | 加仓 |
| PRIMORIS WEALTH ADVISORS, LLC | 92,450 | $244.25万 | 1.11% | 41,000 | 加仓 |
| UBS Group AG | 82,863 | $218.92万 | 0.00% | -2,100 | 减仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 82,276 | $217.37万 | 0.08% | 72,913 | 重新持有 |
| Nuveen, LLC | 78,589 | $207.63万 | 0.00% | 78,589 | 新建仓 |
| Kestra Advisory Services, LLC | 74,396 | $196.55万 | 0.01% | -78,957 | 减仓 |
| BANK OF MONTREAL /CAN/ | 74,941 | $195.90万 | 0.00% | 56,764 | 重新持有 |
| SEAVIEW INVESTMENT MANAGERS LLC | 56,757 | $149.95万 | 0.45% | 13,870 | 加仓 |
| Hilltop Holdings Inc. | 48,395 | $127.86万 | 0.10% | -2,755 | 减仓 |
| Knott David M Jr | 47,807 | $126.31万 | 0.67% | 0 | 不变 |
| Rockport Wealth LLC | 46,861 | $123.81万 | 0.21% | 3,006 | 加仓 |
| Maridea Wealth Management LLC | 40,285 | $106.43万 | 0.12% | -1,757 | 减仓 |
| Brucke Financial, Inc. | 39,422 | $104.15万 | 0.46% | 17,817 | 加仓 |
| GOLDMAN SACHS GROUP INC | 34,486 | $91.11万 | 0.00% | -568,527 | 重新持有 |
| Integrated Wealth Concepts LLC | 31,902 | $84.28万 | 0.00% | 15,951 | 加仓 |
| Ausdal Financial Partners, Inc. | 30,641 | $80.95万 | 0.03% | 11,421 | 重新持有 |
| Cambridge Investment Research Advisors, Inc. | 28,452 | $75.20万 | 0.00% | 7,975 | 加仓 |
| GRIFFIN ASSET MANAGEMENT, INC. | 27,813 | $73.48万 | 0.08% | 2,259 | 重新持有 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 26,924 | $71.13万 | 0.10% | -9,574 | 减仓 |
| Advyzon Investment Management, LLC | 25,874 | $68.36万 | 0.05% | 10,436 | 重新持有 |
| Almanack Investment Partners, LLC. | 25,199 | $66.58万 | 0.08% | -10,720 | 减仓 |
| Nordwand Advisors, LLC | 22,600 | $59.71万 | 0.09% | 0 | 不变 |
| Gladstone Institutional Advisory LLC | 22,026 | $58.19万 | 0.02% | -2,714 | 减仓 |
| OSAIC HOLDINGS, INC. | 21,647 | $57.20万 | 0.00% | 21,624 | 加仓 |
内部人交易（Form 4）
CLOZ 董事、高管和大股东的最新买卖申报。专业版可看 🔒