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 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $4,154.41万 |
| BARCLAYS PLC | 新建仓 | $487.35万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $179.13万 |
| Farther Finance Advisors, LLC | 加仓 | $163.04万 |
| UBS Group AG | 加仓 | $146.72万 |
| Focus Partners Wealth | 加仓 | $137.12万 |
| Sound Income Strategies, LLC | 加仓 | $135.04万 |
| Copia Wealth Management | 加仓 | $128.97万 |
| Ethos Financial Group, LLC | 加仓 | $110.42万 |
| Brooklyn Investment Group | 加仓 | $91.34万 |
| Tower Research Capital LLC (TRC) | 加仓 | $87.53万 |
| SEAVIEW INVESTMENT MANAGERS LLC | 加仓 | $52.35万 |
| MATHER GROUP, LLC. | 新建仓 | $50.18万 |
| Cedar Wealth Management, LLC | 加仓 | $48.74万 |
| Impact Partnership Wealth, LLC | 加仓 | $47.91万 |
| Atria Investments, Inc | 加仓 | $37.84万 |
| Mariner, LLC | 加仓 | $36.05万 |
| Estate Planners Group, LLC | 加仓 | $28.72万 |
| Strait & Sound Wealth Management LLC | 新建仓 | $28.27万 |
| a16z Perennial Management, L.P. | 新建仓 | $25.27万 |
2026Q1 卖出最多
| LPL Financial LLC | 减仓 | -$1,356.62万 |
| Arax Advisory Partners | 减仓 | -$1,274.72万 |
| JANE STREET GROUP, LLC | 减仓 | -$1,267.95万 |
| Ocean Park Asset Management, LLC | 清仓 | -$965.27万 |
| State of New Jersey Common Pension Fund D | 减仓 | -$780.49万 |
| Black Swift Group, LLC | 清仓 | -$777.87万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$754.10万 |
| Ball & Co Wealth Management Inc. | 清仓 | -$681.30万 |
| Bienville Capital Management, LLC | 清仓 | -$592.00万 |
| TRUIST FINANCIAL CORP | 清仓 | -$520.35万 |
| WMG Financial Advisors, LLC | 减仓 | -$323.98万 |
| Carmel Capital Partners, LLC | 减仓 | -$311.37万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$256.17万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$232.26万 |
| Rockport Wealth LLC | 减仓 | -$180.49万 |
| Maridea Wealth Management LLC | 减仓 | -$173.08万 |
| Kestra Advisory Services, LLC | 减仓 | -$158.58万 |
| STIFEL FINANCIAL CORP | 减仓 | -$147.34万 |
| Darden Wealth Group Inc | 减仓 | -$127.40万 |
| RENAISSANCE TECHNOLOGIES LLC | 清仓 | -$117.19万 |
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 |
|---|---|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1,625,576 | $4,169.60万 | 21.91% | 0 | 不变 |
| MORGAN STANLEY | 1,620,670 | $4,157.02万 | 0.00% | 1,619,653 | 加仓 |
| Arax Advisory Partners | 1,513,360 | $3,881.77万 | 1.10% | -496,967 | 减仓 |
| Focus Partners Wealth | 1,357,794 | $3,482.74万 | 0.04% | 53,460 | 加仓 |
| Estate Planners Group, LLC | 756,166 | $1,939.57万 | 9.32% | 11,197 | 加仓 |
| Guardian Financial Partners, LLC | 729,139 | $1,870.24万 | 7.90% | -6,680 | 减仓 |
| Gradient Investments LLC | 294,190 | $754.60万 | 0.12% | 8,612 | 加仓 |
| Sound Income Strategies, LLC | 269,832 | $695.63万 | 0.34% | 52,383 | 加仓 |
| Tower Research Capital LLC (TRC) | 235,706 | $604.59万 | 0.16% | 34,126 | 加仓 |
| STIFEL FINANCIAL CORP | 231,116 | $592.81万 | 0.01% | -57,442 | 减仓 |
| BARCLAYS PLC | 190,000 | $487.35万 | 0.00% | 190,000 | 新建仓 |
| Mariner, LLC | 185,560 | $475.96万 | 0.01% | 14,054 | 加仓 |
| Atria Investments, Inc | 184,774 | $473.95万 | 0.05% | 14,754 | 加仓 |
| Copia Wealth Management | 161,707 | $414.78万 | 2.85% | 50,280 | 加仓 |
| Sowell Financial Services LLC | 156,036 | $400.23万 | 0.15% | 935 | 加仓 |
| Kestra Advisory Services, LLC | 153,353 | $393.35万 | 0.01% | -61,823 | 减仓 |
| CWC Advisors, LLC. | 143,534 | $368.16万 | 1.75% | 2,317 | 加仓 |
| Valeo Financial Advisors, LLC | 123,764 | $317.46万 | 0.08% | 0 | 不变 |
| Carmel Capital Partners, LLC | 123,439 | $316.62万 | 1.14% | -121,390 | 减仓 |
| Ethos Financial Group, LLC | 120,704 | $309.61万 | 0.23% | 43,048 | 加仓 |
| Cedar Wealth Management, LLC | 115,781 | $296.98万 | 0.86% | 19,000 | 加仓 |
| CITADEL ADVISORS LLC | 108,348 | $277.91万 | 0.00% | 5,440 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 103,606 | $265.75万 | 0.00% | -90,550 | 减仓 |
| Farther Finance Advisors, LLC | 101,087 | $260.60万 | 0.02% | 63,245 | 加仓 |
| UBS Group AG | 84,963 | $217.93万 | 0.00% | 57,200 | 加仓 |
| Impact Partnership Wealth, LLC | 84,650 | $217.13万 | 0.27% | 18,679 | 加仓 |
| Brooklyn Investment Group | 81,747 | $209.68万 | 0.07% | 35,609 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,836 | $179.13万 | 0.00% | 69,836 | 新建仓 |
| LPL Financial LLC | 54,442 | $139.64万 | 0.00% | -528,902 | 减仓 |
| PRIMORIS WEALTH ADVISORS, LLC | 51,450 | $131.97万 | 0.92% | 0 | 不变 |
| Hilltop Holdings Inc. | 51,150 | $131.20万 | 0.12% | -19,550 | 减仓 |
| Inspire Advisors, LLC | 48,403 | $124.15万 | 0.10% | 1,643 | 加仓 |
| Knott David M Jr | 47,807 | $122.62万 | 0.73% | 0 | 不变 |
| BASSO CAPITAL MANAGEMENT, L.P. | 44,059 | $113.01万 | 0.69% | -27,530 | 减仓 |
| Rockport Wealth LLC | 43,855 | $112.49万 | 0.20% | -70,366 | 减仓 |
| SEAVIEW INVESTMENT MANAGERS LLC | 42,887 | $110.00万 | 0.40% | 20,409 | 加仓 |
| Maridea Wealth Management LLC | 42,042 | $107.84万 | 0.16% | -67,479 | 减仓 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 36,498 | $93.62万 | 0.16% | -6,500 | 减仓 |
| JANE STREET GROUP, LLC | 36,379 | $93.31万 | 0.00% | -494,328 | 减仓 |
| Almanack Investment Partners, LLC. | 35,919 | $92.13万 | 0.16% | -33,432 | 减仓 |
| VectorGlobal IAG, Inc. | 31,542 | $80.91万 | 0.21% | — | — |
| Gladstone Institutional Advisory LLC | 24,740 | $63.46万 | 0.02% | -11,392 | 减仓 |
| MGO ONE SEVEN LLC | 23,704 | $60.80万 | 0.01% | -6,464 | 减仓 |
| Claris Financial LLC | 23,442 | $60.13万 | 0.33% | -9,258 | 减仓 |
| Nordwand Advisors, LLC | 22,600 | $57.97万 | 0.10% | 0 | 不变 |
| Brucke Financial, Inc. | 21,605 | $55.42万 | 0.28% | -17,572 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 20,477 | $52.50万 | 0.00% | -6,917 | 减仓 |
| MATHER GROUP, LLC. | 19,565 | $50.18万 | 0.01% | 19,565 | 新建仓 |
| ROYAL BANK OF CANADA | 18,314 | $47.00万 | 0.00% | 5,948 | 加仓 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,140 | $46.50万 | 0.00% | 0 | 不变 |
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 🔒